Jim Cramer names four memory stocks. Our trusted voices back two.

On Monday's Mad Money, Jim Cramer said it was not too late to own any of the four big US memory and storage names: Micron, SanDisk, Western Digital, and Seagate, with Micron his favorite. "I do not think I am late," he told viewers, of a group already up between roughly 200% and 650% this year.

We do not track or grade Cramer, so this is not a scorecard on him. We grade a room of accounts that argue about these four names every day, each with a measured track record. That makes his list a fair test: where was the graded room standing before the segment aired?

The answer splits three ways: agree on two, disagree on one, and an honest shrug on the fourth.

Four names, three different answers

Between July 21 and August 19 we logged these mentions and directional calls:

	Cramer, Aug 17	Mentions	Graded calls	The graded room
MicronMU	Bullish, his favorite	548	120 : 15 bullish	Backed it for weeks
SanDiskSNDK	Bullish	587	111 : 40 bullish	Backed it since the low
Western DigitalWDC	Bullish	105	8 : 12 bearish	Still doubts it
SeagateSTX	Bullish	31	9 : 1 on ten calls	Too thin to call

"Graded calls" are bullish-versus-bearish calls from accounts with a credibility score above 0.5, meaning accounts whose past calls we have graded and found to hold up. We ran the same exercise on these four names on August 12, before Cramer's segment. Consider this the update.

Micron: the same call, weeks earlier

Cramer endorsed Micron at $1,011.75, up 37% from its July 29 low of $739. The graded room did not wait for the recovery. Across the full window its calls ran 120 bullish to 15 bearish, about eight to one, and by August 11, before the last leg up, the split was already 92 to 11. In the August 12 post we described the crowd running 201 bullish to 59 bearish, about three and a half to one, and noted the bulls were arguing contracted supply, not the tape.

On the X side of our coverage, the accounts behind that lean have names: TheValueist went 23 bullish against 2 bearish on Micron in the window, PhotonBull 7 and 0, ren_stocks 7 and 0, epictrades1 8 and 2. One caveat we owe you: the crowd never turned bearish through the drawdown, so this was a held conviction, not a called bottom.

SanDisk: the room turned twice, early both times

SanDisk is the better story, because the graded room changed its mind twice and was early both times.

In the July 22 daily bucket, with the stock near $1,599, graded calls ran 5 bullish to 15 bearish. Within five sessions SanDisk had lost 36%, bottoming at $1,015.89 on July 29. That day the wider crowd capitulated, 27 bearish calls to 5 bullish. Then the graded accounts turned: from July 30 through August 19 their calls ran 92 bullish to 18 bearish, and through August 12, with the stock never closing above $1,428, the count already stood at 48 bullish to 14 bearish.

By the time Cramer named it on August 17, SanDisk had closed at $1,786.85, up 76% from that low.

One caveat spans both rows: these are largely the same accounts. TheValueist ran 26 bullish to 2 bearish on SanDisk, PhotonBull 15 to 3, epictrades1 11 to 1. The graded room treats Micron and SanDisk as one memory thesis, so read our first two rows as one conviction expressed twice, not two independent confirmations.

Western Digital: the live disagreement

This is the row where someone has to end up wrong. Cramer is bullish on Western Digital, citing its buybacks. Our graded accounts have leaned the other way all month: 8 bullish calls to 12 bearish over the window, 4 to 11 over the last two weeks. Twenty directional calls from graded accounts is a modest sample, so read it as what our tracked accounts said, not a measure of everyone. But the lean has not budged since we wrote on August 12 that their calls ran 27 bearish to 13 bullish.

The raw crowd is another matter: over the past week it ran 17 bullish to 2 bearish on Western Digital. The warming comes from accounts without a graded record. The accounts with one have not moved.

The scoreboard is unsettled. At Cramer's endorsement, Western Digital had gained 18% since our August 12 post and was beating Micron. Two sessions later it had given almost all of it back. Neither side should call that resolved, and we are not going to. We are publishing the disagreement so you can watch it resolve, whichever way it goes.

Seagate: we do not have a read

Seagate drew 31 mentions in a month, against Micron's 548. Ten graded directional calls, nine of them bullish, and two mentions in the past week. That faint lean happens to point Cramer's way, but one graded call every three days is not a reading we would defend.

That is a gap in our coverage, not silence around the stock. Seagate gets plenty of attention in the wider market. The accounts we track mostly do not talk about it, so on this name our data has less to offer than the coverage you can find elsewhere.

The two red sessions since

Cramer's segment aired into a memory selloff. On August 18 all four names fell hard: Micron 7.0%, SanDisk 9.0%, Western Digital 7.4%, Seagate 9.2%. August 19 took Western Digital down another 6.9%, Seagate 7.9%, and SanDisk 3.5%, while Micron went roughly flat.

That tape tests his list and our tables alike. The two names our graded room backs fell with the rest, and Micron's crowd printed its most bearish day of the window on August 19, 13 bearish calls to 9 bullish, while the graded accounts split 3 to 2. SanDisk's graded calls held bullish, 3 to 0. If the memory selloff deepens and the rooms are wrong, these same tables will say so, and we will write that post too.

What a graded room adds to a televised list

A TV segment gives you four tickers and one voice. A graded room gives you a position with a history attached: who said it, when they said it, and how often they have been right. On Cramer's four names, that difference produced three answers instead of one: two backed weeks before the endorsement, one live disagreement, and one honest gap.

See the live reading on any of these four in Quantral: the score, every call behind it, and the track record of the account that made it.

Mention counts and sentiment splits cover the accounts Quantral tracks over July 21 to August 19, 2026, bucketed by rolling 24-hour windows: on X, 36 tracked accounts mentioned Micron and 43 mentioned SanDisk; the Reddit side of coverage comes from tracked activity in r/wallstreetbets. "Graded" refers to accounts with a credibility score above 0.5 based on the outcomes of their past calls. Prices are closing prices via public markets through the August 19, 2026 close. Jim Cramer is not an account Quantral tracks, and no Quantral score or grade applies to him; his comments are as reported by CNBC on August 17, 2026. Positions attributed to accounts are their stated views, not Quantral's. Quantral surfaces signals and context from public sources to support your own research. Nothing here is financial advice or a recommendation to buy or sell. Past signals are not indicative of future results.