저자: JimCramer · 외국인
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결론: 마이크론의 강한 실적과 클라우드·재택근무 수요를 근거로 반도체·클라우드 관련주에 강한 낙관을 보이며, 경기 침체 속에서도 이 흐름이 지속된다고 주장한다. 마이크론 실적: 시장 예상보다 강한 분기 실적을 발표했으며, CEO 산지이 메로트라는 중국의 소비자 수요 둔화를 데이터센터 수요(게이밍·전자상거래·재택근무)가 상쇄하고 있다고 언급. 노트북 상업·교육 부문 수요 증가와 중국 스마트폰 제조 회복도 언급. 반도체 및 장비주: 엔비디아, AMD(노트북 칩 공급자)에 긍정적. 마이크론 경쟁사 웨스턴디지털은 플래시 메모리 약세 언급. 반도체 기업들의 생산능력 확대가 예상되어 램리서치·어플라이드머티리얼즈 수주 증가 기대. 퀄컴·스카이웍스 등 5G 관련: 퀄컴은 긍정적 서프라이즈에도 저평가, 스카이웍스 매수 가능 언급. 클라우드·재택 수혜주: 메타(페이스북), 알파벳(유튜브), 아마존(AWS), 알리바바, 마이크로소프트(Azure), 인텔(노트북), 브로드컴, 어도비, 세일즈포스, 서비스나우, 크라우드스트라이크, 지스케일러, 도큐사인, UPS·페덱스, 줌, 시스코 웹엑스 등을 재택경제 수혜로 언급. 바이오·기타: 길리어드는 긍정적 확신 부족으로 관심 낮음. 코로나 진단 키트용 면봉 공급 업체 등 거론. 리스크: 포드 신용등급 투기등급 강등, 맥도날드 등 배당 축소, 유가 약세, 경제 대부분 휴지 상태 등 전반적 약세 요인 인정. 출연자 전망: 클라우드 성장이 팬데믹을 넘어 지속될 것이며 아직 초기 단계라고 강하게 낙관.
다듬은 글
the most bullish story today I had nothing to do with the stimulus package and everything to do with the cloud we know this weakness everywhere Ford Motors credit rating just dropped junk Macy's candidates dividend Cheesecake factory's not paying around for April oil can't get out of its own way much of the economy remains on hiatus but then last night the Sun came out in the form of micron mu a you Becca the reported a very strong quarter when Wall Street was expecting a weak one sure there was the news we'll worry about cell phones they love weakness in the internet of things related to autos bar within that gloom though is something I just got a quote because you've got to read these consoles I always tell you that the CEO Sanjay Mehrotra said this it was incredible and I quote in China lower consumer demand was offset by stronger data center demand due to gaming ecommerce and remote work activity anyone wanted to say quote look into the third quarter as these trends also shape take shape worldwide data center demand an old region looks strong and is leading to supply shortages nice on top of that Sanjay tells us we are seeing a recent increase in demand for notebooks used in commercial and educational segments to support work from home and virtual learning in issues and then we get the coup de Gras we are also encouraged to see manufacturers in China increasingly returning to full production and we have recently started to see China's smartphone manufacturing violence recover holy cow I mean we gotta take advantage this is some of the best pin action I've seen this entire year let's unpack microns conference call when Sanjay says the data centers won't fire because everyone's going online to cook through the the coronavirus lockdown of course going home building is building their office at home that means great things for nvidia and AMD and I still think even if the runs you can buy them especially because they also make grandpa chips used in gaming which was just mentioned they also uh they make the notebook chips to me AMD is a notebook chip supplier maybe the best one what else even though Facebook's ad revenues take a hit we know that from the other day this can that usage is going way up as Mark Zuckerberg explained to me this very morning it's all you get better as Facebook helps the bat's helps pack stay at home businesses it's kind of like they're gonna be the place you go if your quarantine you start a business alphabets YouTube business must be strong same goes for all of Amazon including Amazon Web Services were one there was a no doubt today saying business is slower I don't believe that don't forget Alibaba the Chinese e-commerce platform it's the only Chinese stock I like maybe the pure splay Microsoft with its Azure cloud business not to mention the software that runs most of these new laptops I get a better feel for for Intel from the positive notebook commas we already know that Western Digital WGC one of microns competitors stood well flash memory went out we had to CEO on last night and then there's 5g where I'm liking marbella technology and Qualcomm to very cheap stocks especially the former because it reported huge upside surprise that was overlooked because of yes clove in nineteen skyworks can be bought here we heard great things from CEO Liam Griffin the other night about 5g oh and check out Broadcom ok check this one out used to be the Navy geo is still a symbol it's a company that's supposedly reported a not so hot quarter but its stock is now rallied substantially from where it was trading before those results we bought this one at Marvel for the travel trust but you can follow by joining the action where's plus.com club they're making a big right here if all of these semiconductor companies are actually thriving then they'll need to boost capacity to keep up with this newfound a man and that means placing orders with lamb research and Applied Materials you probably saw those rock today what else as these Fayette own businesses thrive that's like throwing gasoline on the fire that is cloud computing Adobe service now salesforce.com they'll go over to work here they are there are so many implications from the rise of the stay at home economy you need new layers of cybersecurity so you got to think CrowdStrike or z scalar i mean all this stuff is coming together unique DocuSign to execute contracts you need overnight shipping from UPS and fedex it's a huge paradigm shift it's not going to go back that quickly you need zip well zooms videos nothing harder to use Cisco's WebEx more enterprise and I think early innings not only do these companies transcend the pandemic I'd argue that they oughta be in the benefiting from it they we the go-to stops as we work our way through this horrible nightmare John in New Jersey John Tim what about the Booya Jim yeah how about this Gilead Sciences it was an orphan drug or something like that doesn't render severe I'm not sure about it I you know I'm not sure about how well okay if it was really doing well I think we would have heard something but they're very good scientists it's just not my favorite there's a lot of other stocks that are done a lot more alright the coronavirus can't hold back the momentum of the cloud I expect to stay at home portion of the cloud now to make them even stronger it's trend that's it it's infancy and from what I can tell it's already taking over cuz you can't go to the office what's we're made money us virus testing is facing a new head with lab supply shortage I'm talking to the private player who's making millions of the swabs that we need Puritan medical american-made then as I mentioned cloud continues to save the day so how is a company like Biba holding up despite the market's uncertainty that's another cloud base play I've got the CEO and with news that the stimulus bill will a student loan payments for six months I'm asking so Phi how it could impact business and under those pesky millennia we'll sell one or buying stocks I'm gonna tell you
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