Jan 28, 2026 · 44 min
Cramer weighs data-center demand against market momentum
Mad Money w/ Jim Cramer 1/27/26
The episode tests whether explosive demand in memory, quantum computing, and fiber infrastructure justifies buying into sharply rising markets.
- 1Data-center demand is driving memory and fiber opportunities, but Cramer warns that supply shortages can fuel dangerous momentum chasing.
- 2Gold and silver’s record rally may continue, yet Carley Garner stresses the risks of entering after a major run-up.
- 3D-Wave’s commercial wins broaden quantum computing’s case while valuation and execution remain central investor questions.
Don't miss
Cramer argues that Corning’s $6 billion Meta fiber deal may represent only the beginning of its data-center opportunity.
The brief
Jim Cramer frames a market under government pressure, then moves through viewer questions on Moderna, aerospace, and Chipotle with a preference for evidence, value, and patience.
The memory and data-storage boom is powered by severe data-center demand, but Cramer resists chasing Micron, Western Digital, Seagate, and SanDisk after sharp rallies.
Carley Garner joins Cramer to examine record highs in gold and silver, focusing on chart signals, investor enthusiasm, and the danger of entering after a major run-up.
D-Wave CEO Alan Baratz details a $20 million Florida Atlantic University system sale, a $10 million Fortune 100 engagement, and defense-related application work.
Corning’s $6 billion fiber-optic contract with Meta becomes the episode’s clearest infrastructure bet, with Cramer arguing the deal could mark only the beginning.
What was said on this episode
23 statements · 17 positive · 5 negative · 1 neutral
U.S. government intervention increasingly resembles a command economy and can impose severe consequences.
“The United States increasingly feels like a command economy where you better accept the president's terms without complaints or suffer the consequences, which could be severe.”
Listen at 0:39
Looser environmental regulations benefit GM by reducing compliance costs on gasoline vehicles.
“GM's also been a huge beneficiary of less stringent environmental regulations, allowing the company to sell popular gas because there's no fines, no purchases of EV credits.”
Listen at 2:37
Trade protections are shielding Nucor from below-cost foreign steel competition.
“Nucor is being protected by steel towers that block farm products from being dumped on our soil.”
Listen at 3:28
The president’s social-media criticism changed RTX’s behavior.
“The true social post worked.”
Listen at 5:36
Nvidia stock should catch up with other major technology stocks.
“I think it should catch up with the rest of some of these big Mag 7 names.”
Listen at 6:39
Salesforce won a $5.6 billion, 10-year Army contract to streamline procurement and reduce costs.
“Salesforce yesterday winning a $5.6 billion 10-year contract from the U.S. Army to streamline procurement and cut costs”
Listen at 6:43
The competitive threat from Senator AI is alarming hedge-fund managers.
“the competitive threat from Senator AI has got all these hedge fund managers spooked.”
Listen at 7:18
Investors should wait for more evidence about Moderna’s cancer vaccine.
“I do say that we have to wait and see.”
Listen at 9:11
Commercial aerospace is a durable boom with no sign of slowing.
“this thing is can't miss. We had John Holmes on recently, and it is just part of the great aerospace boom. that has no sign of slowing down.”
Listen at 9:57
Chipotle is attractively priced for adding a position.
“I think it's actually a decent level to put some stock on.”
Listen at 10:55
Small disruptions could sharply damage memory and storage stocks.
“Even the smallest disruption could crush these stocks.”
Listen at 13:12
A Lam Research selloff would create a buying opportunity.
“If Lamb Research does sell off, though, that may be the real opportunity. I would be a buyer.”
Listen at 18:02
Semiconductor capital-equipment makers should outperform memory and storage stocks durably.
“I think the semiconductor capital equipment makers will be more durable winners here.”
Listen at 18:30
Investors should hold Ramaco Resources as a contrarian opportunity.
“I want you to stay in. I just think it's a great contrary play.”
Listen at 28:02
D-Wave is the global leader in annealing quantum computing.
“D-Wave is the world leader in annealing quantum computing.”
Listen at 32:21
D-Wave’s acquisition moved it into a leadership position in gate-model quantum computing.
“With the acquisition of quantum circuits, we have basically moved D-Wave into a leadership position with respect to gate model quantum computing as well.”
Listen at 32:59
Cramer continues recommending purchases of Mueller Industries.
“I am still a buyer of Mueller Industries.”
Listen at 36:37
Cramer advises avoiding design-software stocks.
“I don't want to touch design software. I really don't. I think it's just too hard.”
Listen at 37:05
Cramer evaluates Comfort Systems as a great company.
“It's a great company. I need to go to Rohit.”
Listen at 38:02
Investors should wait for Corning’s results and buy after a decline.
“Let's just do corning. We'll see what they do tomorrow, wait, and then buy if it gets hit.”
Listen at 38:41
Propane investments are excessively volatile and should be avoided.
“No, propane is way too wild.”
Listen at 39:11
Fiber is superior to copper for linking data-center servers.
“fiber's a heck of a lot better than copper”
Listen at 41:27
Corning is selling Meta $6 billion of fiber-optic cable.
“Corning is selling $6 billion worth of fiber optic cable to Meta”
Listen at 41:54
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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