I wonder if we will say this is the era when Dell took over the computer space, says Jim Cramer

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When we look back, I wonder if say this was that moment when Dell simply took over the hardware computer space with one of the biggest blowouts I could ever recall. On a day when the Dow jumped 363 points, SB advanced 222% the NASDAQ gained 21%. Dell with a [snorts] 102 point gain or 32% one session defined today creating still one more day of tech strength.

Even if we did see some recent winners get hit with a bizarre round of profit taking at the END OF THE DAY. DELL'S quarter was a true surprise and Michael Dell should be very proud. But there's one great tech quarter after another in May that we saw great results and nearly all them were connected to the same thing, the data center in some way, shape or form.

Today from Dell, we actually saw some stunning strength in a host of software companies that have underperformed of late. I'm talking about stocks like Service Now, Atlassian, Salesforce, Microsoft, all of which were simply they gave you some magnificent performances as if nothing were ever wrong with them and they'd been punished almost the whole month.

Their gains were in some ways as shocking as the decline to some of the great hardware leaders by in the last few minutes of today's session. At Dell, they saw incredible strength across all their businesses. But the fastest growing saving came from Dell's partnership with Nvidia, the AI pioneer with a stock that's been a bizarre underperformer of late, including today where the company stock fell four points in the last few minutes of the trading session and finished down an ugly $3.

It was a wild and inexplicable fall for the largest stock in the world. I didn't think it collapsed so fast on no news. No news at all. Maybe that's a good place to start our game plan then because the week begins on Sunday night when Jensen Wong, the CEO, gives his annual Computex talk in Taiwan. Maybe something he says could reverse today's inexplicable decline.

This year, Jensen plays host with some of his favorite partners, including Renee Hos at Arm Holdings. That stock held up. Matt Murphy from Marll Intel's Lip Boutan, that stock did not hold up. and Qualcomm's Cristiano Computex has been a stake in the ground mo for many years now for Jensen Wong and I think he may unveil something special here.

Now why do I feel that way? We got a potential hint when Nvidia's official X account posted a cryptic tweet teasing quote a new era of PC. The account for Microsoft Windows posted the same message grasping at straws doing everything I can for you. Maybe what we saw in late day trading was some sort of end of the month rebalancing out of some semis and into depleted software.

Let's hope Nvidia can give investors a reason to get excited again. Don't miss a second of MadMoney. Follow Jim Kusic] madmoney.cnbc.com.