HPE

Shoganai_Hito

Thx Was also considering HPE but a smaller position of $50l

watchoutforthesepeep

part of the AI hardware narrative along with HPE and Dell, CSCO primed to get trounced as it is today, just beginning

Shoganai_Hito

HPE 🚀

foamrollmyback

Bought HPE brother don’t crash now!

bilingualbunny

$HPE

Scam_Burglar

$HPE has to be at a solid entry right now, no?

Wonderful-Ad-6633

Well , the numbers looks pretty exciting , for those that trade from news , maybe my analysis breakdown , could help you abit. (not buy sell call thou) **What actually beat:** Revenue came in at $19.9B against a consensus of about $16.4B, and adjusted EPS was $1.81 against roughly $1.23. That's a huge beat. But about $2.3B of that was catch-up revenue from deployments that slipped out of earlier quarters, and management said plainly they don't expect it to repeat. Take it out and the underlying quarter is closer to $17.6B. That's still very strong, just less dramatic than "tripled." **The guidance math is the interesting part.** They raised the FY27 guide to $72B to $82B, up from $65B to $72B. Q1's $19.9B plus Q2's $20.5B midpoint gets you to about $40.4B in the first half. Hitting the $77B midpoint only needs around $18.3B a quarter in the second half, which is *lower* than Q2. So either management is sandbagging the back half, or they're quietly pricing in the supply problems they flagged (component shortages, power, data center readiness). Watch which one it is next quarter. **Margins are where I'd be careful.** GAAP gross margin was 12.7%, down from 17.5% last quarter, and the full-year guide is 11.8% to 12.2%. That's a business making about 8 cents of net profit per dollar of sales, while competing with Dell and HPE on big hyperscaler deals where pricing power is limited. **Cash flow doesn't match the earnings yet.** Operations *used* $434M of cash in a quarter with $1.6B of net income. That's what fast growth does to working capital (inventory and receivables balloon), but it's why they're carrying $8.6B of debt and convertibles against $6.9B of cash. **And the usual Supermicro caveat:** these numbers are preliminary and unaudited. They only just brought in a new CFO (Mark Long, ex-Western Digital) after a nearly two-year search that followed the accounting concerns. Given their history, I'd want the 10-Q filed cleanly before treating this as fully de-risked. So the demand story is clearly intact. Whether it's a good *business* at a 12% gross margin is a separate question from whether it's growing. I write up this kind of earnings breakdown for retail investors on my Substack, The WengLab, if anyone wants the longer versions.

fredditf

$AMD Q3’26 EARNINGS HIGHLIGHTS - Revenue: $13.40B (Est. $13.09B); +45% YoY - Adj. EPS: $2.09 (Est. $1.95); +74% YoY Q4 Guide: - Revenue: \~$17B +/- 3% (Est. $16.23B) - Non-GAAP Gross Margin: \~55% Segment Net Revenue: - Data Center: $8.55B; +97% YoY (Est. $8.27B) - Client and Gaming: $3.70B; -8% YoY - Client: $2.95B; +7% YoY (Est. $3.03B) - Gaming: $773M; -40% YoY (Est. $634M) - Embedded: $1.11B; +29% YoY (Est. $1.07B) Announcements: - Helios: Anthropic, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure are running models on first AMD Helios rackscale solutions powered by MI450 GPUs and 6th Gen EPYC CPUs. - HPE: Vultr will deploy first AMD Helios by HPE systems in a $12B deal. - Versal AI Core XQRVC1902: Space-grade SoC designed for missions lasting up to 15 years. Other Q3 Metrics: - Non-GAAP Gross Margin: 56%; +200 bps YoY - Non-GAAP Operating Income: $3.92B (Est. $3.67B); +75% YoY - Adj. EBITDA: $4.16B (Est. $4.02B); +71% YoY - FCF: $554M (Est. $1.05B); -64% YoY Comments: > “Demand for our Instinct and EPYC products continued to strengthen, and we expect growth to accelerate further in the fourth quarter as we scale Helios and ‘Venice’ production.” > “Our fourth-quarter outlook reflects accelerating revenue and earnings growth, driven by strong demand across our Data Center portfolio.”

bilingualbunny

Intc, doubled down on HPE APLD AAOI INOD

bilingualbunny

Lucky you. Hoping we recover. I have tones of money in APLD, WDC, HPE, INOD, dogshit like that makes me think I'm not gonna bounce back from this tbh

AdMysterious8464

HPE is a much better investment imo. FWD P/E around 11, better margins, stronger pricing power, more resilience in downturn

Scam_Burglar

HPE about to run?

