Trade Ideas
Data center grid buildout winner
Quanta Services is the obvious winner for building out the electric grid as utilities are asked to double in size, and the data center buildout requires massive grid infrastructure. The stock soared nearly 16% today and the company's call highlighted strong demand.
Multi-year move in climate control
Carrier's quarter may be the beginning of a multi-year move for the climate control company, driven by data center cooling needs, and it also had good numbers out of Europe.
Semiconductor testing demand strong
Teradyne is a semiconductor test and measurement play that has been a tremendous performer during the data center buildout because chip testing is critical and no one can afford errors.
Qualcomm hyperscaler win expands reach
Qualcomm just landed a big account with a hyperscaler, expanding beyond its niche cell phone focus. The stock was up 15% and is now in favor.
Strong GLP-1 pill demand drives Lilly
Eli Lilly reported a fantastic quarter with strong demand for its new GLP-1 pill form drug, foundo, and prescription data is encouraging. The company is creating a lot of jobs and has too much good going on. He has been telling people to stick with Lilly.
Data center engines drive Caterpillar
Caterpillar has a huge amount of business from the data center buildout. Investors are buying hundreds of cat engines to build off-grid natural gas power plants, driving enormous demand. He worries they don't have enough inventory.
Alphabet's cloud and search booming
Alphabet reported an incredibly strong quarter with 22% revenue growth, 82% earnings growth, core search up 19%, and Google Cloud sales skyrocketing 63%. Their data center spending is producing spectacular results and Wall Street was happy to get behind it.
Data center networking beneficiary
Ciena is a networking equipment company that benefits from the need to connect all the chips in data centers. It has been in networking forever and the stock has been strong for ages.
Iron Mountain pivots to data centers
Iron Mountain has pivoted from paper shredding to leasing its massive document storage facilities to hyperscalers for AI data center racks, cashing in on the buildout.
Apple strong, own don't trade
Apple had a strong quarter with revenue up 17% and good guidance. He says you own Apple, you don't trade it, and people should have bought it after earnings.
Intuitive threatened by competitors
Intuitive Surgical faces serious competition from J&J and Medtronic, and he is worried one of them will hit pay dirt and hurt Intuitive Surgical.
Mastercard pullback is buying opportunity
Mastercard's post-earnings pullback of 4% is overdone; the company beat top and bottom line. CEO outlined strong underlying consumer spending and new opportunities in agentic commerce and stablecoins. He thinks the stock is too low and it doesn't make sense to not own it.
Amazon AWS and chip growth strong
Amazon had a very solid quarter with 17% revenue growth and 75% EPS growth. AWS was the star with 28% growth, its best in almost four years. Amazon's custom chip business is at $20B annual revenue. He thinks the stock goes higher and is just consolidating after a parabolic move.
Palantir still great long-term
Palantir is a longer-term investment that is firing on all cylinders. Nothing has changed about how great they are despite the stock pulling back from highs.
Reddit fuels AI with human data
Reddit is a terrific story, essential for training AI models as a database of human conversations. Revenue growth over 60% for seventh consecutive quarter, 90% gross margins, minimal capex ($1M). He calls it a winner.
Western Digital parabolic, sell
Western Digital (and Sandis) are way too parabolic. He says sell, sell, indicating they are overextended.
This CNBC video, published April 30, 2026,
features Jim Cramer
discussing PWR, CARR, TER, QCOM, LLY, CAT, GOOGL, CIEN, IRM, AAPL, ISRG, MA, AMZN, PLTR, RDDT, WDC.
16 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
PWR,
CARR,
TER,
QCOM,
LLY,
CAT,
GOOGL,
CIEN,
IRM,
AAPL,
ISRG,
MA,
AMZN,
PLTR,
RDDT,
WDC
