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16:42
Apr 16
Apr 16
GOOG
▾
Google frontrunner for Pentagon AI deals.
Google is poised to dramatically expand its defense business by deploying Gemini AI in classified Pentagon systems, capitalizing on Anthropic's failed talks, due to its long-standing government relationship, own chips, cloud business, and removal of ethical bans, making it a frontrunner for Pentagon AI contracts.
GOOG LONG
16:13
Apr 16
Apr 16
CFG
▾
Citizens Financial strong with AI efficiency gains.
Citizens Financial Group had strong financial performance in the quarter across all businesses, and their AI initiative 'Reimagine the Bank' is expected to deliver meaningful bottom-line improvements and enhanced customer experience over three years.
CFG LONG
16:00
Apr 16
Apr 16
15:06
Apr 16
Apr 16
WTI
▾
Iran de-escalation may lower oil prices.
Senator Capito believes the Iran conflict is de-escalating due to successful blockades of the Strait and upcoming negotiations, reducing geopolitical risk and potential pressure on oil prices.
WTI WATCH
15:06
Apr 16
Apr 16
15:01
Apr 16
Apr 16
FXI
▾
China better positioned to weather Iran war.
China has massive energy reserves, strategic stockpiles, and has been focusing on power generation and green technology, which allows it to withstand the effects of the Iran war longer than the global economy, making it in a better position relative to other countries.
FXI LONG
12:48
Apr 16
Apr 16
02:09
Apr 16
Apr 16
SPY
XLK
MAG7
IGV
▾
US stocks resilient and poised for gains.
The US stock market is in a better position now than at earlier all-time highs because it can handle oil price surges, earnings are rising, the war is stimulating the economy, and inflation shocks may be less than feared, with a base case of the S&P 500 reaching 7300.
SPY LONG
Tech stocks to lead market rally.
Tech stocks, including the Magnificent 7 and software, should lead the next leg of the market rally because they offer the best earnings growth, valuations have fallen making them attractive, they are under-owned, and they have true moats with consistent earnings growth faster than the S&P.
XLK LONG
MAG7 LONG
IGV LONG
02:09
Apr 16
Apr 16
QQQ
XLY
SOXX
AIQ
▾
Nasdaq looking past short-term energy shocks.
The Nasdaq's 11-day streak reflects market optimism that we are seeing a resolution to concerns; the underlying economy is strong with high bank loan growth, low unemployment, and positive Beige Book reports, so the market is looking past the short-term energy shock disruptions which, if they last only one month, are not a problem, but if they last three months could become an issue.
QQQ LONG
Consumer discretionary set for positive surprises.
The consumer discretionary sector has seen negative sentiment heading into earnings season, which sets a low bar, and could therefore see positive surprises as companies report.
XLY LONG
Semiconductors are a leading indicator hitting new highs.
Semiconductors, represented by the Philadelphia Semiconductor Index (SOX), are the leading indicator of the digital economy; they are hitting new highs and showing relative strength versus the S&P 500, making them a critical area to watch for future market direction.
SOXX LONG
AI infrastructure stocks still hitting new highs.
AI infrastructure stocks are still hitting new highs and represent an area to look for going forward as part of the digital economy transformation.
AIQ LONG
23:49
Apr 15
Apr 15
MP
GILD
ASTS
STZ
SNEX
▾
MP Materials is undervalued with government backing.
Cramer likes MP Materials because it has the critical materials that the US needs, it's only worth $10 billion which he thinks is too low, and it has a bottom due to government support.
MP LONG
Hold Gilead for its franchises.
Cramer likes the CEO Daniel O'Day and thinks Gilead Sciences is good with some good franchises. He recommends holding the stock.
GILD LONG
ASD Space Mobile is a unique takeover candidate.
Cramer likes the unique property of ASD Space Mobile and suggests it could be a takeover target, drawing a parallel to Global Star and Amazon.
ASTS LONG
Constellation Brands is a buy as alcohol bottoms.
Constellation Brands reported a mixed quarter but the stock roared because the beer business showed green shoots (positive shipments and depletions), the full-year forecast is considered a lowball, new management is in place, and the alcohol industry may be bottoming. Cramer believes the buyers are right and Constellation may be the beer company worth owning.
STZ LONG
Buy StoneX on weakness for volatility exposure.
StoneX is a financial services company that benefits from volatility and complexity in markets. It has reported record results and is expanding through acquisitions. However, the stock has run up a lot, so Cramer recommends buying on weakness rather than chasing at current levels.
