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Jim Cramer Calls Big Tech 'Millstones' and Names the 'New Techs' Taking Over
Cramer said investors are rotating toward lab suppliers as data-center spending slows, citing stronger demand from GLP-1 drugs, PFAS testing and AI research.
Jim Cramer just declared the companies that supply drug labs and research instruments the true heirs to the data center trade, and three stocks are already beating the NASDAQ-100 by a wide margin this year. The question is whether this rotation has real staying power or just borrowed time.