Mad Money 08/04/26 | Audio Only
Спикеры
Jim Cramer
— Ведущий, Mad Money
Jim Cramer explains that a massive hedge fund blowup (Situational Awareness) cleared out forced sellers in tech, sparking a powerful rally. He is bullish on big tech and software stocks, recommends Celestica and GE Vernova, and sees a buying opportunity in Pinterest after its post-earnings drop. In the lightning round he backs Robinhood, Northwest Energy, and Origin Bank, and closes by urging regular index fund investing to capture the market's best days.
- Cramer attributes the tech rally to the clearing of forced selling following the collapse of a levered hedge fund.
- He says big tech and software stocks are set to move higher as short positions unwind and overhangs disappear.
- He explicitly recommends buying Celestica (CLS) and GE Vernova (GEV) based on strong execution and earnings.
- He views the after-hours sell-off in Pinterest (PINS) as a good opportunity given a strong quarter and Gen Z growth.
- Lightning round: endorses Robinhood (HOOD), Northwest Energy, and Origin Bank (OBK) as buys.
- Interviews with Voyager Technologies and Pinterest CEOs highlight space/defense and AI-driven shopping themes.
- He concludes with a timeless lesson: invest regularly in an index fund so you never miss the few days when most gains are made.
Идеи
Tech forced selling over, bounce continues
The forced selling from the collapse of the Situational Awareness hedge fund has cleared out weak hands and created a clearing event. Tech stocks are now free to rebound because there is no longer a seller overhang. Big tech names are still too low and will continue higher.
Software short squeeze just beginning
Software stocks were heavily shorted by the collapsed hedge fund and were kept down artificially. With the shorts running out of force, these stocks were left way too cheap and have nowhere to go but up as short positions unwind and fundamentals re-assert.
Celestica incredible operator, buy it
Celestica is a buy because it is an incredible operator that excels in hardware platforms, supply chains, and cloud connectivity. Cramer reads every conference call and is impressed by their execution; he suggests buying some now and hoping for a pullback to add more.
GE Vernova quarter was terrific, buy
GE Vernova did not miss earnings; it had a terrific quarter. The company is putting on more machines to generate more gigawatt power, and the stock is expensive for good reason. Cramer thinks it is a terrific situation and the stock can continue to go higher.
Pinterest quarter strong, post-sell-off opportunity
Pinterest reported a very strong quarter with beats on revenue, earnings, free cash flow, and users, with growth led by Gen Z. After-hours selling on inline guidance is unjustified and has created a good opportunity in one of the best independent web properties.
Robinhood winning site, growth continues
Robinhood has a winning platform because it consistently adds new products loved by users and is opening more and more accounts. The blockchain/tokenized stock feature will not matter much, but the core business momentum will drive the stock.
Northwest Energy is a winning stock
Northwest Energy is a winning stock that can be put in a portfolio as a long-term hold. It has recently pulled back, presenting an attractive entry point.
Origin Bank cheap at 13x earnings
Origin Bank is a great regional bank that continues to expand its presence and deliver value. It trades at an attractive 13 times earnings, making it a compelling value play.
Regular index buying captures best days
Most of the year's biggest gains happen on just a few days, and it is impossible to predict when they will occur. Therefore, investors should force themselves to regularly buy into an index fund regardless of price to ensure they capture those critical seven days.
