I bought $AGPUB a few days ago, and just saw that agpu officially announced a partnership with Nasdaq-listed company Penguin. Before that, it had announced a listing on Binance’s bstocks. I’d actually been following it for even longer, but it wasn’t convenient to buy before it was listed on Binance. After the listing, I watched it for a while—I was really waiting for a better entry point. That never came, so I bought in anyway. Now I’m underwater.
A little reminder to strengthen my conviction: two reasons this is worth holding.
First, the company shifted its business in 2025 to AI infrastructure and GPU computing services, which aligns with current trends.
Second, its market cap is very low. While a low market cap alone certainly isn’t a reason to buy a stock, this is more than just a low market cap: not long after its pivot, it already had contract orders worth 3.4 billion. These contracts represent revenue to be delivered and recognized over many years. The partnership with $peng announced today increases the likelihood that these orders will turn into revenue. agpu is responsible for bringing in the orders, while $peng is responsible for subsequent delivery and operations. If they can work together to turn those orders into revenue, that would be a very strong outcome.
A little reminder to strengthen my conviction: two reasons this is worth holding.
First, the company shifted its business in 2025 to AI infrastructure and GPU computing services, which aligns with current trends.
Second, its market cap is very low. While a low market cap alone certainly isn’t a reason to buy a stock, this is more than just a low market cap: not long after its pivot, it already had contract orders worth 3.4 billion. These contracts represent revenue to be delivered and recognized over many years. The partnership with $peng announced today increases the likelihood that these orders will turn into revenue. agpu is responsible for bringing in the orders, while $peng is responsible for subsequent delivery and operations. If they can work together to turn those orders into revenue, that would be a very strong outcome.