HP

SpellAccomplished541

They are in the article linked above (remember that was a long time ago and he has changed since then but he was infamous back in the day: |Stock|Fate|ROI| |:-|:-|:-| |Exodus|Bankrupt|\-100%| |Inktomi|Acquired (Yahoo)|\-99%| |InfoSpace|Collapsed|\-99%| |Digital Island|Acquired|\-94%| |724 Solutions|Acquired|\-98%| |Ariba|Acquired (SAP)|\-65%| |Veritas|Merged|\-84%| |Mercury|Acquired (HP)|\-42%| |Sonera|Merged|\-93%| |VeriSign|Survivor|\+10%|

pcurve

maybe Adobe can find an new CEO from HP too. fml.

mxmcharbonneau

If you bought JNPR, the stock still existed until HP bought them in 2024, but it never got even close to its 2000 top.

devo9er

I rented one from Turo for a week while my car was getting work done. BRZ is almost perfect. Needs 50 more HP to be a truly fun drivers car. The handling only shines when you're driving it like a twat. More acceleration would go a long way to making feel more like a sports car when you're getting on the highway etc.

AvocadoPurees

HP calls = free money looking at how much Jpowll is printing to prop shit up every day

Mysterious-Device-53

Bitcoin mining power usage is literally just a tiny drop in the bucket. There are 6-7000 HP electric motors rolling out steel and aluminum all over the country. I bet just one of those uses more energy in a day than all the miners in the world. Not to mention hundreds of other motors per plant, which include numerous 2-3000 HP's in each plant

gly_Rock4354

Warner bros it's a bad business but with unmatched assets (DC, HP, LOR, GOT, Looney Tunes etc). AT&T bought and didn't change nothing so it was destined to fail. If Ellison's want a different future they should start by closing all cable news and firing woke people who are destroying their unmatched assets (like the one who race swiped snape) with this they would instantly improve margin and gain public opinion

DramaticDirection292

“Enormous room to cut rates”? The spread is less than 2% at this point. The market sets the rate which is based on the risk free 10 year treasury. The Fed has no control on where the 10 year interest rate (currently at 4%) is and given that mortgage rates are now around 5.9%, there really is no room for banks to move the lending rates down. The historical spread is between 1.5-1.9% (https://fred.stlouisfed.org/graph/?g=i8HP) and we are sitting around 1.8-1.9%. So at most you’ve got about another 30bps of rate drop in mortgages (hardly anything) before it just makes no sense for banks to lend and take risk when they could just stash money for a near risk free similar return. Barring any intervention (rate caps set by the government) or a sudden drop in treasuries, mortgage rates look pretty much at a floor.

Srcunch

I have a family member that works for HP. When their CEO left, they had a meeting and disclosed that they had 12,000 US employees. They have 55,000 employees.

Unit_Weird

There some fking low stocks out there. I bought Dell today at $121 .. because all my Dell computers last longer than HP or others. Just based on feelin ...

VerifiedGenius

I believe: SaaS on the way back up, NVIDA folding sell outs after earnings, while Intel, HP, AMD, and Micron actually holding weight of supply chain. Tech propagators, NVIDIA, META, Google, and similar American tech in direct pull of government agenda will stagnate the next few months. Notable increase for demand in integrated tech, making waves in the financial sector first, commodity silver, materials/minerals stocks fintech/local banks increasing gains with AI, DAVE, SoFi, PB, WesBanco, and diversified Japanese/ South Korean ETFs will grind the path to secure AI, proving new wave mentality from stocks to AI: safety=accuracy=performance. Who would’ve thought doing the logical thing all along was the best path forward, even if it was hard and we have to be patient? *I am not a financial advisor and this comment is not financial advice, only my personal opinion.*

