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Jim Cramer's Lightning Round: Medline, Super Micro, Oscar Health, and More

CNBC TelevisionJanuary 22, 20266 min6,613 views
15 connections·15 entities in this video

Stock Picks and Analysis

  • 💡 Oscar Health is discussed with membership up nearly 30% year-over-year and revenue growing over 20%, with Jim Cramer expressing confidence due to CEO Mark Bertolini.
  • ⚠️ Super Micro Computer (SMCI) is not recommended; Cramer suggests owning Nvidia instead if interested in that sector.
  • 🤔 Alkermes Pharmaceuticals is considered a hold, possibly a weak one, as Cramer feels more should have happened by now.
  • 🏦 Huntington National Bank and KeyCorp are both recommended as terrific stocks.
  • 📈 UiPath is seen as ready for a breakout after a pullback and good earnings, with Cramer noting the CEO is very good, though a wait might still be necessary.
  • 🏥 Smith & Nephew receives a negative review; Cramer dislikes the commoditized nature of the business, citing an anecdote about knee replacements not having a preferred brand.

Medline and Constellation Energy

  • Medline is described as "unbelievable" and a definite buy, with Cramer noting it's a nine-buy stock.
  • Constellation Energy is a stock Cramer advises selling due to a significant gain and the uncertainty introduced when the president gets involved, suggesting it's time to move on to find other winners.

Other Mentions

  • 🚀 STM is considered cheap and good, with Cramer stating he would be a buyer of Team Micro.
  • 🗣️ The segment includes a brief mention of Goldman Sachs and CNBC, with Cramer sharing an inspirational story about perseverance.
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15 entities
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Transcript23 segments

Full Transcript

Topics13 themes

What’s Discussed

Stock MarketInvestmentOscar HealthSuper Micro ComputerNvidiaAlkermes PharmaceuticalsHuntington National BankKeyCorpUiPathSmith & NephewMedlineConstellation EnergyTeam Micro
Smart Objects15 · 15 links
Companies· 11
Concepts· 2
People· 2