Stock picks

Micron Could Be the Most Important AI Stock After Nvidia

Micron just posted numbers that made Wall Street scramble to rewrite its models, and a handful of deals locked in with its biggest customers suggest the memory cycle everyone expected to crack may not behave the way it always has before.

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Cramer's read: a Politico tariff report failed to dent Nvidia, a sign traders are pricing chip trade risk as noise for AI demand.

NVDA makes stand as it shakes off Politco story about tarrifs
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Cramer is flagging $220 as where sellers are dragging Nvidia, and 114 replies in short order show how raw the sentiment around the AI leader has become.

Nvda-- banging this one down to $220 i guess...
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Cramer is calling out a single heavy pre-market seller capping Nvidia in a $2 band, which is the kind of supply that sets the open.

Ever since 4:15 a.m. there has been a persistent seller of Nvidia from $225 to $223. It is heavy here...
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