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Reddit Posts

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Target Date Funds (TDF) in Taxable Account for Money Needed in 4-5 Years?

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Juniper shares up by 22% on new of potential acquisition by HP.

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High dividend

r/WallStreetbetsELITESee Post

What's the verdict on DELL's earnings tonight guys?

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What's the verdict on DELL's earnings tonight guys?

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Is anyone holding HPQ shares? Earnings are today!

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Bear Market is not over

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Integrated Cyber Solutions Is Your Disruptive Tech Play (CSE: ICS)

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HPQ vs HPE, why did one go down and the other didn't?

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HP earnings

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Under-the-radar greatness to come

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Nvidia’s stock could fly to $550 amid ‘robust demand’ across the board in AI, analyst says

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Nvidia’s stock could fly to $550 amid ‘robust demand’ across the board in AI, analyst says

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Potential Pennystock of the Year: $OSS - One Stop Systems

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Potential Pennystock of the Year: $OSS - One Stop Systems

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Potential Pennystock of the Year: $OSS - One Stop Systems

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Stock Market News Today (05/30/2023)

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My thoughts on HP Earnings Tonight

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(5/30) Tuesday's Pre-Market Stock Movers & News

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Predictions for HP earnings?

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Can you comment on or analyze my portfolio?

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HP, Dell rise as Morgan Stanley upgrades pair (HPQ)

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Global PC shipments slide in Q1, Apple takes biggest hit - IDC

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AMD is going to Rock itself to 100 and beyond

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Tremendous success at O'Brien - Radisson doubles resource estimate

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Tremendous success at O'Brien - Radisson doubles resource estimate

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Tremendous success at O'Brien - Radisson doubles resource estimate

r/WallStreetbetsELITESee Post

HP rises as Wall Street sees light at end of the PC tunnel (HPQ)

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HP rises as it maintains full-year cash flow, earnings outlook after Q1 weakness

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A GPT3 Stock Analyst -- Request for Feedback

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2023 Outlook and Porfolio: Thoughts?

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2023 Outlook: Your thoughts?

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Thoughts on HPQ mid to long term?

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$MU DD

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HP and Lucid

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Bay Area tech mainstay HP to lay off up to 6,000 people

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1200+-HP Lucid Air Sapphire EV Luxury Sedan Will Have Shocking Acceleration $LCID

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Google has avoided mass layoffs so far, but employees worry their time may be coming. Do you think GOOG will be the next tech name to announce layoffs?

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Google has avoided mass layoffs so far, but employees worry their time may be coming

r/investingSee Post

HP will cut up to 6,000 jobs over next three years

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Stock Market Today (as of Nov 23, 2022)

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$HP looking to trim more fat.

r/stocksSee Post

HP laying off 4,000-6,000 employees globally over the next three years

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HP laying off 4,000-6,000 employees globally over the next three years

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Why Berkshire Hathaway’s Latest Big Bet Is on a Taiwanese Chip Maker - Wall Street Journal

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NETLIST $NLST ceo (Hong) “The U.S. patent system is now actively working against disruptors like us and decisively in favor of Big Tech companies.”

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schlumberger is a great company. What do you think? Should I hold?

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Thoughts on the companies I’m looking at investing into.

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Intel Plans to Cut Thousands of Jobs in Face of PC Slowdown

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Bear comments on Google: Ballmer-era Microsoft?

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https://youtu.be/HP1SvLzYA4Q

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Pure Storage Shares Rally As Earnings Top Estimates

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HPQ? More like BBQ

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The Interesting Portfolio of a Smaller Asset Management Company Owned by Berkshire Hathaway........

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Easy money plays because of shitty American laws because of shitty politicians

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Intel falls 10% after disappointing Q2 results: $0.29 EPS vs $0.70 expected. $15.3 billion in revenue vs $18 billion expected. CEO says third quarter is bottom

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Intel falls after disappointing Q2 results: .29 EPS vs .70 expected. CEO says third quarter is bottom

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Recap on Cerro de Pasco $CDPR

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DD C3 AI

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Have analysts done a good enough job estimating S&P500 earnings growth in your opinion?

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Why did Warren Buffet buy stocks in HP recently?

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Thinking about buying HPE stock, want to hear everyones opinions on the company

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Quick Analysis on $CDPR

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Week ahead update 5/31 —6/3

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5 Stocks That Are Saying, "What Bear?"

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Bullish SPY play to the upside that will cost you very little.

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Income Investors Should Consider HP Inc.

