Remus Teo

ALL IN $PENG

[Remus Teo @remus_teo]

Finally feels so good to be on X again!

[Remus Teo @remus_teo]

12/ I currently own $PENG and it is one of my largest positions.

I may be wrong on timing. I may be wrong on execution.

But this is not random. I have done the work, I understand the risk, and I am choosing to underwrite it.

Not financial advice.

[Remus Teo @remus_teo]

1/ $PENG is close to 20% of my portfolio.

Not from a quant screen, and not because "AI stocks are hot".

My thesis: Penguin sits at the intersection of AI infrastructure and memory. Inference/agentic AI is making that intersection much more important.

[Remus Teo @remus_teo]

11/ So the thesis is not "cheap stock + AI label".

The thesis is:

Memory bottleneck + AI factory complexity + NVIDIA/Dell ecosystem + customer deployments + operating software + improving guidance.

That is why I sized it big.

[Remus Teo @remus_teo]

Personal update: my website will be live this week: https://t.co/Jou5ChIdzh

I started in the Air Force, left, and spent years building businesses in swim education and fitness/wellness. Now I'm focusing more on my investment firm and sharing the journey here on X.

Stay tuned.

[unusual_whales @unusual_whales]

JPMorgan's, $JPM, Jamie Dimon, Apple's, $AAPL, Tim Cook and Jeff Bezos of Amazon, $AMZN, were among the business leaders attending the state dinner honoring Japanese Prime Minister Fumio Kishida, per Bloomberg.

[Ian Cassel @iancassel]

Don't let anyone tell you it's impossible to be a good businessman and a good husband and father.

[Remus Teo @remus_teo]

They can’t stop you if they didn’t see you coming.

[Remus Teo @remus_teo]

When you hear that something can’t be done, ignore that advice and push forward. Anything is possible. #PossibilitiesAreEndless

[Remus Teo @remus_teo]

When you make a mistake it’s a blessing... but you better correct quickly.

[Remus Teo @remus_teo]

The only competition you should be worried about is the person you were yesterday.