저자: JimCramer · 외국인
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프로스(froth, 과열)가 꺼져야 건강한 랠리가 가능하다는 주장. 퀀텀컴퓨팅 테마는 마이크로소프트 회의론 기사(WSJ)로 급락, 원자력 유틸리티(Vistra, Constellation)도 하락 중. 엔비디아는 실적 전 기대치를 낮추되 보유 권고. 과열 소형 모멘텀주(팔란티어 유사주 등)에 경계 촉구. 페덱스는 하락 후 매수 기회로 언급.
다듬은 글
er other wa as entertain but to put us all in context to educate so call me at800 743 CC tweet me Jim ker the fact stocks they need to go down before nonfat stocks can Triumph that's what's happening it's just a fact of life in this business after last week's meltdown and all things fattish it's a rare positive and a see a negativity that this thing is running its course and that's what I'm thinking when the D in up 33 points S&P shed .5% but the NASDAQ tumbled 1.21% turning negative for the year now I want to make clear by the way that the decline came at the end of the day I don't know what caused it but it was pronounced it was nasty now no wants anybody to lose money including me but there's a thing called froth and we got to talk about it as froth is the enemy of prudence smart investing requires a degree of prudence something that's highly incompatible with froth we've had froth balore not a lot of prence running into this hideous Market that we got last Thursday and Friday and the end of the day now the froth has fallen fly I mean if we were ordering a cappuccino at Starbucks after waiting for four minutes up bad we'd return it no froth the answer it's been tamped down by people who want something else with a little more staying power that's why the drug stocks have been going up but let's speak to the froest of froth Quantum Computing yeah it is pretty funny when you think about it we know that before Microsoft started talking about Quantum Computing and being all jazzed and bulled up about it there was this Fringe quality to the entire theme then Microsoft went all in about Quantum Computing based on an all new source of matter made it sound like quantum's around the corner I think it'd be more authoritative than Microsoft telling a hot story about Quantum until Friday evening when we saw a piece in the Wall Street Journal entitled quote physicist question Microsoft's Quantum claim end quote whoa scary it was a total takedown of Microsoft's Quantum Computing pitch I'm it was a vicious beating here's the snippet quote this is where you cross over from the realm of science to advertising end quote said J Sal a theoretical condensed matter physicist at the University of Maryland this professor with a terrific title I mean come on theoretical condensed matter I mean like I know condensed milk I don't know condensed matter talked about a guy who knows the stuff he even worked for Microsoft on some odd jobs maybe got a like an expert who's willing to cross a pretty darn big employer with some truth that sent down all the quantum Computing stocks riger one fro nothing can we please stick a knife in Quantum already or how about the Walling the nuclear power utilities like vist and Constellation Energy these stocks are on a roller coaster and right now they're on the downside they they trade like they weren't even wearing their seat belts when when you were going down which is what you know what happens you fly up and then you land on your head Microsoft had a hand in the froth here too except this time at least it was negative see these momentum utility stocks all data center Place won't be as important if Microsoft is actually cutting Capital expenditures and data centers which is also what we heard on Friday uh why the heck do we need to bid up the stocks of tangential utilities when maybe we don't even need to worry about the regular utilities maybe they got enough power of course we don't need constellation or vist we really don't need the if we don't want them you know we'll tell you what we really don't need we don't need the nuclear fishing through OKO a total fan favorite that's one of the most speculative stocks out there hence why it's been such a it's frightening when you own a stock because of quantum Computing prospects and then those hopes are dashed by an authoritative expert it's terrifying when you own a nuclear power derivative and a big nuclear believer says it might not need that much oil that much energy either that or it isn't going to order a lot of chips from Nvidia which reports Wednesday I'm trying to prep you of course this whole alleged slowdown in the data center occurs right in front of nidia's earnings here's a terrific company with a stock that's just absolutely wilted I mean unbelievable now it has Nvidia been a part of the froth let's just say that it won't be if it keeps delivering the way it used to but it will be if it gets up the ghost this one's starting to feel like the Kansas City Chiefs Hey listen three weeks ago we thought they were great going into the big game we know that the Chiefs weren't for gazes they've won a lot of games it's just that maybe they're up against some such a staggeringly powerful team of players like the eagles that it doesn't even matter what they do or say less frothy than usual but still frothy nonetheless that's how Nvidia feels to me like the Chiefs I still say own it don't trade it but don't have any expectations of this particular quarter oh then there's paler this stock is more or less managed by Alex Corp the CEO he makes sure there's excitement and Pizzazz around what the company does he' walk a mile for a camera this guy he tells you to ignore the slowdown in Europe or blame it on the pathetic continent he's on the most highlevel book tour in history I hope he's like Elon Musk can do business while he's on the road I'm sure if I ask him he'll say he's working harder in the time between book interviews and that anyone who's worried about him is there for a big fat idiot but paler stock is getting clobbered because it just had a parabolic move and right now this state analytics company needs a huge noisy client win carne's fellow promoter Elon Musk to hire pal to reform the Pentagon this stock rallied 125 at its highest list speak it's now 90 and change is this in all the king's horses stock no not at all it's just it's some something needs to happen good aound here some big contract some big win not just a book tour anything that can reset the narrative because the potty Mouse CEO is saying that that he's all about lethality and ontology hey my name I'm The leth lethality King I know that many young people are pro froth they bit up these momentum stocks in the morning gunning them to get them notice when you see them running at say 7:30 8:00 a.m.
