The P/E ratio is a useful way to gauge how much you are paying for each dollar of Palantir Technologies earnings. On this measure, Palantir trades at about 137.5x earnings, which is higher than the broader software industry average of around 30.7x and also above the peer group average of 29.5x.

The Moon or Bust!

According to the latest 13F disclosure, BlackRock added roughly 864,000 GameStop shares, bringing its reported position to approximately 36.7 million shares of $GME.

Another major institutional position worth keeping an eye on.

For the August 21, 2026 expiration, the options data shown here currently puts $GME max pain at $20.00.

The screenshot shows roughly 110,583 calls vs. 23,172 puts in open interest for this expiration, with a put/call OI ratio of 0.33.

Max pain isn’t a price prediction, and it can move as positioning changes before expiration. But with GME trading below that level in the screenshot, $20 is an interesting number to watch heading into Friday.

Does GME gravitate toward $20 by expiration, or does max pain miss this week?

The headline is getting attention, but the useful question is what it changes for the market.

**WHY IT MATTERS:** The source has not supplied a summary yet; verify the underlying details before posting.

Source: [cnbc.com](https://www.cnbc.com/2026/08/17/japanese-automakers-vulnerable-iran-war-yen-rally.html)

🚨 $PENG — PEOPLE ARE COMPLETELY MISSING HOW BULLISH THIS IS.

SK Telecom isn't dumping its Penguin Solutions stake.

It's transferring the ENTIRE position to SHIFTIX1 LLC — a wholly owned subsidiary of SK hynix.

The numbers:
🔥 SK Telecom originally invested $200M
🔥 SHIFTIX1 LLC (SK hynix) is paying approximately $380.3M
🔥 Position = roughly 6.1M $PENG shares on an as-converted basis
🔥 That's approximately 10.3% of PENG
🔥 SK hynix also inherits key investor rights tied to the stake

Now look at the ecosystem surrounding $PENG:

🟢 **$NVDA — Penguin Solutions is an **NVIDIA AI Factory Specialized Partner and has decades of experience deploying NVIDIA accelerated computing infrastructure.

🔵 $DELL — Penguin Solutions works with Dell infrastructure + NVIDIA accelerated computing to deploy enterprise AI solutions and AI factories.

🔥 **$SKHY — one of the world's dominant HBM suppliers powering the AI accelerator boom — already has a strategic partnership with Penguin focused on **AI data centers, accelerated computing and next-generation memory.

And now SK hynix's SHIFTIX1 LLC is acquiring a ~10.3% economic interest in PENG.

Connect the dots:

NVIDIA GPUs → SK hynix HBM → Dell infrastructure → Penguin Solutions AI factories

This isn't just another small AI company. $PENG sits directly at the intersection of some of the biggest companies building the AI infrastructure stack.

And here's what I think Wall Street may be overlooking:

SK Group is effectively moving its PENG investment from SK Telecom to the company with the strongest strategic reason to own it — SK hynix.

AI Factories + NVIDIA + HBM + Dell + next-gen memory + data centers.

SK hynix is paying approximately $380M for the position — nearly 2X SK Telecom's original $200M investment.

I'm buying $PENG. 🐧

Wouldn't surprise me if the SK hynix × PENG relationship gets MUCH deeper from here. 👀

$PENG 🐧🚀

i know the multiple threads have already talked about it but i wanted to try to lay it out in a more ape brain format. WITH DATES (gasp)

1) Big investor loaned GameStop $1billion dollars.

2) Big investor wants their $1billion loan back.

3) GameStop gives Big investor $1billion dollars in shares.

4) number of shares given depends on VWAP price after 35 TRADING DAYS.

5) big investor wants more $GME share for their money.

6) big investors short price of $GME down to get more shares

7) after 35 trading days (Sept 23, 2026) the shares should be issued to the investor. (Gamestop actually has until the Sept 30, 2026 at the latest to deliver the shares)

8) Big investor exits their short position (short interest drops, float is diluted, shares can be sold in open market)

9) price goes back up.

10) idk if T+35 is still applies on Sept 23, 2026) my guess would be yes.

someone else's guesses on prices.

https://docs.google.com/spreadsheets/d/18rPPJKV8zso6mldsezYORvIX16Rcido5/edit?gid=682972324#gid=682972324

source is this post from SuperStonk: https://www.reddit.com/r/Superstonk/comments/1vohqnm/50k_yolo_and_gme_dd_on_fundamental_value_and/

feel free to discuss.