HP

gorgeousphatseal

23k jobs ? Bro people in tech got laid off way more than 23k last month what you mean. These numbers don’t seem accurate. Microsoft amazon alone lay off thousands. Same with HP

LarkoVelvet

Interesting call. If HP, ASUS, and Acer are already validating CXMT's DRAM, the story is way more real than most people realize.

Boraximus

lmfao HP, Asus and Acer already began using CXMT chips and we first heard of this company a month ago

Competitive_Ride

https://www.reddit.com/r/dubai/s/8xwvh2HP00 Something got hit in Dubai

Samjabr

Boomers are too busy taking cruises, buying $150,000 "family" SUVs with 600HP, and buying their 3rd and 4th vacation homes to coordinate. Even the ultra-boomer stocks are sky high: MMM, CAT, WMT, etc.

thefrogmeister23

HP was founded in 30s. These companies do not last forever but cycles don’t have to be as short as 20 or 30 years.

Melodic-Scheme8794

HP got wiped by theta

Training-Solid-4650

As the great investment banker HP Lovecraft said, "That is not dead which can eternal lie, and over strange eons, all portfolios die"

ra__account

Unimportant numbers don't matter. A Ferrari Purosangue makes 730 HP. That's a number but it doesn't matter. But if you want numbers that do matter... *Right now 30 year treasury bonds yield over 5.2%. and inflation protected bonds yield over 3%.* The S&P 500 has returned an average of 10.3% over the past 30 years. If you have a small nest egg, locking in a sure 5.2% may be ideal because you have a strict budget that you can rely on but if you have a larger one, having a few years in safe bonds etc. but keeping the majority of your money in the one that yields almost twice as much will bring you a lot more money. What percentage of that is dividends DOES NOT MATTER in almost all cases. Owning identical stocks where one has a 3% yearly dividend vs one that has no dividend and selling 3% of it is functionally the same. *you brought feels. amazing that you still replied 😂* And you brought absolutely nothing to the table other than being insulting.

AshingiiAshuaa

I have an HP Reverb G2. It was $500 a few years ago then they kind of stopped supporting it for the last year. Lame.

homewest

HP is still around. Google says it has had a 50,000+% of growth over that time and says it’s higher than the S&P 500 over the same time period. It is still in the S&P 500 at 353.  If someone told you to buy and hold HP in 1970, you’d have a nice gift for your grandkids now. 

ThanklessWaterHeater

Not to be too much of a Mom booster, but because I'm proud of her: I could show you the investments she made in BDX and LLY in the 80s, into AMGN and REGN in the 90s, into AAPL and SYK and CAH and EW in the aughts, into LRCX around 2010, all of which I still hold along with my own investments. She made lots of lousy investments as well—HP! Intel! 3Com! Cisco! Mom says: if you can research companies and identify ones that are well-run, profitable and growing; if you never put more into one investment than you'd be willing to lose; if you can be patient and wait decades to see results, in the long run the good ones grow so much that the ones that don't grow are a rounding error.

kinetic_honda

Because people could have said the same thing about Atari and HP back in the 70s and 80s.

Affectionate_Fly7659

Yes, that’s what market wants. AI companies should be able to gain market dominance and replace entire sectors using a used HP all in one desktop computer from 2011

Pete26l96

Am I inasne too have the letter "I" as a key for my letter "T" on my laptop? I have an HP elitebook and I have had to replace half the keys due to problems with the hinges. thinking it's time to just buy a new laptop

Steve2926

Businesses will want their own AI servers. They won't want to be subject to tokens and random withdrawal of service, etc As cost of compute becomes cheaper, more AI servers will be sold. Hence HP, Dell and Lenovo will explode and each server will require memory. You can't run a business using AI if you don't control the costs and the availability.

Dualyeti

Too big to fail - and people were scared - buy the dips on big US companies which are suffering, they will be propped up, look at HP, Dell, Oracle etc

tesseramous

Your account went so low it started consuming HP points

GregBahm

I knew redditors didn't know history, but wow. Imagine telling on your self like this. Maybe its asking too much to expect a redditor to have ever heard of IBM, AT&T, and HP. But you're in a league below the bottom of the barrel if you don't even know what Apple and Microsoft are. If AI is the dot com cycle all over again (and it is) then the observable fact that OpenAI and Anthropic don't even have IPOs yet tells you exactly where on the timeline we are. Not even the "dial up" phase. The "you're telling me this mail is electronic" phase on the timeline.