data-with-dada

Sup nerds. Let me tell you why PayPal might be the most interesting trade sitting in front of us right now, and why I think a lot of people are sleeping on it. PayPal just had its GameStop moment, except this time it’s in reverse. Instead of a bunch of retail traders pumping a dead company to spite hedge funds, this is a genuinely dominant business that got absolutely demolished by the market until it looked so cheap that the big players started circling it like sharks. The stock peaked at $309 in 2021. It just bottomed somewhere around $38. That’s nearly an 88% drawdown on a company that processes $1.8 trillion in payment volume annually and has 439 million active users. Remember when GME was at $4 before the squeeze and people were like “this company is worthless”? The market has a tendency to overshoot in both directions, and right now PayPal is getting the same “this thing is dead” treatment that GameStop got, except PayPal’s business actually works and generates real money. Three weeks ago the company dropped a disaster earnings call, missed on revenue, missed on EPS, guided to a mid-single-digit earnings decline for 2026, pulled their long-term targets entirely, and fired the CEO all in the same breath. The stock dropped 19% in a single day on 135 million shares of volume. Pure capitulation. Everyone who was on the fence panic-sold, every algo that had a stop loss triggered, and the stock just got gutted. That kind of selling is almost always overdone, and the data backs it up. After that kind of volume event you typically see a flush and then stabilization. The people who are left holding after a 19% single-day drop aren’t weak hands anymore. Now here’s where it gets acutally interesting. Two days ago Bloomberg reported that PayPal has attracted unsolicited takeover interest from major rivals. Then yesterday it came out that Stripe, which is privately valued at around $150 billion, is among the parties looking to potentially acquire all or parts of the company. That means Stripe, a private company, is valued at roughly four times what PayPal’s public market cap currently is. Let that sink in for a second. The scrappy challenger is worth four times the established pioneer that built the entire consumer digital payments infrastructure. Either Stripe is massively overvalued, or PayPal is massively undervalued. Probably some of both, but the gap is absurd. When Stripe starts sniffing around, you know the institutional money has figured out there’s value here that the public market hasn’t priced in yet. The fundamental case was already there before any of this acquisition noise, too. PayPal is trading at roughly 8x forward earnings right now. To put that in context, Visa trades at around 25x, Mastercard trades at a similar multiple, and the broader financial sector averages about 21x. PayPal is one of only four globally recognized payment network brands in the world alongside those two and Amex, and it’s priced like a struggling regional bank. The company generated over $5 billion in net income last year, up 26% year-over-year. It has $14.4 billion in cash and investments on the balance sheet. Venmo alone grew 14% for four consecutive quarters and brought in $1.7 billion in revenue. The business isn’t broken. The execution was bad and the guideance is ugly, but there’s a massive difference between a bad quarter and a broken company. The new CEO angle also matters more than people are giving it credit for. Enrique Lores, who took over March 1st, is the guy who turned HP around, cut costs, rebuilt margins, refocused the product lineup. That is literally the exact playbook PayPal needs right now. The prior CEO got fired because the board thought he was moving too slow on restructuring. So they went out and found someone with a verifiable track record of doing exactly this. Markets hate transition uncertainty, and that uncertainty is already priced into the current stock price. What’s not priced in is the possibility that Lores actually executes. If you’re thinking about options instead of just the stock, the setup has real asymmetry to it but you have to be thoughtful about structure. Implied volatility is elevated right now after a 15% two-day move, which means you’re paying a premium for optionality. A short-dated call is dangerous here, if the acquisition rumor cools down for a few weeks you’ll bleed theta while waiting for the next catalyst. The smarter structure is probably a call spread out to May or later: buy the $50 call, sell the $65 call, something in that range. You’re capping your upside but also dramatically reducing your cost basis and the IV drag. You’re essentially betting the stock gets back to analyst consensus price targets, not that it squeezes to $200 like GME. Analyst median price target right now sits at $67 with the bull case around $70-80, and that’s without any acquisition premium baked in. A formal takeover offer typically comes with a 30-50% premium over current price, which could push the deal value north of $60-65 per share from where we are now. The risks are real though and I’m not going to just wave them away. The acquisition might not happen, “preliminary interest” is Wall Street code for “some banker made a call and someone else didn’t hang up immediately.” If Stripe walks, or if the rumor just fades with no follow-through, this stock gives back those gains fast. There’s also a class-action securities fraud lawsuit filed on February 22nd alleging material misstatements about growth outlook under prior leadership, with a lead plaintiff deadline of April 20th. Legal overhang at exaclty the moment the company is trying to reset its story is not ideal. And the core structural problem, Apple Pay and Google Pay eating into branded checkout with younger users, is real. That’s not an execution problem Lores can fix with cost cuts. Branded checkout grew just 1% last quarter. That’s the kind of slow bleed that eventually matters if they don’t find an answer for it. But here’s the thing about the GameStop comparison that actually holds up: the best trades aren’t the ones where everything is perfect, they’re the ones where the market has overcorrected and the asymmetry between downside and upside is skewed in your favor. GME at $4 wasn’t a good company, it was an oversold one with a specific catalyst coming. PayPal at $47 is actually a good company, and it has multiple potential catalysts converging at the same time, acquisition interest from Stripe and others, a new CEO with a restructuring mandate, a valuation that makes no sense relative to cash flow, and a stock that just had a historic capitulation event. The downside from here is probably $35-38 at the worst case if everything falls apart. The upside if a deal gets done or Lores executes is $65-85. That’s the kind of setup worth paying attention to. Size it right, don’t bet the house, but don’t sleep on this one either.

