Jim Harbaugh says Tre Harris is “right there” with Ladd McConkey and Quentin Johnston as one of the team's top three WRs.
The second year receiver is hoping for a breakout after a quiet rookie season.
JIM CRAMER SAYS THIS EARNINGS SEASON HANDED HIM 5 THEMES THAT WILL PRODUCE THE MARKET'S BEST BUYING OPPORTUNITIES FOR THE REST OF 2026
"I love themes. They help you craft a portfolio of stocks with the wind at their backs, not in their faces."
Here are his 5 themes and the names he likes in each:
- Resilient consumer: banks, travel, and retail earnings are showing a consumer that's holding up, not stretched thin like everyone assumed. "We've been told over and over that the consumer's totally stretched. The companies are saying otherwise."
His picks:
Capital One $COF
American Express $AXP
Ralph Lauren $RL
Williams-Sonoma $WSM
- AI infrastructure, the equipment side: memory chips are in shortage everywhere in the data center, so he'd rather own the companies supplying the equipment than the ones scrambling to buy scarce memory. "There is a shortage of every kind of memory in the universe of the data center."
His picks:
Lam Research $LRCX
KLA Corp $KLAC
Applied Materials $AMAT
- Cybersecurity: some thought AI would shrink demand for dedicated security software, but rising cyber threats have reinforced why these companies still matter.
His picks:
CrowdStrike $CRWD
Palo Alto Networks $PANW
- M&A pickup: companies are moving fast on deals while the regulatory environment stays favorable, which is a tailwind for the banks running them.
His picks:
Goldman Sachs $GS
Morgan Stanley $MS
- Healthcare and medtech: a way to diversify away from tech and AI concentration without giving up exposure to innovation.
His picks:
Eli Lilly $LLY
Johnson & Johnson $JNJ
Jin Canrong, the "national advisor" to the top leadership of the Chinese Communist Party, vice dean of the School of International Relations at Renmin University of China, a Yangtze River Scholar, and advisor to multiple departments including the United Front Work Department of the CPC Central Committee, publicly declared:The situation in Iran is far from over! Iran's revenge has only just begun! China has already provided Iran with advanced weapons, weapons that are "at their peak even before they've been deployed."
Jimothy, the beloved Ballard raccoon, will be honored with his own promotional night, complete with T-shirts and rookie cards, at a Mariners home game next week.