you look them up and they always sound so great you know what you can literally make them up so let's do that can you imagine like there's how about this one I'll create this one Eva that's an electric engine company that designed to coordinate with nvidia's blackw platform to be able to navigate The Streets of San Frisco in Los Angeles oh there the space why which launches satellites in order to send fire hospital and cop shows to you if you cut the court and then there's palor a company that makes artificially intelligent Pilates they can find waste in the Pentagon once the Pilates are brought into the Pentagon by curly haired foul mouth uh panto people and finally there's my favorite CL dog which is a company that has found a way to combine fusion with fion to create brand new state of matter while combating electric fiction if you are looking up the symbols of any of these then I think you may be what what I think paler calls people that don't know what they're doing now I know there are real people who work at retti or dve or Quantum Corp they they they probably they go to work they they talk with about qubits and developing Quantum materials that have never been ever seen before I'm sure that if you hire paler like hiring Spartans and your company's opponents are going to die in Hell very compelling stuff but it doesn't tell you much about the earnings power which is what I care about now froth is hard to kill if you talk about Quantum you're actually trying to hurt Nvidia and who doesn't want to try that these days but the fact is until the froth is slain it hasn't been as people are still abusing these until it's sling and its ingredients including everything it's still bathing in the glow of the now ctail Data Center business we can't find terap Firma so here's the bottom line once these Floy momentum stocks come in enough then we will finally be in a much more straightforward world a world where what tends to rally is not theism but the steak Barry in Florida Barry hey Jim uh Barry here um first of all let me say I spend more time with you than most other people an hour in the morning than TW than 10 minutes an hour later 10 minutes with you let's keep that between us bar let's keep that between us we will not put that over the Virgina can we cut that out because Barry and I are spend too much time together go ahead bar yeah evit that one yeah so I have a question many of us are confused about a lot of stock uh FedEx is the one I'd like to ask you about this evening okay so FedEx um there were a lot of rumors that that Amazon's going to do more uh in the in the kind of the trucking business FedEx does now let me just tell you something FedEx doesn't do anything with Amazon all right FedEx stock is down very big it's a 253 I'm calling it an opportunity I think Raj Superion is doing a terrific job and I think that you know what is the downside here I mean it at the absolute low it was a 239 is a 253 Why Not Bar Bar listen to me I got I got to I'm going to go for a beer with bar after okay not a not a model I'm enough with that um I think that this is where you start a position right now maybe you wait for the alleged shortfall in Nvidia I mean is there any like you walk outside right now it's like hey Jim how about that shortfall n video I said it hasn't even happen yet okay anyway froth is hard to kill but until we do the rally is going to be all all Sizzle and no steak home M3 Celsius got a big boost on earnings and it's billion dollar acquisition announcement I've got the CEO to see if the stock can stay energized for the long term then I'm diing into some of the last week's biggest pullbacks and telling you what I'm watching Fresh Off the latest sellup and later can IO plow ahead after this month's Mi report I'm getting a closer look with it top PR so stay with at
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