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AMD and Qualcomm Collaborate to Optimize FastConnect Connectivity Solutions for AMD Ryzen Processors

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Warren Buffett's Berkshire Hathaway reveals Citigroup and Paramount stakes — and virtually eliminated its Verizon wager

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$ ACMR ,ACM Research Inc is a good potential 100 % profit in a microchip deficit future, thats what option traders are waiting

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MULN - Mullen Reports Preliminary Summary of Financial Results for Second Quarter

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What to do with my RBLX loss ?

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The counter-argument to all the “doom and gloom” posts.

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$43 billion bet on the oil industry! Entering the market when the stock market plummeted, can Buffett continue to write the legend?

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Warren Buffett’s Berkshire Hathaway bets big on US stock market

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Morgan Stanley Turns Cautious on Tech Hardware Stocks

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Chart Porn: 4 up and out & High tight pennants are powerful

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Thoughts on the housing market / equities from an old school WSBer.

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Gapped up and gapped down stocks - good strategy potential

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Is HP stock a worthwhile investment right now?

r/StockMarketSee Post

Here is a Market Recap for today Thursday, April 7, 2022

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Can We Talk About $TWTR and $HPQ - The Race To $100

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Buffett spends $4.2 billion to buy HP stock, holding 11.4%, HP stock price soars?

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Buffett’s Berkshire Builds Up New $4.2 Billion Stake in HP

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HP’s stock rockets after Berkshire Hathaway reveals 11% stake

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Buffett bought a $4.2 bln (11.4%) stake in $HPQ

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One year ago, I wrote a bear case for AMD. Let's review.

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Nearly 2 years ago, I wrote a bear case for AMD. Let's review.

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Here's Your Daily Market Brief For March 14th

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Cramer Says NO - DM - The Manufacturing Catalyst of a Lifetime That Just Happened. Also Earnings

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$AMD DD, a look at AMD's upcoming and past growth in the server/cloud/datacentre segment

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I want to be like you

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Best tech stocks for 2022

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$DELL - A Sleeping Giant Primed for Inflation Proof Gains

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$BEEM - 33 % SI, 8,8 M. FF with 8 Million FTD and 8 DTC - excellent business outlook

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J POW still trying to find the phone number to HP for more ink 🩸

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Titan, Asian Paints among stocks to hit 52-week high, Paytm, Policybazaar hit fresh lows

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$MYBUF | $BORNY The Most Significant Advancement in Science Since They Invented the Sun DD

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Corsair Gaming (CRSR): What's it worth? Deep-Dive Analysis

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Corsair Gaming (CRSR): What's it worth? Deep-Dive Analysis

Mentions

The emergence of Neumorphic AI could create space for a tricky landscape in the AI field. That combined with edge computing will be a huge leap in what is being called the “4th Industrial Revolution” HP, Intel, BrainChip, IBM, Qualcomm are some of the bigger players in this space.

Mentions:#HP#IBM

HP vs gas costs are hard to beat depending on how many heating degree days your region has. I should clarify our ROI is based on solar alone. We needed to replace heating system, and wanted to electrify so I chalk it up to a slight premium on replacing the old system. Having all heat electric via heat pumps certainly improves ROI on solar though.

Mentions:#HP#ROI

I'd say up. As well as HP. They say Datacenters so...

Mentions:#HP

HP or HPE Calls, what do you think is the play?

Mentions:#HP#HPE

It's structured like a leveraged buyout so the upside could be substantial if the company performs and the shares reprice to more aggressive multiples (eg Netflix, Disney).  To give you an example, if the EV quadruples, ie, to $240B which is Disney's EV.... then the stock price increases by 10X.  Say in 2026 they do $18B of EBITDA, which is a 20% increase per year, then that's only a 13-14x EV/EBITDA multiple.  $18B would require stabilization of linear decline, strong studios growth (via more theatrical releases and games), and obviously very strong DTC growth. In 2026 you'll have HP series and Gunn's DC universe. It's not an absurd story. Would be a good. 

Mentions:#DTC#HP#DC

HP/Dell could be easy to call but Zoom, the pandemic is over Idk if it would be worth the risk doing calls on it?

Mentions:#HP

Keep in mind that I tend to agree with you. But here are just a few things to think about. The increase in NVDA recently is based on multiple expansion, NVDA could revise earnings higher but for now the 12 month forward P/E just keeps getting higher and we are expanding the multiple, IE betting on future earnings increases There was no dip buying last week when the market was solidly down for two days and flat for a third Retail is only 10% of the market. This is like an HP Lovecraft story where the great old ones (Cthulhu) are lurking beneath the surface of reality and can jump out and crush everyone at any moment. The great old ones being institutional owners, hedge funds, etc, etc. They can pull the rug at any moment. They WILL pull the rug in the event of a Black Swan (Russia uses a nuclear device, China invades Taiwan, North Korea invades South Korea, banks start to fail, the Fed raises rates).

