$HPE

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

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Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Jun 10, 4:59 PM ET

$HPEDDbullish

u/1992Prime · 15d ago1 prior · awaiting results

“Screenshot of position shown but specific quantity/entry not legibly extracted from image reference”

Going balls deep in $HPE because its not overvalued and I'm out of other ideas

HPE's acquisition of Juniper adds meaningful networking capabilities to its AI infrastructure portfolio at a time when enterprise customers are building AI plumbing. Trading around 16x FY26 non-GAAP EPS with $5B AI Systems backlog and strong management discipline from activist involvement, the stock is being re-rated as more than just a legacy hardware vendor.

At post $38.06Now $45.49+19.5% since postedas of Jun 10, 4:59 PM ET

1d-2.3%

3d+13.1%

1w+47.5%

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$HPEDiscussionbullish

u/MarsDominus · 28d agono track record yet

The Boomer AI Stock

HPE is undervalued relative to its AI exposure through data center servers, networking, storage, and cloud infrastructure sales to major enterprises and governments. The company benefits from rising AI adoption and NVIDIA GPU deployments while trading at depressed valuations compared to other AI-exposed names, offering upside potential plus a dividend.

At post $32.07Now $45.49+41.9% since postedas of Jun 10, 4:59 PM ET

1d+6.4%

3d+3.2%

1w+5.4%

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End of results.