HPE

CD274

Oh I checked earlier. A ton, like ten, insider sales suddenly yesterday and their HPE sister company is up and has an Nvidia deal

bullishchilipepper10

People finally catching on to HPE I see

Queasy_Telephone_739

I genuinely have a question - should I be buying HPE shares? This is where the stock market makes absolutely no sense to me. As far as I can tell the only difference between HPE and Dell are: * Dell doesn't have a large profitable networking business * HPE doesn't have a personal compute/print business. Personal Compute/Print being low margin business, vs HPE's networking business which is profitable accounting for approximately 50% of company profit. Even if you were to merge HP Inc back into HPE their market cap would still only be 54b, which is 77b lower than Dell. If you compare pure networking vendors like Arista to HPE whose networking business is the slightly larger, you have Arista 210b vs HPE 36.9b. IMO HPE should be valued at least what Dell is valued at, meaning their share price should be around the $95 mark. If you broke HPE apart into just their business units, you would have separate servers/storage/networking businesses - when comparing these to pure play vendors in this space we have: * Networking - Done the Arista comparison above - but market cap 210b * Storage - compare to Pure Storage - market cap 22.13b * Server - compare to super micro - Market cap 17.3b If we just take the storage and server competitive market caps that's 39.43b, which is still more than HPE's 36.9b. It's like their networking business isn't even being considered as a factor of their share value. So either all these other businesses are vastly overvalued, or HPE is vastly undervalued. So are HPE going to the moon, or is there going to be a correction to the other stocks?

Ok-Piano8789

u have zero money u are electrical currents in a HPE DL360 rack in carteret NJ

danger_boi

Lenovo market cap 15.8B on the HK exchange, same as super micro. My nipples are hard. DGX spark manufacturers could be a clue, ASUS? HPE too expensive by comparison

Puzzleheaded-Yam5519

HPQ has no servers HPE has no. laptops

Tight-Development-35

Hypothesis to debate: Dell is very expensive. HPQ is cheap by comparison, but doesn't have servers. HPE DOES have servers and is still cheap by comparison. Why not by the PC business from HPQ and the server business from HPE? You get what you "want" (if the speculation is true) and at a much cheaper price than Dell as a whole. Discuss.

tupakkarulla

No I’m just trying to think of companies that would make sense for their portfolio, that also aren’t too big. Dell is already maybe too big with their market cap, so is AWS, HPE etc. and when you take into account what partnerships NVIDIA has that comes to mind. But also I know fuck all about that company except I can’t get shit delivered due to like 8 month waits for basic stuff so this is deranged Reddit talk based on only vibes

W00MFY

HP Inc doesn’t sell servers, only printers and laptops. HPE (separate as of 2013?) is the one in the server market but not PC market. So if they are serious about both then it’s not HP/HPE

modder9

It was my liberation day pick when it hit like $70. HPE drilling 25% on earnings was also an opportunity. Not buying either at these prices.

UsernameTaken_123

Not really because we didn't have any AI hyperscalers back then. SMCI feeds right into their demands of high compute-density for as cheap as possible, I don't really see Dell/HPE being an option here

politicalinvestor

If you wonder why market is up it’s because I made greatest sacrifice I sold 86 HPE calls at open and 172 SMCI calls. Well over 30k if I held until market close but at least tonight I will sleep hope you figure out how to do the same.

modder9

HPE is also mooning the same amount. HPE is the enterprise only arm. Dell does not separate their enterprise into a different stock. Dell hardware is kinda the default for me and many other lifelong admins.

modder9

Idk Dell and HPE both going crazy today

Exact_Fish8550

Sheesh.. you have no worries. Look at Seagate stock. This isn’t a new thing with companies also look at the backlogs of Dell and HPE. If SMCI goes under the back logs will be years behind people would by buying chips and they will be 3 generations late when they ship this will cause and absolute supply chain risk and anti competitive environment as those with capital will pay expedite pricing leaving all the small companies in dirt. I don’t think this is remotely a worry. Think logically in times of storm. If it helps delete your apps and brokerage set alerts for price milestones and let it eat for awhile.

