Big Ern McCracken

Investor. World champ bowler. I'm finally above the law!

[Serenity @aleabitoreddit]

Fun new information discovery from Poet OSINT community:

Seems likely that $POET / $SIVE are going to power a Top-3 hyperscaler (either Amazon, Microsoft, Google).

Given a Linkedin update from Ankur Singla (CEO of Lumilens).

Who stated their customer is one of the top 3 hyperscalers with their post focusing on CPO/NPO.

With that clue, seems more likely the Sivers CW DFB light source path over other EML suppliers given it's CPO Scale Out/NPO.

If you don't remember, Sivers is the laser supplier to Poet. And Poet has purchase agreements with Lumilens.

Always fun to find major potential breadcrumbs in the wild before they're officially confirmed. (Disclosure, long Sive)

[Big Ern McCracken @Gringo576]

Loaded up on $PENG $OUST $NVTS $AMKR $SIMO $WDC and $AMKR today. So far so good!

[Big Ern McCracken @Gringo576]

$MU Let's do a split at $2k instead. Won't be long.

$NVDA $WDC $AMD $INTC $DELL
$MRVL $CRDO $NBIS $ARM

[Plutus Profits @plutusprofits]

$NVTS Navitas Semiconductor

$2.5 million whale calling bottom

[Big Ern McCracken @Gringo576]

@StackedGoblin Great opportunity to load up!!!

[Big Ern McCracken @Gringo576]

@kulturdesken Nice bro! I took a solid chunk at $17.7 today

[CK Capital @CKCapitalxx]

NVIDIA just publicly vouched for $PENG.

Penguin Solutions was named an NVIDIA AI Factory Specialized Partner, a designation NVIDIA gives only to a select group it trusts to build and run full stack AI factories at scale.

That stamp is how you win sovereign AI, hyperscaler, and neocloud contracts. It is built on a decade of working with NVIDIA, and it validates Penguin’s entire pivot into a full stack AI factory platform.

A $3.5 billion company with the NVIDIA seal of approval and a 63% growing memory business under it.

[Sancet @Million_Sancet]

Penguin Solutions $PENG valued at $3.5B, has been certified by $NVDA as a specialized AI Factory partner

This distinction is reserved exclusively for companies with proven expertise in designing, building

And operating large scale, complete AI infrastructures

The certification, the result of more than ten years of close collaboration with $NVDA

Significantly strengthens $PENG position in the AI data center market

And opens greater opportunities in sovereign AI projects, hyperscalers, and neoclouds

The company has delivered robust 63% growth in its memory business

And has successfully evolved into a comprehensive full stack platform focused on building AI factories

[Big Ern McCracken @Gringo576]

@FART_DAMME Damn right buddy, backed up the truck at $61

[Big Ern McCracken @Gringo576]

$MU earnings......

$NVDA $WDC $AMD $INTC $DELL
$MRVL $CRDO $NBIS $ARM

[Hardik Shah @AIStockSavvy]

$INTC | BofA Securities 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐈𝐧𝐭𝐞𝐥 to $𝟏𝟔𝟎 from $𝟏𝟑𝟓, maintains 𝐁𝐮𝐲

[Big Ern McCracken @Gringo576]

@aaryangajulaa Good decision

[Big Ern McCracken @Gringo576]

@WOLF_Financial $SHOP is legit. Patience will pay off.

[Big Ern McCracken @Gringo576]

@TheBrianPiccolo @StocksOnSpaces

[Alex @TickerSymbolYOU]

Let’s talk about quantum computing: $IBM $RGTI $IONQ $QBTS

IBM’s Quantum System Two is at VivaTech 2026 — and it might be the most important piece of hardware most investors walk past.

Here’s why it matters, without all the industry jargon:

1. It’s modular. Instead of one big “hero” chip, System Two is built to connect multiple quantum processors into a single machine. That’s how you scale in the real world: add modules, not reinvent the whole system every time.

2. It’s production-grade, not a science experiment. The “quantum chandelier” isn’t just for show. It’s a cryogenic housing designed to sit at the heart of a rack-style setup you can maintain, upgrade, and eventually deploy in something that looks like a modern data center.

3. It targets real money problems. IBM is pointing this at chemistry, materials, and hard optimization problems — things like better batteries, new drugs, and complex logistics. Even a small edge here can have a huge impact.

4. It’s built to evolve. As better quantum chips arrive, they can be swapped into the same system instead of starting from scratch. That’s how you turn R&D progress into a compounding platform.

The bottom line for investors is simple:

$IBM isn’t just talking about the future of quantum. They’ve built the box it’ll run in. As quantum computing becomes a real economic force over the next decade, Quantum System Two is their ticket to that upside along with companies like $RGTI $QBTS and $IONQ

[Hardik Shah @AIStockSavvy]

$APLD | Northland maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟖𝟐

Analyst sees high-level execution in site sourcing and development, leading to rapid platform growth and significant contracted revenue with hyperscalers.

[Big Ern McCracken @Gringo576]

@TheBigBerbowski Opportunities bro....

[Big Ern McCracken @Gringo576]

@TheValueTrade Imagine not buying $SMMT with 100 M insider buys at current price...

[Big Ern McCracken @Gringo576]

@InvestInve94739 Right there with you man!

[Big Ern McCracken @Gringo576]

@danielisdizzy No worries! Not really into biotech usually but those insider buys got my attention haha