$Hewlett Packard Enterprise(HPE.US) | Morgan Stanley 𝘂𝗽𝗴𝗿𝗮𝗱𝗲𝘀 𝗛𝗲𝘄𝗹𝗲𝘁𝘁 𝗣𝗮𝗰𝗸𝗮𝗿𝗱 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 from 𝗘𝗾𝘂𝗮𝗹𝘄𝗲𝗶𝗴𝗵𝘁 to 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁, cuts PT to $𝟲𝟵 from $𝟳𝟭
Analyst sees earnings upside, valuation support and re-rating potential as HPE’s competitive position and cash flow improve.
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Supply chain signals have been disrupted and are causing anxiety about the peak season 3rd quarter media report, noting this year seems “volatile and treacherous” due to price hikes, shortages of key components – including memory, demand for early delivery by end clients (pull-in), and less predictable consumer demand. The biggest factor is strong 1st & 2nd quarter demand – and hoarding – by consumer electronics firms, which could slow in the 2nd half. Order visibility through end-2026 and 1st half 2027 will be a key sign to watch. $Apple(AAPL.US) $Dell Tech(DELL.US) $HP(HPQ.US) $Hewlett Packard Enterprise(HPE.US) #semiconductors
Source: Dan Nystedt
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Trying to print a reversal $HP(HPQ.US)
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Just a thought…
Maybe don’t hire a $Nike(NKE.US) “veteran” to lead the $Lululemon(LULU.US) brand revival?It’s the equivalent of PayPal hiring the former HP CEO.I’m just speechless.Source: Serenity
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Samsung has stopped accepting new orders for legacy mobile DRAM memory chips, LPDDR4, LPDDR4X, which are widely used in smartphones, tablets and laptops, The Elec reports, adding Samsung will shift production to new LPDDR5 mobile/low-power DRAM instead. The older chips have been in production for 8-10-years. $Apple(AAPL.US) $Dell Tech(DELL.US) $HP(HPQ.US) $SSNLF #Samsung #LPDDR4 #LPDDR4X
Source: Dan Nystedt
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$HP(HPQ.US) longer the base, higher in space? No one knows but getting a good start today with the gap up. None in trade account bought it yesterday for my investment/spec/gamble account.
Source: Sunrise Trader
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Taiwan AI server giant, Wistron, plans to spend NT$60 billion (US$1.9B) to expand capacity in the US and Taiwan this year as AI momentum continues, media report. Chairman Simon Lin said 1st and 2nd quarter both look strong and 2026 revenue should grow by a high double digit%. The Q3 challenge will be a product transition that could see revenue dip below Q2. Lin said demand remains exceptionally strong across both GPU and ASIC architectures and 70% of Wistron’s revenue is now AI-related. He also said global laptop shipments are expected to drop 5%-10% this year, but networking product shipments are expected to 10X. $NVIDIA(NVDA.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Dell Tech(DELL.US) $HP(HPQ.US) $Arista Networks(ANET.US) $Cisco(CSCO.US)
Source: Dan Nystedt
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Taiwan’s Asustek plans to go “all in” on AI servers as the business topped its NT$100 billion (U$3.2 billion) revenue target last year amid strong demand, media report, adding the new “All in AI” strategy will be to infuse all products from the cloud to the edge, to PCs and new AI devices with digital intelligence. Asustek’s 2025 revenue hit NT$738.9 billion (U$23.4 billion), up 26% year-on-year and an all-time-high fueled mainly be server, gaming and commercial PC growth. $Dell Tech(DELL.US) $HP(HPQ.US) $Hewlett Packard Enterprise(HPE.US) $Super Micro Computer(SMCI.US) #Lenovo #Acer #Asustek
Source: Dan Nystedt
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Taiwan AI server giant Quanta Computer will invest another NT$1.5 billion (US$50M) to expand capacity at an AI server plant in Tennessee, USA, media report, as its global AI production capacity is nearly full. Quanta is also actively expanding capacity in Germany, Thailand and other US sites. $Dell Tech(DELL.US) $HP(HPQ.US) $Super Micro Computer(SMCI.US) #Quanta #AIservers #Tennessee
Source: Dan Nystedt
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PC giants Lenovo, Dell and HP all warned the AI boom is using up memory chips, leading to tight global supplies next year, media report, citing Lenovo’s CFO saying the cost surge is “unprecedented” and confirming Lenovo is stockpiling memory chips, while Dell’s COO said he’s never seen memory costs “escalate at this pace” and HP’s CEO said the 2nd half of next year will be “particularly challenging” and HP will raise PC prices if necessary. The three PC giants all held quarterly earnings conferences recently. $Lenovo Group(LNVGY.US) $Dell Tech(DELL.US) $HP(HPQ.US) $HXSCL $SSNLF $Micron Tech(MU.US) #SKhynix #Samsung #Semiconductors
Source: Dan Nystedt
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Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?
