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4 Memory Stocks Cramer Says Could Avoid an AI Bust and Keep Climbing

Jim Cramer says 4 reminiscence chip shares nonetheless have room to climb, even after posting a few of 2026’s largest good points. The Mad Money host argues Micron, SanDisk, Seagate, and Western Digital have damaged their outdated boom-and-bust sample.

AI information facilities have created a persistent reminiscence chip scarcity. Elon Musk has known as reminiscence the important thing bottleneck to information heart development, and Cramer says that scarcity, not hype, separates this rally from prior cycles.

Micron (MU)

Cramer’s Charitable Trust purchased Micron final week throughout a pullback tied to South Korean friends’ selloff. He calls the inventory extra of a development identify than its rivals.

Micron has gained 242% this 12 months, and gross margin jumped from 39% to 85% 12 months over 12 months. Shares commerce close to seven instances fiscal 2027 earnings estimates.

Micron is pushing upwards once more after its July rout. Image Source: Trading View

Cramer stated Micron might double once more if information heart demand holds, and he plans to go to the corporate’s Idaho analysis facility this week to interview CEO Sanjay Mehrotra.

SanDisk (SNDK)

SanDisk has climbed 631% in 2026, and is without doubt one of the greatest preforming shares up to now. The firm authorized a $15.5 billion buyback and posted an 85% gross margin, up from 26% a 12 months earlier. Shares commerce close to eight instances fiscal 2027 earnings estimates.

SanDisk is without doubt one of the greatest performers of the 12 months. Image Source: (*4*)

Seagate (STX)

Seagate is up 252% this 12 months. It licensed a $5 billion buyback final 12 months and posted a document 52% gross margin, up from 37%. The inventory trades round 17 instances fiscal 2028 earnings estimates.

Seagate can also be recovering from its July drop. Image Source: Trading View

Western Digital (WDC)

Western Digital has gained 202% in 2026. The firm accepted a $4 billion buyback and lifted gross margin to 54% from 41%. Shares commerce close to 16 instances fiscal 2028 earnings estimates. Only Micron has skipped a buyback up to now, a niche Cramer known as curious given the opposite three firms’ payouts.

Multiyear provide agreements underpin these margins. BeInCrypto beforehand reported multiyear customer agreements price $93.9 billion throughout eight shoppers, together with three US hyperscale information heart operators, cited by Evercore ISI as the idea for a bullish SanDisk ranking.

The case isn’t one-sided. BeInCrypto has lined supply glut fears hitting these identical names, and Cramer warned three weeks in the past that the AI commerce echoed the dot-com bust.

Cramer stated the most important threat is Samsung ramping new capability to flood the market, however he doesn’t count on that to occur quickly since new fabs take years to construct.

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