Ideas
30-year Treasury is the king
The 30-year Treasury is in charge of everything; with yields around 5.3%, it is a powerful risk-free competitor to lower-yielding stocks and the ultimate sleep-at-night asset, especially for investors 50 or older.
Airlines hurt by long bond, oil
Airlines are hostage to the long bond and oil; high 30-year Treasury yields and elevated oil raise their borrowing and fuel costs, limit growth, and make their stocks unattractive relative to risk-free Treasuries.
Howmet too expensive at 44x
Howmet is a commodity-oriented fastener/aerospace business trading at about 44 times earnings; that is too expensive for a commodity-like business, and the chart suggests it may go lower.
Micron is an aggressive buy
Cramer agrees with the caller's detailed Micron thesis on forward earnings, potential dividend increase, and $30 billion buyback after chip expiration; his travel trust owns it and is buying it aggressively.
Buy Arista on dips
Arista has a fantastic company and CEO Jayshree Ullal; every dip since her tenure has been a buying opportunity, and he is not backing away.
Avoid Lululemon, broken stock
Lululemon is a broken stock and possibly broken company: athleisure demand is weak, competition is brutal, leadership has been absent, China execution stumbled, and guidance was cut; too risky to short but no reason to buy.
Buy Seneca Foods on pullbacks
Seneca Foods is a compelling defensive food processor with a mix of branded and private label, recent Green Giant acquisitions, reasonable ~13x earnings, and debt reduction; start with a small position and buy more on a pullback.
Buy Walmart in stages
Walmart is absorbing costs to keep prices low and build customer loyalty, which pressures near-term earnings but should pay off when inflation ends; buy some around 106/105 and add near 95, though it lacks yield support.
Target doing better than Walmart
Target has yield support and is doing better than Walmart right now.
Own SoFi long term
SoFi is a well-managed fintech bank but trades at a high valuation versus peers, so it may mark time until earnings grow; he likes the company and wouldn't mind owning it long term.
Avoid P&G, no growth
Procter & Gamble lacks the growth he wants, and its 3% yield is not enough; the investing club sold it.
Tractor Supply has no mojo
Tractor Supply is a good company but has no mojo or catalyst; the stock cannot lift, so it should be avoided for now.
Texas Pacific Land is fantastic
Texas Pacific Land is in the right industry, is inexpensive, and is a fantastic stock introduced by Ben Stoto.
Worried about TJX franchise
Cramer is deeply worried about TJX because Marmaxx blew it, management won't explain what went wrong or how it fixed it, and retail is under pressure from weaker discretionary income, even though he still owns it for the trust.
Costco too expensive on comps
Costco trades at a much too high multiple for same-store sales that are just good, not fabulous.
This CNBC video, published September 10, 2026,
features Jim Cramer
discussing TLT, AIRLINES, HWM, MU, ANET, LULU, SENEA, WMT, TGT, SOFI, PG, TSCO, TPL, TJX, COST.
15 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
TLT,
AIRLINES,
HWM,
MU,
ANET,
LULU,
SENEA,
WMT,
TGT,
SOFI,
PG,
TSCO,
TPL,
TJX,
COST
