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'll be with to teach so call me at 1800 743 CNBC or tweet me at Jim Kramer after big wins stocks can be very vulnerable the bigger the win the greater the vulnerability and that's what we saw today which a tough session for the winners but not so for the losers yep on a day where the Dow dip nine points hasn't be at V .1% that's at game.
32% it's astonishing how the great stocks at this very moment mostly got pummeled while the subpar performers of the last year finally had their day in the sun it's uncanny how the former winners are feel just falling I mean like World Coran has been a real horse the cruise line has outshined all of its competitors rallying From Below 80 last October to $138 yesterday but today it was down five points when I looked it up all I saw was an unfortunate incident where 20- year old man jumped overboard on April 6th and a 66 year old man with dementia is missing off a Royal Caribbean Excursion in Mexico as sad as those incidents are they're the kind of headlines that are inevitable in the cruise line business I think people are just looking for an excuse to ring the register and what's become a very strong stock meanwhile among the biggest winners today are some major long-term losers Mna rally more than 6% uh this is $111 stock but that was $158 a year ago and it's plummeted from its Co High a 497 in August of 2021 but's got a vaccine that might work against head and neck cancer and anal pointed out today and that's great but it's still only very early testing not something I put my put my hopes on it's their day to do well though people can never resist Mna all the way down next loser how about Cramer alltime fave Nvidia down 18 points and at 1 Point down $40 in large part because of worries about competition specifically from Intel which put out a release today talking about a new chip the gy 3 they claim is vastly superior to nvidia's h100 Super Chips when I read the release first I gulped until I read the claims that Nel made about his processor they G 2 back in 2022 which also slagged Nvidia chip as a poor man's Intel and the gy 2 didn't make any waves at all I know that if I weren't pretty well versed with Nvidia I might have been tempted to sell back then in 2022 as the gy announcement made it sound like Intel would own the market that had been previously dominated by Nvidia because their chip was so much better the Intel release at the time said that galy 2 had quote twice the training through put of Nvidia a100 end quote but if you sold Nvidia that day how'd you do you would have gotten $75 for your stock 175 well now it's at $853 H glad I help now it's entirely possible the gy 3 is superior than the Nvidia h100 in some categories but the h100 is not what they'll be competing by that time that Intel super chip comes out Nvidia will be shipping the much faster much much faster Blackwell which was unveiled through recent GTC cs plus what maybe want to stick with Nvidia back then simple it's not just the chip it's the software it's the ecosystem it's the platform it's the leadership consider it like this let's say you have a running back that could run a 42 in the NFL combine but in the real game it might not cut it at all on the other hand a fully loaded Nvidia running back will have developers writing code for it a host of already hooked customers including the mega caps and the service it's nothing short of unbelievable you need the blocking and tackling Nvidia has and Intel does not that's why I think the gy 3 will uh be as slly used as a gy 2 and I'd rather buy Nvidia than sell it here even as I predicted that the stock would get crushed with a lot of selling in the wake of GTC the selling has been pronounced as the new stocks now sunk more than 100 points Now Stocks now sunk more than 100 points and just over two weekends two weeks and you know what if we get a red hot CPI tomorrow I think we'll see today's lows again so I'm not saying bye-bye bye Nvidia stock may have also suffered from the unveiling of a mildly competitive Google chip too but if you recall my interview with CEO Jensen Wong he said he welcome development of for and he would even help his customers develop them and that includes Google so I'm not not shaken or stirred but I understand Nvidia can still fall but you know I say own it don't trade it let's consider another one of today's losers turned Big Winners end phase here's a Solar Company it's just been hammered mercilessly down from $191 a year ago to 122 today no news just the usual dead cat bounce pushing up nearly 6% today then back to the winners turn losers how about Eli Lily down 20 bucks why the only news is is good news broke around for a new $2.5 billion plant in Frankfurt Germany to make Zep bound their glp-1 weight loss drug call me a buyer if the dust settles next let's look at another loser term winner for day FMC up 6% I took it you know I looked it up and I see one of the most horrendous shortfalls of the year at the beginning of February when FMC said its first quarter earnings at would saw would be 21 to 43 cents Wall Street was only looking for a buck a one man that is really a shortfall call a shortfall is actually puty lightly that's a longfall the stock was at 119 last year it's now at 64 a bottom Fisher is Delight but I'm not interested I'd rather go fishing for flounder same goes for lamb Weston which bounced more than 3% today don't get all excited this maker french fries plunged from 101 to 77 yesterday and in response to disappointing earnings last Thursday a rebound back to 80 isn't all that stupendous fish and chips how about two winners turn losers though Deckers and eaten down more than two and more than 3% respectively Deckers which you may know as Uggs or Hoka have been up 33% year to date as of last night's cloth while Eden the maker of so many important electrical devices in the data center is still up 30% for the year the only news I found about Deckers was incredibly positive read from the crucial Piper Sandler teen survey more than 6,000 people pulled and hoko was pretty much the star of the entire survey with a 280 Point basis point increase in M share versus last year ug was the number two fashion brand among upper income female teens as for Eden it's my travel trust favorite industrial because it's involved in the reindustrialization restoring of so many Industries and it dominates the non-tech part of the data center finally one more loser turn winner Cisco up almost 4% why because an analyst came out and said buy the stock cuz it's underperformed hm prosecution arrest so what's all this action about simple today I got the tough call from my CFO happy board orine that we have to pay more taxes than I thought I'm not alone especially because the government's taking surprisingly high this year what a terrific time to take some profits and winning stocks to pay for the stocks gains but if you own the losers you've got no taxes to pay so no tax related selling pressure to speak of versus these winners which have obviously drawn a big amount of selling now we can't say that the losers now will be later to win as Bob Dylan tells us I think that's wrong but the bottom line the stocks that pulled back today have everything going for them except that they've already run so much that they' become vulnerable and today's winners with the except Francisco I say three words sold to you Devon in New York devonya Mr Kramer respect to all you do rest of college and thank you for getting me ready for the real world Mr Kramer I you sound like you're very ready and fired up and I like that how can I help you yes sir so I just have a question about JPM and given the growth that they've seen in the past couple of months and with Jamie Diamond still strong at the helm will JP Morgan consider continue to see the exceptional growth or as Jamie Diamond expects will inflation and higher rat affect JP Morgan's growth negatively well I I have to tell you I think you said Devin you hit the that you really hit the nail in the head which is that Jamie may not want to tell as positive a story as we like he may be too conservative so let's let the earnings speak for themselves this company sells it 12 times earnings that's quite frankly ridiculous I think the numbers will be good I don't know if the stock react to it but if it does come down on good numbers then it's a buy today it was astonishing how the great stocks of the moment mostly got pummeled while the subpar performers finally had their day in the sun uh this won't last forever on may have Monday tonight has more than doubled over the last year and with the company continuing to dominate the makeup AIS I'm learning more about what has brought the company to this point with the CEO then looking for some small cap tech stocks that have potential I've identified a handful that I think could be worth watching and cyber security continues to be one of the most important themes in this market so I'm going straight to the stour the CEO of crowd strike
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