Mentions:#NVDA#IE#HP

Buying HPE an AI company that recently bough another AI company Juniper (HPE and Super Micro both sell NVIDIA Datacenter to big customers). Waren accidently bought HP instead of HPE last time and sold it with a los. HP is printer company... ;D

Mentions:#HPE#HP

HPE an AI company. He accidently bough HP instead it last time and sold it with a los. HP is printer company... ;D

Mentions:#HPE#HP

HPE an AI company. He accidently bough HP instead it last time and sold it with a los. HP is printer company... ;D

Mentions:#HPE#HP

HPE an AI company. He accidently bough HP instead it last time and sold it with a los. HP is printer company... ;D

Mentions:#HPE#HP

HPE an AI company. He accidently bough HP instead it last time and sold it with a los. HP is printer company... ;D

Mentions:#HPE#HP

HPE an AI company. He accidently bough HP instead it last time and sold it with a los. HP is printer company... ;D

Mentions:#HPE#HP

HPE an AI company. He accidently bough HP instead it last time and sold it with a los. HP is printer company... ;D

Mentions:#HPE#HP

Dell and HP sells NVIDIA Datecenters...

Mentions:#HP

Holy shit! 835HP! I'm buying one of these while they are still selling them at a huge loss.

Mentions:#HP

I've bought a dozen 8 GPU servers from them this year. Dell and HP don't even make 8 GPU servers. We want max compute power per $.

Mentions:#HP

"we'll hike till your printer turns into an HP"![img](emote|t5_2th52|4640)

Mentions:#HP

"we'll hike till your printer turns into an HP"![img](emote|t5_2th52|4640)![img](emote|t5_2th52|4267)

Mentions:#HP

Berkshire have been winding back their risk exposure over the last 2 months, when they started selling Apple and a majority of their HP stake, it was a warning to all of us.

Mentions:#HP

lol. Most banks and legacy enterprises use Dell / HP

Mentions:#HP

So suddenly everyone realizes the metal rack company is just that, racks? Where the fuck were you when that POS was over $1000? No self-respecting company is buying racks from a company with a history of having backdoor chips installed by China will pick them over Dell, HP, or the hundreds other U.S. based racks companies.

Mentions:#HP

> This is clearly stating that they don't manufacture much and their business is assembling components That's what they do, I've explained it already, how can I be any clearer about this? They buy off the shelf components, assemble them like both Dell and HP, and sell that package to end users. They manufacture some custom parts that don't exist in the market, but these are a minor part of the build, and a fraction of the system cost (the expensive components being CPU/GPU/storage/memory). Don't take my word for it, Dell does th reamed thing - and observe the response on quora https://www.quora.com/Does-computer-manufacturing-companies-Dell-Apple-HP-Lenovo-etc-make-their-own-hardware-to-build-their-computers-laptops-or-do-they-purchase-the-ready-hardware-and-they-do-assembling-of-the-parts You might ask why does it matter, can't manufacturing cover both? Well if me assembling a PC from parts I purchased online, makes me a manufacturer, then fuck it why not.

Mentions:#HP

I work in IT. I've worked with all three. Supermicro isn't AI. Sure they architect it but using nvidias chips. Dell and HP do the exact thing. Now add support to these servers which makes purchase decisions in huge corporations, Dell and HP will blow Supermicros warranty and support for the life of the server. Supermicro stock is way overpriced

Mentions:#HP

HP, my laptop is on almost all day. But I'm down 8%. Microsoft probably would have been better. Nintendo is probably a good one, I use my Switch almost daily.

Mentions:#HP

Yeah but HP makes printers

Mentions:#HP

Lol you’re getting downvoted from shills. Walk into any major colo like Zayo or Equinix and you’ll see mostly Dell and HP, SuperMicro is the minority

Mentions:#HP

But Dell and HP do it better.

Mentions:#HP

Same thing as Dell and HP

Mentions:#HP

SMCI makes a metal container for all the other companies to put shit in, same as HP & Dell, Cisco competes with NVDA in the HPC market

Mentions:#SMCI#HP#NVDA

This is accurate. I realized the market is actually this regarded. These useless, dime a dozen companies get run up for no actual reason. For example SMCI makes common server hardware, much crappier than Dell or HP.

