Jim Cramer, the host of Mad Money, said Wednesday that the clearest way to understand why certain stocks win, and others fail, is to focus on shortages.
When in doubt, ask if there’s a shortage or a glut of what the company in question sells. If it’s the former, then you can buy. And if it’s the latter, you better get out of dodge. That’s the best cheat sheet I can offer you at this point in earnings season. Shortages are true north, gluts are the kiss of death. And you know what? The averages themselves, they don’t tell you that… They don’t tell you anything.
READ ALSO: Jim Cramer Was Recently Asked About These 9 Stocks and Jim Cramer Talked About These 12 Stocks and the Memory Shortage.
Cramer said that when he looks at the current earnings scoreboard and separates winners from losers, the divide comes down to shortages versus gluts, with this pattern showing up most clearly in tech. He noted that supply constraints can persist for years, and pointed out that it takes roughly four years to build a facility capable of producing memory devices. He added, “So I think the shortage lasts for some time.”
So here’s the bottom line: The best performers in the entire stock market, not tech, the entire stock market, are companies that you may never have heard of. They make things that are in short supply, and their stocks keep soaring. The rest of tech, mixed bag if you don’t have a shortage. Meta and IBM, looking good. Microsoft, sinking. And Tesla, a beast all by itself and a beast that wants to roar higher.
Our Methodology
For this article, we compiled a list of 19 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on January 28. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Jim Cramer’s Takes on 19 Stocks and Navigating Market Shortages
19. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holders: 64
Starbucks Corporation (NASDAQ:SBUX) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Cramer was bullish on the stock and noted that the Charitable Trust has a “huge position” in it. He commented:
When Brian Niccol took over as CEO of the down-and-out Starbucks in August of 2024, he had one goal: getting you a cup of coffee in four minutes or less. Today, we saw the fruits of his labor, a gigantic upside surprise to the same store sales, how the average store did versus last year. And for a moment, it looked like Wall Street was finally seeing the darn light at the end of the tunnel… The stock eventually pulled back hard over the course of the day. Look, that’s what happens when you run big into the quarter, which is the case here. I still think it was a huge positive…
By changing up customer service standards, having bigger employee rosters, lower partner turnover, and delivering what he called consistent, timely, and personal service, no pizazz, just basic blocking and tackling, he has changed the guts of the experience… The active members reached 35.5 million customers. Rewards transactions grew for the first time in eight quarters,
and even non-reward transactions grew. Highly unusual. In fact, this was the first time Starbucks grew both rewards and non-rewards transactions since the second quarter of fiscal 2022. More transactions, more transactions. That’s what you want, not on price. And that’s how Brian’s been able to win the morning, or I should say win back the morning because Starbucks can finally handle its early traffic…
Tomorrow, Niccol will expand on the turn at his investor day meeting. I think you’ll hear more about what’s returning Starbucks to the rightful place in the morning. Of course, it’s not necessarily a needle mover as this stock had run up into the quarter, as I mentioned, but it makes for a much more compelling long-term story. We have a huge position in Starbucks for the Charitable Trust. We aren’t going to buy more, I can tell you that. But if you don’t own any, I think this turn is solid and long-lasting, and the price is going to be right.
Starbucks Corporation (NASDAQ:SBUX) sells coffee, tea, and other beverages, as well as food products, through its stores and licensed outlets. The company’s brands include Starbucks Coffee, Teavana, Seattle’s Best Coffee, Ethos, and Starbucks Reserve.
18. Lithium Americas Corp. (NYSE:LAC)
Number of Hedge Fund Holders: 16
Lithium Americas Corp. (NYSE:LAC) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Toward the end of the lightning round, a caller inquired about the stock. In response, Cramer said:
No, we’re not lithium people. We’re not. Well, in some ways, but no, we’re not going to be… Hey, I play with an open hand, but this kind of lithium, no, we’re going to say it’s too speculative for me.
