The infrastructure behind data centers, reshoring, and grid expansion
How tariff threats turned a calm market into a stress test.
Why the market may still be underestimating a platform built for decades, not quarters
Inflation cools, the Fed walks a tightrope, and investors stay selective amid policy noise.
Strong growth, rising profitability, and a valuation that hasn’t caught up.
Investors chase productivity gains, but rising AI capex could quietly reignite inflation in 2026.
$SANM is quietly repositioning itself at the heart of cloud and AI hardware — while trading at a valuation that reflects its past, not its future.