$SANM just added Shanker Trivedi to its board. He spent 17 years at $NVDA and most recently ran its Enterprise Business, including worldwide data center sales. A board appointment doesn't change my model but considering where Sanmina is trying to go, I struggle to think of many backgrounds that fit better. For those who haven't followed my Sanmina posts, the reason I find the company interesting is pretty simple. Sanmina has been moving deeper into AI infrastructure and complex data center systems, while still trading much more like a traditional electronics manufacturer. The ZT Systems manufacturing business gave them another big step into that market and a much closer seat to the GPU server buildout. Adding someone who spent 17 years at Nvidia, with direct experience in data center sales and the requirements behind these systems, fits that direction very well.

Firefighters condemn Spanberger after she vetoed a public workers' collective bargaining bill. Like Republicans, Democrats only care about workers when they’re campaigning for votes. When Democrats have power, they stab us in the back because the party exists to serve capital.