Glittering_Heart6591

I wouldn't say I want to argue. Just wanted people to elaborate on things. TBH I still haven't closed my postions in Dell, HPE, & IPGP. Kinda wanted to get some feedback before committing. If I was 100% sold on the idea, I would have did yolo instead of discussion.

politicalinvestor

As HPE stated multiple times they will not play with their profit margins. If you’re looking for a very very good potential stock HPE is that move. Dell may benefit on this a little bit but I believe it’s priced in 3x that of HPE

politicalinvestor

Not going to lie to you dude, I’ve been thinking Dell funded this investigation as well as helping hidenburg. I feel like this was a chance to cook SMCI and what a better time to do it then in the heart of the datacenter buildouts why every company is crushing their opponents margins. Very wise of Dell to do something like this. I really really see trump getting behind a Dell buyout and HPE and Dell working together to get margins over double digits.

politicalinvestor

Agreed. As I believe it would be too big of a supply chain risk to divert all orders away. A sell to HPE or Dell would be great.

politicalinvestor

I already made shit loads of money off Dell dude. I’m invested in HPE now as their network segment is going to shred over next 2 years. Looking for dead cat bounce on SMCI for my June expiry’s and long hold as I don’t see this stock falling below its last Lows of $18.50 from last incident of fraud.

politicalinvestor

Have you thought for a second SMCI buys 9% of everything NVDA sells. If they re direct sales to Dell and HPE only this will cause a massive decline in NVDA price this will delay future technological advances in society as no one will be prepared to take on the additional workload SMCI holds this will cause a massive decline and anti competitive environment for companies to compete in buildouts as Dell HPE and SMCI back logs are so massive it’ll push projects back 3 years and the chips ordered will already be late generations. Can’t see this happening in the very slightest but GL

Rock_or_Rol

It’s hard to say. Macro winds are super super shifty right now it seems Longer term, I’m against the grain on semiconductors and data centers. We may have just hit the top. The only thing that will rejuvenate LLMs from the current plateau is they can complete the self training loop or reach novel logic imo. Otherwise, they’re about as smart as they’re going to get for a while.. that is, it’ll take long enough for money to exit. Other bearish winds, we’re seeing energy costs spike and this might just be the beginning. On top of that, there are new models like Deepseek v4 that supposedly cost like 2% of what openAI does to train. We also might be going directly into a recession… I think mag7 will be more and more rewarded for words like “efficiency,” and cutting many of their data center projects There’s also a pretty sizable saturation with LLMs. Idk, I think mag7 are headed down too (I do like that AMZN is pivoting to a more general manufacturing direction by taking advantage of automation/robotics.. something desperately needed in the US). Amazon’s pivot also signals to me that LLMs *might* have hit a ceiling. HPE, dell etc for data centers. They had a nice pump after SMCI dumped I am cautiously bullish on SMRs though. During 🥭 state of the union, I was surprised and impressed he said data center developers/operators will have to produce their own energy… then I remembered what sort of guy he is. He’s either full of shit and that will never happen OR it’s a vaguely corrupt scheme and we’ll start subsidizing SMR development. I think there’s a very very good chance for the latter considering how many mag7 companies have their hands in SMR companies

981flacht6

Guys, for two years I keep telling everyone to stay away for SuperMicro. Buy better companies with better management. Vertiv is a slam dunk. Not HPE. Not Dell. Not Supermicro. BUY VERTIV on dip days when it goes down 8-10%. It's high alpha and high beta.

supershinythings

I noticed HPE is up today. SOME tech stocks may be crashing, SOME are holding, and SOME are rising. It’s a mixed bag right now.

supershinythings

HPE went up today. Theoretically it’s a tech stock.

Aigpil

ADBE is interesting because the stock has been in a downtrend for months so there's already a directional vol premium baked into the puts. the skew is steep here — if you're going long vol with a straddle, the put side is doing more heavy lifting than the call side. 54.5% of moves exceeding implied is the same stat as HPE last week — do you find that this threshold is consistent across sectors or does it vary?

amar-rahul

Can someone explain why HPE’s stock price keeps declining despite its impressive balance sheet?

amar-rahul

Anyone care to share their thoughts on HPE?

