Hewlett Packard Enterprise. Every tracked FinTwit mention of $HPE, newest first. 61 mentions since the first on Sep 4, 2025. See the price chart.
July 2026 · 3 mentions
Jul 14
Michael | Hypermarkets — According to $IBM, $MU should spike to $2000+
These are $IBM CEO exact words:
"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, sto…↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️
HYPERSCALE & CLOUD
$AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale
$MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Jul 2
Michael Sikand 🦑 — 3) Hewlett Packard Enteprise - $HPE
The least glamorous name here. No custom chips, no software moat, just the company assembling the physical environment every GPU cluster runs…↗
June 2026 · 39 mentions
Jun 22
Michael | Hypermarkets — In 2 years, $MU squeezed from 1430% from $85 to $1220.
It will 3x-5x after its earnings on June 24.
These 12 companies have parternships with $MU:
1. $ASML – Sells EUV lithograp…↗
Jun 17
Alphatica — Breaking. Vultr selects $HPE and $NVDA for next-generation AI data center infrastructure.
Vultr, one of the largest privately held hyperscalers, is deploying NVIDIA GB300 NVL72 sy…↗
Jun 16
Alphatica — We covered HPE in the unusual options volume scanner last week. Today at the HPE Discover analyst meeting, management laid out the thesis behind the positioning.
This is bullish.…↗
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 · 5 mentions
Mar 16
Jason Luongo — Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Mo…↗
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 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Shay Boloor — THE AI STORAGE STACK
• $ORCL uses flash storage to speed up cloud databases
• $DELL sells all-flash storage systems to large enterprises
• $AMZN deploys SSDs at scale across AWS i…↗
Jan 5
TheValueist — $2317 $SMCI $DELL $HPE
EXECUTIVE SUMMARY
Hon Hai’s December 2025 monthly revenue report indicates an acceleration of late-2025 growth that is explicitly attributed to sustained…↗
December 2025 · 2 mentions
Dec 30
Shay Boloor — OPTICS WILL BE A DEFINING THEME OF 2026
AI has turned data movement into the bottleneck and at scale only photons can move information efficiently enough.
The ecosystem breaks do…↗
Dec 22
TheValueist — $HPE HPE Strategic Evolution and the Juniper Integration Analysis↗
November 2025 · 1 mention
Nov 13
Ben Pouladian — Winners: $NVDA grabbing control with standardized L10 trays on VR200 and GB300, ODM killers like Hon Hai/Wistron/Quanta, power giants riding a 64 percent CAGR, and cooling players…↗
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…↗
— $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…
Shay Boloor — $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 quantu…↗
Jun 14
Trade Whisperer — $HPE Your candles go green on a +19.5% day. Ours printed PINK. Next 6 days? -20% drawdown.
That is what happens when your model learns from data instead of reacting to price. We a…↗
InvestmentGuru — 16 Semiconductor & AI Infrastructure Stocks to Watch
$AMBA
$CEVA
$OSS
$SKM
$HPE
$INOD
$AOSL
$PENG
$MCHP
$MXL
$VSH
$AXTI
$GFS
$PLAB
$LASR
$AEHR
From Edge AI and photonics to AI da…↗
Jun 8
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR June 8, 2026
$SPY crash continuation or massive reversal
1. $TSLA — $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027
2. $M…↗
Jun 7
InvestmentGuru — The AI buildout is expanding far beyond $NVDA.
Key areas seeing accelerating demand:
✅ AI servers & data centers ($HPE, $MCHP)
✅ Edge AI ($AMBA, $OSS)
✅ AI data infrastructure ($I…↗
Jun 7
Shay Boloor — 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…↗
Jun 7
InvestmentGuru — SEMICONDUCTOR & TECH SECTOR SWEEP — 16 Names You Need To Know
$AMBA
Edge AI Inflection Is Real — $800M Hanwha Deal Seals the Narrative
$CEVA
IP Licensing Machine Beats Expectatio…↗
Jun 6
Trade Whisperer — $HPE Our models flagged a +19.5% post earnings day with a PINK candle. Anomaly? Nope. It dropped -13% since.
PINK candle well outside the BB. Respect it. Every time.
300+ charts…↗
Jun 6
Michael | Hypermarkets — $SPY crashed 3% in 1 day and everyone panicked.
It's going to crash at least 10% soon.
I'm adding these gems for 10x swing play:
(stocks returns yesterday vs past year)
1. $AMD…↗
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…↗
The Future Investors — $HPE Hewlett Packard surged 35% after a blockbuster quarter 🚀
🔹Revenue: $10.7B vs $9.8B est.
🔹EPS: $0.79 vs $0.53 est.
🔹Server revenue: $5.45B vs $4.66B est.
🔹FY2026 EPS fro…↗
Jun 1
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…↗
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…↗
— 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,…
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