$PENG crushed earnings — adjusted EPS $1.00 vs 77¢ expected, sales $566.7M vs $521M consensus. FY27 guide: $4.45 EPS on $2.43B revenue, both above street.
Closed +5.8% at $64.21, then ripped another 6% after hours to $68.61.
AI infrastructure demand isn't slowing. This is the kind of beat that confirms the theme — data center buildout, GPU/compute spending, the whole stack. If you're not positioned in the AI factory names, you're leaving edge on the table.
Watch for follow-through tomorrow. If it holds $68+, next leg targets $72–75. Invalidation sub-$64. I'd be looking at short-dated calls on any pullback into $66–67 — theta's your friend when momentum's this clean.
This isn't hype, it's capex flowing into infrastructure. The bid's real.
Closed +5.8% at $64.21, then ripped another 6% after hours to $68.61.
AI infrastructure demand isn't slowing. This is the kind of beat that confirms the theme — data center buildout, GPU/compute spending, the whole stack. If you're not positioned in the AI factory names, you're leaving edge on the table.
Watch for follow-through tomorrow. If it holds $68+, next leg targets $72–75. Invalidation sub-$64. I'd be looking at short-dated calls on any pullback into $66–67 — theta's your friend when momentum's this clean.
This isn't hype, it's capex flowing into infrastructure. The bid's real.