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
Cramer expects "huge numbers" from CAT, largely because they are heavily involved in powering data centers. He calls it "one of the most viable stocks" in the current climate. cramer stocks to buy
Cramer is "so excited" about their use of AI for cancer treatments. He highlights how they are leveraging Nvidia’s technology
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 stocks to buy