According to @StockMKTNewz, Jim Cramer said on CNBC he is not a fan of Super Micro SMCI due to ongoing accounting issues, stating accounting regulations equal sell and that he would buy Dell instead, source: @StockMKTNewz on X, Sep 9, 2025. The comment signals a bearish stance on SMCI tied to accounting concerns and an explicit preference for DELL, which is trading-relevant for rotation between AI server equities, source: @StockMKTNewz on X. No cryptocurrencies were mentioned, and the post references only SMCI and Dell, indicating no direct crypto market impact from this remark, source: @StockMKTNewz on X.

According to The Kobeissi Letter, Super Micro Computer stock (SMCI) declined over 16% following its Q2 2025 earnings release, which fell short of market expectations. This significant price drop could impact related sectors and tech-focused crypto assets, especially those correlated with AI and data center infrastructure investments, as investor sentiment shifts in reaction to weaker financial performance. Source: The Kobeissi Letter.

According to @KobeissiLetter, Super Micro Computer (SMCI) stock plunged over 16% following the release of weaker than expected Q2 2025 earnings. This significant decline in SMCI, a key supplier of high-performance servers used in AI and blockchain infrastructure, could dampen investor sentiment in related tech and crypto equities. Traders should monitor SMCI's performance as it may signal broader volatility across AI-driven crypto stocks and influence capital flows into blockchain projects reliant on advanced computing hardware. Source: @KobeissiLetter.