Avid sports bettor and DFS player. Finsup2015 on @DraftKings. dolfanatic16 on FD. Fan of @MiamiDolphins, @OregonFootball, @Cardinals, @VolFootball. 11/29/15.
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 the biggest growth quarters in HPE's history
• Networking revenue already exploded 152% YoY in Q1 Juniper acquisition turned HPE into an AI networking powerhouse
• Data center networking revenue specifically up 382.6% the AI buildout has found its backbone
AI backlog crossed $5B and 64% of orders are enterprise/sovereign, NOT hyperscalers. That's durable, diversified demand
• HPE raised full-year EPS guidance to $2.30–$2.50 and lifted networking revenue growth target to 68–73%
• Networking operating margins hit 23.7% in Q1 if that holds tonight, this stock re-rates immediately
• Q3 is expected to be the biggest AI revenue quarter tonight's print is just the setup, not the peak
• HPE has beaten EPS estimates 88% of the time and revenue 75% of the time the base rate is on the bull's side
♻️ RESHARE this post and write 1 comment, I'll DM you my exact play for $HPE just like $DELL.
@ohiain For me it’s been not holding winners long enough. and the psychological battle of wanting to buy strength instead of weakness. Hoping to work on that and improve
@aleabitoreddit Thank you for all you do. Love seeing your insights as well as your market thoughts and where money is flowing. Super interesting posts in the sub section. 💪🏻 good for retail community!