Jim Cramer Discussed These 13 Stocks And Talked About Market “Froth” & Dotcom Bubble

5. Dell Technologies Inc. (NYSE:DELL)

Number of Hedge Fund Holders In Q2 2025: 54

Dell Technologies Inc. (NYSE:DELL) is one of the largest computer hardware companies in the world. The firm has exposure to the personal and enterprise computing industries. Dell Technologies Inc. (NYSE:DELL)’s exposure to server and data center development also allows it to experience catalysts from AI demand. Cramer discussed the firm’s CEO, Michael Dell, and chief operating officer, Jeff Clarke:

“Michael Dell popped into our meeting, and I was like, just congratulating him because this thing deserves a much higher multiple. After what happened yesterday, it gave up a lot of gains. But they presented a story where they essentially doubled the growth rate. And you know to me that’s a clarion call that you gotta go buy Dell. It’s not an expensive stock. Michael Dell and his family bought a huge amount of stock, as he said he would on Mad Money, when the stock dropped to 80, 90. Plus they reupped Jeff Clarke, who I think is one of the great unsung executives who does a lot of terrific stuff.”