Mentions:#SMCI#HP

yeah stock price doesn't matter. See comment below. And Dell, HP should also grow from this as well.

Mentions:#HP

So, wait a second, HP, Dell and Cisco don't have access to the same 'AI' chips SMCI has or just as good or better of a talent pool?

Mentions:#HP#SMCI

Talk to actual bearded admins in ugly sweaters. HP routers are not wow. Most would rather go with Dell, if for some reason Cisco is banned from use. 

Mentions:#HP

Which can be produced by Dell, HP and many other suppliers. They're not high tech stuff, they're literally cabinets to place your servers... How is a cabinet company trading at $1000 when there's so many cabinet companies producing the same thing? They're not complex unique microprocessors with high tech designs that can only be produced by a single factory...

Mentions:#HP

Are we talking market Cap ? I know the big deal with HP Dell Lenovo service and useability also from my understanding, usually corporate wise, they sell the laptops at a deal if you were setting up a server on a scale with them. A bit more overhead I would imagine for those companies but at the same time they are making money on components other than just server parts like Super Micro. I’m not sure where that comparison would put market cap for a Dell vs Super Micro but it’s something to consider one way or the other for sure. The stock price doesn’t mean anything, it’s a multiple of the float of shares. The share price could be 25b for one share if there was only 2 shares an available with a 50b market cap.

Mentions:#HP

All the people in here who are saying you have to be lucky to be successful trading options have no idea what they are talking about. In all honesty the best and most efficient way is to already have the capital. You can make 15-20% easily every single day. I have been trading options for 6 years and I’m well into 7 figures now. I started off with 20k. You have to take HP setups and stick to them trade the setups that work for you study charts study trends know when data is coming what that data is. This last Ai run instead of investing in the future a lot of people just sat back and called others lucky.

Mentions:#HP

They are in no way providing anything different than the other OEMs from a tech standpoint BUT they are getting an oversized share of being awarded the server infrastructure that these GPUs go into. Hence the rev and profit bumps. This further exasperated by their lower historical rev relative to Dell or HP, making growth look NVidia esque. So to someone looking at an ER could easily be fooled into thinking they’re an integral part of this with a moat like nerd fonzi. Why are they getting an oversized share? Cloud providers don’t build hpc hardware with their ODMs, due to the arms race they needed to buy from their OEMs so the money was going somewhere. SMC is by far the most price competitive because most operations are in Taiwan. The have their own manufacturing unlike other OEMs and can easily shift factory allocation, enabling large scale buys and can be more nimble due to lower historical volumes. Net net: smci is the biggest winner from a tech hardware perspective BUT they are not doing a single thing that Dell and HP cannot, expect all boats to rise on top line and margins to shrink as others enable scale deployment. -I have no position here I just sell servers

Mentions:#HP

SMCI net margin 23 - 8.98% Dell net margin 23 - 2.39% HP net margin 23 - 6.95% https://www.prnewswire.com/news-releases/supermicro-launches-industrys-first-nvidia-hgx-h100-8-and-4-gpu-h100-servers-with-liquid-cooling----reduces-data-center-power-costs-by-up-to-40-301830392.html

Mentions:#SMCI#HP

Supermicro manufacture NVIDIAs DGX product though - and they get 90%~ allocation on NVIDIA datacentre GPUs, SMCI lead times are significantly less time than Dell, HP, Lenovo etc for H100 based systems Supermicro use their own server design team and tend to have a tonne more product per generation than Dell etc, so you can tailor a lot better for requirements with different configurations There is a reason SMCI are the first to market with solutions and product, dell and other OEMs all share similar chassis design, SM has a diverse portfolio including in edge and 5G unlike the others Source: work for SMCI distribution in Europe

Thing is. Nvidia has technology that nobody comes close to. And nobody can catch up fast. SMCI not so much. And HP, Dell happily take the same market. And right now have companies like Dell have a VERY healthy balance sheet and way more revenue with the same market value. SMCI must come down :)

Mentions:#SMCI#HP

Why difference: #1 HP, Dell, Lenovo all use Quanta and other metal bender factories that are in China!!!! So they struggle to produce the system by building parts there and adding the export banned stuff in US. Capacity! #2 they are not pure play, SMCI was $12-$20 for decades because that is what business it is. These large companies are well understood so move on production has a lot of well understood cascading effects. Not SMCI. #3 MOST ML hardware is going into cloud. MSFT, ASS, GCP are not paying HPE or Dell for services. They always go no name customer spect, that is what SMCI core 8% margin business actually is. Because of export bans clouds are buying from SMCI until they chips catch up and their production with China benders is reallocated to non banned countries, just time…. #4 SMCI alliances people left to NVIDA in groups in 2019/2020 and figured to make a deal with them for production allocation. There was a reasons why for SMCI to go up… but like a GameStop run lol.

