HPE lowkey might be one of the easier AI plays rn.
Everyone thinks it’s just some dusty old enterprise hardware company but they’re selling AI servers/networking to huge companies and governments while trading way cheaper than most AI names.
They’re basically selling the picks and shovels for the AI boom:
\- servers
\- networking
\- storage
\- cloud infrastructure
And they benefit every time companies buy more NVIDIA GPUs.
Stock still trades like it’s 2018 meanwhile AI backlog keeps growing.
Not saying this is the next NVDA or some 10x meme runner, but feels mispriced for how much AI exposure it actually has.
Plus dividend while you wait lol.