UnObtainium17

Personally I think WB's IP combined is not worth close to $90B. They should have just tried to bid for HP and maybe DC, the rest are mid. Let Paramount overpay for it and maybe Netflix can buy Paramount - WB for less in a few years.

eljefechico

Why the fuck is HP going up!!!?

spiritchange

I like Anthropic because companies use it to improve their own products. A company like Crowdstrike will go to Anthropic and team to figure out how to make Crowdstrike products better. Just like Crowdstrike might go to Dell or HP to buy desktop computers. Anthropics current revenue is based on providing AI services to companies, which is why I like their model of business.

NaiveMercury

Wow dude, both HP and WDAY below 2022 lows after their earnings today Absolute depression in the software industry Is this dotcom 2.0 for the software stocks?

ETFBro4DaWinz

one thing id be careful with is that new PYPL CEO could be on side of vultures and sell this massively profitable company at discount, his track record at HP was dismal.

ShitpostSulthan

HP cala

iStayG00bin

anyone getting HP puts today?

No_Feeling920

I'm talking about the German BaFin. They are concerned about orderly and transparently operated financial markets, fast resolution of production incidents, minimum customer impact, 99%+ uptime, proper post-mortem analysis and preventative measures against the same issues repeating in the future. That sort of things (and many others, I bet, not directly concerning developers and operations). Having top tier vendor support for the hardware, OS and third party components is a must in that context. Though I doubt IBM would drop Mainframe/Z support, for as long as it is a profitable business for them. When HP dropped OpenVMS and Intel dropped Itanium, it was likely because the business was getting unprofitable or not profitable enough for all the corporate complexity/management hassle.

Bruin1217

Anyone bullish or bearish on HP?

pspahn

I'm porting a large proprietary niche spaghetti erp from HP Business Basic/IMAGE to a modern stack. Something I've thought about for years but now it's "possible" It'll probably work, but I won't really understand why because I don't care as long as it works.

Creative-Package6213

LOL why in gods name would you ever buy a HP printer for? They've been shit for a while now, it's not like it is anything new...

brohebus

In the late 90's I worked on a COBOL migration project. I was strictly on the hardware side of things, installing shiny, new late-90's HP gear, RAID, tape libraries, and assorted networking shit in a new datacenter to replace an ancient (even then) System 360 config with washing machine sized hard drives. My work was done and I was still working with the client (large hospital) in other areas so I'd hear snippets through the grapevine. In the end they attempted to migrate over and it sort of worked for a bit, but they ended up losing something like 5 years of data in the process and had to reverting back to the original system after 6 months and, hold on to your hats, they hired a team of data entry people to manually rekey the missing data. Lots of bite marks in the mahogany desks that week I'm sure. Years later (2018-2019ish) I ran into somebody involved in the project and we got to talking and turns out they were \*still\* running the 360 stuff with some sort of middleware. What a nightmare, but nobody ever got fired for hiring IBM. Anyway - the COBOL dudes in the 90's were already old AF so I can't imagine who's doing the work now. In

Throwingdartsmouth

Oh my god, I don't want or need a subscription to use my printer. I might short HP out of spite for this madness.

QuantumLooped

Hims calls - spent so much on advertising I can’t imagine they were doing so without making money HP puts - my printer can go f itself Nvidia puts - bubbling the bubble idfk

ShitpostSulthan

HP calls for tomorrow ?

ShitpostSulthan

HP calls for earnings ?

Fern-ando

So I should invest in HP or still wait?

HWTseng

Calls on HP and Dell a good idea? What we think? Weak forward guidance due to RAM shortage? But I only know the computer/laptop space of these companies…

Same_Bag711

Flushing your money down the toilet would be a better usage of it than purchasing an HP laptop 14. Actually the biggest piece of shit technology to ever exist

cookingboy

You mean you can’t just hire some kid off the street for $20 an hour to vibe code multiple mission critical enterprise software for your entire company that will have enterprise grade SLA and support? You mean I can’t just pay $200 for a Codex/Claude subscription and type a few prompts and get my own version of Microsoft Exchange and SalesForce? You mean HP/Dell can’t just ask AI to code them a fully functional operating system that is fully compatible to Windows applications without the need to pay for Windows licenses? I’m not even an “AI is totally useless and overhyped” Redditor. I do think AI will be disruptive and some small business targeting SAAS companies will run into more competition and there will be some margin hits, but the market is reacting like the above scenarios are the inevitable future going forward. It’s so fucking dumb, as if people forgot that SAAS became mainstream not because the software part (it has existed for decades before), but the service part.

