$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