Hewlett Packard Enterprise. Every tracked FinTwit mention of $HPE, newest first. 33 mentions since the first on Sep 4, 2025. See the price chart.
June 2026 · 24 mentions
Jun 3
Michael | Hypermarkets — In 5 years, $AVGO exploded 1000% from $47 to $470+
Tonight will be $AVGO biggest earnings in history.
I'm bullish on it and here's why:
1. AI Revenue Is About to Print the Bigge…↗
Jun 3
Michael | Hypermarkets — HYPERMARKET WATCHLIST for June 3, 2026
1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.
2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infr…↗
Jun 2
Michael | Hypermarkets — @czorbs I’m the analyst..but I also providing reasoning did you play $HPE↗
Jun 2
TheValueist — $MRVL $STM $COHR $HPE Some of key names I follow. Look at these +2z moves today. Out of control. https://t.co/fvdorsqZNb↗
Jun 2
TheValueist — $HPE HPE: The AI Infrastructure and Networking Transformation Pivot. Investment Thesis.
Hewlett Packard Enterprise has found a credible path to re-rating, and the Juniper Networks…↗
Jun 2
IvanaSPEAR — We are very early in the Agentic Era build-out and it will be much larger than people expect. Here are 3 signs:
1️⃣ Boring stocks are surprising by 10-20% with step changes in or…↗
Jun 2
Michael | Hypermarkets — The easiest way to be a millionaire by 2031:
Is letting your money compound by buying and holding:
For example:
$NOW as demand for agentic AI goes up and token uses increase so…↗
Jun 2
InvestmentGuru — Morning Market Pulse
$GOOG raising $80B for AI infra — $30B public offering + $40B ATM + $10B Berkshire private placement. CapEx guided $180-190B in 2026, even higher in 2027. Buf…↗
Jun 2
Michael | Hypermarkets — @Tadman0489 @SuperLuckeee $ORCL earnings! Did you make money on $HPE↗
Jun 2
Michael | Hypermarkets — 2 years ago, I said buy $ASTS at $2 before it spiked to $130+
Recently, I explained why these would explode:
$SNOW $120 → $320
$HPE $30 → $100
$TE $5 → $20
$KEEL $2 → $18
$DELL…↗
Jun 2
InvestmentGuru — Overnight Market Movers
$CRDO falls more than 11% despite beating earnings estimates across the board. A reminder that in this market, strong numbers don’t always guarantee a posi…↗
TheValueist — $HPE KEY READ-THROUGHS FROM HPE Q2 2026 EARNINGS CALL
HPE’s Q2 2026 call delivered a broad positive read-through for AI infrastructure spending, but the most important signal was…↗
Chris — Insiders spotted loading $HPE calls right before earnings https://t.co/ew0e4CyugU↗
Jun 1
Shay Boloor — $HPE CRUSHED THEIR Q2 EARNINGS
• Revenue $10.7B vs Est. $9.8B (+40% YoY)
• EPS $0.79 vs Est. $0.53
• Operating Income $1.42B vs Est. $1.03B
• Gross Margin 37% vs. Est. 34%
• Cloud…↗
Jun 1
TheValueist — $HPE (Bloomberg) -- HP Enterprise boosted its adjusted earnings per share guidance for the full year; the guidance beat the average analyst estimate.
YEAR FORECAST
Sees adjusted EP…↗
Michael | Hypermarkets — JENSEN HUANG DOING IT AGAIN
IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:
$NOW — AI agents run inside ServiceNow's enterprise software stack
$CRWD — Security layer every AI fa…↗
Jun 1
KawzInvests 🦑 — $NVDA Vera CPU partner list from GTC Taipei.
Early Adopters: OpenAI, Anthropic, SpaceXAI
Cloud: $NBIS $ORCL $CRWV
Manufacturing: $DELL $HPE $SMCI $SNX
Taiwan ODMs: Foxconn, Qua…↗
Jun 1
InvestmentGuru — AI Trade Continues to Power Higher in Overnight Trading
The AI infrastructure and software rally is showing no signs of slowing down:
AI Server Makers
$DELL +3%
$IBM +13%
$HPE +9…↗
May 2026 · 5 mentions
May 31
Michael | Hypermarkets — Noone is focused on $HPE earnings this week.
In 1 month, $HPE spiked 125% from $20 → $45.
Earnings is exactly like $DELL:
• Revenue expected to surge 28% YoY to $9.77B one of th…↗
May 29
Jason Luongo — 3. $HPE - Hewlett Packard Enterprise
$5B AI server backlog, but here's what separates them: 64% of that backlog is enterprise and sovereign customers, not hyperscalers. While Dell…↗
May 29
Shay Boloor — @VanquishTrader Look out for $HPE and $TSSI reactions after this print↗
May 22
Michael Sikand 🦑 — Morgan Stanley's new research on AI racks has $DELL trading like it's a penny stock.
They modeled the next gen VR200 NVL72 rack at $7.8M per rack. That's up 95% from the $4M GB300…
April 2026 · 1 mention
Apr 5
KaizenInvestor — War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins.
Their critical role gives them the pricing po…↗
March 2026 · 2 mentions
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
September 2025 · 1 mention
Sep 4
Kerrisdale Capital — $PSTG’s core enterprise business is vulnerable: big competitors like $DELL, $HPE, and $NTAP have closed the gap on storage-as-a-service offerings, non-disruptive upgrades, and mana…↗
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