Jim Cramer digs into why speculation should be part of your portfolio

Market Trends & Investment Opportunities - Nvidia acquired a 2.9% stake in Nokia, representing 166 million shares at $61 per share, to collaborate on AI native mobile networks and AI network infrastructure [1] - Nokia's stock surged 23% in one day, from $6.42 to $7.77, reaching as high as $8.19 [2] - The US government signed a deal with Westinghouse, jointly owned by Brookfield Renewable Partners and Cameco, to construct $80 billion worth of new nuclear reactors [4][5] - Cameco's stock jumped 23% in one session due to its profitable uranium production [5] - Jensen Wong announced a collaboration with Crowdstrike to make cyber security AI agents, leading to a quick 10-point increase in Crowdstrike's stock [6] - Skyworks and Corvo decided to merge, causing both stocks to soar [7] - The Commerce Department may take a stake in quantum stocks, similar to the Chips Act and Intel [9] Company & Industry Specifics - The report highlights the potential of "vampire plants," referring to reopened decommissioned nuclear power plants [4] - The speaker acknowledges concerns about a potential market crash similar to 1999-2000 but notes the current market's ability to generate significant profits [10]