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It's not too late to start buying the data center winners. Here's why

Cnbc · · 2462 words · By Jim Cramer
AI Investment Supercycle Market Timing (FOMO) Growth vs. Value Investing
open_in_new Read the original article: https://www.cnbc.com/2026/05/10/jim-cramer-why-its-not-too-late-to-start-buying-…

psychologyDetected Techniques

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Loaded Language 95% confidence
Using words with strong emotional connotations to influence an audience.
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Appeal to Authority 85% confidence
Citing an authority figure as evidence, even when the authority is not qualified on the topic.
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Repetition 90% confidence
Repeating a message until it is accepted as truth.
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Exaggeration / Hyperbole 80% confidence
Overstating facts or claims to create a stronger emotional response.

fact_checkFact-Check Results

18 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 8
info Single Source 6
check_circle Corroborated 2
report Misleading 1
help Insufficient Evidence 1
info
“Roundhill Memory ETF — symbol DRAM, of course — take in more than $5 billion in a month.”
SINGLE SOURCE
The evidence confirms the Roundhill Memory ETF (DRAM) exists and rallied 70% in a month, but does not mention it taking in 'more than $5 billion' in a month. The highest figure mentioned in the evidence is $1 billion in assets.
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web search NEUTRAL — The Roundhill Memory ETF (CBOE: DRAM) — the first U.S.-listed fund offering pure-play exposure to global memory semiconductor companies — has rallied over 70%, a month after Roundhill Investments brou…
https://www.benzinga.com/markets/tech/26/05/52326534/roundhi…
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web search NEUTRAL — Memory ETF DRAM Rallied 70% In One Month – Here's Why - Roundhill Memory ETF (BATS:DRAM), iShares MSCI So.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…
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web search NEUTRAL — Get detailed information about the Roundhill Memory ETF. View the current DRAM stock price chart, historical data, premarket price, dividend returns and more.
https://www.investing.com/etfs/dram
report
“it took in $1.1 billion on Thursday alone”
MISLEADING
The claim states it took in $1.1 billion on a 'Thursday alone'. However, multiple sources state the ETF surpassed $1 billion in assets in total within two weeks (or 10 trading days) of its launch, not in a single day.
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web search NEUTRAL — Roundhill Memory ETF (DRAM), the first US ETF concentrated on Samsung Electronics and SK hynix, surpassed $1 billion in assets within two weeks of launch amid surging HBM demand.
https://en.sedaily.com/international/2026/04/23/us-samsung-h…
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web search NEUTRAL — The Roundhill Memory ETF (DRAM) crossed $1 billion in assets under management on Friday, just two weeks after its launch on April 2. That's a remarkable run for a niche product and a home run for Roun…
https://www.etf.com/sections/features/dram-hits-1-billion-ew…
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web search NEUTRAL — Roundhill Memory ETF (DRAM) Surpasses $1 Billion in AUM in 10 Trading Days¹.SNDK, STX, MU, WDC Rally Powers First Dedicated Memory ETF To $1B AUM In Under Two Weeks.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…
info
“its core holdings like SK Hynix, Micron , Samsung, Sandisk , Seagate , Kioxia and Western Digital”
SINGLE SOURCE
The provided web search results for this claim are completely irrelevant (referring to a medical institute and a dictionary definition of 'core'), providing no information about the ETF's holdings.
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web search NEUTRAL — Apr 22, 2026 · The CORE Institute was founded to deliver the highest standard of orthopedic, spine, neurological, bone health, and vein care. Built upon a foundation of pioneering research, academics,…
https://thecoreinstitute.com/
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web search NEUTRAL — Core can be a noun, verb, or adjective, but is most often used as a noun to refer to the central or most important part of something (“the core of the issue,” “the Earth’s core”) or to the usually ine…
https://www.merriam-webster.com/dictionary/core
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web search NEUTRAL — Deeply rooted in nature and guided by a mission to bring people together through the finest alternative house & techno music, CORE is bringing the mythical and beautifully crafted stage to all corners…
https://corela.frontgatetickets.com/
info
“Micron rallies over 200 points in a week without me, going from $542 a share to $747.”
SINGLE SOURCE
While one source mentions a price target of $740 and an all-time high of $683.09 on May 7, 2026, there is no evidence confirming a specific weekly move from $542 to $747.
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web search NEUTRAL — Find the latest Micron Technology, Inc. (MU) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/MU/
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web search NEUTRAL — Micron MU stock hit an all-time high of $683.09 on May 7 2026 and has gained over 700 percent in the past year.Mizuho raised its price target on Micron from $545 to $740 on Friday. At least one analys…
https://artvoice.com/2026/05/08/mu-stock-price-just-hit-an-a…
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web search NEUTRAL — Micron Stock Price Just Hit A 52-Week High And Here Is Why.Micron (MU) Stock Surges 10% as $700B Market Cap Falls for the First Time.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…
info
“Micron is trading at 9 times the next 12 months worth of earnings, according to FactSet”
SINGLE SOURCE
The search results point to pages where this data would be (Yahoo Finance, Seeking Alpha, Investing.com), but the actual P/E ratio value of '9' is not present in the provided snippets.
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web search NEUTRAL — Detailed statistics for Micron Technology, Inc. (MU) stock, including valuation metrics, financial numbers, share information and more.
https://stockanalysis.com/stocks/mu/statistics/
