Specs are paying off like there is no tomorrow, says Jim Cramer

AI and Data Center Investment Opportunities - The rise of AI and accelerated computing are significant developments, suggesting potential investment opportunities in related sectors [2] - The data center buildout is creating fortunes, and the industry advises against dismissing it as a bubble [2] - The market suggests considering speculative stocks in a diversified portfolio, allocating no more than 10% to such positions, to potentially capitalize on significant gains [9][12] Company Specific Examples - Kamico, a uranium company, saw its stock jump 23% after the government partnered with Westinghouse (in which Kamico owns 49%) for an $80 billion nuclear buildout driven by data center power demand [5][6] - Bloom Energy's stock rose 18% after reporting a blowout quarter, becoming an industry standard for on-site clean energy at data centers [6][7] Investment Strategy and Risk Management - The industry recommends against excessive skepticism, as it may lead to missing real opportunities [1] - The industry suggests that investors should not bet everything on one company or ETF, but rather speculate wisely [11][12] - The industry emphasizes limiting speculative positions to a maximum of 10% of the entire portfolio [12]