Penguin Solutions. Every tracked FinTwit mention of $PENG, newest first. 169 mentions since the first on Apr 27, 2026. See the price chart.
June 2026 · 16 mentions
Jun 3
Black Panther Capital — My dad doesn’t follow my portfolio, even tho’ he has access to it.
It cost him $466,890.
+200% in returns. Over 2 years. Gone.
Not because he didn’t have the money.
Because he…↗
mon — Two days in a row, 8/9 stocks green. 😅
- $IREN got very close to $70.
- $PENG smashed it +20% throughout the day.
- New stock $XFAB +20%.
- My favourite nuclear stock $SMR +8%.
-…↗
mon — $PENG +21.64%. 🤯
Absolutely incredible.
This is my second largest holding. https://t.co/eiQHMXHadW↗
Jun 2
PhotonBull — $PENG
Up 50% since this post
Lets go! https://t.co/X7kvw4ZgoW↗
Jun 2
CK Capital — OMGGGG $PENG https://t.co/h11VIQ6GNi↗
Jun 2
CK Capital — I’ve been telling everyone this thing is so undervalued.
New highs. $PENG https://t.co/NSdXHkiXvu↗
Jun 2
CK Capital — $PENG just told the market something very important and I do not think enough people are paying attention to it.
Alongside a CFO transition announced June 1 the company reaffirmed…↗
Jun 1
CK Capital — May was an insane month in the market for me.
Had stocks give massive returns to me.
$AMPG 100%
$CPSH 100%
$VIVO 80%
$PENG 70%
$OPTX 60%
Insane.↗
Jun 1
mon — What a day.
- New stocks $NOK +9.64% & $AAOI +17.18%.
- $NUAI smashed it +18.24%. 🔥
- $PENG & $KEEL +7%. $FIVN +8%.
- $SMR & $IREN day is coming.
- $OUST taking a bre…↗
Jun 1
CK Capital — Did you listen anon? $PENG https://t.co/osqnoIvYBT↗
Jun 1
Michael Sikand 🦑 — $BRUN is surging today.
I loaded this morning on my Asymmetrical Bets fund ($16M AUM following) on @joinautopilot with a 20% allocation at $34.50.
Shoutout @mkfilko for inspirin…↗
Jun 1
KawzInvests 🦑 — Stock pickers market. Pick right or sit it out.
$PENG $AAOI $BB $NOK https://t.co/mKNxpA0Hka↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
May 2026 · 152 mentions
May 31
CK Capital — My favorite names in every sector right now. The full conviction list.
Satellite & Space
$ASTS
$RKLB
$OPTX
AI Infrastructure
$NBIS
$PENG
$HLIT
Defense
$EOS.AX
$KRKNF
$OP…↗
May 30
KawzInvests 🦑 — @PepInvestStocks Haha, good picks $PENG is one of my fav stocks currently $AOSL is also a great one. I need to look futher into $ENAFF. What do you like about it?↗
May 30
CK Capital — $PENG keeps climbing and it still feels undervalued to me at this price.
This is a company that builds mission critical AI infrastructure for NASA, the US Air Force, the US Navy,…↗
May 30
Frenchie — Je vous présente @KawzInvests
Il officie chez Asymetricalbets, un groupe de recherche récent qui chasse une seule chose : « l’alpha » via l’investissement thématique.
C’est aussi…
April 2026 · 1 mention
Apr 27
InvestmentGuru — $PENG — Penguin Solutions
$PENG is an AI data center infrastructure specialist that beat Q2 expectations on both revenue and operating income despite a 6% year-over-year revenue d…↗
Jason Luongo — 2. $PENG - Penguin Solutions
As AI inference scales, the memory bottleneck becomes the constraint. Penguin launched the industry's first production-ready CXL KV Cache server at GT…↗
May 29
CK Capital — $PENG HITS $60 and is now up upmost up almost double from our original buy at $38 https://t.co/cNqgUstNLp↗
May 29
KawzInvests 🦑 — $DELL reported $16.1B in AI server revenue, up 757% YoY, with $24.4B in new AI orders and a $51.3B backlog.
