Jim Cramer’s Comments on 25 Stocks Like Micron, Dell, and Playing the Recent Market Rotation

In this article, we will look at the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. The host of CNBC’s Mad Money said Wednesday that investors should use the market rotation to their advantage rather than getting caught up in the day’s moves.

At the beginning of a new quarter, hope always springs eternal. We almost always get a tremendous rotation out of the winners into the underperformers as people bet that the market has excessively punished the laggards and over-rewarded the prized possessions. Now, you can’t really see it from the averages… See, we need to ask ourselves if this rotation has staying power or if it’s going to burn out after a day or two. Historically, the latter is the more likely outcome.

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Cramer noted that many of these sharp reversals do not last. Pointing to gains in several food stocks, he questioned whether the packaged food sector was finally turning around. His answer was clear: “I think not.” He said the industry continues to face “structural headwinds here from GLP-1 to rising costs, shallow growth,” and added that those issues “are not going to change.” He went on to say, “These up moves, I believe, are ephemeral.”

But the bottom line here: While rotations don’t end in one session, they rarely last longer than two or three. You’re now getting a chance to sell the losers at a premium and switch to the winners at a discount. So often in this market, you look back, and you kick yourself that you didn’t take advantage of the breaks in the strongest stocks out there. I bet this is one of those breaks. Don’t blow it.

Our Methodology

For this article, we compiled a list of 25 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on July 1. We listed the stocks in the order that Cramer mentioned them.

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. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).

Jim Cramer’s Comments on 25 Stocks Like Micron, Dell, and Playing the Recent Market Rotation

25. Dell Technologies Inc. (NYSE:DELL)

Dell Technologies Inc. (NYSE:DELL) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted the missed opportunities in the stock. He stated:

Oh, then there’s two that I’m really embarrassed and even mortified to talk about: AMD and Dell. With AMD, the Trust had made a lot of money in this one, and we took the big profit, but I said, don’t worry about it, I’ll get right back in after another run. But the pullback never came, so I missed it.

Dell? I put Dell in the Trust bullpen, saying it should be bought on any dip, but it never dipped. This stock just exploded higher without me. I missed one of the greatest stories ever told, and I’m a four-decade supporter of Michael Dell. What do all these missed winners have in common? I was too skeptical. I was… too wary. I failed to consider where they could go and instead focused on where they had come from.

Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories.

24. Lam Research Corporation (NASDAQ:LRCX)

Lam Research Corporation (NASDAQ:LRCX) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer mentioned the stock during the episode and said:

Oh, how about the semiconductor capital equipment makers? Oh, did I ever know them well. I’ve been adamant that these companies own a huge amount of intellectual property. They’re the answers to the production needs of the Microns, the Seagates of the world, but did the Trust buy Applied Materials? Did it pick up some Lam Research? Did it even scrutinize KLA, all of which were on the show? No. I kept waiting and waiting for a break in their stocks, a break that never came. I whiffed.

Lam Research Corporation (NASDAQ:LRCX) develops equipment for depositing, etching, and cleaning semiconductor materials. It includes systems for tungsten and copper metallization, plasma and atomic-layer deposition, dielectric and conductor etch, and wafer cleaning. When a caller inquired about the stock during the March 20 episode, Cramer replied:

Oh yeah, yeah, yeah, yeah. I agree. Lam is the winner of what happened in Micron. People didn’t seem to notice. You buy, if you had to buy 100 shares, you buy 50 on Monday, okay? And then you wait, down 10%, and you buy another 50. You’ve got a winner in Lam Research.

23. Micron Technology, Inc. (NASDAQ:MU)

Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted the company as a “secular growth story.” He stated:

What should I have recommended? Well, how about 10 stocks that were easily in my grasp that I owe to you to tell you why I got them wrong. Why I didn’t say buy these stocks that turned out to be huge winners, because I knew them well, and I should have done so. First is Micron with the CEO, Sanjay Mehrotra, who was on the show last night. Oh, I could have caught Micron for you, as I believe in the data center-induced memory shortage, but I was caught up in the history of this group. I was concerned that Micron could have one of those cyclical downturns like it always seemed to have whenever the memory and storage makers ramp up the production.

