HPE

Street-Corporation

Dude you want the server play? Go with Dell or HPE.

Next_Sugar3339

My HPE absolutely wrecking me today. Why did I buy a call yesterday ?

RightCut4940

HPE better

IntrepidToday0

Why the fuck would they pullback? Like, what is your thesis for that? DELL and HPE just smashed expectations and raised forward guidance a ton. IBM just came out and said companies are spending most their money on hardware, rather than software. If anything, their products will be in even more demand in 2027. AI capex is expected to increase in 2027 and even MORE in 2028.

cbusoh66

No they don't because they haven't announced completion of ATM's. I would be careful this quarter because EPS estimates have not been updated but the company may have sold like 40 million additional shares, could be as high as 120 million new shares, so they may beat on revenue and miss on earnings and algos will immediately sell it. It will take time for analysts' estimates to adjust. SMCI is trying to win new orders by undercutting everyone, their margins will always be razor-thin compared to Dell, Dell and HPE offer bundled services, and then if there's a hint of slowdown in CapEx by the Mag7, then it's Armageddon for the whole sector. There's always that next shoe to drop because once you get wrapped up in Federal investigations, other shit pops up. On paper, it may worth a small lotto pick, those puts seem safe enough, probably not going to get assigned unless it does crater post earnings but there will be a floor as AMD starts shipping their MI450s this quarter or next.

CaptainApeCommander

What’s are people thoughts on HPE

DoubleFamous5751

Not like this HPE, not like this

Scouty519

The memory angle is honestly the most underrated part of this whole thread. DRAM and NAND spot prices have been spiking most of this year on AI datacenter demand, and if Micron is saying that persists through 2027, that is not a one quarter blip for any hardware buyer. Where I would push back a little is the framing that this hits IBM's software specifically. If it is really memory and component costs eating IT budgets across the board, you would expect to see the same margin compression show up at Dell and HPE, not just a demand air pocket at IBM. Worth checking their next prints for the same signal.

Wapmen

Guys, do you have any tickers in mind that go up with a regard strength after every pullback? For "buy the dip" and "sell the rip" strategy. SNDK was quite good, but it lost most of the momentum because of SKHY. SKHY is too unpredictable now, I'm not touching it for a while. AMD seems to be the strongest one out of all semis and AI tech. With DELL and HPE maybe? ALAB, MRVL, BE, GLW had been very quiet recently.

Zipski577

What about DELL, HPE, and CSCO that all went up like 20-40% after reporting strong earnings, which was more than they like 10 year returns prior to the reports

MtGloomy0420

It uses GPU memory specifically. Your “average” CIO even isn’t going to have HPE memory or an $NVDA AI GPU! They just aren’t hosting those kinds of workloads. That’s for the extreme hobbyist with very deep pockets.

Feisty-Kale9334

Enterprises have limited budgets and a good chunk of those IT budgets is moving into hardware to ensure that companies can build out their local model systems, which is what a lot of companies are doing. That's why the memory makers, as well as the companies shipping most of the hardware to enterprises (Dell and HPE) did well today, as IBM sunk. You may see a bounce in IBM in the short term, but I suspect the trend will probably continue downward until the hardware expenditures narrative changes.

Fun_Preference_2837

Infrastructure purchases now require a much longer delivery timeframe due to increased memory & storage costs. It’s essentially allocation (like Covid) for large projects so you book those now, shift $ back to opex later this year. No different than HPI, HPE, Dell or any other infrastructure company.