FY27 AI server guidance raised to roughly $60B. Demand still ramping...…↗
May 29
CK Capital — Show some love to a fellow $PENG bull.
Riding this one to triple digits!!↗
May 29
mon — One of the stocks I found on X is $PENG.
I’m already up 40% in a month. I’m still not done researching the stock, which is why I haven’t posted about it yet. But I believe it has…↗
Kevin Maro — I bought another 1k $PENG shares overnight at 57.20 (on top of my core position). I could definitely see us blasting off tomorrow.↗
May 29
CK Capital — Can’t believe this stock is so cheap still. $PENG↗
May 28
CK Capital — Glad to have this as one of my biggest positions.
Triple digits loading… $PENG↗
May 28
Kevin Maro — Here's why $PENG is skyrocketing after-hours:
$DELL just dropped the most bullish AI infrastructure print of the year.
- Record revenue of $43.8 billion, up 88%. $24.4 billion in…↗
May 27
CK Capital — Seems like i’m getting a ton of hate today because of $ADTN which is deserved but people are now saying and acting like Ive done nothing in the last 6 months.
Let’s not forget i h…↗
May 26
Jason Luongo — These 10 companies will make millionaires by 2030:
1. $IREN - IREN
2. $AMZN - Amazon
3. $TE - T1 Energy
4. $MP - MP Materials
5. $NBIS - Nebius Group
6. $UUUU - Energy Fuels
7. $O…↗
May 25
CK Capital — Pov Life soon when war is over and:
$ASTS hits aths of $150
$PENG doubles to $100
$HLIT hits $25
$NBIS hits $300
$DRAM hits $80
$INFQ hits $25
We are so close. https://t.co/…↗
May 25
Black Panther Capital — @babyfolio Yeah. Happy with it, since I’m trying to build my short term account up to be 20% of my total portfolio value. Halfway there.
So the rest of $SIVE will run now. Getting…↗
May 25
Black Panther Capital — @babyfolio 1% of total port. Just sold 50% of my SIVE position with 200% profit — after this mornings 20% up. The rest will run.
So will probably add $PENG to my short-term accoun…↗
KawzInvests 🦑 — The KV Cache bottleneck is quietly limiting every enterprise AI deployment running today.
Every AI conversation stores context in a memory bank called the KV cache. The more users…↗
May 24
CK Capital — Four of the most asymmetrical setups in the market right now. Four completely different sectors. All deeply undervalued.
$HLIT — The only software platform that virtualizes the en…↗
May 24
CK Capital — been looking into 4 or 5 stocks over this weekend.
Going to see how tuesday goes, i don’t think these are better than the positions we are currently holding.
I still think ther…↗
May 23
CK Capital — $BB up 50% in a month. $NOK up 50% in a month. And I think both still have significant room to run.
Here is what the market is just starting to figure out.
Both companies spent y…↗
May 23
CK Capital — This month has been insane for callouts.
We are big green on.
$BB
$NOK
$PENG
$KEEL
$AMPG
$INFQ
$OPTX
$HLIT
$DRAM
$NBIS
All of these are up anywhere from 10% to over 100%.
This…↗
CK Capital — A company trusted by NASA and the Pentagon just hit a 52 week high yesterday and is still one of the most undervalued stocks in the market.
$PENG. $2.7 billion market cap. Let me…↗
May 22
mon — I restarted my short-term portfolio at the start of the month.
I bought the following stocks: $PENG, $INV, $P, $CSIQ, $SMR, $FCEL, $NUAI, $TGEN, and $AIRJ.
I’ve since sold $P and…↗
May 22
CK Capital — Love to see it. $PENG
Lets fly. https://t.co/fpSHY2aRcB↗
May 22
Michael Sikand 🦑 — Morgan Stanley's new research on AI racks has $DELL trading like it's a penny stock.
