$PENG (Penguin Solutions, Inc.) — investor discussion on X

Penguin Solutions ($PENG) disclosed a 36,000-GPU AI project in Norway that closely matches a reported $10B Anthropic buildout. The project would use Nvidia ($NVDA) GPUs, with Volta reportedly seeking about $5B in financing for the chips and data-center lease.

💾 Green today, and it's all the same layer: $MU $SNDK $PENG Memory is the part of the AI machine with pricing power right now. HBM is sold out, contract prices keep repricing higher, and Nvidia raised server prices and pointed at memory costs. The chip thinks, but memory holds, a

$PENG is an EP - double beat and raise on earnings. This is a rare setup that I've only seen once - HVE followed by HVE and higher highs. https://t.co/SXvvkigmj2

$PENG will have done its second straight HVE day in a row by noon today. A potential EP here in the face of market pressure. https://t.co/47NvdkZ47o

$PENG Dropping dime after dime to the team. That's a pretty nice candle 🕯️. Do I spy with my little eye back to back HVE candles. https://t.co/UGmVZqUgOO

$PENG is breaking out after beating earnings estimates. It is a full-stack hardware, memory, and services company that designs, builds, and manages AI data centers. @MarketSurge #IBDpartner https://bit.ly/431EbVK https://t.co/CYlYMFxnu2