Focus on the AI order backlog: After the strong figures of the competitor $DELL (-3.96%) in the previous week, the market is extremely excited about HPE's AI order backlog (recently over 5 billion).
Growth driver "Agentic AI". Attention is being paid to specific customer reactions and book figures for the new ProLiant Compute DL394 Gen12 server (with the $NVDA (-2.63%) Vera CPU design). HPE is positioning this hardware as the foundation for autonomous AI agents in companies.
@emppsb I have set a trailing stop loss and will let the position run wherever it goes. Unlike $HPQ, I wasn’t particularly impressed by the fundamentals, although there is a growth story behind it. That is too speculative for my taste to hold through difficult periods. That’s why the stop loss.
