It's not too late to start buying the data center winners. Here's why

Jim Cramer argues that it’s not too late to buy data‑center and memory winners, citing massive inflows into the Roundhill DRAM ETF and strong rallies in memory names. He highlights the ETF’s >$5 billion monthly intake (including $1.1 billion in one day) and Micron’s dramatic run (from ~$542 to ~$747), noting Micron trades at roughly 9x next‑12‑month earnings. Cramer points to Nvidia’s strategic investments in neocloud builders (CoreWeave, Nebius, Iren) as validation of the data‑center thesis and says hyperscalers’ large, multi‑year budgets should underpin durable demand and future profits. He leans bullish, favoring exposure via leading memory and data‑center suppliers while acknowledging the sector’s rapid move and attendant risks.