On Tuesday, August 11, 2026, Jim Cramer posted on X telling CNBC Investing Club members to “check inbox for multiple moves”. The specific trades were sent only to paying subscribers. Free commentary over the following 72 hours maps onto the AI infrastructure trade dominating 2026.
The backdrop matters. The VIX closed at 15.28 on the day of the alert and has since drifted lower, so this was not a panic moment. Cramer framed the setup on Mad Money as a sector reset, telling viewers that “the best time to buy was when situational awareness was forced to sell its holdings in that Reagan moment. But the prices are still below their peaks and now they seem primed to go higher.” The forced-selling characterization is his, not ours.
Selective on the Hardware Names
Hours after the alert, Cramer marked the AI server trio. On X at 5:14 PM ET on August 11, he wrote: “SuperMicro helps the cause, too, but i am not a fan. Dell’s better, so is HPE!”
Super Micro Computer
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) reported Q4 FY2026 revenue of $11.12 billion, missing the $11.56 billion consensus by 3.83%, while non-GAAP EPS of $1.70 beat the $0.96 estimate by 77.55%. CEO Charles Liang cited “more than $60 billion in new orders” and a record backlog entering fiscal 2027. Overhangs include a board review of export-control transactions and negative operating cash flow of $6.8 billion tied to working capital build.
Dell Technologies
Dell Technologies (NYSE:DELL) posted Q1 FY27 revenue of $43.84 billion (up 87.5% YoY) and non-GAAP EPS of $4.86 versus a $2.96 estimate. AI-optimized server revenue reached $16.13 billion, up 757% YoY, with $24.4 billion in AI orders booked in the quarter. Full-year AI server guidance sits near $60 billion. Shares are up 288.46% year to date through August 12.
Hewlett Packard Enterprise
Hewlett Packard Enterprise (NYSE:HPE) delivered Q2 FY26 revenue of $10.68 billion (up 40% YoY) and non-GAAP EPS of $0.79 versus guided $0.51 to $0.55. Networking revenue of $2.69 billion rose 148.2% YoY as the Juniper integration accelerated. Management raised full-year non-GAAP EPS guidance to $3.35 to $3.45. HPE shares gained 10.47% in the week ending August 12.
Defending Nvidia’s Chip Value
On Wednesday’s Mad Money, Cramer addressed skeptics of Nvidia (NASDAQ:NVDA) GPU residual value in GPU-backed securitization: “These chips aren’t like cars that lose half their value the moment they drop off a lot. They’re more like fine jewelry.” He credited CUDA and the developer ecosystem for keeping “9-year-old chips” valuable. According to Nvidia’s Q1 FY27 press release, data center revenue reached $75.25 billion, up 92% YoY, and the company authorized an $80 billion buyback. Shares are up 20.3% year to date.
Constructive on Cisco
At 9:22 AM ET on Thursday, August 13, Cramer posted: “Cisco is much better than expected- and is very conservative at the start of the new fy…always..” Cisco Systems (NASDAQ:CSCO) reported Q4 FY26 revenue of $17.25 billion (up 17.6% YoY) and non-GAAP EPS of $1.22 versus $1.17 consensus. AI orders totaled $4.0 billion in Q4 and $9.3 billion for the full year, with FY27 AI infrastructure revenue guided to roughly $7.5 billion. Cramer’s CNBC Investing Club has a semis call scheduled for noon ET Thursday.
What Retail Investors Should Take Away
Chasing a paywalled alert without seeing the ticket is a poor plan. The through-line of Cramer’s free commentary is more useful: he sees AI infrastructure demand as durable, prefers diversified enterprise vendors in servers, and defends Nvidia on residual value grounds. On Monday’s Mad Money he offered the frame retirees should hold onto: “I think people should always be investing for growth and some for dividend and then some for bonds. There may not be a retirement age when it comes to stocks.” Keep the mix, keep an eye on the stocks at your own pace, and let the public record do the work the paywall will not.
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