Also the AI market would have to be saturated with long-time established brands - IBM, HP, Intel, etc had all been around for well over 20 years and that bubble only occurred when widespread adoption of PC in the home because of the Internet and Windows 95. There was a whole 5 years of consumer exuberance and adoption. There was literally no company losing stock value at the time, no matter what you picked in tech, it probably went up. How many AI companies can you even invest in as a retailer, let alone the fact that it has reached no where near widespread adoption, yet. Maybe once it becomes a tool in white collar jobs regardless of your title in the organization? God the future fucking sucks....

Mentions:#IBM#HP

Dude, they sell crappy server boxes and junk for data centers. Nothing different than HP, Dell or a hundred cheap China companies. How people think they are somehow critical for AI is beyond me

Mentions:#HP

“There’s nothing inherently special or AI about SMCI hardware” Isn’t that the point? They are a white box server provider - you don’t get locked into a bunch of proprietary Dell or HP components. You can find the newest technology at SMCI as quickly as anywhere else, get it fully customized with whatever components you need, and then get a full rack that’s ready to be operational once delivered. Need liquid cooling? They have that too, at rack scale. It’s not about a technological advantage. The competitive advantage is just being who your customer needs you to be when they need you to be it. Although FWIW I was long SMCI below $200/share. I was selling all last week between $750-$1000. I think the stock has run ahead of the business for now. NFA

Mentions:#SMCI#HP

It's more than hype. Those are last quarters y/y revenue growth numbers: SMCI: 103.2% Cisco: -5.8% HP: -5.9% Dell: -9.1% Lenovo: -21.8% This huge discrepancy does not fit into OPs narrative. I see multiple guys on WSB claiming that SMCIs numbers are fraudulent. However, I didn't find any credible source for that claim outside of WSB claiming their current numbers look fraudulent. If you find a good source please send it to me. I find it very unlikely that SMCI just fully counterfeid a 100% revenue growth as it would be noticeable very fast.

Mentions:#SMCI#HP

So, in your comment, you mentioned there is no difference between SMCI and HP/Dell/Cisco/Lenovo. Can you explain why there is such a last discrepancy in their last quarter's y/y revenue growth? SMCI: 103.2% Cisco: -5.8% HP: -5.9% Dell: -9.1% Lenovo: -21.8%

Mentions:#SMCI#HP

HP doesn't produce servers. HPE does, which you would know if you were actually competent in your field.

Mentions:#HP#HPE

They are cheaper for the budget IT needs. I’ve used them, it’s kind of a basic box, with space for GPUs, drives. Every company offers slightly different solutions. I’m not sure what the proper analogy for non techies are but it’s if GITI tires was selling EV tires during the Tesla EV stock hype and Cramer/news called them an GITI EV an EV tech company. Well Yes they help carry an EV car from A to B, but so does Michelin, Goodyear, Cooper, Falken, Bridgestone, Dunlop, Pirelli, Continental, Goodyear and Hawk, 20 cheap Chinese tire brands. But they aren’t EV companies, they make different EV tires, for small cars/large cars, EVs use them and they’ll sell more EV tires some range from $50-1000. SMCI carries gpus enclosures and solutions just like companies HP, Dell, Cisco, Lenovo, Oracle. Then there are lower tier ones like Asus, Gigabyte, Tyan, Acer, then even lower tier ones. Gooxi, 20 different Chinese brands like tires. Go to Alibaba and if you look hard enough you’ll see gpu solutions that all look very similar to major brands. Search GPU Server you’ll see solutions that look very similar to SMCI, Dell, HP, Asus, Tyan etc. SMCI makes budget server solutions, they carry GPUs like GITI EV tires carry Teslas EV. But they aren’t special or different, they make a round rubber tire, in slightly different compounds and sizes for different car/truck needs. Just like HP, Dell, Asus, Gigabyte, Tyan, MSI, Gooxi, 20 different Chinese companies. Much like GITI tires carries EV cars, SMCI carries GPUs for AI. But so 20+ different companies/labels/sub labels. Neither are really revolutionary tech. That’s the best way I could explain it non tech boomers. It’s not a perfect analogy but it at least helped them see SMCI wasn’t some revolutionary AI company.

