u/jfauv94

1 thesis · first seen Jul 9, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$PENGYOLObullish
u/jfauv94 · 3h agono track record yet
Long PENG

$350k YOLO into $PENG. 3X from here by December.

Foundational AI infrastructure play positioned to capture memory bottleneck demand. Strong earnings momentum (111% integrated memory growth YoY, rev swung from -6% to +30%), Nvidia partnership, and industry-first CXL cache server position the company for 3x upside by December.

At post $81.39Now $81.390.0% since postedas of Jul 9, 4:59 PM ET
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End of results.