Jim Cramer - Mad Money

Is up 88% in Q3, and one of the top S&P stocks in Q3. He owned this year ago, but it was flat. Glad to see the market recognizing it now.

Is up 70% in Q3, and one of the top S&P stocks in Q3, thanks to an improved balance sheet and better move box office and takeover talk.

Is up 56% in Q3, and one of the top S&P stocks in Q3. Their Apple partnership is huge, but so is their fibre-optic glass used to move information in data centres which he expects to replace the copper used in data centres.

Is up 53% in Q3, and one of the top S&P stocks in Q3. Very well-run. They make testing equipment in semis.

Is up 51% in Q3, and one of the top S&P stocks in Q3. HOOD highlights cryptos and appeals to traders of crypto, unlike other firms.

Is up 57% in Q3, and one of the top S&P stocks in Q3. The CEO fixed the balance sheet, sold a major stake to the US government and is turning things around.

Is - 33% in Q3, and one of the worst S&P stocks in Q3. It has a history of coming back, though, so a reversal is possible.

They provide outsource manufacturing for all sorts of businesses, from healthcare to autos and data centres. They just reported a blowout quarter and raised their forecast. But the stock sold off 7% in one day. Their revenue guidance was conservative, so it sold, but he suspects there was profit-taking.

It reported a solid quarter and shares jumped 6% today. The stock was lost under its previous CEO, but nearly a year ago they brought back a former executive to grow the business. He started a position in this last week. Their quarter: revenue and EPS beat. North America was particularly strong, though China remains a problem. Gross margins also beat, despite shrinking. Listening to customer feedback, they are redesigning their biggest franchises and brands. Shares jumped 20% in Q1. Also, they are selling directly on Amazon for the first time since 2019. Caveats: turnaround take time, something the CEO warns of. All told, he expects shares to reach $100.

Didn't care for their last report. Is up 100% this year, though, and he likes subscription businesses, but is more confident is Amazon's subscription business.

It debuted today, soaring nearly 55%. Astonishing. The company didn't exist when the year started. Fermi believes they can get 1.1 gigawatts of power online by end-2026, then increase steadily, with their nuclear power coming online in the 2030s, which he thinks is optimistic given how long it takes to launch nuclear plants. As a REIT, this could take a long time to turn a profit. They have made no profits and have accumulated expenses. They are tight with Trump, which should help with regulatory approvals. The co-founder was the sec. of energy during Trump I. The other two co-founders have limited track records, though, not "seasoned" as publicized; Toby Neugebauer was the CEO of GloriFi, which went bankrupt in months and mired in lawsuits (that still exist) and was accused of drinking on the job. This casts doubt on the leadership. Steer clear of this. 

Not a bad stock. Not expensive, despite having a big move.

Faces the same problem as other software companies, that there's a feeling that AI can create the same product as theirs.

Their weight-loss drug, he feels, can be used for hypertension, dementia and alcoholism. The stock is stalled because it's clumsy to use (refrigerated, then injected), but LLY is tested a daily pill to replace that. This would expand their market and market cap a lot.