That was textbook wrong. Micron’s become a secular growth story, not a cyclical story. The chip shortage is so severe because of the data center memory demand. This company’s been able to lock in excellent pricing for multiple years to come. It had never happened before.

So Micron was gettable, and the same goes for Seagate, Sandisk, Western Digital, which are all in the same business. But let’s do some serious, if not extreme, multi-year self-flagellation. As a hedge fund manager, I once owned 4.9% of Western Digital, and then it blew up in my face because, again, until very recently, this was a textbook boom and bust business. I knew the perils of owning it, and I let that history color my judgment, colored incorrectly.

Micron Technology, Inc. (NASDAQ:MU) develops memory and storage solutions, including DRAM, NAND, and SSD products, under the Micron and Crucial brands.

22. AST SpaceMobile, Inc. (NASDAQ:ASTS)

AST SpaceMobile, Inc. (NASDAQ:ASTS) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. A caller inquired what one should do if they do not have a position in the stock. Here’s what Cramer had to say:

I think it’s a great speculative stock. I really do… I think it can make money in two years. I would go for it. I really would, especially because it’s just taking that break.

AST SpaceMobile, Inc. (NASDAQ:ASTS) builds and operates the BlueBird satellite network. The company delivers space-based cellular broadband that connects directly to standard smartphones. An Investing Club member inquired about the stock during the June 18 episode, and Cramer responded:

Alright, now, we looked at all these satellite and rocket stocks and came back with a very mixed view of them because they’re so hit or miss. This one right now is on the miss cycle. Now, strangely, when in the miss cycle, I like them. When they hit… hit cycle, I don’t. This is low enough that I think you ought to take, it’s a flier, remember, you’re allowed to have, every five stocks, you can have one that is speculative. For every five stocks… of that I want rigor, you can have one that is just about your heart. How about that? And anyway, it is passion versus rigor, and it’s speculation versus pure investment. I don’t mind people having one of each and one of each.

21. Medline Inc. (NASDAQ:MDLN)

Medline Inc. (NASDAQ:MDLN) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. A caller asked if they should buy the stock, and Cramer replied, “I like that. Yes, yes. That is probably the best IPO of the year.”

Medline Inc. (NASDAQ:MDLN) supplies medical and surgical products for hospitals, surgery centers, and other healthcare facilities. During the January 16 episode, a caller asked about the stock and mentioned that they started their position at $39. The Mad Money host said:

I’m going to tell you about Medline. That stock is unbelievable. I think it is a [buy, buy, buy, buy, buy, buy, buy, buy, buy]. That’s nine buys, just for the record.

20. NuScale Power Corporation (NYSE:SMR)

NuScale Power Corporation (NYSE:SMR) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. When a caller inquired about the stock during the lightning round, Cramer remarked, “It’s too speculative for me. I like GEV… GEV is safer. GEV’s safer.”

NuScale Power Corporation (NYSE:SMR) provides advanced small modular reactor technology centered on its 77-MWe NuScale Power Module. During the December 15, 2025, episode, Cramer mentioned the stock and commented:

NuScale Power, which is trying to build small-scale nuclear reactors. Like the other nuclear plays, this company’s losing fortunes. Its stock, which at one time was at $57, is now at $17 and change, down just 3% for the year. I hope we can stay at that level, but it might not because, well, it’s got a pretty lofty evaluation still.

It is worth noting that since the above comment was aired, the company’s stock has declined by nearly 42%.