SNEX WATCH
Robinhood is attractive after decline.
Cramer likes the management of Robinhood, notes the stock has come down a lot, younger people still use it, and it has the Trump accounts business. He also notes that the government is backing the broker (referring to the SEC rule change).
HOOD LONG
Nokia has more upside.
Cramer tells the caller to hold on to Nokia because he thinks there is another 30% upside. The caller has already made money, but Cramer believes it can go higher.
NOK LONG
Big banks are cheap and have merger potential.
Cramer argues that big banks are cheap compared to the S&P 500, with lower P/E multiples and solid earnings growth. He also expects bank mergers to be approved by the administration, which could be a catalyst. He mentions several banks by name: Citigroup, Goldman Sachs, Bank of America, Morgan Stanley, Wells Fargo, and JP Morgan.
C LONG
GS LONG
BAC LONG
MS LONG
WFC LONG
JPM LONG
22:54
Apr 15
Apr 15
BIRD
▾
Allbirds AI pivot is bubble-like.
Jim Cramer compares Allbirds' pivot to becoming an AI company to similar moves during the internet bubble, implying it is a sign of excessive speculation and a risky, bubble-like investment that is not credible based on historical precedent.
BIRD AVOID
21:52
Apr 15
Apr 15
TCEHY
BAIDU
KBA
CHIE
▾
Buy strong domestic Chinese tech brands.
Tencent and Baidu have super strong brand names and good domestic positions, making them attractive buys amid the broader downturn in Chinese equities.
TCEHY LONG
BAIDU LONG
Be wary of Chinese banks.
There are potential credit problems ahead, so one should be wary of Chinese banks.
KBA AVOID
Avoid Chinese energy sector due to state risk.
Beijing might sacrifice the energy sector if needed, making it unattractive to invest in; thus, avoid anything in the Chinese energy sector.
CHIE AVOID
19:12
Apr 15
Apr 15
XLK
AAPL
TSLA
MSFT
AMZN
▾
Growth leadership will drive market to new highs.
Big tech names like Amazon, Meta, and Google are expected to report strong earnings because they are insulated from geopolitical supply shocks and rely on digital consumer activity. They represent over 35% of the market, so their movement will drive the overall market. Additionally, growth stocks have more attractive valuation multiples relative to industrials given their higher growth rates.
XLK LONG
Growth leadership will drive market to new highs.
The market will break out to new highs and establish a higher range if growth continues to lead the charge, as evidenced by technology and software stocks like Apple, Tesla, and Microsoft leading the market higher today.
AAPL LONG
TSLA LONG
MSFT LONG
Big tech earnings will drive market higher.
Big tech names like Amazon, Meta, and Google are expected to report strong earnings because they are insulated from geopolitical supply shocks and rely on digital consumer activity. They represent over 35% of the market, so their movement will drive the overall market. Additionally, growth stocks have more attractive valuation multiples relative to industrials given their higher growth rates.
AMZN LONG
META LONG
GOOG LONG
Growth leadership will drive market to new highs.
He is positioned in tech and growth because he believes the next leg of the rally will be driven by these sectors. The new cohort of investors who buy on dips has been correct historically, as markets tend to go up over time. While the ease of making money in the market is troubling, froth is not yet a concern.
IWF LONG
19:10
Apr 15
Apr 15
18:06
Apr 15
Apr 15
18:04
Apr 15
Apr 15
WTI
IWM
XLI
SEA
CHIX
▾
Gas prices to fall to $3 by summer.
Gas prices will drop to $3 per gallon between June 20th and September 20th due to the reopening of the Straits of Hormuz, which will increase oil supply and lower crude oil prices.
WTI SHORT
Kelly Loeffler
MED
Small businesses booming from tax cuts.
Small businesses are benefiting significantly from President Trump's tax cuts, with tax savings leading to expansion, hiring, and high optimism, which should boost small business performance and stocks.
IWM LONG
Kelly Loeffler
MED
Factory equipment orders at record highs.
Factory equipment orders are at record highs, driven by tax incentives and reshoring, indicating strong manufacturing growth and opportunities in industrial stocks.
XLI LONG
U.S. insurance boost for shipping.
The U.S. government has a $40 billion insurance program through the DFC to support ships in the Gulf, which will encourage shipping activity and benefit shipping companies once the Straits are reopened.
SEA LONG
Chinese banks at risk from Iran sanctions.
