Сигналы
442
#145
Альфа-оценка 88.7
Jim Cramer
Ведущий, Mad Money
Винрейт
52.1%
доходность
+3.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
18 дек
$174.39
+24.7%
1. THE FACT: OpenAI might be worth as much as $750B, or even $830B.
2. THE BRIDGE: If OpenAI's valuation is indeed that high, Nvidia, as a potential owner of OpenAI stock, could make a fortune.
3. THE VERDICT: Nvidia could benefit significantly from its potential ownership in a highly valued OpenAI.
1. THE FACT: OpenAI might be worth as much as $750B, or even $830B.
2. THE BRIDGE: If OpenAI's valuation is indeed that high, Nvidia, as a potential owner of OpenAI stock, could make a fortune.
3. THE VERDICT: Nvidia could benefit significantly from its potential ownership in a highly valued OpenAI.
ИИ-вычисления
Лонг
01 апр
$48.14
+84.5%
Cramer said Intel is leading due to buying back a facility, which is a sign of strength, and its balance sheet is now rock solid. The buyback indicates improved financial health and confidence, likely leading to positive stock performance. LONG based on strengthened fundamentals and balance sheet. Competitive pressures or execution missteps.
Cramer said Intel is leading due to buying back a facility, which is a sign of strength, and its balance sheet is now rock solid. The buyback indicates improved financial health and confidence, likely leading to positive stock performance. LONG based on strengthened fundamentals and balance sheet. Competitive pressures or execution missteps.
Производство/оборудование
Лонг
16 янв
$352.95
+163.0%
1. THE FACT: "MU--no one knew how big this will be."
2. THE BRIDGE: This implies that the market is underestimating the future growth or impact of Micron Technology, suggesting significant upside potential.
3. THE VERDICT: MU's potential is not fully priced in, indicating a strong long opportunity.
1. THE FACT: "MU--no one knew how big this will be."
2. THE BRIDGE: This implies that the market is underestimating the future growth or impact of Micron Technology, suggesting significant upside potential.
3. THE VERDICT: MU's potential is not fully priced in, indicating a strong long opportunity.
Память для ИИ
Лонг
03 мар
$680.33
+12.0%
The market recovered from a 2% pre-market drop to close green, with Cramer comparing the sentiment to the 1991 Gulf War where stocks "roared" once uncertainty was removed. The "War" is being perceived as a "Quick Win" (removing uncertainty) rather than a quagmire. Combined with US energy independence, the geopolitical discount is being removed from US equities. LONG US Indices on the "Buy the Invasion" logic. The conflict expands into a long-term war of attrition or terrorism, dragging down sentiment.
The market recovered from a 2% pre-market drop to close green, with Cramer comparing the sentiment to the 1991 Gulf War where stocks "roared" once uncertainty was removed. The "War" is being perceived as a "Quick Win" (removing uncertainty) rather than a quagmire. Combined with US energy independence, the geopolitical discount is being removed from US equities. LONG US Indices on the "Buy the Invasion" logic. The conflict expands into a long-term war of attrition or terrorism, dragging down sentiment.
Фондовые индексы
Лонг
07 фев
$98.88
+116.9%
Cybersecurity stocks have been dragged down with the general software slump, but this is a mistake. AI does not replace cybersecurity; it makes it *more* critical. Bad actors will use AI to launch more sophisticated attacks, requiring the advanced defense tools provided by these consolidators. AI models (like Anthropic) cannot replicate the entrenched security infrastructure of Palo Alto or CrowdStrike. CrowdStrike and Palo Alto are top consolidators. Okta is essential for securing AI agents within enterprises. High valuations compared to the broader market.
Cybersecurity stocks have been dragged down with the general software slump, but this is a mistake. AI does not replace cybersecurity; it makes it *more* critical. Bad actors will use AI to launch more sophisticated attacks, requiring the advanced defense tools provided by these consolidators. AI models (like Anthropic) cannot replicate the entrenched security infrastructure of Palo Alto or CrowdStrike. CrowdStrike and Palo Alto are top consolidators. Okta is essential for securing AI agents within enterprises. High valuations compared to the broader market.
Кибербезопасность
Лонг
12 янв
$260.61
+24.7%
1. THE FACT: This Apple Google partnership is very strong. Google pays little and Siri gets better.
2. THE BRIDGE: The partnership benefits both companies, with Google getting a good deal and Apple improving Siri, leading to higher stock prices.
3. THE VERDICT: The Apple-Google partnership is mutually beneficial and should drive both stocks higher.
1. THE FACT: This Apple Google partnership is very strong. Google pays little and Siri gets better.
2. THE BRIDGE: The partnership benefits both companies, with Google getting a good deal and Apple improving Siri, leading to higher stock prices.