Icy-Comfortable-714

Ah shoot, yeah I was watching HPE too! Oracle bounced nicely, do you straddle the quarterly earnings for most S&P 500 companies?

GammaReaper_

Closed HPE ~10 am this am. Took the L since the event didn't get me the pop I needed, so no need to wait around and experience Vega loss/time decay. Initial reaction for ORCL looks promising, but still lots of time before tomorrow's open, when the real price discovery occurs.

Icy-Comfortable-714

+/- 10% is a big move and oracle is dodgy enough that it just might work. You’ve still got time on your HPE gamble but this is an interesting approach.

Eastern-Drop4010

Best I can do on great HPE earnings is down 2% this week and up 10% after your calls expire. I don't make the rules, I just suffer by them

Bluesquare9

HPE is really annoying me -- was a pretty bullish report?

Inevitable_Mirror_74

HPE calls printing baby!! 🤣

gentlesandwich

HPE looking good, but most likely just getting my hopes up before earnings call...

Glimmerofhope

HPE might be interesting

Aigpil

exiting by 10am is the key detail here that most people miss. the vol crush is almost fully priced in within the first 30-60 min after open — holding longer just adds directional risk without extra vol edge. curious what your win rate looks like across all your setups, not just HPE. 54.5% on the move exceeding implied sounds thin but if you're sizing at 1% and the winners are outsized it doesn't matter

GammaReaper_

I'm only in the trade until around 10:00 a.m. the morning after the announcement - no PEAD, just the event and the vol crush. With HPE specifically, the opening gap tends to overshoot the closing price on earnings day, so I'm not holding to expiration; I'm out once the event driven stock price has been realized. And yes, I always size small, typically 1% of my account. I make lots of little bets where I have an edge. Over the long haul expect to make a decent risk-adjusted return.

Portfoliana

54.5% is barely above a coin flip though. with a straddle at $1.97 you need the move to exceed breakevens, not just the implied move. and HPE historically has some of the weakest post-earnings follow through in enterprise tech, most of the gap gets faded within 2 days. i played the last HPE earnings with a strangle and the move was like 4%, well under the implied. lost about $380 on a $1.2k position. the setup looks better this time because of the iran premium in vol but id size it small. maybe 1-2% of account max

cbusoh66

HPE is not moving until 2nd half of 2026, I don't think this earnings report will be that consequential but you never know...

Bluesquare9

Why HPE puts?

eljefechico

Not sure about them HPE calls homie, be careful!

Zestyclose-Ice-3434

Do we buy calls or puts on HPE regards?? Dont have money for Straggles/Straddles.

Stocks_N_Bondage

Closed today: UMAC calls Opened today: - Puts: MTN • HPE Considering calls on RAIL and VOYG maybe. Or not. What a raggedy bunch of earnings this week. *Disclaimer: This is not investment advice but you can follow me to Wendy's!*

Secure-Fly6213

Someone tell me HPE calls or VOYG calls?

politicalinvestor

Think HPE is a great options play between the averages of SMCI,DELL,CSCO,ANET which largest competitors to HPE and 80% of market segment theyre in between Networking and Ai infrastructure the move looks like it should be around 8% Adding 100 calls HPE open. propbably in 21.5 range. Expected stock price after this blood fed night expecting open around 20.5 and after earnings 22.2

stefanmarkazi

HPE calls?! Why?

Bluesquare9

Yo tell me what’s right/wrong with my plan for week: - HPE calls - Airline puts - Oracle puts - Long-dated USO puts if it keeps rising

IntergalacticBurn

DELL's just the better play. I didn't touch HPE at all throughout the year despite the upside estimates. DELL's been paying me great during that time. While HPE has been sideways.

gentlesandwich

Does HPE pop Monday? I hear they have an AI server play similar to DELL

dasmoothride

Calls or Puts on HPE?

mtol115

Puts or calls for HPE

Bluesquare9

Anyone have opinions on HPE? Seems like calls as a read-through from Dell’s earnings. That being said I read back through HPE’s last earnings call and they said their gov contracts won’t really hit til later this year.