Chinese banks face secondary sanctions from the U.S. Treasury if Iranian money flows through their accounts, posing risks to their operations and stock prices.
CHIX AVOID
17:53
Apr 15
Apr 15
SPY
UAL
AAL
▾
S&P 500 uptrend is intact, recent rally valid.
The S&P 500 has been at a new high 7% of all days since 1957, indicating the general direction of travel is up. The recent 10% rally in 10 days is not a head fake and suggests the low is in, as the market was not overextended before the rally and is discerning between sectors, with AI, tech, and power driving gains.
SPY LONG
United and American merger possible under Trump.
United Airlines CEO Scott Kirby has been considering a merger with American Airlines since last fall to gain greater size and scale, especially in international markets, to compete with subsidized carriers like Emirates. The current Trump administration is more open to airline mergers than the prior Biden administration, increasing the likelihood of a deal, though regulatory hurdles remain.
UAL WATCH
AAL WATCH
17:36
Apr 15
Apr 15
AVGO
NVDA
▾
Broadcom is a rising AI chip contender.
Broadcom is establishing itself as a significant second player in the AI chip market through six major custom chip deployments with companies like Meta, Google, OpenAI, and Anthropic, and its multiyear build-out with Meta indicates a sustained revenue ramp, positioning it for growth in the expanding AI infrastructure space.
AVGO LONG
NVIDIA faces competitive pressure at inference.
NVIDIA faces increasing competitive pressure at the AI inference stage from custom chips developed by Broadcom and hyperscalers, which are cheaper and more efficient, potentially threatening NVIDIA's market dominance and creating investment risk as the AI market becomes more competitive.
NVDA AVOID
16:19
Apr 15
Apr 15
16:13
Apr 15
Apr 15
AVGO
META
▾
Broadcom is near-term winner from Meta deal.
The extended partnership with Meta for the design of custom AI accelerators through 2029 makes Broadcom the near-term winner, as investors are focusing on the stock due to the positive market reaction.
AVGO WATCH
Meta's long-term bet on custom AI chips.
Meta is making a long-term bet on building custom AI chips through partnerships like with Broadcom, following Google's playbook, to reduce dependence on NVIDIA and build cheaper, more energy-efficient AI infrastructure, despite lacking a cloud business to directly monetize the infrastructure and relying on ads to pay for the massive capex.
META WATCH
15:51
Apr 15
Apr 15
15:50
Apr 15
Apr 15
SPY
▾
US is best place to invest.
The US is still the best place to invest because it has the deepest markets, the most creative instruments for institutional investors, strong innovation ecosystems like Silicon Valley, rule of law, and regulatory advantages compared to Europe (e.g., less drag on earnings), which supports sustained market growth and the dominance of the S&P 500 representing 60% of global market cap, with AI expected to further benefit US companies across sectors.
SPY LONG
15:43
Apr 15
Apr 15
BIZD
BKLN
IGV
▾
Private credit offers equity-like returns with de-risking.
Private credit, particularly first lien debt, has de-risked the US financial system and offers equity-like returns for investors who shifted from equities, making it a sound investment despite media concerns.
BIZD LONG
BKLN LONG
Avoid enterprise software due to AI disruption.
Enterprise software is at risk due to AI-driven technological change, leading to valuation declines and default risk, and investors should avoid overconcentration in this industry regardless of whether it's in public or private markets.
IGV AVOID
15:10
Apr 15
Apr 15
15:08
Apr 15
Apr 15
BAC
▾
BAC raised NII guidance on strong deposit franchise.
Bank of America reported a strong quarter with EPS up 25% year-over-year, raised its net interest income guidance from 5-7% to 6-8% growth, and this is driven by its core deposit franchise which grew 3% year-over-year, providing a stable, low-cost funding base that performs well in any rate environment; the company's diversified business model across consumer, commercial, and global segments allows it to perform in different market conditions, and consumer credit quality is improving with delinquencies down.
BAC LONG
14:29
Apr 15
Apr 15
HYMTF
▾
Bullish on Hyundai's EV and hybrid strategy.
Hyundai is doubling down on EVs with an adjusted strategy that includes hybrids, extended range EVs, and robotaxis, seeing the reality and future differently from competitors. They are committed to EV technology despite slower growth expectations, and hybrids are booming as a bridge to electrification, which positions Hyundai competitively.
HYMTF LONG
13:44
Apr 15
Apr 15
SRVR
▾
Against data center moratorium; AI needs infrastructure.