3. THE VERDICT: The Apple-Google partnership is mutually beneficial and should drive both stocks higher.
Оборудование для ИИ
Лонг
25 фев
$245.17
+10.7%
Cramer advises investors to "avoid stuff we can't or don't comprehend" and buy companies that "make things and do stuff." These tangible businesses (Consumer Staples, Industrials, Retail) are understandable and less vulnerable to immediate disruption by AI agents compared to complex software companies. Long understandable value and tangible goods. Inflation or consumer spending slowdowns.
Cramer advises investors to "avoid stuff we can't or don't comprehend" and buy companies that "make things and do stuff." These tangible businesses (Consumer Staples, Industrials, Retail) are understandable and less vulnerable to immediate disruption by AI agents compared to complex software companies. Long understandable value and tangible goods. Inflation or consumer spending slowdowns.
Фарма и биотех
Лонг
12 янв
$650.00
-11.2%
1. THE FACT: Meta needs help as it is spending so much money. It just found help.
2. THE BRIDGE: The implication is that this "help" will alleviate Meta's spending concerns.
3. THE VERDICT: Meta has found a solution to its high spending, which should be positive for the stock.
1. THE FACT: Meta needs help as it is spending so much money. It just found help.
2. THE BRIDGE: The implication is that this "help" will alleviate Meta's spending concerns.
3. THE VERDICT: Meta has found a solution to its high spending, which should be positive for the stock.
Гиперскейлеры
Лонг
25 фев
$290.95
+54.0%
Cramer notes a severe shortage of memory devices for AI, with companies allocating orders carefully. He mentions a report suggesting to "dump SanDisk" (WDC) but views the resulting dip as a buying opportunity. AI data needs processing and storage, creating an "ocean of demand" with no destruction in sight. Prices will skyrocket, and customers have no choice but to pay. Buy these memory/storage plays as they have immense pricing power. Potential for future supply gluts, though Cramer believes demand is currently too strong.
Cramer notes a severe shortage of memory devices for AI, with companies allocating orders carefully. He mentions a report suggesting to "dump SanDisk" (WDC) but views the resulting dip as a buying opportunity. AI data needs processing and storage, creating an "ocean of demand" with no destruction in sight. Prices will skyrocket, and customers have no choice but to pay. Buy these memory/storage plays as they have immense pricing power. Potential for future supply gluts, though Cramer believes demand is currently too strong.
Память для ИИ
Лонг
27 фев
$200.21
+129.4%
A massive "program" trade is indiscriminately selling semiconductor and hardware stocks. Nvidia reported a "spectacular quarter" with great guidance, yet the stock was "butchered" along with peers like Broadcom, Micron, and Western Digital. This selling is based on portfolio rebalancing (selling winners to buy losers) rather than fundamentals. The underlying business for these companies remains strong (AI demand, cash flows). LONG. "Own Nvidia, don't trade it." Use the artificial sell-off created by the program to buy these high-quality stocks at a discount. The rotation from hardware to software could persist in the short term regardless of fundamentals.
A massive "program" trade is indiscriminately selling semiconductor and hardware stocks. Nvidia reported a "spectacular quarter" with great guidance, yet the stock was "butchered" along with peers like Broadcom, Micron, and Western Digital. This selling is based on portfolio rebalancing (selling winners to buy losers) rather than fundamentals. The underlying business for these companies remains strong (AI demand, cash flows). LONG. "Own Nvidia, don't trade it." Use the artificial sell-off created by the program to buy these high-quality stocks at a discount. The rotation from hardware to software could persist in the short term regardless of fundamentals.
ИИ-вычисления
Лонг
18 фев
$204.30
+24.9%
The recommendation is to hold Amazon stock despite acknowledging headwinds from diminished free cash flow and a higher valuation.
The recommendation is to hold Amazon stock despite acknowledging headwinds from diminished free cash flow and a higher valuation.
Гиперскейлеры
Лонг
07 фев
$191.35
+34.1%
Enterprise software stocks have been decimated (down 30-70%) due to fears that Generative AI will allow companies to write their own code and replace SaaS providers. The sell-off is overdone for profitable companies with strong growth. * Intuit (INTU): AI is not a threat to the consumer TurboTax business or SMBs who cannot afford to build internal software. * Salesforce (CRM): Trading at its lowest P/E multiple in history (14x), cheaper than during the 2008 recession. * ServiceNow (NOW): Strong growth (19%) and a massive buyback program ($2B). * Box (BOX): Cheap (16x earnings) with consistent execution. * Atlassian (TEAM): Down 70% from highs but growing earnings at 30%. * Workday (WDAY): Trading at less than 15x earnings despite 18% expected growth. A proprietary screen identified these specific names as having >25% drawdowns but above-market earnings growth and profitability. The market may continue to punish software stocks irrationaly in the short term if AI fears persist.
