Jim Cramer Says Dell Could Shine If Supermicro Already Did
As seen on the 24/7 Wall St. homepage on July 21, 2026.
Cramer signals Dell could capitalize on the same AI server tailwinds lifting Super Micro as both jockey for position in the booming data center build-out.
If Supermicro did that well Dell should be incredible
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- Reposts4
- Likes76
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Cramer's post on July 21 connects the dots between two of the most closely watched names in the AI server market. His logic is straightforward: if Super Micro Computer (SMCI) put up strong results, Dell (DELL) — a larger, more diversified player competing in the same data center hardware space — should be positioned to do even better when its own numbers come in.
Both companies are competing for a share of the massive infrastructure buildout driven by demand for AI computing. The commentary reflects a broader investor thesis that the tailwinds lifting one server maker should, in theory, benefit rivals chasing the same enterprise and hyperscaler customers.
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Cramer's post drew 58 replies and 76 likes, suggesting the comparison resonated with traders watching both stocks. Whether Dell delivers on that setup remains the key question heading into its next earnings report.