Zipski577

Hahaha my exact thoughts seeing these posts. We are currently in an equity market where a huge portion of the participants have never experienced an environment that “buying the dip” doesn’t work exceptionally well almost immediately. Retail trading/ investment activity skyrocketed in 2021-2022 and has been high ever since. Liberation day and the start of the Iran war this year made people’s confidence in the strategy even stronger. I’m not saying it won’t continue to work right now. A lot of things have changed, and Trump announcing a peace deal or some shit could make the market bounce back out of its downtrend like it did in the end of March, despite not being true at the time (in fact, I’d be shocked if he doesn’t try something like this as soon as Monday ahead of Election Day/ voting). But am I shocked to see massive tech companies like Intel lose 30% on earnings announcement? No, because the exact thing was happening in the opposite direction earlier this year. It was never normal for massive companies like DELL/HPE/ INTC/ AMD to make a 30% move in minutes. When these things happened the idea that they could also lose just as much, or more, on one report became very realistic. Big tech companies are now making single day moves that used to be reserved for small cap, clinical stage drug companies on trial readouts. If AAPL follows the trend of the other companies on their earnings report Monday, and NVDA on the 17th, the market will be in trouble given they combined make up 14% of the S&P 500 right now. We’ll see what happens but I’d reckon a day will come eventually that simply “buying the dip” blindly (which is not the same as DCAing btw) will kill a lot of ppl who have been led to believe it’s a full proof strategy

bilingualbunny

Yea its all shares, alot of more degen shit tho, AAOI, APLD, MU, ASML, HPE, WDC. Unlucky I guess.

CurrentAirline9065

and there goes $HPE

GoldBlueberryy

remember the good times, when DELL and HPE were market leaders? Crazy how fast stuff changes in the market.

CurrentAirline9065

HPE is about to drill to earth look at the buy orders theyre ripping through

politicalinvestor

I’m so stuck in between right now. Like shit. Ai is really taking over no doubt entry level jobs across almost every sector are wiped out. If you don’t invest you’re screwed. But do I wait for after midterms when Mango likely strikes Iran and market falls into oblivion or now. If he doesn’t strike then I’m too late if he does I’m too early. Thoughts. Currently Holding leaps HPE and ORCL. 50% of port Cash 50%

Away_Candidate_4746

It has nothing to do with moralizing, you knucklehead. Every VMware customer not in the Fortune 500 is evaluating alternatives because of how poorly they are being treated. VMware is also announcing that if you own below a certain number of cores, you can’t renew your agreement for more than 1 year, so they can continue to increase prices more regularly. Great for short-term value. Terrible for long-term value. Especially since it reduces customer lock-in periods to have to renew yearly. Every single VMware customer that I talk to (which is a lot) is evaluating some combination of KVM-based virtualization, Hyper-V, HPE Morpheus, Nutanix, etc.

beeArebel

Dell has SMCI and HPE

Waste_Bad1924

Bought VST, HPE . They both benefit from power and server demands. At a discount now.

Affectionate-Idea690

# super Micro Surges 12% on Preliminary Revenue Beat as Dell and HPE Rise

mayorolivia

Problem is their management are idiots and their margins are only 12% because Dell and HPE do the same thing. But they’re so bloody cheap the downside risk is pretty low. I just bought some for the heck of it.

Locke_____Lamora

I just went ham. 50% on SNDK, 20% SPCX 20% HPE 10% SMCI.