Michael Dell argues against a moratorium on data center building, stating it is not a great idea because it would slow AI advancement and give geopolitical competitors an advantage. He believes data centers can be placed responsibly and energy efficiency can be improved, but AI is necessary for societal advancement.
SRVR LONG
13:22
Apr 15
Apr 15
WTI
XLE
▾
Steve Daines
HIGH
High oil prices are short-term; U.S. energy resilient.
The current high oil and gas prices are a short-term price to pay for tremendous long-term benefits from U.S. energy policy and resilience. The conflict with Iran has caused a spike, but the markets are resilient due to 'made in America' energy, and prices will restabilize and come back down, yielding long-term dividends.
WTI WATCH
Steve Daines
HIGH
U.S. energy sector offers long-term benefits.
The U.S. energy sector is resilient and will yield tremendous long-term benefits due to the push for 'made in America' energy and the leadership's policies, which provide stability even during geopolitical disruptions like the blockade of the Strait of Hormuz.
XLE LONG
13:12
Apr 15
Apr 15
TLT
▾
Rates to stay on hold for a while.
Beth Hammack expects the Federal Reserve to keep interest rates on hold for a considerable period, citing balanced risks between inflation and employment, with inflation persistently above target but labor market in balance, requiring patience as data evolves.
TLT WATCH
12:48
Apr 15
Apr 15
MS
GS
JPM
BAC
▾
Prefer large banks due to capital markets cycle.
Prefers large, well-capitalized banks with diversified revenue bases due to the mega capital cycle in M&A and IPO issuance, which is driving peak earnings later this year and next year, benefiting investment banking-centric firms.
MS LONG
GS LONG
JPM LONG
Bank of America has good value and strong earnings.
Bank of America has strong earnings growth (up 25% 16% vs 14% last year), is building confidence with its institutional securities and investment banking franchise, and offers good value.
BAC LONG
11:23
Apr 15
Apr 15
TECH
XLF
XLV
XBI
BIZD
▾
Reduce exposure to overowned tech stocks.
After the market rally, it is a good time to reposition and move out of tech because most investors are overweight, making tech likely overowned and prone to underperformance.
TECH AVOID
Invest in financials due to deregulation.
Financials have underperformed, and with a benign rate environment and expected deregulation, there is reason to increase exposure to this sector.
XLF LONG
Buy healthcare and biotech for AI benefits.
Healthcare and biotech are overlooked beneficiaries of AI, which can accelerate drug development with more accurate results, making them attractive investments compared to tech.
XLV LONG
XBI LONG
Consider private credit after negative sentiment.
Private credit has faced negative press and underperformance, but institutional clients are adding exposure, using fear as an opportunity for patient investors, and it could be a good time to consider this asset class.
BIZD LONG
00:01
Apr 15
Apr 15
AAPL
SAN
UBER
VST
BKNG
▾
Apple is ready to roll.
Cramer states that Apple never really went down and is ready to roll, implying it is poised for a move up as part of the Magnificent 7 resurgence.
AAPL LONG
Banco Santander is about to break out.
Cramer advises a caller to switch from Deutsche Bank to Banco Santander when Deutsche Bank recovers, because Santander is about to break out and is the one to own.
SAN LONG
Uber is cheap with strong earnings growth.
Uber is down 29% from its high but expected to grow EPS nearly 40% this year; fears about robo-taxis are overblown as Uber's network of 200 million monthly active users makes it a natural partner for autonomous driving companies, and the stock is now cheap for the first time in years.
UBER LONG
Vistra is a buy with doubling earnings.
Vistra is down 25% from its high but earnings are expected to more than double this year; it trades under 19 times earnings and benefits from surging electricity demand from data centers and its nuclear power business, making it a buy after cooling off.
VST LONG
Booking is attractive at 17 times earnings.
Booking Holdings is down 22% due to AI displacement fears and European exposure, but management gave a strong full-year forecast; at 17 times earnings with 17.6% expected earnings growth, it is attractive and could soar when the war ends.
BKNG LONG
Southwest is a bargain turnaround story.
Southwest Airlines is down 25% in two months, trades under 15 times earnings, and earnings are expected to triple this year; it is a terrific turnaround story and a potential takeover target if airlines consolidate.
LUV LONG
First Solar is insanely cheap with growth.
First Solar is down nearly 30% but expected to post 27% earnings growth and trades at just over 11 times earnings; Larry Fink is bullish on solar, and First Solar has domestic production advantages in a high-tariff era, with spiking oil prices benefiting alternative energy.
