Prediction evidence

Quoting · 23 Jan 2026, 18:57 UTC · context given to the AI

Penguin Solutions ($PENG): The AI Play Nobody's Talking About (NOT TREASURE HUNT RELATED) Not financial advice. DYOR. The market's throwing billions at AI companies burning cash. Meanwhile, $PENG sits at 0.79x sales. Profitable. $1.37B in revenue. Trading at 10x earnings. That's not a typo. THE SETUP: Penguin builds and manages AI infrastructure -- supercomputers, GPU clusters, the actual hardware running these models. 89,000+ GPUs deployed. 3 billion runtime hours. 25 years in HPC before "AI" was a stock market buzzword. THE VALUATION CRIME: • Revenue: $1.37B (+17% YoY) • EPS: $1.90 (profitable) • P/S: 0.79x • P/E: ~10x AI peers trade at 10-20x sales while losing money. PENG trades under 1x while making money. The market's asleep. WHY I'M INTERESTED: SK Telecom went beyond "partner" -- they invested $200M and handed Penguin the contract to build Haein, South Korea's sovereign AI supercomputer. Delivered August 2025. That's not a press release. That's proof. Management saw hardware commoditizing and exited. FY26 guidance: zero hyperscaler hardware revenue. They're pivoting to services before the market forced them. That's rare. Full-stack model (design → build → deploy → manage) creates switching costs. Once you're running someone's AI infrastructure, you're embedded. Supports NVIDIA and AMD. When competitors live and die by Jensen's allocation list, that flexibility matters. 8 analysts. 100% Strong Buy. Target: $27.50-28.00. That's 40% upside. RISKS: Gross margins compressing (31% → 29%). Revenue lumpy from big contracts. Hyperscalers building in-house could shrink the pie. THE BOTTOM LINE: Profitable AI infrastructure at value pricing. Partnership execution proven. Unanimous analyst conviction. At $20 with a $28 target, you're not betting on hype. You're buying earnings at a discount while everyone chases vapor. I've spent a decade looking for a buried treasure. This one's not buried -- it's just boring enough that nobody's paying attention. DYOR.

In reply to · 12 May 2026, 21:06 UTC · context given to the AI

Are you telling me a $2B company is working with meta, nvidia, sk telecom, sk hynix, marvell, intel, dell, amd? https://t.co/W6GtbQVHpc