Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 2/27/26
Feb 28, 2026
Joe Cotillo, CEO of Sterling Infrastructure, a leader steering the firm into data-center and e-infrastructure construction. He discusses the company’s strategic pivot to high-margin data campus work. Topics include recruiting skilled trades for complex builds. He explains what large multi-building data campuses require and how M&A and tech like drones and AI speed execution and boost margins.
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New CEOs Need Fast, Visible Moves
- New CEOs must act decisively to reshape struggling retailers; Cramer expects Target's Mike Fiddelke to reinvent Target quickly.
- He cited Brian Cornell's prior decisive move to cut unprofitable divisions (Canada) as a model for instant credibility.
Expertise Still Counts In Cybersecurity
- CrowdStrike remains a leader in cybersecurity despite compressed multiples after AI entrants like Anthropic.
- Cramer noted CrowdStrike's offensive posture and expertise should reassert value over time, though the quarter may not immediately reverse compression.
Costco Shopping As Field Research
- Jim Cramer described his Costco visits as hands-on consumer research, even splitting carts with his wife to assess purchases.
- He used this behavior to stress the importance of tracking membership renewal rates, especially among younger customers.