weHaveThoughts

I’ll save you the trouble from not breaking any so called NDAs with a Gemini search. The entire concept is still in dreamland. Several major tech giants and specialized aerospace startups are actively planning and deploying **orbital data centers** to solve the immense power and cooling constraints facing AI infrastructure on Earth. \[[1](https://www.bloomberg.com/features/2026-space-data-centers/), [2](https://qz.com/orbital-data-centers-ai-space-tech)\] Driven by the need for continuous solar energy and the zero-land footprint of outer space, the following companies are leading the charge: \[[1](https://www.facebook.com/vaibhavsisintyofficial/videos/spacex-is-building-data-centres-in-space-up-to-one-million-of-themai-is-not-slow/2505902176486272/), [2](https://qz.com/orbital-data-centers-ai-space-tech), [3](https://www.youtube.com/shorts/dgpBzGDEexI), [4](https://www.geekwire.com/2025/starcloud-power-training-ai-space/)\] **Aerospace Giants & Major Tech Platforms** **SpaceX**: Recasting much of its long-term corporate strategy around space-based AI infrastructure, the company has submitted applications to the FCC to deploy a massive network of up to **one million solar-powered data center satellites**. Its initial design, named **AI1**, is a 20-meter-tall spacecraft with a 70-meter solar wingspan engineered with onboard liquid radiators and laser communications. \[[1](https://www.businessinsider.com/elon-musk-ai-data-centers-spacex-will-send-into-space-2026-6), [2](https://www.instagram.com/reel/DZnPBcikjgN/?hl=en), [3](https://www.wsj.com/tech/ai/data-centers-in-space-a-pipe-dream-or-ais-next-big-thing-c13bb184), [4](https://www.sciencedaily.com/releases/2026/06/260618041501.htm)\] **Google**: Pursuing orbital computing through an initiative called **Project Suncatcher**. Google plans to deploy an initial 81-satellite cluster to run AI workloads in orbit, bypassing terrestrial power-permitting bottlenecks. \[[1](https://www.npr.org/2026/04/03/nx-s1-5718416/ai-data-centers-in-space-spacex-elon-musk), [2](https://enkiai.com/data-center/top-space-ai-data-centers-12-key-players-in-2025/), [3](https://qz.com/orbital-data-centers-ai-space-tech)\] **Blue Origin**: Led by Jeff Bezos, the aerospace company has filed regulatory requests for **51,600 data center satellites** under **Project Sunrise**, aiming to scale up gigawatt-class infrastructure in orbit. \[[1](https://enkiai.com/data-center/top-space-ai-data-centers-12-key-players-in-2025/), [2](https://www.instagram.com/reel/DZnPBcikjgN/?hl=en)\] **Planet Labs**: Partnering directly with Google on Project Suncatcher, the satellite-imaging firm plans to launch its first two **AI-driven prototype test spacecraft** to validate in-orbit data processing. \[[1](https://www.npr.org/2026/04/03/nx-s1-5718416/ai-data-centers-in-space-spacex-elon-musk), [2](https://enkiai.com/data-center/top-space-ai-data-centers-12-key-players-in-2025/)\] **Specialized Startups & Infrastructure Providers** **Orbital**: A fast-rising startup that emerged with plans to deploy up to **100,000 low-Earth-orbit data center satellites**. The company has petitioned the FCC to bring 10 gigawatts of space-based computing power to market to fulfill AI processing needs. \[[1](https://spacenews.com/orbital-files-plans-for-100000-orbital-data-centers/)\] **Starcloud**: Positioned at the forefront of the commercial demonstration phase, Starcloud launched a spacecraft equipped with an **NVIDIA H100 GPU** and successfully trained an AI model in orbit. The company plans to deploy its scaled-up "Starcloud-2" architecture. \[[1](https://www.npr.org/2026/04/03/nx-s1-5718416/ai-data-centers-in-space-spacex-elon-musk), [2](https://enkiai.com/data-center/top-space-ai-data-centers-12-key-players-in-2025/), [3](https://www.racksolutions.com/news/data-centers-news/are-data-centers-headed-to-space/?srsltid=AfmBOorOjblCvYSGY9OWGghMbd4p6hrGH8-qsUgbwdBk4j6j3fG0M3Xh)\] **Cowboy Space Corporation** *(formerly Aetherflux)*: Developing the **"Galactic Brain" project**, which integrates space-based solar power nodes with orbital data centers, targeting initial orbital deployments. \[[1](https://enkiai.com/data-center/top-space-ai-data-centers-12-key-players-in-2025/), [2](https://spacenews.com/planet-bets-on-orbital-data-centers-in-partnership-with-google/)\] **Lonestar Data Holdings**: Focusing on data security and backup, Lonestar has signed a $120 million contract to build **data-storage satellites** operating from the Earth-moon Lagrange point (L1). \[[1](https://www.cnn.com/science/data-centers-in-space-spc)\] **Axiom Space**: Exploring the development of commercial **orbital data center nodes** meant to integrate directly with future private space stations. \[[1](https://enkiai.com/data-center/top-space-ai-data-centers-12-key-players-in-2025/)\] **OrbitsEdge**: Working on architecture to deploy hardened edge-computing racks into orbit, relying on hardware partnerships with legacy firms like Hewlett Packard Enterprise (HPE). \[[1](https://introl.com/blog/orbital-data-centers-space-computing-race-2026), [2](https://finance.yahoo.com/news/orbit-data-centers-market-report-100600284.html), [3](https://www.facebook.com/yourstorycom/posts/indias-space-tech-stack-is-moving-beyond-launches-into-compute-infrastructure-ag/1374802314681739/), [4](https://orbitsedge.com/in-the-news)\] **Critical Hardware Enablers** While not launching their own constellations, chip manufacturers like **NVIDIA** (which recently hired specialized orbital data-center architects) and **AMD** are actively designing the radiation-tolerant, high-efficiency GPUs required to power these extraterrestrial server racks. \[[1](https://enkiai.com/data-center/top-space-ai-data-centers-12-key-players-in-2025/), [2](https://www.wsj.com/tech/ai/data-centers-in-space-a-pipe-dream-or-ais-next-big-thing-c13bb184)\] If you would like to explore this further, I can provide more details on **how these satellites handle cooling in a vacuum**, outline the **projected timelines for commercial launch**, or break down the **bandwidth and latency limits** of processing data in space.

