Jim Cramer's Mad Money In-Depth Stock Picks 5/11

Stocks discussed in the in-depth session of Jim Cramer’s Mad Money TV program, Thursday, May 11 . Click on a stock ticker for more analysis:

Gerdau (GGB) - After a sharp 2% drop in the Dow yesterday, Cramer identified potential bull markets under the acronym of MICA (Mining and minerals, infrastructure, Carbons and Aerospace). Gerdau, a Brazilian steel company with a U.S. subsidiary, is slated by Cramer as an up and coming stock, and will grow in spite of Brazil's expensive currency. He suggested purchasing the parent company, which is traded on the New York Stock Exchange, rather than the American subsidiary.

AES Global Power Company (AES) - Cramer noted that BRIC (Brazil, Russia, India and China) economies are expected to grow rapidly in the near future. AES, a "worldwide power merchant", provides resources to the BRIC countries, and the stock has recently been undervalued because of the hit taken by the company as a result of the Enron scandal. However, Cramer expects AES to make a rapid comeback.

Triumph Group (TGI) - With the success of Boeing (BA) and Airbus, Triumph is expected to rise as well, since the company sells supplies to the both Boeing and Airbus and also repairs planes. Triumph enjoyed a 52 week high, and Cramer recommends a company which comes down 8% to 10% after such a bounce.

Advanced Micro Devices (AMD) - CEO Interview: Chief Executive, Hector Ruiz, was congratulated by Cramer for "defeating" the tech Goliath, Intel. Hector Ruiz said that it was thanks to their superior product that the company has enjoyed success. Cramer asked Ruiz if Dell, which has been buying chips from Intel, is expected to make the switch to AMD. Ruiz responded that he would, "truly love to have Dell as a customer."