Mad Money 04/14/26 | Audio Only
Speakers
Summary
Jim Cramer analyzes the recent market rally, attributing it to feared events not materializing. He interviews Viking Holdings CEO Tor Hagen about the company's strategy and presents five favorite discounted growth stocks. Cramer also takes caller questions and gives quick stock opinions in the lightning round, while technical analyst Jessica Insk discusses market charts and earnings focus.
- Cramer explains the market rally as driven by worst fears not happening.
- Interview with Viking Holdings CEO Tor Hagen on company's focus on quality and unique offerings.
- Cramer lists five favorite discounted growth stocks: Uber, Vistra, Booking Holdings, Southwest Airlines, and First Solar.
- Cramer answers caller questions on stocks like AppLovin, Deutsche Bank, and Banco Santander.
- Technical analyst Jessica Insk discusses market charts, oil correlation, and earnings focus.
- Lightning round features quick opinions on Giga Cloud Technology, CCC Intelligent Solutions, and Sauna.
- Cramer emphasizes a long-term mindset for wealth accumulation.
- Overall theme: market overbought but selective opportunities exist.
Trade Ideas
Apple is ready to roll.
Cramer states that Apple never really went down and is ready to roll, implying it is poised for a move up as part of the Magnificent 7 resurgence.
Banco Santander is about to break out.
Cramer advises a caller to switch from Deutsche Bank to Banco Santander when Deutsche Bank recovers, because Santander is about to break out and is the one to own.
Uber is cheap with strong earnings growth.
Uber is down 29% from its high but expected to grow EPS nearly 40% this year; fears about robo-taxis are overblown as Uber's network of 200 million monthly active users makes it a natural partner for autonomous driving companies, and the stock is now cheap for the first time in years.
Vistra is a buy with doubling earnings.
Vistra is down 25% from its high but earnings are expected to more than double this year; it trades under 19 times earnings and benefits from surging electricity demand from data centers and its nuclear power business, making it a buy after cooling off.
Booking is attractive at 17 times earnings.
Booking Holdings is down 22% due to AI displacement fears and European exposure, but management gave a strong full-year forecast; at 17 times earnings with 17.6% expected earnings growth, it is attractive and could soar when the war ends.
Southwest is a bargain turnaround story.
Southwest Airlines is down 25% in two months, trades under 15 times earnings, and earnings are expected to triple this year; it is a terrific turnaround story and a potential takeover target if airlines consolidate.
First Solar is insanely cheap with growth.
First Solar is down nearly 30% but expected to post 27% earnings growth and trades at just over 11 times earnings; Larry Fink is bullish on solar, and First Solar has domestic production advantages in a high-tariff era, with spiking oil prices benefiting alternative energy.
AppLovin could bounce then trim.
AppLovin could bounce from 433 to 450-460, but then should be trimmed because of fear of competition from Google disrupting the SaaS space.
Giga Cloud is inexpensive and impressive.
Cramer met the CEO of Giga Cloud Technology and was impressed; the stock keeps going higher and is very inexpensive.
Avoid CCC, prefer Berkshire or Lemonade.
Cramer would rather own Berkshire Hathaway or Lemonade than CCC Intelligent Solutions, implying CCC is not the best choice and may be disrupted by AI.
Sauna will be hurt by AI.
Cramer agrees with sellers that Sauna will be disrupted by AI and thinks it will be hurt, recommending against owning it.