Aito84

Are you referring to HPE? You’re only down about 15% from $25. You’ll be aiight

gentlesandwich

Is HPE going to pump on earnings sale as DELL? They're both AI server plays

gentlesandwich

HPE rally incoming, just like DELL.

CatholicRevert

HPE fell aftermarket earnings because of lumpy delayed government revenue, if those delays have been cleared they could see a strong quarter

Bluesquare9

I know this is for next week but the week following is HPE and I think that Dell’s earnings yesterday could be really bullish for it.

data-with-dada

No one is talking about $HPE but they just closed their acquisition of juniper networks (networking hardware) and junipers annual recurring revenue has grown over 30% year over year. This basically doubles HPE’s networking business overnight and the stock is CHEAP still. Why is no one else calling the crap out of this? Is it just too niche and not understood?

ShitpostSulthan

I bought HPE calls instead of HPQ. I'm luckily I guess. 😅

EscapeHistorical178

I have Bipolar I am BULLISH on NETWORKING infrastructure HPE CSCO ANET SMCI.. but I'm also bullish on PUTS on SPY because our US gov are fkn wusses and making us Americans look like clowns SMH.

FooFootheSnew

PSTG (Pure Storage) Been in since $20 in 2018 after I sold my first product of theirs. For years I sold all the big boys in my job, like Dell and HPE, and this company came in and was just wiping the floor with them. Their product was like, two line items instead of like 70 items like the rest of the industry, it was so simple. Storage and subscription, that's it. Plus data is always growing, so seemed like it should be a $45 stock in 2018. I took profits every $10 interval, including at $100, but still have a good supply left. It's at $75 now. Apparently now they landed a big whale in Meta. I also don't think they're a buyout candidate, and they've done most growth organically.

sixsmithhs

Not yet this earnings cycle I really try to dig into something i can find an edge in. The other stock I invested in was Roblox, based on youtube views of roblox content being up 20% and as silly as it seems the vast monetization and player base of steal the brainrot games. Roblox was down 50% from highs and it seemed like a good opportunity. But i sold those immediately after they initially popped after their earnings. Me and a friend who is a professional auditor usually deep dive during the weekend. So maybe we will find another good company. But we dont invest to just invest becouse thats how you throw away money, but find high conviction plays All that being said, i haven't dived too much into it, but I like HPE, their market cap to book value is normal for a hardware and infrastructure company, but its very small for a company that can capitalize in ai and data center growth. Also, they have a good history of implementing acquisitions

AppropriateGoat7039

You are very welcome. There will be many winners, those are just some of my favorites. I left some out as others have mentioned…Marvel, Dell, HPE, SMCI, AMAT, ARM. There are more stocks that will benefit but it’s an exhaustive list. I think the ones listed give you a pretty good place to start. Just look at the projected numbers for the next 5 years. I’m full porting AI stocks and I don’t give AF what anyone thinks. Good luck! -Projected US AI Spend 2025: ~$300 billion 2026: ~$600 billion 2027: ~$650 billion 2028: ~$700 billion 2029: ~$750 billion 5-year cumulative total: ~$3.0 trillion 5-year total: ~$6.5 trillion

drakevibes

Forgetting about the racks/physical side DELL HPE SMCI

Waste_Bad1924

Where is all the capital expenditure going to? NVDA, ORCL, DELL, HPE, FERMI, MU . Buy all of them.

politicalinvestor

F margins dude! They claim they’re compressing margins on purpose to regain all market share. Lots of successful companies in past do that. https://youtube.com/shorts/x1DT1iazrBI?si=oSGxizjUlBpQ43b1 Don’t give into BS propaganda here’s old BEZO “Companies have done this for years” “We’re famously unprofitable” Amazon competitors Walmart, Target, and eBay in general retail; Alibaba, JD.com, and Flipkart internationally; and Microsoft, Oracle, and Google (Alphabet) in cloud services (AWS) and digital subscriptions (Prime Video, Music) SMCI competitors SMCI's primary competitors in the high-performance AI server and storage market are Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) F the noise BS Make that 💵