LongBoiiTatum

You do realize they just increase the price right? They'll even cancel orders and provide you a new quote if prices go up on a pending order. Not saying Dell is a good buy, HPE is more attractive IMO.

Next_Sugar3339

HPE sneaky

Next_Sugar3339

HPE, DELL, SMCI and chill

throwaway9gk0k4k569

[I've made $72K since my last comment on HPE and that shit is still going up.(https://old.reddit.com/r/wallstreetbets/comments/1urltju/daily_discussion_thread_for_july_9_2026/owjctyo/) Oops, someone just took profit while I was typing this out. I'm not sure it's done yet though.

throwaway9gk0k4k569

Look at that chart on HPE. Someone hit the BUY button at 1PM and that chart isn't a chart, it's a fucking line. Everyone thinks HP is just servers, but they have something most people don't even think about: Networking. HP is huge in networking. They bought Aruba and Juniper. And they didn't even fuck it up; they kept the engineering teams together and supported the business instead of cutting and wrecking them. Aruba isn't helpful for the AI buildout because they do more corporate and mid-size business stuff, but Juniper is huge.

rpez89

I’m not sure the sell off had anything to do with the war / non war, imo it was profit taking after the fake news Meta excess compute headline and interest rate jitters going into the Fed minutes being released. Nothing negative came out of the Fed and since the Meta headline (literally just one week)…. TeraWulf - Anthropic 20 year lease SoftBank, AirTrunk, IREN and Meta all announcing global data centre build outs Anthropic 1.4GW Australia compute tender offer Apple buying $30BN of chips from Broadcom Samsung posting 19x YoY revenue growth HPE confirming $6BN backlog from AI related demand …one week…. Anyone telling you that the AI infrastructure build out is dying or we are in a bubble is full of BS this is a supercycle with 3 years left to run minimum. The market needed a reset but we are in full bull mode. The only thing that will kill it is if they raise rates, which Trump won’t sanction war or no war! 👊

Etroarl55

My first 1000%+ return on options for HPE calls on 130 lol. You can definitely gamble on 0dte or ai plays still for a comeback.

Intelligent-Bell7452

I put 10k on weekly options on Dell. which was about half of my portfolio. dells earnings went wild and it was up 30% which took my up to a port of about 70k. Then I played HPE and AVGO earnings and made the rest. After that I yolo'd into rklb and echostar thinking spacex ipo would shoot them to the moon. trump attacked Iran and i lost 60k that day. After that i got riskier and riskier. the hardest loss for me mentally was 20k loss on trying to scalp 0dte spx options. I have seen so many people say the same thing here, the second you get confident enough in what you're doing and feel like doubling down, it is time to sit back and relax for a minute.

