HP

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.

ThatOxyMoron

Absolute garbage leadership. And add to it a horrible chairman at board (HP CeO). There is a reason this company is a trash. No innovation, just fluff.

skat_in_the_hat

Did you know Juniper got acquired by HP last year?

Careless-Age-4290

If you care about brand you're putting in Cisco/HP/Dell and if not you're probably putting in Juniper

HotTruth999

Sorry but I can’t let that statement go unchallenged. The two greatest IT creations in the last 25 years are Cloud computing and AI. Amazon created Cloud computing which nearly put the top two IT giants out of business. IBM and HP. Overnight companies stopped investing in their own data centers. Whole categories of IT jobs changed. Microsoft had to hustle to copy AWS. If any company has had a lack of innovation in the last 25 years it is Microsoft. I own both Amazon and Google. No need to pick one. They are both winners.

SaphireKat

Exactly. HP and Cisco took years to recover

baghdadcafe

You do know that HP put an expiry date on their printer ink? :) This is also digitally programmed into the cartridge which means the printer refuses to print with it - if the date has passed. I think I'll invest in wine and Scotch instead...

Seienchin88

I hope you aren’t buying anything with tencent, baidu and alibaba in them either as China is one of Israel’s main investors and these companies all invest heavily there… And then we have: IBM, Intel, Microsoft, HP, Cisco, GE, Siemens, VMware, Redhat, Apple, Facebook and Amazon… Just on top of my hat… it’s quite impressive how much companies Israel attracts but they have an excellent workforce and massive investments into tech.

elpresidentedeljunta

All it takes is a very sophiticated 3d printer, right? I am sure, HP is on it...

OverheadPress69

Disagree. Amazon, SalesForce, Qualcomm HP (12 PE), Intel (12), Dell (17), FirstSolar (19) have reasonable P/E ratios

SubstanceSilver7969

tf my shit runs great even on games with horrible driver support i play EA shit only if you have more overhead it works just well called have HP lmao

wegster

I had some oracle stock I bought around 20 years ago and just left it alone. Wasn't much, but something like 670% return on it. I just dumped it. I'll preface it with I don't often dig deep into financials, and am mostly in ETFs, but I've worked in tech for some time. Oracle and HP have both 'chased cloud' including when I worked at one of them, but few really bite (versus Azure, AWS, and Google Cloud, generally in that order of adoption). Literally I can see a new piece of software and call out - this must be an Oracle product, because it's unintuitive and awful, unless it was an acquisition. Kudos to Larry for keeping the money flowing and the company alive all this time, but I inherently feel they are still trying to find a post-oracle-db (which in itself is kind of a mess, also IMO) 'thing' to latch onto. It's not surprising they 'teamed up' with OpenAI as I keep watching them just trying to remain relevant. To me, they feel like IBM - used to be a pretty amazing company, but now, would I bet the farm/house/future on them? Hell no. If we look across their domains, I just don't see it. Yes, they still have some amount of oracle DB activity - most likely the same groups of companies that were continuing purchase IBM mainframes, e.g. some financial and big industries it's just too painful to move off of. Meanwhile, a good number of others have moved on. ERP and CRM - Their ERP offerings are awful. Someone is still buying them, but they're pitiful and a huge PITA for the users and for customization. CRM - sorry, salesforce and others eat their lunch. Cloud - already covered. a perpetual 'chaser' vs the big guys IMO. They have bought some companies, I think in healthcare and retail - don't know if they're big enough to keep much of the rest of the company afloat. They also have some stuff in the utility sector, but they're far from a market leader there either. Yeah, they sadly bought Sun way back and now own Java. I'm sure there's some amount of revenue there, but doubt it's all that much for a company of their size. Note they aren't trying to compete on the LLM/large AI model front, which is probably better for them as I don't think they'd hold up to Google or others working in the space, so what do they do - offer hosting and such to still claim 'look, AI!' and try to ride another wave to relevance, and does some integration into some of their generally crappy products. I had to evaluate an enterprise Oracle product for a specific purpose a few years back. Starting out at around 20+ possibles, I built out a pretty comprehensive evaluation plan and 'scorecard' versus weighted scenarios/plans we needed to solve for. At the end, there were 4-5 left and I kept Oracle in the running, mostly because 'older management' wanted them there. Numerous engagements with deep dives with all of them. Oracle talked a good game, and pretended they had some 'special sauce' akin to domain specific 'AI.' Without too many details, let's just say within 5 minutes I had the product massively embarrassing itself. The Oracle offering was dated and seriously outclassed by the others in the final rounds. We did not purchase the Oracle offering - with good reasons. TLDR: Dump it into index funds and be done, unless NVDA, GOOGL, or MSFT have big dips. Or roll the dice; whatever. ;)