CurrentAirline9065

HPE getting some SMCI fumes lets go

thenorthernwhiteboy

I’m almost certain the market is pumping Dell, SMCI and HPE on news that dropped like a month ago

drakilian

Dell and HPE going up like they were the ones who just reported earnings lmao

CurrentAirline9065

$TWLO $NTNX $HPE for me, good earnings yields

SuffiecientSapian

For an extreme large majority in this chat yes. Also some stocks like beloved HPE a casual 20% wipe out in just weeks and several others.

Waste_Bad1924

You have enough money in your account to recover. Just go slow. Buy good companies on this dip like Dell, HPE, AMD, NVDA , VST. with all the remaining money and you recover in 2 months

RightCut4940

Reminds me of when I wanted to diversify so I bought Dell instead of more HPE.

RightCut4940

Dell and HPE. I bought more this Friday.

Waste_Bad1924

Bought 1200 VST. 1700 shares of HPE .My boss from Omaha told to buy when others are scared and sell on Euphoria next month. Cheap as hell on the dip. Dip is from propaganda party’s agenda to bring the stock market using fake news. No change in fundamentals from previous week or months.

politicalinvestor

Not likely. If people don’t want servers like Dell HPE and SMCI because they no longer want ai exposure they damn sure aren’t going to want nuclear

SpiderWil

let's hope ur not holding Dell and HPE

0o0o0o0o0o0z

> Got taken out back on DELL and HPE. Ditto... it was a rough fucking Friday.

mmmpillsaregood

Goodluck with stop losses. This market moves like a dam meme coin. Got taken out back on DELL and HPE.

Shoganai_Hito

HPE

progmakerlt

Yes, I am! P.S. Bagholding RKLB, HPE, IREN.

SpiderWil

held 2200 HPE shares at 60 then got out at 58 just to see it went to 73

SuffiecientSapian

I personally think they are topped out I switched to HPE at $25 and riding that to $100-$150

Waste_Bad1924

Amazon is holding pretty well. I am adding some Vistara , HPE also. All have massive upside

Indianstanicows

Intel, AMD & HPE leap calls looking sooooo juicy🥛

Creep89

I really like HPE and DELL going up every day because of AI (SI), while memory makers are going down. Like what, shit you buy from DELL or HPE doesn’t need any memory at all? Ffs

RightCut4940

People told me to never invest in HPE because their customers hate them. I'm up like 160% on my position since lol.

SpiderWil

DELL HPE was all green this week while all others were red

BuyHighSellLow__

Smci & HPE

thenorthernwhiteboy

I’ve forgotten the last time I’ve seen a red day on my HPE

SpiderWil

no, absolutely not, HPE and DELL rips today while verybody else is red

spaghettibolognaisee

HPE pumping tough

SpiderWil

stop trading turd, look at MRVL QCOM DELL HPE

Scam_Burglar

Come on HPE

cbusoh66

HPE was left for dead year or two ago; a bloated enterprise server and storage company with single digits margins and barely any traction in the age of AI. Then came Elliott Investment Management and put the gun to their head, shape up or break up. It's now up almost 200% YTD and market cap jumping from $25 billion to $90+ billion. If SMCI had a reputable management, it would triple in value too. Need an active investor like Elliott to step in and push Charles Liang and his many cousins out, they're such a fucking liability now.

SpiderWil

A dip into what, hell? lol. Look at DELL, 500% return this year. They make money by building servers and sell to data centers. WDC STX falls -> DELL HPE up and they are up today. So instead of buying into hell, buy into heaven w/ dell and hpe, that is a far more reasonable approach.

music_is_gud

Dell and HPE. Have been scalping them whenever they reclaim their 21d and they usually run up the next couple days

segfaulting

as a network guy I hate that they bought juniper. brocade was/are dumpster fires so only time before HPE enshittifies junos too

spaghettibolognaisee

HPE is not being mentioned today why

spaghettibolognaisee

IREN KEEL APLD HPE data center boom

spaghettibolognaisee

HPE uppp

wrongrobertpatrick

HPE 🚀

music_is_gud

Maybe DELL and HPE. But you could make a case for either direction lol

Yew_knows

i know its different but HPE had a good earnings call a few weeks ago, dumped after and now up like 30%