rbwm

So puts coming on HP, Dell, Roku

HaiKarate

Macbook Airs are most definitely not reasonably priced. Again, you're paying a premium price ($1000) for ultra-thin and ultra-lightweight, but you're losing ports and you get a small amount of storage. An HP entry level laptop is $500, you get twice as many USB ports (both USB-C and USB Type A) AND you get an HDMI port, AND you get twice the SSD storage. Macbook Air is only reasonably priced if you're already used to Apple's premium pricing. >Until recently, the support for enterprise management, fleet management, provisioning/deprovisioning, updates management and compliance support was non-existent.  This is false. Macs have had enterprise management software for over 20 years. Apple first integrated MDM into the OS in 2010.

cookingboy

You mean you can’t just hire some kid off the street for $20 an hour to vibe code multiple mission critical enterprise software for your entire company that will have enterprise grade SLA and support? You mean I can’t just pay $200 for a Codex/Claude subscription and type a few prompts and get my own version of Microsoft Exchange and SalesForce? You mean HP/Dell can’t just ask AI to code them a fully functional operating system that is fully compatible to Windows applications without the need to pay for Windows licenses? I’m not even an “AI is totally useless and overhyped” Redditor. I do think AI will be disruptive and some small business targeting SAAS companies will run into more competition and there will be some margin hits, but the market is reacting like the above scenarios are the inevitable future going forward. It’s so fucking dumb.

cookingboy

You mean you can’t just hire some kid off the street for $20 an hour to vibe code multiple mission critical enterprise software for your entire company that will have enterprise grade SLA and support? You mean I can’t just pay $200 for a Codex/Claude subscription and type a few prompts and get my own version of Microsoft Exchange and SalesForce? You mean HP/Dell can’t just ask AI to code them a fully functional operating system that is fully compatible to Windows applications without the need to pay for Windows licenses? I’m not even an “AI is totally useless and overhyped” Redditor. I do think AI will be disruptive and some small business targeting SAAS companies will run into more competition and there will be some margin hits, but the market is reacting like the above scenarios are the inevitable future going forward. It’s so fucking dumb.

Technical_Scallion_2

Yeah, that’s exactly what I mean. I had all these devices, including a Palm VII with a cell connection and I was using my little stylus and HP tiny keyboards, but they were not smartphones in today’s sense of the world. The iPhone is when smartphones actually became usable, with Maps being a big one - that make Uber, DoorDash, etc all possible. I think if we want to draw a parallel to AI, then AI started 20 years ago with neural nets and machine learning, but it too was not the same thing as LLMs since 2023.

Memeharvester5000

Ah yes, Kraft Heinz, united health, and HP all winners in my book

Jeff__Skilling

>Something feels off. Amazon, Alphabet, Meta, and Microsoft are about to spend nearly $700B on AI infrastructure. But Free cash flow is collapsing. Right....because capex is skyrocketing, like you mentioned in the first sentence of the OP -- this isn't really an earth-shattering realization. It's just basic addition and subtraction (FCF = OCF less Capex)..... >Debt is rising. How else would you finance that huge capex number....? >Stocks are underperforming. Again...this can be chalked up to PEMDAS. A stock price is the sum of all of a companies FCF to equity, discounted back to today at *some* rate, which includes a massive undiscounted (or very minimally discounted) cash outflow in the form of capex.... >Amazon’s FCF down 71%. Alphabet raising $25B in debt. Massive capex across the board. None of this is surprising, given the above commentary >And at the same time AI companies are spending $1B+ on ads, paying influencers $400K–$600K to promote AI tools. If AI is truly revolutionary, Why does it need a Super Bowl ad and creator sponsorships to drive adoption? How is this any different from any other massive ad campaign put out in the 90s by AOL, Yahoo, Dell, or HP? >The iPhone didn’t. Google Search didn’t. Email didn’t. lmao, dude, the literal most famous TV advertisement of ***all fucking time*** was an [Apple ad the ran during the '84 Super Bowl](https://en.wikipedia.org/wiki/1984_(advertisement)) Also, it looks like there are **plenty** of tech / web based [commercials that aired during Super Bowls in the 90s](https://en.wikipedia.org/wiki/List_of_Super_Bowl_commercials) tbh, this really just sounds like a pretty naive post from someone with little historical context (or even anecdotal context) on the impact of technological change on broader financial markets...

