저자: 짐크레이머 · 외국인
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결론: 라이트닝 라운드에서 크레이머는 여러 종목에 대해 매도·매수·보유를 빠르게 답하며 대부분 단기 방향 예측보다 개별 평가에 가까운 발언을 했다. 시청자 질문 응답 중 리비안·루시드 매도 권고 등 전기차 관련 부정적 평가가 나왔다. 스노우플레이크는 CEO가 매수를 말리는 상황이 우려스럽다고 언급했으나 구체적 가격 전망은 없었다. 대만 TSMC는 좋은 기업이라 소폭 조정을 받을 필요가 있다고 말했으며, 반도체 공급망 분산은 수년이 걸린다고 했다. 브라질 항공사 아주(Azul)는 4.8달러와 6달러에 매수한 시청자의 반 매도 결정을 잘했다고 평가했으며 시장점유율이 강하다고 봤다. 팔란티어는 좋은 분기 실적으로 주가가 오른 것이 정당하다고 평가했다. 캐터필러는 트럭 시장이 뜨겁다는 점에서 좋은 플레이라고 언급했다. 힐튼은 잘 운영되는 기업이며 국제 여행 수요가 견조하다고 봤고, 서번(Suburban Water) 관련 수익률이 3%에 근접해 매수하고 싶다고 말했다. 사마라(Samsara)는 훌륭한 기업이라 조정을 기다린다는 취지로 언급했다. 인텔은 서버 CPU가 AMD를 능가한다는 주장을 부정했고, 모빌아이 매각이 재무구조에 도움이 될 수 있다고 봤다. 연준 의장 파월에 대해서는 조건부로 긍정적 평가를 했다.
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foreign ER My adorable lunatic friend how are you uh more lunatic than ever and I appreciate that comment what's going on dude Tim last month on the lightning round you waved your does not make money rule on the stock it recently recovered from all of its one day 17 lot some 11 days ago Jim this stock is no plate please share your thoughts on s m o w I have to tell you I am concerned about snowflake because Frank sluben told me very directly at our CNBC CEO investment Council that I interviewed him that he was not happy with his own quarter now the stock has come all the way back up I think you have to take a little breakfast game that concerns me if the CEO says don't buy basically while he's trying to get him to buy and it goes back up I'm wrong he's right let's go to Tyler in California if he's Tyler with you uh I'm doing good thank you um I wanted to say that I've been a long time listener I've been listening to you since real money um my radio show holy cow one of the next one dates me thank you for listening to that appreciate it all right and and uh I love the street.com a great website yeah but yeah I started in 96 and look I just have a good Legacy feel better what's up uh so I wanted to uh let you know this is my 21st call so lucky 21 I wanted to ask about Taiwan semi TSM all right good luck I think Taiwan semi is a very good Stocker we should pull back a little bit obviously that uh the semiconductor or chip saxes countries made it so that we're trying to be less dependent it'll take many many years and Taiwan semi is a very good company in a democracy that we need to defend so happy 21.
let's go to Ray in New York gray oh yeah Jim this is Ray from upstate New York all right Ray what's happening well my stock has to do with the growing season which is going full score right now it would be Scott's Miracle Grow you know something Ray I gotta tell you as a gardener I myself am concerned on the week to week nature of gardening this year and I just can't get excited about the season I'm excited about my garden obviously but I just think it's just way too Hit or Miss I'm about to say noticement to uh just to Scots let's go to Leo in Connecticut Leo oh yeah Jim Leo calling from Middletown Connecticut how you doing you're real good man what's going on I'm good okay so I bought a Brazilian Airlines uh Azul at 4.8 and again at six wow they control about a third of Brazil's passenger market share I sold half my state to lock in some games at 11.
would you hold the rest or take your game you were playing with The house's money let it run I can't believe well that stocks done is probably the best it's probably the best airline in the world well done well played Luke in California Luke Jim Luke Nelson San Diego big fan of show Jen big fan of show thank you what's up asking about today is uh palantir Technologies one of the best quarters I I had disliked the company for a very long time stock has been climbing up ever since that quarter is deservedly so is they got a lot of good government business let's go to Steven California Steve Jim let me thank you for literally a Palo altogether it's going good for the club thank you and keeping me an afternoon video when it comes what's up thank you Allison Phil Smith and holders very straightforward company I know the company it does very well I think it's a that area of of the let's say the original equipment makers for trucks is really strong my friend Stephanie Lake had a very good piece today about the truck numbers it is really really red hot Market I like caterpillar that's the way to play it let's go to Michael in New York Michael Jim how you feeling I'm feeling I made a little comeback you know I'm still trying to take my vocal cords trying to figure out what's the matter with them I don't like the fact that twice in two months has happened I'm looking to do it and I thank you for asking what's going on all right good I'm looking at a stock called HLT Hilton worldwide I think they're very well run I seek Marriott and Hilton are both well run I think that's a good stock international travel holds up I think you got to keep her let's go to Randy and Pennsylvania Randy I want to invite you to our Sports Talk here at Horsham Fly Eagles Fly and I want to let you know this is the best time of my life to talk to you wow you know I'm going to talk to Jeff Marsh maybe we get that thing working out what's going on now I also want to let you know a special gift coming to you I can't tell you what it is the special gift coming I'll take it I always like gifts it used to be called Aqua America it's NOW essential I've had it it's a long-term investment Suburban Water right did you have a little Suburban wire in Marco anyway that's that's a um it's a really solid company it's come down a great deal I've never seen it yield this close to three percent I want to buy that stock I want to buy an aggressive very very good call I hope I get a nice gift they'll be tripping let's go to Michael and Arizona Michael hey how you doing there I am doing well Michael how about you I'm good hey I'm I'm calling today about a stock um the ticker symbols iot uh samsara it had one of the best that may be one of the greatest Untold uh sober Enterprise companies there is it's a really great stock I wish I had quit it earlier I hope it pulls back I think it's worth talking about let's go to Franklin New York Frank yeah hi Jimmy love you so thank you Frank Michael is about Caribbean Automotive ink the electric car losing too much money I'm gonna give you a twofer I want you to sell that one I want you to sell Lucy let's go to carry in New Mexico Carrie hey Mr Kramer long time listener excellent yeah I'd like to accomplishment your your daughter requiring the term at Jimmy chill I love it anyways I'm called about Intel Intel has some uh it's sampling and then uh Enterprise servers they are CPU uh Xeon chips that are claiming they are out performing AMD I just want to get your take on no no they're not Now intel selling a big slug of mobile eye maybe that'll help short their balance sheet that's about the best thing I can say about Intel and that lady tell his conclusion of the lightning round found is sponsored by TD Ameritrade coming up is Jay Powell too cool for school Kramer says hip hip hooray for the Fed chair with an important caveat
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