Lithium Americas Corp. (NYSE:LAC) operates lithium deposits and processing facilities, with its main project at Thacker Pass. A caller sought Cramer’s advice on the stock during the January 9 episode, and he replied:
No, no, no… Wrong one. You want Albemarle. Even though it’s up a lot, it’s a much safer stock. The symbol is ALB. Let’s go for that one.
17. Intuit Inc. (NASDAQ:INTU)
Number of Hedge Fund Holders: 96
Intuit Inc. (NASDAQ:INTU) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. A caller inquired about Cramer’s feelings on the stock when the MACD line crosses the signal line. He replied:
Maybe it’s going to be technical, but I’ve gotta tell you, I feel like my, I’m so beaten down.. This is enterprise software, it’s not software as a service. So I think it should do better. So, I agree with you. I would be a buyer, but oh my god, these stocks are so heavy. I feel wa… They’re like wearing seaman galoshes.
Intuit Inc. (NASDAQ:INTU) provides financial management, tax preparation, marketing, and personal finance solutions. Cramer highlighted and praised the company’s new financial software during the episode aired on November 14, 2025, as he remarked:
Now, Intuit reports. I don’t know if you remember, we had Intuit on a couple weeks, last week, and they recently sampled their new individual financial software. I think it, I thought it was swell, but I’m sure that many people haven’t used it yet, and I think they’ll embrace it once they try. Plus, the IRS is phasing out their homegrown competition to TurboTax. Remember that.
16. Energy Transfer LP (NYSE:ET)
Number of Hedge Fund Holders: 35
Energy Transfer LP (NYSE:ET) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. When a caller asked for Cramer’s current thoughts on the stock, he said:
Let me tell you something. The yield 7.3, very inexpensive stock, great pipeline company, Kelcy Warren. Okay, so I was mad at him for like the first five years of the show. But hey, bygones be bygones. Buy ET.
Energy Transfer LP (NYSE:ET) operates natural gas, natural gas liquids, and crude oil pipelines and facilities. The company provides transportation, storage, processing, and marketing services. A caller highlighted that they have been wondering about the stock during the November 14, 2025, episode. The Mad Money host responded, “Oh, don’t wonder, buy. I mean, that thing is… that’s just the sweet spot that we want to be in.”
15. Robinhood Markets, Inc. (NASDAQ:HOOD)
Number of Hedge Fund Holders: 77
Robinhood Markets, Inc. (NASDAQ:HOOD) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. A caller mentioned that they look at Robinhood as a product that people stick with instead of just a stock. Cramer stated:
And you’re right. And you’re right. Robinhood has captured that young cohort. It’s captured the minds and imagination of young people as I try to do. And I can tell you they are on Robinhood, and it is a buy.
Robinhood Markets, Inc. (NASDAQ:HOOD) operates a financial platform that allows users to trade stocks, ETFs, options, cryptocurrencies, and other assets. During the January 5 episode, Cramer showed bullish sentiment toward the stock for the long term, as he said:
In fifth place, we have the best performing non-memory stock in the S&P, and that’s Robinhood Markets, which was up just over 200% in one year. Despite the fact that it’s pulled back about 20% from its early October all-time high, as did many speculative stocks when there was a big peak, 2025 was a great year for the type of speculative assets that Robinhood’s younger clientele can’t get enough of until it wasn’t. That late-year pullback for crypto and speculative stocks is why this one cooled off. Now, look, I have to tell you, I really like Robinhood for a long-term story. For better or worse, a generation of investors is learning to invest on Robinhood, and that’s a generation that’s set to inherit more than a hundred trillion dollars from their baby boomer parents over the next couple of decades. Short-term, though, the stock might keep trading with crypto and the super speculative plays.