Ok_Cry7572

HP Now Lets You Rent a Gaming Laptop, Starting at $50 per Month😂😂

Dropout_2012

Not sure why they wanted this guy as CEO, dude was a disaster running HP

novium258

I've gotten into arguments with people over this. "Oh I need 750 HP because I have a boat" blah blah. Meanwhile, I'm hauling grapes and barrels and 3000lbs of sailboat (not including trailer) with my dad's 1976 Dodge with a whopping 150hp, which is half the HP of my sedan.

alwaysleafyintoronto

There's a great Superbowl commercial from like 30 years ago about herding cats, from EDS before HP bought them.

LivingLeading147

What is meant by over ordering is when end use customers (nvidia & AMD for use in their AI platforms, PC manufacturers Dell, HP, Lenovo, phones like Samsung and Apple, consoles) place orders at multiple suppliers for their future needs, totaling 200% demand. Due to allocations they expect to only get 50% from each, but that totals 100%. Now apply that across everyone that is panicking about securing future supply, and the suppliers think their demand is growing at 100% each year. At some point things catch up and the end customers get 150% of their demand signal, so they cancel 50% of their orders. Thats when things go in the shitter. And by this time the suppliers have started building their next 3 fabs at $30B per pop. That’s the memory and NAND cycle over the last 30 years. The last 7-8 have been pretty good since it’s a 3 horse race for memory, but all bets are off when the Chinese fabs catch up. The big crash happens when the institutional players get signals that customers are starting to refuse their allocations. They will get this notice weeks if not months before retail. If you’re in the industry you also get advance notice. Retail will be the last to find out, by then it’s too late. If you are retail it’s better to sell a little early rather than wait around too long. Stocks that 3x in 6 months also have the capability of going down by 75% in 6 weeks. Good luck!

ThatOxyMoron

And look at what he did to HP? Ruined the company. He basically left the company at the lowest stock price with absolute no grounding in market. Absolute failure of a CEO.

Pristine_Arm8260

Um... At HP his pay package was based on EPS. At PayPal it's based on share price. At HP his track record wasn't horrible, he did the job, grow EPS.

Pristine_Arm8260

[https://www.sec.gov/Archives/edgar/data/47217/000004721725000014/hpq-20250223.htm?utm\_source=chatgpt.com](https://www.sec.gov/Archives/edgar/data/47217/000004721725000014/hpq-20250223.htm?utm_source=chatgpt.com) This is the pay package from HP. He was incentivized to raise EPS. This means just buyback shares & raise earnings. Don't worry about the stock price.

likwitsnake

Have you seen HP's performance while he was at the helm? Putrid. Also these are how all CEO compensation packages are lined up, people used this exact same thesis to say Blackberry was coming back because the CEO had incentive to get the stock up.

whitesweatshirt

They hired the most random dude as CEO, like of all the people they could have brough on they pick some random guy from HP.... smh

AdCritical5383

HP is a bratty twink.

salty0waldo

It’s a cool company. I actually found it looking at large HP natural gas compression, since I’m pretty bullish on natural gas. Plus, they have long-term service contracts so their revenue is pretty stable. It has run up a bit, and the debt load is a bit high to be honest. EQT helped them come public so the past year they were selling their shares. AROC is a name I don’t own but has better valuation and capital allocation. NGS I have been watching, they build their own frames and buy the motor-drive from CAT or CMI.

teostefan10

If this was correct, 90% of cars would have <100 HP because majority of people don't need more.

Much-Pay9295

I saw the interview that ccn did to the guy that most people now call Satoshi. He was a tall white guy wearing a hoodie and he say he and a partner working together to create a new currency in fact he never even mentioned crypto or Bitcoin He said he was a cryptographer and he was using he's skills on to create a new currency that will bring transparency and be independent from the banking system. They laugh at him and call him crazy in every news outlet they interviewed him. I follow all his appearances in the News I even try to buy Bitcoin the first months that was available the system was been tested as it was launched and if you buy or try to buy Bitcoin at the time then you was getting 100 Bitcoins as a appreciation gift for participating on the system test Even if the purchase was a failure just like mine did because I didn't have a hard disc with enough space to download $100 dollars of Bitcoin at the time so I got one 100 Bitcoins that were downloaded into the hard drive of my HP windows XP computer that got stolen from my house . 9 years ago. So no that dude was never involved . And the guy that today is known as Satoshi he say that was not his real name.

