The Cramer Trust Tracker

Jim Cramer

What’s inside

NVDA NVIDIA: Trust is long; he says SpaceX's chip buying spree keeps him bullish on Nvidia.
AAPL Apple Inc.: Says investors selling on the iPhone 18 report are stupid as plywood.
MSFT Microsoft: He explained on air why Microsoft stays in the Charitable Trust portfolio.
AMZN Amazon: His classic value-in-megacap call: AWS, ads and international strength underappreciated.
JNJ Johnson & Johnson: Named as a defensive healthcare name that is working in the Club portfolio.
HD Home Depot (The): He hated owning it but says it kept him in the game on AI sell-off days.
COST Costco: Trust holding he treats as the resilient consumer anchor into earnings.
MRK Merck & Co.: Pharma is the group he says the Club leans on when the Fed is on the warpath.
META Meta: Disclosed Trust holding and top of his list of AI stock picks.
CRM Salesforce: Trust holding; he keeps pressing management on the AI agent story.
MU Micron: Trust is long; he pressed the CEO on why the memory bear case is wrong.
INTC Intel: Disclosed Trust position and his long-running US chipmaking turnaround bet.
XOM ExxonMobil: His way to own the oil spike he says is forcing the Fed's hand.
GS Goldman Sachs: He remains bullish on the Charitable Trust holding into bank earnings week.

Why it could work

Cramer's barbell — cheap megacap compounders paired with pharma, staples and energy — can keep working if AI spending broadens out while rate and oil shocks reward defensive ballast.

What could break it

If the Fed keeps hiking and tech finally has the broad washout he's waiting for, both ends of the barbell can fall together and the defensive side won't cushion enough.

For learning only. Not investment advice.