Starting the lightning round of Mad Money on September 28, a caller inquired about Super Micro Computer, Inc. (NASDAQ:SMCI), and Jim Cramer replied: Okay, Super Micro is an inexpensive company; it looks like it. But I'd rather tell you I think there's major structural problems internally in that. That's why I like Dell, which has really been a monster. Both companies are benefiting from heavy AI infrastructure spending. Super Micro generated $39.1 billion in fiscal 2026 revenue, up 77.8% year over year, while full-year gross margin declined to 10.8% from 11.1%. Dell Technologies Inc. (NYSE:DELL) generated $47 billion of revenue in the second quarter of fiscal 2027, up 58%, and raised its full-year revenue outlook to $192 billion.
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