Lightning Round: There's too much hype around C3.ai, says Jim Cramer

요약 보기

짐 크레이머는 이번 라이트닝 라운드에서 C3.ai에 대해 과도한 기대와 과장이 있다고 비판했다. 개별 종목 전망: 허브스팟(HubSpot)은 높은 성장성으로 주가 반등이 예상된다고 언급했다. 리튬 관련주는 리튬 가격 하락으로 기회가 제한적이라며 알버말(Albemarle) 등에 대해 긍정적이지 않다고 평가했다. 치위(Chewy)는 바닥을 다지는 중이나 아마존 등과의 경쟁으로 상승 여력이 크지 않다고 보았다. 방산주 DRS(Leonardo DRS)는 신고가에서도 성장률 대비 비싸지 않고 전망이 좋아 추가 상승 가능성이 있다고 평가했다. NYCB(뉴욕커뮤니티은행)는 금리가 낮아져도 어려운 환경이 지속될 것이라며 부정적으로 봤다. 브라운포먼(Brown-Forman)은 좋은 회사지만 GLP-1 약물이 과음하는 사람들에게 쓰이면 수요가 줄 수 있다는 리스크를 언급했다. SRPT(사렙타)는 막대한 적자를 내고 있어 투자하지 않는다고 했다. C3.ai는 창업자를 좋아하지만 기대와 과장이 지나치다고 판단했다. USB(US Bancorp)는 약 5% 배당수익률과 안정성 측면에서 지역은행 중 괜찮은 선택이라고 언급했다. 출연자 개인 보유 종목에 대해서는 크로스트라이크(CrowdStrike)가 강한 성과를 내고 있어 계속 잘 될 것으로 전망했다.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. it is time to over the light room CHR and then the lighning round is over are you ready ski dad time the light round start with Janet Massachusetts Janet hi Jim hey Janet what's up Jim yeah I'd like your thoughts on HubSpot u s it's like a mini sales for us has got incredible growth and people like growth again I think the stock will Rally from here let's go to Jim in New Jersey Jim hey Jim uh just want to say thanks for all you do to teach us about all this stuff you're awesome thank you Jim I own a few different lithium stocks and I was wondering if you think there's still money to be made in the lithium space uh specifically albamar no I think the lithium stocks I think lithium's coming down in price and there's no reverse in it just kind of not the right place to be let's go to Gary in Pennsylvania Gary hi Jim booah booah Gary long time viewer and listener thank you thanks for taking my call of course I bought uh back in the end of August I bought uh not too many shars about 200 shars of chewy for a little over $25 and change and I'm wondering what you think of the prospects of this stock I think Chewy uh has is bottoming here but I just don't know much upside because I think people can get the stuff from Amazon let's go to Jesse in California Jesse CH gramer first time caller and I always watch you all the time thank you thank you for watching I got a I got a military stock called drrs it's hit it it's hit his 52 we high do you think it keeps on going forther yes I do I think that the prospects are really great for it we got a budget resolution too I think it's notex expensive stock relative to its peers given its growth rate let's go to Mark and Wisconsin Mark Dr Kramer thank you for taking my call of course thank you I currently own this stock I reinvesting all my dividends should I be be should I be buying more NYCB New York Community uh no I I just think even with lower rates it's just not going to it's just a tough tough uh environment I got enough problems owning Morgan Stanley for my travel trust let's go to youo in Ohio youo Jim great to be back on your wonderful and educational show I thank you for all you've done thank you how can I help okay straightforward question Brown Foreman with the real good company yeah know it's a good company but you know what I do believe that soon as someone starts doing the glp-1 trial for heavy drinkers I think people going to say I got to get out of brown foreman and and if I wouldn't worry about it if it weren't for the fact that that we call the Browns and the clears are not selling well and they make a lot of the Browns let's go to Robert and Florida Robert Happy Taco Tuesday Jim I forgot what's up uh speaking of AI and what it's doing for for all kinds of technology today including biotech uh what are your thoughts on srpt I don't own it no I just I'm not there for those guys I mean they you know they're just losing a huge amount of money I they've broken a lot of Hearts I'm not going there on that one I'm sorry let's go to Rick in Washington Rick hi Jim big F here thank you for everything you do oh thank you thank you so just want to hear your thoughts on C3 AI that seems to be working you know what you know they're an AI you know they look they're not delivering they're losing a fortune I look I happen to like the founder Tom sio I've known him for years and years but there's too much hype there and too much hope there and I don't like either age let's go to Clarence in Kentucky Clarence hey Jim uh Clarence from Kentucky all right long time listener first time caller fair enough how about US Bank stock if you're going to buy if you're going to buy Regional Bank USB you could do a lot worse than that I know that's daming with faint praise but does have a 5% yield it does very seems very safe to me how about Richard in California Richard hey Jim hey I've had this stock since the first of the year you think it has legs our Crow strike I I think it's had legs I mean this thing has just been an incredible horse George Curts I've been a backward George curs the whole darn way and he continues to do well for us and I say he will continue to do well and that ladies and gent conclusion of the nighted round the lightning route is sponsored by Charles Schwab coming up say nay to the naysayers Kramer shines a light on what's worked this earning season