Cramer recently recommended buying Alphabet and Amazon, targeting $344 and $239 per share. Both stocks have dropped since the call, but Wall Street analysts generally agree the companies are undervalued. Alphabet is pushing AI in search with Gemini and seeing Google Cloud revenue accelerate. They are also monetizing their custom TPU chips by renting them to companies like Meta and Anthropic. The stock trades at 28 times earnings, but they have beaten estimates by an average of 15% over the last six quarters. Amazon is using AI to cut retail costs and boost AWS, which currently has 41% market share. They also secured a $138 billion deal with OpenAI to use their custom Trainium chips. The stock dropped 15% recently after they announced plans for $200 billion in capex for 2026, but Morgan Stanley sees the heavy investment as a positive for long-term growth.