Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Dell Technologies didn't make the cut. Shares of Super Micro Computer (NASDAQ:SMCI) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. Super Micro Computer stock had entered the earnings report as the group laggard, up just 8% year to date (YTD). Dell Technologies stock is up 250% YTD, HPE shares are up 126%, and the IYW ETF is up 25%. Super Micro Computer stock's rally today is a catch-up trade on top of a broader AI infrastructure re-rating.