19. Moderna, Inc. (NASDAQ:MRNA)

Moderna, Inc. (NASDAQ:MRNA) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted the stock’s significant gains during the year, as he said:

If you look at the market’s best performers year to date, nearly all of them are either companies that sell hardware into the data center or companies that sell hardware to the hardware makers. But there’s one solitary exception in the top 15: Moderna, the biotech company best known for its COVID vaccine. Right now, Moderna’s the 12th best-performing stock in the S&P 500, up 146% year to date. Now, that is pretty impressive… The truth is, after spending years lost in the post-COVID wilderness, this company’s now got a lot going for it. I think the rally’s for real. I think the company’s for real now…

It’s no wonder that Moderna stock has caught fire; think about all these great things they’re doing. For the first time in a long time, the company seems like it is something to get excited about in the not too distant future. But, and this is a big but, let’s not forget that Moderna’s still losing money. In fact, they don’t expect to reach cash break-even levels until 2028. Actual earnings per share likely won’t turn positive until 2029. But the company is at last beginning to realize its true potential. Plus, while I found Moderna’s cancer trials very impressive, these are basically just cancer treatments. They’re not the personalized anti-cancer vaccines that management’s been talking about for years that got me so excited about the stock…

Let me give you the bottom line on this amazing story that wasn’t amazing for a long time: Even though Moderna’s still early on its turnaround, it’s hard not to be excited about what the company presented just last week. Moderna’s got a plethora of thoughtful new products and a clear roadmap to profitability for the first time in such a long time. Honestly, now, look, I am a bit wary of chasing any stock that’s up nearly 150%, but the truth is Moderna finally feels investible again. That said, I recommend waiting for a pullback, there probably will be one, before you buy. Take your time. I think Moderna’s got a bright future, though. It’ll take years to get there… For the first time in ages, I like having a position in Moderna.

Moderna, Inc. (NASDAQ:MRNA) makes mRNA medicines and vaccines to protect against illnesses like the flu, COVID-19, and some other viruses. The company also works on treatments for cancer and rare diseases.

18. Agnico Eagle Mines Limited (NYSE:AEM)

Agnico Eagle Mines Limited (NYSE:AEM) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. A caller asked if the stock is a buy, sell, or hold. In response, Cramer said:

Okay… I say, as much as I like Agnico and you know I do, Al-Joundi’s a terrific CEO, I am not going to recommend gold. I still think it has a little further to fall… I believe in gold, but I think it’s going lower.

Agnico Eagle Mines Limited (NYSE:AEM) is a gold mining company that explores for and produces precious metals, including gold, silver, zinc, and copper. During the May 7 episode, a caller asked for a next six-months prediction for the stock, and Cramer responded:

You’re in, you would be in the best one. I don’t think, I am not bullish on gold right now. I remember we had the great Larry Williams on, and he said, listen, gold is going lower. I’m with Larry.

17. Oracle Corporation (NYSE:ORCL)

Oracle Corporation (NYSE:ORCL) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. A caller asked if it was time to start a position in the stock, and Cramer replied:

Absolutely not. I mean, I think it’s got maybe 10 points of a short squeeze on the upside, but this stock has a hundred written all over it. I’ve gotta tell you, Oracle’s probably the stock that, one of the… stocks I’m most worried about. I think they got into this data center building and it’s not their strength. And I can root for Oracle. I think Larry Ellison’s a pretty smart guy, but I don’t think it’s working, and I question the entire foray.

Oracle Corporation (NYSE:ORCL) provides cloud and on-premise software, databases, and IT infrastructure to help businesses manage operations. A caller asked about the stock during the June 17 episode, and Cramer responded:

It’s got so much debt. See, that’s a problem… Like, Vertiv doesn’t have a lot of debt, or CoreWeave’s got a lot of debt. CoreWeave and Oracle are the two outliers. Man, they’ve got a ton of debt. You take your pick there. But you know what? If you want a little springload, I think… Oracle is fine. CoreWeave’s even more juiced.

16. Space Exploration Technologies Corp. (NASDAQ:SPCX)

Space Exploration Technologies Corp. (NASDAQ:SPCX) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer discussed the stock’s price action after its IPO, as he stated:

We saw a slower version of the same trajectory with SpaceX. Now, I was worried that the stock would spike to absurd levels right out of the gate, but it didn’t happen. I’ll tell you why. The underwriters did a great job of managing the deal. SpaceX came public at $135. It opened at $150; it finished at $161, just a little bit under that. But then it gradually charged up to $225 and change a few days later as memesters tried to walk it up in the middle of the night. I used to get up and watch it happen. Bunch of chuckleheads, thought they could manipulate… a trillion-dollar stock. No.

