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researcher59

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Re: littlejohn post# 112636

Tuesday, 04/30/2024 11:31:42 PM

Tuesday, April 30, 2024 11:31:42 PM

Post# of 114131
SMCI has a market cap of $50B, HPE is a mere $22B while DELL is $88B ....

HPE, Hewlett Packard Enterprises, has a forward PE of only around 9, so if they snatch some market share from SMCI and become viewed as an AI server growth story, the stock could see a lot of multiple expansion.
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