Jim Cramer
@jimcramer
Host of @madmoneyoncnbc and I run the CNBC Investing Club.
My new book is out now:
704 Following 2.5M Followers
Here is my think piece on Jensen and Nvidia stock for CNBC Investing Club members.
I just wrapped up the CNBC Investing Club's 4th Annual Meeting. Two great hours on stage at the NYSE!
Here is a video replay of the entire event, where I talked about the fate of the AI buildout and stocks to buy now.
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I am going through every stock in the Club portfolio with my partner Jeff Marks right now. Watch the Annual Meeting live!
I am not going to stay as cautious as I am if we keep going lower, especially for non-tech. I will also be more sanguine if the giant Anthropic deal comes public and shows people how valuable compute can be.
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There's no quick fix for this market. But there are still moves to make. The Annual Meeting rolls on!
If the cheapest asset is your stock, you should buy it. Nvidia can buy and reload... or they can let it go down
Apple own it don't trade it
Apple winner... slowdown in build means inventories can build of DRAMs
Oracle sure got that deal done in time!!!
Markets love gridlock, hate endless surprises.... So a rally... but be careful with the Nebius/IRENs of the world.
So the stunning, endless unraveling of the data center story gets its denouement. The broken charts that stem from the peak in June all came down to last night...
Here we go: biggest tech takeout
SpaceX may have a ton of stock coming to market but this Boost Mobile possibility (Echostar owned) would end any question that it doesn't have the reach to compete... How does this stuff keep surprising us? Why do the analysts not know this stuff could happen?
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Scanning the sheets, today there was a vast program where there were billions taken out of tech and put into consumer product stocks, health care and banks. Very strange, and maybe not finished
After hours strength INSTEAD of weakness. Holy cow!
I am asking you to watch the end of tonight's show. It is the most heartfelt i have ever been on Mad Money and you need to know this story...
Back in a big way tomorrow!