F3RkinUrMom

• 3M • Alcatel‑Lucent / Nokia • Amazon (all major services) • AMD • Apple • Applied Materials • ARM • AT&T • Autodesk • Barclays • BMC • Broadcom • Cisco • Citigroup • Dell • Dropbox • eBay / PayPal • EMC / Dell EMC • Facebook / Meta (Facebook, Instagram, WhatsApp, etc.) • GE (especially medical tech) • General Motors (autonomous/ADAS programs) • Google (Search, Ads, Maps, Waze, YouTube, Android, Cloud) • Harman • HP / HPE • Huawei • IBM • Infosys • Intel • Lenovo • LG • McAfee • Microsoft • Motorola • Oracle • Nestlé (via Osem) • Philips • Qualcomm • Samsung • SanDisk / Western Digital • SAP • Seagate • Siemens • Sun Pharma (Taro) • Tata / Tech Mahindra • Texas Instruments • Xerox • Yahoo, etc. USB flash drives • Centrino/WiFi laptops • Pentium MMX processors • Pentium-4 processors • Core 2 Duo processors Smartphones & Tablets: • iPhone flash storage controllers • iPhone Face ID depth cameras • Samsung Galaxy NAND controllers • Early Motorola pocket cell phones Medical Devices: • PillCam swallowable camera • ReWalk exoskeleton • Exablate ultrasound surgery system • WatchPAT sleep monitor • EarlySense smart beds • Israeli emergency bandage Cars & Transportation: • Mobileye ADAS (lane assist, auto-brake) • Mobileye self-driving chips/mapping Home & Appliances: • Powermat wireless charging pads • Laser projection keyboards • SolarEdge solar inverters Networking & Servers: • Mellanox InfiniBand switches • Cisco Israeli-derived routers/firewalls Feel free to boycott 😅

pineapplekiwipen

HPE is such a fucking trash company never buying workstations from this dumpster heap again

clobbersaurus

I do wonder if there will be some storage booms coming too. Companies are rushing to create more data to train their agents on and whatnot. And the models and size themselves. I’m thinking companies like HPE, NTAP and PSTG.

cbusoh66

NVDA's 45 degrees liquid-cooled Rubin racks are a game changer for data center cooling systems companies like JCI and MOD according to Bloomberg. This also spells doom of any hope of a comeback for SMCI. HPE and DELL too.

HumbleGolds

Yes, that sounds right. Maybe Dell or HPE will acquire SMCI one day to add more clients to their base see which big box comes out on top. Now, that's hardware monopoly.

TheeRinger

Hive, HPE

KookyManster

The RAM and storage shortage started 1 yr ago when hyperscalers and mega cap companies announced accelerated spending in AI data centers. MICRON themselves stated that 2026 was sold out 3Q ago. 2027 is soon to be sold out. Dell/HPE/SMCI and tons of others in Asia will pass on the cost to the mega cap companies, and those guys can afford it. Semis like Nvida, Broadcom and AMD has also stated that the increase in HBM will be passed on in full.

DelightfulStamps

I’m +28.6% YTD. Dragged down a little bit as I’ve bought a lot of HPE, Broadcom, and Oracle. Looking forward to 2026! €361.7 in Yearly Dividends

aliveintucson325

“other PC and smartphone companies (MSFT/AAPL and the like) have long term contracts to LOCK IN prices for their supply.” That’s the extent of your analysis, right? Dell’s not a smartphone company so I don’t know why you mention that. And what’s your source regarding other PC companies? How much inventory does HPE have? How long are their contracts? You think HPE is immune? Dell is ruthless when it comes to cost management. They will lay off thousands of employees if they have to. They do it all the time. They will cut bonuses. So yes, some costs go up, other costs go down. ISG revenue is growing hand over fist. Servers and racks up 37% last quarter compared to previous year. And their operating margins are so much better than CSG. ISG has slightly higher revenue, but more than double the operating margins. Meanwhile interest rates are getting cut, lowering hurdle rates for their customers. Data volume is increasing exponentially, there is a real need for the product. Problem with your thesis is you’re taking a bunch of surface level generalizations and pretending you know more than analysts who follow Dell religiously. CSG is already underperforming, this is already priced in. Dell underperformed SPY this year and their P/E is already so low.

