Geopolitics Alpha

Cramer warns SanDisk and Western Digital are worst stocks if data center capacity shrinks

Published . Updated .

Cramer warns SanDisk and Western Digital are worst stocks if data center capacity shrinks Yahoo Finance

Directly affected

  • SNDK Sandisk

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SNDK———————
LMT———————
RTX———————
NOC———————
GD———————
ITA———————
BA———————
LHX———————
HII———————

Cramer warns SanDisk and Western Digital are worst stocks if data center capacity shrinks Yahoo Finance

Source: Yahoo Finance

How solid the defense case looks

25 out of 100

“Cramer warns SanDisk and Western Digital are worst stocks if data center capacity shrinks” scores 25 out of 100. The score uses 2 sources.