Bob Edgar
1.1K posts
Share a 10/10 Album!!
(No Beatles or Led Zeppelin albums)
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When Pluto was demoted from planet status
James 𝕏ond@james_xond
Can anyone pinpoint the exact moment when everything in society started getting noticeably worse?
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Bob Edgar retweetledi
I oppose any laws requiring cars to have technology that shuts them down if the driver is drunk. The reason I oppose them is that I utterly reject the moral logic on which they are based.
The moral logic for these laws is that they will kill some innocent people, but they will save more people than they kill. Sure, there will be the person who was drugged by someone trying to harm them and whose car doesn't let them flee, and there will be the person who is trying to rush an injured person to the hospital whose demeanor will cause their car not to work. But there will be lots more people who tried to drive drunk who will be stopped. And innocent people they would have crashed into will be saved.
But we don't get to actually kill innocent people to save other people. Suppose there was a doctor would save a dozen of innocent people every year because he's the best doctor there is, but in exchange he demands the right to kill one innocent person every year who would otherwise have lived. We would be moral monsters if we hired such a doctor. We don't get to play god like that.
This law will actively kill some innocent people every year. We shouldn't pass laws that actively kill innocent people, even to save a greater number of other innocent people.
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Bob Edgar retweetledi
Bob Edgar retweetledi
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.
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Donald Trump is the Man ! God BLESS This President !!!!!! Peace in the MIDDLE EAST & Decades of Prosperity are CoMING !!!!!! 🇺🇸 🫡
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Bob Edgar retweetledi
Bob Edgar retweetledi
Bob Edgar retweetledi
Bob Edgar retweetledi