BuddyIsMyHomie

Clearly oversold. Going to be like CRDO, HPE, etc. from last week

dankwartrustow

It’s not electricity. It’s lifespan. If you train on the GPUs and peg them at 100% for weeks and months on end, as /u/fredandlunchbox said, physics starts to take over and degrade the device. Think of it like the rusting process. In the non-GPU world, data center hardware sold by commodity vendors like Dell, HPE, etc would come with contracted enterprise support and warranties for roughly 2 years. And that was for infra that you are just running databases, and app and web servers on. What companies currently appear to be doing is a stepped wedge adjustment procedure, where they start the GPUs off at extremely high loads (i.e. 90-100% running for 3-4 weeks at a time on >1 trillion + paramater training runs). A batch of your supply is segmented off for pure inference (serving user requests + inputs), and the other batches of your supply are older hardware. Basically after beating the *ish out of your GPU until it’s about to start degrading, they’ll rotate it down to a throttled inference-only workload that runs in a grid/array of other GPUs, each running at ~80-90% capacity and dynamically being moved off of the grid for cool down periods in a systematic manner. But to be sure, in the recent past a GPU that’s being trained on constantly (or even used for crypto mining) will begin to degrade within the first year. From an investor perspective, blackwells are an extremely fast depreciating asset… it’s like you’re paying for a ferrari to drive you across the country as many times as possible before you dispose of it. The idea is that whatever models the blackwells are ultimately training have greater value than the GPU itself. Also, the overall infra of the cabling, racks, networking, etc. adds an operational capacity and scale for the firm (in essence betting that their data center investments will continue to be necessary at that scale for the foreseeable future. Lastly, the thing I’m looking at will be innovation in the networking space. It’s highly likely within the next 2-3 years we see a major revolution in data center networking with photonics-based networks that can integrate with existing hyper-converged infra investments, likely being deployed within ~5 years across tier 1 and 2 DCs.

CatholicRevert

HPE stock recently went down because they were slow to deliver AI cloud servers, since their customers had bureaucratic/slow purchasing processes. It went back up after but that’s from a networking company they acquired which is separate.

Right-Nectarine-898

HPE the silent AI sleeper $26-$28 🧲 pt Major Government Contract: In late November 2025, HPE was awarded a US$931 million, 10-year contract by the US Defense Information Systems Agency (DISA) to modernize their data centers using the HPE GreenLake solution. Expansion of Existing Partnerships: In late 2024, Barclays expanded its private cloud contract with HPE, making GreenLake Cloud a core pillar of its hybrid cloud strategy. New Product Availability and Integrations: HPE recently announced a wave of new product integrations and availability timelines, which often precede or enable new customer contracts. HPE Alletra Storage MP X10000 Data Intelligence Nodes will be available in January 2026. HPE Zerto Software integration and Compute Ops Management will also be available in January and December 2025, respectively. Focus on AI and Networking: HPE's recent acquisition of Juniper Networks and numerous AI-related product announcements (such as the HPE Private Cloud AI solution with Nvidia) position GreenLake for significant growth in the high-demand AI and networking sectors, which is expected to drive future deals and growing Annual Recurring Revenue (AR Overall, with strong recent contract wins and a clear roadmap for new AI and networking offerings, the outlook suggests a high likelihood of additional new deals being announced in the near term

Unusual_Specialist

HPE & HPI are always missing the mark.

TylerDurdenEsq

HPE has a very attractive P/E. I don’t worry about quarterly fluctuations.

