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Joined March 2022
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$PENG 🧵
Penguin Solutions is up ~15% today after crushing earnings last night. EPS $1.00 vs ~$0.75 expected, a ~33% beat, and it even cleared the $0.84 whisper number.
Record quarter + raised outlook. Here's the breakdown 👇
Full year FY26:
Revenue $1.73B, +26%
EPS $2.87, +51%
Cash $647M, up $207M QoQ
Paid off its $100M credit line
Stock had fallen ~17% since last earnings heading in. This print flipped the narrative.
$TSM 🧵
Taiwan Semi hit a new 52-week high this morning, around $480 premarket (+1.7%). Market cap ~$2.45T, and the stock is up ~14% in the past month alone.
Earnings land Oct 15. Here's what you need to know 👇
Valuation: P/E ~35. A premium, but far cheaper than AI names like $AMD (~140x).
Analysts: Buy consensus, avg PT ~$550 (~15% upside), Street-high $700. Recent: Stifel initiated Buy at $515, Bernstein $554, Needham $530.
$AKAM just announced an expanded $11.6B, 7-year deal with Anthropic for AI cloud infrastructure — one of the largest single commitments in Akamai's history.
This isn't their first deal together either.
Here's the full story 👇
The structure: Akamai will supply CPU compute for Anthropic's workloads via its distributed cloud. Deal can expand by another $9B — total potential commitment ~$20B over 7 years.
Akamai also issued Anthropic a warrant for up to ~5% of its shares, priced at $111.33.
$AMD just crossed $1 trillion market cap. 🚨
Stock at $609, up huge today, joining the trillion-dollar club alongside Nvidia and Apple.
From near-bankruptcy under Lisa Su a decade ago to this.
Here's what got it here 👇
The AI story: Data center revenue +107% YoY last quarter, now 58% of total revenue. Helios (new AI server platform) is ramping, and management says demand for both CPUs and GPUs is outpacing supply.
Next earnings: Nov 3.
$SNDK 🧵
SanDisk has beaten earnings estimates 4 quarters straight, by an average of ~381%. Stock is up ~570%+ over the past year on an AI-driven NAND flash shortage.
Next earnings: Nov 5. Here's the full picture 👇
The bigger picture:
• Up ~570%+ over 12mo, but down ~20% month-to-date (profit-taking/rotation out of chip names)
• Forward PEG: 0.11 — historically cheap, or a sign of deep skepticism this growth holds
• Bernstein just raised PT to $3,000 from $1,700