저자: JimCramer · 외국인
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반독점 규제 완화 기대로 빅테크(매그니피센트7) 강세 지속 전망. 애플·아마존·알파벳·메타·마이크로소프트·엔비디아·테슬라 등에 긍정적 시각. 과거 상승률을 근거로 든 우호적 논조이며 개별 단기 가격 예측은 제한적.
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er I'll my friends I'm just trying to make you lra 800 743 CC TW Kramer the age of antitrust tyranny is over in its place we could be looking at four years of relatively unfettered capitalism likely with higher stock prices especially for the Magnificent 7 it's why the NASDAQ cross 20,000 for the first time today up 1.77% record high Dow dip 99 points SB gain.
82% today is indeed a very big day it's a celebration cation based on the replacement of big corporate NE Nemesis L Khan the current FDC head by a pro corporate regulator Andrew Ferguson by bye he's also on the on the FTC we know what he's done he's Pro business it's fabulous news for the tech Titans because the hectoring the threats the endless P of litigation maybe they will soon be over hence the NASDAQ hoopla the Chang at the FDC as well as the shifting leadership at the N trust division of the just Department make me feel that we have seen the high tide government interference for the companies we love House of pleasure but now we have to ask ourselves specifically what's driving the individual mag s stocks to these record highs Beyond just the changes in government first people always dump out that these stocks can keep going up you hear them right they're in disbelief that it can happen again and again me on the other hand I'm in disbelief that people still don't get it they know nothing these companies do amazing things they keep changing they keep inventing they have all the money in the world which Lov them to hire of the smartest people on earth they are sovereign states with better balance sheets than any country let's take them one by one let's start with apple which was up nicely earlier today before pulling back in close today Apple announced the release of iOS 18.2 which they say has a brand new set of of Apple intelligence features including chachu PT image playground used to cre funny gen emojis we tested genois by giving me my old hair back but we couldn't do it you son of a what I told you to cut that all right made us laugh it's making you laugh it's making everybody laugh hey yeah it's They're laughing at me but I said oh you know what I can handle that cuz it doesn't it doesn't not one bit I'm I'm cool with it oh then we ask serious something we said what would you do with a family of four and NC in the winter it replied I'll need to use chat GPT to write that should I go ahead that's nice we said yes and then it gave us five terrific ideas emphasiz thank God they took that down emphasizing the winter aspect of this great City I thought they were great ideas coherent cogent pretty much what I yeah it's kind of what I thought as someone who's lived here for 40 years I got a lot of those ideas but then there were others that were better succinct terrific Tim Cook great job I loved it but there might be something else at work behind Apple's recent strength we're likely seeing the end of the Biden administration's hairband attempt to hobble Apple just like Kathy Bates hobble James con and Kramer fve misery one of Stephen King's best by the way although that particular scene is still a little difficult to watch back on March 21st the justice department sued Apple for monopolizing the high-end smartphone market in fact they invented a whole new category of smartphone just to make this argument Justice went after Apple for charging more because Justice charged uh well you know whatever they forgot that you can get it mostly from Verizon I'm tired of the Andy Williams song already okay Apple exerted pressure everywhere suppressing everything and everyone that competed against him says justice left out of the investigation we can't live without these darn phones For Heaven's Sake because they're so good they're great and hey if you don't like it online just go buy a Samsung go ahead make my day I think Common Sense will take over under TR Trump's justice department which seems far more concerned with ideological issues involving Free Speech H Apple not Apple will be fine out of that because they're not a media platform that's why the stock can keep rallying it's yet another reason why Apple's giving you get this a 250,00 18% gain since coming public 44 years ago take that S&P next Amazon just won't quit up five bucks today this time it's all about president-elect Trump's pick for the FDC chair Ferguson he'll be replacing Khan who as I mentioned was relentless in her attempts to smash Amazon boy did she hate Amazon because she thinks it's too powerful as she put it quote Amazon's actions allow to stop Rivals and sellers from lowering prices degr quality for Shoppers overcharge sellers stifle Innovation and prevent Rivals from Fairly competing against Amazon and what's missing how about the fact that Amazon Prime is the greatest bargain in the world and it's managed to lower prices for 200 million users but if you're Merchant you don't like their platform go just go to Shopify For Heaven's Sake it's not like Amazon sending the mafia to put his Rivals out of business it's just great at what it does how could the FTC be so out of step with America how could it be how could it be so ideological so not respectful of Amazon or its reputation of the reputation of its own organization Amazon by the way is up 36,9 13% since it came public on May 15th of 1997 you know that that doesn't happen if you're a Relentless