In the May Action Alerts PLUS members' call, Jim Cramer talked about the AAP Porfolio's technology holdings.

"Our tech picks have continued to shine. Facebook (FB) , Apple (AAPL) , and Amazon (AMZN) deliver spectacular earnings. And we've made all the trims we need of the first two, and can't be much bigger in the latter, it is our largest position, he said.

He also talked about why the team thinks Microsoft (MSFT) is the "best of all worlds," why they would like Nvidia (NVDA) to come down  in price and the one stock that worries them.

Wonder what it is ? 

Here's a hint...A..B...C...D...

 

Watch the video above now!


Do you want more exclusive investing insight from Jim Cramer? Get 24/7 access to Jim's charitable-trust portfolio with a free trial to Action Alerts PLUS! You can also w
atch all of Jim Cramer's New York Stock Exchange live shows on YouTube.

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