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Feb 07, 2026
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LONG
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Vertiv makes power and cooling equipment for data centers. It is a direct infrastructure play on the data center boom. Cramer prefers this over "Comfort Technology" (likely Comfort Systems or Skechers) due to the AI tailwind. |
CNBC
Mad Money 02/06/26 | Audio Only...
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Feb 07, 2026
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LONG
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A caller asked about "Kroner" (likely Klarna or similar), but Cramer pivoted to Affirm. Affirm is the superior operator in the Buy Now, Pay Later space with better numbers. |
CNBC
Mad Money 02/06/26 | Audio Only...
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Feb 07, 2026
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LONG
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Reviewing the "Mag 7" earnings, these two stand out as buys on the dip. * Alphabet (GOOGL): The best performer of the group last year; the recent pullback is just a "breather." They dominate search, cloud, and consumer AI. * Meta (META): The stock erased its post-earnings gains despite a great quarter. Zuckerberg proved AI spending is improving core ad profitability. The drop is a "gift." Meta delivered a huge top/bottom line beat. |
CNBC
Mad Money 02/06/26 | Audio Only...
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Feb 07, 2026
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AVOID
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Crypto-linked stocks are too volatile and tied to Bitcoin's questionable status as a store of value. If you want exposure to crypto, just buy Bitcoin itself. Do not buy the proxies like Coinbase or Robinhood, which are becoming "toxic" due to their correlation with a falling asset. |
CNBC
Mad Money 02/06/26 | Audio Only...
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Feb 07, 2026
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WATCH
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Amazon announced $200B in Capex, shocking the market. The transition from a solid growth company to a heavy-investment/debt cycle is difficult for investors to stomach. While Cramer trusts CEO Andy Jassy, he admits it is "too hard" to pound the table for new buyers right now. |
CNBC
Mad Money 02/06/26 | Audio Only...
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Feb 07, 2026
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LONG
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These are the two "Mag 7" stocks that should be held through volatility, not traded. * Apple (AAPL): Strong iPhone sales and a rebound in China. They avoided massive Capex spending by partnering with Google on AI. * Nvidia (NVDA): The primary beneficiary of the hundreds of billions of dollars in Capex spending announced by Amazon, Microsoft, and Meta. |
CNBC
Mad Money 02/06/26 | Audio Only...
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Feb 07, 2026
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LONG
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Medical distributors and managed care are performing well. * McKesson (MCK) & Cardinal Health (CAH): "Classic drug middlemen." They are consistent winners; buy them anytime they dip. * CVS Health (CVS): The only health insurer to own. It is now the last real national drugstore chain (with Walgreens private and Rite Aid closed) and is undervalued as a managed care play. |
CNBC
Mad Money 02/06/26 | Audio Only...
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Feb 07, 2026
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LONG
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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. |
CNBC
Mad Money 02/06/26 | Audio Only...
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Feb 07, 2026
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SHORT
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A caller asked about holding Oracle after a drop. Cramer dislikes what they are doing to their balance sheet. He prefers companies with pristine financials. If the stock bounces, use it as an exit liquidity event. |
CNBC
Mad Money 02/06/26 | Audio Only...
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Feb 07, 2026
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AVOID
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Toast (Restaurant POS software). "Great device, bad stock." A good product does not automatically make a good investment, and the stock has been a "house of pain." |
CNBC
Mad Money 02/06/26 | Audio Only...
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Feb 07, 2026
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AVOID
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UiPath (Robotic Process Automation). The stock is too expensive, and the thesis that bots will replace mundane tasks is not compelling enough to justify the valuation. |
CNBC
Mad Money 02/06/26 | Audio Only...
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Feb 07, 2026
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LONG
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With Bitcoin losing its luster as a hedge against inflation/currency devaluation, money is flowing back to gold. Agnico Eagle is the second-largest gold miner and the "shiniest" stock in the sector. It is a superior safe haven compared to crypto. Bitcoin failed to rally on a weakening dollar, breaking the "store of value" narrative. |
CNBC
Mad Money 02/06/26 | Audio Only...
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Feb 07, 2026
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LONG
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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. |
CNBC
Mad Money 02/06/26 | Audio Only...
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Feb 07, 2026
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AVOID
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Cramer observes that T-Mobile has "fallen off K2" (crashed) and asks "what's the matter" with the former fan favorite. The stock is behaving poorly, trading as if it has slower growth than its competitor Verizon. When a growth stock starts trading like a slow-growth utility without a clear reason, it signals underlying fundamental issues. The stock's recent severe decline and price action relative to Verizon. The sell-off could be an overreaction, presenting a value buying opportunity if the growth story is actually intact. |
CNBC
I think investors are getting nervous about R...
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Feb 07, 2026
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LONG
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Cramer notes that the President is cutting tariffs on Argentina, specifically mentioning this could help Argentinian beef imports. He believes this is positive for McDonald's and Texas Roadhouse. These companies are massive buyers of beef. If tariffs on imported beef are cut, their input costs decrease. Lower costs generally lead to better profit margins. Additionally, Cramer notes McDonald's "value proposition is back." Presidential tariff policy change regarding Argentina. Supply chain issues or rising labor costs could offset the savings from cheaper beef. |
CNBC
I think investors are getting nervous about R...
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Feb 07, 2026
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AVOID
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Cramer states he does not want to own Robinhood because investors are "unnerved by how closely aligned this stock is with the price of Bitcoin." The trade relies on the view that Bitcoin is becoming a "toxic" asset. It is failing its primary use case as a hedge against inflation (dropping even as the dollar weakens). Because Robinhood's stock price tracks Bitcoin's performance, the platform becomes a risky repository for a failing asset class. Bitcoin's "precipitous decline" coinciding with a weakening dollar; Robinhood's stock acting as a proxy for crypto volatility. A sudden resurgence in crypto prices would likely rally Robinhood shares immediately. |
CNBC
I think investors are getting nervous about R...
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Feb 07, 2026
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WATCH
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Vertiv reports earnings on Wednesday and it "could be a monster quarter." Vertiv manufactures essential power and cooling equipment for data centers. As AI and cloud computing expand, the physical infrastructure needs (keeping servers cool and powered) skyrocket, directly benefiting Vertiv's bottom line. Strong secular trend in data center construction. Cramer notes the stock's performance depends on the "mood of the day," meaning even good earnings might be sold off if the broader market is pessimistic. |
CNBC
I think investors are getting nervous about R...
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