More demand than supply gives companies an edge, Jim Cramer says

Core Viewpoint - The phrase "supply constrained" is crucial during earnings season, indicating that companies can raise prices due to limited supply, which is beneficial for their performance [1] Group 1: Technology Sector - Intel's strong earnings are attributed to being supply constrained, with the CFO noting that "industry supply has tightened materially" [2] - Other tech companies like Micron, AMD, and Nvidia are also experiencing supply constraints and performing well in the market [2] - The high storage needs of artificial intelligence are contributing to the supply constraints, as semiconductor capital equipment manufacturers did not anticipate the volume of orders [3] Group 2: Other Industries - Boeing and GE Vernova are identified as supply constrained, with Boeing expected to report shortages in its aircraft when it announces earnings [4] - GE Vernova faces supply constraints in its power equipment, particularly natural gas turbines, which are essential for data centers [4] - Both GE Vernova and Boeing are positioned to benefit from increased demand for big-ticket items that can help reduce the U.S. trade deficit [5] - Overall, there is a prevailing trend of higher demand than supply across various industries, which is expected to support strong stock performance [5]