14. Teva Pharmaceutical Industries Limited (NYSE:TEVA)
Number of Hedge Fund Holders: 60
Teva Pharmaceutical Industries Limited (NYSE:TEVA) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Cramer highlighted the stock’s performance after the leadership change in 2023, as he remarked:
Alright, what has gotten into the stock of Teva Pharmaceutical Industries, one of the world’s largest generic drug makers? But I think it’s far more than that. After spending a few years lost in the wilderness, the company brought in a new leader, Richard Francis, at the beginning of 2023, and the stock hasn’t looked back since, nearly 400% gain from its 2022 lows. You better listen, up 54% gains over the past 12 months. This morning, Teva reported, although it had already preannounced when I was out there at the JPMorgan Healthcare conference. The quarterly results still came in higher, but… full-year forecast, some people said it was a little light. I don’t know. Initially, the stock went down 9%. That was just crazy, frankly. Then the stock stabilized after the conference call, and then it finished up more than 2%. That’s sane.
Teva Pharmaceutical Industries Limited (NYSE:TEVA) produces medical products including generic pills, inhalers, and treatments for conditions like migraines and cancer. In addition, the company handles contract manufacturing and supplies active drug ingredients to other companies.
13. Levi Strauss & Co. (NYSE:LEVI)
Number of Hedge Fund Holders: 37
Levi Strauss & Co. (NYSE:LEVI) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Cramer discussed the company’s latest earnings during the episode, as he stated:
After the close, we got the latest numbers from Levi Strauss, the iconic denim maker. They delivered a modest top and bottom line beat. However, the full-year earnings forecast was a little light, even as the revenue forecast was solid… This is a company that’s had a lot of success broadening out its selection of merchandise beyond just jeans. But Levi’s also suffered from President Trump’s trade war. The last time they reported three months ago, the stock had soared going into the quarter. Sold off hard. It’s been struggling to find its footing ever since, as has almost every single apparel company.
Levi Strauss & Co. (NYSE:LEVI) offers apparel and footwear for all ages under brands like Levi’s, Denizen, and Beyond Yoga. The company released its Q4 2025 and full-year results on January 28. For Q4, it reported a non-GAAP EPS of $0.41, outperforming estimates by $0.02. The company’s revenue of $1.8 billion beat estimates by $90 million.
For the full year 2025, Levi Strauss & Co. (NYSE:LEVI) reported $6.3 billion in net revenues, and net income from continuing operations was $502 million and adjusted net income was $537 million, compared to $210 million and $499 million in FY 2024, respectively. Furthermore, the company’s capital returns to shareholders were up 26% year-over-year at $363 million.
12. ServiceNow, Inc. (NYSE:NOW)
Number of Hedge Fund Holders: 104
ServiceNow, Inc. (NYSE:NOW) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Cramer highlighted the company’s earnings and buyback, as he commented:
For a long time now, the enterprise software cohort has just been a house of pain because Wall Street’s terrified they’re going to be steamrolled by generative AI platforms that are very good at writing code. But we really haven’t seen all that much impact in the actual numbers for these companies. Instead, the enterprise stocks, they’ve been pummeled by multiple compression. The earnings themselves have been fine, though.
Just take a look at ServiceNow. Here’s a stock that peaked exactly one year ago. It’s now down over 45% since then. But tonight, ServiceNow reported what I thought was a pretty darn good quarter. And even better, they announced a $5 billion buyback, including a $2 billion accelerated repurchase. Starts right away. Clearly, management thinks the stock is cheap, but will the marketplace, which has become a very cruel taskmaster for software as a service, enterprise software, agree?
ServiceNow, Inc. (NYSE:NOW) provides a cloud platform that supports digital workflows through AI, automation, low-code tools, analytics, and a suite of IT, security, customer service, and employee experience products.
11. DraftKings Inc. (NASDAQ:DKNG)
Number of Hedge Fund Holders: 68
DraftKings Inc. (NASDAQ:DKNG) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. When a caller inquired about the stock, Cramer remarked:
Okay, I like DraftKings, but I’ve decided, you know what, without Florida, without Texas, without California gambling, it’s just going to be like, I don’t know, it’s in the wilderness. I don’t know. I want it out of the wilderness. It’s not an expensive stock. Or maybe we need a lot of consolidation. That could do it.
