Sep 22, 2025 · 44 min
Cramer backs durable growth as investors look beyond data centers
Mad Money w/ Jim Cramer 9/22/25
The episode weighs growth, valuation, and speculation in a record-high market while testing whether quantum computing can justify prioritizing expansion over profits.
- 1Cramer favors staying invested in strong companies while searching for growth stocks with more reasonable valuations.
- 2IonQ’s CEO frames quantum computing, networking, sensing, and defense as a large opportunity that warrants continued investment before profitability.
- 3Industrial companies tied to aerospace, infrastructure, and road building offer alternatives to the crowded data-center trade.
Don't miss
IonQ CEO Niccolo De Masi explains why the company is prioritizing quantum growth and technical expansion before near-term profitability.
The brief
Cramer opens by arguing that investors abandon strong companies too quickly when negative commentary persists, using Apple and Nvidia as examples of durable growth.
Viewer calls test a growth-first framework across Reddit, ConAgra, Chipotle, and Chevron, with Cramer favoring catalysts and expansion over high yields alone.
Boeing becomes a turnaround and trade-policy case, while a search for faster-growing, lower-multiple S&P 500 companies challenges the idea that record highs eliminate bargains.
IonQ CEO Niccolo De Masi makes the case for quantum computing across defense, networking, sensing, and space, while defending growth investment before profitability.
The lightning round broadens the search to uranium, satellite stocks, and industrial companies tied to aerospace, infrastructure, and road building beyond data centers.
What was said on this episode
38 statements · 28 positive · 7 negative · 2 mixed · 1 neutral
Apple and Nvidia rose sharply on favorable news
“both of which exploded higher today on tremendous news”
Listen at 0:55
Frequent trading is generally harmful to investors
“ill-advised, often reckless, almost always harmful trading”
Listen at 2:21
Apple’s iPhone 17 models are unusually strong products
“these were really special”
Listen at 2:53
Investors should hold classic growth stocks rather than trade them
“the classic growth stocks, as I say over and over, should not be traded, just own”
Listen at 5:58
Nvidia will continue earning substantial returns from its OpenAI investment
“I figure NVIDIA will continue to make fortunes from this investment”
Listen at 6:58
Reddit holders should not add to their positions now
“I like it. No need to buy more.”
Listen at 8:58
ConAgra lacks the growth Cramer seeks
“ConAgra doesn't have it”
Listen at 9:44
Kelly Ortberg has substantially improved Boeing’s operations
“I think CEO Kelly Ortberg has finally gotten Boeing's house in order”
Listen at 11:02
Investors should begin positions in Boeing after its pullback
“I think this is the opportunity for everyone to start a position in Boeing”
Listen at 11:44
Investors should buy Boeing incrementally, adding near $200
“buy some here and then wait until it gets to $200 and buy some more”
Listen at 11:50
Boeing will increase aircraft production and cash flow
“I expect them to be able to make more and more planes per month, which will boost their cash flow”
Listen at 13:48
Boeing could generate at least $10 billion in annual free cash flow
“the promise of $10 billion worth of free cash flow or more per year”
Listen at 16:12
Investors should begin a Boeing position tomorrow
“you've got my blessing to begin a position tomorrow”
Listen at 16:49
T-Mobile is expected to deliver 19.4% earnings growth next year
“T-Mobile's on track to give you 19.4% earnings growth next year”
Listen at 18:24
Investors should favor Expedia over Booking Holdings
“So I say stick with Expedia.”
Listen at 19:01
Dollar Tree is a buy at its current valuation and growth rate
“That makes it a buy.”
Listen at 19:24
Capital One Financial is a buy given its growth and valuation
“That's why I think it's such a buy.”
Listen at 19:52
Citigroup’s valuation gap should close favorably
“That's why that disparity is going to close to the upside.”
Listen at 20:36
Caterpillar shares have further upside
“I think it's got more upside.”
Listen at 22:01
Dell remains a core participant in AI infrastructure
“it's still a core player in the AI infrastructure”
Listen at 22:52
Chipotle needs lower commodity prices to improve
“we absolutely have to have lower commodity prices”
Listen at 24:36
Chipotle needs a clear growth roadmap to attract buyers
“you've got to have a clear roadmap for growth”
Listen at 24:45
Chevron should be held rather than bought or sold
“It's just a hold.”
Listen at 25:25
Energy stocks lack the growth Cramer wants from investments
“I just don't think that they have the kind of growth that I want out of owning a stock”
Listen at 25:37
IONQ’s computing power doubles whenever it adds a logical qubit
“We double every time we add a logical qubit.”
Listen at 30:07
IONQ’s quantum key distribution is theoretically unbreakable
“it is theoretically unbreakable”
Listen at 34:51
IONQ should prioritize growth over profitability
“Don't sacrifice growth for profitability.”
Listen at 35:35
IONQ should prioritize growth over profitability
“Growth over profitability.”
Listen at 35:47
Rivian shares will likely become available at a lower price
“I think you're going to find that stock, you can buy that stock lower”
Listen at 37:14
Investors should wait before buying Rivian
“So I say, wait, wait, wait. Don't pull the trigger here.”
Listen at 37:16
Cramer remains bullish on uranium and nuclear stocks
“I will not go against any uranium or nuclear stock.”
Listen at 37:34
Chemours is chronically undervalued
“I think it's chronically undervalued”
Listen at 37:53
Cramer will not buy Chemours despite its apparent undervaluation
“I'm not going to touch it”
Listen at 38:01
Investors can still buy Gilat Satellite despite its high price
“you can still buy the stock of Galat satellite”
Listen at 38:27
AST SpaceMobile is suitable as a speculative position
“that ASTS is a perfect spec”
Listen at 39:10
Many industrial companies are linked to growth areas beyond data centers
“There are plenty of industrials connected to growth areas like aerospace or road building”
Listen at 40:32
DuPont’s separated businesses could be worth up to $100 per share
“the sum of the parts could be as high as $100”
Listen at 41:38
Investors need technology stocks because technology offers the only real growth
“you need to own real growth stocks. And the only real growth is tech.”
Listen at 43:18
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Books & mentions
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