I'm Staying Bullish On Penguin Solutions Despite The Recent Sell-Off

Company Overview - Penguin Solutions (PENG) specializes in high-performance computing systems and advanced memory products, while also maintaining an older LED business primarily for cash generation rather than growth [1]. Investment Focus - The analysis emphasizes a focus on small- to mid-cap companies, which are often overlooked by investors, but occasionally includes large-cap companies to provide a broader market perspective [1].