Hey, I'm Kramer.

Welcome to Mab Money. Welcome to Kramer. I'll be with my friends. I'm just trying to make you a little bit of money. My job is not just to entertain, but to do some teaching. So call me at 1-800-743-C- CBC. Tweet me at Jim Kramer.

Wall Street has concluded that companies involved in artificial intelligence are paying too much money to build out the data centers.

The hundreds of billions of dollars that they're all spending has turned off money managers and driven them toward other tech

companies or even other growth companies from different sectors, including industrials, drugs,

anything that has nothing to do with data.

In fact, the data center is now a scarlet letter, and Wall Street loves industrials that have

zero contact with these money pits.

And that's the setup for today, where the Dow dip 302 points.

S&B declined 0.24%, but the NASDAQ advanced 0.23%.

Honestly, it does seem pretty hopeless for the data center stocks.

Consider four out of the five top performance SB 500 this year are tech.

But listen to this kind of tech, Sandisk, Western Digital, Seagate, Micron.

Why these?

Because they're plain, old-fashioned data storage companies with an immense amount of demand

and not merely enough supply.

And the storage companies are inherently boom and then bust.

Always have been.

Always will.

Right now, there's not enough capital equipment to relieve the tightness in the market.

So these companies can put through endless price increases.

But the moment there are enough machines to manufacture these products, their stocks will indeed plummet, as they always do. Micron reports after the close tomorrow night, and while it is one of

...