DraftKings Inc. (NASDAQ:DKNG) is a digital sports entertainment and gaming company that provides online sports betting, daily fantasy sports, and iGaming products such as blackjack, roulette, and slots. During the January 21 episode, a caller inquired about the stock and in response, Cramer said:
Okay, you know, it is incredible… Boy, I saw a downgrade of Flutter today. DraftKings… Look, it’s gotta have these other states. It’s gotta have Texas, California, and Florida. It just has to at this point. As long as it doesn’t, the stock’s not going to go anywhere. I thought they would’ve, they’d be all on the ballot. I still think so. I don’t know. It hasn’t happened, and that’s been disappointing to me. But it always could.
10. Netflix, Inc. (NASDAQ:NFLX)
Number of Hedge Fund Holders: 154
Netflix, Inc. (NASDAQ:NFLX) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Noting that the stock has been down recently, a caller sought Cramer’s long-term take on it. He commented:
I think that you gotta pull the trigger on Netflix. I’ll tell you why. I actually like the Warner Bros. Discovery deal. I think that Zaslav’s put together the best movie studio in the world, best TV studio in the world. Netflix wants to have it. Am I going to tell Ted Sarandos that he doesn’t know what he’s doing? That’s been a sucker’s play. A lot of guys have done it. I won’t.
Netflix, Inc. (NASDAQ:NFLX) provides streaming entertainment, including TV series, films, documentaries, and games. A caller sought Cramer’s advice on the stock during the January 23 episode, and he replied:
I have to tell you… I thought that the conference call this week was a, it was a show of force. It was so good. It made me think that Netflix completely is on its game, as always. You should be a buyer of Netflix here.
9. Texas Pacific Land Corporation (NYSE:TPL)
Number of Hedge Fund Holders: 31
Texas Pacific Land Corporation (NYSE:TPL) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. A caller inquired if it makes sense to start a small position in the stock and “buy on the way up.” Cramer replied:
Well, okay, my problem is, in the end, it is going to trade. They do have a Bolt data center business, but it’s still going to trade on oil and gas. You know, we liked it last year. Oil and gas, not my favorite. I think you can do it on a spec, but you’re going to be betting, by the way, that oil’s going to go higher. That’s what’s going to move it.
Texas Pacific Land Corporation (NYSE:TPL) manages large areas of land and oil royalties and provides water sourcing and disposal services. The company generates revenue through land leasing, easement grants, and the sale of raw materials, in addition to its perpetual oil and gas royalty holdings. A caller asked about the stock during the January 15 episode, and Cramer responded:
Well, you know, look, we recommended the stock a couple years ago. We had a good run. We’re not inclined to like the oil stocks this year. We just think that the president wants oil down, and this president seems to get a lot of what he does want. I’m not going to get in the way of him and his $50 price target for oil.
8. International Business Machines Corporation (NYSE:IBM)
Number of Hedge Fund Holders: 66
International Business Machines Corporation (NYSE:IBM) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Cramer noted that the company reported a “magnificent number,” as he stated:
Beyond the Mag Seven, let me throw in IBM. They reported a magnificent number. Oh my God, Mag Eight? I don’t know. Software revenues up 14, very strong full-year forecast, inexpensive stock flying in after-hours trading. You know, I think IBM’s incredibly well run by Arvind Krishna and is an inexpensive stock even here.
International Business Machines Corporation (NYSE:IBM) provides software, consulting, and cloud and on-site technology solutions, along with financing to help clients use its products. During the January 14 episode, Cramer mentioned the stock and said:
Let’s take them one by one, starting with IBM, which has become an incredibly strong performer with a stock that’s nearly tripled since late 2022 when it broke free from its… all-time highs. It’s also rallied over 40% over the past 12 months. Horse. Take a look at all the daily charts here because this paints a very encouraging picture.
