"This is a company with a hammerlock on artificial intelligence and graphics processors and it's become our largest semiconductor company. The company has a $516 billion valuation, up from just $15 billion five years ago," Cramer said.
"Nvidia caught fire ... the last three months [given its] fantastic raised guidance and the increasing likelihood that the regulators around the world will allow it to acquire a company called Arm Holdings, the British chipmaker that makes central processing units for both cellphones and personal computers."Cramer said CEO Rick Muncrief "understands that Wall Street is sick and tired of oil companies that spend beyond their means and are awful stewards of capital.
"The new Devon has a variable dividend that gives you a huge yield when oil prices are high, like right now," he added. "As long as crude stays above sixty bucks a barrel, we're talking about a 7% yield here. No wonder people like this one for the second half, too.""You might think Pool's a weird fit for this list, ... but you have to remember that the housing market's on fire. [with] rising home values.
"While the company picked up a lot of business during the pandemic, it's clear that investors believe they'll get a major boost in the second half as those conferences come back," Cramer added. "That said, with the stock up 32% last quarter, I think the easy money already has been made. This one's not for me.""Equifax shocked Wall Street with its much better than expected results and its more aggressive buyback.
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