Let’s not mince words. Every night, I leave the office kicking myself that we don’t have enough data center, meaning we should be chock-full of stocks of companies that make money from the artificial intelligence infrastructure buildout. I berate myself for not having all the right ones. I cringe for owning some of the wrong ones. I swear a blue streak, even throw a bottle or two, as I used to in my old hedge fund days, because the money seems so darned easy to make, and we aren’t making enough of it. This is all nonsensical, self-defeating, masochistic behavior. A close parsing of our CNBC Investing Club portfolio shows we have about 47% exposure to AI and data centers, which is way more than we should. Some would say that, given that we are running a diversified portfolio, we are being downright reckless. We are constantly pivoting to find the best stocks. We are always prepared to pounce, even willing to break our discipline, because I know the data center explosion is perhaps the greatest stock story of all time. I am going to review the ones we have. But let’s say you still want in, even after Tuesday’s tremendous 20% move in Micron and Wednesday’s follow-through rally. What should you do? I am going to give you the best of the data center stocks we don’t have. But if you are truly jonesing for one more, or two or three, or even four of these stocks, who knows, maybe you only want to own data center stocks and don’t want to spend a second even pondering diversification, here we go. In semiconductors, Micron can still go higher because it remains cheap at a forward price-to-earnings multiple of roughly 10. You are most certainly not early, but you can also buy Advanced Micro Devices , Marvell Technology , and Intel . AMD has both central processing units (CPUs) and graphics processing units (GPUs). Intel has CPUs and a packaging business and needed foundries, which in chip industry speak means manufacturing facilities. Marvell has a terrific optical division. In storage, you can still buy Sandisk , Seagate , and Western Digital . In AI hardware, Dell still makes sense and can go higher because it is killing the competition. It’s also a leader in personal computers. Among the semiconductor equipment makers, you can buy Lam Research and Applied Materials . At one time or another, we either contemplated or owned many of these. In the portfolio’s roughly 47% exposure, we own chip leaders Nvidia , Broadcom , and Arm Holdings . The big four hyperscalers — Alphabet , Amazon , Meta Platforms , and Microsoft — are on the sheets. On the industrial side of the AI boom tied to powering data centers, we own GE Vernova and Eaton . We own Corning for its optical fiber cabling, which is replacing copper. Let’s not forget our cybersecurity names, CrowdStrike and Palo Alto Networks , and semiconductor materials company Qnity . Even Apple touches AI. And with its partnership with Alphabet and its use of Google’s Gemini, we expect news about a smarter Siri at Apple’s developers conference next month. But remember, we manage a charitable trust, which is the portfolio used by the Club. We run money in a responsible, diversified fashion where we do our best not to be too overloaded with companies that have parabolic stocks, meaning a stock with a rounded bottom that then shoots straight to the moon. We don’t want to bet the house on anything, even as it seems like no important company is doing anything but building out data centers. (See here for a full list of the stocks in Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
Here’s my list of best stocks to buy tied to AI and the great data center buildout NYT News Today.
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