Ideas
TSMC demand signals AI chip shortage.
Taiwan Semiconductor reported one of its strongest quarters ever and said AI chip demand is insatiable, spending over $50 billion to keep up with current orders, which refutes AI bubble talk and supports the whole semiconductor complex.
Memory chips face severe data-center shortage.
Memory and commodity chip makers are working because data centers face a severe shortage of data-storage semiconductors, customers are desperate, and there are not enough machines to make more, driving huge gains in SanDisk, Western Digital, and Micron.
Nvidia benefits from TSMC's bullish demand.
TSMC's bullish call is especially important for Nvidia, its biggest client; if TSMC's business is as fabulous as reported, Nvidia's business must be better than expected, and the overowned bear case should fade as the stock turns up.
Chip equipment suppliers benefit from TSMC.
TSMC's strong results and aggressive capacity spending are terrific news for the companies that supply TSMC and other foundries, specifically ASML, KLA, Applied Materials, and Lam Research, because when demand is this strong they can make fortunes.
GE Vernova rides data-center power demand.
The data-center electricity shortage will force hyperscalers to buy more natural gas turbines, and GE Vernova is a key supplier with nuclear exposure; Cramer calls the stock's year-to-date decline ridiculous, says the company is on fire, owns it for the Charitable Trust, and calls it a favorite.
Russell 2000 breaks out on speculative themes.
The Russell 2000 broke out in a monster move, with speculative areas such as space, alternative power, bitcoin, quantum computing, and nuclear adjacencies all back in vogue.
Starbucks turnaround under Niccol is working.
Cramer is betting Brian Niccol will pull off the Starbucks turnaround; the stock has been moving step by step from the 70s and finished at $93.28, and he prefers Starbucks over upstart Seven Brews.
Restaurant stocks are reviving and breaking out.
Cramer sees a resuscitation in restaurant stocks, with names like Texas Roadhouse and Yum! Brands breaking out to the upside, and he views the group as back in favor.
Housing stocks rally as supply thaws.
Housing stocks are moving up after mass downgrades because a thaw is occurring: supply has arrived to quell demand, home prices are finally coming down, and Toll Brothers and Lennar led the group higher, with Home Depot and Lowe's also rallying.
Buy Meta on TSMC social-media strength.
After listening to TSMC's call, Cramer says it is worth buying Meta, as social media was called out for strength and the stock is a high-quality name that has done nothing lately, giving investors another chance before takeoff.
Apple lags despite strong phone demand.
TSMC noted strong demand for expensive phones, but Apple's stock has done nothing and Cramer worries buyers have not figured out to buy it yet; he still sees another chance to buy this high-quality stock before it takes off.
Broadcom may be starting its move.
Broadcom is another high-quality laggard linked to AI and custom silicon; the stock rallied $3 and Cramer wonders if today was the day it started, giving another chance to buy before takeoff.
First Horizon benefits from Southeast growth.
First Horizon is seeing customers biased for growth, a better regulatory backdrop, strong Southeast migration, data centers as a net positive, and a pickup in mortgage refinance activity; the quarter had controlled expenses, revenue growth, and sound credit.
Babcock & Wilcox is too hot.
Babcock & Wilcox has become a speculative data-center power play through coal-to-gas conversions and an Applied Digital deal, but the stock had an extreme run, the company is losing money, carries debt, and may not deliver; Cramer would not buy even as a speculation until it cools off.
BWX too expensive despite strong story.
BWX Technologies is a less speculative nuclear and defense company with strong Navy and commercial nuclear growth visibility, but the stock has rallied parabolically to $213 and trades at nearly 50 times earnings; Cramer says wait for a major pullback or faster earnings growth.
HII is a reasonably priced shipbuilder.
HII is the largest military shipbuilder, sole designer and builder of nuclear-powered aircraft carriers, one of only two nuclear submarine makers, and has a growing Navy drone business; at under 24 times earnings and 16% earnings growth, Cramer likes it.
General Dynamics offers defense upside cheaply.
General Dynamics is a diversified defense contractor with nuclear submarine and Gulfstream aerospace exposure, potential upside from a 50% increase in defense spending, and trades at 21 times earnings with 12% growth; Cramer calls it not pricey and may add it to the charitable trust.
Avoid oil stocks on political pressure.
Cramer is not inclined to like oil stocks this year because he believes the president wants oil down and has a $50 price target for oil; he will not get in the way of that bearish pressure.
Rubrik selloff is a buying opportunity.
Rubrik reported a blowout quarter, then pulled back to around $69, so investors are basically getting that fantastic quarter for free; the CEO says it is data infrastructure for AI, cloud, and SaaS, not seat-based, with 34% ARR growth, $1.35 billion ARR, and strong free cash flow, and Cramer sees a mistaken-identity cheap stock.
Santander is a strong buy now.
Cramer calls Santander terrific and amazing, praises Ana Botín as incredible, says he recommended it to Oxygen 3, and is redoubling his efforts to tell investors to buy it right now.
Avoid toxic enterprise software stocks.
Cramer says enterprise software companies are in almost freefall and toxic, with no one wanting to touch them, so he is staying away from Datadog and Autodesk and the whole group.
Origin Bancorp is a rocket ship.
Cramer calls Origin Bancorp a rocket ship and a winner; he says stay in it and buy more on a pullback.
Cava is a buy on momentum.
Cramer says Cava is making a big move that has just started, the restaurant group is strong, and Cava is a buy.
Trim Royal Gold after fast run.
Royal Gold is a very good company, but after a fast 40% gain and an all-time high, Cramer wants investors to take a little off the table tomorrow.
Goldman, Morgan Stanley are cheap franchise banks.
Goldman Sachs and Morgan Stanley reported fantastic numbers, are high-quality franchises, and still trade at only about 17 times earnings, far below Colgate or P&G and the S&P average, so Cramer thinks they are undervalued, finally getting their due, and will go much higher.
This CNBC video, published January 16, 2026,
features Jim Cramer, Brian Jordan
discussing TSM, MU, WDC, SNDK, NVDA, ASML, KLAC, AMAT, LRCX, GEV, IWM, SBUX, TXRH, YUM, TOL, LEN, HD, LOW, META, AAPL, AVGO, FHN, BW, BWXT, HII, GD, XLE, WTI, RBRK, SAN, DDOG, ADSK, OBNK, CAVA, RGLD, GS, MS.
25 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer,
Brian Jordan
· Tickers:
TSM,
MU,
WDC,
SNDK,
NVDA,
ASML,
KLAC,
AMAT,
LRCX,
GEV,
IWM,
SBUX,
TXRH,
YUM,
TOL,
LEN,
HD,
LOW,
META,
AAPL,
AVGO,
FHN,
BW,
BWXT,
HII,
GD,
XLE,
WTI,
RBRK,
SAN,
DDOG,
ADSK,
OBNK,
CAVA,
RGLD,
GS,
MS
