HPE

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

DoubleFamous5751

I want more RIVN and HPE

Affectionate-Idea690

While the benefits will be widespread, companies like Nvidia, Oracle, Dell, AMD, and Hewlett Packard Enterprise (HPE) have been specifically mentioned as expected to play a role... * **Nvidia**: Nvidia has already announced partnerships with the Department of Energy to expand AI and quantum computing research, which includes developing new supercomputers with its AI chips at federal research facilities. This makes it a primary beneficiary as demand for its specialized AI hardware is a key component of the mission. * **Oracle**: Mentioned as one of the companies expected to play a role in the Genesis Mission. Oracle provides cloud and data solutions that can help manage the vast federal datasets the mission plans to utilize. * **Dell**: Expected to play a role in providing hardware and infrastructure. * **AMD**: Expected to be involved, likely through providing high-performance computing components and processors. * **Hewlett Packard Enterprise (HPE)**: Expected to contribute with its expertise in enterprise computing, servers, and high-performance computing solutions. Federal Contracts: The companies will likely secure significant government contracts to supply the necessary hardware (chips, servers, supercomputers), software, and cloud services for the AI experimentation platform.

Xelonima

>Partnerships with private-sector companies, including [Nvidia Corp.](https://www.bloomberg.com/quote/NVDA:US), [Dell Technologies Inc.](https://www.bloomberg.com/quote/DELL:US), [HPE](https://www.bloomberg.com/quote/HPE:US) and [Advanced Micro Devices Inc.](https://www.bloomberg.com/quote/AMD:US), will boost supercomputing resources at the labs, according to a senior administration official, who spoke on condition of anonymity to provide details on the order. The official cited recent announcements from those companies as a model for potential new ones. Yet NVDA drops >Kratsios on Monday called it the “largest marshaling of federal scientific resources since the Apollo program” — the US mission to send humans to the moon and bring them back to Earth safely. All this and NVDA down? WTF? [https://www.bloomberg.com/news/articles/2025-11-24/trump-signs-genesis-mission-order-to-boost-innovation-with-ai?srnd=homepage-middle-east](https://www.bloomberg.com/news/articles/2025-11-24/trump-signs-genesis-mission-order-to-boost-innovation-with-ai?srnd=homepage-middle-east)

Spittin_Facts_

POV: some fund manager at Morgan Stanly bought Dell, HPE puts and needs them to go down now

modder9

HPE/ DELL are drilling and you still think AI compute is expanding???

modder9

Do you define end-to-end networking as DAC NICs? Cause I don’t see mention of CSCO/HPE (since they bought Juniper this year).

hawk7198

Puts would be smart because nobody understands the news that even made this jump. Starlink did not make a deal with CMBM, CMBM made their cloud management software compatible with starlink. This news is basically worthless, nobody uses a full suite of CMBM gear, their switches and security products suck ass. Nobody is going to buy CMBM products because of this integration, a full cloud management suite is basically worthless if you aren't going to use the full network stack. They are a dying mid tier Wi-Fi company that are going to be killed off by Ruckus, Ubiquiti, and Aruba (HPE).

superKWB

SMCI. Dell is too big and spread out. HPE is still dog $hit. All those ai silicone chips reside there…

spellbadgrammargood

besides Nokia, all these nvidia deals didn't pump any other stock prices, like cisco, LLY, SMCI, HPE

Mrsparkles7100

Quick copy and paste about Nokias CEO Justin was appointed as Nokia’s President and CEO on April 1, 2025. Prior to Nokia, he was at Intel as Executive Vice President and General Manager, Data Center & AI Group. In this role, he was responsible for a significant expansion of Intel’s data center and AI business. Between 2015 and 2024, Justin worked for Hewlett Packard Enterprise (HPE), rising through several leadership roles and serving as a member of the executive committee. His last role was Executive Vice President and General Manager, High-Performance Computing, AI & Labs. In this role, he delivered the world’s first exascale supercomputer for the US Department of Energy, and he positioned the company to be at the forefront of AI, quantum computing and sustainability research.

CartographerFew6140

From https://www.reddit.com/r/Nok/s/SHV5vQFGNo: Yes, absolutely his 9 years prior at both HPE and HP Labs leading their business unit and AI research initiatives is far more important to Nokia than the past year at Intel that is bleeding out talent through layoffs and strategic exits like this one. That move looked like his professional moonshot that is becoming apparent to be beyond anyone’s reach. This hire is more like gaining prime talent from a rebuilding franchise that has no shot at the title. He also worked at some point in his career at Motorola Mobility, so no stranger to telecom. Nokia may not have landed the biggest fish, but he’s looking like a great get, and the right person for what they need operationally right now to facilitate and accelerate toward data center and AI business. No way this can be turned into a knock on Pekka Lundmark. The opposite in fact. He’s smart enough a leader to step out of the way for the deep focused and specific talent needed to run something this complex and technical after he builds it. He’s showing to be an excellent strategist and bankable to the market from his moves the past few years.

GoodTweetman

HPE up 4% since I pointed out how stupid its drop was. See? You need to listen to me.

GoodTweetman

HPE dropped way too much for its announcement on long term estimates

Old-Commission2782

HPE drop. Might grab a few calls for a rebound tomorrow.

Bilbo_Butthole

They killed my HPE

nibaneze

Please Nvidia buy a 5% stake on HPE so finally my calls do something 

Covered_claw

Any thoughts on rotation into DELL, HPE or SMCI to catch some of those AMD headwinds? OpenAI isn't just going to buy a fucking box of chips... someone needs to install them.