They modeled the next gen VR200 NVL72 rack at $7.8M per rack. That's up 95% from the $4M GB300…↗
May 21
KawzInvests 🦑 — Wanted to expand on why David Heard joining the $PENG board matters.
Heard was CEO of Infinera when $NOK acquired them for $2.3B. That deal turned Nokia from a photonic component…↗
May 21
Tradable Astronaut — The AION Index global leaderboard across 1,186 tickers.
Top of the board: $FCEL, $INOD, $ENPH, $WOLF, $MNTS, $RDW, $SEDG, $ALAB, $VELO, $NVTS, $ARM, $VOYG, $RKLB, $POET, $PENG.…↗
May 21
CK Capital — $SPY is down half a % and here how my port is doing.
$ASTS up 5% 🟢
$NBIS up 15%🟢
$OPTX up 10%🟢
$AMPG up 10%🟢
$VIVO up 6%🟢
$DRAM up 1%🟢
$PENG up 1%🟢
All it takes is a few h…↗
May 21
KawzInvests 🦑 — @hisarchive Also bullish for $PENG. The president of $NOK Network Infrastructure just joined their board.↗
May 20
Michael Sikand 🦑 — The market underestimates $PENG https://t.co/NRXMf8eogb↗
May 19
CK Capital — Today was a blessed day to add the dips.
This is what i added.
$ASTS
$AMPG
$VIVO
$PENG
$DRAM
Sniped the bottom on almost all these.↗
May 18
CK Capital — Looks like the market loves the hire. $PENG https://t.co/gdxqC0uFUO↗
May 18
CK Capital — Stocks I think are deeply undervalued right now and will re rate.
My conviction list.
$PENG — $48. NASA. US Air Force. US Navy. $NVDA and $AMD partner. Photonic memory optionali…↗
May 18
CK Capital — $PENG is my favorite play in the market.
So So So undervalued.↗
May 18
CK Capital — People don't understand how bullish this news is.
The sitting CTO of $AMD. The chair of $LITE. The head of Advanced Computing at $AMZN. And now the president of $NOK Network Infr…↗
May 18
CK Capital — I'll say it plainly. $PENG is a $100 stock trading at $48.
This is a company that builds and deploys mission critical AI infrastructure for NASA, the US Air Force, the US Navy, Lo…↗
May 18
Michael Sikand 🦑 — $PENG's cracked management is one of the most exciting parts of the stock.↗
May 18
KawzInvests 🦑 — The president of $NOK Network Infrastructure division just joined the board of $PENG. INSANE
Now look at the rest of that board.
> Penny Herscher, who also chairs on $LITE
> Mark…↗
CK Capital — Serenity makes a fair point on $PENG and the photonics angle. She is right that they build the chassis not the core IP. I have never disagreed with that.
But here is what I think…↗
May 17
KawzInvests 🦑 — Full $PENG breakdown in my Substack if you want to understand why it's up 145% and where it goes from here.https://t.co/nsTeoW3rB2↗
May 17
CK Capital — If Trump is bullish why aren’t you? $PENG↗
May 17
KawzInvests 🦑 — Trump's second best performing position of 2026 is $PENG at +145%.
Did the orange man build a better AI infrastructure portfolio than most funds? 😂 https://t.co/i2BFkunYuX↗
May 17
Black Panther Capital — A bit of FUD on $PENG today from @aleabitoreddit.
The FUD-campaign from @aleabitoreddit on $IREN haven’t been a success so far.
Food for thought.
-BP
Not financial advice.↗
May 17
Michael Sikand 🦑 — Well said Finn. $PENG is a fantastic business with unique exposure across sovereign/enterprise AI, memory, software, and PMA all at an extremely compelling price.↗
May 17
Serenity — I'm 100% sure if I met all you "photonic memory" experts in real life.