Substantial-Self-605

Not just the edu. It's great for business customers too. I run IT for a \~100 person office with ages ranging from 40-80, and almost every employee has a new laptop purchased for them when they are hired. We were buying macbooks and macbook airs for everyone, but a couple of years ago, we tried saving money by putting our low-tech employees on windows laptops. We've bought the most standard of standard Dell, HP, and Lenovo laptop like the thinkpad. Every single one of those laptops has had some catastrophic issue that has us either wasting a lot of time working on it or replacing it within a few years. On top of that, our employees had the hardest navigating all of the BS microsoft put into windows 11. All hell broke loose the day they added co-pilot and made 365 default to it. Now we only buy windows machines if the employee needs it for a specific software. On the other hand, we've had maybe 10% of our macs fail, and it's usually because of age or an employee's neglect. The day the Neos were announced, my boss was scared of buying any because of chip. I ended up getting one for an employee that solely did cloud based work just to test its viability, and I honestly think the Neos are close enough to speed to the newest Macbook Airs and the Pros for 95% of consumer tasks. We've got atleast five Neos now, and nobody has complained about it. We will keep buying more until something better comes around.

ripvanmarlow

Yup, upgrading to windows 11 bricked my perfectly fine HP laptop and I was done right there. Bought a Neo before the price hike and pretty happy with it. Does everything I need and with none of the start menu bullshit and forced ads that MS was pushing.

sonofalando

I think I’m addicted to driving my new EV. Nothing like flooring it and getting instant 295HP and 339lbs of torque while a Toyota Camry tries to overtake you 😂

BabypintoJuniorLube

HP cartridge failed to load.

fastbeemer

I think not being HP is better than that.

knock-the-bottom

Brings back memories of when Carly Fiorina ran HP into the ground.

cinJESUS

Rather than invest in IBM, HSBC recommends investors buy 1.19 shares of IonQ, 1.22 shares of SAP, 0.16 shares of Accenture, and 0.95 shares of HP Inc.[](https://www.barrons.com/market-data/stocks/ionq?mod=article_chiclet)

vwboyaf1

The 2012 Toyota Camry V6 had about 270 HP.

throwaway9gk0k4k569

Look at that chart on HPE. Someone hit the BUY button at 1PM and that chart isn't a chart, it's a fucking line. Everyone thinks HP is just servers, but they have something most people don't even think about: Networking. HP is huge in networking. They bought Aruba and Juniper. And they didn't even fuck it up; they kept the engineering teams together and supported the business instead of cutting and wrecking them. Aruba isn't helpful for the AI buildout because they do more corporate and mid-size business stuff, but Juniper is huge.

TreGet234

SaaS is so finished lmao Gonna get squeezed from all angles Really bad though for american tech. SaaS cheated the system with its ridiculous profit margins due to its major asset being entirely digital. Without that i don't see tech outperforming anymore outside of the raw hardware, but even that will be short lived. Calls on what companies exactly? Aside from hardware. Which companies will be contracted to set up that IT infrastructure at companies that previously relied on SaaS? Dell and HP?

carbontag

HP printers

prozute

Counterpoint: HP started in 1935, IBM in 1911

Thatsalesguy101

Nobody was ever bragging. Somebody suggested the guy could have worked a ton of OT. I suggested I’m that guy that works a shit ton of OT and I’m not buying McLaren or whatever this guy had….i can assure you, I’m at no point trying to brag about owning a boxster or that one of my other cars is a Miata 😂 I wanted to feel Porsche engineering without the fat ole price tag. Drive a cheaper model for 2 years, enjoyed the quality and can appreciate the lower HP for every day driving. Guess you misread it.

AlphaMaleXYZ

That’s not accurate. Lenovo, a global company, has been using CXMT in their Thinkpad laptops and computers for a while. These products are sold worldwide. Other Chinese OEMs are using CXMT too and sold outside China. HP, Dell are considering CXMT too.

DesktopSurfer

Yeah, its because its an HP. Shitty ahh laptops made by a printer company.

fenstapuza

My work laptop just shut off randomly twice, no reason or warning just poof. Puts on HP.

rsdominguez

HP still around ?

AlGAdams

I dont know if even AI can save an HP LaserJet driver installation.

slothropdroptop

HP stocks are horrifying and all their gains always get sold off

Maakus

Im more concerned that CMXT qualified RAM will first replace Dell and HP OEM ram, then scale into replacing the DDR5/6 we see used in agentic computing, at least in data centers outside of the U.S. If that happens then HBM will saturate and Micron will drop. We will need to have very bullish memory sentiment related to robotics in early 2028, and it appears that the early lidar order growth this year is proving it. Ouster for USA, Hesai for China.

oknBagholding

Guys what are the current thoughts about SMCI earnings August? HP and Dell both rocketed after theirs. Shouldn't smci basically be the same

EmperorAlgo

If everyone has to create local hardware to circumvent cloud/frontier models being blocked, sure compute will be gaining from the hardware. But who would a medium sized company call to get such a configuration set up? I am not sure who would be the best to order a local model from. Something like Dell or HP?