Since then, the stock’s given back most of its gains, and those gains were on very light volume. Regardless of how you feel about SpaceX, the business, or Elon Musk, the visionary, this stock is now hostage to the mechanics of the market, specifically the lockup on insider selling. Those shares will unlock gradually starting around the time of SpaceX’s first earnings report as a publicly traded company. If the stock reaches $175.50 by the time the earnings come out, which is up 30% from the offer price, well, that unlocks an additional tranche of stock. That’s what I’m worried about.

Space Exploration Technologies Corp. (NASDAQ:SPCX) manufactures and launches reusable spacecraft for orbital payloads and government missions, and provides satellite-based broadband internet. Additionally, it operates an artificial intelligence platform comprising computational infrastructure, user applications, and the X information network.

15. Cerebras Systems Inc. (NASDAQ:CBRS)

Cerebras Systems Inc. (NASDAQ:CBRS) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted that he warned against the stock when it was hot, as he said:

We’ve had plenty of cautionary tales from the IPO market. Take Cerebras Systems, please, which makes enormous semiconductors that are used to handle AI workloads. Now, this was the second largest deal of the year. It was priced at $185. Listen to this: stock opened for trading at $350. It surged to $386. And at its intraday high, well, let me just say it had doubled the price of… [from] where it came. Now, that was bad… I warned you to stay away from this one. It seemed too hot when it got all the way up there. Now, since then, well, it’s pretty historic.

The stock’s pulled back to $221. In fact, last week, it briefly sank to the $160 level… after Cerebras reported just an okay quarter, disappointing gross margins. Now, it’s been able to rebound from those lows, but the point stands. See, if you tried to get into Cerebras on the first day, it blew up in your face. Buying hot stocks right after they come public tends to be a recipe for disaster.

Cerebras Systems Inc. (NASDAQ:CBRS) designs and manufactures an artificial intelligence compute platform featuring a specialized wafer-scale engine designed for high-performance generative AI and inference tasks. The company provides its proprietary systems and software to several clients, including hyperscalers, foundation model labs, and sovereign AI initiatives.

14. NextEra (NYSE:NEE)

NextEra (NYSE:NEE) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. A caller asked for Cramer’s thoughts on the stock, and he replied:

Okay, I happen to like NextEra very much. I would use this decline… about a 3% yield, to jump into NextEra… You got horse sense. I like that one.

NextEra (NYSE:NEE) generates and sells electricity using a mix of clean energy sources, including wind, solar, and nuclear, while also developing and managing long-term contracted clean energy projects, battery storage, and electric transmission facilities.

13. Affirm Holdings, Inc. (NASDAQ:AFRM)

Affirm Holdings, Inc. (NASDAQ:AFRM) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. When a caller inquired about the stock, praising the company’s CEO Max Levchin, Cramer commented:

He’s smarter than I am. I think like he’s like the smartest guy on Earth… I will tell you this: I think Affirm’s going straight… [to] $100. I loved that last quarter.

Affirm Holdings, Inc. (NASDAQ:AFRM) provides a digital payment platform that enables consumers to pay for purchases over time through its point-of-sale solutions and app. Cramer was bullish on the stock during the May 8 episode, as he commented:

Alright, what do we make of these numbers from Affirm Holdings, the king of buy now, pay later? This stock’s been roaring, up about 30% since its early April lows, but it’s still down 13% for the year, and it got hit hard today, off 5%. Why? Okay, last night, Affirm reported what I thought was a terrific quarter. This is now a very profitable business, and Affirm’s network has gotten a lot more powerful… I think you’re getting a great opportunity here.

