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Jim Cramer Says on Super Micro: “Buy Dell, Sell SMCI”
Yahoo Finance· 2025-10-29 23:40
Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the stocks Jim Cramer recently provided insights on. When a caller asked about the stock during the lightning round, Cramer said: “Yeah, I know they keep saying things are great, but I’m going to tell you something. I want you to sell that stock and I want you to buy the stock of Dell right here tomorrow morning, okay? Buy Dell, sell SMCI.” A technical stock market chart. Photo by Energepic from Pexels Super Micro Computer, Inc. (NASDAQ:SMCI) designs ...
Jim Cramer Recommends Buying Dell Over Super Micro
Yahoo Finance· 2025-09-12 12:55
公司业务与定位 - 公司为人工智能和数据中心应用提供模块化服务器和存储系统以及相关管理软件和部署服务 [2] 分析师观点与股价表现 - 在5月份的分析中 分析师认为公司的会计问题似乎已成为过去 分析师开始重新推荐该股票 [2] - 与整个同类公司群组相比 公司股票相对便宜 但比戴尔公司更昂贵 [2] - 分析师表示更喜欢戴尔 但认为公司股票可能有更大的操作空间 [2] - 自上述评论以来 公司股价下跌约4.6% [2] 历史会计问题 - 公司历史上存在会计问题 分析师曾因此建议出售其股票 [1] - 分析师曾表示无法推荐建仓 因为公司仍存在会计问题 并认为会计监管问题等同于卖出信号 [1]