CryptoLover

#WAGMI | to the moon

[Sean trades @SRxTrades]

Added 2 new position today since my previous adds are going risk free

I bought $TE yesterday off the 8 EMA with a 15m pivot and so far took a trim into the morning pop

Added $AUR on the break of the 7.5 level coming out of a tight daily base with strong volume patterns

I also bought $AMKR coming out of a massive weekly and daily base on volume

Small/mid cap semis are getting some steam today...

My next add will be in the nuclear sector as that looks ready to run

[Options selling with Christian @optionscjp]

I took a little position in $CRWV today

700 shares

+ those debit spreads
Jan27 $150C bto
Jan27 $220C sto

I don't love the debt this company carries, but I think if $NBIS is gonna run the way it is, $CRWV deserves some love considering Jensen and Leopold just increased their stake

Basically same thesis as $IREN. These guys own a massive amount of compute.

Few notes

$CRWV has more actual AI compute live today
$IREN has the raw power footprint
$NBIS has the future contracted capacity story

- Jensen basically put a backstop on this company a few quarters ago and said that if they ever can't sell their compute, NVIDIA will buy it 🤣

- News today: $Dell Delivers World's First Nvidia Vera Rubin NVL72 Server Rack To CoreWeave

Again, I don't LOVE the company to hold forever but i think with the AI buildout lasting much longer than most expect, capex increasing everywhere, this has the same recipe to make a move like $ARM IMO.

I see too much arguing over $NBIS vs $IREN vs $CRWV
when in reality I think theyre all going to be winners over the next few years.

[CK Capital @CKCapitalxx]

I’ve been telling everyone this thing is so undervalued.

New highs. $PENG

[mon @moninvestor]

$PENG +21.64%. 🤯

Absolutely incredible.

This is my second largest holding.

[TheBronxViking @TheBronxViking]

$TE $12+

Bad day to be a 🐼

[Remz @Remzztrades]

Congrats $TE longs!!! :D

[9 Ventures @ThematicTrader]

$PENG, I've been screaming since $27 that it's early. It still is early‼️

Perfectly positioned for the next generation of memory architectures and to be the orchestrator of the Sovereign and Enterprise AI SuperCycle🐧

[Flow God @FL0WG0D]

$1.2 million into these $PENG calls

[CK Capital @CKCapitalxx]

$PENG just told the market something very important and I do not think enough people are paying attention to it.

Alongside a CFO transition announced June 1 the company reaffirmed its full year fiscal 2026 outlook and said both net sales and diluted EPS are now expected to come in at the high end of the range. Driven specifically by agentic AI driven demand.

That is a quiet but meaningful signal.

Companies do not casually guide to the high end of their range. They do it when the demand they are seeing gives them confidence the strongest scenario is the one playing out. And the reason they gave is exactly the thesis.

Agentic AI is moving from experimentation into production deployment and that shift requires more compute, more memory, and more infrastructure. That is precisely what Penguin builds.

Here is why this matters for the bigger picture.

Earlier this year management already raised full year guidance from 6% to 12% net sales growth and lifted EPS guidance from $0.85 to $1.30.

Now they are saying they expect to land at the high end of that already raised range.

The momentum is not slowing. It is building. Integrated Memory jumped 63% last quarter on AI demand. Five new AI and HPC customer wins.

The MemoryAI CXL based server platform gaining adoption across enterprises, governments, and cloud providers.

This is a company executing into the exact inflection the entire industry is moving toward. Agentic AI workloads demand more general purpose CPUs and more memory, not just GPUs. That is Penguin’s sweet spot.

High end of raised guidance. Agentic AI demand accelerating. And the photonic memory optionality with $MRVL still sitting at zero in every model.

The story keeps getting stronger.

[Paradis Labs @ParadisLabs]

$PENG up 19% today:

After reaffirming FY26 outlook w/ revenue + EPS to land at high end of guidance.

CEO: "Momentum remains strong...demand for memory and AI infrastructure continues to grow"

More AI -> tighter DRAM -> more demand for $PENG's memory systems

DDR5 DRAM for current biz expansion.

And CXL as a moonshot bet on the future.

$PENG are the most compelling name for a more high beta bet on emerging memory architectures like CXL imo.

Good to see the markets act kinda rationally here lol.

[Serenity @aleabitoreddit]

$NVDA Jensen Huang:

“ $MRVL the next $1T company ladies and gentlemen “.

Marvell is currently trading at $191B.

I have positions in Marvell… but how much faith do we have in Jensen for the 5x?

[Justin @Justintrades]

$PENG up almost 100% since i shared at $38🐧

Still relatively early in the memory cycle

Targeting $100 next

[Chris @StonkChris]

$OUST continues to be a thing of beauty and continues to push up to my initial upside target 📈

[Paradis Labs @ParadisLabs]

Not sure why $CRDO is down 16% after releasing positive earnings?

Rev: $437M vs $433M expected (+157% YoY)
EPS: $1.16 vs $1.00 expected (+231% YoY)
Guidance: Raised for rev + gross margins

Personally started a position at ~$192 on this negative market reaction:

For more SiPho exposure since they cover 1.6T w/ 3.2T roadmap.

[ppdd @usppdd]

$OUST A Golden Cross is forming between the 60-day and 200-day moving averages.

On vacation in different time zones for the next three weeks. Postings might be light, but I’m more bullish than ever.

See you at $76.

[Sean trades @SRxTrades]

$OUST

Explosive monthly breakout on the highest volume EVER

This is just getting started...

[Freedom By 40 @Freedom_By_40]

$CRWV is probably gone imo 🐂.

Invalidation moved up to last swing low at $94.

Looking for $300+ as long as that holds.

[Enrich Trades @enrichtrades]

$CRWV

A+ weekly chart after this mornings move

Plenty of room back to $140+

[Feroce Research @FeroceResearch]

And there it is.
CoreWeave $CRWV jumps 15% to start the week

$DELL CEO announces their first $NVDA Vera Rubin NVL72

[Feroce Research @FeroceResearch]

hello $CRWV CoreWeave Nation,

it seems 145s is being priced in now, so I will see you there

(will provide updates if i see market pricing things even higher)