Jim Cramer
@jimcramer
Host of @madmoneyoncnbc and I run the CNBC Investing Club.
My new book is out now:
704 Following 2.5M Followers
Market only has eyes for AMD right now... and why not? Fantastic story and Lisa Su is fantastic. But there is room for others!
Bearish Intel analysts actually attempting to double down on their negativity. They traders want the stock unchanged. SK Hijinx not helping
We must NOT let our companies use these Chinese models to save a few bucks. OpenAI and Anthropic are correct. This is vital national security. Please read Bing West's just released Cat 5. I respect the Chinese people greatly but these companies are run by the PLA for heaven's sakes.
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Miserable close... Miserable market for the moment. watch tonight....
Comeback in Seagate is impressive, even as i think it might be an excellent opportunity to trim if you don't have much cash on hand
Nasdaq wanted SpaceX for the 100, well it sure got its wish
Go and read Cat 5, by Bing West, our nation's foremost military strategist--and great thinker--you are trading with the enemy. You are saving money by giving up cyber protection. Penny wise, yuan foolish...
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There will always be another Deep Seek. But the one thing that has become consistent is the ingrained lack of trust between the two countries. I don't care who you hire--CrowdStrike, Palo Alto, you have to be a first class idiot to let China have any of your data, even your name.
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SpaceX hangs in there. Odd
Futures tonight signaling the unwind of the data center accoutrements is not complete...
The move into Coca Cola, Pepsico and P&G today was right out of the third week of April of 2000. We have to get this unwind done. It's brutal, vicious and there's a lot of stock that can still go to "quality" stocks with good balance sheets but little growth
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this is the NVDA option pressure I keep talking about.. margin pressure and option pressure
But this time it should be quite obvious that one or two big portfolio managers are blowing up taking with them all the margined players in tech: Sandisk, AMD, Intel, Arm and so many others. The great tech unwind
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Just sat down with Bing West on his new book. A required reading if you care about how our military operates today. West has spent decades embedded with troops on the ground, and it shows. Highly recommend picking up a copy. 📖🇺🇸
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Want to unlock more of Jim Cramer's market insights? Sign up for the CNBC Investing Club to get full details on each stock Cramer discussed in today's Monthly Meeting:
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3. Home Depot
“And then there’s the stock that lies in the fate of Fed Chairman Kevin Warsh: Home Depot. The one that I thought would be at $400 with some rate cuts and not $300 with some rate hikes. It hasn’t lost its ability to make a lot of money."
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2. FedEx Freight
“We like FedEx Freight because the business, as brother JB Hunt would tell you, is finally getting out of a bruising downturn … I’m sorely tempted to buy more.”
1. Intel
“I think that the next great wave of demand will be from the less intellectually propertied Intel, which has a triple play going for it.”
Jim Cramer: Here's my rule for protecting profits after parabolic stock rallies
