Dell Technologies Inc. (NYSE:DELL) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer mentioned the company during the episode and said:
And look, it’s not just Meta. We all kick ourselves for missing out on winners that seem obvious in retrospect. I wish I’d bought Dell for my Charitable Trust a hundred points ago.
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Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories. During the May 5 episode, Cramer highlighted the stock while discussing AI plays, as he remarked:
Then there’s the infrastructure. That’s all about Dell, which makes the servers, the AI factory, if you will. Vertiv for cooling. Corning for the connecting fiber, as well as Arista, Ciena, Cisco for the networking equipment.
While we acknowledge the potential of DELL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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