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.

cbusoh66

You're thinking of the wrong HPE

cbusoh66

HPE is what SMCI was hoping to be.

DoubleFamous5751

I said the market was sleeping on HPE, and they get an upgrade today. Weird. The next question is, will regards sleep on Schwab too?

Alex8525

HPE

triwyn

Cisco is falling behind in every category in respect to their product. Meraki cloud is as appealing a boiled dolphin dick. When you have companies like Juniper and their Mist ai stuff. And I know it’s not a true competitor (yet) ubiquity coming in hot. I won’t even mention Pablo Alto to keep the fan bois and bots away. And yeah I know Aruba and HPE blow but they acquired juniper and I think they may actually not run this one into the ground. Cisco is just relying on tradition at this point instead of innovation like they used to yet still continuing to charge that Cisco premium.

DoubleFamous5751

More HPE, TEM and AES. LUMN is a buy but don’t chase it

Sourned

HPE $23 call up %133 percent for me

DoubleFamous5751

HPE, BULL, TEM pick your poison

Bilbo_Butthole

DELL, AMD, RDDT, HPE…bought so many bangers

billocity

Can someone ELI5 what SM does to make their servers more “AI” than other brands like Dell and HPE? Cant they all slap some GPUs in the box and call it “AI servers”? Is it marketing or a legit advantage?

cbusoh66

Look at what happened with HPE, this administration is not about punishing a global American corporation no matter what, plus all indications point to the judge taking a very soft stance. GOOG is about to pop 15-20% in my opinion based on the rulings. [Google judge mulls softer remedies in US search antitrust case](https://www.reuters.com/sustainability/boards-policy-regulation/google-doj-make-final-push-us-search-antitrust-case-2025-05-30/)

luvnlife7

Dell's doing $15B in revenues this year. 14.2B in backlogged orders. HPE is also backlogged. Their net profit margins are better than both.

omgpuppiesarecute

Let's also not forget that AMD has nothing that can practically perform or compare to Cuda. OpenCI is more or less stagnant. 100% agreed on the lack of support in the server market. Looking at high performance/density compute options almost everyone has NVidia options, very little with AMD GPUs. Not to mention historically AMD has ignored Linux (they have improved here, but it's too little too late). For example an HPE Synergy SY480 has multiple Nvidia GPU options, nothing for AMD. Also let's not forget AMD historically ignored Linux which powers MOST servers powering AI applications. AMD has worked to improve that, but the consequences of that are drawn out in the options made available by OEMs.

omgpuppiesarecute

Here's my thoughts - what has made Nvidia more successful than AMD is several big gaps. None are insurmountable but they're things NVidia has spent years cultivating while AMD has more or less ignored them: 1. NVidia has a whole ecosystem built around alternative uses for GPUs. CUDA has massive uptake, and is embedded in a ton of other applications. It makes it easy to utilize GPUs for other purposes besides graphics. AMD has no real alternative besides OpenCI which is poorly supported. 1. AMD has historically had poor support in the \*nix world, going back more than a decade. Whereas NVidia has put a ton of effort into support so they can provide for scientific and HPC use cases. Nearly all AI applications run on containers or servers that run linux. That perceived support leads many to ignore AMD for NVidia in the \*nix space. That also means fewer people buying AMD cards for the *nix space so there's less of an incentive for AMD to pursue that market, even though they have to to compete. 1. There's poor uptake on AMD GPUs in the OEM server market, so for cloud and baremetal providers there's relatively little options present. NVidia on the other hand has heavy penetration with OEM manufacturers. That means their GPUs end up in servers, which then are used to build clouds, which people then use for GPU workloads. Right now I could purchase an ultra high density high performance compute blade system and the only GPU blade options available are NVidia (HPE Synergy, only options for their highest density blades are NVIDIA A10, T4, A2, rtx). AMD needs to surmount all of these if they want to start stealing market share. They're playing catch up, and all of these are going to require a ton of work and investment. Can they do it? Maybe. But it's going to take awhile.

981flacht6

That's not really a monopoly or even "anti-competitive" to the point of breaching anti-trust unless they did things intentionally to lock out the competition in a myriad of ways. The way I see it, as of now, is that they basically built nearly everything from the ground up except the Mellanox acquisition which actually was their biggest chess move. That allowed them to scale up their clusters into large GPU fabrics. That said, InfiniBand is actually not preferred for many reasons and Nvidia will compete in ethernet segments as well, but there's also competition in networking right now from a slew of different manufacturers such Arista, Broadcom, Astera Labs, and an entire consortium comprised of HPE, AMD, Intel and some other key players.

