저자: JimCramer · 외국인
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결론: 크레이머는 AMC 주가가 30달러를 받칠 정당성이 없다고 보며, 공매도 세력과의 싸움 속에서 개미 투자자에게 차익 실현을 권한다. 핵심 주장: AMC는 이미 6월 고점 대비 약 50% 하락했으며, 주가 30달러는 근거 없는 가격이라고 평가했다. 이 과정에서 그는 AMC 주식을 보유한 투자자에게 일부 매도해 수익을 확보하거나, 하락에 대비해 풋옵션을 매수하라고 조언했다. 또한 AMC가 주식을 추가 발행해 채권을 할인 매입하던 전략을 아담 애런 CEO가 중단한 것에 아쉬움을 표했다. 게임스톱 관련: 라이언 코헨이 넷플릭스 수준의 거래를 성사시키지 않으면 게임스톱도 기다릴수록 가치가 떨어진다고 봤다. 비트코인 관련 언급: 60,000달러까지 올랐다가 30,000달러로 떨어졌을 때 판 사람들이 크게 수익을 봤다는 식의 과거 사례를 들어 익절을 강조했다. 개미 투자자와의 갈등: 과거 자신의 방송이 논란이 되자 그는 개미 투자자들에게 공격적으로 반응했고, 자신이 나이 들었다는 이유로 무시당하는 것에 불만을 드러냈다. 출연자 전망: 같은 채널의 호스트는 크레이머의 입장이 시기마다 바뀐다고 지적하며 그의 일관성을 의심했다. 또한 공매도 세력이 더 이상 매도 가능한 주식이 없음을 알고 7월 30일 풋옵션에 베팅하고 있다고 분석했다. 리스크: 공매도 세력과 개미 간의 대치가 계속되면 변동성이 커질 수 있으며, 주가 방향을 단정하기 어렵다.
다듬은 글
people hate me apes me gave money to the apes that fun uh and they should listen to what i have to say uh adam aaron is a genius okay but he stopped selling stock and i didn't like that because as long as they sold stock they could then buy back bonds at a discount and it was creative uh they are playing offense the stock's not worth 30.
i mean we know that it's stocks worth substantially less but the company's going to survive i think and that's what i want there was someone very critical of me saying why you're telling people to buy amc that's completely not true i don't want the jobs to be lost i want adam aaron to play offense but it's obviously not worth 30.
no one can come up with any justification that i've heard for that uh gamestop is only worth this price if uh ryan cohen gets a deal like netflix and he didn't i don't know what what they're doing the longer they wait the less it's worth them now in terms of people hating me and running my old video with iron task where i then subsequently did say listen this is not what i did and help the neurostock machine screwed out the bad guys and and then they point up whatever mistakes i made whether it be coinbase whatever coinbase was trying to get people not to pay 400.
i don't want to just specifically their charges i want to address this i resent being told because i'm older that i can't play with these people i get it earlier than i they do i get up i go to bed later than they do i work two to three times harder than they do and i do not intend to be bullied by them and if they try to bully me i will just up the ante on their pump and dump antics until gary gensler says i've had enough i want them one i want their heads and it will not be my head i want their heads and i want their lawyers i want them down here so they may think that because i'm older i can't play the game of their nonsense but let me just tell you because i'm older i'm wiser and i will come for you if you keep harassing me and my children all right so but but uh if you are a share if you are a shareholder of amc it's down about 50 from its june high and the last time i last time i checked they didn't announce a two-for-one stock split so if you are a shareholder buy some put so you don't get hurt i mean or i just think take your profits i mean look amc it's remarkable as high as it did but it's obviously a short squeeze and now uh the because the shorts know that there's no more stock that's going to be sold so therefore they're they're i don't have to worry about a better capital picture they're really pressing their bet and the pressing bet in the july 30 puts it so if you put the stock at five ten i mean this is a great you know just because you look people sold are you look at bitcoin it went to 60 and people who sold it at 30 ended up the 30 000 did really really well um so i think you take your profit and you move on and congratulate yourself all right folks i'm not necessarily um agreeing with everything he said because you know as as you've been following me my channel and jim kramer you it's really hard to really know where he stands when it comes to amc you know today we'll say i'm following the apes hips you should hold you know x buy more you know it's going to the moon and then another day he will say it's going to five dollars it's going to ten dollars buy some puts because there's no way this is worth 30 of course there's no way this is worth 30 dollars because if you are approaching this and pricing it in a traditional way well you know it makes sense that it is not because we all know what's going on here and actually the fact that he's speaking like this gives me you know either he doesn't know what's actually going on here or which will surprise me um but he knows and he can speak to that because he's on tv well one thing i will agree with him though is guys i mean come on we should be smarter than that we we should know better than we know better than that not to go personal you know this is i mean going after his children and his family it's not worth it guys this is just a play okay it's gonna he's gonna pop you know he has nothing he has no influence on this whatsoever he can say whatever you want to say he's he's a tv guy he's a media guy so he i mean just don't don't get to that level guys it's not worth it we are here you know we need to stay focused and uh just do our part you know the the the settlers thing happening it just you know it's just bullcrap okay so just my my take on these are my two cents but again guys the show quiz is still to happen because the storyline hasn't changed as a matter of fact we have more millions of shares you know being used now to show the attack as a matter of fact while we're still down to 36 dollars here and people are still buying and holding so that being said guys i'm out
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