Trade Ideas
Buy McDonald's if yield hits 3%.
McDonald's is breaking down, sells at 21 times earnings with a 2.7% yield. If the yield rises to 3% (i.e., the stock price falls further), it becomes a buy on a yield basis. Until then, it's not attractive.
QSR better than McDonald's now.
Restaurant Brands International (QSR), owner of Burger King, is winning now and is a better company than McDonald's. This is a preference based on current competitive dynamics.
Avoid Pfizer, buy bonds instead.
Pfizer has no earnings momentum; the only attraction is its 6.66% dividend yield, but bonds are a better source of yield. Avoid the stock.
Uber is a buy at 25x earnings.
Uber reported a very good quarter, sells at 25 times earnings, has great growth away from the data center. It is a buy.
Hawkeye 360 is a buy.
Hawkeye 360 is a geolocation and signals intelligence play with 74% sales growth last year, accelerating to over 100% in Q1. It has a pristine balance sheet ($400M cash, zero debt), exploding backlog (>2x last year's revenue), and is growing three times faster than Planet Labs yet valued at only $3B vs Planet Labs' $15B. The stock can be bought here after its strong debut.
Palo Alto Networks is a buy.
Palo Alto Networks is in a strong uptrend with a breakout above resistance on high volume, a bullish MACD crossover, and aggressive institutional buying (Chaikin Money Flow). Lang sees it heading back to $235 and eventually $275-280. Cramer loves it for the Charitable Trust.
Cisco is a buy, wait for entry.
Cisco Systems is chugging ahead like a freight train with higher highs and higher lows on strong volume. The Chaikin Money Flow shows a huge surge and heavy call option buying. Lang sees it clearing $100 soon on the way to $110. Cramer likes it, but suggests waiting for a better entry point (possibly after earnings on Wednesday).
CrowdStrike is a buy, target $600.
CrowdStrike formed a double-bottom W pattern and exploded higher on strong volume with skyrocketing money flow indicating strong institutional buying. Lang thinks it could run to $600 and revisit old highs in the 560s soon. Cramer loves it.
Buy Cloudflare at current level.
Cloudflare took a 24% hit on layoffs and a soft outlook, but Cramer thinks the quarter was fine and the layoffs were to become more efficient. He believes the stock will hold at this level and recommends buying here.
Vicor: watch, wait for pullback.
Vicor is a strong AI infrastructure story solving power delivery bottlenecks for AI racks. The backlog jumped 70% quarter-over-quarter, and it has a close relationship with Cerebras. However, the stock is up 600% in a year and parabolic. Cramer recommends taking some profit if you own it, or waiting for a pullback to buy. It belongs on the watch list.
Avoid Chewy until war ends.
Chewy is a high-growth retail stock hurt by the war. Until the war ends, Cramer cannot recommend buying it.
Avoid Ford due to multiple headwinds.
Ford has warranty problems, the war is ongoing, and rates are not declining. Hard to own, pass.
Eli Lilly is a buy.
Eli Lilly is a bull market. Cramer did extensive work on the stock and is ready to roll with it.
Caterpillar is a buy.
Caterpillar benefits from oil & gas pumping, infrastructure spending, and the need for electricity generation for hyperscalers. It is a buy.
This CNBC video, published May 11, 2026,
features Jim Cramer
discussing MCD, QSR, PFE, UBER, Hawkeye 360, PANW, CSCO, CRWD, NET, VCOR, CHWY, F, LLY, CAT.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
MCD,
QSR,
PFE,
UBER,
Hawkeye 360,
PANW,
CSCO,
CRWD,
NET,
VCOR,
CHWY,
F,
LLY,
CAT
