On Wednesday’s episode of “Mad Money”, Jim Cramer delivered a candid and at times self-deprecating segment he called “The Stocks That Got Away” — a look at a lengthy roster of names that his CNBC Investing Club charitable trust missed or passed on too early.
- MRVL stock is on a tear. See the price action here.
Cramer opened by revisiting one of his most painful near-misses: Sandisk Corp. (NASDAQ:SNDK).
The memory stock has surged 300% year-to-date, and Cramer acknowledged his own rules worked against him.
His long-standing discipline of trimming positions during parabolic price moves led him to signal a sell — and the stock just kept climbing.
“My discipline has, from time to time, betrayed me,” Cramer said, adding that Sandisk’s staying power was unlike anything he had seen.
“I am always going to miss a stock like Sandisk because my disciplines will betray me,” he said, per CNBC.
‘The Stocks That Got Away’
The SanDisk admission set the tone and Cramer ran through a wide list of data infrastructure, memory and semiconductor names he wishes had a home in the trust’s portfolio.
Western Digital Corp. (NASDAQ:WDC) and Seagate Technology (NASDAQ:STX) rounded out the memory and storage triumvirate alongside SanDisk.
Micron Technology (NASDAQ:MU), which has been a major beneficiary of AI-driven demand for high-bandwidth memory, was also on the list.
On the chip side, Cramer cited Advanced Micro Devices (NASDAQ:AMD), Marvell Technology (NASDAQ:MRVL), Credo Technology Group (NASDAQ:CRDO), and Astera Labs (NASDAQ:ALAB) as standout misses in the AI semiconductor infrastructure buildout.
Networking optical player Ciena Corp. (NYSE:CIEN) and Lumentum (NASDAQ:LITE) were named as misses in the optical interconnect space, both of which have rallied as data center bandwidth demands intensify.
Cramer also named Intel Corp. (NASDAQ:INTC), a stock the trust has had a complicated history with, as well as cloud AI infrastructure darling CoreWeave (NASDAQ: CRWV), which has emerged as one of 2026’s most talked-about plays.
Vertiv Holdings (NYSE:VRT), the data center power and cooling infrastructure company, and Dell Technologies (NYSE:DELL) rounded out the compute and infrastructure side of the list.
Bloom Energy Corp. (NYSE:BE), the clean power and fuel cell company, was also included as a missed play on the growing energy demands of AI data centers. Bloom Energy stock has gained over 1,200% since last April, per Benzinga Pro.
The Takeaway
The segment served as a reminder that sometimes even experienced investors leave gains on the table when the set-up isn’t right.
“But it’s important to always remember that sometimes your styles, your traits, your disciplines may betray you. It did it with Sandisk,” Cramer said.
Image created using photos from Shutterstock
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