Follow up post -HPE should double in value this year

- OP is holding calls on HPE, believes in company - HPE closed contract with MSFT to supply AI systems - Announced partnership with Nvidia for AI computing - Potential for HPE's valuation to increase due to partnerships - Speculation that auto companies, including TSLA, may purchase AI systems from HPE in the future

🚨 Reddit sentiment: mixed/positive - While there is acknowledgment of HPE's challenges such as AI margins and debt, most comments reflect a positive outlook on the stock, emphasizing long positions, profit strategies, and strong diversified offerings. Summarized comments: - Current call spread shown, question about HPE going up before end of week - AI sentiment shapes earnings; HPE currently benefits from hype - Conference perceived as positive, but HPE dropped; institutions may be taking long positions - Market closed, expectation for HPE bump tomorrow - Comparison to Apple post-conference behavior - User holding $22 8/16 calls and aligning with others - Low AI margins and investment phase; positive earnings impact expected in a few quarters - HPE debt and NVDA's strategic partnerships noted; HPE already up 28%, market possibly overbought - Users discussing trading positions and strategies - Long-term bullish sentiment since year's start; strong diversified offerings in hardware, software, services, and AI - User shared profit strategy with $20 and $22 calls, anticipating $30 target before Sept earnings - Comment about mistakenly buying HPQ - Debate on NVIDIA's impact, sentiment perceived as relevant Stock tickers discussed: $HPE, $NVDA, $HPQ