$PENG.

first mention in our archive May 14, 2026 · latest 1w ago

Mention stats

Mentions (12mo)

new

30d (1 vs 0)

Voices mentioning

new

30d (1 vs 0)

Price · Mention timeline

1 mention since May 2026

Loading price chart…

Who's mentioning $PENG.

@blackpanthercap1

Recent mentions

1 mention

@blackpanthercapMay 14, 2026 · 6:41 PM

$ONDS is up 31% today. Here’s my next bet trading at a discount right now: Most people on X missed $ONDS today. Not because they didn’t know about it. Because they SOLD it. I watched people unload 50% of their position the night before earnings. Fear of a bad print. Fear of volatility. Fear of being wrong. And I get it. Protecting capital is wise. If you genuinely fear the outcome, reducing risk is the right call. But here’s what I also saw: The investors who held through horrible $RKLB $NBIS $ONDS $IREN $CIFR chop without flinching? They all had one thing in common. They knew exactly what they owned. They didn’t need the price to tell them if they were right. They already knew from the filing. From the contract list. From the thesis they built months ago. That’s the edge nobody talks about. Not the scanner. Not the chart pattern. The ability to stay calm when everyone else is making emotional decisions. That calmness is not personality. It is PREPARATION. The best investors I’ve met on here have sat through the hardest chops of the past year without panic selling. Not because they’re fearless. Because they did the work before the red day came. Which brings me to my next bet. I’m long $PENG. GPU race dominates headlines. Post-purchase deployment does not.

owns the last mile: full-stack AI infrastructure for enterprises lacking internal teams. > OriginAI: pre-validated GPU clusters + ICE ClusterWare orchestration, built on 3.3B+ GPU runtime hours. > 30+ years memory expertise via CXL MemoryAI KV cache server. > Up to 11TB expandable memory for inference, breaking GPU memory wall. > End-to-end: hardware, software, memory, deployment, management/turnkey production scaling. > 8–9 analysts: Strong Buy/Buy > 76% > FY26 revenue guidance raised to 12% growth. > Trades 16x forward PE (sector 23x). > Hyperscaler build-out priced in. Deployment layer underneath is not. -BP Not financial advice. Do your own research.