Avlbeerfan

Ive not used it for investing but i recently installed Linux Mint on a HP 6460b laptop. old legacy bios not UEFI. i had to use chatgpt to rewrite the boot sector. chatgpt ironed it out in four attempts.

Avlbeerfan

l have not used it for investing but i recently installed Linux Mint on a HP 6460b laptop and the bios was old legacy bios not UERI but chatgpt ironed it right out. we reworked the grub boot sector within four attempts.

Character_Set3454

Dell does enterprise server racks, HP makes cutesy startup noises. 

DigitalArbitrage

They should add there hardware server companies like Dell and HPE. I suspect that over time the open source AI models will run locally and the regular PC companies, HP Inc., Lenovo, Dell, etc. will end up being the actual winners (alongside Nvidia).

b_vitamin

Should have gone into HP.

2QuarterDollar

Power hour + surprise 🥭 pump. Could be Intel, Dell, HP. What else?

terminal_e

Yeah, but have you thought about how they are getting into AI workstations where they only have to compete with Dell and HP? Dell's market cap is merely 250x Corsair

badazzcpa

Look at the majority of recent huge IPO’s. They have gone up then back down, so it’s not some sort of surprise. What’s debatable is how far down it’s going to go from the high of $225 and change. As for, “there is zero support for current valuations”. This isn’t HP selling know products where we can run historical PE ratios and get a fair idea of where the stock should be within a few %. With that said I fully think it was overpriced at $135 and every dollar over that up to $225. I wouldn’t mind owning at $120 as I don’t think it will drop below &70-$80 range. And again, even if I am wrong I will hold the stock and sell CC’s on it until I am back in the green. SpaceX is far and above every other rocket and/or satellite company. While others might be getting close to being able to reuse rockets, SpaceX had been doing it for a long time and is moving on to the next phase. SpaceX has multitudes more satellites in orbit than anyone else. Hell just look at how bad it hurt Russia when they banned them from the network. The AI business is the wildcard and eating way too much revenue/capital in my opinion. That is right up until it fails or is successful, 50/50 which way it goes. To me, $120 isn’t a terrible entry price. If for some reason it does end up dropping to $70-$80 range I can always pick up another 100 shares and average down. I don’t try and scalp, I don’t try and swing trade. If I have to hold for a year while making weekly CC premium it’s no biggie for me.

trumpdiego

you ever buy an HP before?

Comhiddabromo

HP is the next DELL, mark my words. Every hospital, company, heck even regards are going to run AI at home when open source models becomes mainstream.

AdUpstairs7106

I used to work for Office Depot. I remember we would have 2 computers on sale. An HP with $100 instant rebate or a Lenovo with a $300 mail in rebate. Everyone would buy the HP for the instant rebate. People would genuinely get upset once it was mentioned it was a mail in rebate.

babypho

Goes to show that printer ink is expensive and the right play here is to invest in HP.

Far_Baseball_201

I took a gamble in brought 6 call options over 20k.. I loss it all trying to chase the AI hype of the chip storage.. I watched Dell and HP explode so i thought AVGO would do the same..

royalpyroz

From my HP ink jet

rueggy

I wonder if they got their internal issues sorted out. Ten years ago I worked at an advertising company and they were a client. They were so slow to pay invoices. If you called their AP to inquire, you could be on hold for hours. One of my coworkers who was tasked with making the calls was new to the company, gullible, and eager. She would sit on hold for 6 hours, finally get through, and HP's AP policy was you could only ask for status on two invoices. My boss wanted me to do it sometimes. I would call, put the phone down, do other work, go to lunch, etc. I'd pick up the phone again after a couple hours. If still on hold, put it aside for two more hours. Don't think I ever talked to anyone at HP because, if I ever got off hold, I wasn't paying attention.

jcpham

\+50 HP

trotamundos84

I bought Friedrich Vorwerk because they make good vacuums. Then I found out that Vorwerk and Friedrich Vorwerk is not the same, and they are in the military sector. I bought HP because I like Hewlett Packard, then I found out that I actually bought Helmerich & Payne.