FSLR LONG
AppLovin could bounce then trim.
AppLovin could bounce from 433 to 450-460, but then should be trimmed because of fear of competition from Google disrupting the SaaS space.
APP WATCH
Giga Cloud is inexpensive and impressive.
Cramer met the CEO of Giga Cloud Technology and was impressed; the stock keeps going higher and is very inexpensive.
GCT LONG
Avoid CCC, prefer Berkshire or Lemonade.
Cramer would rather own Berkshire Hathaway or Lemonade than CCC Intelligent Solutions, implying CCC is not the best choice and may be disrupted by AI.
CCCS AVOID
Sauna will be hurt by AI.
Cramer agrees with sellers that Sauna will be disrupted by AI and thinks it will be hurt, recommending against owning it.
SAUNA AVOID
18:17
Apr 14
Apr 14
SPY
QQQ
SMH
IGV
SKYY
▾
Markets to rise on stimulus and oil insulation.
The market and economy are largely insulated from the oil shock from Iran, with oil intensity down 75% since the 1970s and only 1.4% of S&P OPEX from oil. Tailwinds from fiscal stimulus, such as the 'one big, beautiful bill', will provide cushion for the next six months, leading to a sugar high for the market over the next three months.
SPY LONG
Bullish on NASDAQ index.
Likes the NASDAQ more broadly, indicating a bullish view on the tech-heavy index.
QQQ LONG
Long semiconductors, avoid software due to valuation.
Prefers semiconductors over software because software has derated significantly, now trading in line with department stores, and lacks upside catalysts despite earnings revisions, while semiconductors are more attractive.
SMH LONG
IGV AVOID
Bullish on hyperscalers from AI cash flow.
Tech is going higher, specifically hyperscalers (the Mach Seven). Turned bullish recently due to free cash flow inflecting higher as top line accelerates, demand outpaces supply, and compute power increases with AI growth, indicating they are not overinvesting.
SKYY LONG
18:16
Apr 14
Apr 14
GOLD
SILVER
XBI
SMH
BX
▾
Growth trade rebuilding supports risk-on assets.
The growth trade is rebuilding, which is necessary to restore risk-on sentiment, as evidenced by strong performance in gold, silver, biotech, semiconductors, and private equity names like Blackstone, Evercore, and KKR.
GOLD LONG
SILVER LONG
XBI LONG
SMH LONG
BX LONG
EVR LONG
KKR LONG
Fully invested in tech and communication services.
Earnings and fundamentals support staying invested in the market, and we are fully invested in technology and communication services stocks, enjoying the rally.
XLK LONG
XLC LONG
Momentum market offers diverse winners.
This is a momentum market where the momentum factor is outperforming, with winners across various sectors such as technology, energy, and materials, as evidenced by stocks like Intel, Valero, Exxon, Lam Research, Newmont, and Sienna, supported by rising earnings growth expectations.
MTUM LONG
INTC LONG
VLO LONG
XOM LONG
LRCX LONG
OR LONG
Sienna LONG
Market action signals bullish outlook.
The market is telling investors to get in, as it is near all-time highs and stocks that should be doing poorly are performing well, indicating underlying strength and a bullish outlook.
SPY LONG
Delta's fundamentals justify holding.
Delta Airlines has a strong balance sheet and positive earnings report, suggesting that macro concerns may be overstated, making it a worthwhile holding.
DAL LONG
Nike addition on market signal.
Added to Nike after earnings, as the market's rally on potentially bad news indicates a buying opportunity and signals to get invested.
NKE LONG
17:54
Apr 14
Apr 14
NCLH
CRUZ
▾
CEO bullish on NCLH turnaround and growth.
John Chidsey believes that Norwegian Cruise Line Holdings has significant low-hanging fruit in cost-cutting and revenue opportunities, a strong order book with 16 ships, and effective fuel hedging, which will benefit shareholders and position the company well for the future, making it an attractive investment despite temporary fuel price headwinds.
NCLH LONG
Cruise industry resilient for long-term investors.
Chidsey states that the cruise industry is resilient, having survived past crises like 9/11, the financial crisis, and COVID, and that long-term investors should look through temporary fuel price headwinds, expressing confidence in the industry's ability to maneuver through issues.
CRUZ LONG
16:59
Apr 14
Apr 14
LOW
▾
Lowe's is growing by taking market share.