Intelligent-Bell7452

I put 10k on weekly options on Dell. which was about half of my portfolio. dells earnings went wild and it was up 30% which took my up to a port of about 70k. Then I played HPE and AVGO earnings and made the rest. After that I yolo'd into rklb and echostar thinking spacex ipo would shoot them to the moon. trump attacked Iran and i lost 60k that day. After that i got riskier and riskier. the hardest loss for me mentally was 20k loss on trying to scalp 0dte spx options. I have seen so many people say the same thing here, the second you get confident enough in what you're doing and feel like doubling down, it is time to sit back and relax for a minute.

Intelligent-Bell7452

I put 10k on weekly options on Dell. which was about half of my portfolio. dells earnings went wild and it was up 30% which took my up to a port of about 70k. Then I played HPE and AVGO earnings and made the rest. After that I yolo'd into rklb and echostar thinking spacex ipo would shoot them to the moon. trump attacked Iran and i lost 60k that day. After that i got riskier and riskier. the hardest loss for me mentally was 20k loss on trying to scalp 0dte spx options. I have seen so many people say the same thing here, the second you get confident enough in what you're doing and feel like doubling down, it is time to sit back and relax for a minute.

Intelligent-Bell7452

I put 10k on weekly options on Dell. which was about half of my portfolio. dells earnings went wild and it was up 30% which took my up to a port of about 70k. Then I played HPE and AVGO earnings and made the rest. After that I yolo'd into rklb and echostar thinking spacex ipo would shoot them to the moon. trump attacked Iran and i lost 60k that day. After that i got riskier and riskier. the hardest loss for me mentally was 20k loss on trying to scalp 0dte spx options. I have seen so many people say the same thing here, the second you get confident enough in what you're doing and feel like doubling down, it is time to sit back and relax for a minute.

Typical-Layer-1253

AI stocks are big green. CRWV NBIS NVDA AVGO DELL HPE SNDK

RightCut4940

HPE is better.

Logical-Idea-1708

They’re the server racks inside the data center, same as Supermicro and HPE. Personally, I think HPE is the better pick here.

JordieTiana

HPE is down the drain now

Substantial_Limit213

Fuck bought some $PENG calls, $70 Strike 7/17, earnings today. Same boat as DOCN and HPE which both flew after hours during their earnings. Expecting a beat and raise

ElkQuiet1541

HPE is up... guess is more undervalued

Top_Many_4085

HPE correction is over, time to get back in

RightCut4940

HPE and Dell pumping hard

progmakerlt

1. Hope 2. Sadness 3. HPE

RougarouGumbo

what about my HPE bags??????????

Aranthos-Faroth

After enjoying NBIS from 60>222 and Rddt from 80>180 I’m now heavily on HPE, VOYG, AMBA, CDNS.

AdDesperate4673

HPE and MU - sold off SNDK

LongBoiiTatum

MSFT HPE (bullish on Juniper) Amazon S&P is technically my 2nd.

ElkQuiet1541

is HPE a buy now? almost lost all it's earnings gains

azkxv

More orders for dell and HPE if anything tangible surfaces, or maybe even if there’s nothing but Trump pulls a classic nepo manoeuvre

ElkQuiet1541

Is HPE a buy here? almost same level pre-earnings

ChoccyMilkIsMyLife

Need HPE together back to $50

RightCut4940

Exactly. Calls on enterprise self-hosting AI companies like Dell and HPE.

lalalanddallas

HPE is probably the storngest out of the 4. I sold Nasa.

browhatisit

Anyone know why HPE is down so much? It is below the pre earning levels

Next_Sugar3339

Maybe HPE can go back up?

Usual-Quail-90

Smci. Dell and HPE are no longer able to provide servers for datacenters. Smci picks up that void. I feel its the same play as AMD and INTC with NVDA.

meliboup

NASA, Intuit, HPE, Netflix.. the list goes on. I still have some hope on HPE though.

Broke4Life

Fair, but that’s exactly why I’m talking about semis/shovel sellers, not necessarily every AI end user. AI monetization can be uncertain while AI infrastructure demand is very real. NVDA, AVGO, MU, TSM, DELL, HPE, etc. are getting paid because the buildout is happening. The hyperscalers are treating compute capacity like strategic infrastructure, not a normal ROI project with a 12-month payback. End-user margins may be the debate. But the hardware stack is still where the money is currently flowing.

