Z(@ZeeContrarian1):Jim Cramer has already made every investor run away from data-center stocks, while politicians on both sides are now bashing data centers and shouting that they are bad for the environment. It seems to me that we’re at, or very close to, peak fear. But at the end of the day, data centers are essential to America’s future and its ability to remain the global leader in AI. After a 50% drawdown in many of these stocks, I think this represents a fantastic opportunity for investors willing to look beyond the current fear. My two favorites right now are $BTDR and $IREN. They offer some of the most asymmetric upside I have seen in any stocks recently. The risk is high. The potential reward is much higher.

2026.09.02 13:49

Jim Cramer has already made every investor run away from data-center stocks, while politicians on both sides are now bashing data centers and shouting that they are bad for the environment. It seems to me that we’re at, or very close to, peak fear. But at the end of the day, data centers are essential to America’s future and its ability to remain the global leader in AI. After a 50% drawdown in many of these stocks, I think this represents a fantastic opportunity for investors willing to look beyond the current fear. My two favorites right now are $BTDR and $IREN. They offer some of the most asymmetric upside I have seen in any stocks recently. The risk is high. The potential reward is much higher.

Shay Boloor@StockSavvyShay

2026.09.02 02:16

Jim Cramer says “the data center has become a major battleground” and is cutting exposure as AI buildout becomes increasingly unpopular heading into the election. $NBIS, $IREN, $CIFR, $CRWV, $APLD, $WULF, $HUT, $SPCX