Mad Money w/ Jim Cramer 4/1/26
Mad Money w/ Jim Cramer
CNBC
4.3 • 4K Ratings
🗓️ 1 April 2026
⏱️ 44 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | My mission is simple, to make you money. I'm here to level the playing field for all investors. |
| 0:08.0 | There's always a little market somewhere, and I promise to help you find it. Mad Money starts now. |
| 0:17.0 | Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramer. Other people, my friends, I'm just trying to make a couple of some bucks here. My job. Not just entertained. Do some teaching. Call me. 1-800-743-CBCB.C. Tweet me at Jim Kramer. Whenever the market gets clobbered and then starts crawling back, you always hold out hope that there'll be a broad advance, lots of different |
| 0:38.3 | groups powering higher, easily accessible to the masses that might have been blown out by the |
| 0:43.2 | just-injured decline. As we pounded our way through our second day of this rally, I can definitively say |
| 0:49.2 | that, well, this is not one of those moves. This one is limited, small, It lacks any real leadership that you can hang your hat on, at least afar. |
| 0:57.6 | It's worth filling you in on the disappointment. |
| 1:02.8 | After a seemingly strong day with the Dowell gained 224 points, |
| 1:06.3 | it has to be jumped. |
| 1:07.1 | 0.72%. |
| 1:07.7 | And then that stack went up 1.16%. |
| 1:10.1 | Because I want you to understand my skepticism now about the rally. I was looking for more today. Why don't we start with a big winner so I could put them in context? They're heavily involved with one industry. I want more than that. The data center, of course. First, we have the big four of memory, Western digital, Sandus, Cigate, and micro. We often hear that the world's short of memory and storage. What they really mean is that we need to store a lot more data for AI to comb through. These four companies make storage. They're semi-constant presence on the new high list. How come? Because memory was a bad business for so long, almost a pure commodity, low margins. So when it turned |
| 1:44.3 | out that they were sitting on a gold mine thanks to the rise in the data center, well, |
| 1:48.4 | they were caught flat-footed. Only micron is adding capacity at scale, and it's still sold out |
| 1:53.2 | in your term. So are the others, although they're trying to build new kinds of storage, |
| 1:56.7 | but that's for 2028 and 2029. They just can't build capacity fast enough |
| 2:01.0 | and until someone can build a different kind of storage, |
| 2:04.2 | their stocks might continue to lower higher. |
| 2:06.8 | Even as a purist like me doesn't want the market to be led |
| 2:09.5 | by the stocks of companies that are basically sold out |
| 2:11.7 | and can just raise prices but not do more than that. |
| 2:15.2 | We want to be led by companies like Nvidia, |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

