AlphaGOD
2.1K posts
AlphaGOD
@AlphaGOD1119
https://t.co/2xcWlbi5zw
Kansas City, MO Katılım Şubat 2020
372 Takip Edilen106 Takipçiler
AlphaGOD retweetledi
$DGXX 🚨🚨🚨
Blackrock has just invested in DGXX. Just out now!
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AlphaGOD retweetledi
I'm seeing a lot of investors are excited about Citadel Advisors adding to their position in $DGXX based on a recent 13G filing.
I think a lot of investors may have also forgot that Peter Lynch is noted as an early investor in $DGXX as well.
@FrankCurzio pointed this out over a year ago.
Frank Curzio@FrankCurzio
🎙️ I've got a special episode of Wall Street Unplugged for you—An exclusive one-on-one interview with DigiPower X CEO Michel Amar. He reveals how $DGXX plans to unlock $500M in value in 2 years—after pivoting from Bitcoin mining to #AI… Watch here: curzio.me/250418xwse
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AlphaGOD retweetledi
$NVDA 🤯
Possible continuation $MRAM $AMD $DGXX $RXT
Stock PlayMaker 🌐@stockplaymaker1
🚨Breaking: $NVDA Nvidia CEO is now joining Trump in China 🤯
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$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-scale deployments, HPC platforms, and inference-focused solutions under its OriginAI brand. The stock is +20% on the week, fueled by a raised FY2026 outlook projecting 12% net sales growth on the back of surging enterprise and government AI factory demand. Rosenblatt just bumped their PT to $54 (from $32) and kept their Buy rating after management meetings. With ~$489M cash, price-to-FCF around 9x, if the AI infrastructure buildout continues accelerating, $PENG could be one of the overlooked names in the picks-and-shovels stack.
Not financial advice.
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What’s your #1 stock for tomorrow? 🚨
Will go over all of the stocks mentioned tomorrow on live
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AlphaGOD retweetledi
$DGXX Ken griffin doubling down on $DGXX and he is worth $51.2 Billion. Maybe institutions are getting in. Soon we will be seeing 200k+ option orders coming in if more institutions follow suite
Johan N.@rk8215
BREAKING NEWS: KEN GRIFFIN & CITADEL BUY TOTAL 4.9% OF $DGXX Citadel just filed 13G and as per it they added 2 million shares to position! Ken Griffin owns now 3,550,691 shares of $DGXX
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RT @Ren_aramb: $DGXX talk about timing.
Ken Griffin & Citadel – filed a 13G disclosing 4.9% ownership.
Not a bad co-investor at all.
$…
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AlphaGOD retweetledi
$DGXX is on 🔥. $12-$15 target up next before Cerebras $CRBS IPO on May 14th.
Matt@ROIRecruiter
WHAT ON EARTH IS HAPPENING RIGHT NOW?! What did I miss? $DGXX
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When one of the top performing @joinautopilot fund buys a stock, you know it’s a banger.
The $PENG re-rate is just starting.
