$350k YOLO into $PENG. 3X from here by December.

Full port into $PENG. They just crushed their earnings report on Tuesday and it's up from here. Memory stocks aren't going away.

* Integrated memory growing at 111% YoY.
* Total rev growth went from -6% to +30%.
* Nvidia Ai specialized factory partner
* Built the industry's first production-ready CXL KV cache server

CEO Kash Shaikh - As inference and agentic AI workloads become more persistent and context-rich, memory is increasingly becoming one of the primary performance and scalability bottlenecks.