Ideas
Buy market dips from Trump.
Cramer argues the Trump administration is far more comfortable taking the market down than up, which will create plenty of good buying opportunities over the next three years; investors should wait for these selloffs and then buy.
Buy gold and Agnico on weakness.
Cramer is a gold bug who owns gold and buys when it is down rather than chasing strength; he prefers Agnico Eagle over Barrick Gold and says he is a buyer after Agnico's recent weakness.
United Airlines has smart management.
Asked about JetBlue, Cramer instead praises United Airlines as amazing and calls CEO Scott Kirby very smart, effectively favoring United over JetBlue.
DraftKings needs big-state legalization.
Cramer is waiting on DraftKings because it needs Texas, California, and Florida to legalize sports betting; without those states, he thinks the stock will not go anywhere, though he still hopes they come on the ballot.
J&J growth, pipeline support buying.
Cramer likes Johnson & Johnson after a healthy revenue beat, modest earnings beat and strong full-year forecast; he highlights the CFO's bullish 2026 outlook, pharma and medtech growth, pipeline, resolved MFN deal, aggressive litigation defense, and multiple myeloma data, and sees the muted stock reaction as a buying opportunity.
OpenAI funding key for AI data centers.
Cramer calls OpenAI the Achilles heel of the AI data center complex: it has committed to $1.4 trillion in compute spending against a $20 billion revenue run rate and may need to raise $100 billion at an $800 billion valuation. If the raise succeeds, the data center group could roar; if OpenAI cannot raise money, keeps losing share to Gemini and Claude, or loses the Musk lawsuit, the many data center companies relying on its orders could suffer. He is more cautious than last year.
Gemini fixes Alphabet search cannibalization.
Cramer says Alphabet's Gemini 3 is viewed as the best AI model and that Alphabet solved the search-cannibalization problem by integrating Gemini alongside search results; he has switched from ChatGPT to Gemini.
Claude Code pressures enterprise software.
Cramer says Anthropic's Claude Code is so good that it is one reason most enterprise software companies have continued to get hammered, as the product gains favor with enterprise customers.
Motorola can compete with Axon.
Cramer likes Motorola Solutions very much and thinks CEO Greg Brown is doing a terrific job; he still believes the company can give Axon a run for its money.
Strategy has convertible overhang, Bitcoin risk.
Cramer points to Strategy as a leveraged Bitcoin play whose shares are down 64% from their 52-week high; Bitcoin's decline is the main reason, and the convertible bonds that can turn into stock add a supply overhang that could pressure shares sooner than investors think.
Tesla is robotics play.
On a robotics question, Cramer says he wants Tesla rather than other robotics plays; he acknowledges Tesla has done nothing but suggests maybe it is time for it to do something.
Own Opendoor as speculative housing play.
Cramer endorses owning Opendoor as a wild speculative stock despite its lack of profits; he cites management's performance pay and open-market buys, its real mission to revive home ownership, and the frozen housing market that Opendoor could help thaw.
Hold Fiverr; commoditized but profitable.
Cramer tells a holder to keep Fiverr because it does not lose money, but he calls it the most commoditized stock he has been asked about this weekend.
Memory prices surging, no peak yet.
Cramer says AI demand has overwhelmed memory supply, driving a 400% to 500% increase in memory prices with no peak in sight; Micron, Seagate, SanDisk, and Western Digital are running, and SK Hynix and Samsung have not flooded the market. He regrets missing the move but will not chase parabolic stocks.
Semicap equipment shortage benefits makers.
Cramer says semiconductor capital equipment makers are also in short supply, and their inability to quickly expand memory output keeps the memory shortage going; buyers are taking up Applied Materials, KLA, and Lam Research.
Memory costs hurt Dell, HP, Apple.
Cramer says rising memory prices are hurting memory makers' customers: as memory makers go up, customers' earnings go down, causing weakness in Dell, HP, and Apple; he specifically calls Apple a lousy performer because memory costs are eating into margins.
This CNBC video, published January 22, 2026,
features Jim Cramer
discussing SPY, B, AEM, UAL, DKNG, JNJ, AI data center stocks, GOOG, IGV, MSI, STRATEGY, TSLA, OPEN, FVRR, DRAM, AMAT, KLAC, LRCX, DELL, HPQ, AAPL.
16 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
SPY,
B,
AEM,
UAL,
DKNG,
JNJ,
AI data center stocks,
GOOG,
IGV,
MSI,
STRATEGY,
TSLA,
OPEN,
FVRR,
DRAM,
AMAT,
KLAC,
LRCX,
DELL,
HPQ,
AAPL
