ESI Element Solutions Inc

Jim Cramer gave mixed recommendations in CNBC’s “Mad Money” Lightning Round, offering quick assessments of eight stocks across waste management, specialty chemicals, enterprise software, AI infrastructure, real estate and engineering services. Cramer advised investors to hold Element Solutions, expressing confidence in maintaining their positions. For waste management, he preferred Waste Management over Waste Connections, describing it as the stronger company. On SailPoint, he acknowledged that the enterprise software company had held up despite previous concerns that the sector’s challenges could threaten its business, although he remained personally unenthusiastic about the stock. In AI infrastructure, Cramer said CoreWeave was his preferred neocloud investment, rather than IREN, emphasizing that it was the only company in the space he trusted and wanted to own. $ESI $WM $CRWV

$ESI ESI not messing around. Oct 21 earnings. I like it. I bet they smash expectations. We shall see.

Nice R/R spot for $ESI LATENT EQUITY | DESK NOTE ──────────────────────────────── ▶ ESI Element Solutions Inc 01 Oct 2026 WHY OWN IT • Q2 net sales $978M (+15% organic) and adjusted EBITDA $184M (+35%) at a 27.8% margin, with FY26 adjusted EBITDA guidance raised to $690–710M. • AI is the growth engine: Electronics +20% organic, Circuitry growth "primarily due to continued AI and data center investment," and Semiconductor Solutions +31% organic on advanced-packaging plating demand. • The selloff was deal premium, not the business: the Solstice merger (~$50/share implied) was terminated Aug 27 with no fees, and management said momentum "continues unabated and in-line with our guidance." The stock is ~26% below its June closing high. • Setup: our 200-day pullback flag fired Sep 30, with the low testing the rising 200-day ($35.75) and the close holding at $36.28. It's a reclaim after 14 closes below the 200-day in September, so valid but young; the 50-day is falling into it.

$ESI fear being spread to keep stocks down while the billionaires load the boat. Once everyone figures out the data center build out is happening regardless of the fear being spread they will realize they should have bought this.