Kai Capital

BREAKING: A diplomat involved in US-Iran peace talks says Israeli strikes on Beirut, Lebanon, today have created issues with finalizing a deal, per Fox News. The diplomat says the strikes are an attempt to "sabotage President Trump's deal and drag the US back into war." Yesterday, President Trump said a peace deal was scheduled to be signed today.

JUST IN: Michael Burry bought more $PYPL and $ADBE.

There are currently 16 public companies worth more than $1 Trillion 🥇 Nvidia $NVDA - $5T 🥈 Google $GOOGL - $4.4T 🥉 Apple $AAPL - $4.3T 4: Microsoft $MSFT - $2.9T 5: Amazon $AMZN - $2.6T 6: Taiwan Semi $TSM - $2.2T 7: SpaceX $SPCX $2.1T 8: Broadcom $AVGO $1.8T 9: Saudi Aramco - 1.8T 10: Tesla $TSLA - $1.5T 11: Meta Platforms $META - $1.4T 12: Samsung - $1.4T 13:Micron $MU - $1.1T 14: Berkshire Hathaway $BRK.B $1.1T 15: Eli Lilly $LLY - $1T 16: SK Hynix - $1T

Everyone's talking about $NVDA and $MRVL for AI infrastructure. Nobody's talking about $HPE and its One of My Main convictions right now. Here's why: June 1st HPE dropped the best quarter in their history as a standalone company. AI infrastructure revenue up 52% YoY. Networking revenue up 148%. EPS of $0.79 -they guided $0.51–$0.55. GreenLake ARR crossed $2.1B for the first time. AI server backlog hit $4.6B. Stock surged 26% in a single session. Here's the thesis most people are missing: HPE isn't just a server company anymore. The $14B Juniper Networks acquisition which finally closed July 2025 after a DOJ fight has turned HPE into a nearly full-stack AI rack provider. Servers AND networking under one roof. That's a fundamentally different company than it was 12 months ago. The enterprise AI buildout is the second wave. Hyperscalers already built. Now governments and enterprises are racing to build on-premise AI factories with strict data governance requirements. That's exactly where HPE wins: they pair NVIDIA-powered ProLiant Gen12 servers with GreenLake's pay-as-you-go model for sensitive workloads that can't go to the cloud. Stock is sitting at ~$48 today. Goldman raised their target to $79. Argus raised to $70. Forward P/E of 17.6x which is one of the lowest in its peer group. Bears will point to insider selling and elevated debt. Both are real risks worth watching. But the backlog is $4.6B and AI order inflows doubled YoY. That's not hopium. That's a pipeline. $HPE NFA