JDogg Capital #MTO

$RUM so much possibility here... just needs another push...

$BTC hit that resistance today... lets see if it has the mojo to pop through!

$NOW all about the ER...

$UPST $39 is close...

$COIN big spot. Might consolidate a bit. But needs to push through this spot...

@fanshirley528 Is there ever with this one? I just play the action…

@JDogg_Capital Any good news？

$UPST

$BTC...

$NOW

$COIN time to go!

This morning was fun $OKLO $QBTS $UPST $COIN - LFG!

@choeshow Yes

Serious question, man or woman? 🙃

@ReelLifeJustin Great call on this one!

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.

$CLSK $BTC dependent but worth a look here!

$SPY nice back test and setup IHS... Tomorrow we find out.

@ReelLifeJustin Glad you're feeling better. That sounded like quite an event and I hope all is functioning normally now! Looking forward to the footage.

Seekers Summit 2026 is behind us, and I am -- only just -- behind it. I went down hard Saturday night and didn't resurface until this evening, in what I'm choosing to call a medically necessary coma rather than examine too closely. I'm upright now. Mostly. To everyone who came out: thank you. Genuinely. You showed up, you played, you humored me through all of it -- and that means more than I know how to say without making it strange. The documentary crew is currently wading through the Q&A footage. It will be posted as soon as it's ready, which, given that I spent the better part of today horizontal, feels like a timeline I'm in no position to have opinions about.

$AAOI took some profits here...

$ALK took some long calls first thing...

Loaded $LAES long calls and commons down here. Think this may find legs soon.

$CLSK been basing for a while now... needs some action!