Sanmina: A Speculative Bet On Cloud, Cash, And Capital Discipline

Group 1 - Sanmina Corporation is positioned as a leading integrated manufacturing solutions provider based in California [1] - The company’s name is a blend, which adds a unique aspect to its identity in the tech industry [1] Group 2 - Grassroots Trading focuses on providing objective and unbiased research, particularly on small- to mid-cap companies [1] - The firm aims to identify compelling investment opportunities that are often overlooked, while also covering larger companies periodically [1]