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Speculative builders are driving up the cost of data center construction, says Jim Cramer

Speculative builders are driving up the cost of data center construction, says Jim Cramer

CNBC Television
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  1. 01 SNDK NASDAQ VENDER +0,00%
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    Contexto THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON, AMONG OTHERS... I THINK YOU SELL SOME. YOU CAN'T BE AS HEAVILY INVESTED IN THIS THEME BECAUSE THE PRICE EARNINGS MULTIPLES ARE NOT GOING TO EXPAND.

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    Entrada $435,38 24 ago 2026
    Atual $435,38 24 ago 2026
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    I THINK YOU SELL SOME.

    Contexto THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON, AMONG OTHERS... I THINK YOU SELL SOME. YOU CAN'T BE AS HEAVILY INVESTED IN THIS THEME BECAUSE THE PRICE EARNINGS MULTIPLES ARE NOT GOING TO EXPAND.

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    Atual $794,65 24 ago 2026
    Resultado +$0,00

    I THINK YOU SELL SOME.

    Contexto THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON, AMONG OTHERS... I THINK YOU SELL SOME. YOU CAN'T BE AS HEAVILY INVESTED IN THIS THEME BECAUSE THE PRICE EARNINGS MULTIPLES ARE NOT GOING TO EXPAND.

  4. 04 MU NASDAQ VENDER +0,00%
    Entrada $910,43 24 ago 2026
    Atual $910,43 24 ago 2026
    Resultado +$0,00

    I THINK YOU SELL SOME.

    Contexto THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON, AMONG OTHERS... I THINK YOU SELL SOME. YOU CAN'T BE AS HEAVILY INVESTED IN THIS THEME BECAUSE THE PRICE EARNINGS MULTIPLES ARE NOT GOING TO EXPAND.

  5. 05 NVDA NASDAQ VENDER +0,00%
    Entrada $208,48 24 ago 2026
    Atual $208,48 24 ago 2026
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    I THINK YOU SELL SOME.

    Contexto AND OF COURSE, THE INSIDE OF OF A DATA CENTER LIKE NVIDIA, WHICH REPORTS WEDNESDAY AND HAS NOW BEEN DOWN FOR SEVEN STRAIGHT DAYS, I THINK LARGELY BECAUSE OF WORRIES ABOUT DATA CENTER SLOWDOWNS. I THINK YOU SELL SOME.

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    Entrada $262,07 24 ago 2026
    Atual $262,07 24 ago 2026
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    THE MAGNIFICENT FOUR ARE THE WINNERS.

    Contexto IT'S NOT A COINCIDENCE, IS IT, THAT THE STOCKS OF AMAZON, ALPHABET, MICROSOFT AND META ARE RAMPING, GOING UP FURIOUSLY. THE MAGNIFICENT FOUR ARE THE WINNERS... I THINK THEY'LL KEEP WINNING

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    THE MAGNIFICENT FOUR ARE THE WINNERS.

    Contexto IT'S NOT A COINCIDENCE, IS IT, THAT THE STOCKS OF AMAZON, ALPHABET, MICROSOFT AND META ARE RAMPING, GOING UP FURIOUSLY. THE MAGNIFICENT FOUR ARE THE WINNERS... I THINK THEY'LL KEEP WINNING

  8. 08 MSFT NASDAQ COMPRAR +0,00%
    Entrada $487,31 24 ago 2026
    Atual $487,31 24 ago 2026
    Resultado +$0,00

    THE MAGNIFICENT FOUR ARE THE WINNERS.

    Contexto IT'S NOT A COINCIDENCE, IS IT, THAT THE STOCKS OF AMAZON, ALPHABET, MICROSOFT AND META ARE RAMPING, GOING UP FURIOUSLY. THE MAGNIFICENT FOUR ARE THE WINNERS... I THINK THEY'LL KEEP WINNING

  9. 09 META NASDAQ COMPRAR +0,00%
    Entrada $559,02 24 ago 2026
    Atual $559,02 24 ago 2026
    Resultado +$0,00

    THE MAGNIFICENT FOUR ARE THE WINNERS.