First, Lang (chartist Bob Lang) points out that IBM has always faced challenges from the new line of tech… But IBM stood tall in the face of change and transformed itself into a juggernaut. They’ve got terrific hybrid cloud and AI businesses, a very strong consulting business that’s also bringing in a ton of AI, and yes, they’ve got quantum computing. Even better, at this point, IBM has been putting up its strongest sales growth in years. Their CEO, Arvind Krishna, is top-notch, and you know what? I think he sees the future better than almost all CEOs, not just in tech… Lang points out that IBM has broken out above its 50-day moving average… with force this week. The stock’s now at $309… We’re witnessing the next leg higher. Not too late to buy IBM… When you look at the moving average convergence divergence… IBM just made what we call a bullish crossover… When that happens, this is one of the most reliably positive signals out there.
At the same time, there’s the on-balance volume… As you can see with IBM, the on-balance volume line just keeps making new highs. Even better, the relative strength… is still a long way from being overbought… When IBM got overbought in the fall, it temporarily lost its mojo, but it can really rally a good bit now because the relative strength index is saying it can go to higher levels. That’s where it tends to stall out. I liked the last quarter from IBM very much, and I bet Krishna can deliver again when the company reports later this month. It’s inexpensive relative to its growth rate and runs very lean as Krishna runs a very tight ship.
7. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders: 120
Tesla, Inc. (NASDAQ:TSLA) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Cramer noted that the company delivered a “surprisingly strong set of numbers,” as he remarked:
Tesla reported too. As I told you on Monday, this is the Magnificent Seven stock where the numbers barely matter, especially this time, because we already had Tesla’s production and delivery results, both of which we know fell short of expectations. So when Tesla reported tonight and delivered a surprisingly strong set of numbers, top and bottom line beat for the fourth quarter, very impressive, $1.4 billion in free cash flow, that was good enough to send the stock higher in after-hours trading. Hey, by the way, robot and robotaxi intros look ahead of expectations. Real driver of the after-hours moves. We can’t wait to see that stuff.
Tesla, Inc. (NASDAQ:TSLA) designs and sells electric vehicles and also develops and installs solar energy and storage systems for residential, commercial, and industrial customers. In addition, the company is working on autonomous vehicles and robots.
6. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 273
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Cramer highlighted the company’s spending plans, as he commented:
Meta Platforms, on the other hand, oh boy, they got the memo. They’re rallying furiously. Social media giant reported a huge earnings beat, very solid revenue beat. Plus, even though they plan to spend $135 billion on their AI build-out this year, management’s confident that they can still grow their operating income year-over-year. In other words, they can afford it. That’s one reason this stock is getting a much-needed boost this evening.
Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that connect people through social networking and messaging. The company’s portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and products in virtual and augmented reality. Cramer talked about the stock during the January 26 episode and said:
Why don’t we start with Meta Platforms, which saw its stock plunge 11% last time it reported in late October, and it’s now down almost 16% from its August highs. At these levels, Meta is selling for less than 23 times this year’s earnings estimates, making it look pretty darn cheap. But if the stock’s going to turn around, it needs a new catalyst. This time… I expect a great set of numbers from Meta, especially from the core advertising business. But these guys reported strong numbers last time, too, and it didn’t matter because Wall Street only cared that they raised their capital expenditure forecast to fund a massive AI data center build-out.
CFO Susan Li said 2026 CapEx growth would be even more significant than what we saw in 2025, and that just crushed the stock. So when Meta reports on Wednesday, the big question is how much money are we talking about here? If we get a gigantic…capital expenditure
projection, it’s gotta be tough for Meta to rally. But if we get not-terrible guidance on the CapEx front, then maybe the stock could break out of its downtrend. Beyond the spending projections, it sure would be helpful if Meta could explain exactly what it’s getting out of its AI-related investments, of which there are billions of dollars worth.
