Cramer: 16 Things I Am Watching Right Now

Nordstrom (JWN) , Acacia Communications (ACIA) ; CPI down 0.4% — retail sales flat (food and drink) Return to the halcyon days of the department store? Multiple upgrades of Alibaba (BABA) — the Chinese stock to own; buy to conviction buy, Goldman Sachs (GS) ; JPMorgan (JPM) $96 to $129. Acacia Communications — disruptive telco equipment play with scorching q. Using silicon (siliconization) helps web 2.0 content providers and traditional service providers build fiber optic networks at lower cost, while increasing network capacity substantially to meet the bandwidth drivers like Internet of Things. Strong demand from China; strong demand from metro and inter-data center networks. Long haul and metro and inter-data center networks. Step function increase in demand. Good visibility and ongoing demand. 100G Ethernet is gold standard for internet speed…


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