Hewlett Packard Enterprise Comp (HPE) News

One of my mentors told me. “Listen to the experts in your field, stop thinking you know everything because you don’t” Must constantly humble your self. Whilst at the same time remembering you are that motherfucker $MU $STX $HPE $DELL Core holdings^

TOP GAINERS – SEP 11, 2026 S&P 500: 1. $HPE +12.44% 2. $DELL +11.98% 3. $NTAP +8.54% 4. $ON +8.51% 5. $HPQ +8.40% COIN50: 1. $RAY +22.6% 2. $NEAR +10.4% 3. $JUP +11.1% 4. $AERO +9.8% 5. $ETH +8.8%

$HPE $XLF $ZETA

AI compute + tokenization + regulated rails is exactly where the puck is going. $AXG positioned at that intersection is not random. #candid $HPE $ONDO

$1B+ stablecoin and fiat volume with real revenue behind it. Most projects brag about pipeline; AXG posts numbers. Quietly compounding is the best kind. 🔥 #brosis $HPE $LDO

Oracle’s $90B-$95B AI infrastructure plan sent $DELL and $HPE up about 11%, while $SMCI gained as traders reassessed demand for data-center hardware. $ORCL $SPX

ALTCOIN GAINERS ARE GRINDING… BUT CKB & COTI DIDN’T GET THE MEMO. 😂⚡** $CKB +6.29% 🟢 $COTI +6.20% 🚀 Meanwhile… $KAVA +4.15% 📉 $ORDER +4.37% $HPE +4.50%$UAI +4.60% CKB & COTI casually leading the pack with +6% gains while everyone else is stuck under 5%. 😭😂 Who flips higher next? 👀📈

If I were a betting man, I’d bet CPI and PPI come in cooler than expected. No rate hikes. We hold rates until after midterms. What is everyone else anticipating? $TSLA $BULL $GRAB $SOFI $HIMS $OPEN $ACHR $TTD $FIG $SPCX $HPE

TOP GAINERS – SEP 9, 2026 S&P 500: 1. $DDOG +7.15% 2. $META +6.55% 3. $HPE +5.12% 4. $HCA +4.93% 5. $AKAM +4.87% COIN50: 1. $XTZ +9.1% 2. $ZEC +8.5% 3. $NEAR +7.5% 4. $RAY +13.3% 5. $ATOM +5.1%

My momentum model picked 4 stocks this month: $MU $STX $DELL $HPE That's not diversification. That's one bet wearing four tickers. Memory pricing and AI hardware demand drive all of them. The model can't see that. Rules are rules. I'm taking it.

September 8 Market Recap The indices were slightly lower yesterday, with $NDX -0.1%, $ARKK -0.2%, $RUT -0.5%, $SPX -0.6%, and $DJI -1.2%. Nothing really changed in the bigger picture. The market is still moving sideways and staying pretty choppy. On the theme side, some parts of AI infrastructure stood out again. Neoclouds ( $IREN $NBIS $CRWV ), AI servers ( $DELL $HPE ), and chip design ( $AMD $QCOM ) had a good day after also finishing last week strong. Memory ( $MU $SNDK ) was more flat yesterday after breaking out last week. Still one of the stronger parts of the AI trade and worth keeping an eye on. On the weaker side, software, cybersecurity, biotech, and fintech were near the bottom. Crypto was mostly flat as well. So for now, some parts of the AI trade are starting to stand out again, while the other growth themes remain weak. The question is whether AI infrastructure can turn this into sustained leadership or if this is just another short-term rotation inside the range. A couple of names also caught my attention. $AMD broke its trendline, while $INTC got a Trump-driven pump. Worth watching to see if that strength sticks.