May. 15 at 2:15 PM
Still buying every dip on
$PENG. Not hype — it’s the access.
NASA, USAF, Navy, Lockheed, Boeing… you don’t get into those rooms without years of audits, security clears, procurement hurdles.
$PENG is already there.
Then add the commercial stack:
$NVDA,
$AMD, INTC, SK Hynix. These aren’t “partners”, they’re supply chain alignment at the compute level.
~
$2.5B mcap, sub-
$50. Market is not pricing the optionality.
And almost no one is talking about this: MRVL photonics roadmap (FY28–FY29 guidance), with PENG tied into the Photonic Memory Appliance layer. That revenue isn’t in models yet.
Feels early. I’m not stepping out on dips.
Follow me 👉@ChipDistribution7 for real-time updates and everything. Let’s make moves!