Enterprise software stocks have been decimated (down 30-70%) due to fears that Generative AI will allow companies to write their own code and replace SaaS providers. The sell-off is overdone for profitable companies with strong growth. * Intuit (INTU): AI is not a threat to the consumer TurboTax business or SMBs who cannot afford to build internal software. * Salesforce (CRM): Trading at its lowest P/E multiple in history (14x), cheaper than during the 2008 recession. * ServiceNow (NOW): Strong growth (19%) and a massive buyback program ($2B). * Box (BOX): Cheap (16x earnings) with consistent execution. * Atlassian (TEAM): Down 70% from highs but growing earnings at 30%. * Workday (WDAY): Trading at less than 15x earnings despite 18% expected growth. A proprietary screen identified these specific names as having >25% drawdowns but above-market earnings growth and profitability. The market may continue to punish software stocks irrationaly in the short term if AI fears persist.
ПО для ИИ
Лонг
15 янв
$959.52
+4.7%
1. THE FACT: Banks rallied today because "everyone expects the banks to go down and they sell them." GS was "fantastic."
2. THE BRIDGE: This suggests a contrarian play where negative sentiment has led to overselling, creating a bounce opportunity. GS's performance reinforces this.
3. THE VERDICT: Banks, specifically GS, are experiencing a short-term rally due to overselling and strong individual performance.
1. THE FACT: Banks rallied today because "everyone expects the banks to go down and they sell them." GS was "fantastic."
2. THE BRIDGE: This suggests a contrarian play where negative sentiment has led to overselling, creating a bounce opportunity. GS's performance reinforces this.
3. THE VERDICT: Banks, specifically GS, are experiencing a short-term rally due to overselling and strong individual performance.
Рынки капитала
Лонг
27 фев
$148.08
+205.6%
Cramer states, "I'm not going to be pessimistic when OpenAI... got the money... and I'm not going to be negative because [of] what Dell did." Intrator adds, "The demand for the infrastructure has been relentless... We are constrained by our ability to deliver more capacity." The market has been selling off AI stocks (NVDA mentioned as "down very badly") due to fears of ROI and overspending. However, the CEO of a major GPU aggregator confirms that demand still exceeds supply and is broadening to sovereigns/enterprises. If CoreWeave is maxing out capacity, they must continue buying chips (NVDA) and servers (DELL) aggressively. The sell-off disconnects from the fundamental order flow. LONG. The "AI CapEx cliff" fear is premature if the end-users (CoreWeave) are still supply-constrained. A sudden deceleration in enterprise adoption or sovereign spending would leave infrastructure providers with overcapacity.
Cramer states, "I'm not going to be pessimistic when OpenAI... got the money... and I'm not going to be negative because [of] what Dell did." Intrator adds, "The demand for the infrastructure has been relentless... We are constrained by our ability to deliver more capacity." The market has been selling off AI stocks (NVDA mentioned as "down very badly") due to fears of ROI and overspending. However, the CEO of a major GPU aggregator confirms that demand still exceeds supply and is broadening to sovereigns/enterprises. If CoreWeave is maxing out capacity, they must continue buying chips (NVDA) and servers (DELL) aggressively. The sell-off disconnects from the fundamental order flow. LONG. The "AI CapEx cliff" fear is premature if the end-users (CoreWeave) are still supply-constrained. A sudden deceleration in enterprise adoption or sovereign spending would leave infrastructure providers with overcapacity.
Оборудование для ИИ
Лонг
17 дек
$298.25
+12.0%
1. THE FACT: Disturbing data about ChatGPT's growth versus Gemini and others. The research says bots are turning into commodities, which plays into Gemini's strong suit.
2. THE BRIDGE: Gemini (Google's AI) is gaining ground against ChatGPT, and the commoditization of AI favors Gemini's position.
3. THE VERDICT: Gemini's strong performance and the commoditization of AI bots are bullish for Google.
1. THE FACT: Disturbing data about ChatGPT's growth versus Gemini and others. The research says bots are turning into commodities, which plays into Gemini's strong suit.
2. THE BRIDGE: Gemini (Google's AI) is gaining ground against ChatGPT, and the commoditization of AI favors Gemini's position.
3. THE VERDICT: Gemini's strong performance and the commoditization of AI bots are bullish for Google.
Гиперскейлеры
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У Jim Cramer на Buzzberg отслеживается 442 торговых идей по 431 тикерам с ноября 2025. винрейт 52% по 441 оцененным сигналам, средняя доходность +3.6%. #145 в рейтинге Buzzberg Alpha. Чаще всего покрывает: NVDA, INTC, MU.