12. Walmart Inc. (NASDAQ:WMT)

Walmart Inc. (NASDAQ:WMT) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted the stock’s recent decline. He remarked:

Alright, here’s one: how about Walmart? Did you see that? At one point, it was down 5%. Closed down 3.9% today. Do you know that’s in the red for the year? The thesis here is that oil’s come down and gasoline will follow, so consumers will no longer need to shop at Walmart to save money. I think that’s nonsense. I know sometimes it’s hard to pay 37 times Walmart’s earnings, but this one’s now fallen 26 points from its high. That feels excessive to me. How about you? Hey, by the way, the decline in TJX is really excessive.

Walmart Inc. (NASDAQ:WMT) operates retail stores, warehouse clubs, and online platforms that sell groceries, everyday essentials, home goods, apparel, electronics, and more. Cramer discussed the company during the May 27 episode, as he commented:

Now, let’s talk about the retailers that were, I don’t know, let’s call them more or less okay, Walmart and Target. I hesitate to call these quarters bad, but they clearly, you know, the market didn’t like them. Wall Street took a look at Walmart’s numbers and decided to sell the stock hard. It tumbled 7.2% in response last Thursday… I don’t think it’s so bad, but I think, let’s put it this way, I think the declines were excessive. Walmart matched expectations for U.S. same-store sales, up 4.1%. Eked out a small revenue beat. Delivered inline earnings, which were up 8% year over year.

Walmart also declined to raise its full-year forecast, which sat below Wall Street’s estimates. Management argued that even reiterating their previous forecast should be seen as a positive, given the impact of higher fuel prices. But they also talked about the new pressure on the consumer. We don’t want to hear that. And that’s how we ended up with a negative reaction to the quarter. Doesn’t help that Walmart’s pretty expensive relative to its growth rate. In the long run, though, look, I think Walmart’s fine. I see the pullback [as a] rare buying opportunity.

11. Applied Materials, Inc. (NASDAQ:AMAT)

Applied Materials, Inc. (NASDAQ:AMAT) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer mentioned the stock during the episode and commented:

Now, we recently had Gary Dickerson, the CEO of Applied Materials, AMAT, on the show, and his semiconductor capital equipment business is in a long-term bull market because of the widespread chip shortage we talk about all the time. It’ll take years and years to build enough of this machinery to alleviate the shortage.

Applied Materials, Inc. (NASDAQ:AMAT) provides equipment, software, and services that help manufacturers produce semiconductors and other electronic devices. During the June 10 episode, Cramer highlighted his discussion with the company’s CEO, as he said:

I want to study what people still want in this miserable environment, so when things get better, we know what they’re going to go for. So what managed to hit the new high list at one point today or another in spite of the very tough backdrop? Yes, I’m being constructive even with Oracle down 6.6% after the close of the market.

First is one that’s typical of this market, at least until this week. It’s Applied Materials. We had them on recently. We know there’s a huge semiconductor shortage, especially for chips that handle storage and memory. That means we need more semiconductor manufacturing equipment from Applied Materials. We had CEO Gary Dickerson on recently. He’s well aware of his company’s importance in the food chain. That tells me, you know what, things clear up, I’ll go for AMAT.

10. Advanced Micro Devices, Inc. (NASDAQ:AMD)

Advanced Micro Devices, Inc. (NASDAQ:AMD) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted the recent decline in the stock as an opportunity, as he remarked:

I like AMD on this dip. I know it’s not much of a dip really, but you almost never get this kind of opportunity to buy the stock anymore with its combination of GPUs and CPU, both of which are in high demand.

Advanced Micro Devices, Inc. (NASDAQ:AMD) designs and manufactures processors, graphics cards, and AI chips for computers, servers, and gaming systems. Cramer mentioned the stock during the June 30 episode and commented:

Finally, there’s AMD, has both CPU and GPU, making it essential for the data center. CEO Lisa Su has done a remarkable job. I recommend you watching her recent commencement address at MIT.

