#DigitalAwareness
Whenโs the last time you changed your Wi-Fi password? If you canโt remember, itโs been too long. Itโs the master key to every device in your homeโtreat it like your bank password. Change it. Make it long. Make it unique. Your data is bleeding out through the router you forgot about.
@Velcro_Tearss@alone_boy_010 ๐ฏ loyalty. ๐ฏ Accountability. โ๐ป chance to ๐ช with me; the 2nd โฐ da ๐ข. NO take backs; you broke it you own it. Don't bs me.
The SpaceX IPO ($SPCX) hits Nasdaq June 12. Skip the โpre-IPO exposureโ ads โ theyโre noise. The real play? Index funds FORCED to buy: $QQQ gets in ~15 days, VTI even faster, $VOO/ $SPY later in 2027. No gimmicks needed. ๐
I was gonna give this hotel a 10 out of 10 until I got up this morning and found CNBC instead of Bloomberg available in my room. @markets@lisaabramowicz1 I have no idea what I even missed today.
$HPE
Dell may have just handed the market the HPE setup.
in their earnings $DELL today showed AI server demand is still absurd โ huge revenue beat, massive AI orders, and raised AI server guidance.
Now the question becomes: who is the next enterprise hardware name investors rotate into?
$HPE is not as clean as Dell, but that may be the point.
It has AI backlog, Nvidia Blackwell exposure, private/hybrid AI factory positioning, and now Juniper networking leverage.
AI factories are not just GPUs. They need servers, storage, networking, services, power-aware architecture, and enterprise deployment.
Dell proved the wave is real.
HPE could be the cheaper, less-loved read-through trade if it shows backlog converting into revenue and networking improving margins.
The watch item on HPE earnings:
not just AI demandโฆ
AI demand + margin + Juniper pull-through.
That is where the re-rating could happen.
.@themarketsblog, CEO of Longbow Asset Management, warns that AI mania is turning the stock market into a casino, with inexperienced capital pushing names like $MRVL and $HPE dangerously far from fundamentals.
He makes the case for rotating out of overextended tech and into a 60/40 portfolio anchored by investment-grade corporate bonds, as the Fed faces renewed rate hike pressure from rising oil prices and shifting leadership.
For more market news, tune into: https://t.co/pcDOeucBdc
$HPE
Dell may have just handed the market the HPE setup.
in their earnings $DELL today showed AI server demand is still absurd โ huge revenue beat, massive AI orders, and raised AI server guidance.
Now the question becomes: who is the next enterprise hardware name investors rotate into?
$HPE is not as clean as Dell, but that may be the point.
It has AI backlog, Nvidia Blackwell exposure, private/hybrid AI factory positioning, and now Juniper networking leverage.
AI factories are not just GPUs. They need servers, storage, networking, services, power-aware architecture, and enterprise deployment.
Dell proved the wave is real.
HPE could be the cheaper, less-loved read-through trade if it shows backlog converting into revenue and networking improving margins.
The watch item on HPE earnings:
not just AI demandโฆ
AI demand + margin + Juniper pull-through.
That is where the re-rating could happen.
$HPE (Hewlett Packard Enterprise) is now live on SuperEx USDT-M Futures.
Hewlett Packard Enterprise (HPE) is a global leader in enterprise IT infrastructure and cloud solutions, offering servers, storage systems, networking products, hybrid cloud services, and AI infrastructure solutions.
Start trading: https://t.co/qllBalXnck
Turned $680 to $6800 in 1 day. 10x on $HPE.
$AVGO is tomorrow.
$ORCL on June 10.
$MU on June 24 (big chance they will stock split)
Be patient, you don't have to trade everyday. Just pick the good ones.
$HPE | Argus ๐ซ๐๐ข๐ญ๐๐ซ๐๐ญ๐๐ฌ ๐๐ฎ๐ฒ on ๐๐ ๐๐ง๐ญ๐๐ซ๐ฉ๐ซ๐ข๐ฌ๐, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐ ๐๐ซ๐จ๐ฆ $๐๐
Analyst sees AI momentum driving top- and bottom-line rejuvenation for HPE, whose stock is inexpensively valued and has not priced in its AI potential.
$HPE | Goldman Sachs ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ on ๐๐ ๐๐ง๐ญ๐๐ซ๐ฉ๐ซ๐ข๐ฌ๐ to $๐๐ from $๐๐, maintains ๐๐ฎ๐ฒ