By Jim Cramer
Publication Date: 2026-01-25 22:45:00
I like the setup this week, especially for Big Tech, barring another intrusion by our intrusive president. Apologies to people who wish I would call his fits of pique more offensive. These injudicious, blunt-force tariffs do get undone almost as quickly as they are slapped on, thank heavens. How is it possible, ahead of a week of landmine earnings reports, to be positive? Most of the negatives are seared in, and the constructive narratives are being ignored. Right now, this market seems possessed by pessimism. The bears are sick of hearing about the long-term fundamentals. They are hyper-focused on the short term, which I define as coveting momentum-shortage plays that would normally be sniffed at: Western Digital , SanDisk , and Seagate . I leave out Micron because of its high-bandwidth memory, a robust business chock-full of intellectual property — unlike the other three, which are largely devoid of anything but commodity thought. All four companies have benefited from the…