Qualcomm (QCOM.O) released its financial report for the fourth quarter of fiscal year 2025 (ending September 2025) after the U.S. stock market closed on the morning of November 6, 2025, Beijing time. The key points are as follows: 1. Core data: Qualcomm's revenue for this quarter was $11.27 billion, an increase of 10% year-on-year, better than market expectations ($10.75 billion). The company's mobile business accelerated growth driven by new products, while the growth rates of IoT and automotive businesses slowed down. The company's gross margin for this quarter was 55.3%, a year-on-year decrease of 1.1 percentage points, slightly below market expectations (55.6%)...
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QualcommFinancial Analysis - S
Some of the Layoffs Across Corporate America.
• UPS: 48,000 employees• Amazon: 30,000 employees• Intel: 24,000 employees• Accenture: 11,000 employees• USPS: 10,000 employees• Microsoft: 9,000 employees• Chevron: 8,000 employees• Estée Lauder: 7,000 employees• Procter & Gamble: 7,000 employees• US Cellular: 4,100 employees• Salesforce: 4,000 employees• Meta: 3,600 employees• Paramount: 3,000 employees• Oracle: 3,000 employees• ConocoPhillips: 3,000 employees• Santander US: 2,000 employees• Hewlett Packard: 2,000 employees• Morgan Stanley: 2,000 employees• Target: 1,800 employees• Workday: 1,750 employees• General Motors: 1700• PwC: 1,500 employees• Dow Inc.: 1,500 employees• Walmart: 1,500 employees• Applied Materials: 1,444 employees• Blue Origin: 1,400 employees• Goldman Sachs: 1,395 employees• Indeed and Glassdoor: 1,300 employees• Starbucks: 1,100 employees• International Paper Co.: 1,100 employees• Kroger: 1,000 employees• Spirit Airlines: 1,000 employees• Ford: 1,000 employees• Block: 931 employees• Wayfair: 730 employees• Bridgestone Americas: 700 employees• Chewy: 650 employees• Blue Diamond Growers: 600 employees• Sarepta Therapeutics: 500 employees• CrowdStrike: 500 employees• Chegg: 388 employees• Portland General Electric: 330 employees• Alaska Air/Hawaiian Airlines: 252 employees• Cisco: 221 employees• Tenneco: 140 employeesSource: StockMarket.News
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The PC market faces rising memory chip prices and tight CPU supplies, but Acer Chairman Jason Chen said he still expects demand in the 2nd half of 2025 to be better than the first due to seasonal factors such as back-to-school and holiday demand, media report. 1/2 $Intel(INTC.US) $AMD(AMD.US) $Dell Tech(DELL.US) $HP(HPQ.US) $LNGVY #Acer #Asustek
Source: Dan Nystedt
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AI server orders have not been affected by US tariffs, said Wistron CEO Jeff Lin, media report, adding demand remains so strong that AI servers continue to be in short supply. Wistron has not made any adjustments in production due to tariffs, as its global locations provide flexibility. He said big clients are not considering US production for consumer devices like laptops, PCs, smartphones, due to far higher costs. $Dell Tech(DELL.US) $HP(HPQ.US) $Super Micro Computer(SMCI.US) $Oracle(ORCL.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US)
Source: Dan Nystedt
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The world’s 3 leading PC vendors, Lenovo, HP and Dell, are all reportedly planning computer factories in Riyadh, Saudi Arabia, in response to US tariffs, DigiTimes reports, noting Lenovo led the way with a US$2 billion agreement with Alat. Saudi Arabia enjoys the minimum reciprocal US tariff rate of 10%. It is reportedly offering subsidies, government orders, possible investments, to attract manufacturers. $Dell Tech(DELL.US) $HP(HPQ.US) $Lenovo Group(LNVGY.US) #SaudiArabia #Lenovo #PCs
Source: Dan Nystedt