Lowe's is launching a new subscription service (HomeCare+) to build long-term customer relationships, investing $250 million in skilled trades training to address workforce shortages, and has diversified its supply chain (60% produced in the US) to manage tariffs effectively. The company expects positive revenue growth in 2026 by taking market share in a flat home improvement market, driven by an aging housing stock and a resilient customer base with high equity and income. For accelerated growth, they need mortgage rates below 6%, but even without that, they can grow.
LOW LONG
16:53
Apr 14
Apr 14
ORCL
BE
▾
Oracle benefits from Bloom deal and energy security.
The expanded deal with Bloom Energy is a win for Oracle as it provides energy security for AI data centers, the warrant investment is profitable, and it aligns with the new CFO's strategy for capital intensity in data center buildout.
ORCL LONG
Bloom Energy gains from expanded Oracle commitment.
The deal expands Bloom Energy's commitment to nearly 3 gigawatts by 2027, driving share price up significantly, and Oracle's warrant provides financial backing and validation, enhancing investment upside.
BE LONG
16:29
Apr 14
Apr 14
WTI
▾
Oil prices will fall when Iran situation resolves.
Oil prices have increased due to disruptions in the Middle East related to Iran, but this is a temporary level adjustment that will quickly reverse itself once the situation is resolved, leading to prices falling back to previous levels.
WTI WATCH
16:15
Apr 14
Apr 14
BLK
▾
BlackRock winning share from global platform.
BlackRock is winning market share due to its comprehensive global platform across passive and active investments, ETFs, private markets, and retirement services, and this is a long-term trend not just a one-quarter phenomenon.
BLK LONG
12:46
Apr 14
Apr 14
12:15
Apr 14
Apr 14
LOW
▾
Lowe's subscription service boosts loyalty and profits.
Lowe's new HomeCare+ subscription service offers in-home maintenance for $99 per year, performed by trained associates, leveraging human capital to build long-term customer relationships, drive repeat business, and generate profits, with initial response being great and potential for future growth.
LOW LONG
10:36
Apr 14
Apr 14
23:58
Apr 13
Apr 13
NVDA
SHOP
LWLG
SMCI
GLW
▾
Own Nvidia as the best AI play.
Nvidia is the best and cheapest way to play the AI theme, trading at 18 times next year's earnings. Jensen Huang is leading the AI revolution and sees where the puck is going, including in photonics. Own it, don't trade it.
NVDA LONG
Shopify poised for a seasonal rally.
Shopify is not a victim of AI displacement because its tools are for small/medium businesses that lack engineering talent to build replacements. Fundamentals are strong with 30%+ revenue growth, and technical analysis from Larry Williams indicates a seasonal rally pattern from April into August, with the stock currently in an undervalued zone and showing institutional accumulation.
SHOP LONG
Watch Lightwave Logic after huge run.
Lightwave Logic has promising electro-optic polymer technology for AI data centers and has partnered with major foundries, but the stock has already run 10-fold in a year. The business is still early-stage with minimal revenue and losses. After such a move, it's better to watch or consider cheaper plays like Nvidia, Coherent, or Lumentum.
LWLG WATCH
Sell SMCI on bounce due to irregularities.
Super Microcomputers (SMCI) faces accounting irregularities due to an indictment for illegal shipments. Cramer's rule is that accounting irregularities equal sell. He advises selling on a bounce to around $30.
SMCI AVOID
Corning's glass fiber for data centers.
Corning (GLW) is owned for the Trust because next year's and the following year's estimates are too low. The thesis is that glass bit fiber will take over the entire data center, driving growth.
GLW LONG
Super Group is a cheap international cash machine.
Super Group (SGHC) is a cash machine focused on profitable international markets outside the US, avoiding prediction market competition. It generates strong free cash flow (70-75% of EBITDA) and is still cheap despite a 54% run. The company exited the unprofitable US market and focuses on regions like Africa, Canada, and the UK.
SGHC LONG
Buy Goldman Sachs on weakness.
Goldman Sachs reported an unbelievable quarter and the stock is down, presenting a buying opportunity.
GS LONG
Element Solutions is a good semiconductor play.
Element Solutions is a very good chemicals company tied to semiconductors via its electronics business.
ESI LONG
23:45
Apr 13
Apr 13
SPY
▾
Fed to ignore one-off inflation, supports stocks.
The Fed will most likely treat inflation from tariffs and the war as one-off price increases and not take them into consideration when deciding whether to cut rates. This supportive policy stance, with low interest rates, has allowed the stock market averages to stay buoyant and is the reason the bulls keep winning.
SPY LONG
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