Trade Ideas
Vistra is a good nuclear power producer.
Cramer says Vistra is a very good independent power producer with plenty of nuclear exposure and he would buy it.
Constellation Energy offers nuclear value.
Constellation Energy knows nuclear power, has a bunch of nuclear plants in its fleet, and represents decent value at current levels.
GE Vernova is a terrific nuclear plant maker.
GE Vernova is a terrific company building a small form nuclear reactor in Ontario and partnering in building a nuclear reactor for the Tennessee Valley Authority.
Google has a viable quantum business.
Cramer owns Google for the trust and believes Google has a viable quantum computing business.
IBM is a terrific quantum computing buy.
Cramer thinks IBM is a terrific buy for its quantum computing business.
Honeywell's quantum spin-off is valuable.
Honeywell is spinning off its quantum business (Quantinuum) and it is a very valuable asset.
Rocket Lab has strong backlog and space exposure.
Rocket Lab has a $1.85 billion backlog, giving terrific visibility, and anything that looks like SpaceX should go higher.
Allbirds' AI pivot is a joke.
Allbirds is pivoting from shoes to AI, which Cramer mocks as a joke. He suggests the SEC should review the company and implies it is not a good investment.
AMD and Intel benefit from CPU shortage.
Because Taiwan Semiconductor said CPUs are in short supply, Cramer says to go buy AMD and Intel like everyone else.
Nvidia is the better GPU play.
When it comes to GPUs and service, Cramer prefers Nvidia over Allbirds because Nvidia's CEO Jensen Huang knows more and has a real sense of the industry.
Cava could be the next Chipotle.
Cramer agrees with the caller that Cava is fresh and good value, and it might be the next Chipotle. He recommends holding and buying more if the price comes down.
Snap has nothing there.
Cramer says there's nothing in Snap and he's been fighting the stock for years.
Reddit is a very valuable company.
Cramer believes Reddit should not have been down as much as it was, it is a very valuable company, and he would buy it if he could. He also notes that you can train AI on their data.
Shake Shack's turnaround is real.
Shake Shack's business has improved dramatically with revenue and profit growth, operational improvements, and a good CEO. The stock has been a disappointment but the turnaround may be real and it should not be held down forever.
Madison Air is a successful rollup.
Madison Air is a successful rollup in attractive end markets like data center cooling and semiconductor production. The financials are good, valuation is reasonable, and he sets a price target of $41.
Broadridge is undervalued due to AI fears.
The stock has been hit by AI displacement worries, but Cramer believes these are unfounded because Broadridge's business of connecting companies, brokers, and investors is not easily replaced by AI. He also sees tokenization as a tailwind.
Lumen is a decent speculative stock.
Cramer says Lumen is a decent speculative stock, noting the caller's point about its partnerships with Microsoft, Google, Palantir, and AWS.
Fastly is a buy at 24.
Cramer recommends holding Fastly and thinks it was undervalued at 56, so at 24 it is a buy.
ARR is not a good investment.
Cramer has never been a big fan of ARR, and the high yield concerns him.
PepsiCo is winning with innovation.
PepsiCo's CEO has done a great job innovating (like smaller snack packages and Gatorade fast hydration), controlling costs, and navigating challenges. The company is winning market share and the stock rallied after a good quarter.
This CNBC video, published April 16, 2026,
features Jim Cramer
discussing VST, CEG, GEV, GOOGL, IBM, HON, RKLB, BIRD, AMD, INTC, NVDA, CAVA, SNAP, RDDT, SHAK, MAIR, BR, LUMN, FSLY, ARR, PEP.
20 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
VST,
CEG,
GEV,
GOOGL,
IBM,
HON,
RKLB,
BIRD,
AMD,
INTC,
NVDA,
CAVA,
SNAP,
RDDT,
SHAK,
MAIR,
BR,
LUMN,
FSLY,
ARR,
PEP