Now, they’ve made the case that area’s help the core advertising business, and it’s a compelling case, but without a popular generative AI platform or cloud infrastructure division, they don’t have it. The other guys do. It’s harder for people to understand how these investments will pay off for Meta. For instance, can the Meta Ray-Bans, for example, ever become a needle-moving business line? I love mine, but there are a lot of competitive ways to get AI data, including your iPhone.
5. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 312
Microsoft Corporation (NASDAQ:MSFT) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Cramer noted that the company’s CapEx budget was “too high,” as he remarked:
Now, tonight, we heard from three members of the Magnificent Seven. They were wildly different results. They’re not shortage, they’re just idiosyncratic, as we say. Microsoft reported a seemingly better-than-expected quarter, nice top and bottom line beat. But its stock sold off hard in after-hours trading. Look, I’ve been telling you to watch that Azure, their cloud infrastructure business, capital expenditures.
Wall Street’s gotten worried about all the investment in artificial intelligence. On Azure and other services, Microsoft did okay. 38% growth on constant currency basis, not enough to satisfy Wall Street. More importantly, though, Microsoft’s capital expenditure budget, too high, higher than expected, up 66% year-over-year. That’s not what the market wants.
Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox. Cramer analyzed the recent decline in the company’s stock during the January 26 episode. The Mad Money host stated:
Next up, Microsoft had the same problem when it reported on the same night as Meta in late October. All their numbers for the reported quarter looked great, but after previously saying that their CapEx growth in fiscal 2026 would be lower than it was in fiscal 2025, they basically took that back and said the opposite was now true. Oh man, did they kill their stock. CapEx growth will be higher this year than it was last year, so the stock got crushed. The other issue with Microsoft’s last quarter, they projected a slight decline in the growth rate of their Azure cloud business… Even as management explained that that was purely due to supply constraints, not a decrease in demand.
Throw in the fact that Microsoft had some guilt by association when investors grew concerned about the prospects of its close partner OpenAI late last year, and you can see why Microsoft stock has just been pummeled, down 13% since the last report. So, from Microsoft, I want to see two things. First, no incremental increases to the spending outlook. Microsoft speaks somewhat vaguely on this subject, but I think investors just want to hear that the company’s CapEx budget isn’t growing like a weed. Second, an upside surprise for Azure growth would be a major positive. That might be a tall order, but it would be very encouraging if Microsoft can deliver a two-year Azure growth rate closer to 39% than they’ve done in the past two quarters, rather than the 36% number that’s expected.
These are big numbers… though. Club members know I expect some real upside here. I don’t know if they can blow out the 39 number. At the same time, we want to see some positive commentary about Microsoft’s Copilot AI functionality for Windows, as investors seem to be losing faith in this product, treating it like the next Clippy. And it certainly wouldn’t hurt for the company to make clear that its core Windows Enterprise software suite is not vulnerable at all to the rise of generative AI platforms that can help software engineers build their own applications… It would inspire a lot of confidence if Microsoft would tell you that they do have a moat against that.
4. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders: 108
GE Vernova Inc. (NYSE:GEV) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Cramer highlighted the company’s long-term prospects, as he said:
We’re a nation short on power, too. For years, our electricity barely grew, so power generation became a tough business, bad business. Biggest company, General Electric, suffered mightily, surviving on service and maintenance revenues. Now, though, big tech companies are erecting data centers willy-nilly to meet demand again for compute, and storage, and cooling. And that’s changed the almost moribund gas turbine business. It’s now one of the biggest growth stories in the world… There’s so much business there that they have the visibility on the earnings to the 2030s. You know, only J&J has that, and that’s a pharmaceutical company. That’s why that stock just soared today. Oh my God, it never stops.