bad actor like the FDC would have you believe Al may solve a problem the authorities not because they're so good but because some members of the Trump team really do believe that Al is trying to brainwash us with liberal ideology that said the Biden J Department's been trying to dismantle this business and I bet they're no longer going to do that under Trump plus with a GM self-driving business shutting down alphab is wayo is down a competitor I think that greatly boosts the value of wh if alphabet ever wants to spin it off still one more reason why this stock has ried 9,000 86% since it came public August 19th 2004 met of platforms it's up huge now some of that's because was met as multi-year hounding by the FDC is now over even if the original investigation started during the Trump first term on November 13th of this year a federal judge ruled that the case can go forward the Market's breathing a side relief because it's going to go forward under Andrew Ferguson not L Khan that makes me feel that things will work out and it' be okay for meta another reason why meta stock is now up 1,565 per since it came public on May 18th of 2012 in a last minute attempt to slam as many mag s stocks as she could n decided to go after Microsoft a couple weeks ago mainly for bundley it's cloud computing offerings with office and security products you can't make this stuff up with this person was doing con also wants to examine the growing uh company's Growing Power in the AI segment she just can't stand big Tech I think this investigation now it now goes nowhere and that's how Microsoft can continue its long one now rally by the way 615791725 who gets the latest and greatest trips I think the incoming just department will come as close as possible to congratulating them for being the best in the world allowing Nvidia to continue its winning streak by the way the stocks up 57,000 140% since it came public in 1999 finally CH out of the robotx race it's just Tesla versus weo and Elon Musk has made it clear that his cars will be the first mover even though Tesla's done none of the regulatory paperwork that wh's done I believe him simply because he's typ with president-elect Trump the White House can make the interstate highway system a test Lane for Tesla and it will thrive on it and the economics of a Tesla tax are dramatically cheaper than a whill looks like Tesla can keep it winning ways up 37381 since IPO 2010 I am up two minds about this I understand Al LOM might think that every one of these dominant companies is too powerful it could certainly become a problem in the future but the Magnificent Seven are dominant because they're extraordinary they are largely loved they are the Envy of the world and they are ours they're ours and hey if you want you can have a piece of them too they've done well and now with the NHS Regulators out of their hair I expect even better returns at the very least they only need to worry about Innovation from other companies not punishment from the feds the bottom line we don't want our government to prosecute these Mega cap companies unfairly and we don't want the government to bail them out either we just want these amazing businesses to compete for our affection and our dollars which is exactly what they do every day 247 you know what it's a remarkable thing Jake and New York Jake what's up how are you I'm just celebrating how great the mag s are tonight and the government's going to get off their back how are you doing I'm okay I'm hanging in there man but I'm wondering about a stock and I think you're the man to tell me about it I'd be the man so two days ago um sintas dropped like 10% I didn't see any news maybe you know a little bit more about it but I mean I know everyone's a little scared about like the healthc care segment and everyone's very excited about the small business segment so what do you think I think I think you buy I was going to put this in the bullpen for the charal trust I was actually thinking about putting this in I been talking to Jeff about it I think this is one of the Jeff Jeff marks I think it's one of the greatest stocks of all time and they have just a huge pasti if not Mosaic of great of great customers by cintos I disagree with the sellers let's go to Jill in my home state of New Jersey Jill hi Jim I bought Royal Caribbean back during Co it looks genius uh gained over 200% since then and I'm wondering now if it's a buy a hold or a sell it's a whole world cariban the other day I was speaking to Jeff to Jeff Maron and Ben stto I said look I don't like the fact that every day another analyst comes up and raises price Target so let's just say no more buying of it right now I like bking more than I like Royal Caribbean right here we can't keep buying up and up and up on the same set of earnings look I don't want the government to punish our fantastic companies that you I love I just want to allow them to compete for our money and our affection which is what they do every single day now there's more power ahead for a utility player called SRA I'm talking to the CEO about the energy landscape I like the nonvolatility aspect of his stock then the latest earnings report from offprice we always barging outl across the tape yesterday I'm breaking down the quarter to seeing if it can compete with the bigger players in the space plus is a Santa Claus rally really coming to town I'm going off the charts on the latest moves in the vix and the S&P 500 and what they mean for the market and I am I'm glad that T emoji is finally down
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