HPE

$HPE chatter on StockTwits

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  Big Timer 15@Big_TimerBullish23m

  $SMCI 🚀 Now the analysts are chasing the stock instead of leading it. For months, SMCI was priced like the AI growth story was broken. Bears focused on every possible risk while analysts kept conservative targets. Then the numbers showed up: 🔥 $1.70 EPS vs. $0.92 expected — ~85% beat 🔥 17.6% gross margin vs. 9.5% YoY 🔥 $65B–$72B FY27 revenue guidance vs. $53B Street estimate 🔥 +41% in five trading sessions That $72B upper-end guide is $19 BILLION above what Wall Street was modeling. Now comes the fun part: estimate revisions, upgraded models and price-target increases. When your revenue assumptions are wrong, your EPS assumptions are wrong. When both are wrong, your price target is probably wrong too. Wall Street underestimated SMCI. Now they’re playing catch-up. The analysts aren’t moving SMCI toward their targets anymore, SMCI is forcing analysts to move their targets toward the stock. 🎯🐂🔥 $NVDA $AMD $DELL $HPE #AI #DataCenters

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  Anthony Christ@Reanimated66657m

  $HPE Bought and Sold by every trader pumper in the business. However the investment theory is definitely here

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  rovertrades759@rovertrades759Bullish1h

  $DELL $SMCI $HPE Excited to see DELLs #s. See who eis eating who’s lunch!

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  Big Timer 15@Big_TimerBullish1h

  $SMCI 🚀 The market is finally waking up to what Supermicro has been building for years: a leadership position in AI infrastructure. SMCI isn’t simply selling servers. It’s delivering rack-scale AI systems, GPU-dense platforms, direct liquid cooling and data-center-scale deployment capabilities for the next generation of accelerated computing. The latest numbers underline the scale: 🔥 $11.1B quarterly revenue 🔥 Nearly 2X YoY revenue growth 🔥 $1.70 adjusted EPS 🔥 17%+ non-GAAP gross margin 🔥 $60B+ in new orders during Q4 🔥 FY27 revenue outlook as high as $72B And SMCI sits directly in the ecosystem surrounding NVIDIA, AMD and Intel as AI infrastructure spending continues expanding. The thesis is simple: AI models need GPUs. GPUs need servers, racks, networking, power and increasingly liquid cooling. SMCI is positioned right in the middle of that buildout. Wall Street can debate the valuation all day. The infrastructure has to be built. SMCI is helping build it. 🐂🔥 #AI #NVIDIA #DataCenters #LiquidCooling $NVDA $AMD $DELL $HPE

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  Colin@ProTraderColin3h

  $HPE working. Starting to trim with stops in place. And unlike the bullshitters on Twitter I post OPEN positions

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  nobodyspecial@ccioli903h

  none currently.. all have moved too much in a short window. $SMCI +60 percent off July low. $Dell potential false breakout. $HPE probably cup and handle but could also double top here. $VRT below declining 50dma

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  Colin@ProTraderColin3h

  $DELL spec size puts. Just to see if it can pull back some along with $HPE

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  Big Timer 15@Big_Timer3h

  $AMD $CRWV $HPE $NVDA $SMCI

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  Big Timer 15@Big_TimerBullish3h

  $SMCI MIGHT be one of the biggest valuation disconnects in AI infrastructure and Wall Street history. 🐂🔥…. Think about the numbers: 📈 Q4 revenue: $11.1B — ~91% YoY growth 💵 Adjusted EPS: $1.70 💰 Non-GAAP gross margin: 17.6% vs. 9.6% YoY 🏦 Net income: $1.178B vs. $195M 🚀 FY27 revenue guidance: $65B–$72B Yet SMCI continues to trade at a valuation discount relative to many AI infrastructure names commanding substantially richer revenue multiples. That’s the opportunity: the business has already accelerated, the valuation hasn’t fully caught up. If SMCI continues executing anywhere near this trajectory, Wall Street won’t need heroic assumptions to justify a higher valuation. Multiple expansion + earnings growth is a powerful combination. The rerating thesis is alive and well. 🔥🚀 $NVDA $AMD $HPE $CRWV

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  Big Timer 15@Big_TimerBullish4h

  $SMCI MIGHT be one of the biggest valuation disconnects in AI infrastructure and Wall Street history. 🐂🔥.. Think about the numbers: 📈 Q4 revenue: $11.1B — ~91% YoY growth 💵 Adjusted EPS: $1.70 💰 Non-GAAP gross margin: 17.6% vs. 9.6% YoY 🏦 Net income: $1.178B vs. $195M 🚀 FY27 revenue guidance: $65B–$72B Yet SMCI continues to trade at a valuation discount relative to many AI infrastructure names commanding substantially richer revenue multiples. That’s the opportunity: the business has already accelerated, the valuation hasn’t fully caught up. If SMCI continues executing anywhere near this trajectory, Wall Street won’t need heroic assumptions to justify a higher valuation. Multiple expansion + earnings growth is a powerful combination. The rerating thesis is alive and well. 🔥🚀 $NVDA $AMD $HPE $CRWV

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  al n@StackTroder4h

  $DELL $HPE $SMCI $VRT

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  m@multrak4h

  @ShortKing8figs add more please. it will be amazing when you are squeezed by: 1. 10-K filing 2.$HPE earnings 3. $DELL earnings your only hope is late 10-K filing or these companies fucking up the earnings, which will not happen.

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  Scooter McGavin@billabongh2oBullish4h

  $HPE hope to hop back in at $56/$57

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  Big Timer 15@Big_TimerBullish4h

  @Hudson221 Documented investigations and enforcement-related events are legitimate risks and absolutely can hammer the stock. The same investigation that Dell and Nvidia are participating in. Where I disagree is jumping from investigations or alleged misconduct by individuals to “the company’s numbers are fraudulent” or treating every allegation as proven corporate criminal conduct. That governance discount is precisely why SMCI trades differently from $DELL or $HPE. But now weigh that risk against the business: $11.1B quarterly revenue, $1.70 adjusted EPS, ~17% gross margin, $60B+ new orders, record backlog and $65B–$72B FY27 guidance. You’re betting another shoe drops. I’m betting continued execution eventually shrinks the risk discount. That disagreement is what makes a market. 🔥 $SMCI

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  Lewis@ldexterldesign5h

  $SMCI $DELL $HPE $SMCI liquidity grab - hold and get rewarded at market open

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