PENG#245
Thesis
Penguin Solutions reaffirmed guidance to maximum, CFO transition overblown, Nokia infrastructure partnership
Original post text
If you are not watching $PENG right now, you are completely missing the easiest macro play of 2026. Everyone panicked about the CFO transition news, completely ignoring that Penguin Solutions just: 1. Reaffirmed guidance to the absolute maximum 2. Appointed $NOK infrastructure https://t.co/bsOZow0qhO
Price Tracking
| Label | Ticker | Price | Recorded |
|---|---|---|---|
| t0 | PENG | $59.86 | 2026-06-09 11:01:25 |
| t+1d | PENG | $64.63 | 2026-06-09 11:01:25 |
| t+2d | PENG | $64.63 | 2026-06-09 11:01:25 |
| t+3d | PENG | $64.63 | 2026-06-09 11:01:25 |
Metadata
T0 Price: $59.86
Created: 2026-06-09 10:59:37
Scored: —
Updated: 2026-06-09T11:01:47.427161+00:00