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Jim Cramer says to use Wednesday's market rotation to your advantage. Here's how he'd play it
Jim Cramer of CNBC advocates for using recent market rotations to optimize investment portfolios. He notes that investors can sell underperforming stocks at a premium while buying high-potential stocks at a discount. The market's rotation typically occurs at the start of new quarters, creating opportunities in sectors like AI and semiconductors, despite potential temporary rebounds in other areas.
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Published 1 Jul 2026, 22:55 UTC2 min read
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Summary
TL;DR
- Investors can sell losers at a premium during market rotations.
- Cramer recommends focusing on durable companies despite recent sell-offs.
- Significant stocks mentioned include Micron, Corning, AMD, Applied Materials, and Lam Research.
- Cramer warns that rebounds in certain sectors may be temporary.
- Cramer's Charitable Trust took a position in Corning and sold shares of Nike.
Interesting facts
- Market rotations are common at the beginning of new quarters.
- Cramer believes Meta's cloud infrastructure could profit significantly.