Mentions:#SMCI#HP#MSI

When I saw the price action on SMCI I wondered what they did and looked that up, and then my first question was, I wonder if these guys even have a good reputation because what they do doesn't seem very special. So I looked that up and found a couple of old threads from a couple of years ago and literally every response in these threads said that they were happier with SMCI than they were with HP or Dell. I know absolutely nothing about this space but it did seem impressive that everybody replying was very happy with SMCI products and service.

Mentions:#SMCI#HP

SMCI provides generic server parts found everywhere including Dell, HP, any number of Chinese companies. It's pure trash, total bubble nonsense run up by investors that are clueless. And that's being nice

Mentions:#SMCI#HP

Lol..SMCI is not amd or nvda. They sell the servers, not chips. Big difference. They are the same as HP or Dell

Mentions:#SMCI#HP

I agree with OP. I've been selling servers for years and SuperMicro is basically the do-it-yourself brand and has been for years. HP is the tecnological leader with Cisco UCS and Dell trailing behind. You can get a lot of storage and power for less cost in SuperMicro computer but if anything fails on it, it's a challenge to figure out what's in it and to get parts quickly.

Mentions:#HP

I worked in FAANG, managing data center stuff. SMCI, Dell, and HP are fundamentally different from AMD and NVDA - we would buy stuff from AMD and NVDA for designs, but the servers are fundamentally designed in house.

Well when the IPMI is generic with some shit generic vendor firmware, sure it’s just IPMI. Maybe it works, sometimes it doesn’t. If I want a server I know I can bring back online, on a random Tuesday, without having to take a ride, a Dell iDrac or HP iLO will get the job done every time. Not saying one is better than the other, good firmware and QA costs money. Sometimes you need critical reliability, sometimes a fleet of generic whatever hardware is what you need. SuperMicro only does the latter, of course IPMI is nothing.

Mentions:#HP

First off, post that start with the OP patting themselves on the back for previous posts are absolutely obnoxious..... Second, I disagree about the quality of Supermicro stuff being on par with HP and Dell. IMO Supermicro, at least traditionally for the past few decades, has put out far superior quality hardware. I am not saying that they will run things any faster or better, but build quality wise their stuff has always been way more robust with tighter thresholds in manufacturing. Having said that, you are correct. They have absolutely nothing to do with AI or AI development. Not sure how they got lumped in with NVDA in that regard.

Mentions:#HP#NVDA

I dropped 300 bucks in it last night just for giggles. $234 right now. 🤷‍♂️ I’m not regarded enough to jump in with any real money, but I’m also not convinced they’re not done their run up yet. AI is going to drive a lot of Supermicro sales. I just bought a million in their 8 GPU servers. They’re the best priced multi-GPU systems right now that still offers enterprise level support and supply. They’ve been the “cheap” option for engineering projects that eventually turn to Dell or HP when they go production scale. But AI doesn’t really follow the same Dev Test Prod cycle and I’m going to be putting a lot more Supermicro systems into production between GPUs and Storage (I don’t like using Pure Storage or NetAPPs for AI applications for a few different reasons.) I’m watching a lot of other organizations do the same right now. I expect the trend to continue in my space.

Mentions:#HP

I see what you mean. Really not looking forward to supporting these servers. Having enough issues with the Dell and HP nodes as is, now we’re going all SM… sigh

Mentions:#HP#SM

I wonder who is going to play the Ai card next? HP? Rackspace? digitalocean?

Mentions:#HP

They sell the systems. They have their own branded motherboards. Like, full GPU cluster systems. They compete with both Dell and HP.

Mentions:#HP

They are no Dell or HP. They should be way lower than HP. That marketcap doesn't show it but it soon will nosedive under HP

Mentions:#HP

Yes, doesn’t HP and Dell essentially do the same thing with server racks? Im not sure how would SMCI be unique here. To me, the whole thing looks like pure FOMO and speculation. 400P 3/15

Mentions:#HP#SMCI

Guess what. Most companies are ordering the cheap Chinese shit. I’m in the industry so let me tell you what’s out there as far as names in the datacenter environment.SuperMicro (yes huge independent player in the industry) Dell, HP, Lenovo. You have your Asian manufacturers like Wiwynn, Hyve. For Bios names like American Megatrends…There’s a lot of moving parts out there. Datacenter is a industry forecasted for HUGE growth. Add on cloud technology and it’s even more complex with even more players. I think “jumping the gun” with SuperMicro for sure but the company is set to grow based on fast paced DC infrastructure, cloud services in the DC, and yes friggin AI.

Mentions:#HP#DC

Yes it's platform agnostic and demand far outweighs supply. They also have very little competition in their sector. I don't see Dell or HP doing anything special in this space when SMIC have partnership with Nvidia like they do now.

