The investor has taken a new "all-in" position in Penguin Solutions ($PENG) at an average cost of $68.22, citing a bullish outlook ahead of tomorrow's earnings with a price target of $75 from Rosenblatt. The sentiment is highly positive due to a 63% growth in the memory business and expectations that FY2026 net sales and EPS will hit the high end of previous guidance. Additional tickers monitored in the user's watchlist include SNDK, DRAM, NBIS, BOT, INTC, AMD, IREN, and MSFT.