ajibtunes

Fan base: LOTR > tired ass Gen X - HP >Zillenials

Gom_KBull

1. Like I outlined in the post already, many of the other publicly traded laptop/PC providers have their own ways to mitigate the damage, Dell does not. Its even in the tldr. 2. ISG is growing in Dell, but its basing growth on a thin margin base. 3. Michael Dell supports the govt more than his own company. As outlined in the post already. 4. Nowhere in the post did I say its PE is indicative of being overvalued, i just used it compared to HP in terms of who has more valuation to lose as a result of this shortage. **Please read the post.**

Gom_KBull

Those considerations were included in the post. HP: very likely, but theres so little meat left on the bones Lenovo: they are hoarding RAM to help mitigate the damage Apple: they have longterm contracts with the RAM farmers and are heavy into AI anyway. Microsoft: see Apple.

imp4455

Meta is going the way of HP and PARC

salty0waldo

AROC is a solid company! I missed that name. Name I have been in for a couple months is KGS. One of the leaders in pure play natural gas compression for the Permian. They have been weighed down by EQT selling shares but they finally exited their last bit the other week. Debt is a concern in this space, and their dividend is high which I’m not a fan out but their large HP capacity is nearly sold out for 2026.

Foreign-Package-4359

Yes, but their core businesses, applications and database, are not disappearing. They are growing double digits and gaining market share. They don't compete in those businesses with AWS, they compete with SAP and Salesforce and Snowflake. AWS, Azure, GCP were not taking from Oracle. They were, and are, taking from HP, IBM, Cisco, Dell, etc. IaaS is in addition to, not instead of or replacing their core businesses. 

YouDontSeemRight

What's even more fucked is the US government is allowing OpenAI to potentially fuck every single other tech company. I read JP Morgan downgraded Dell and HP's outlook for 2026 simply because they wont be able to get the hardware they need to build product. Like wtf are you doing. How many other tech companies have built products that will be affected, we're potentially talking ALL consumer electronics.

rideincircles

Yup. From EAP to FSD, sentry mode, better visualizations, built in dash cam with 4 cameras, HP boost, driving with no nagging, and a long list of other things. While it won't ever be driverless with my hardware, I can use it for 95%+ of my driving if I want to. I did upgrade the FSD computer for $2k with lifetime FSD and that was worth every penny.

Apart_Tutor8680

What does a boat, with 7 x 400HP mercury’s and 200 bundles of drugs have to do with oil ?

khikago

Says who? Were you saying the same about OpenAI before Google took over? You still thinking HP will hold off Apple? You still holding the bag on Xerox?

LurkerFailsLurking

The Mag 5 of tech in 2005 was Microsoft, Oracle, Intel, IBM, and HP. If you'd been holding those for the last 20 years, you'd be doing alright 

whistlerite

It’s not that different really, Yahoo would have been a small profit like most big tech from 20 years ago (IBM, Intel, HP, Dell). The ones that made people rich after the dotcom bubble were the same ones that made a lot of people broke after the dotcom bubble.

