In this article, we will discuss: Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. For more stocks, you can head to Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 5 Stocks.
One sector that’s suddenly come into the spotlight when it comes to AI investing is the computer storage sector. Shares of storage manufacturers have posted stunning returns, and their performance hasn’t missed Jim Cramer’s attention either. In a recent tweet, the CNBC TV host commented that the performance was not cyclical and could sustain over the long term. Cramer added that the performance had also come as a surprise to many:
“Wherever i go i am hearing execs admit that the move in Samsung/SanDisk/CPU/WDC complex et. al. is secular, part of a new compute economy based on a.i. than it is cyclical. These are rare moves that befuddle the marketplace.”
Our Methodology
For this article, we compiled a list of stocks that Jim Cramer discussed during the episode of Squawk on the Street aired on May 4th and tweeted about. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2025, which was taken from Insider Monkey’s database of 1,000 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
17. Corning Incorporated (NYSE:GLW)
Number of Hedge Fund Holdings in Q4 2025: 85
Corning Incorporated (NYSE:GLW) is one of Cramer’s favorite stocks in the data center space. The firm is a glass manufacturer that serves the needs of the telecommunications and consumer electronics industries. Corning Incorporated (NYSE:GLW)’s stock is up by a whopping 302% over the past year and by 98% year-to-date. Bank of America raised the share price target to $186 from $155 and kept a Buy rating on the stock. Similarly, Morgan Stanley raised the target to $140 from $127 and kept an Equal Weight rating. The bank outlined that Corning Incorporated (NYSE:GLW) could benefit from a sustained enthusiasm about its industry. In his recent comments about the company, Cramer commented that the firm was part of his charitable trust and added that fiber was going to take over. This time, he discussed Corning Incorporated (NYSE:GLW) in a tweet and remarked:
“Corning will increase mfg capacity by 10x expand US fiber production capacity by more than 50%–club number”
16. Caterpillar Inc. (NYSE:CAT)
Number of Hedge Fund Holdings in Q4 2025: 86
Industrial equipment manufacturer Caterpillar Inc. (NYSE:CAT) is a stock that frequently surfaces on Jim Cramer’s radar. Its shares are. up by 187% over the past year and by 53% year-to-date. Bank of America discussed Caterpillar Inc. (NYSE:CAT)’s shares on April 24th. It raised the share price target from $825 to $930 and kept a Buy rating on the stock. BofA remarked that the company was experiencing tailwinds from the data center industry, which were affecting its Power & Energy business. The bank’s coverage came after Freedom Broker bumped Caterpillar Inc. (NYSE:CAT)’s price target to $710 from $700 and kept a Hold rating as it remarked that the firm’s environment could be more favorable than what the market believes. Caterpillar Inc. (NYSE:CAT) reported its first-quarter earnings at April-end. Its $17.42 billion in revenue and $5.54 in adjusted profit per share beat analyst estimates of $16.61 billion and $4.25. Cramer briefly commented on Caterpillar Inc. (NYSE:CAT)’s earnings report:
“Look at Caterpillar. That was one of the greatest, if not the greatest quarters that Caterpillar’s ever had. And a lot of it has to do with the data center!”
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