Broke4Life

So the billions in Ai server backlogs held by Dell/AVGO/HPE and the obvious RAM and storage demand is only data center? I mean the vendors are selling these servers, storage, ram, Ai chips to complete the hardware stack. So, if data centers are driving demand then the semi's should follow along.

Brawmethius

> So, Ai demand has been validated by earnings from MU, AVGO, DELL, HPE recently, probably missed a few. Thats data center demand, AI demand has not been verified and current financials have not shown successful monetization. What they have also shown is that the cost to build the compute the end users claim is needed for "AI to really work" is up, which inherently means ROI is down or in general harder to achieve. For an investor will nice for the shovel sellers which has been reflected in their stock rise, it has added risk to the datacenter operators and end users.

DigitalArbitrage

They should add there hardware server companies like Dell and HPE. I suspect that over time the open source AI models will run locally and the regular PC companies, HP Inc., Lenovo, Dell, etc. will end up being the actual winners (alongside Nvidia).

Embarrassed-Sky6890

HPE has way more room to run than dell

Embarrassed-Sky6890

Look at HPE still up after this huge dump definitely a multi bagger

JordieTiana

HPE stock moves like an absolute stinker

Bilbo_Butthole

Why isn’t HPE on here

VenomBite214

SMCI P/E 19.35, forward pe 9.7 DELL P/E 33.37, forward pe 22.1 HPE P/E 45.20, forward pe 14.5 If smci gets to dell pe: Trailing pe = $61.29 Forward pe = $80.97 If smci gets to HPE PE: Trailing pe = $83.01 Forward pe = $53.12

VenomBite214

SMCI P/E 19.35, forward pe 9.7 DELL P/E 33.37, forward pe 22.1 HPE P/E 45.20, forward pe 14.5

landob

80% SWPPX 10% SCHD 10% my own personal stock picks - SOFI, HPE

meliboup

Need HPE and NASA to go up

wrongrobertpatrick

HPE

Minute_Mood9798

Come on HPE

RuinousGaze

SVAQ DA with EigenQ [https://www.prnewswire.com/news-releases/eigenq-and-silicon-valley-acquisition-corp-announce-definitive-business-combination-agreement-to-create-a-publicly-traded-quantum-technology-company-302802896.html](https://www.prnewswire.com/news-releases/eigenq-and-silicon-valley-acquisition-corp-announce-definitive-business-combination-agreement-to-create-a-publicly-traded-quantum-technology-company-302802896.html) EigenQ's mission to develop and commercialize quantum technologies across security, artificial intelligence, communications, sensing, and computing ***Transaction Highlights*** * Transaction values EigenQ at a pro forma enterprise value of approximately$3 billion; * Transaction supported by approximately$215 millionheld in SVAQ's trust account, prior to shareholder redemptions and transaction expenses; * EigenQ is aQuantum Technology Companydeveloping and commercializing foundational technologies across Quantum Security, Quantum AI,Quantum Communications, Quantum Sensing, and Quantum Computing; * Driven by government mandate and market demand, EigenQ has developed readily deployable NIST-compliant solutions; * Technology adopted and commercialized by strategic alliances and channel partners, including HPE, AMD, WNC, and TD SYNNEX to support platform retrofit and integration, deployment readiness, manufacturing scale, and channel enablement across enterprise and public-sector environments.

Ok-Nose29

The money is in the late stage process of trickling off of semis and into what they buy Semiconductor money is now heavy trickling into memory and manufacturing from chip makers Memory and manufacturing money is trickling to the toolmakers and materials The money waterfalls next stop is data centers and servers Dell - HPE - NBIS - Coreweave - Blackrock - APO - Bitcoin miners The last stop if software and adobe who get use out of it

Rajiiin

Any of you retard playing HPE today

Rajiiin

!banbet HPE 60$ 2d

Loan-Pickle

Does HPE manufacture their own equipment or do they contract it all out?

Top-Meaning2626

Is SPCX buying HPE?

Top-Meaning2626

What company is buying out HPE?

Top-Meaning2626

Who is buying HPE?

