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

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1. 01 SNDK NASDAQ VENDER -18,15%
   Entrada $1.493,12 24 ago 2026

   Atual $1.764,17 09 set 2026

   Resultado −$271,05

   vs. índice −18,0% SPY −0,1% no mesmo período

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   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 WIL…

   I THINK YOU SELL SOME.

   Ir

   Contexto extraído por IA 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.

2. 02 STX NASDAQ VENDER -11,49%
   Entrada $794,65 24 ago 2026

   Atual $885,92 09 set 2026

   Resultado −$91,27

   vs. índice −11,3% SPY −0,1% no mesmo período

   Citar esta recomendação · Ver vídeo original * †

   Contexto da transcrição original

   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 WIL…

   I THINK YOU SELL SOME.

   Ir

   Contexto extraído por IA 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.

3. 03 MU NASDAQ VENDER -12,89%
   Entrada $910,43 24 ago 2026

   Atual $1.027,77 09 set 2026

   Resultado −$117,34

   vs. índice −12,7% SPY −0,1% no mesmo período

   Citar esta recomendação · Ver vídeo original * †

   Contexto da transcrição original

   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 WIL…

   I THINK YOU SELL SOME.

   Ir

   Contexto extraído por IA 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 NVDA NASDAQ VENDER -7,29%
   Entrada $208,48 24 ago 2026

   Atual $223,67 09 set 2026

   Resultado −$15,19

   vs. índice −7,1% SPY −0,1% no mesmo período

   Citar esta recomendação · Ver vídeo original * †

   Contexto da transcrição original

   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 WIL…

   I THINK YOU SELL SOME.

   Ir

   Contexto extraído por IA 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.

5. 05 AMZN NASDAQ COMPRAR -3,69%
   Entrada $262,07 24 ago 2026

   Atual $252,40 09 set 2026

   Resultado −$9,67

   vs. índice −3,5% SPY −0,1% no mesmo período

   Citar esta recomendação · Ver vídeo original * †

   Contexto da transcrição original

   …M 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, …

   THE MAGNIFICENT FOUR ARE THE WINNERS.

   Ir

   Contexto extraído por IA 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

6. 06 GOOGL NASDAQ COMPRAR -5,00%
   Entrada $348,06 24 ago 2026

   Atual $330,65 09 set 2026

   Resultado −$17,41

   vs. índice −4,9% SPY −0,1% no mesmo período

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   Contexto da transcrição original

   …M 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, …

   THE MAGNIFICENT FOUR ARE THE WINNERS.

   Ir

   Contexto extraído por IA 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

7. 07 META NASDAQ COMPRAR +16,93%
   Entrada $559,02 24 ago 2026

   Atual $653,69 09 set 2026

   Resultado +$94,67

   vs. índice +17,1% SPY −0,1% no mesmo período

   Citar esta recomendação · Ver vídeo original * †

   Contexto da transcrição original

   …M 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, …

   THE MAGNIFICENT FOUR ARE THE WINNERS.

   Ir

   Contexto extraído por IA 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 UNH NYSE COMPRAR -1,43%
   Entrada $398,76 24 ago 2026

   Atual $393,06 09 set 2026

   Resultado −$5,70

   vs. índice −1,3% SPY −0,1% no mesmo período

   Citar esta recomendação · Ver vídeo original * †

   Contexto da transcrição original

   …, 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 U…

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

   Ir

   Contexto extraído por IA 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

9. 09 JPM NYSE COMPRAR -0,47%
   Entrada $356,39 24 ago 2026

   Atual $354,71 09 set 2026

   Resultado −$1,68

   vs. índice −0,3% SPY −0,1% no mesmo período

   Citar esta recomendação · Ver vídeo original * †

   Contexto da transcrição original

   …, 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 U…

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

   Ir

   Contexto extraído por IA 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

10. 10 TGT NYSE COMPRAR -7,28%
    Entrada $169,89 24 ago 2026

    Atual $157,52 09 set 2026

    Resultado −$12,37

    vs. índice −7,1% SPY −0,1% no mesmo período

    Citar esta recomendação · Ver vídeo original * †

    Contexto da transcrição original

    …, 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 U…

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

    Ir

    Contexto extraído por IA 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

11. 11 WDC NASDAQ VENDER -10,77%
    Entrada $435,38 24 ago 2026

    Atual $482,28 09 set 2026

    Resultado −$46,90

    vs. índice −10,6% SPY −0,1% no mesmo período

    Citar esta recomendação · Ver vídeo original * †

    Contexto da transcrição original

    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 WIL…

    I THINK YOU SELL SOME.

    Ir

    Contexto extraído por IA 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.

12. 12 MSFT NASDAQ COMPRAR +0,89%
    Entrada $487,31 24 ago 2026

    Atual $491,65 09 set 2026

    Resultado +$4,34

    vs. índice +1,0% SPY −0,1% no mesmo período

    Citar esta recomendação · Ver vídeo original * †

    Contexto da transcrição original

    …M 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, …

    THE MAGNIFICENT FOUR ARE THE WINNERS.

    Ir

    Contexto extraído por IA 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

13. 13 PG NYSE COMPRAR -2,69%
    Entrada $146,59 24 ago 2026

    Atual $142,64 09 set 2026

    Resultado −$3,95

    vs. índice −2,6% SPY −0,1% no mesmo período

    Citar esta recomendação · Ver vídeo original * †

    Contexto da transcrição original

    …, 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 U…

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

    Ir

    Contexto extraído por IA 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 KO NYSE COMPRAR -4,83%
    Entrada $91,99 24 ago 2026

    Atual $87,55 09 set 2026

    Resultado −$4,44

    vs. índice −4,7% SPY −0,1% no mesmo período

    Citar esta recomendação · Ver vídeo original * †

    Contexto da transcrição original

    …, 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 U…

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

    Ir

    Contexto extraído por IA 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