Sanmina Corp

SANM has cleared the $200–203 resistance cluster and reclaimed key EMAs on strong volume, but price is now extended above rising 9- and 20-day EMAs and nearing overbought. Under the Momentum + EPS strategy, patience is warranted: wait for a shallow pullback into the EMA zone (200–203) and confirmation of acceptance above short-term structure before initiating a long.

• ↑Q3 revenue $3.46B (+69.7% YoY) led by AI infrastructure growth
• ↑Non-GAAP operating margin at 8.0%, reflecting improved efficiency
• ↓P/E at 38.6x vs 5-year median flags overvaluation