원문 보기
more than some of the other guys. But this rotation put common stock up for sale. Today they fell by more than two dollars. At one point, they were trading at $102, while the price was $100. CEO Brian Nickel worked hard to get things back on track, but the stock rarely broke through. Hey, speaking of coffee, for those of you who are junior growth enthusiasts, how about this?
Dutch Bros shares fell 5.6% today. Those who want to take a risk can start a position. And I say, "I am, I am," I'm ready for this. Constellation Brands STC. I know there was a negative Hurt of the Street article about spirits, but it looked pretty negative, but Constellation's quarterly report, reported last week, was one of the first to hint at a bottom, especially in beer.
I think it was enough here to say that we have bottomed out in profits, but this historical thin trader is down almost $7 today, $130 and the rest. I think this is a good buy. I remember when it was twice as much, especially considering the fact that stocks are currently yielding 3% , and no, I'm not worried that World Cup sales will drop because of Mexico losing the World Cup.
By the way, this defeat is now in the stocks today. Finally, a whole bunch of retailers were affected by the rotation. I don't want to risk profits by extrapolating someone else's worldview to my own stock picks. But if you think the consumer is weaker, that means the consumer may be in exchange mode.
Exchange means TJ Maxx. The stock fell right at the opening. Fell below $150 before rebounding. Finished the session near you for almost three dollars. 151. I can't imagine a better place to buy these high-quality stocks. A decrease of 20 points from the maximum. This happens very rarely. Remember that there are two components in TGX.
Price cuts and the amount of excess inventory they can take from struggling retailers for pennies on the dollar. When the last cop said there was a bunch of extra supplies lying around. This is exactly what we want. This is a key campaign of the charity fund. All you have to do is join my club, the CBC Investment Club, to learn more.
I would like you to do this. Here's the point. If you can see through the rotation and understand what the theme might be, you can identify some incredibly profitable stocks. I'm talking about J&J, Pepsco, Starbucks, even Constellation Brands, and yes, TJX. They all took it seriously today. I think this is a great place to buy because they are all collateral damage from this indiscriminate rotation of sector sales.
Don't miss a second of MadMoney. Follow Jim Cramer on X. Have questions? Tweet Kramer #madmentions. Email Jim at [email protected] or call us at 1800743 CNNBC. Did you miss something? Visit madmoney.cnbc. This week, cnbc.com mentioned many questions regarding this AI trading. Is this sustainable? Is this profit fixing?
What did you make of it? Is this healthy? Yes, I mean, ultimately, any focus on valuation and fundamentals is good for the market. This is certainly good for active managers who focus on these things. So it's not just about identifying trends and impulse buying. And I think what happens is when you have a reset or a rotation, it can lead to a more sustainable market growth rather than the boom and bust stock market that we sometimes see.
What about you, Cable? I mean, you're saying we're in the heyday of AI, not the gloom. What phase of prosperity do you think we are in ? Sam, thank you for inviting me. Please. Um, listen, the way we think about it, if AI was a World Cup game, we'd just hit the first hydration break. One of many, one of many.
The last four years since Chad GPD launched have been extremely exciting, with lots of innovation but also a bit of anxiety. But we believe that if we look at historical trends and how AI is evolving compared to the Internet, at Shakti we have just completed the early phase, and the best is yet to come.
And we think that if you look at the broader perspective and the era of AI and society, AI will be mostly about gloom, not about gloom and doom. And the fundamental reason for this, in our opinion, is that AI is reimagining society in one very fundamental way. He leads us to a modern revival. What it will do to humanity is it will free us all from this notion of specialized assembly line labor, which actually started about 100 years ago with Henry Ford and the idea of the assembly line in manufacturing.
But if we go back to the history of civilization, for most of our time on planet Earth we were universalists. If you look at the Renaissance, the same person could be a sculptor, an artist, and a painter. So I think AI will free up all 7 billion of us so we can be generalists, where AI will do the specialization and we humans will be left to our natural abilities, and everyone will become an entrepreneur instead of being an employee.
I think that in the long run, this will lead to AI helping to reduce inequality, not increase it. Well, we certainly hope we can take advantage of this, like advertisers took advantage of those water breaks during the World Cup. It was very good for them. Man, but getting back to you and the markets here, uh, in terms of what Cable was offering there.
I mean, you think we're entering another phase of AI now, where, uh, this is momentum and the fundamental principles of AI. Uh, what do you think about where we are in terms of fundamentals and valuations starting to matter more, uh, than, say, momentum? Yes, I definitely agree. Artificial intelligence is a transformative technology, but I think ultimately it comes down to starting to focus on the fundamentals of AI.
This is a wonderful story. A lot of people got carried away by this story, but I think you need to start focusing on things like revenue growth as well as cash flow conversion. So are these companies making money? Also considering things like volume and pricing. I think you have a lot of constraints in the supply chain, but as we know, they usually resolve over time.
The semiconductor market is facing another deep panic. New artificial intelligence models emerging from China have suddenly triggered a global sell-off in chip stocks. This brings us back to questions that investors thought they had already figured out: what happens if powerful AM models become systematically cheaper to build and operate.
Will this reduce the need for expensive GPUs? Is this a threat to Nvidia? And more importantly, could the hundreds of billions of dollars invested in AI infrastructure eventually turn into huge excess capacity? These findings are now being echoed in the market. But I think investors need to be extremely careful before jumping to conclusions because we've seen this movie before.
When Deep Seek first came to market, investors immediately assumed that more efficient AI models would mean less demand for computing infrastructure. Nvidia shares fell sharply . Negotiations about success came under pressure as suddenly everyone began to doubt the need for a massive expansion of AI infrastructure.
But what happened next was extremely important . AI users continue to expand, and demand for computing power has remained high. GPU availability remained low, and hyperscalers continue to invest heavily in infrastructure. The lesson from this episode was simple. Cheaper intelligence does not necessarily mean less competitive demand.
In fact, it could mean more, and now the market is once again forced to confront these questions. This time, the catalyst was another cutting-edge Chinese AI model that appears to be delivering impressive performance, potentially operating at a much lower cost than some investors had expected . Of course, the first reason was fear.
If China can efficiently build increasingly powerful models, does that undermine the economics of companies like Open AI and Anthropic? If leading AI companies face more competition, will that ultimately reduce their appetite for NVIDIA reviews? These are reasonable questions. But there are other ways to interpret what is happening.
This could actually accelerate the AI arms race. Think about competitive dynamics . If open artificial intelligence (AI) develops more powerful models, anthropogenic technology must respond. And if anthropogenic technology improves its technology, then Google has to react. If Google improves Gemini, computers should respond.
And if Chinese companies suddenly release increasingly powerful open-source models, then American AI companies will have even more incentives to invest aggressively. Nobody wants to be left behind. And in order to remain competitive , you need computing power. This is why I think focusing on the value of individual AI models can be misleading.
The main thing is not just how much it costs to train one model. This is the total size of the AI economy. The use of AI is expanding at an extraordinary pace.
Comments 0