SoCallMeDeaconBlues1

>Few people here were around for the dot com burst It was the best of times, it was the worst of times. Yeah I was there. The dotcom bubble was very different from whatever this AI arms race going on today is. Money got thrown at anything if you just said "internet" or one of the other buzzwords on your prospectus or pitch. The valley was an interesting place to be back then! The infrastructure buildout during that dotcom bubble was real; look at CSCO, HP, Dell, MSFT, etc etc today. The reason the dotcom bubble burst can eventually be traced back to stupid money being thrown at stupid things with no real-world products even being offered, just hopium. That's not the case here (of course there's always shysters out there). Barring Taiwan and South Korea falling into the ocean, this round of musical chairs isn't ending soon. I think the biggest headwind is energy related, not the circle jerk going on with the big money rotating hands between the software/applications guys and the hardware guys.

Mr-Gambini

Fellow bag holder here. $100k at $41. Your $108 avg is your $108 avg. Adding more to "lower your average" is loss aversion talking, not investment thesis. The right question isn't "how do I get back to even" — it's "if I had this six figures in cash today, would I put it all in PYPL?" If the answer is no, don't do it. If the answer is yes, size it like a new position, not a rescue mission. Here's what's actually true after Q1: * Beat on revenue ($8.35B vs $8.05B) and EPS ($1.34 vs $1.27) * Branded checkout finally inflected from +1% to +2% — but QTD Q2 already decelerated back to \~1% * $1.5B cost savings program over 2-3 years (real but reinvested, not all dropping to bottom line) * $6B annual buyback at \~15% of float — this is the actual bull case * Active accounts went flat, MAA dropped sequentially 231M to 225M — this is the actual bear case * Q2 guide is -9% EPS which is why the stock got smoked despite the beat Fair value is probably $55-65. Bull case $70-80 if Lores executes the HP playbook. Bear case $35-40 if active accounts keep stalling. You're not getting back to $100 unless the multiple expands AND the business reaccelerates AND macro cooperates. I expect that to happen in 1-2 years but unlikely in the next 12 months.

TreGet234

Like networking idk either. Nokia and HP too.

Zipski577

INTC, DELL, and HP are also bubbles

fnoguei1

This has to be insider trading, like who the fuck buys calls in fucking HP

Outrageous_Tip_2133

2026 is such a big year for some legacy and forgotten tech companies. Cisco, Blackberry, Nokia, HP, etc made crazy come backs and still going strong. AI is benefitting many unexpected names.

Outrageous_Tip_2133

2026 is such a big year for some legacy and forgotten tech companies. Cisco, Blackberry, Nokia, HP, etc made crazy come backs and still going strong. AI is benefitting many unexpected names.

imnoherox

Because I bought it instead of HP lol. I swear the market hates me.

Leveraged_Lots

I don't think they have that printer yet but maybe ask HP, I hear their stock is taking off, maybe they invented one.

bad_detectiv3

Omg how the F did AVGO fall that hard dell and HP and marvel all spiked This is so bad Wtfff

Luketeiro

Forgot to buy DELL calls, forgot to buy HP calls, got mad and went all in AVGO thinking i will not miss this one lol

Zipski577

Of course the only boomer tech co I own is the one that doesn’t moon shot. Nothing like like Dell, Intel, Cisco, HP, etc outperforming their 5-10 year returns in 5 minutes

Luketeiro

Priced in?! What market are you talking about bro? Didnt see Intel, AMD, DELL and HP going up 40% after a huge "priced in" weeks before?

morganm6488

FULL PERMANENT CEASEFIRE ANNOUNCED. Iran to fully open Strait of Hormuz. In exchange president trump providing every Iranian citizen 1 HP computer with a full MSFT subscription. MU and AMD to contribute hardware. Transportation of physical computers to be handled by RKLB who just inked a 500B delivery contract via spaceship.

Pretend-Newspaper-86

anything enterprise data center related really Networking is done by cisco and hp mostly juniper got bought by HP there is also nokia with Cisco being by far the biggest tho

Zuitsdg

Currently Lenovo, Dell, HP are skyrocketing too, as they are setting up the Datacenters and servers now TSMC, Samsung for the chip production Soon: SpaceX for Terrafab

LarsTarkas

Going to get fucked by panw calls. Likely going to end up giving up all my HP gains

PckMan

It's not fine. It's not going to 20. I know you thought up that number because it will get whatever you wasted on it to what you hoped you'd get out of it but that's pure hope and cope. Get real. HP and Dell exploded post earnings. One AI stock after another are skyrocketing. Every space company worth a damn is rallying. And through all that here you are focusing on a stock going nowhere.

