Hewlett Packard Enterprise is simply too cheap to ignore!
The AI order backlog stands at $3.2 billion – the pipeline is many times larger
Cooperation agreement with active investor Elliott Management is positive


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Hewlett Packard Enterprise (HPE, i) is now my comeback favorite among the previously underperforming AI beneficiaries for several reasons: AI investments remain high. The partnership with NVIDIA has been deepened to better support companies in AI projects with turnkey products. The operating margin in the server business is expected to recover from 5.9% to 10% by the end of the year. On July 17, JPMorgan set a significant price target of $30 (Overweight) with a potential of over 40% and included the stock on the "Analyst Focus List." In addition...
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