Kevin Xu is bullish on Penguin Solutions ($PENG), entering an "all-in" position at an average cost of $68.22 with a Rosenblatt price target of $75. The trade is positioned as an earnings play based on the company's AI infrastructure demand and growth in its memory business. The author also reported recent successful trades in Ouster ($OUST) and RoboStrategy ($BOT), while portfolio images show additional activity in IREN, DRAM, AMD, and INTC.