RoyalCities

No they definitely are. I worked in enterprise tech wholesale during the first trump tariff wars with China and I saw it all play out and the same thing is happening now but on a global level (and not just with 1 country). Overnight the international markets had price increases right when tarriffs dropped but not just for the US who was the ones imposing them. I left more thoughts below elsewhere but gist is that core inflation would be far higher if the OEMs weren't subsidizing the US tarrifs by increasing the cost in every other market. They're slowly now raising it in the US meaning were looking at even higher inflation over the next few quarters since tariffs are sticky. : Tariffs are a driver of the current situation, and removing them would significantly ease inflation pressure but people don't realize that it could have been way worse. In the short term, the impact on U.S. inflation is smaller than what was feared because many international vendors/OEMs raised prices in literally every other regions to subsidize the cost of American tariffs, rather than passing the full increase directly to US consumers. This has kept core inflation down or atleast much less than it could have been if they just passed the costs directly onto the US market. It would have been commercial suicide, for example, for Lenovo to raise prices only in the U.S. while a competitor like HP spread the added cost across Europe, Canada, and Australia to keep global pricing relatively uniform. This cost sharing has artificially held down measured U.S. core inflation because the rest of the world has effectively been footing part of the bill. But now global inflation is picking up, and vendors are gradually increasing U.S. prices as well, because the tariffs are proving much stickier than expected and Trump shows no inclination to roll them back. At the same time, he is pressuring the Fed to cut rates even though inflation is not fully under control and is starting to creep higher again on the current trajectory. If tariffs are eventually removed, the outlook could improve. Under the current policy path it does not look great. We could even be entering into a stagflation scenario which is worse than a recession.

RoyalCities

Tariffs are a driver of the current situation, and removing them would significantly ease inflation pressure but people don't realize that it could have been way worse. In the short term, the impact on U.S. inflation is smaller than what was feared because many international vendors/OEMs raised prices in literally every other regions to subsidize the cost of American tariffs, rather than passing the full increase directly to US consumers. This has kept core inflation down or atleast much less than it could have been if they just passed the costs directly onto the US market. It would have been commercial suicide, for example, for Lenovo to raise prices only in the U.S. while a competitor like HP spread the added cost across Europe, Canada, and Australia to keep global pricing relatively uniform. This cost sharing has artificially held down measured U.S. core inflation because the rest of the world has effectively been footing part of the bill. But now global inflation is picking up, and vendors are gradually increasing U.S. prices as well, because the tariffs are proving much stickier than expected and Trump shows no inclination to roll them back. At the same time, he is pressuring the Fed to cut rates even though inflation is not fully under control and is starting to creep higher again on the current trajectory. If tariffs are eventually removed, the outlook could improve. Under the current policy path, however, the direction of travel does not look great. We could even be entering into a stagflation scenario which is worse than a recession.

BP9009

Yeah. I understand that. But if you look back at the historical prices of these companies, they're hugely down from their alltime highs. NBR down 98%, PDS down 93%, PTEN down 83%, HP down 75%. So the peak valuations were about 10X higher than they are now. I'm not saying it's unwarranted, just that for such a large industry as oil/gas in the US, the drilling contractors valuation is tiny.

ElectionAnnual

The mandalorian did great. What are you talking about? We’re talking purely about investment. People watch that stuff, even if it sucks. The IP gain from Netflix is a huge win. House of Dragons isnt as good as GoT but ppl tune in. Just having the HP movies for ppl to rewatch over and over is a slam dunk. They’re cash rich and this deal is nothing to them. Even if they lose the deal bc of antitrust, it’s a win.

Sarcasm69

Wow, did not realize this gives them HP. NFLX on discount

MechAegis

Does it mean Harry Potter will be removed from Amazon Prime videos? I just started my annual HP rewatch.

Lovethatdirtywaddah

They're filming a multi season HP show right now.

oldredditrox

> It doesn't exist outside of social media circles like this Because HP hasn't been relevant since FB sucked. If the HBO show doesn't over perform I doubt it'll get to season 2,and that was my take before it would be a Netflix meme show. There's way more at Universal Orlando than HP world.

starlordbg

You mean reality doesnt care about HP anymore or the typical redditor?