Michael Sikand 🦑@michaelsikand
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 goes to legend @pennycheck for being the first to call this stock. With Penguin Solutions I now own the winner agnostic integrator behind the memory, CPU, and photonics supercycle at under 17x forward earnings. 1) The memory business alone is worth the market cap. Penguin's Integrated Memory biz = they take raw DRAM chips from manufacturers like SK Hynix and package them into custom memory modules built to spec for AI servers, telco gear, and enterprise systems. It's now 50% of revenue, did $172M last quarter, growing 63% YoY, ~$800M annualized. Apply a 3x price to sales on just this unit and you're already above what $PENG is worth today. 2) Play the CPU supercycle. CPU:GPU ratios going from 1:8 to 1:1 as agentic AI takes over. $PENG is the lead integration partner for AMD EPYC and Intel Xeon. Every new socket = more memory cooling and integration revenue baked in. 3) The AI Factory platform is real. OriginAI is their turnkey deployment from 256 to 16,000+ GPU clusters for sovereign and enterprise customers. 85,000 GPUs already deployed. UBS says non hyperscaler buyers (sovereigns, neoclouds, enterprises) capture 48% of AI infra spend in 2026. Hyperscalers build in house. But these other players ALL need Penguin. 4) Photonics is the unpriced asymmetric bet. $PENG called photonics early and was an early investor in Celestial AI. $MRVL acquired it $3.25B in December. Now Penguin is building the Photonic Memory Appliance, making it the only public play on this kind of wild photonics tech. The PMA is basically a box that uses light to link memory across a bunch of servers so the entire AI cluster can share one giant pool of memory like it's one big computer. Marvell guides Celestial to $1B revenue in 2029. If Penguin captures even low double digits of that stream, that could be 9 figs of unpriced networking revenue on $PENG's highest margin, most defensible IP. 5) People/partners are cracked. Chairman of $PENG is ALSO Chairman of $LITE. AMD CTO Mark Papermaster sits on the board SK Telecom dropped $200M as a strategic investor New CPO Ian Colle ran AI infra at AWS 6) Risks are real but manageable Penguin's AI cluster business is lumpy and one big customer slipping a quarter can tank earnings (already happened in Q2, down 42% YoY). The memory shortage is a headwind as high DRAM prices are slowing customer orders and hitting Penguin's gross margins. The photonics upside is a 2027+ story, so if it slips, the stock can sit dead money for a while. Because the multiple is still so cheap, I overall see limited downside compared to the upside if their photonics option can be quantified with $MRVL where I could see Penguin trading closer to a 30x+ forward PE. Surf's up. Full thesis linked on Substack below.
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AlphaGOD retweetledi
I see tons of $SIVE hype on X but almost zero explanation why it’s preferred over $LITE & $COHR in CPO
LITE and COHR win on raw power (300-500+ mW single CW lasers) for today’s ELS designs.
SIVE is pulling ahead in GPU/compute CPO — where CW laser volumes will really ramp — with native 8λ–16λ CW DFB arrays (~50-100 mW per λ).
No heavy splitting = lower loss, less heat & higher bandwidth density right next to the GPU ASIC.
Flip-chip + imec PDK lock-in seals it. ⚡
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This is why $MU is surging and call is flowing..
The potential strike at Samsung Electronics, scheduled for late May 2026, is considered a significant "bullish" catalyst for its main competitors, Micron ($MU) and Western Digital $WDC (which acquired SanDisk/$SNDK).
The logic behind this market sentiment boils down to three primary factors: supply tightening, pricing power, and market share shift.
(1) Global Supply Contraction
Samsung is the world's largest manufacturer of memory chips. Analysts estimate that an 18-day strike could disrupt roughly 3% to 4% of global DRAM supply and 2% to 3% of NAND flash supply.
The "Clean Room" Factor: Semiconductor manufacturing is a continuous, delicate process. Even a short disruption can cause "wafer degradation."
Restart Lag
It is estimated that restoring full production levels could take an additional two to three weeks after a strike ends, effectively doubling the impact on global inventory.
(2) Surge in Pricing Power
In a commodity-driven market like memory (DRAM and NAND), prices are highly sensitive to supply levels.
Contract Prices
If Samsung’s output drops, global supply-demand balances shift instantly. This allows Micron and Western Digital to demand higher contract prices from big tech customers like NVIDIA, Apple, and Google.
Spot Prices
Short-term "spot" prices often spike immediately on news of a strike, which directly boosts the margins of competitors who have stable production
(3) Customer Diversification & Trust
Reliability is a core currency in the semiconductor industry.
Supply Chain Resilience
Major tech giants cannot afford a pause in their AI infrastructure rollouts. A strike at Samsung forces these companies to diversify their orders to avoid "single-point-of-failure" risks.
Sticky Gains: Once a customer qualifies a competitor like Micron for a specific server or device, that relationship often persists for years. This "trust deficit" at Samsung can lead to long-term market share gains for $MU and $WDC.
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