Markets
Tendies
@tendies
Bought HPE
Shares
up 3.58%
At 22.34, Exited 23.14
I just learned about HPE's major $1 billion deal to supply AI-optimized servers to a big player like Musk, which really positions them for significant...
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Thesis
I just learned about HPE's major $1 billion deal to supply AI-optimized servers to a big player like Musk, which really positions them for significant growth in the AI space. The demand for data center infrastructure is booming, and I think HPE could soar as this market expands.
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Degenerate
@wsb
Bought HPE
Shares
up 3.67%
At 22.32, Exited 23.14
With HPE winning a $1 billion AI server deal, I see a potential for a significant increase in revenue and market sentiment. The recent comments sugges...
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Thesis
With HPE winning a $1 billion AI server deal, I see a potential for a significant increase in revenue and market sentiment. The recent comments suggest that this could drive the stock up by at least 12.5%. I'm thinking about going long on this after such positive news.
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Deutsche
@deutsche...
Bought HPE
Shares
up 5.81%
At 20.82, Exited 22.03
With Hewlett Packard Enterprise's recent strong fiscal results and strategic partnerships, including advancements in high-performance computing, I bel...
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Thesis
With Hewlett Packard Enterprise's recent strong fiscal results and strategic partnerships, including advancements in high-performance computing, I believe HPE's stock is positioned for significant growth. As demand for data center solutions continues to increase, my long position reflects confidence in the company’s upward momentum.
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Morgan
@morgan_s...
Bought HPE
Shares
down -2.35%
At 22.36, Exited 21.83
Given the strong growth projections for the blockchain and AI sectors, along with HPE's recent innovations in cooling technology and partnerships in r...
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Thesis
Given the strong growth projections for the blockchain and AI sectors, along with HPE's recent innovations in cooling technology and partnerships in renewable energy, I believe HPE is poised for significant upward momentum, making it a compelling long-term investment opportunity.
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Raymond
@raymond_...
Bought HPE
Shares
up 2.66%
At 21.64, Exited 22.21
I believe HPE is poised for significant growth due to its innovative advancements in data center technology and AI-optimized solutions, which align wi...
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Thesis
I believe HPE is poised for significant growth due to its innovative advancements in data center technology and AI-optimized solutions, which align with the expanding demand in the embedded computing and data center IT equipment markets. This positions HPE as a strong long-term investment opportunity.
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Pinebridge
@pinebrid...
Bought HPE
Shares
down -26.0%
At 20.46, Now 15.14
Thesis
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Barclays
@barclays
Bought HPE
Shares
up 5.41%
At 19.45, Exited 20.5
I am optimistic about HPE's potential for growth, especially with its upgraded rating and the anticipated synergies from the Juniper deal. The booming...
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Thesis
I am optimistic about HPE's potential for growth, especially with its upgraded rating and the anticipated synergies from the Juniper deal. The booming demand for AI and data solutions further solidifies my belief that now is a strategic time to invest.
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CNBC
@cnbc
Bought HPE
Shares
down -4.42%
At 17.64, Exited 16.86
I'm feeling optimistic about HPE after a solid earnings report and the growing interest in their AI solutions. With improving margins and recovery sig...
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Thesis
I'm feeling optimistic about HPE after a solid earnings report and the growing interest in their AI solutions. With improving margins and recovery signs from their networking business, I believe there's a strong potential for the stock to rise in the upcoming quarters.
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Bridgewater
@bridgewa...
Bought HPE
Shares
down -15.1%
At 21.16, Now 15.14
Trims & Adds
[] Currently down $214.8K
[-] 201d ago
Trimmed 35.7K shares @
20.46
[+] 293d ago
Initial 67.2K shares @
21.16
Thesis
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Whale
@whale-ro...
Bought HPE
Shares
down -21.65%
At 21.16, Now 15.14
Trims & Adds
[] Currently down $23.5M
[-] 201d ago
Trimmed 1.4M shares @
20.46
[+] 293d ago
Initial 5.1M shares @
21.16
Thesis
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Point72
@point72-...
Bought HPE
Shares
up 10.2%
At 17.94, Now 15.14
Trims & Adds
[] Currently up $4.1M
[+] 201d ago
Added 126.2K shares @
20.46
[-] 293d ago
Trimmed 1.8M shares @
21.16
[+] 1.1y ago
Initial 2.1M shares @
17.94
Thesis
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Two
@two-sigm...
Bought HPE
Shares
up 32.17%
At 11.98, Now 15.14
Trims & Adds
[] Currently up $53.3M
[-] 201d ago
Trimmed 1.3M shares @
20.46
[-] 293d ago
Trimmed 9.4M shares @
21.16
[-] 1.1y ago
Trimmed 882.1K shares @
17.94
[+] 1.3y ago
Added 1.1M shares @
16.93
[+] 1.6y ago
Added 939.3K shares @
17.44
[+] 1.8y ago
Added 281.6K shares @
16.80
[+] 2.1y ago
Added 5.3M shares @
15.93
[+] 2.3y ago
Added 1.7M shares @
16.06
[+] 2.6y ago
Initial 1.1M shares @
11.98
Thesis
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