Jim Cramer Discusses These 10 Stocks & Says “Traders Are Dumb As Wood”

8. Dell Technologies Inc. (NYSE:DELL)

Number of Hedge Fund Holders In Q4 2024: 63

Dell Technologies (NYSE:DELL) is one of the most well-known computer hardware firms in the world. It caters to the needs of the personal and enterprise computing industries. Dell Technologies (NYSE:DELL)’s enterprise exposure has meant that the stock has fluctuated in response to investor perceptions about the firm’s AI exposure. In his previous comments about the firm, Cramer has expressed confidence in the firm’s CEO Michael Dell. His latest comments about Dell Technologies (NYSE:DELL) built on the sentiment:

“Now Dell is selling at nine times earnings. Now if they decide to tariff everything that Dell brings in our shores. Then it’s not selling at nine times earnings. Because it’s not gonna have those kinds of earnings. It’s gonna turn out to be much more expensive. So people don’t know what to do. I look at Dell’s cash flow, it is just huge. I look at what Michael Dell is saying about the second half of the year. And these data centers which are just chock-full and the spending is incredible. And I say, you can override whatever people are thinking. But that means you have to buy it in the teeth of a selloff. And people are much more comfortable buying up than they are buying down. And that is a major mistake that we have to break people off. . .”