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Sanmina Corporation (SANM): Billionaire Ken Fisher Is Loading Up on This Stock

Sanmina Corporation (NASDAQ:SANM) is one of Billionaire Ken Fisher’s 15 Most Notable Moves for 2026.

Sanmina Corporation (NASDAQ:SANM) is another smart AI play by Fisher. His fund first purchased a stake in the company in the third quarter of 2025, buying nearly 167,000 shares at an average price of around $112. In the filings for the fourth quarter of 2025, the fund increased this stake by close to 300%, amassing over 650,000 shares. In November 2025, Fisher discussed his views on the overall AI landscape in a frank manner, noting that AI was a big thing. He also added that AI was an important thing. Per Fisher, there would also be a lot of money lost on this big thing. However, the billionaire cautioned that having a lot of money lost on something did not make that thing a bubble. On the contrary, he said that is what makes the AI world competitive.

Stocks

Sanmina Corporation (NASDAQ:SANM) is riding the AI wave. In late January, the firm released earnings for the first fiscal quarter, reporting earnings per share of $2.38, beating estimates by $0.23. The revenue over the time was $3.19 billion, surpassing expectations by $100 million. During the earnings call, the Jure Sola, the CEO of the firm reiterated that the goal of the firm was to double revenue in the next 2 years. Per Sola, the AI opportunities were on track to deliver $16-plus billion in annual revenue for the firm in 2027.

Sanmina Corporation (NASDAQ:SANM) provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

While we acknowledge the risk and potential of SANM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SANM and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years 

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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