Mentions:#HP

SMCI is just a AI fanboy hyped server rack business, selling same racks as Dell, HP just in a little better way.

Mentions:#SMCI#HP

Exited at $1040 (-$500 loss). Lolol, could have been -$6000. Fuck SMCI, they just sell server racks same as Dell, HP just in a little better way.

Mentions:#SMCI#HP

I chose SMCI boxes because they were cheap, there are other cheap options even cheaper than SMCI. But I had history with SMCI and relatively happy at that price point. Support sucks but you get what you pay for. I know there’s money to be made on both sides of this play, I just don’t know how/when. It is however not a tech or AI play that wallstreet or whatever wants people to believe, it’s not some TSMC, ASML, NVDA, AMD, MSFT etc that do things no one else can do. Supermicro likely has some contact in China, Taiwan, Vietnam and drop shipping servers. I don’t even think SM makes these servers, I’ve seen the same mold/metal box design in HP, Dells, Cisco servers, Storage like Scale, Nimble etc. SMCI has in the past been fined for reporting wrong numbers, late filings, there was reports it had a hardware backdoor for China (not sure if true or not, imagine if the US said limited or no more SMCI products) . There’s definitely money to be made but I do know it doesn’t do anything AI except make a metal holder for it, and it’s had a shady past, financial reporting, security questions (I’ve seen a decent amount of SMCI hardware in data centers in NoVa, Washington DC, Ashburn, Sterling area so I don’t where the security backdoor rumor started) . It’s enough for me to stay away. I just enjoy the read and drama. GL I hope you guys make tons of money but likely it’s a few people making small potatoes and some bank making a ton and leaving people holding bags.

Dell? HP?

Mentions:#HP

The most thing that matters is support in corporate, Dell is leagues above Supermicro or HP.

Mentions:#HP

Here is the thing, buying expensive server racks is dumb. If something breaks it's a lot cheaper to just throw it away and slot in a replacement from the stack than it is to buy premium stuff from HP. Buying in bulk from super micro is really cheap option and with the AI boom a lot of people will be reconfiguring their compute.

Mentions:#HP

The true failure is in 2011 Intel was the dominant datacenter and CPU player. AMD isn’t even listed here and I bought AMD in 2016 at $1.80. NVDA $17, TSMC $10, MSFT $25, AMZN? ASML 40, most semi or cloud related stocks are 10x-80x. Intel IBM HP really fumbled the ball in the 3 huge tech rallies. Intel was the worst because datacenter CPU was 99.99% Intel in 2011. Back in 2006/07 Intel Nehalem was such a technical marvel it changed how virtualization was done (it was a thing for many years before but the performance gains for Nehalem was something never seen), probably the birth of cloud computing hardware.

We have been using them in our data centers for years, and they have proven to be more reliable and customizable than Dell, HP, or Cisco, all at a lower cost. So, meh, what do we know? 🤷🏽‍♂️

Mentions:#HP

You mean, they literally just make the case? So is that is, as a company? Dell and HP do the same thing, right? They just pre-assemble the parts for you. So why is SMCI running so hot? Aren't there a ton of guys that do the exact same thing as they do? What makes them special? CSCO however, makes routers and that is their claim to fame, no?

Mentions:#HP#SMCI#CSCO

It had a 42 million float last month, and it's no more an AI company than Dell - who is the vendor providing the latest NVidia servers. Seriously, do you think Dell and HP are sitting around doing nothing in the AI space?

Mentions:#HP

I don't know why $SMCI went up so much, and at this point am a bit afraid to ask. But.... What's the competitive advantage of SMCI vs let's say HP? Is SMCI the only server/rack manufacturer on earth? It's not like the servers are AI specific, what's AI specific is the GPU not the server itself. I'm very confused

Mentions:#SMCI#HP

They are indeed a huge MB company, infact they're the 3rd biggest server company... they're actually the OEM for the products our company sells, but do you have any source about them providing boards for Nvidia? Companies like Dell, HP, and Lenovo don't use Supermicro boards AFAIK, they do that "in-house".

Mentions:#HP

They also are almost always the quickest to market with ready-to-go servers with the latest hardware from Nvidia, AMD and Intel. Which means that they sell those things quick because the competition is a bit slower. Especially Dell and HP which are a bit more premium.

Mentions:#AMD#HP

HP, Dell, Cisco, Lenovo Etc. they all make the same things that SMCI does. It’s just that those companies charge more for it and have better customer support for it.

