Snu Lieo.

During this "everything" crash, I'm focused on adding to my highest conviction tickers... Neocloud stocks like $WYFI look like they're getting "perfect" HTF retests. I added heavily here... NFA! 🫡

$PENG 9/9 bullish confirms (weekly). Been doing some research... It's the company you call when you have a billion dollars worth of $NVDA GPUs sitting in boxes and you have no idea how to turn them into a working AI cluster... They design it, build it, deploy it, and manage it for you. End to end. That sounds boring until you realize the alternative is hiring a 50 person team for 18 months and probably still getting it wrong. Here's the actual moat... They have already deployed and managed over 85,000 GPUs in production environments. That is not a number you can buy or copy. It's institutional knowledge built over 25 years of HPC experience and every cluster they ship makes the next one easier. The customer list tells you everything. Shell runs HPC on Penguin infrastructure. Sandia National Labs deploys NextSilicon accelerators through them. Georgia Tech AI Makerspace was built by them. One of Korea's largest GPU clusters with over 1,000 Blackwell GPUs running in a single cluster is a Penguin build. They just got chosen by Deepgram, who picked them over everyone else to architect the production AI infrastructure behind their voice agents, sitting on Dell PowerEdge with Blackwell GPUs. The OriginAI platform scales from hundreds to 16,000 GPU clusters and integrates their ClusterWare software, which is the actual sticky part of the business. Once your cluster is running on their software, you don't rip it out. They're already in the memory squeeze. Memory chip prices doubled in Q1 and the company guided fiscal 2026 net sales up 12% with their integrated memory segment riding the same wave that's about to take $MU higher. Trading at roughly 14x forward earnings.