Cstooby

ASTS lol. Sam Alt(hu)man talking about acquiring them to compete with space x. Shoots up 18%. Me sitting here with HPE, DOCU, S, worthless calls. Fk me.

Cstooby

LoL all my bets are kaput. Docu, S, HPE. I got a perfect score yall. 100% failure rate. Can't beat that.

modder9

HPE earnings today. Last time I got burned by them. Surely it won’t happen again?

rockyonthetrack

For earnings, would you use a long call calendar or a short call calendar? I'm not sure which of the 2 would be better? Take for example HPE, the Iv for the current week is 171.24% while 3 weeks from now is about 48.8%

Cstooby

HPE puts free money? Has it ever gone up after earnings....

lupinle1

Calls on Dell and HPE?

rogueowl0

All in on HPE. If it skyrockets I’ll be retiring early

SnooDoodles4789

All in on HPE 🚀

Admirable_Nothing

Maybe I have too many memories of 2000 but this all looks like a failure waiting to happen. Like the Internet, AI will definitely transform our lives but the amount of money the AI centric companies are spending well before any significant revenue is developed to pay for that capital expenditure will be the engine that pops the bubble. Don't think Internet bubble software think hardware like Cisco and Juniper. As folks were spending millions on new internet hardware CSCO and JNPR were fabulously profitable and growing insanely quickly. But when that spending stopped because it wasn't producing profits yet that justified the expenditures, CSCO/JNPR cratered. I owned some CSCO at $50 and loved it at $78. I had JNPR at $85, $100 and $115. CSCO just topped its 2000 price this year and JNPR was in the 20's for years until HPE bought it this year in the mid 30's. I see NVDA pulling a CSCO/JNPR when the massive buying for expensive data centers slows down. Many of the big AI players will survive but their prices will come down as they have to swallow all the debt and capital they poured into ultimately unprofitable data centers and many of the newer players will go away just as the internet bubble players died out. Now in 20 years we will be looking back on this and AI will be a real thing generating real profits and by then we each should have a personal robot in our house, but until then there will be real dislocation of capital and profits.

EightFolding

DELL and HPE aren't bad stocks, but IMO they're lower margin commodity players so I don't hold them for this purpose. They assemble servers but they aren't real picks and shovels or full providers to address the bottlenecks, so personally don't fit my strategy. IMO the better plays there are VRT, and though volatile and risky: CRWV, APLD, IREN, NBIS. I also hold ETN and VST in that space, and keep a small DLR position for now. I'm just not convinced that server assembly is the winning move. They're kind of stuck between hyperscalers who are eventually going to be building all of their own datacenters and the neoclouds who are filling that gap for now.

Internal_Buddy7982

This is literally about HP, not HPE. Still scratching my head...

AfraidAnalyst

I’m just saying hold a Dell 1u or 2u server and hold a SMCI 1u or 2u. Servers are servers, SMCI has price going for them compared to Dell or HPE (fuck HPE)

Wyzen

I used to work for HP, back when they were still in the fortune 5. Now, its just a husk that surprises me they haven't been bought by someone every time I hear about them. Same goes for HPE, tbh.

shasta747

HPE will report next, puts it is

SpotlessCheetah

HP Inc =/= HPE

modder9

Good thing they separate HPE cause that’s a better choice.

rogueowl0

Loaded calls on HPE. Going to be either rich or broke

photocopy_ypoc

# Collaborators Albemarle AMD Amazon Web Services Anthropic Applied Materials Atomic Canyon AVEVA Cerebras Chemspeed Cisco Collins Aerospace ComEd Cornelis Networks Critical Materials Recycling Dell Technologies Emerald Cloud Lab EPRI Esri FutureHouse GE Aerospace Google HPE Hugging Face IBM ISO New England Kitware LILA Micron Microsoft MP Materials New York Creates Niron Magnetics Nokia NVIDIA Nusano OLI Systems OpenAI for Government Phoenix Tailings PMT Critical Metals Qubit Quantinuum RadiaSoft Ramaco RTX Sambanova Scale AI Semiconductor Industry Association Siemens Synopsys TdVib Tennessee Valley Authority xLight