Mentions:#HP#SMCI

Your point on cost effectiveness is exactly why our company’s cloud infrastructure is composed almost entirely of SMCI hardware now. When the pandemic hit, they were one of very few around still selling anything, and folks took flight to give them another shot over Dell/HP/Cisco. I praise their vast IPMI functionality without the need to pay ridiculous license fees that the others force you into just for basic functions. I’ve had no issues with BMC management lately unless you’ve not purchased a SuperMicro in the last 4 years. I will agree their central infrastructure management platforms could definitely use some work and feel like they haven’t update those since 2005, but there’s several 3rd party workarounds. We’re not a platinum partner by any means but we’ve never really required their support other than RMA’s and it’s usually a no questions asked replacement. HP has gotten so proprietary their servers are almost as bad as their printers. I’ll tip my hat to Dell support, but they’ve had their good years and their bad years. You may be purchasing your $40k blade, but trust me there’s nothing about that hardware that you truly “own” at the end of the day without the licensing to back it up.

Mentions:#SMCI#HP

SMCI doesn’t even make computer chips, they make servers similar to Dell and HP. China will not go to war with Taiwan, it’s not worth their time right now while they solve their own real estate industry problem. Also propping up Russia is costly. Chinese Taiwan conflict is 70 years in the making and even U.S. is smart enough not to step in that shit. Selling weapons is one thing, but fighting for the Taiwanese is something the U.S. public don’t want. Semiconductor is coming back to US as it should. It was a dumb idea to have all these critical manufacturing facilities in foreign countries even if it’s not a geopolitical threat. Why we allow TSMC to make billions in the semiconductor industry when we can make billions domestically too. China will not go to war in Taiwan and if they choose we don’t have a quick enough response before billions in damage is done. The Chinese also don’t want to damage Taiwan when the KMT is willing to join back with the CCP. Semiconductor stock go up b/c OpenAI just dropped Sora and we will be getting the next generation of AI porn. You thought Deepfakes were good? Sora will be generating quality porno of any character/person you want. If Pornhub had stocks, they would be mooning

Mentions:#SMCI#HP#KMT

Yup run makes no sense. My buddy worked for amd in the early 2010s and AMD used the SMCI chassis to house server graphics cards but they had those same servers from DELL and HP as well. I don’t see Dell rising 10% everyday.

Funny, I just talked about this in the morning. I'm a board member of [www.svog.org](https://www.svog.org) — the biggest options trading club in the US and I host a trading call every Thursday 10am PDT. [https://youtu.be/r2Jt6De9HP8?si=x2Gduhyl-gZoIjtV&t=910](https://youtu.be/r2Jt6De9HP8?si=x2Gduhyl-gZoIjtV&t=910) I talked exactly about young bears misreading $SMCI and shorting our prematurely. From a moment standpoint, inflows have not slowed down whatsoever and this freight train will continue plowing forward. Until the inflows change, you cannot outfight gravity. Like for starters, you probably use RSI and it says >70. That's a useless indicator. Overbought huh? Why not just look at an indicator on inflows/outflows in real-time and skip all the bs interpretations or misinterpretations? So yea, I got iron condors on NVDA and SMCI at sane levels 2++ sigma out. I both lots of room to run wild and free while I squeeze it for short-term theta decay. Here's an easy secret. Pro option traders sell options. The fish...buy them. These are poker metaphors (which I love)...If you don't know who the fish are, you are the fish. No matter what, don't be the fish. If you can't be a shark, at least be a seal. Cuz even seals eat fish.

Mentions:#HP#SMCI#NVDA

I've got two SuperMicros in my basement running my house. I know why they are good. We have them at work as well. They are good, but HP and Dell makes the same thing.

Mentions:#HP

It’s crazy is that most sysadmins that actually used SMCI knows SMCI doesn’t actually do anything special except make cheaper servers, blades, than Dell, HP, Cisco, Lenovo. The most buggy limited lights out mangement IPMI I’ve used, the most limited support and support hours, literally the only thing of note is that it’s cheap compared to the overpriced Dell/HP/Cisco/Lenovo. I used them and the lack of support but cheap price let us have extra SM spares and parts laying around. There’s nothing they do that is really AI, they just make boards, shells that components plug into. Much like C3AI isn’t really AI related at all. The more you see this name on WSB like you saw BlackBerry, Bed Bath Beyond, Wish, etc the more it’ll end up the same. People talking here like they are an AI company or adjacent when it’s really not.

Mentions:#SMCI#HP#SM

so SMCI is basically a Dell or an HP? ![img](emote|t5_2th52|4271)

Mentions:#SMCI<