498 out of 500 of you couldn't explain CXL memory pooling or KV cache infrastructure and what $PENG actually…↗
May 17
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
May 17
Serenity — Very nuanced. People buying $PENG for $MRVL "photonic memory" are likely to be disappointed.
They're on the $SMCI integrator level with potential software add.
The high margin, f…↗
CK Capital — My 2030 price targets. These are mine. Not financial advice. DYOR.
$ASTS — $77 today. Every US carrier now on board. 3.3 billion addressable subscribers. 60% of consumers willing…↗
May 16
CK Capital — If someone told you there was a $2.5 billion company partnered with $NVDA, $AMD, $INTC, $DELL, and SK Hynix you would think the market cap would be crazy high, but it’s not.
That…↗
May 16
Black Panther Capital — 5/6. Three wildcard picks that fits his frameworks for the next AI bottleneck:
Wildcard 1: $CRDO
Build the cables and chips that move data between GPUs inside AI clusters.
revenu…↗
May 15
CK Capital — Heard $PENG just hired a new worker.
Think his name is Leopold something? https://t.co/Bz2N2XEXvG↗
CK Capital — Go show some love to the Substack $PENG community.
Great read.
Let’s gooooo↗
May 15
Black Panther Capital — $308 million in integrated memory revenue. First half of fiscal 2026.
Same window, a year ago: $201 million.
$PENG didn’t just grow a segment.
It rotated the ENTIRE business.
Th…↗
May 15
CK Capital — I am buying every single dip and here on $PENG and this is exactly why.
Think about what it actually takes to become a vendor for NASA. The US Air Force. The US Navy. Lockheed Mar…↗
May 15
Gaetano — The $PENG community is strong!
So I just wanted to take the paywall down
So everyone can see it.
https://t.co/xXVouNmeg5
Please bookmark & share!↗
May 14
CK Capital — $PENG is a $2.5 billion market cap stock.
Let me show you who they work with.
Partners: $NVDA. $AMD. $INTC. SK Hynix. SK Telecom. Shell. Dell Technologies.
Customers: NASA. The…↗
May 14
Black Panther Capital — $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 w…↗
May 14
Gaetano — Alright, $PENG folk
@pennycheck put me onto this one early last week
There is so much to unpack
Quite an interesting company!
I laid out all my thoughts here:
https://t.co/xX…↗
May 14
Black Panther Capital — 🚨THE BEARS HAVE BEEN WRONG ABOUT THE SAME THING FOR THREE YEARS.
And they’re about to be wrong again.
Morgan Stanley just raised their S&P 500 target to 8,300.
Year-end 2026 ta…↗
May 14
CK Capital — I bottom sniped the $PENG dip today.
Will always add one of my favorite longs at a discount. https://t.co/6MZ9Nl7E4Y↗
Black Panther Capital — $NVDA x US x China agreement.
My thesis is; this is probably in exchange for Iran peace.
If I expect market to fly, and my strategy will be to take some profit, before a dip.
Le…↗
May 13
Vulture trades 🦅 — I’ve only seen this setup 1 time in 6 years 👀
I’m putting $250k in this SINGLE stock
Very similar to $PENG that made millionaires
$100 → $100,000 overnight
$300 → $300,000 in a…↗
May 13
CK Capital — The more and more I look into $PENG the more I love this setup.
Started looking at it as a simple memory systems integrator. The more you dig the more layers you find.
Layer one.…↗
May 13
Black Panther Capital — 🤯WOW!
I actually think this might be my best day across both my portfolios.
Long-term: 10%
$NBIS $AAOI $OUST $CIFR $RKLB $IREN $PNG.V $ONDS
Short-term: 20%
$PENG $SIVE
Here’s…↗
Black Panther Capital — PORTFOLIO UPDATE
If you followed me this year, your short-term portfolio is up 125%.
Your long-term book is up 55%.
I don’t use options, calls, leap, short e.g.
