SANM Long — SANM breakout on fundamental AI infrastructure catalSanmina CorporationNASDAQ:SANMivvixSetup: SANM broke out on massive volume today — the 07:30 bar printed 828K shares, nearly 4x any prior session, gapping from ~188 to 205+ and grinding to 218+ intraday. The 4h chart shows a clean base from 120-180 over Feb-March followed by a staircase recovery through April, and today's move is a structural breakout above the prior January swing high near 185. The 1h bars show orderly price acceptance post-gap — no sharp reversal candles, higher lows through the session, and the last bar closed near the highs of the day at 218.5 on sustained volume. This is not an overextended spike; it's a volume-confirmed breakout holding structure. Flow: Options flow is unambiguously bullish — 168x call/put volume ratio, $274K net bullish premium, zero bearish trades, and the dominant block was a 1,900-lot 200C trade (ToOpen confirmed on the 230C) at the open. The 230C has seen repeated accumulation across multiple prints throughout the session, suggesting positioning for continuation toward 230+. The put selling on the 200P at bid is consistent with dealers or traders fading downside, reinforcing the bullish lean. Sanmina is diverging hard from the AI peer selloff narrative — it's a direct AI infrastructure beneficiary with a fundamental catalyst (revenue doubling) that the sector context hasn't priced yet. Plan: Stop is placed below the gap fill shelf and the prior consolidation zone that served as resistance through April — a close back below that zone invalidates the breakout thesis entirely. Target is the next round-number extension and options positioning cluster at 230, which aligns with the 230C open interest buildup. Above 230, the prior January high around 185 becomes a distant memory and price discovery continues; below the stop, the breakout is a failed gap and the position is wrong. 📍 Entry: 218.5 🛑 Stop: 205 🎯 Target: 240 ⚖️ R:R: 1.59