wee_dram

They have budgeted $190B capex for '26. In their filing, they are saying all their '26 datacenter capacity is already allocated, sold out. Gone. Hence, raising another $80B, which is almost certainly going to be sold out in no time. Google is not a company that spends a premium buying servers from HP/Dell or networking gear from Cisco. They design their own hardware: servers and network equipment in addition to some components, like TPUs. They still buy GPUs from NVDA, CPUs from Intel/AMD, SSD, RAM, in bulk. Their efficiency while spending that capex is impressive. IMO, most salient point is: all that compute capacity is already allocated to tenants, with binding minimum usage contracts. **That is why I am bullish Google, which is slightly different than being bullish AI.** Berkshire handing out $10B at 5% discount should tell you enough. But, what do I know?! I am just another regard here 😂

TraumaBayWatch

AMD just can not lose on the cpu side right now. However the gpu line up has been lack luster for sometime. However they are the only company keeping the personal computer market alive which is one that Nvidia wants to destroy. I'm bullish on Arm and AMD saving us on unified ram while intel just does intel and makes sheet components for dell and HP but they have been on a upswing

ButtonMain2783

Every single Google news update on it is way too bullish, I don’t remember if HP and Dell was like that heading into earnings

TFTisbetterthanLoL

PANW barely up 2% AH now compared to HP and DELL’s AH post-earnings, what gives? We gonna see a rally at open?

Effective-Switch-607

Lenovo's market cap is only $40B in US dollars, after 3x gain this year. You are using Hong Kong dollars for its valuation lmao. Its stock was MUCH MUCH cheaper than HPQ before the rally, because it took over the 1st place in PC and laptop market share of HP for 14 years already. Now considering this: HPQ - 25B cap | Lenovo - 40B cap. Lenovo has almost A HALF of its operation selling AI servers, just like HPE or Dell. HPQ has none. Lenovo is the first overall in PC market share for years, and its product is much higher in quality and consumer's rating. Do you think HPQ can x3 in 6 months again? I feel bad for you not taking x2 profit and dream about x100 lol.

Inner_Difficulty_381

You're right. Earnings calls can be so hit or miss. I thought about buying but I held. bought on the dip today when it steadied. I can see HPE having a run like Intel but better. HP makes great, reliable solutions. I should know, I'm in the IT field and worked on them for years.

moneyful

Nope it Will shoot up 30-40% like HP and DELL did

Forward-Surprise1192

I didn’t believe that someone could buy the wrong company until the yesterday when someone told me they had done exactly that but with HPE and HP

italianrage138

invested in the wrong HP I guess

digdugbug

Forget everything..! Pile on HP and Marvel 😂

havntmadeityet

God damn I should have bought HP at close yesterday and not SPY puts. I hate money :(

Interesting-Fan701

My HP printer feeds me the news and im out of yellow ink

danonino80

You are not wrong about ARM on Windows growing. The ecosystem maturing helps every ARM player including Qualcomm. What the market priced in is bundling. NVIDIA can ship CPU plus GPU plus AI accelerator under one design. Qualcomm ships a CPU with a weaker AI story at the high end. OEMs like Lenovo, Dell, HP have to choose, and a single vendor with the AI premium attached usually wins the design. So the "ARM gets bigger so QCOM gets bigger" thesis misses that the pie growing helps whoever takes most of the new share. The dip might still be a buy, but the bullish case has to be that Qualcomm finds a defendable niche, not that they ride the rising tide.

jvn01

You're late then HP and Dell are already climbing

Stormageddons872

I saw someone post about HP earnings. Bought calls just before close. Realized after close that I bought HPQ (consumer), not HPE (enterprise). FML. Would've easily made 2.5X.

Ready_Pen7712

Nothing is real. Intel is up 100%, IBM 60%, Dell, HP, snowflake 40%. Oracle is up 40% in 5days. Everything is up 80-150-200%. This is what the last days of the roman empire probably felt like.

Soundsgoood5

With Dell and HP shooting up, is it worth looking at SMCI again?

Dealer_Existing

I bought HPQ instead of HPE just before close, thinking that was HP if it makes you feel better lmao

SoloDragonGT

We all want HP Printers right

NormalItem4500

Shitpal is just shit. The ceo is useless.. he has no idea on payments. He is from HP. He possibly wants to sell printers on venmo. Short this shitpal like there is no tomorrow. May be you will recover your losses. Bad growth, bad margins. Stock market is forward looking. The only thing than can save shitpal is someone buy this shit.

Thisispaartaaa

IBM and HP just mooned....Boomers have bags man.....money bags!

SSUpliftingCyg

Same is happening with HP like hoooow

Shoganai_Hito

If you ape into HP tmrw make sure it’s HPE and not HP Knew I was early when y’all kept making ink and printer jokes last few days

MaxEhrlich

I’ll never be convinced that in 2026, anyone ANYONE, was buying holding making call plays on HP. This is all insider shit that makes no good damn sense