TylerDurdenEsq

Dell and HPE have the AI upside with still great PEs

Lunarisation

NVIDIA will never collapse in the next 3 years, they have a monopoly over AI chips and can charge whatever price they want. The ones who will collapse are downstream (HPE/ Dell/ Lenovo/Supermicro) who will be forced to sell their Servers containing NVIDIA chips at negative margins to stay relevant.

Crazy_Donkies

HPE and Dell are both valid. I'm going with Dell based on some rumors of their increasing focus on AI servers (dev and sales) away from consumer.

hawk7198

I second HPE, a P/E of 10 seems very low for a company that sells IT infrastructure hardware in a datacenter boom, and their acquisition of Juniper in combination with Aruba makes them one of the few companies that could compete with Cisco in datacenter, service provider, and campus/wireless networks. Arista is the other big competitor for datacenter networking but at a P/E of 50 I think that growth is more than priced in.

HEAVY_HITTTER

I think cisco will likely get the business for providing routers as the underlying fabric due to their partnership with nvidia. But HPE isn't a bad bet, they just acquired Juniper and their stock would explode with partnership like this.

dasmoothride

They forgot to put HPE in the Networking section

hawk7198

HPE I think over time that Aruba and Arista will take over Cisco in the networking space and Acquiring/integrating Juniper will cement HPEs networking business even further. As far being a customer I just genuinely like Aruba products. I think the CLI is a better version of Cisco's CLI, I love having a device that just works as intended without every feature being locked behind it's own license. I think Aruba Central is a simple yet effective product for a good price. I hear that clearpass is a better alternative to Cisco ISE but haven't had a chance to use it. Once people get tired of Ciscos lousy support and egregious licensing model they will find Aruba is a better alternative for campus/SOHO networks and either Arista or whatever Juniper ends up as will be a better alternative for the datacenter/carrier space.

GongTzu

Lmao. You are definitely killing it, well done. And here I am recommending ORCL to my friend back in may who bought 1500 shares as I said it would probably be a very good AI play, as I thought renting out GPU power would be a good idea, meanwhile I invested in HPE which hardly haven’t moved at all 💩

liam30604

I invested in CLS a couple of years ago in my small portfolio and it has blown up since then. I'm now sitting at about 55% of my portfolio in just CLS, with some of the remaining being in MMM, RKLB, LQDA and HPE all doubling their return or more. I'd like to make some moves and add some other stocks to my portfolio by selling off about half of my CLS shares and getting around $4,000 from that. What would be some good, safe stocks that I could add with that return? Or should I just get more shares of what I currently have?

Calm-Watch-1158

HPE calls are cheap and the stock is a strong buy. YOLO

Calm-Watch-1158

HPE demonstrates exceptional execution in AI infrastructure with $11.5 billion cumulative orders and record $3.7 billion backlog providing strong revenue visibility. The successful Juniper integration transforms HPE into a networking leader with the combined segment contributing nearly 50% of operating profit and $600 million in expected synergies over three years.

meifx

I like that HP has tens of thousands of enterprise customers. In addition to AI servers offering real volume and dollar growth, the traditional CPU based server business is holding and even growing slightly. The Juniper integration allows them to go to market with storage, server and networking. 10x earnings too. If they can leverage their strengths and crank out quarters, the stock can re-rate too. I am long HPE and HPE calls.

Old-Commission2782

I’m keeping my $19/$21 puts expiring next month. I definitely didn’t see ATH in the cards for HPE. Congrats.

IdeanomicsInsider

HPE at open, ur welcome

MattSmith5416

HPE earnings yolo coming in clutch

sl3azebag

HPE to 25 tomorrow tbh

friedrichvonschiller

HPE now up

Ready2gambleboomer

*The good news is I didn't buy HPE calls. The bad news is bought CRM calls instead. Fuck.* *Mofo still falling.*

Old-Commission2782

HPE coming back up. Meh.

fast412

HPE beats EPS, beats revenue, raises guidance... stock drops... make it make sense. I hate this market so much.

sl3azebag

HPE calls

WhatsNewPu55ycat314

HPE ... calls vol almost 2.5:1 over puts... is there that much hope on the AI networking suite?

Appropriate-Total-29

HPE puts cuz the product is trash

Able_Explanation_660

Dammit I mention to mention that HPE.

cbusoh66

New SMCI is picking up old SMCI's shoes. They're the true pure AI infrastructure play and they are ahead of everyone, from my understanding, in liquid cooling.Their revenues are expected to jump from $22 billion in FY 25 to $32 billion in FY26 to $40 billion in FY27. DELL AI business continues to perform exceptionally well: >“We’ve now shipped $10 billion of AI solutions in the first half of FY26, surpassing all shipments in FY25. This helped deliver another record revenue quarter in our Servers and Networking business, which grew 69%,” said Jeff Clarke, vice chairman and chief operating officer, Dell Technologies. “Demand for our AI solutions continues to be exceptional, and we’re raising our AI server shipment guidance for FY26 to $20 billion dollars.” So DELL's AI business is roughly the same of SMCI's, of course they sell servers, storage, networking, PCs and all sorts of things but those businesses are stagnant or dropping. People keep sleeping on HPE, especially after their Juniper acquisition was approved, they will likely outperform both a year from now.

cbusoh66

I did get out of my NVDA long positions a couple of weeks ago but forgot I got HPE, SMCI, and DELL....FUCKKKKKK

brostrummer

Anyone gonna play HPE?

DoubleFamous5751

Ah, interesting, well, HPE looking good

cbusoh66

HPE and HPQ, two distinct companies and stocks, spun off from the old HP.