Jim Cramer sees potential in Hewlett Packard beyond just assembling NVIDIA products

Jim Cramer discussed Hewlett Packard Enterprise Company (NYSE:HPE) as one of the 16 stocks in his trading strategy for H2 2025. HPE shares initially dropped by 4.6% year-to-date but surged 11% in June after receiving approval for its Juniper Networks acquisition. Cramer highlighted HPE’s potential beyond being just an NVIDIA assembler.

After Hewlett Packard Enterprise’s latest quarter, Cramer expressed caution, noting the stock’s volatility. He emphasized the need for significant business improvement or activist intervention for a turnaround. While acknowledging HPE’s investment potential, Cramer suggested Dell as a superior option currently.

Despite recognizing HPE’s value, the focus remains on AI stocks with greater growth potential and lower risk. An opportunity for an undervalued AI stock, benefitting from Trump tariffs and onshoring, is highlighted in a free report. For more insights, explore the “20 Best AI Stocks To Buy Now” and “30 Best Stocks to Buy Now According to Billionaires.”

Disclosure: None. Source: Insider Monkey.

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