JordieTiana

HPE too

Ok-Nose29

Today was bullish AF with all the gains being well digested right on the all time hig For this next leg up I'm going smaller market cap satellites ALAB-TTMI-AMKR-HPE Core positions in AVGO as it climbs back and MRVL as it has its Micron moment later this year

Rajiiin

HPE gonna pop this week .. ser up a reminder and thank me later

kanyedidnothingwr0ng

HPE looking a bit juicy

DressedInPolo

Ok Casino I have gambled with yall, won and refuse to gambles any longer. With that, please go buy my covered calls on AVGO, GFS, AAOI, HPE, SIMO, MXL, GLW, SMTC 😄

RightCut4940

Got a $400 bonus today and I just wanna fortify one of my positions. Do I put it all into HPE, MU or RKLB

spilledonwhite

NOK and HPE get out of bed, you're going to be late

taffy_laffy

if you're not buying old tech stocks such as HPE, IBM etc - you're literally begging the gods to keep you poor.

iwaseatenbyagrue

HPE actually just came down from its highs when I bought. I got it just before this most recent bump. I just feel MSFT is going to stagnate for a while, and I am taking a chance. This is maybe 2% of my portfolio. But like I said, if I am wrong, my loss is your gain!

Trade_Stock_Apps

Mine has been HPE. You said assuming no assignment. But I'm fine with it being assigned because HPE keeps going up. I just sell it the next week with a strike price higher than what it was assigned to me.

Vegetable-Lemon6669

Can HPE pull a INTC

iwaseatenbyagrue

I recently dumped it, which is good for all you guys, as it is surely going up now. I traded it out for HPE.

Space_Miner6

HPE finally pumping again hopefully it can save my zombie calls

bilingualbunny

HPE better

Mammoth_Bank_7886

Should have bought puts or shorts certificates on ORCL and ADBE. It was obvious most companies would disappoint after the AVGO meltdown. Easy x4 in a matter of days, just like for DELL and HPE. Alas, my bags are heavy.

cgonz15

ADBE flat, nobody wins on earnings anymore, DELL and HPE were the last real earnings play for a while it seems

spilledonwhite

Can someone tell me why POET and HPE are moving inverse both directions to QQQ this week...

loveactuary21

I have never seen a more obvious buy than HPE right now

PooPooPointBoiz

Dude, this shit is almost comical how perfectly timed it is. I literally have tried buying puts at previous ATH's, and it just blows through them, and keeps marching up another 10-20%. SPY, HPE, AMZN, GOOGL, NVDA, I see it hit an ATH and think there's no way this'll keep going, so I get puts and it fucking rockets another 10%.

spilledonwhite

If you can even find my HPE @ 59.00 on a chart let me know 🤦‍♂️ DRAM at least trying to put up a fight on green days.

GoldenPresidio

People saw what happened to HPE and Dell- and thought SMCI is next

chauhan_shubham

Sorry Bulls bought Oracle Calls for Earnings. Didnt buy Dell or HPE or SNOW all went up. Bought AVGO and Oracle and they both fukin plummeted. Wtf is wrong.

Misaka9615

NVDA > MSFT > GOOGL > NBIS > MRVL > ORCL > MU > HPE > Everything Else if you are just looking at tech.

loveactuary21

SMCI dragging HPE down ffs.

Livid_Term_1767

I got burnt in all other pre-earnings investments other than HPE…

SuffiecientSapian

Sick me too on IBM, MSFT, HPE and Palo Alto all down 30-40% lol

Hypebeastcorner

Loaded on $HPE

Hypebeastcorner

$HPE, market cap is 66B, only up 262% all time. What am I missing here?

taffy_laffy

from the HPE call > questioned whether supply or demand is the bigger constraint for future growth. **Neri stated that supply availability, not demand, is the main gating factor and that improvements in supply could offer upside to revenue.** > asked about the durability of enterprise demand amid **price inflation and concerns of a future demand cliff**. CEO Antonio Neri **responded that customer urgency to adopt AI and modernize technology remains strong, with no evidence of order pull-ins or cancellations.** Every company is bulldozing forward - and supply is the limiting factor weighing down even higher record earnings - while this is HPE, this story is the same for nearly every other AI hardware stock. 2027 is shaping up to be the most insane bull run the market has ever seen. Also HPE is only up a dollar from their blockbuster earnings - possibly the easiest leap play around.

trust_it_bb

PL - bought back RKLB - bought back MRVL - doubled position IBM/HPE - ready to buy more leaps NVDA - ready to add 1dte Bull thesis is back, moonshot is on track.