OkSatisfaction1845

The thesis regarding Enrique Lores is interesting, especially considering his track record of returning capital to shareholders at HP. At an 8.5x forward P/E, the margin of safety appears significant on paper. However, the core concern for many institutional investors remains the structural erosion of "branded checkout" margins due to the dominance of Apple Pay and Google Pay. While aggressive buybacks can certainly prop up EPS in the short term, they don't necessarily solve the underlying issue of commoditization in the payments space. Do you think the shift toward a "financial engineering" approach suggests the board has effectively given up on competing for market share growth and is now purely focused on managing a slow-growth legacy asset? It’s a classic value play, but the "value trap" risk is high if top-line contraction accelerates.

Silver-Direction-938

Dead cat with $5,5bn FCF, has reduced float 20% in the past 5 years, trades at P/E 8 and has operational access to 200 countries, no net debt, relatively manageable operational expenses, legacy branding that will milk the global millennial generation in brand recognition for the next 30-40 years as we become the next boomers, etc, etc.. HP CEO appointed as PayPal CEO gotta be an inside joke too lol.. A cigarette butt company CEO does not a zoomer company make as they say.. They have accepted their fate it seems like. But since everyone is selling, I gotta be buying, just the way it goes I guess.

Recent_Impress_3618

Lores did nothing for HP. He created a culture where they take on grads, lots of them, to replace seasoned professionals. These grads deliver nothing.

reaper527

it's not like HP is storybook tale of success. at the end of the day, it's not clear how they regain their footing. they aren't the retail payments powerhouse they used to be, and with apple pay being so easily integrated into the phone (NFC payments without having to even unlock the device), it's just flat out easier for most people than paypal could ever hope to match. venmo is successful, but they're also not going to be seeing revenue from that in most cases since person to person non-business is free (and if they try to change that people will simply jump ship and go to a competitor). they can collect fees from instant speed withdrawals, but how many people are actually willing to do that instead of just waiting the 2-3 days? they probably won't go to zero, but they're unlikely to hit anywhere close to your buy in price in the next few years.

wabbitsilly

In reality, Lores wasn't a great CEO at HP. During his tenure: Revenue down by over $10B. Operating margins down. Spent $16B on buybacks, while the stock went down (5y is down over 25%). The stock buybacks were used to juice EPS#'s (usual trick for crappy CEO's). Due to EPS targets, Lores earned over $100M in his tenure. Nearly doubled their debt load from $5B to $10B. I suspect he probably knew his time at HP was likely to end sooner rather than later. You can't have many years of -40% stock declines per year and still offset it with buybacks and dividend yield. Best of luck to him at Paypal though, not much left to work with there.

Juannieve05

I saw HP has 3.7b cash in hand, which is almost 1/3 of GME, this puts GME on a crazy perspective for me

CrimsonBrit

This is a real told-you-so moment for me. My post and comment history will show about 8 years worth of PYPL coverage, with the last 3 years or so incredibly bearish. I even posted the Q3 2025 earnings in this sub an stayed neutral as the OP, but wow this company is going in to the gutter. Chriss was an epic failure, but hiring a guy that has seemingly only ever worked at HP is very telling. This is an obsolete company and that is literally losing money. They are not innovative, competitive, profitable, or promising. Do not fall for this trap, even if you’re enticed by a mid-single digit PE ratio. Companies go bust - this will be one of them.

ecruiser

Is that a joke? PYPL’s board fired Alex and replaced him with Enrique, who led HP with the stock down 20% last year? No wonder PYPL dropped significantly after the news. PayPal needs a tech ceo who understands the tech trend and does innovation. Its core businesses are shrinking.

tinker384

The former HP CEO is the number one reason this will turn around is it, ChatGPT? Took over HP Nov 2019, share price $38. Current share price: $34.

Anxious_Protection40

You forgot to research how HP stock did while this guy was running it… hint it went down. 

mr_stupid_face

HP has done horrible

lipmanz

PayPal is way oversold imo but why do you jettison Chriss for the HP CEO? HP is a company that is actually seeing revenue decline while PayPals revenue keeps going up each year…is this new CEO going to help them shake the “value trap” accusations?

RoninSzaky

HP CEO with aggressive buybacks? That's a guaranteed recipe for success for a company with no moat left! /s

GrodyToddler

Because he was a divesture guy at HP. Venmo, Braintree, etc are all spinoff targets. He’s going to part the business out.