9. Corning Incorporated (NYSE:GLW)

Corning Incorporated (NYSE:GLW) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer noted the possible reason for the stock’s decline, as he said:

How about the clubbing that we’re seeing from the stocks that are on the wrong end of today’s rotation? Look at the beatdown of the data center stocks. Some of this decline is pure profit taking, and some of it’s what I think is mistakenly done… I also think that the declining stock of Corning, GLW, it was off the most of any stock in the entire S&P 500 today. Well, that seems extreme. The fiber could replace copper in all these data centers, by the way, both as connectors and maybe even one day within the chips themselves, ripping out that hot copper.

Corning Incorporated (NYSE:GLW) develops optical fiber, cables, and related hardware for telecommunications, and produces glass substrates for displays used in TVs, computers, and mobile devices. A caller asked about the stock during the June 30 episode, and Cramer responded:

Okay, here’s the deal. We actually sold some for the Trust today. It’s been a big win. I just castigated myself over Microsoft, over NVIDIA, over Apple, over Meta. What else? How about Amazon?… We own a lot of Corning too.

8. NIKE, Inc. (NYSE:NKE)

NIKE, Inc. (NYSE:NKE) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted selling the stock for the Charitable Trust. The Mad Money host commented:

Did the stock of Nike deserve to run 5% on a beat quarter, with no raise, no raise, and guidance for the next couple of quarters, thanks to a pressured consumer? Eh, maybe it’s down so much, it looks up to some. We’ve dumped the stock for the Charitable Trust, fully realizing it can rally a couple points, but then I expect it to stall out as there’s no earnings bump going forward. Alright, sobering. We lost a ton of money for the Trust on Nike. I always talk about the winners. We lost a ton of money in this. See, I was swayed by the big insider buying and the return of an old hand to the tiller. The problem is the company has so much global competition now that it’s just tough for them to get sustainable momentum.

NIKE, Inc. (NYSE:NKE) is an athletic and casual footwear, apparel, equipment, and accessories company that sells its products under brands, including Nike, Jordan, and Converse.

7. Cardinal Health, Inc. (NYSE:CAH)

Cardinal Health, Inc. (NYSE:CAH) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer said that the stock deserves to “trade higher,” as he commented:

Can I call your attention to what may be the best one in this group? I’m talking about Cardinal Health, which, along with McKesson and Cencora, deserves to trade higher. Great quarter at Cardinal Health. It was obscured by a rotation out of healthcare. Oh, we own this one for the Trust. It’s been a real stalwart, and I don’t think it’s done.

Cardinal Health, Inc. (NYSE:CAH) supplies branded, generic, and specialty medicines and provides pharmacy and specialty drug services. The company also makes and distributes medical and surgical products and procedure kits. Cramer mentioned the stock during the April 30 episode and remarked:

Cardinal Health, a company that had repeatedly come on Mad Money telling a terrific story, just imploded. Did I tell people to buy it? Well, it’s in my Trust. Ouch. Gotta put that one behind, but only after further investigation.

6. CVS Health Corporation (NYSE:CVS)

CVS Health Corporation (NYSE:CVS) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer showed a positive sentiment toward the stock, as he said:

How about these outsized moves in the health insurers and the drug distributors? Oh, I like these. I bet the gains in CVS will be long-lasting. I like UnitedHealth very much here. Humana is doing great.

CVS Health Corporation (NYSE:CVS) provides healthcare solutions through insurance, pharmacy benefit management, and retail pharmacy services. Cramer discussed the company’s latest quarter during the May 6 episode and commented:

In Friday night’s game plan, I told you to expect a great quarter from CVS Health, and that’s exactly what we got this very morning. CVS also owns Aetna, a huge health insurance company, and Caremark, the number one pharmacy benefit manager. Today, they reported a magnificent 39 cent earnings beat of $2.18 basis with higher than expected revenue, and management raised their full year forecast pretty substantially. As a result, the stock shot up 7.7% today, reaching a three-year high… The stock went up a lot, but the earnings went up, so it’s not more expensive. I would argue that it’s cheaper.

Click to continue reading and see Jim Cramer’s Comments on 5 Stocks Like Palantir, Meta, and Playing the Recent Market Rotation.

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