While memory stocks feel high, Cramer believes they can keep "blowing away the numbers" because it will take years to build out the necessary capacity. 2. The AI Pivot: From Builders to Users
Cramer has recently been vocal about a massive supply-demand imbalance in the memory sector. He argues that AI needs a "huge amount of memory" that the industry simply wasn't ready to produce. cramer stocks to buy
These two have been absolute "rocket ships," with SanDisk up over 170% year-to-date. Cramer's take? "Own it, don’t trade it". While memory stocks feel high, Cramer believes they
He highlights how they are leveraging Nvidia’s technology to streamline their supply chain and save massive costs. 3. The "Boring" Winners: Energy and Industrials While memory stocks feel high