HP

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

FeverTreeCloud

HP still trying to make printing subscription a thing 😤

PaperHandsTheDip

Apparently the HP PRINTING company (HPQ) is also up like 8.5% today. Someone make an HP\* etf that tracks all them please. I don't wanna do the DD, I just see numbers go brrr

PaperHandsTheDip

Can we get a HP etf that just covers them all?

Me-Regarded

I almost bought HP ... It's some oil company

gclary

HP calls ?

HunterVolte

I know, I played HPE earnings today. But HP is going to follow the same trend in thinking, possibly getting some AI partnerships as well just to compete.

Intelligent_Title_90

HP is only for consumer products, you are looking for HPE (Hewlett Packard Enterprise) in terms of AI exposure. They do Servers and Switches (Juniper). They just had their earnings call.

HunterVolte

With all these old computer stocks flying, is anyone playing HP?? I know they have less AI exposure but still, there’s also always a partnership possibility. Also, is anyone playing Figma heavily? I feel like it’s very undervalued.

jeffynihao

Cisco, HP, Dell, Nokia, Blackberry....what's next? Circuit City?

yoursupportivedad

Their HP printers ran out of cyan ink

Daweism

COMPLETELY DIFFRENT COMPANIES. HPE is NOT HP that make the shit printers

zkrooky

HP Inc (ticker HPQ) makes printers and PCs. Hewlett Packard Enterprise (ticker HPE) is in the business of servers, storages and cloud services. They are different companies that do very different things. They used to be the same company until they split in more than 10 years ago, so they can each focus on the different businesses.

No_Stand5622

HP printer now can print money directly from home

av6650

You should at least know what you are buying: HPE = B2B: data centers and enterprise software HP (HP Inc) = B2C (mainly): printers and pcs

yoursupportivedad

The ink flows through them all.....the HP baron bathes in the ink

HunterVolte

Bought shares at like 3:58 lol. Thinking HP may have a crazy move going forward now too. All the old companies are back

yoursupportivedad

BREAKING : HP printer ink better at cooling AI data centers than water

jerm2z

I had a hunch that HP was pivoting to printing datacenters out of their printers, but I didn't do anything about it 😞

RetinalSmear

[HP right now](https://i.imgur.com/cAJ0dBq.png)

Hereformemes619

eurgh I was literally going to play this but thought no, it's only HP.........eurgh!!

Fun_Purpose6972

Pray for the shorts, SMCI is squeezing them to death. Up 8% in the after market alone. Everyone looked at Dell and HP earnings, and expect SMCI to perform even better.

Informal-Lime6396

What I don't get is legacy companies like Nokia, Dell, HP, and the like are pumping when for the longest time they didn't matter.

FacetNo6

You deserve to miss out solely based on your pfp 😂. That being said, what you mean it makes no sense, the mag 7 are spending 400b this year on datacenters. You don't think they wouldn't buy a few Dell or HP server racks? Why did you think Dell beat earnings? Because they're amazing at building server racks or because everyone and their mom wants to get their hands on datacenter hardware no matter what - doesn't matter if it's Dell or HP. Why do you think the dram corps are all up? MU, SK hynix, and Samsung - dram is dram and a shortage is a shortage lol.

gm0ney88

because of HP, you're welcome regard.

Sawyer_Anderson

I should have fucking known I chickened out on calls because I'm like, there's no way it's HP. Im gonna go outside so i can cry.

FacetNo6

They both operate in the same space? Selling server racks to datacenters. And if dell smashed their datacenter numbers, wouldn't HP?

Snoo_4496

I know but wasn’t expecting that much for HP

Beginning-Fig-9089

[HP about to do some DELL type numbers](https://www.reddit.com/r/wallstreetbets/comments/1ttorz8/comment/op54tfs/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)

PomegranateLoud4136

yesterday dell, now HP is my new favourite bitch. I get a new one every day AND I LOVE THOSE BOOMER BITCHES!!

Snoo_4496

wdym HP is up 45% today 😭😭😭

JPM0912

When ER ? I got 5 $50 calls I bought today expiring 6/12…hoping it break so it but I may take profit off this HP pump and reenter. Let me know your thoughts

Fun_Purpose6972

Dell last week, HP today, SMCI is next. Don't come and say nobody ever mentioned it when you see SMCI pumping 40% on earnings.

evanthe-winner

HP

Unhappy_Hedgehog_808

HPE is an entirely different business entity than the HP (HPQ) that you’re talking about.

WallStreetThreats_

You're thinking HPQ, not HPE Servers for enterprise and garbage laptops for consumers aren't the same category (speaking as someone who fucking hates HP as a company and their trash laptops)

bigswordmeatlord

HP just gave me a 10 bagger, SPCE bout to do the same. Short shares available still at 0 🚀

ItsyBitsySPYderman

As someone who owns HP products. This is the wildest shit ive ever seen. And I once seen my printer tell me i couldn't print with it because i didnt have OEM ink in it.

UnnecessaryPancake

This is HP we're talking about lol

bluejays219

HPQ and HPE are two separate companies formed from the 2015 split of the original Hewlett-Packard Co. **HPQ (HP Inc.)** focuses on consumer hardware like PCs and printers. **HPE (Hewlett Packard Enterprise)** focuses on business-to-business technology, including cloud, servers, and AI infrastructure. -copy paste

Comfortable_Goal9110

trying to increase reliance on HP servers

SteakEater137

I have a few thousand in HP, an oil drilling company, to take advantage of braindead bots in case HP earnings cause a pop today. Regard moves for a regard market, baby

aioliravioli

upset you missed out on real companies like MU, HP, ARM?? Join us in SPCE, the ticker similar to spacex ipo

AeneasKurtz

Isn't HPE the software branch of HP?

tallyhoallaboard

IBM, HP Inc

EnginrA

Dell, HP, IBM all pumping, what year is this

EnginrA

Dell, HP, IBM all pumping, what year is this

amazingfishy

HP is in the same field as Dell in terms of AI servers which reported a 700% growth rate. Priced in? Not. If you want to get into something “safer”, go for NVDA as all these ai servers from Dell and HPE are loaded with their GPUs

confused_teabagger

>Laptop from Microsoft, Dell, HP lol

Coda70

Buying HP and asus

SteakEater137

I did but ya gotta have diversification even in the stupidity plays. Spacex is full retard with a lot of downside but high upside. HP is way less risk

SteakEater137

Im wondering if I should buy HP, an oil drilling company, as part of the “the market is retarded” strategy for people getting it mixed up with HPE. Oil companies should be getting more valuable anyway as oil inevitably goes up.

ErrorcMix

HP pumping… too late to jump in before earnings?

_rockthemike

HP last week, we shall see, small position

Snoo_4496

both? whats the price, feeling bit scared with HP idk why lol

Snoo_4496

anyone doing HP, GitLab calls this week

doinganevildeedblues

HP has to be priced in, right???

tallyhoallaboard

Funnily enough, I have a small amount of shares in HP inc, which has pumped last week due to people thinking it's HPE

FeverTreeCloud

HPE feels like a trap because of Dell run up Did 🥭 mention HP CEO or did HP CEO travel to China 🇨🇳with 🥭?