저자: JimCramer · 외국인
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Cramer는 투자자 신뢰(faith)가 중요하다고 강조하며 연준 파월 의장, 엔비디아 젠슨 황, 애플 팀 쿡을 신뢰해야 한다고 주장. 파월은 금리 인하를 하지 않아도 노동시장이 강해 여유가 있으며 실업률이 튀면 인하할 것이라 봄. 엔비디아는 빅테크의 자체칩 개발 우려에도 고객 관계와 공급 부족을 근거로 유지 입장. 애플은 Mac에 자체 AI칩 탑재 발표를 근거로 성장 회복을 기대. 맥도날드는 가격 인하가 필요하다고 제안하며 Meta는 AI 학습 데이터 강점과 낮은 멀티플을 근거로 더 오를 수 있다고 봄.
다듬은 글
n money welcome to CR America I'll do dedicate and teachers face faith is hard to come by on Wall Street we have a tendency to be jaded we think we're always being tricked or lied to or flat out Bamboozled so in a day where the D slipped just two points that's be gain. 74% and the NASDAQ ped 1.68% I want to explain what happens when we stop thinking that everyone's trying to bag us and start trusting the people who deserve it the ones who the ones who've earned our trust I think that's the key right now to making big money in the market and many people are missing it why don't we start first with the FED Chief Jal now here's a guy who doesn't get any credit for anything he is the Rodney Dangerfield of central Bankers he's constantly being second guest like he's clueless that's just plain moronic Pal's a pragmatic individual who doesn't surrender to politics or Orthodoxy he's the least promotional public figure in America today he had to deal with once in a lifetime pandemic which caused our elected leaders to spend money like crazy he accepted it he never bemoaned it when he realized that the pandemic was under control though he raised rates 11 times in order to Stamp Out inflation each time the economy snapped right back so he had to keep Tiding pal kept do it until he realized there could be negative consequences if he didn't stop that's right we're now in a situation where inflation is cooled cooled dramatically even if it's still too high and we also have an absurdly strong job market it's just too strong to justify cutting rates so it's time for pal to stand Pat and see what happens there's nothing wrong with that we have such low unemployment that he can afford to play for time what can I say he's created a very positive situation where business is good and many of the key inflation inputs will come down naturally on their own more than that later and if unemployment spikes well guess what he's ready to bail us out with rate Cuts what more could you ask for unfortunately pal hasn't earned the trust that I think he deserves part of that's because he allows a degree of free speech from his fellow fed officials that's ill advised sir they his own colleagues end up publicly but obliquely second guessing his every move even if that's not what they intend but that's how it seems because the media always magnifies their comments and jins up faux controversy to generate more exciting headlines fortunately Pal's got a thick skin but the skepticism makes for rough sledding it doesn't help that he the the latest seemingly overheated CPI reading was I felt misleading something his critics will seize on because they want pal replaced by someone more ideological it's an Unholy situation but you know what if you had faith in J pal and just ignored all the noise well you could have made a great deal of money couldn't you during this period isn't that what would have happened there are so many strategies you can't hold a candle to this man yet they plate as if he's a suboptimal Fed sheep if you listen to them you wouldn't you would you would have given up on the whole Market ages ago and much lower levels faith in pal he deserves it who else deserves our trust well how about how about Jensen Wong from Nvidia for the last 5 days we've had to hear about how major players like Amazon alphabet and meta are developing their own chips to decrease Reliance on Nvidia while Intel comes up with a competitive product the news let's put some quotes around that the news has crushed Nvidia stock creating a presumption that these key clients are moving to quickly distance themselves from the company and break Jensen Wong's strangle hold on the super gpus if only they could now think back to when I last interviewed Jensen I asked him directly about this competition multiple times because I knew it was coming each time he made several things very clear one these companies will remain great clients two right now he simply can't give them everything they want be purely because he can't produce enough chips to satisfied demand and three he's doing his best to help these clients develop these kinds of semiconductors he can't understand what's the big deal he comes in peace who's denen he's a Visionary who's delivered on every promise and created 2.3 trillion dollar Colossus along the way he's been doubted as if he were some sort of Alchemist a three card mining dealer now all I hear right now is that he's the man behind the AI bubble as though this is the dotcom period all over again 1999 maybe 2000 that kind of thinking has kept people from making Fortunes in the stock of Nvidia what the heck did Jensen and his team need to do to earn your trust how much value does he need to to bring out to create before people realize that doubting Invidia has in fact been a very poor decision he's not the con artist you know who's the con artist the Bears are oh and those claims that Intel's got the better chip how dare they finally there's Apple today we learned that Apple's going to refresh its whole Mac line of computers with its own AI chips this story flies in the face of the prevailing narrative which says Tim Cook and company have toally lost away stuck in a no- growth mode talk about a non-promotional guy that's what Tim Cook is I've come back and argued that you need to have faith because this team will come up with something great that's what they do for a living that will allow the growth to come back I told you that because Apple that's what they do of course the M Apple Bears will come out tomorrow and just say oh it's just the Mac which is not enough to move the needle my R poost if they can