Habstah

I’d rather put my money in a HYSA than keep holding these HPE shares

rblackcloud09

If you want "safe", follow the whales. Most are moving to increase their cash position in anticipation of a pullback, which may be awhile as the corporate tax breaks increase revenues. If you must invest, I'm looking at AI and related applications to push the market higher for awhile, as a disconnect from the economy develops due to increased productivity and efficiency, but resulting layoffs will eventually come back home to roost for all. Value and short ETF's in near/medium term. Currently, I'm looking at quantum-safe cyber-encryption, as companies scramble to protect data. Fortinet, Oracle, HPE, all of which use Arqit tech are my favs. Chinese used quantum computers to hack 9 US telecoms and gov in October of last year. IMHO.

Backacid

HPE is. They just released el capitan at Lawrence Livermore labs. The fastest super computer thus far clocking in at over 2.79 exaflops using amd. However there next project starting mass production by eoy 2025 and they will be using nvda chips.

CheeseWeezel

I have a deep ITM IBIT LEAP (call) I waiting to play out, as well as a shorter dated SPLG put. Those are the only long positions I have. I'm short puts on GME, HPE, SLV, and T expiring over the next few weeks.

SillyAlternative420

I have way too many positions GOOGL HPE DKNG SOUN MUFG WWR

snobodyknows

Regardless of the ADR’s, just posting the # of shares shorted and not as a % of float is extremely misleading. HPE has over 1.3B shares, ie the short interest is barely over 4% as of today

Blotter-fyi

haha my bad. I just saw their charts and liked them better. I have traded VALE back in 2021-2022 so it was a familiar name. Same with HPE. My bad for not clarifying.

Then_Hornet3659

HPE

DrColours

OP says “I particularly like WIT KHC HPE and VALE” not sure why you are all getting upset at asking why he singled out THESE ones.

CatchOwn8268

HPE is interesting. I was a long term shareholder just got out 6 months ago

DrColours

I get that I was wondering why they specifically pointed out VALE HPE WIT and KHC from the list.

DrColours

Why do you like the tickers mentioned above? Any specific reason for HPE VALE etc?

dvdmovie1

" the market doesn't seem to be reacting much." Upgrading something like HPE to hold is not going to generate much excitement. Not saying that to be harsh or something, just sort of an it is what it is.

chronoit

The router/switch market is extremely saturated and their only real strategy is mist AI. Their physical products are good but so is everyone else in the industry and even before this juniper and HPE networking was having a hard time growing. You've got old reliable cisco who has prevailing "no one gets fired buying cisco" mentality plus arista who has probably the highest performing layer 2 switching platform. I expect them to iomprove performance wise but the real question is "is AI management of layer1/2/3 switching significant enough to take market share". I wasn't able to find who is providing the loan (I suspect JPMorgan) but this entire acquisition was financed by term loans "The transaction’s funding will be based on financing commitments for $14 billion in term loans, with repayments planned for the next two years as part of the company’s goal of reducing its leverage to approximately 2x."

