May. 21 at 5:16 PM
$PENG — Initiated a Position on 5/21/2026
Earlier this morning after Nvidia’s AI Factory commentary in their Conference Call yesterday, I initiated a position in
$PENG. The deeper I dig, the more connections I see between
$NVDA,
$NOK, SK Telecom/SK Hynix,
$DELL,
$IREN & next-gen AI infrastructure.
$PENG may be an overlooked AI infrastructure integrator sitting between compute, memory, networking, photonics & deployment that the market is sleeping on.
$PENG is the AI Factory Infrastructure integrator that connects the various AI systems together. It is the glue that binds the AI Factory trade together.
And if that’s not all, President Trump even holds
$15,000 worth of
$PENG as of May 14, 2026.
Not chasing after the recent move. Instead, I am planning to scale in slowly, especially with dilution reportedly coming.
Full thesis + photo evidence here: https://substack.com/profile/429660215-gremlinsatplay/note/c-262862308?r=73t3xz&utm_source=notes-share-action&utm_medium=web
