Peng (PENG)

There are some very embarrased fudders of $PENG in the last dip, mooning again -photonics low cap

Very nuanced. People buying $PENG for $MRVL "photonic memory" are likely to be disappointed.

They're on the $SMCI integrator level with potential software add.

The high margin, foundational IP belongs to companies like Celestial or others like Lightmatter.

What they do is build a 2U box, inside the rack, around Celestial/Marvell's the photonic memory IP.

It's also in the development collaboration stage.

Retail just misunderstand the different layers and conflate them all as this company building core photonic memory IP.

Not commenting on the potential price, but it's a legitimate idea for its base business. And upside would be material if they go past sampling.

Just annoying when I get comments about "PHOTONIC MEMORY".

Then they're building the chassis that the actual photonic memory IP sits inside and not even in qualification stage.

Thought about buying a Rolex but I see no value in that shit, so I wanna buy a Pudgy Penguin instead

Shill me your knowledge on how to pick one