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@temple_eight · Long PENG
Read asLong PENG
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Tue, Oct 13Tweeted
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Temple 8 Research@Temple_EightMy findings here turned out to be more bullish for Penguin then I expected. Operating cash flow should double in FY 2027 and then increase dramatically again in 2028 which should resolve their cash flow problems. The only risk to cash flow is if CXL memory demand goes nuts in a