In this article, we will look at 5 Stocks on Jim Cramer’s 5 Stock Calls: Constellation Energy, Qnity, and the Strength of the Data Center Complex. Please visit Jim Cramer’s 21 Stock Calls: Micron, Affirm, and the Strength of the Data Center Complex, if you’d like to see the extended list and methodology behind it.
5. Under Armour, Inc. (NYSE:UAA)
Under Armour, Inc. (NYSE:UAA) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer showed optimism toward the stock, as he said:
At the same time, we get earnings from not one, but two sports apparel plays: On Holding and Under Armour… But Under Armour, I think the turnaround is here, and you can still get in before CEO Kevin Plank really fires up the engine. Too many people still wear that distinctive Under Armour insignia all over the place, decorating a hat or a shirt, for me to write this guy off.
Under Armour, Inc. (NYSE:UAA) develops and distributes performance apparel, footwear, and accessories for a wide range of athletic and casual uses.
4. On Holding AG (NYSE:ONON)
On Holding AG (NYSE:ONON) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer expressed concern about the stock, as he commented:
At the same time, we get earnings from not one, but two sports apparel plays: On Holding and Under Armour. Now, I’m worried about On. Some very quick management turnover there without a lot of explanation.
On Holding AG (NYSE:ONON) designs and distributes athletic footwear, clothing, and accessories for performance sports and everyday activities. During the lightning round of the April 8 episode, a caller asked about the stock, and Cramer responded:
You know what? First of all, thank you for calling in, but it lost its CEO. I don’t understand how that happened. It was all very strange. I’m going to have to say, take a pass. I’m sorry, but I love you guys calling in, but I need to take a pass on On.
3. Venture Global, Inc. (NYSE:VG)
Venture Global, Inc. (NYSE:VG) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer highlighted the stock’s pullback, as he remarked:
What… is wrong with this stock of this Venture Global, one of the best ways to invest in America’s worldwide edge on natural gas. Even though the stock’s still up huge for the year, it’s pulled back about 20% over the past month, I guess, because people feel peace is bad for them. I’m not so sure about that. $11 seems right to me.
Venture Global, Inc. (NYSE:VG) develops and operates LNG facilities and handles natural gas liquefaction, transport, shipping, regasification, and sales. During the April 16 episode, a caller mentioned that they were planning to sell their VG shares for BKV. The Mad Money host replied:
Oh, jeez, I like Venture Global. I think Venture Global could, you know, I didn’t like it initially, but it’s come down. It’s, look, the world is going to be a changed place. Venture Global has the LNG, the carriers. I’m saying don’t make that move.
2. Qnity Electronics, Inc. (NYSE:Q)
Qnity Electronics, Inc. (NYSE:Q) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer expects a “strong set of numbers,” as he said:
Searching for an unheralded semiconductor play, I got one here. It’s called Qnity. Yes, Qnity Electronics reports Tuesday morning. This spinoff from DuPont makes materials that are integral to all kinds of semiconductors. The stock’s had a big run, but I think we’re still going to get a strong set of numbers that might justify the move.
Qnity Electronics, Inc. (NYSE:Q) provides materials and chemical solutions used in the manufacturing of semiconductors and electronic components. Cramer mentioned the stock during the April 27 episode and stated:
After today’s pullback, the SOX is up 46% above its 200-day moving average, not perfect. At the end of February 2000, SOX was up 96% from its 200-day moving average. Alright, we’re not even half as overextended as we were back then. So I, look, I’m concerned too, okay? I don’t like rapid moves, I don’t like parabolic moves, and lately we’ve seen a lot of parabolic moves all over the market, and those are worrisome.
I don’t want to overreact, but we’ve been taking some action around the edges for the Charitable Trust on the sell side… For example, last Thursday, the Charitable Trust trimmed some of its position in Qnity Electronics. That is a DuPont spinoff that makes specialized materials for semiconductors, and it rallied 30% from March 30th to April 23rd. No, too fast.
1. Constellation Energy Corporation (NASDAQ:CEG)
Constellation Energy Corporation (NASDAQ:CEG) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer started his game plan with the stock, as he commented:
We need a game plan for next week, and I happen to have one… Look at this. The week starts with an energy supplier that’s no stranger to tech. It’s Constellation Energy. That’s the nuclear heavy power generator that the big tech companies, they want to use it to power the data centers because nuclear is carbon-free. The earnings have been fine. It’s the zeitgeist that matters there.
Constellation Energy Corporation (NASDAQ:CEG) produces and supplies electricity, natural gas, and sustainable energy solutions through nuclear, wind, solar, natural gas, and hydro assets. Cramer discussed the stock in light of its valuation during the February 2 episode, as he remarked:
Next, the fifth worst performer last month was Constellation Energy. It’s the independent power producer with a ton of nuclear exposure. Stock’s lost more than 20% last month. Trump administration announced a plan to make energy more affordable in the Mid-Atlantic region by calling for $15 billion in investments in new power plants, as well as caps on how much existing plants can charge for electricity. Not great. Now, I do think Constellation’s worth buying into weakness because new power plants take ages to build, and price gouging’s never been a part of their strategy. At 24 times forward earnings, you know what, I like this one.
While we acknowledge the potential of CEG to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CEG and that has 100x upside potential, check out our report about the cheapest AI stock.
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