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HPE

Hewlett Packard Enterprise Comp

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Please Nvidia buy a 5% stake on HPE so finally my calls do something 
Any thoughts on rotation into DELL, HPE or SMCI to catch some of those AMD headwinds? OpenAI isn't just going to buy a fucking box of chips... someone needs to install them.
HPE and Dell are both valid. I'm going with Dell based on some rumors of their increasing focus on AI servers (dev and sales) away from consumer.
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