The $SPX has sp…↗
InvestmentGuru — 15 of my favorite AI infrastructure plays in this market right now:
$MU
$AMD
$INTC
$SNDK
$AAOI
$MRAM
$PENG
$MXL
$CRDO
$MRVL
$GLW
$NOK
$CEVA
$GFS
From…↗
May 13
Black Panther Capital — PM looks insane! 🤯
Its only a couple of days since I posted my thesis on $PENG and took a position.
$PENG is smashing +20% in PM 🟢 And Wall Street is about to wake up.
Credit…↗
May 13
Black Panther Capital — @zizonchain @aleabitoreddit @ParadisLabs Love it man! Also shared it 👊
Btw, have you seen $PENG OVERNIGHt?↗
May 13
CK Capital — Penguins are my favorite animal. $PENG https://t.co/BDgmj8BKBk↗
May 13
InvestmentGuru — $PENG
$MRAM
$MXL
$CEVA
$NOK
Some of the best AI infrastructure plays in this market right now.
AI infrastructure is not just GPUs anymore. Memory, edge AI, connectivi…↗
May 12
InvestmentGuru — $PENG is quietly becoming one of the more interesting AI factory plays in the mid-cap space. Penguin Solutions designs, builds, and manages end-to-end AI infrastructure — think GPU…↗
May 12
CK Capital — I gave you guys both these trades this week.
Who bought?
$PENG $DGXX https://t.co/uae59vvghd↗
May 12
Black Panther Capital — $PENG up +18% in AH.
I hoped you listened and followed me.
-BP
Not financial advice. https://t.co/GuyQyt0WOj↗
CK Capital — Looks like the market is waking up.
$PENG https://t.co/vQQbBAvpHI↗
May 12
CK Capital — When one of the top performing @joinautopilot fund buys a stock, you know it’s a banger.
The $PENG re-rate is just starting.↗
May 12
Michael Sikand 🦑 — My $PENG Report & Rationale
https://t.co/z9ruH2Wd06↗
May 12
Michael Sikand 🦑 — I just bought $2M of a brand new stock after it crashed 7% today.
$PENG is now a 20% position in my Asymmetrical Bets fund (+89% YTD) on @joinautopilot followed by $10M.
Credit…↗
May 12
Black Panther Capital — Let me remind you of this today:
There’s no bubble.
Stop whining and being a 🐱.
We are going higher when retail 🐱 is out.
$IREN is a $200 stock.
$NBIS is a $400 stock.
$CIFR is…↗
May 12
CK Capital — A $2.0 billion company building the first commercial photonic memory product on the market in partnership with $MRVL and nobody is talking about it.
$PENG Penguin Solutions. Tradi…↗
May 12
CK Capital — Bloody day for the markets.
Stocks i’m looking to add on this dip.
$ASTS down 13%
$NBIS down 5%
$CRWV down 9%
$DGXX down 6%
$PENG down 6%
$HOOD down 5%
All seem like good discou…↗
May 12
Black Panther Capital — Higher, higher, HIGHER! 😎
Let’s go bulls!
Sadle up $IREN $NBIS $AAOI $PENG $OUST $RKLB.
-BP
Not financial advice.↗
May 12
Black Panther Capital — My thesis on $PENG:
_
Beautiful short-film created by @zizonchain
Starting: @aleabitoreddit @ParadisLabs @pennycheck↗
May 11
Black Panther Capital — Wall Street haven’t figured $PENG role out yet.. when they do, it will explode.
Here’s everything you need to know and why $NVDA $AAOI $MU $SNDK will need to rely on them, at one…↗
May 11
Black Panther Capital — @aleabitoreddit Can’t honestly believe you haven’t mentioned $PENG yet.
https://t.co/akHwth5HTU↗
May 11
Black Panther Capital — I took a position in $PENG today.
Here is why and my PT:
> 2026: $93 base / $124 bull
> 2027: $160 base / $210 bull
From $44 today. That is a 5x if the re-rate completes.