Pamplemousse808

HP CEO going there. Can't be the reason can it?

_BreakingGood_

they just put the HP "printer ink subscription" guy in as CEO, it's joever

zkrooky

Does this have to do with HP's CEO leaving HP for PayPal? Lmao.

hanloose

The funniest news is they hiring Enrique Lores as new CEO without checking the market performance of HP

reaper527

what a mess, and it doesn't look likely to get better any time soon. it's going to take years and a new CEO (not lores, i mean shitcanning him and getting **another** new ceo). i'm not sure how they look at HP and say "we found our next CEO!".

Spins13

You could probably get a better CEO off the streets than someone from HP

once_too

New CEO is the former CEO of HP Inc. which is down 39% from a year ago.

JoyLimbPrivateHldgs

HP ceo going over to PayPal to really show em how to annihilate shareholder value 🍿 the next pat gelsinger

EnginrA

Because he comes from HP which is even more ass

lightning_whirler

Carly Fiorina at HP

mikeir2000

Thank you for your response! Will look into the google division soon. I do get the confusion with Elon Musk’s neuralink, but it’s completely different! The company makes neuromorphic chips, just like neuronslinks work within the brain there are neuronlinks in the chip that work very well with very little power (only a few miliwats) I’ve looked into the board of directors and they are all very capable, they had high functions within big company’s like HP, Google and whatsoever. I’ve also watched a few interviews with the CEO, but I do not know a lot about communications so I can’t really say anything about that. The only red flag that I found was that they didn’t always reached there promised goals.

Opposite-Fan8889

Dell and Hp are not on the high end. Dell is in the middle and HP is at the bottom.

No_Feeling920

I worked for a major exchange corporation. The production hardware pretty much needs to be refreshed every 4 or 5 years at the longest, because it loses hardware vendor (HP, Dell, etc.) support (a "no go" for market regulators/compliance), lacks modern datacenter certifications (operational hazard for the DC), no longer fits new Blade enclosures etc.

Mustangfast85

Idk my work HP laptops cost more than my MacBook Air and about as much as a base MBP. It’s kinda garbage at the 3 year mark when I return it for a new one

patiakupipita

Yeah my HP ZBook is still chugging pretty well since 2015, my gf's xps is also doing fine since 2016ish and both of them were used for a lot of gaming/3d cad till 2021 ish, mine for longer. At the time of purchase both of them were around the price for an entry level mb pro. I do like macbooks though especially for their battery life, might get one if my laptop dies but that'll probably take a while.

ThanklessWaterHeater

Hey, I did this! Twenty or so years ago I had saved up about $100k and I decided to invest it. I put a little into an index fund, and I put a little into a few companies I thought would do well; Palm, and HP, IONIS pharmaceuticals, Total Energy, some others I no longer remember. They mostly grew a little, not much. I invested a few thousand each in Ross Stores and Costco, each worth over a hundred thousand now. And I put a few thousand into Apple, worth $2.5 million now.

IntelFanForever

Yea, they made computers just like Dell and HP. They were not as successful, they were kind of a lesser known premium brand. The average person didn't know about the brand Micron at all until recently. My brother did tons of research into all the companies before deciding Micron was the best. Keep in mind this was at a time when you could get off the shelf PCs from companies like Gateway or Dell for $500. We spent $6000 on a Micron because my brother overthinks and over researches every single decision.

markthelast

Intel claims their laptop OEM partners should ship Panther Lake laptops by the end of January 2026. In their Q4 2025 earnings report, Intel shipped three Panther Lake SKUs to OEMs at the end of 2025, so these Panther Lake laptops should arrive soon. I looked on Newegg, and no Panther Lake (Intel Core Ultra Series III) laptops exist. At Best Buy, they have placeholder Panther Lake laptops from Dell and HP with coming soon notices. HP OmniBook X with Intel Core Ultra X7 358H costs $1450. At B&H Photo, they have a preorder available for an MSI Prestige 14 Flip AI+ EVO, which uses Intel Core Ultra X7 358H, for $1300.

CapsicumIsWoeful

I’d rather eat capsicum than buy Intel shares, but anything thinking it’s gonna go the way of Kodak or Blockbuster is very mistaken. Intel is the only advanced US owned fabrication manufacturer on US soil. It’s too much of a geo political strategic importance for the US. At worst, they’d get bailed out and the US government would end up owning a portion of them. Not to mention, they still dominate the OEM end user corporate device space (think Dell, Lenovo, HP etc etc). As much as Apple, AMD, Snapdragon etc are improving on a technological level, no large corporations or government agencies are buying anything but “Intel Inside” for their fleets. It’s just that as far as tech companies go, their growth has been fucking dire in comparison.

