Jim Cramer says Microsoft, Meta and Nvidia pulled ahead of the Mag 7

Jim Cramer from CNBC pointed out that the name of three Megacap Technology on Tuesday was able to rise from the first half of the year at the highest levels of all time: Microsoft– Nvidia And Meta. He examined each company and explained why he thought he was performing better than the “magnificent seven” peers.

“Not Fang. Not magnificent seven. Only Mn-Ms,” Cramer said. “Those who survived the most fascinating group on the market.”

These stocks hit some “quite disgusting darn levels” at the beginning of the quarter, Cramer said, so it is useful to examine how and why they have managed to victory.

Microsoft disappointed Wall Street in January, when Azure Cloud creates a lighter growth than expected. However, when Microsoft reported again at the end of April, the cloud segment defeated expectations and achieved 33% growth. According to Cramer, this development was enough to send the stock to the new high list.

Artificial Intelligence Power Center Nvidia made a rocky start to the year. Wall Street was in stock because they feared that Chinese initiative could pose a threat to Deepseek’s dominance in the company’s AI sector. Cramer, NVIDIA’nın annual GTC conference in March, a “anemic jump,” he said. Later, the stock fell in April when it prevented the sales of the US government’s products in China. However, Cramer said that Nvidia had been walking hard due to “semiconductor superiority and permanent demand from hyperskales” for the next few months. The same factors, who sent Nvidia’s roar of the stock last year, said perhaps “nothing wrong in Nvidia all time.” Nvidia’s AI chips, “remained unrivaled,” he continued.

Da It is more difficult to explain Meta’s run, Cramer said. He claimed that Meta’s stock was a wider drop at a number of growth stocks at the beginning of the year. But in April, Meta’s three -month earnings have exceeded the estimates, Cramer said. He said the company’s advertising capabilities are particularly strong.

“Microsoft, Nvidia, Meta,” Cramer said. “Mn-Ms. Melt your hands, not your hands.”

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The charitable trust of the CNBC Investment Club holds Microsoft, Nvidia and Meta shares.