HPE
2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by TBPN 1mo ago
LONG1mo ago
“elevated prices to persist well into '27 for DRAM, memory bottleneck is a multi-year issue … they can push multiple rounds of price hikes into a tightening…”Jordi Visser
Memory bottleneck is multi-year; HPE rerates as DRAM pricing power persists and hardware outperforms
HPELONG@ $48.94
$48.16-1.61%
since call Jun 7
peak +1.6%
LONG1mo ago
“it wasn't an exciting story. Now it's like, okay, now it has triple-digit, you know, data center growth … the sort of B2B focus of the markets has completely changed”TBPN
AI-assisted retail can now parse complex B2B stories; boring names like HPE re-rate on data center growth
HPELONG@ $54.97
$48.16-12.40%
since call Jun 3