HPE directional thesis
The most boring company in the world is suddenly pumping on triple-digit data center growth, and now AI tools let regular people understand stories like this that they'd never have touched before.
“some of these stocks that are, that are pumping, like HPE, you know, like I used to trade this thing back when I was at a hedge fund. It is the most boring company in the world.”152:16claim_id
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