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Posted by
Two Blokes Jun 20 -
Filed in
Stock
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4 views
Penguin Solutions is rapidly evolving into a vertically integrated AI infrastructure provider, showing strong revenue growth, rising margins, and robust cash flow. Strategic partnerships with Dell and SK Telecom, plus vertical integration, position Penguin for scalable enterprise AI deployments and recurring, high-margin software revenue. The company trades at a steep discount to peers, with a clear path to multiple expansion if current growth and execution trends continue.