Curious-Treacle2304

People watch those all the time, they are favorites. I watched HP 1 last week?

Zephyrus257

IDK, they just bought infinite money-making machines with Batman, HP, somewhat LOTR... Not mentioning they will use this to justify price increases (just like gamepass did) and what will poeple do? Cancel it to watch fucking sponegbob on paramount? Or the only two good shows on appletv? Plus all the DC universe lets you go wild with animation for kids and adults (KPop Demon hunters proves this shit works) and AI will keep cutting costs of that and any other shitty CGI needed for their films. Also AI will probably cut costs of distributions with AI dubbing letting you basically lay-off all the dubbers worldwide. Plus majority of sports stuff is just in the us and it can grow a lot in the rest of the world.

Whatcanyado420

Wasn't the lazily made HP game one of the biggest sellers globally last year?

starlordbg

When was the last time HP was relevant?

BourbonRick01

Must be using an HP printer 

neverpost4

In the early 2000s, multiple Samsung executives were convicted in the United States for participating in a global conspiracy to fix prices of DRAM (Dynamic Random Access Memory) chips, violating U.S. antitrust laws. Here’s a breakdown of the case: --- 🧠 What Was the DRAM Price-Fixing Scandal? - Between 1998 and 2002, major memory chip manufacturers—including Samsung, Hynix, Infineon, Elpida, and Micron—were involved in a global cartel to artificially inflate DRAM prices. - The conspiracy hurt U.S. computer makers like Dell, HP, Apple, and Gateway, who paid inflated prices for memory chips. --- U.S. Legal Action and Samsung Executives' Convictionsv1997 - 2002. - The U.S. Department of Justice (DOJ) launched an antitrust investigation under the Sherman Act, resulting in over $731 million in fines and multiple executive convictions. - Samsung Electronics Co. Ltd. pleaded guilty in 2005 and agreed to pay a $300 million criminal fine, one of the largest antitrust penalties at the time. - Several Samsung executives were individually prosecuted: Il Ung Kim VP of Marketing, Memory Division 14 months in U.S. prison + $250,000 fine Thomas Quinn SVP of Marketing, Samsung Semiconductor USA 8 months in prison + $250,000 fine Three unnamed Samsung execs in Various roles 7–8 months each + $250,000 fines These were some of the longest sentences ever imposed on foreign nationals for price-fixing in the U.S.

chocobbq

LLM is just a use of the technology. Blockchain in crypto. Blockchain in bank transaction. What you're looking for is the golden key to unlock the potential it has. What they are rushing for is takeoff where the first party that achieves this technology will be able to self train the ai and accelerate the learning process so it can do the congnitive work of a human. This can be applied in research, industries, military and many other application. Our work today is just done by human pressing buttons on computer which can totally be replaced by ai. Then sell this ai to companies. HP already planned to cut it's workforce by 30%. people who went through college that studies data analysis is already made obsolete now. Image the accountants lawyers that will be made obsolete (I have no pity for them anyway) but the implication is great. One fund can be dumb. But all smart money can't be all dumb at the same time. The reward for achieve this is so great that it outweights a lot of risk. The worst they can land is a model that might not be fully intelligent but still able to replace a lot of workforce globally such that it make sense.

PlanetCosmoX

Intel has to pass the wafer test and then charge an amount where Intel eats all of the duds. This won’t be adding quite the punch to Intels bottom line as you think, especially since they’re continually loosing business market (their last market held onto due to cronyism with Dell and HP) share to AMD. Dell and HP lost on sales, so they’re abandoning Intel or they’ll simply lose the market. I already ordered purchases away from Dell for my IT company of 300. These laptops don’t last 4 years, they burnout due to heat, they cost too much to run, they’re not designed for the heat their CPU emits, and they’re more expensive and slower than the AMD equivalent.