Justin Spittler(@JSpitTrades):$PENG is a must watch... Penguin Solution builds the systems that power AI data centers. $4 billion market cap. +68% YoY sales growth last quarter +158% integrated memory revenue Added 6 AI infrastructure customers PENG ran into last week's report, and +13% on Day 1 of earnings reaction. Back-to-back highest volume days ever. Strong theme, too. Storage/enterprise hardware names are on fire $HPE $DELL $P $NTAP

Justin Spittler

@JSpitTrades

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Joined December 2014

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Justin Spittler@JSpitTrades

2026.10.11 17:27

$PENG is a must watch... Penguin Solution builds the systems that power AI data centers. $4 billion market cap. +68% YoY sales growth last quarter +158% integrated memory revenue Added 6 AI infrastructure customers PENG ran into last week's report, and +13% on Day 1 of earnings reaction. Back-to-back highest volume days ever. Strong theme, too. Storage/enterprise hardware names are on fire $HPE $DELL $P $NTAP