: Recommended as a "magical" play on skyrocketing electricity demand for data centers.
: Rather than chasing speculative AI hardware, he is favoring established companies using the tech: cramer buy
: He remains bullish but currently advises waiting for a pullback. : Recommended as a "magical" play on skyrocketing
: Cited for its strong position as rivals scale back. cramer buy
: Cramer expressed interest in buying more if the price dips below $140, citing their use of Nvidia tech to cut supply chain costs.
: Noted for stabilizing leadership and strong earnings.