    Contexto IT'S NOT A COINCIDENCE, IS IT, THAT THE STOCKS OF AMAZON, ALPHABET, MICROSOFT AND META ARE RAMPING, GOING UP FURIOUSLY. THE MAGNIFICENT FOUR ARE THE WINNERS... I THINK THEY'LL KEEP WINNING

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    THESE ARE THE CONVENIENT PLACES TO PUT ONE SAVING GRACE THOUGH, AND IT'S A BIG ONE RIGHT NOW.

    Contexto HOW ABOUT THE MONEY THAT'S FLOWING INTO PROCTER AND GAMBLE AND COCA-COLA OR UNITEDHEALTH ... THE JP MORGAN'S AND THE TARGETS CAN. THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON ... PEOPLE JUST WANT OUT OF DATA CENTER, AND THESE ARE THE CONVENIENT PLACES TO PUT

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    Atual $91,99 24 ago 2026
    Resultado +$0,00

    THESE ARE THE CONVENIENT PLACES TO PUT ONE SAVING GRACE THOUGH, AND IT'S A BIG ONE RIGHT NOW.

    Contexto HOW ABOUT THE MONEY THAT'S FLOWING INTO PROCTER AND GAMBLE AND COCA-COLA OR UNITEDHEALTH ... THE JP MORGAN'S AND THE TARGETS CAN. THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON ... PEOPLE JUST WANT OUT OF DATA CENTER, AND THESE ARE THE CONVENIENT PLACES TO PUT

  12. 12 UNH NYSE COMPRAR +0,00%
    Entrada $398,76 24 ago 2026
    Atual $398,76 24 ago 2026
    Resultado +$0,00

    THESE ARE THE CONVENIENT PLACES TO PUT ONE SAVING GRACE THOUGH, AND IT'S A BIG ONE RIGHT NOW.

    Contexto HOW ABOUT THE MONEY THAT'S FLOWING INTO PROCTER AND GAMBLE AND COCA-COLA OR UNITEDHEALTH ... THE JP MORGAN'S AND THE TARGETS CAN. THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON ... PEOPLE JUST WANT OUT OF DATA CENTER, AND THESE ARE THE CONVENIENT PLACES TO PUT

  13. 13 JPM NYSE COMPRAR +0,00%
    Entrada $356,39 24 ago 2026
    Atual $356,39 24 ago 2026
    Resultado +$0,00

    THESE ARE THE CONVENIENT PLACES TO PUT ONE SAVING GRACE THOUGH, AND IT'S A BIG ONE RIGHT NOW.

    Contexto HOW ABOUT THE MONEY THAT'S FLOWING INTO PROCTER AND GAMBLE AND COCA-COLA OR UNITEDHEALTH ... THE JP MORGAN'S AND THE TARGETS CAN. THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON ... PEOPLE JUST WANT OUT OF DATA CENTER, AND THESE ARE THE CONVENIENT PLACES TO PUT

  14. 14 TGT NYSE COMPRAR +0,00%
    Entrada $169,89 24 ago 2026
    Atual $169,89 24 ago 2026
    Resultado +$0,00

    THESE ARE THE CONVENIENT PLACES TO PUT ONE SAVING GRACE THOUGH, AND IT'S A BIG ONE RIGHT NOW.

    Contexto HOW ABOUT THE MONEY THAT'S FLOWING INTO PROCTER AND GAMBLE AND COCA-COLA OR UNITEDHEALTH ... THE JP MORGAN'S AND THE TARGETS CAN. THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON ... PEOPLE JUST WANT OUT OF DATA CENTER, AND THESE ARE THE CONVENIENT PLACES TO PUT