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web search NEUTRAL — View Micron Technology, Inc. (MU) current and estimated P/E ratio data provided by Seeking Alpha.
https://seekingalpha.com/symbol/MU/valuation/price-earnings-…
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web search NEUTRAL — Assess the performance of Micron (MU). This table contains core financial ratios such as Price-to-Earnings (P/E ratio), Return-On-Investment (ROI), Earnings per share (EPS), Dividend yield and ...
https://www.investing.com/equities/micron-tech-ratios
info
“Melius Research's Ben Reitzes was bold enough to initiative coverage of Micron and Sandisk with buy recommendations in an April 27 note”
SINGLE SOURCE
The search results for this claim are completely irrelevant, returning results for the cartoon 'Ben 10' instead of the analyst Ben Reitzes.
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web search NEUTRAL — Ben, Kevin, and Gwen discover that Vulkanus plans to drill the center of the Earth. With the Earth at stake, Vilgax issues a conqueror's challenge to Ben. A teen uses alien technology to battle evil.
https://watch.sling.com/1/franchise/df9369307462d1d8a04092f3…
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web search NEUTRAL — Apr 15, 2025 · Ben believes he is having the perfect day. Ten-year-old Ben Tennyson is given the power to change into ten different alien heroes; with help from Grandpa Max and cousin Gwen, Ben fights…
https://watch.sling.com/1/franchise/62e2b91c4448db4aa7dd396f…
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web search NEUTRAL — Join Ben, Gwen and Grandpa Max as they travel the country in the Rustbucket and discover your inner alien superhero by subscribing to the Ben 10 official YouTube channel now for regular updates!
https://www.youtube.com/channel/UCoWgc1mqe-bcfb_lem7EyOg
info
“you caught a 50% gain in Micron in just a couple weeks if you listened to Reitzes”
SINGLE SOURCE
There is no evidence provided that links a specific 50% gain to a recommendation by Ben Reitzes on April 27.
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web search NEUTRAL — Micron (MU) stock jumped 10% to cross $700B market cap milestone. AI demand drives memory chip shortage as analysts set $1,000 price target.
https://parameter.io/micron-mu-stock-rockets-10-higher-break…
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web search NEUTRAL — Find the latest Micron Technology, Inc. (MU) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/MU/
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web search NEUTRAL — Ben Reitzes, Melius Research, joins 'Fast Money' to talk the bull case for Intel after the company reported weaker-than-expected demand.
https://www.youtube.com/watch?v=9WhqzmteIB4
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“fellow Club name Dupont spinning it off in the fall”
CORROBORATED
Two independent cross-references from CNBC confirm that DuPont spun off its electronics business into a standalone company called Qnity last fall.
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cross reference SUPPORTS — Qnity Electronics, which spun off from DuPont last fall, reports in the morning.
https://www.cnbc.com/2026/05/08/jim-cramer-its-not-to-late-t…
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cross reference SUPPORTS — DuPont... spinning off its electronics business last fall into the standalone Qnity
https://www.cnbc.com/2026/05/03/3-big-things-were-watching-i…
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“Apple is going to do business with Intel”
CORROBORATED
Multiple sources indicate Apple is exploring using Intel for chip-making (foundry business) and has previously acquired Intel's modem business.
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web search NEUTRAL — Intel agreed to sell the XScale processor business to Marvell Technology Group for an estimated $600 million and the assumption of unspecified liabilities. The move was intended to permit Intel to foc…
https://en.wikipedia.org/wiki/Intel
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web search NEUTRAL — Apple Explores Using Intel and Samsung to Build Main Device Chips in the US. 5 days ago.Intel (INTC.US) Secures Key Endorsement for Its Foundry Business: Industry Shift Highlighted by Apple (AAPL.US) …
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…
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web search NEUTRAL — Apple will acquire “the majority” of Intel’s smartphone modem business for $1 billion, the two companies announced today. Around 2,200 Intel employees will join Apple, and Apple will acquire IP and eq…
https://www.theverge.com/2019/7/25/8909671/apple-intel-5g-sm…
help
“CoreWeave's stock Friday after it reported on Thursday night ? Sure, it had record revenues but it's not making any money”
INSUFFICIENT EVIDENCE
No evidence was found for this claim in the provided search results.
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“CEO Michael Intrator... points out his earlier tranches of debt were rated junk and now his bonds ratings have gone much higher and he's borrowing at around 6%”
PENDING
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“Jensen has helped Intrator tremendously, including saving CoreWeave's initial public offering last year with a $250 million anchor investment”
PENDING
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“At the time, Nvidia already owned about 6% of CoreWeave”
PENDING
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“Now it's up almost 13%, according to FactSet data. That includes another $2 billion investment in January of this year.”
PENDING
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“Nvidia participated in Nebius' $700 million round in 2024 and then invested $2 billion in March”
PENDING
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“Nvidia's deal with Iren announced Thursday : a five-year warrant for up to 30 million shares, which amounts to a $2.1 billion investment. Plus, a $3.4 billion cloud contract for Iren to manage GPU cloud services.”
PENDING
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“Vertiv, which came public through a Goldman Sachs blank-check company in 2020... with an enterprise value of $5.3 billion”
PENDING
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“The power and cooling company has market capitalization of $130 billion now.”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.