Cramer's Must-Own Mindset Aims to Lock in Big Winners
CNBC's Jim Cramer outlines a flexible 'must-own' framework to catch big winners: pay up for a few high-conviction stocks using a price-framing trick (think of a $230 stock as $23) to ease entry, and apply this selectively when the rate backdrop is favorable, all while staying diversified; he notes he missed AI/data-center rallies like Micron, AMD, and Dell and argues for balancing momentum with disciplined entry points.