Transcrição Completa
SHRINK ANYWAY BECAUSE OF THE CHATTER, BECAUSE OF THE RHETORIC. DOES THAT MEAN YOU NEED TO SELL YOUR STOCKS THAT ARE INVOLVED WITH THE DATA CENTER? YOU'D BE LIKE US IN THE TRUST. I THINK YOU SELL SOME. YOU CAN'T BE AS HEAVILY INVESTED IN THIS THEME BECAUSE THE PRICE EARNINGS MULTIPLES ARE NOT GOING TO EXPAND. AND IF THE DWINDLING SUPPORTERS OF DATA CENTERS LOSE THEIR POSITIONS, THE COMING ELECTION, THE PEOPLE SELLING THESE STOCKS NOW WILL LOOK LIKE GENIUSES AFTER THE ELECTION. BUT LET'S SAY, HOW ABOUT THE MONEY THAT'S FLOWING INTO PROCTER AND GAMBLE AND COCA-COLA OR UNITEDHEALTH IN THE HINGE HOUSE, THE JP MORGAN'S AND THE TARGETS CAN. THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON, AMONG OTHERS, KEEP THEIR GROUPS AFLOAT? THE ANSWER IS YES, BECAUSE IT ISN'T JUST THESE STOCKS. THE LIST IS AS LONG AS YOUR ARM. VIRTUALLY ANYTHING. HEALTH CARE WORKS. SAME WITH TRAVEL AND LEISURE. PEOPLE JUST WANT OUT OF DATA CENTER, AND THESE ARE THE CONVENIENT PLACES TO PUT ONE SAVING GRACE THOUGH, AND IT'S A BIG ONE RIGHT NOW. THE COST OF BUILDING A DATA CENTER IS BEING BOOSTED BY MANY COMPANIES CONSTRUCTING THESE THINGS ON SPEC, NOT JUST THE HYPERSCALERS. IT'S NOT A COINCIDENCE, IS IT, THAT THE STOCKS OF AMAZON, ALPHABET, MICROSOFT AND META ARE RAMPING, GOING UP FURIOUSLY, GOING FURIOUSLY. >> BYE BYE BYE BYE BYE BYE BYE. >> SEE, THEY'RE THE BIGGEST BENEFICIARIES BECAUSE THEY CAN AFFORD TO COMPENSATE LOCAL COMMUNITIES AND GET THEIR WAREHOUSES FULL OF SERVERS BUILT, WHILE THE SPEC BUILDERS WILL INDEED GET OBLITERATED, AND THEY HAVE THE ABILITY AGAIN TO CREATE THAT CODE OF CONDUCT. IF THEY WEREN'T SUCH A BUNCH OF KNUCKLEHEADS, THEY WOULD. IF YOU GET RID OF THE SMALLER SPECULATIVE BUILDERS, YOU GET RID OF THE INSANE COMPETITION THAT'S PUSHED UP THE PRICE OF EVERYTHING FROM LAND TO CONSTRUCTION TO LABOR, ELECTRICITY, AND OF COURSE, THE INSIDE OF OF A DATA CENTER LIKE NVIDIA, WHICH REPORTS WEDNESDAY AND HAS NOW BEEN DOWN FOR SEVEN STRAIGHT DAYS, I THINK LARGELY BECAUSE OF WORRIES ABOUT DATA CENTER SLOWDOWNS. THE MAGNIFICENT FOUR ARE THE WINNERS. ALL RIGHT. HOW ABOUT THE FAB FOUR. IT'S PROBABLY BETTER. I THINK THEY'LL KEEP WINNING AS THEY'VE BEEN THE LOSERS. WHEN PEOPLE EXTRAPOLATE THE COST OF BUILDING THESE DATA CENTERS, RIGHT, THEY ALWAYS THINK, OH, MORE CAPEX, MORE CAPEX, SELL, SELL, SELL. THIS POLITICAL PUSHBACK MIGHT BE A GODSEND FOR THE HYPERSCALERS. ONLY A COUPLE OF US ARE THINKING OF THAT. BUT THE STOCKS ARE MOVING. SO MONEY WON'T JUST PIVOT TO THE JOHNSON'S AND JOHNSON'S. HAVE YOU SEEN THAT STOCK. IT WILL GO TO THE ACTUAL HYPERSCALERS THAT ARE BEING REVILED. THEY CAN COMPLY WITH THESE NEW RULES. THE SMALL FRY CAN'T. CLASSIC CASE OF GOVERNMENT REGULATION CRUSHING THE SMALL FRY AND BOOSTING THE BIG BOYS. HERE'S THE BOTTOM LINE. THIS DATA CENTER PUSHBACK MAY BE A VICTORY FOR BIG TECH. A REAL CYNIC WOULD SAY THAT THEY SHOULD BACK THE NEW RULES, CLARITY AND A LITTLE MONEY TO EACH TOWN, ALONG WITH ELECTRICITY SUBSIDY AND CLEAN WATER COMMITMENT WOULD SUIT THEM FINE, HELPING THEIR BOTTOM LINE

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