Cramer's AI Stock Picks The Fourth Industrial Revolution Is Here Dude

• Nvidia and Corning are identified as top AI buildout winners Dude.
• Alphabet and Amazon showcase strong AI potential, but Microsoft raises concerns Dude.
• Financial stocks like Capital One and Wells Fargo are seen as AI integration opportunities Dude.
• Honeywell and Boeing highlighted for their strong aerospace prospects Dude.

The Fourth Industrial Revolution? Respect My Authoritah

Alright, listen up, you guys. Jim Cramer, that dude from CNBC, had his Investing Club meeting. He's all hyped about this "Fourth Industrial Revolution" thing, which is apparently just a fancy way of saying AI is gonna take over the world. And you know who's leading the charge? Nvidia. Cramer says they're the gold standard, and after their earnings, well, he's probably right. I mean, I always knew Cartmanland was the future, and now AI is making it happen even faster, dude. Just picture it, robots running everything, and I'm in charge of all the tokens.

Cramer's AI Dream Team You Guys

So, Cramer's got his AI dream team, right? Besides Nvidia, he's betting big on Corning, Qnity Electronics, and Eaton. Corning's making fiber optics, which are apparently better than copper for data centers. Qnity is making materials for semiconductors and electronics, which is crucial for all this AI junk. And Eaton? They're hooking up the data centers to the power grid. And speaking of power, GE Vernova is there too, they make the gas turbines that power the data centers. It's all about the power and the chips and, dude, it's like the perfect recipe for taking over the world, or at least making a ton of money and, you know, buying even more Cheesy Poofs. Speaking of, US Lawmakers Clash Over Advanced Chip Sales to China regarding advanced chip sales to China, and that affects the whole AI thing too.

Alphabet, Amazon, Microsoft A Little More Nuance Dude

Now, Cramer's got some, uh, 'nuance' when it comes to Alphabet, Amazon, Microsoft, and Meta. Alphabet is like, his golden child, with YouTube, cloud computing, and their robotaxi thing, Waymo. Amazon's doing well with AWS, their cloud business, but Cramer's not buying more. Meta? He thinks Zuckerberg is playing catch-up in the AI race, buying up all the Nvidia and AMD hardware. Microsoft? He's worried about them, dude. He's staying in the game to avoid repeating past mistakes, but it's not looking good. Basically, some of these companies are cool, some are less cool, and I'm just waiting for the moment I can use AI to make Butters my personal servant.

Cisco, Broadcom, and Cybersecurity Stocks Software is for Losers

Cisco and Broadcom are in the mix too. Cisco builds the internet plumbing, so they're in on the AI thing. Broadcom makes custom chips and networking stuff. But, uh oh, software is getting disrupted by AI, and that's hurting some of these cybersecurity companies. Cramer's sticking with CrowdStrike because they have the best weapons to fight cyber dudes. So, basically, if you're not making hardware, you're probably screwed, which is why I'm investing in the most powerful hardware of all, my brain dude.

Apple The Greatest Freeloader in the AI Race

And then there's Apple. Cramer calls them the "greatest freeloader" in the AI race. They're just sitting back, letting everyone else spend billions, and then they'll just swoop in and use AI without spending a dime. And they're paying Alphabet a small amount to integrate Gemini into iOS. It's a smart deal that lets Apple tap into AI without draining their cash flow. Cartman's Law dude, always find someone else to do the hard work for you.

The Rest of the Portfolio Screw You Guys, I'm Going Home

Cramer also talked about a bunch of other stuff, like financial stocks, industrials, and retail. Capital One and Wells Fargo are good buys, Goldman Sachs will be making bank on IPOs, and Boeing is fixing their mess. TJX Companies is doing great, and Costco is watching their membership renewal rates. Starbucks is turning around, and Procter & Gamble is getting a new CEO. Basically, it's all the same old stuff, just with a little bit of AI sprinkled on top. But honestly, I'm getting bored. Screw you guys, I'm going home to play with my Alexa and order a lifetime supply of Cheesy Poofs.