Jim Cramer - Mad Money

He always says buy this, don't trade it. They just delivered another set of stunning numbers: revenue growing 85% year over year, revenue beating with most of their growth coming from their core data centre business, hyperscaler revenues up 115% YOY while other areas grew 74% YOY, while gross margins were in line, free cash flow beat, and announced an $80 billion share buyback. They raised guidance, too. But the stock is so big, it's hard to surprised investors, so the stock is flat after hours.

It's been a brutal year for software companies. INTU is -50% from last summer's high, but their customers are sticky (consumers, small/medium) businesses, which immunizes them from AI displacement worries. Businesses can't afford to use AI to write their own software. INTU reported a top and bottom line beat and raised full-year guidance. Also, they will lay off 17% of its staff to lower costs, which the street viewed this as weakness, not strength. He totally disagrees with the sellers. 

It's had a parabolic move, though down 5% today. It's too expensive for the moment.

They have plenty data centre exposure but has nearly doubled this year. Too far, too fast.

Trades at a high 46x PE after a strong rally. Too expensive.

It trades under 12x PE, but pulled back 6% today which may be the time to buy this. Buy some now, and more after a 2-3% decline.

It's had a parabolic move and needs to fall more than today's 7% for him to buy it.

Is up 3,000% the past 12 months but trades at only 20x 2026's PE. Still, it's too expensive compared to Micro. This has to fall even more.

Too pricey at 50x 2027's PE.

They had an amazing quarter, and the best backlog of any data centre stock, but their 52x PE is too high.

It got blasted on a cancer drug trial's results. He expected it to succeed. It fell 10% today. Could be more downgrades to come.

Since the current CEO took over a year ago, shares have rallied 321% and has given earnings surprises. This is one of the greatest turnarounds he's ever seen. Their high-end CPUs are essential to data centres. In a time of chop shortages, Intel has been building its US capacity. Their latest quarter was super, and they can't keep up with demand.

Too expensive at 51x PE though is a good company.

They host an HQ visit for investors on Monday. Their construction division is essential to the data centre build. It trades at 36x PE like a tech stock. He likes it, but it's overheated. Does it merit the premium?