Feb. 25 at 12:24 PM
$HPE this stock is flying under the radar, out of
$SMCI and
$DELL HPE has the better margins expansion. With
$JNPR fully under HPE and market cap of only
$26B there’s so much more room for growth.
$HPE has a backlog similar to what
$SMCI has last quarter, and with the transition to being the 2nd largest networking company market cap should be closer to
$40B+. Accumulate before the next ER report.