$HPE 0.62 Developing

Notable posts

• @StockSavvyShay bullish 1352 eng

  12 STRONGEST EARNINGS PRINTS THIS CYCLE 1. $PLTR | Palantir 2. $DOCN | DigitalOcean 3. $BE | Bloom Energy 4. $SITM | SiTime 5. $RKLB | Rocket Lab 6. $TE | T1 Energy 7. $AMD | AMD 8. $MU | Micron 9. $HPE | Hewlett Packard 10. $NBIS | Nebius 11. $SNDK | SanDisk 12. $DELL | Dell

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• @amitisinvesting bullish 1040 eng

  $SMCI Woah. SMCI guided for 8.4-8.7% gross margins last quarter. They have a TTM gross margin of 8.83%. They just came out after hours and said they are increasing their guide for gross margins to now 15-17%. Even during 2024-2025, their gross margins went from 11-13%. How does a commodity server rack provider double their margins in the past 90 days? If anything, it feels like the company is either rolling out new products with better margins in the AI space or gaining more leverage with their customers to command better margins. If a low margin business like $SMCI can gain leverage, then other AI names can as well, which is part of the reason that competitors like $DELL and $HPE are up after hours. Pretty incredible move from SMCI and could be a big moment for many AI names that are able to increase margins. $SMCI +15%

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• @StockSavvyShay neutral 747 eng

  THE $NVDA VERA RUBIN SUPPLY CHAIN BREAKDOWN Nvidia’s Vera Rubin is ramping into full-scale production and reshaping the AI rack bill of materials in three major ways: more HBM per rack, a shift from pluggable to co-packaged optics and the move to 800VDC power. Here are the companies positioned to capture each transition: Memory Storage (content-per-rack story) • $MU, $SNDK, $SKHY and Samsung sit at the memory and storage layer as next-gen AI systems require more bandwidth, more capacity and faster data access. Advanced Packaging (bottleneck that gates everything) • Foundry / packaging: $TSM, $AMKR, $INTC • Packaging equipment: $AMAT, $LRCX, $KLAC, $ASML • Test / validation: $TER, $AEHR • Substrates / materials: $TTMI Optical Communication (CPO transition) • Optical modules: $COHR, $LITE, $AAOI • CPO / switching chips: $AVGO, $NVDA, $MRVL • High-speed connectivity: $CRDO, $ALAB • Fiber / networking: $GLW, $NOK, $CSCO, $ANET • Silicon photonics / packaging: $TSM, $GFS, $TSEM 800VDC Power Supply (architecture shift) • Wide-bandgap semis: $STM, $ON, $NVTS, $POWI, $WOLF • Power management / hardened devices: $MPWR, $ADI, $TXN, $AOSL, $VICR, $MCHP • Motherboard / connector / power module: $FLEX, $APH, $TEL • Infrastructure / power delivery: $VRT, $ETN, $GEV Compute System (integrators) • $DELL, $HPE, $SMCI provide the system-level integration layer that turns all of these components into deployable AI infrastructure.

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• @StockSavvyShay neutral 248 eng

  $HPE is working with $NVDA to bring secure, governed agentic AI into enterprise production. The new AI Factory updates add Agent Toolkit support, Nvidia Vera systems, confidential computing, Blackwell GPUs and expanded storage and security features through 2026. https://t.co/hhSH6AE2p4

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• @StockSavvyShay neutral 234 eng

  $HPE expanded partnerships with eight quantum computing firms including $INTC, $RGTI & $QNT The goal is to use HPE’s Cray supercomputing backbone to connect AI, HPC and quantum systems for real-world workloads across science, security and industry. https://t.co/p0bF3tKoFx

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• @cevikfinance neutral 267 eng

  PEG rasyosuna göre sırasıyla en ucuz YZ altyapı şirketleri: $SNDK, $LITE, $AAOI, $MU, $HPE, $NVDA, $AVGO, $TSM, $AMD, $QCOM ve $COHR

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• @Venu_7_ bullish 129 eng

  Quite a few storage stocks are setting up nicely: $NTAP $STX $DELL $P $HPE $WDC Storage is becoming an increasingly important piece of AI infrastructure. The faster AI models become, the faster data needs to move. https://t.co/KvOIGluOxd

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• @kevinxu neutral 95 eng

  I hope you know why $PENG is red while $DELL & $HPE are green https://t.co/EWkG3IdJx7

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