저자: JimCramer · 외국인
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결론: 크래머는 반도체 약세가 과도하다고 보며 반등 가능성을 시사하나, 인텔·마이크론의 PC 노출은 부정적으로 본다. 반도체 전반: 주요 반도체주가 고점 대비 50~60% 하락한 상태에서 추가 하락을 기다리기 어렵다는 입장. 모건스탠리의 재고 우려와 삼성의 비교적 긍정적 언급을 언급하며 시장이 지난 전쟁(과거 악재)에 대응하고 있다고 평가. 인텔: PC 비중이 커 보유에 부정적 견해. 실적 목표 달성 중심 행보에 대해 긍정적이지 않음. 마이크론: 이전에 단기 바닥을 말했던 인물을 언급하며, 바닥이 맞았다고 보나 긴 하락 기간을 우려. 주가가 67달러 수준으로 돌아갈 수 있다는 언급. PC 노출이 많아 부정적. 엔비디아: 게이밍 수요 우려로 급락했으나 산업용 비중이 더 크다고 보며 과도한 비관은 잘못이라는 입장. 본인은 고점 근처에서 일부 매도했다고 밝힘. AMD: 리사 수 CEO 관련 발언을 언급하며 주가 하락 후에도 우려를 표함, 단기 하락 가능성 시사. 빅테크: 알파벳은 광고 예산 축소 시에도 가장 먼저 남는 플랫폼이라 PER 14배는 비싸지 않다는 견해. 메타는 릴스·틱톡 경쟁과 인력 조정 관련 긍정·부정 평가가 혼재. 리스크: 반도체 하락이 길어질 수 있다는 점, PC 수요 의존 기업의 실적 부진 가능성. 출연자 전망 요약: 반도체 단기 반등 가능성은 열어두되, PC 노출 기업은 보수적으로 접근.
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sounds like you don't put a lot of faith in these number cuts today you're more interested i mean where were they i mean look we have a i don't want to pick on anyone but morgan stanley has a no doubt today saying listen we're worried about the inventory that's building well then you had samsung last night basically saying hey listen you know things are pretty good we did have micron on the show saying it's going to be a very short decline so i mean i think we're fighting the last war when i look at some of the semiconductor stocks david you look at the average semiconductor of the of the loved ones down fifty sixty percent i mean what are we we're supposed to do say we gotta wait for their down what 80.
you see intel lately uh yes i have what do you think that uh well i i don't think it's great if you own it i did see when you had hot dan on yes when you were outside just is about making the numbers how are you doing making the numbers right i like you guys like that um nvidia is something else you've loved all the way up i mean it was up yesterday it started bouncing i sold some nvidia at the top which i felt badly about because my dog had just died you know my dog's name was nvidia i do but nvidia's uh crashed because of gaming and i think that was wrong i think there's far more industrial see that's the whole thing david is about how much is gaming and how much is pc and if you're gaming in pc people just decide to write your obituary and i think some of these were premature intel unfortunately has way too much pc micron has way too much pc nvidia is no pc but it does have gaming although you mentioned micron and obviously we spoke to mr murrow a few days ago that was the bottom i know you feel like that was the bottom short term bottom or actually one that's going to be put in for quite some time though is the question i think the stock can usually go back to 67.
hey look it's not it's stock selling four times earnings right wow i look good there very sharp very sharp yeah very sharp there is that red tie thank you to mary duffy but you know carl i i i do not like research which says it's time to start worrying about the decline in the semiconductors that it could be that it could be elongated well i mean what do people want out of lisa sue okay so so lisa sue the ceo of amd it stocks at 176 and then it goes to 76.
well now i'm shaking it's time to start shaking what is this like cool hand luke he doesn't like i know hard-boiled eggs i i i know the movie i'm still shaking it pause yeah yeah well that's when people are like amd and now i'm worried now i'm worried i i i no you can't be now you're worried does your enthusiasm extend beyond semis yes what else because we got numbers as i said e-commerce i think software look i happen to think that metaverse i don't like the price that he's given off the new i just bought the quest paid 310 for my daughter's birthday she shouldn't watch the show so be surprised uh but i do think that that the idea that alphabet at say 14 times earnings is expensive when everybody pretty knows that if you cut your ad budget back the only one you still use is alphabet because of the roi i think that is true uh and in fact i think what you hear from some advertisers is that is is more the case even then your beloved meta and or earnings medicine others understood but alphabet seems to win when it comes down to making the choices but david the whole thing that i mean you you come in we can't keep changing what the goal posts so you come into this year and the end of q1 we've decided that mark zuckerberg is a complete bozo and loser because reals is awful and tick-tock is a winner now tick-tock it turns out to be an arm of the the people's republic of china and and reels works really well with instagram and now he oh this is another one he's not he's actually expanding the workforce but he's getting rid of people who aren't doing anything now is that bad do you think the companies should get rid of people who aren't doing it or do you think that they should have them like you remember chicago altar right i think that would make sense to be as efficient but not zuckerberg is not allowed to fire people who aren't doing anything who said that that's the consensus why it's not the consensus no i'm saying people were a little surprised earlier last year when we found out they were spending 10 billion dollars on the metabolism before they changed that was before everything else now they're not you're saying no i'm telling you they're not well because that was the number they shared they decided look they don't need all these engineers carl when things were really robust they hired every engineer that walked by the building by the way the building's eight floor you know it's eight different sections it takes you like 40 minutes to walk from building one to building eight i wouldn't know and i'm just saying that when you walk by building one building there are engineers everywhere well i don't know a lot of them are probably playing palm
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