Upstart Holdings:
Cramer praised Upstart’s AI-powered lending platform, noting its ability to expand into new markets. Despite concerns over rising interest rates, Cramer believes Upstart’s strong underwriting model will continue to perform well.
ARS Pharmaceuticals:
Cramer highlighted ARS’s promising drug pipeline, particularly its lead candidate for treating refractory chronic cough. With positive clinical trial results and a large potential market, Cramer sees significant upside for ARS.
SMART Global Holdings:
Cramer recommended SMART Global as a play on the growing demand for cloud computing and data storage. The company’s focus on high-performance computing solutions makes it well-positioned to benefit from the increasing adoption of cloud-based technologies.
Enbridge:
Despite recent controversies, Cramer believes Enbridge remains a solid investment. The company’s extensive pipeline network and long-term contracts provide stable cash flow, making it a defensive play in volatile markets.
Medtronic:
Cramer remains bullish on Medtronic, citing its strong track record of innovation and market share gains in medical devices. The company’s recent acquisition of Intersect ENT further strengthens its position in the growing ENT market.
