Mad Money 04/13/26 | Audio Only
Speakers
Jim Cramer
— Host, Mad Money
Summary
Jim Cramer analyzes the market's resilience to geopolitical tensions and highlights specific investment opportunities. He recommends stocks like Nvidia, Shopify, and Super Group, while cautioning against overvalued names like Lightwave Logic and troubled stocks like Super Microcomputers. The episode includes a deep dive into the fiber optics theme and a lightning round with rapid-fire stock calls.
- Cramer argues the stock market is ignoring the war due to low interest rates and domestic natural gas advantages.
- He recommends owning Nvidia as the premier AI investment, trading at attractive valuations.
- Shopify is presented as a buy due to strong fundamentals, seasonal patterns, and being oversold on misplaced AI fears.
- Lightwave Logic is a watchlist stock after a massive run; better plays are Nvidia, Coherent, or Lumentum.
- Super Microcomputers should be sold on a bounce due to accounting irregularities.
- Corning is favored for its glass fiber exposure to data center growth.
- Super Group is highlighted as a cheap, cash-flowing international sports betting and gaming company.
- The lightning round includes bullish calls on Goldman Sachs and Element Solutions.
Trade Ideas
Own Nvidia as the best AI play.
Nvidia is the best and cheapest way to play the AI theme, trading at 18 times next year's earnings. Jensen Huang is leading the AI revolution and sees where the puck is going, including in photonics. Own it, don't trade it.
Shopify poised for a seasonal rally.
Shopify is not a victim of AI displacement because its tools are for small/medium businesses that lack engineering talent to build replacements. Fundamentals are strong with 30%+ revenue growth, and technical analysis from Larry Williams indicates a seasonal rally pattern from April into August, with the stock currently in an undervalued zone and showing institutional accumulation.
Watch Lightwave Logic after huge run.
Lightwave Logic has promising electro-optic polymer technology for AI data centers and has partnered with major foundries, but the stock has already run 10-fold in a year. The business is still early-stage with minimal revenue and losses. After such a move, it's better to watch or consider cheaper plays like Nvidia, Coherent, or Lumentum.
Sell SMCI on bounce due to irregularities.
Super Microcomputers (SMCI) faces accounting irregularities due to an indictment for illegal shipments. Cramer's rule is that accounting irregularities equal sell. He advises selling on a bounce to around $30.
Corning's glass fiber for data centers.
Corning (GLW) is owned for the Trust because next year's and the following year's estimates are too low. The thesis is that glass bit fiber will take over the entire data center, driving growth.
Super Group is a cheap international cash machine.
Super Group (SGHC) is a cash machine focused on profitable international markets outside the US, avoiding prediction market competition. It generates strong free cash flow (70-75% of EBITDA) and is still cheap despite a 54% run. The company exited the unprofitable US market and focuses on regions like Africa, Canada, and the UK.
Buy Goldman Sachs on weakness.
Goldman Sachs reported an unbelievable quarter and the stock is down, presenting a buying opportunity.
Element Solutions is a good semiconductor play.
Element Solutions is a very good chemicals company tied to semiconductors via its electronics business.
