Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 1/15/26
4 snips
Jan 16, 2026 
Bipul Sinha, Co-founder and CEO of Rubrik, joins to share insights into the booming data security sector. He discusses how Rubrik is leading the charge in data recovery and cybersecurity solutions. Sinha highlights impressive growth metrics and the importance of agentic AI governance in enhancing resilience. The conversation touches on free cash flow improvements, positioning Rubrik as a formidable player in an increasingly digital world. This deep dive into cybersecurity is both insightful and timely for investors.
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Data Centers Are Profitable; Power Is The Constraint
- Hyperscalers' data center spending appears profitable and self-reinforcing, not wasteful.
- The gating factor shifts from chips to electricity and clean power availability.
Look For Energy Plays Near Data Centers
- Consider utility and natural gas infrastructure plays tied to data center growth, especially near gas wellheads.
- Cramer suggests hyperscalers might pivot to local gas plants to meet demand quickly.
Buy Quality AI Names On The Pullback
- Buy high-quality AI and semiconductor names (e.g., NVIDIA, Broadcom, Apple, Meta) on this pullback as Taiwan Semi signals stronger end-demand.
- Cramer says this is another chance to buy before doubters notice.