Madismas

Here’s a breakdown of the notable companies shown on the Silicon Valley 1991 poster, along with their current status and name updates where relevant: --- ✅ Still Around (active or absorbed into other entities) Oracle – Still active as Oracle Corporation (name unchanged). Intel – Continues today as Intel Corporation, a leading chipmaker. Apple – Now Apple Inc., one of the world’s largest companies. IBM – Still IBM (International Business Machines Corporation). Seagate – Now Seagate Technology, major HDD/SSD supplier. Sun Microsystems – Acquired in 2010; now part of Oracle. Symantec – The core consumer security business was sold in 2019 and rebranded as NortonLifeLock; enterprise security became part of Broadcom. Siemens – Still exists as Siemens AG, a broad industrial/technology conglomerate. Amdahl – Acquired by Fujitsu in 1997 and now fully integrated into Fujitsu’s server division. Motorola Inc. – Split in 2011; the semiconductor unit became Freescale, now part of NXP; mobile phones business became Motorola Mobility, now under Lenovo. Qualtronic, Quantum, Symantec – Quantum still exists as a storage technology company. Qualtronic acquired/absorbed by larger test & measurement/automation firms. Spectra‑Physics – Now part of MKS Instruments. Silicon Graphics – Became SGI, filed for bankruptcy in 2009; acquired and folded into Hewlett Packard Enterprise by 2016. --- ❌ No Longer Around (defunct or rebranded/discontinued) Beta Phase, ACCUson, Videomedia, Xybergraphics, Pulnix, Zilog, Liconix, Penstorck, Sjoberg and other small Silicon Valley industrial or software niche players—most either closed, merged, or were acquired without retaining the original brand. --- Summary Table Company Status Today Oracle Active – Oracle Corporation Intel Active – Intel Corporation Apple Active – Apple Inc. IBM Active – IBM Seagate Active – Seagate Technology Sun Microsystems Acquired by Oracle (2010) Symantec Split: NortonLifeLock (consumer), Broadcom (enterprise) Siemens Active – Siemens AG Amdahl Acquired by Fujitsu Motorola Split: Freescale (now NXP), Mobility (Lenovo) SGI Acquired by HPE (2016); brand defunct Others Defunct or absorbed (e.g., niche tech firms

shasta747

I think this is good play, he has a year out anyway. The stock is at the lowest point looking 5-year back, and most importantly people forget under Donny/Bondi everything is fart of a deal so I expect a settlement soon. Remember HPE/Juniper deal was blocked during Biden time? Well both side just came to agreement last week.

Dizzy_Currency_1669

$HPE is going 📈

Habstah

Looks like it’s HPE’s turn 🚀

OPINION_IS_REGARDED

Alright boys, I'm going to tell you an actionable secret that will make you rich today. Juniper is being bought out by HPE, it will be removed from the S&P500 today. They typically replace it with a different stock on the same day, which means there will very likely be an S&P 500 addition today after the close. You'll see all of the top candidates like Hood, App, and IBKR are all up today as speculators get in. Big upside for whatever is added. 

Bilbo_Butthole

Loaded HPE below $15 and she’s mooning

New-Shake-94

HPE. watch it .

ion3

HPE just getting started. Lagging Dell significantly

Habstah

HPE 🌕

AlfrescoDog

!banbet HPE +2.00% 35h

Me-Regarded

HPE just got approved to by Juniper. Share price is pretty low, could be a play on the hardware side.

L0vehandle

HPE cleared for take off

DyslexicScriptmonkey

This could be an interesting opening bell for HPE come Monday morning. https://www.crn.com/news/networking/2025/us-doj-greenlights-hpe-juniper-deal-huge-victory-for-cisco-alternative-say-partners

Habstah

I agree except HPE. Actively trying to get rid of my shares

cbusoh66

Just when everyone declared AI hardware overhyped and dead, here comes the real pump, NVDA, AMD, ASML, SMCI, MU, even INTC, DELL, and HPE are all in play.

Trader_Joe80

I call these plays there. HPE, INTC my recent winners. But war broke out, crypto took a hit. Not gonna swing unless futures stay above 6000

Consistent-Sun5188

$SLNH looks like a sleeper play in the AI/green data center space. That HPE + NVIDIA deal could be huge if it delivers — feels undervalued under $1.

buried_lede

The surprise  leaps forward are the kind I can’t help but anticipate for computing.  It just feels so on the verge all the time these days  That said, if you keep in touch with the most advanced labs, it helps to make you feel you can stay informed.  Look at Los Alamos, a national scientific research lab, you know it’s been working with both supercomputers and quantum computing *for decades* It works with IBM - a major partner- HPE, Nvidia and recently  now even Open AI is a fellow or something there. ( I invested in IBM as soon as I realized AI  was taking off because I thought supercomputing and eventually maybe quantum computers  would mean a lot to AI.)  Anyway, Los Alamos  has always kept advancing its supercomputers and has real practical needs for them. It’s newest supercomputer uses nvidia grace hopper chips   It is also the location of a major long-standing pure research program into quantum computing. It’s fascinating to read about it. It will also make you wonder how our government could even think about slashing funding to this research to Gand out cash to bessent or trump buddies, but I digress  https://quantum.lanl.gov/q_computing.shtml And https://www.lanl.gov/engage/collaboration/research-opportunities/quantum-institute

Habstah

Name a gayer stock than HPE