Diamond Hand Dan

LONG $HPE

Future leader of AI infrastructure

The Bigger the Dip - The Stronger the Rip

Holding 222 - 2028 LEAPS of faith.

[Diamond Hand Dan @ATHorDie18]

@beanstockdoc The reason given is hilarious because it's not a concern for $HPE it's a massive benefit. Once it gets through $50 and closes, it's running quick.

[Diamond Hand Dan @ATHorDie18]

@HormuzReport Who has direct lines to these people so frequently? Why don't they kiss and make up and let's move on.

[Diamond Hand Dan @ATHorDie18]

@HormuzReport Does anyone believe this is how the Iranian people talk? I mean come on. It sounds white as fuck.

It sounds so made up and dramatic yet all they have done is hit empty buildings for months.

"WE WILL DESTROY YOUR SOULS!!"

Lmao like come on

[Diamond Hand Dan @ATHorDie18]

@BRICSinfo But aren't they just hitting dirt and abandoned building? The light show is to fear the markets into giving up their cheap stocks.

Show us pictures of the before/after of the area.

So far I've heard zero casualties in all of these non stop "air attacks"

[Diamond Hand Dan @ATHorDie18]

$HPE #JUNIPER

[Venu @Venu_7_]

Arista Networks $ANET continues to execute at an elite level - 30%+ revenue growth, 42%+ operating margins, and accelerating EPS.

That's what high-quality compounders look like.

[Diamond Hand Dan @ATHorDie18]

I've lost count of how many times there's been back and forth "heavy strikes" during a "ceasefire"

Anyone else find it strange that with all these strikes and never hearing of any casualties, they're both just firing missiles into dirt?

If it was as bad as reported, what would be left of Iran?

It's all theater.

[Diamond Hand Dan @ATHorDie18]

If you buy $ANET you get a company trading at 49x forward P/E, who did 2.7 billion in revenue from networking last quarter. Growing 38% YoY

If you buy $HPE you get a company trading at 13x forward P/E, who did 2.7 billion in revenue from "JUST" its networking side of their business (Juniper) before factoring in the other 9 billion in revenue from the rest of their AI stack.

Read that again..

[Diamond Hand Dan @ATHorDie18]

If you look closely at the charts.. $HPE is the most mis priced company in the world right now. So yeah, good chance!

Their networking arm through Juniper (which is organically funneled into from their other services) put up identical revenue as $ANET which trades at a 3.5x premium.. and that's their entire business.. and just a piece of $HPE pie..

[Diamond Hand Dan @ATHorDie18]

@beanstockdoc The market hasn't been the same since the PDF rule was taken out of the trading platforms. Hard to get rallies going when everyone is buying and selling when it goes up 2% then buying back in 1% lower etc. wish they would put that restriction back on.

[Diamond Hand Dan @ATHorDie18]

The crazy part is that networking alone, based on the market value of $ANET is worth 44-45x forward PE.. before you factor their entire business stack that organically funnels networking into their own product! Bare minimum should be trading at the same market cap as $ANET $120+ would be conservative.

[Diamond Hand Dan @ATHorDie18]

@beanstockdoc yo you have to check this out.

Even Chat with as surprised when I pointed this out.

If you stripped everything else from $HPE and just compare their networking revenue, it's identical to one of the most respected networking companies in the world, $ANET.

$ANET did the same revenue as $HPE in regards to networking yet it trades at a 44-45x forward PE.. 200B+ market cap. Insane rerate that's coming.

[Diamond Hand Dan @ATHorDie18]

@Brownmoose Subscribed 🫡

[Diamond Hand Dan @ATHorDie18]

@Brownmoose would love for you take on something I think alot of people are missing on $HPE

They acquired Juniper(networking) in 2025 and as of Q2, it grew 148% YoY and revenue was IDENTICAL to one of the major networking companies in the world $ANET, which trades at a 44-45x forward P/E.. before you even factor in any part of their other business, which happens to be where the AI trend is moving (On-prem and sovereign AI)

It's insane how the market isn't pricing in their networking yet.. when it's growing faster and putting up identical numbers as Arista.

Thoughts? Genuinely not sure if I'm missing something here.

[Diamond Hand Dan @ATHorDie18]

@Brownmoose Yes I know you're in $HPE I just didn't know if you've put that together that they did the exact same revenue in networking as $ANET which trades at 45x PE..

[Diamond Hand Dan @ATHorDie18]

Offensively low P/E while directly in the path of the next AI monster move into sovereign AI as well as the ever increasing need for A+ NETWORKING solutions they have with JUNIPER.. sitting 25% off highs while hitting their 2028FY numbers in 2026 and $PENG confirming exploding demand continues.. what else could you ask for? $HPE has rockets ready 🚀

[Equity investor @equitydd]

Low PEG ratio can signal the rare combination of strong earnings growth and reasonable valuation, making these stocks worth watching as potential leaders in the next market uptrend.

$MU $LITE $HPE $STX $MXL $DELL $BE $SIMO $CLS $AMD $CRDO $TSM $AAON $VIAV $SANM $TER $STRL

This list highlights companies where expected EPS growth is outpacing current valuation multiples, with PEG ratios below 1.

[Diamond Hand Dan @ATHorDie18]

@financialjuice He said this in the same sentence as the other 99% of media outlets tweeted in all caps that THE WAR IS ON CEASEFIRE IS OVER. Lol

Gotta read between the lines. He said "I think" a lot.. nothing at all definitive.

[Diamond Hand Dan @ATHorDie18]

Key word, "think"

It's the subtle words

[BrooklynDad_Defiant!☮️ @mmpadellan]

BREAKING: UNHINGED TRUMP DECLARES THE CEASEFIRE WITH IRAN IS OVER.🚨

"To me, I think it's over. I don't want to deal with them anymore. They're scum." Some deal maker.

He can't get his way, he has a tantrum, like a big fat baby.

[Diamond Hand Dan @ATHorDie18]

Kinda sounds like he's still gonna let them negotiate? Nothing definitive in that rambling

[Eric Daugherty @EricLDaugh]

🚨 WOW! REPORTER: Will you resume Iran talks?

PRESIDENT TRUMP: "I don't CARE! They can 'talk.' They're wasting their time, they're a bunch of LYING GUYS."

"They're bad people. And frankly? I don't wanna WASTE MY TIME with them." 🔥🔥

"I deal with these guys — they're liars, they're cheats, they're sick people, they killed 54,000 of their people protesting."

"I'll let me wonderful negotiators keep talking, but I don't see it. I DON'T LIKE THESE PEOPLE."

[Diamond Hand Dan @ATHorDie18]

@BoxTraderVK Not having $HPE on here is criminal. But respect to everyone's trades. In a bloody day in AI today, $HPE didn't budge. Sovereign AI is an unstoppable movement.