Samjabr

Boomers getting rich from every angle: Real Estate, Metals, 401Ks, IRAs, etc. No wonder they are buying 4th vacation homes, driving 600HP $150k “Family SUVs” while booking never ending cruises on mini floating cities.

nanotasher

Can that take you to 0 HP?

DuckCleaning

Dudley Dursley HP guy is the guy from Queens Gambit as well

Stutzpunkt69

Bro is on 1 HP

11oydchristmas

This chick, that chick from queens gambit, and the Dudley Dursley HP guy could all have a 3way kiss, and none of their eyes would be in the same position as the others

G0RD0N_CLARK

Those are full color printed pages ... what a waste of ink ... calls on Canon & HP

No-Scarcity-1571

Meta was an obvious mistake and many of us said so from the very beginning. Zuck deserves all the criticism and mockery he gets for Meta. Also any CEO who did not control 61% of the voting shares of their company would have been shit canned for throwing away $72 billion with nothing to show for it. Carly Fiorina was fired as CEO of HP for acquiring Compaq and that was only $25 billion. HP got an entire fucking company for $25 billion. Meta got absolutely **NOTHING** for $72 billion. You have to be very obtuse to to make that statement you made.

NoFudge4356

I love your posts. The eBay, TEMU, Amazon and others IS the Sears catalog! Only Sears didn't have the wisdom to make the move to sell online. They should have done it when Amazon first came into being. BTW, Kodak invented the digital camera. What did they do with it and where are they now? HP gave Steve Jobs the technology for the mouse! The way you think keeps proving my point. Apple innovates. Apple moves on.

bluedaysarebetter

I've been quite happy with Zacks. That said, I'm going to go "out to bid" in March. I'll go through the same process as before - interview 2-3 firms. When I built clouds for various customers over the years, I always evaluated server and network vendors every other year. Sometimes I stayed with one for 2-3 years, sometimes I switched more often. Buying 5,000 servers from Dell, then 9,000 from HP, the stay with HP, then off to a boutique vendor, then maybe back to Dell, that sort of thing. Cisco to Juniper to Arista, etc. I should do the same with advisors. If you don't go "out to bid" every once in a while, they can become complacent. I don't see that with Zacks - my advisor there is very attentive and very helpful but looking around every once in a while isn't a bad thing. I might split the portfolio in half and use two advisors - my Fidelity account manager does that with his family's personal finances.

Nuvuser2025

That’s what I expect.  Lots of ugly red, Fed gears up the HP3100 series printer, we end the day green.

Napster-mp3

HP printers were king with all those mapquest maps being printed

neothedreamer

As someone that hit $1.5m during the GME pump please take $2M and buy SPY shares and sell covered Calls against them. Never sell them. Use all premium to buy more SPY shares. This is now your foundation, security blanket, pound sand F*ck You money. https://youtu.be/XamC7-Pt8N0?si=HP1M9J5TkMQXD-qp OP I plead with you to do this. I wish I had someone tell me the same.

DressingOnTheClyde

The competition is disney. original content production, merchandise, experiential, gaming. Disney airtime exceeds Netflix when accounting for the full scope: - streaming via disney+, hulu, espn+ - disney's linear networks (ABC, espn etc) And has a HUGE experiential and merch advantage. The WB deal would help close that gap somewhat through theme park development or continued licensing of DC & HP. Amazon is also potentially competition but original entertainment is such a tiny portion of what they do - and their investment in IPs (and logistics/cloud leadership) indicates they may be more focused on gaming than attractions. I see people mentioning YouTube but that includes a ton of free content and a live tv service that netflix isnt attempting to provide beyond sports acquisitions. Theres competition for time (and increasingly video podcasts) but thats niche stuff, YouTube is winning on cost and quantity but doesnt own the content. I like Netflix over the next 3-5 years. I definitely like amazon over a lifetime though. Netflix has a lead in what you watch on your TV. Amazon has a stranglehold on global logistics.

lukaszdw

Robotics is only getting started here, WSB will absolutely be floored when they see Optimus 3 and no doubt Tesla will thrive as well. The production of humanoids has not even started but were trying to catch the curve before the inflection point. Another interesting company on my radar is HP.