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+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

Elon Musk

+5

SpaceX IPO: Spectacle guaranteed. But not for me.

Jun 5, 2026

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3 min read

SpaceX IPO: Spectacle guaranteed. But not for me.

The countdown to the biggest IPO in history is running. On June 12, SpaceX debuts on the Nasdaq under the ticker SPCX. It will be a spectacle. For now, I'll be watching from the sidelines.

Thomas Behnke
Thomas Behnke

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