저자: JimCramer · 외국인
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AI 인프라 확장을 5개 레이어(전력·반도체·물리 인프라·클라우드·애플리케이션)로 설명하며 전 레이어에 걸친 수혜주 목록 제시. 전력 수요로 유틸리티·가스·가스터빈·연료전지 기업 강세, 반도체 공급 부족 지속(AMD·Intel·Micron·Sandisk 등), 데이터센터 인프라(Dell·Eaton·Caterpillar 등) 수혜, 클라우드·AI 앱 확산 강조. 발언은 2026년 이후 장기 관점의 종목 추천 성격이며 구체적 목표가나 1~3개월 방향 예측은 없음. S&P500 인덱스 보유만으로는 수익이 희석된다는 취지.
다듬은 글
I just gave you the buy list for 2026 and beyond. Jim Cramer just handed you one of the most actionable stock buy lists of 2026 on live television and most people completely ignored it. Not because it was hidden, not because it was complicated, but because most investors hear AI and data centers and immediately think, "I already missed that trade.
Nvidia already ran. Move on." But here is what those investors are missing. The stunning gains we're seeing in stocks like AMD after tonight's close, beautiful. Intel, SanDisk, Micron, Coherent, GE Vernova, and many others are driven by a coalescence of three themes. And tonight, I want to go through them and then give you the best examples of what getting what's going to go higher with this firehose of money coming at you.
Better get ready AND WRITE THEM DOWN. AND then he walked through a framework straight from Nvidia CEO Jensen Huang. It is called the five-layer cake. Think of the entire AI build-out as a vertical stack. Power at the base, semiconductors above that, physical infrastructure above that, cloud above that, and applications at the very top.
Every single dollar invested in AI flows through all five layers simultaneously. One system, five layers, hundreds of billions flooding into every single one. Let's break it down. I'm going to walk you through the wide range of winners so you know what the heck I'm talking about. You We know the whole compute complex needs power, right?
That's why you have stocks like American Electric Power, Sempra. These are Vista, Constellation. They are with They're going higher even as interest rates aren't aren't going up. Normally, that interest rates going higher is a bad thing for utilities. The linkage is broken because of the demand for power from the data centers.
You have GE Vernova, which spent years under GE as a struggling builder of turbines. Suddenly, it went on its own. And what is it doing? It's printing money. It's how you have a natural gas company like EQT roaring because you need that nat gas to burn. Then there's the red hot Bloom Energy with its non-combustible energy generation.
Stock is a rocket ship. You need the chips, too. That means Nvidia, of course, which started all remains the largest company on Earth, but there's also competitor AMD. Again, fantastic job tonight. Lisa Su will be on "Tomorrow Morning's Squawk on the Street". There's memory and data storage with the now familiar Sandisk.
You know, the one that was up 4,000% in a year, as well as Seagate, Western Digital, and Micron. For semiconductor manufacturing, what do we have? We have ASML, we have Applied Materials, Lam Research, and KLA. We got chips from Google and Amazon that are first-rate. And then there are the new agents that do things that are that are powered by CPUs from AMD, ARM Holdings, Intel.
Hence why the latter stock can't seem to stop it. And all these all these CPUs, they didn't seem to be worth anything. They're gold. None of them saw this new computer economy coming except for Nvidia. So, all are short on product. They don't have enough. Everything I just mentioned, there's not enough supply.
We don't have enough compute. We don't have enough of the components that would let us make more. It's a gigantic shortage. Then there's the infrastructure. That's all about Dell, which makes the servers, the AI factory, if you will. Enphase Energy for cooling, Corning for the connecting fibers, as well as Arista, Ciena, Cisco for the networking equipment.
There's Lumentum and Coherent advanced fiber optics, Eaton for the electricity. You need By the way, that hit that that was ridiculous. Just go buy that one. I'm not kidding. So, we own it for the trust. They got hit ridiculously. We bought some today. You need backup power. That's Caterpillar and Cummins.
This and Generac. As for the actual builders, core, we have Oracle. They're the ones putting them up, as well as some private equity firms, Brookfield, Blue Owl, Blackstone, among many others. Nucor makes the steel. Quanta hooks up everything up to whatever source the builder needs. Sterling Infrastructure does a lot of the building too and the roads too.
It reported to manage his quarter last night. How to manage it jumped 276 points or 52% today. How's that versus your index fund? What else? You need to have cloud infrastructure to run the models. Think Google Cloud, Microsoft's Azure, Amazon Web Services. You also got that stuff that meta Microsoft something.
I I mean that meta is something. Microsoft is Azure. Finally, sitting on top, there's the the interface that started it all, ChatGPT from OpenAI along with Claude from Anthropic, Gemini from Google and several others. Here's what you need to know about this compute led AI economy. It's so much broader than anyone ever seems to believe, especially even just 2 years ago.
Apple uses Gemini for its AI. So, that's a gigantic number. They have 160 million people in America that have Apple phones. Maybe they're going to be on Gemini all the time. Almost every retailer is in the cloud, but 80% of the businesses haven't yet gone to the cloud. Here's the bottom line. AI is inexorable.
It's fierce, and it's making believers fortunes. Those who don't see it and are stuck in enterprise software or sitting out tech entirely are missing enormous gains. It ain't done. Those with S&P index funds get a small diluted piece of the action. Those who pick the right stocks who get it all because I just gave you the buy list for 2026 and beyond.
From semiconductors into utilities. From cloud into industrials. From pure tech into companies that have existed for a century. Kramer said it directly. You have a well-financed revolution already making money for the leaders, and now those gains are spreading through almost the entire economy. The hyperscalers have committed hundreds of billions to AI infrastructure as capital flows through all five layers.
To chip makers, to hardware companies, to electrical suppliers, to energy companies, to fiber providers. Every dollar creates a chain of downstream spending touching every layer of the cake. So, what does this mean for your portfolio? If you own an S&P 500 index fund, you have some passive exposure.
But if you want to be intentional, the five-layer framework gives you a real road map. Ask yourself, do I have power exposure? Do I own the full semiconductor ecosystem or just one name? Have I looked at the infrastructure layer seriously? Which cloud platform do I have the most conviction in? The investors who answer those questions and back them with capital are the ones who will look back at 2026 and say they were positioned correctly for one of the greatest capital cycles of their investing lifetime.
Power, chips, infrastructure, cloud, applications, five layers, one system. Kramer called it the buy list for 2026 and beyond. Hit the like button, subscribe, and drop a comment. See you in the next one.
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