The m…↗
May 11
KawzInvests 🦑 — Seems like the optical memory thematic is building up. Got me looking into who else has been working on this.
Shoutout to @pennycheck for putting $PENG on my radar.
Different app…↗
InvestmentGuru — $MU $AMD $INTC $P $MRAM $MXL $CEVA $PENG $HIMX $ON $GFS $GLW $NOK
Some of the better-looking setups in this market right now.
Semiconductor, connectivity, memory, optical, an…↗
May 11
Black Panther Capital — I’m considering building a new big LT position within AI infrastructure constraints.
Power, memory, substrates and now glass…
There’s SO many opportunities circulating right now;…↗
Vulture trades 🦅 — There’s not a single person who puts up more free alpha on here. If you’re not following me that’s on you.
Calls will be 3000%+ tomorrow $PENG $MRAM https://t.co/K57CrEPQuo↗
May 8
Vulture trades 🦅 — $PENG Squeezing after hours 🚀
I seriously can’t stop giving you guys free bangers.
Are you not entertained?? https://t.co/8ureDqXO9F↗
May 8
mon — Great day overall.
> $IREN ended the day +7.65%. +100M volume. 🔥
> While $CRWV -11%. $NBIS -4%. $WULF -2%.
> Trump just said - "Go out and buy a $DELL ". 🧐
> $RKLB +34% Congrats…↗
May 8
TheValueist — $PENG Penguin Solutions: Navigating the AI Infrastructure, Memory Pivot, and Investment Thesis.
Penguin Solutions is in the early stages of repositioning from a legacy hardware pr…↗
Wolf Capital — AMD just confirmed explosive demand in the exact verticals $PENG serves!
Data center, networking, HPC.
Add tight memory supply + proprietary Zefr screening = premium pricing po…↗
AlmaCap — @ClamCapital Covered $SIMO, in another comment
$MRAM, may do well but not really experiencing the AI tailwind to the same extent, valuation metrics aren't great though
$PENG, sti…↗
May 6
Vulture trades 🦅 — $PENG not done. Give me $45.
10x by open. https://t.co/pzjWF9FsBG↗
May 5
Cobra — Yesterday I posted this waiting for the perfect time
Today I hit $PENG and it’s rocketing
Like this and comment “next” ❤️
I’ll be sending some of you my life changing trade id…↗
May 5
Cobra — $PENG THIS CAN BE A 10x
I’m genuinely shaking… thank you God! https://t.co/b2MhQpJasm↗
May 5
Cobra — $PENG OMG IM SHAKING
IM GIVING AWAY 1% OF MY PROFITS
TO SOMEONE WHO LIKES THIS TWEET ❤️
GOOD LUCK 🍀 https://t.co/n2Sjce9UTB↗
May 5
Vulture trades 🦅 — The entire $PENG options chain was mispriced.
It was clear as day seeing how it moved today, there was no reason for these calls to be so cheap.
Market makers are shaking right…↗
May 5
Vulture trades 🦅 — I’m not posting 100 times a day for fun guys.
We’re making money and changing lives together.
$PENG I gave you the game plan
Another 10x incoming 🏌️♂️↗
May 5
Vulture trades 🦅 — OMG $PENG UP 10% AFTER HOURS
I TOLD YOU THIS WAS A 10X https://t.co/xCin99NdpS↗
May 5
Vulture trades 🦅 — $Peng almost double at 0.55 from 0.30
These can seriously 5x from here
Are we having fun?↗
May 5
Vulture trades 🦅 — $Peng this can go parabolic so much call volume coming in↗
May 5
Vulture trades 🦅 — $PENG ARE YOU NOT ENTERTAINED??
GIVE ME $45 https://t.co/xe1hBQVcq1↗
AlmaCap — You have to be very careful - a lot of people got burnt by $RMBS, their market position and upside is no way near as good as people were pricing (in my opinion).
Vs. the memory l…↗