During the September 8 episode of Mad Money, a caller asked for thoughts on Super Micro Computer, Inc. (NASDAQ:SMCI), noting a large backlog, gross profit improvement, and low valuation despite owning 200 shares. Jim Cramer replied: Okay, so SMCI, to me, has some irregularities that are related to accounting. I cannot recommend it. I see the momentum, absolutely, but you know what? I've been saying buy Dell, and I think Dell's better than Super Micro, and I am sticking by that. I think it's quite, even after this big run, it's still very, very attractive. Cramer's position on SMCI is consistent with earlier comments. On March 17, he said to a caller, "You're buying Dell. You're not buying SMCI; you're buying Dell. I've had enough.
我们公开展示核心要点。创建免费账户后可继续阅读全文、保存、讨论，并结合市场和 OSINT 背景分析。