put these AI chips in the Mac then they can do it to the iPhone more important if something else needs to be done done to ignite growth well guess what I think it's time to have faith that Tim Cook will come up with it so far my analysis of all three people has been correct over the Long Haul otherwise apple and Nvidia and in the case of J palal the entire stock market would be much lower yep I have faith that J palal will fly the plane wherever it has to go he's done it before he'll do it again with the only real turbulence coming from the condoning of absurd interest rate predictions from his colleagues they should just say no comment when asked after giving how wrong they are I have faith that Jensen Wang and Company won't be crushed by their own clients the state Invidia will help those clients deal with the shortage of Jensen's own supercomputer chips by coming up with less powerful chips that are still compatible with invidious product line I have faith that Tim Cook will come up with a growth strategy for apple one based on technology that we love we love because there are millions literally millions of smart people who write apps for any kind of apple Hardware growth will return if my positive track record on JP palal or my own it trade a philosopy on Apple and Nvidia I've Lost You fortunes you can knock me all you want if my faith has been punished well you're free to change the channel turn me off watch Netflix I don't care but right now I think I'm money good with these calls and the critics I say to them show me the money bottom line don't scoff when I tell you to have faith in these people who've made us all fortunes it's the Skeptics who've been wrong the Skeptics year after year after darn year if even if you don't want to have faith in Jensen Wong or Tim Cook I think they at least deserve more trust in the Bears purely on the basis of the track recers oh and the Bears they sh you know what they do they show you the honey you know what I do I show you the money last I looked the banks only take the ladder let's go to Joe and Illinois Joe uh Jim bouya rsr G intuitive surgical they're smart fellas I had the one a couple times all they do is raise numbers that's what they do I thought they were in the rais numbers business but it turns out what they are in is in a hospital business and they are crushing it they have the best machines there are sorry I like G healthcare too though that's my travel trust I that let's go to Michael in Indiana Michael hey Jim a friendly uh hello from the friendly hoer State home of Eli Lily there you go you know I like Lily I think it goes much higher I'm looking at Eli L be the next trillion dollar stock what's happening hey I want to uh let you know that I just joined your investing Club two weeks ago oh fantastic and you know for what you're offering for less than a dollar a day it's a steal oh thank you man thank thank thank you thank you m that's that's terrific thank you Michael what's going on hey I want to talk to you about this well-known stock that was just recently around 195 but it's recently taken a beating it's Ford PE dividend yield and net margin are all vastly Superior to one of your favorites Chipotle what are your thoughts on McDonald's okay McDonald's raised the price too much that's one of the things I saw in the CPI number yesterday I didn't like I think that McDonald's has contributed to that they have to pull back prices nobody in this business ever wants to at lower prices this is time for a what we call a Philip Morris moment for McDonald happened to do something they did in the 80s where they lowered prices wiped out all the competition McDonald should come out tomorrow with a $2 Happy Meal has everything in it they crush the competition and we'd all go to McDonald's so they ought to take that position I'm right they have to do it Bill massett Bill Bo yeah Jimbo yo man what's going on how are you today today just a of my day probably one of the better ones I've had in the last three you know what Jim you've affected my tra trading so much now I enjoy when the market goes down because I know I'm going to get a bargain on these incredible you're a sist you're a s well but I share that s i i Shar that view let's make money together I used to panic I used to panic every time like I sell everything sell sell sell now I stay with everything you that thank you okay my question is on on meta I call them the three horsemans meta Google and Amazon they have more data on Americans than any companies in the world and I think that in this AI training I think these three companies could be big I love all three of them but I'd love to see what you think about met and where it's going at this point look I'm a Zuckerberg believer I I what hey when when it wasn't cool when it wasn't cool I was a zukerberg Believer and but I have to tell you I think meta can go much higher because the multiple is not that high and I think Instagram still in early and if uh the government ever moved against Tik Tok you'd be paying 700 for uh meta but the government is as effective against Tik Tok as it is in every every other aspect that I see right look you have to have some faith in the people who made us fortunes they at least deserve more trust than the Bears right based purly off their track records oh man bu tonight there's a lot of players in the artificial intelligence base because uh be besides Nvidia you know how about Marvel Tech which hosted a special AI event right here in New York City today and I'm getting L from C then the alcohol industry may be under pressure from a host of secular challenges but you wouldn't know that by looking at that quarter from constellation Brands would you I'm digging into that club name with the CEO and you might know it as a pandemic darling but doc sign has a lot more going for it than that I'm hearing more about the company's new era and Outlook with the CEOs and you don't want to miss it
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