Mad Money w/ Jim Cramer 7/13/26

**SPEAKER_1** (0:00)
The board recommends approving...

**Jeff** (0:01)
Regarding that seat on the committee, we're promoting......to most quarterly earnings...

**SPEAKER_3** (0:04)
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**Jim Cramer** (1:01)
My mission is simple, to make you money.
I'm here to level the playing field for all investors. There's always a bull market somewhere, and I promise to help you find it. Mad Money starts now.

**Jim Cramer** (1:16)
Hey, I'm Cramer.

**Jim Cramer** (1:18)
Welcome to Mad Money. Welcome to Cramer, America. Other people make friends. I'm just trying to help you make some money. My job is just to entertain, but to put it in context, call me at 1-800-753-CBC. Tweet me at Jim Cramer. Here we go again. Today's winners, the Prozac Chemical Company that is Dow, the Boring Fertilizer Company that is Mozac, the Refiners, especially my favorite Volero, and the Dollar Stores. Reminders that the most boring stocks win when Iran shuts down the Persian Gulf and oil goes higher. I don't think you should chase today's winners long term. Although after a session with a doubt at 138 points, the SB lost.79% and the NASDAQ tumbled 1.55%.
I think it's time to circle back to tech to make some money. Why?
Because the sector that is tech is wonderfully robust versus other groups and it's just been clobbered back to where I think is very near the buying zone again. Despite Iran, wonderful things had happened to tech at the drop of a hat. Take last week. I've been saying that meta has to do something big with its excess compute capacity because it leaves a lot of money on the table.
Literally the next day, meta does exactly that. Confirming a story I had helped break the week before, a simple acknowledgement of something that seems so obvious that has given you a nearly 100 point gain this month. They had to sell some of that compute.

**Jim Cramer** (2:54)
Now compare that with PepsiCo.

**Jim Cramer** (2:55)
A company used to give you a consistent mode of your growth, with a stock that had declined to the point where it seemed like it would be easy to beat expectations. Nope, PepsiCo, it crushed you.
By a simple stroke of a pen, Meta gives you almost 100 points. By dint of a weak quarter, PepsiCo takes a severe beating.
In the end, the tech companies, especially Big Tech, just have a lot more to offer than the rest of this market. But we know that there was big money to be made in SK Hynix listing on Friday, because they kept the supply of stock tight. Today, SK Hynix gave up a huge amount of gain, but not all of it. Money was still made. Again, tech is dynamic. This time, SK Hynix is benefiting from the same memory shortage that made you fortunes in Micron, and the data storage stocks, and the semiconductor capital equipment makers. They keep rallying because there's literally not enough of their product going around, and that has not changed, and it might not change until 2020
But then consider the opposite.
Try to be thoughtful for a second. Solstice Advanced Materials acquisition of Element Solutions. That's a $14.5 billion deal announced last week. We had Solstice on the show. The rationale for the deal was frankly brilliant. They're putting together a modern-day materials colossus. By the way, including the key materials needed to make semiconductors run nuclear power plants, in another time, both stocks would have rallied.
Instead, right out of the gate, both stocks were losers. They got killed. Now, ultimately, I think it would be a good deal.
I actually want to buy it for the Chapel Trust, but we have too many stocks right now, and Solstice is being lost in the shuffle, and it just won't work. Now, consider the possibilities this week. I don't know if you saw, but once SK Hynex started rallying on Friday, so did NVIDIA. Now, this was a big deal, because NVIDIA has been trying our patience, right? I think buyers of SK Hynex sold NVIDIA stock to get into the SK Hynex deal. Why NVIDIA? Because it's big, its liquid is doing nothing. If you sold a lot of NVIDIA to get SK Hynex, then it got a small piece of that Hynex than you wanted. Well, then you had a lot of leftover cash to be able to put back in NVIDIA. Same for if you sold the SK Hynex, flipped it into strength on Friday.