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.
These two have been absolute "rocket ships," with SanDisk up over 170% year-to-date. Cramer's take? "Own it, don’t trade it".