GE Vernova Inc. (NYSE:GEV) provides products and services for generating, converting, storing, and managing electricity, including gas, nuclear, hydro, and wind technologies.
3. Sandisk Corporation (NASDAQ:SNDK)
Number of Hedge Fund Holders: 61
Sandisk Corporation (NASDAQ:SNDK) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Cramer was bullish on the stock, as he remarked:
Tomorrow, we hear from the two remaining storage companies, Western Digital and Sandisk. Have you seen those? If Seagate and Micron are any example, I expect these stocks to continue ramping, even though they’re already up 61 and 122% for the year, yes, since the year began. And by the way, they were among the best 10 performers in the S&P 500 last year.
When I was on the trading desk in my old firm, I’d periodically see a stock like Sandisk trading furiously each day. And people would say, hey, how could Sandisk, Jim, go from 237 at the beginning of the year to 527 now? And I would say, you know why? Because it has to get to 800, and to do that, it’s got to go over 527. Do you know that that glib answer was invariably right?
Sandisk Corporation (NASDAQ:SNDK) sells NAND flash-based storage solutions, including solid-state drives, embedded storage, removable cards, and USB drives.
2. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 105
Micron Technology, Inc. (NASDAQ:MU) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Cramer highlighted that the company is doing everything to “alleviate the shortage,” as he commented:
We’ve got a big shortage in tech, one that’s truly unlike anything I’ve ever seen. It’s about storage and memory, specifically data storage. We just don’t have enough of it for the data centers that are being put up all over this country and the world. We’ve heard this theme now from Micron and from Seagate last night. The former is a maker of sophisticated memory chips, and the latter’s known for more reasonably priced commodity disk drives. These stocks are just, you can’t even… boom. Micron’s doing everything it can to alleviate the shortage. Sanjay Mehrotra, the effervescent CEO, seems to be breaking ground everywhere. Must be carrying shovels to put up new foundries. But you can’t put these up overnight. They take years. They’re just way too complicated. In this situation, where you have NVIDIA’s new high-end chip spewing data, Micron has absurd pricing power.
Micron Technology, Inc. (NASDAQ:MU) develops memory and storage solutions, including DRAM, NAND, and SSD products, under the Micron and Crucial brands.
1. Agnico Eagle Mines Limited (NYSE:AEM)
Number of Hedge Fund Holders: 57
Agnico Eagle Mines Limited (NYSE:AEM) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Cramer discussed the company in light of rising gold prices, as he said:
So listen to me first about gold… We just don’t have enough of it. You think that with all the miners out there, the supply of gold will grow 2, 3, or 4% a year, right? Nope. The miners only grow the supply by 1%. They don’t call it precious for nothing. Plus, most of the gold is in places that are, let’s just say, not so great for doing business. I like Agnico Eagle, they were on the other night, second largest gold miner, because almost all of their gold is in Canada, a normal developed country. Now that gold has broken out above $5,400 an ounce, and I’m telling you, it is not done yet… Both Agnico Eagle and Barrack were up huge today. I would keep the gold. I’m a gold bug from way back.
Agnico Eagle Mines Limited (NYSE:AEM) is a gold mining company that explores for and produces precious metals, including gold, silver, zinc, and copper. Cramer discussed the stock while noting the shortages in precious metals during the January 23 episode. He stated:
Unfortunately, it’s not just tech. We’ve got some real shortages in metals. Gold, silver, and copper are climbing relentlessly. The world has a lot of copper, so even though it’s used in the data center, I’d be circumspect about chasing it. But man, silver’s up 46% since the beginning of the year, and gold’s up 15%. Now, a lot of that’s because the dollar’s weak. It’s a store… of value, but we do have a permanent shortage in gold, not in silver, but in gold. Each year, we only replace about 1% of the world’s holdings between all the geopolitical uncertainty and the weakness of the dollar. There’s huge demand here. I would buy Agnico Eagle if I wanted to participate in it because they’re the best miner.
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