Ideas
Rotation hit, pure pharma bargain buy
Rotation out of consumer stocks after weak labor report created a dislocation; JNJ is now a pure-play pharma with talc litigation risk reduced to individual cases, strong oncology and cardio pipeline, and a higher P/E after selling commoditized orthopedics, making the dip an attractive entry.
Rotation hit, high-yield entry point
PepsiCo reported a fantastic quarter, but the rotation knocked the stock back to pre-breakout levels, giving it a 4%+ dividend yield. CEO unsatisfied with flat stock makes it a great entry ahead of earnings.
Turnaround stock on rotation sale
Starbucks turnaround under CEO Brian Nickel progresses slowly, but the rotation has put the stock on sale near $100, offering a rare buying opportunity.
Speculative coffee growth buy
Dutch Bros dropped 5.6% in the rotation, presenting a speculative growth opportunity for risk-tolerant investors willing to start a position.
Beer earnings bottom, bargain steal
Constellation Brands just reported a quarter that hints at a bottom in beer earnings, yields 3% after falling $7 to $130, and the Mexico World Cup loss is already priced in, making it a steal.
Trade-down beneficiary on rotation sale
Rotation crushed retailers, but TJX is a trade-down beneficiary that also profits from excess inventory it can buy for pennies; down 20 points from its high, it is a rare advantageous buy.
Post-earnings dip buy opportunity
Booking Holdings last quarter was not a blowout, but the sell-off is overdone; Cramer agrees with the caller that the stock is a buy.
Deere on fire, higher ahead
Deere is on fire with incredible stock performance and it is not done going higher, even though management tends to sandbag on conference calls.
Patient long-term compounder
Costco trades at 46x earnings with periods of underperformance followed by huge spurts; long-term it will be rewarding despite short-term frustration.
Merger pullback bargain, AI materials leader
Solstice Advanced Materials merger with Element Solutions creates a world-leading advanced materials powerhouse for AI, data centers, and semiconductors with a sold-out nuclear business; the 15% post-announcement dip from arbitrage selling is a terrific buying opportunity.
Cheap at 17x, long-term hold
Goldman Sachs at 17x earnings looks just as cheap as when he recommended at $180; the stock could easily reach $1,700 without getting expensive, so hold on.
Neocloud pivot monetizes AI investment
Meta Platforms pivoting into the NeoCloud business to rent out compute at premium prices is great for shareholders because it monetizes huge AI investments and generates found money from underutilized capacity.
Stick with NVDA, Neocloud ecosystem
Nvidia is backing major NeoClouds to create a competitive ecosystem against hyperscalers developing custom chips, which is a key reason to keep holding the stock.
Pure play AI cloud, huge backlog
CoreWeave is the best pure-play Neocloud with a nearly $100B backlog, aggressive revenue ramp from ~$13B this year to over $40B by 2028, and the stock is cheaper than the price at which Nvidia invested.
Hyper-growth AI cloud, Nvidia backed
Nebius has Nvidia's seal of approval with a $2B stake, a meta deal worth up to $27B, Microsoft as a customer, and incredible growth with revenue ramping aggressively, though execution risk remains.
Cheap on 2030 AI cloud earnings
Oracle is one of the few companies that can raise capital for premium AI compute rentals; it trades at just over 7x 2030 earnings if it hits estimates, and founder Larry Ellison can capitalize on the compute shortage, making it cheap despite the recent decline.
Hybrid AI compute, Nvidia partner
Hut 8 is a hybrid between Neocloud and real estate, supplying power and shell while also running AI workloads; it is an Nvidia strategic partner and growing like a weed.
Too hard to own, avoid
Chewy bounces but goes right back down, too hard to own.
Spec buy in ultrasound imaging
Butterfly Network has promising handheld ultrasound/MRI technology, fell from $20 to $8, can be bought a little lower as a speculative position with no major flaws.
Like company, miracle worker CEO
NXT (NextPower) is run by Dan Sugar, a miracle worker, and Cramer still likes the company very much even though he sold too early.
Grid upgrade winner, continue higher
PLC is a mini Quanta Services play on grid upgrades for AI and data centers, undercovered, and should continue to go higher barring a ban on new data centers.
This CNBC video, published July 06, 2026,
features Jim Cramer
discussing JNJ, PEP, SBUX, BROS, STZ, TJX, BKNG, DE, COST, Solstice Advanced Materials, GS, META, NVDA, CRWV, NBIS, ORCL, HUT, CHWY, BFLY, NXT, PLC.
21 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
JNJ,
PEP,
SBUX,
BROS,
STZ,
TJX,
BKNG,
DE,
COST,
Solstice Advanced Materials,
GS,
META,
NVDA,
CRWV,
NBIS,
ORCL,
HUT,
CHWY,
BFLY,
NXT,
PLC
