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AI Infrastructure

Networking

+4

HPE Stock: Up 130% and Still Cheap? Here's Why

Sep 11, 2026

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3 min read

HPE Stock: Up 130% and Still Cheap? Here's Why

HPE is up 130% this year. After a Goldman Sachs conference packed with AI talk, I'm more convinced than ever the valuation still has room to run.

Thomas Behnke
Thomas Behnke

Valuation

+4

Microsoft Stock: Technically Compelling, Too Rich For Me

Jul 31, 2026

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2 min read

Microsoft Stock: Technically Compelling, Too Rich For Me

Microsoft posts record numbers and the stock reclaims its 200-day line. Still, there's an elephant in the room for me that turns the valuation into a risk. Why I'm not buying.

Thomas Behnke
Thomas Behnke

Networking

+4

HPE Stock: Why I Bought In At This Valuation

Jul 10, 2026

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2 min read

HPE Stock: Why I Bought In At This Valuation

From servers to AI infrastructure, Hewlett Packard Enterprise is hitting several structural growth trends at once. Why I just built a position.

Thomas Behnke
Thomas Behnke

Growth Stocks

+5

Astera Labs: Up 342% in One Quarter. Here's Why I'm Still Not Buying.

Jul 3, 2026

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3 min read

Astera Labs: Up 342% in One Quarter. Here's Why I'm Still Not Buying.

Five customers generate 90% of revenue, and the P/E sits above 90 based on 2028 estimates. The best NASDAQ-100 stock of recent months has a profile few people question. I did.

Thomas Behnke
Thomas Behnke

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