Calculator143

HPE is theplay

Calculator143

HPE rocket

SpiderWil

HPE pumped bc of the new contract

SpiderWil

i missed out $11k on HPE when sold at 59

shorty85

HPE wtf lol

music_is_gud

For dell it is 532. For HPE, it's far ways out but I bought it today when it reclaimed the 10d at 61.15

Grouchy_Gap915

Anyone any thoughts on HPE investor day? Holding calls

DoubleFamous5751

Peep HPE 👀

AgileHornet5960

Scoop $HPE while you can.

Double-Minimum-9048

Adobe inverses memory and HP has has an insane run over the past 6mo so some profit taking, Would consider HPQ as a weaker AI trade to HPE and adobe the opposite.

sp7yyz

$HPE

CurrentAirline9065

HPE and NBIS just had bullish weekly RSI crossovers

Locke_____Lamora

Being patient as I already went from 0 to 50% invested (10% in MRNA, GOOGL, PLTR, NET, AND HOOD) but looking at HPE potentially. As far as options go I think the meat of today's move is over but if we pullback tomorrow I would grab some next Friday calls potentially.

CurrentAirline9065

$AVT and $HPE need a small cool down and then are ready to absolutely explode

CurrentAirline9065

Already overvalued by EPS, SCMI and HPE much better values against the 10 year

metro-boomin34

Micron HPE I dont have this one but DELL I think Bloom energy will start in a few months

Spac55

$DELL. 250-300 in 6-12 months We saw how server racks crash like HPE , SMCI

Spac55

Check $DELL $SMCI $HPE also giving server racks. PC selling not much, check net gap, compare to $NKE $MCD $BA $PG $CLX $MO etc https://preview.redd.it/0uhtonru48qh1.png?width=1621&format=png&auto=webp&s=7d56b68e6f79b322aaa7b25d4b42544db802fccc

thenorthernwhiteboy

Thinking HPE 63$

RZDirInvest

SMCI is a cheap stock compared to DELL & HPE. It will catch up soon IMHO.

Shoganai_Hito

Agreed HPE gonna follow to me thinks

itsalwayscalls

Or. Maybe the previous quarter was an anomaly. Regardless yes. It's ahead of its skis, yes. Next 18 months may be built in. SMCI is untouchable and HPE sucks. So, AMD helios is what matters.

rancid_squirts

Cursed HPE falling after buying more

Spac55

$DELL. Give donation to Trump Kids account Got few Billion contracts from DC Hedge fund buddies pump DELL DELL, looking to add debt load . Is it circular finance? $HPE $PANW $OKTA downgraded AI cooling soon cool, semi & servers $SPY $QQQ $SMH higher rate pain 1 by 1

Commercial_Seat_3704

Best performing stocks this month: Intel, Dell, HPE. What year is it?

New_Ad_1682

HPE's in on the fun too.

TreGet234

Half this sub back to breakeven on HPE i presume. (Unless ya sold at 50$)

traderbusto

I’m offering a dollar for a $52 HPE put dated tomorrow. That is more than fair.

GoldBlueberryy

my SPCX and HPE going 😋

Late_Ocelot7619

Will they pump DELL,HPE until 2 pm

Affectionate_Fly7659

wtf happened to HPE in pre market

Spac55

DELL can crash like ORCL, NKE, PYPL, HPE , CLX, etc

Spac55

When AI slow down, DELL can crash like ORCL HPE downgrade

SpiderWil

HPE ex-dividend date is tomorrow

sp7yyz

any thoughts on $HPE ?

thenorthernwhiteboy

Where are the monkeys who went and bought Dell and HPE at ath. Show yourselves

Salt_Contract342

Not just AI btw. And you know that, just as HPE has more to offer than just ink and printers, as you correctly called me out for Bud.

NotMe357

Probably Dell or HPE