My God, HPE now up 38% afterhours.

所有跟帖： 

• 怎么“所有” AI 基础建设的公司revenue都是暴涨？谁在付这些账单？哈哈哈 -三心三意- ♂ (0 bytes) () 06/01/2026 postreply 13:59:02

• Alphabet to raise $80 billion from stock sales to fund AI -八落- ♂ (0 bytes) () 06/01/2026 postreply 14:03:33

• That is the answer then: debt + share dilution to fund AI -三心三意- ♂ (0 bytes) () 06/01/2026 postreply 14:07:12

• crazy market... -blinkingstar- ♂ (0 bytes) () 06/01/2026 postreply 13:59:24

• 48% now -云熙呢喃- ♂ (0 bytes) () 06/01/2026 postreply 14:02:13

• 这周还有AVGO的重磅ER。别涨到500啊 -三心三意- ♂ (0 bytes) () 06/01/2026 postreply 14:04:30

• I sold 390 Puts on this one. Must've been too conservative:( -八落- ♂ (0 bytes) () 06/01/2026 postreply 14:06:25

• Why didn't you roll up? can always roll down if trend shift -三心三意- ♂ (0 bytes) () 06/01/2026 postreply 14:08:03

• still got two days to do it : ) -八落- ♂ (0 bytes) () 06/01/2026 postreply 14:09:09

• 你们还是没有搞清楚sell put 的数学模型 -三心三意- ♂ (0 bytes) () 06/01/2026 postreply 14:08:55

• 我建议，花2天时间认真学懂delta和Theta -三心三意- ♂ (0 bytes) () 06/01/2026 postreply 14:10:01

• yes, sir! -八落- ♂ (0 bytes) () 06/01/2026 postreply 14:15:50

• AVGO 474 now! -marilyn- ♀ (0 bytes) () 06/01/2026 postreply 14:09:28

• nice~~ -bogbog- ♀ (0 bytes) () 06/01/2026 postreply 15:33:39

• 晕，我 收盘卖了一半降低风险。后悔到哭 -家里好- ♂ (0 bytes) () 06/01/2026 postreply 14:36:05

• 太高不敢赌，本来27号研究一下觉得季报会不错，但是还是没敢，好在有些smci沾点光。以后要认真看你的帖子 -Wendy_light- ♀ (0 bytes) () 06/01/2026 postreply 15:27:57

• 恭喜你赶上HPE的车了。我今天只买了仓位0.25%的leap call赌的玩，没想到也会这么猛。不过看他2027 -aloevera- ♀ (366 bytes) () 06/01/2026 postreply 17:12:08

• It's all about expectation. Before ER, 花街对它FY27年的业务增速预期是6% -三心三意- ♂ (0 bytes) () 06/01/2026 postreply 17:44:15

• That makes sense. Still, this kind of growth in 2027 does -aloevera- ♀ (43 bytes) () 06/01/2026 postreply 18:24:48

• After ER，现在Dell和HPE的股值都开始偏高了 -三心三意- ♂ (0 bytes) () 06/01/2026 postreply 17:46:45

• DELL还好涨到$500应该可以，HPE偏高了。 -aloevera- ♀ (0 bytes) () 06/01/2026 postreply 18:26:19