저자: JimCramer/영상화자는스윙트레이더Jeff · 외국인
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결론: 영상은 Jim Cramer가 AMC·GME 지지 입장으로 돌아섰다고 해석하며, 그의 발언 변화를 비판하는 내용이다. 영상 제작자는 Cramer가 Adam Aaron(AMC CEO)과 출연한 방송 이후 입장을 바꾼 것으로 보고, 해당 방송과 이후 칼럼을 근거로 든다. Cramer 주장: AMC는 주식을 발행해 비싼 채권을 되사야 하고, GME는 Ryan Cohen이 회사를 재편할 자금 10억 달러가 필요하다고 주장한다. 두 회사 모두 현금 확보가 핵심이라는 논리다. Cramer는 Wall Street Bets 커뮤니티의 공격을 받고 있다고 말하며, 주가가 더 오르기를 원한다고 밝힌다. 다만 헤지펀드 파괴가 목적이 아니라는 입장이다. 영상 제작자는 Cramer의 과거 발언(Bear Stearns 관련, 과거 영상 링크 언급)을 들어 그의 일관성을 비판한다. 제작자는 2008년 주택시장 붕괴 당시 DRV 주가 급등락 사례를 언급하며, 주가 1만 달러 가능성에 대해 '이론적으로 가능'하다고만 말하고 본인은 회의적이라고 밝힌다. 언급 종목: AMC(매수 선호 기조, 주식 발행을 통한 부채 상환 지지), GME(매수 선호, Ryan Cohen 자금 조달 지지), DRV(과거 사례, 예측 아님). 출연자 전망: Cramer는 AMC·GME 주가가 더 오르기를 원한다고 말했으나 구체적 목표가·기간은 제시하지 않았다. 영상 제작자는 전망을 제시하지 않고 Cramer 발언의 일관성을 평가한다. 리스크: 주식 발행은 희석 위험이 있으며, 영상 내에서 이에 대한 언급은 없다. 출연자 소속: Cramer는 CNBC 진행자(설명란 미상, 추정).
다듬은 글
hey what's going on guys and gals jeff here stock swinger hey i wanted to pop in i found something very interesting today a little bit of amc news but our buddy jim cramer um over here this was today this is from the street uh 10 hours ago i think this was this morning i'll play this in a second but i think this started where he's kind of switching sides here um this was on the first when he was on with adam aaron jim cramer adam aaron is about to rescue amc entertainment yet again but i remember this guy since uh we all know what he's about but i for whatever reason i always have to to see what he's saying about things he drives me so nuts and he's so two-sided and with the hedges he was a hedgy i mean it's just unbelievable but this is when i think you kind of turn the corner here why i don't know something's very suspect though and the reason being is this video here i'm going to play it in a second it looks like he's reading off some paper here it's just really weird but again this article here was posted right after he was on with amc ceo adam aaron okay so yeah there's that but over here this was posted today but just take a listen to this it's only a couple minutes long you guys your real money um column this morning focused on braveheart amc and gme which is definitely three interesting topics that you wouldn't necessarily think coincide together but the interesting question that came to me from it jim that i really want to focus on today is how can a company's stock be hostage to its own shareholders to do the job that the company can't what did you mean by that well i mean i think that the wall street uh bets people have taken a very aggressive posture against anyone who is in favor of these companies that knows they need cash to be able to do what they want i mean there's they're so uh seemingly attuned to uh who owns the stock and why they should not sell that they're missing the entire point which is that what you want in this case of amc is the money to be able to buy back debt uh and what you want in the case of gme is the money for uh for ryan cohen to be able to do what he'd like without hurting the the the company not the stock but the company uh but the wall street bets people are vicious oh they'll come after me with everything they'll come after me about bear stearns and whether i really wanted people to buy it all i really wanted people to do was keep their money in if they owned uh if they had money at the account that they would not be wiped out uh that friday i suggested people short bear stearns no one seems to remember that um and when it comes to there was a bad video i did where i was be uh presupposing what you could do what people do at hedge funds and that was with uh a guy by the name of aaron task uh and they'll print those a million times just continue to run it uh because their goal of a lot of people there is to make it so i shut up but i i'm not gonna shut up about trying to save these two companies they're vital uh adam aaron is a genius he's doing the right thing by offering stock that way he can buy back bonds that are very expensive and uh then i mean frank del rio has to do the same thing for uh for norwegian cruz and then we've got the situation at gme where i want ryan cohen to have a billion dollars to be able to reinvent the company i think it's brilliant uh so i'm very pro the stocks i want them higher and the methods that these two companies are using uh if you believe in ryan cohen you got to be in favor of this if you believe in adam aaron and amc you got to be in favor of this and i i am not going to be intimidated uh by people who don't understand that i'm with them uh maybe they are uh maybe they're not in favor of higher stocks maybe they just want to destroy hedge funds i i'm in favor of higher stocks uh i don't want to destroy hedge funds i want to make it so that more people have money so when you have common ground and they still attack you there's nothing i can do i just want to make the stocks go higher not make i mean i just think they should go wild i don't know what to make to think of it i know it's one guy i know a lot of people listen to this guy you know most of us that are on the you know reddit boards and all that good stuff but my lord why is he changing his uh his old spiel here anyway i'm gonna link this video in here the other video i think he's referring to is this old gem here i'm gonna put a link in there i'm not gonna bore you with playing seven minutes of this i'm gonna fire it in the link below or uh in the video comments but this i don't think he he meant for anybody to hear this this was a long time ago but this is pretty funny just shows his true colors what this guy really is you know um so i'll put that one in there that one in there and then uh this one i'll fire that in there too in case you guys did miss that but that came out the day that he was with uh adam aaron um thanks you guys i just wanted to pop on one other thing that uh i ran across here was this one this is very interesting this was back in the housing crash in 08 but this is that stock drv um i don't know if a lot of people heard about this one a lot of that was uh the volkswagen squeeze was on there but this is maddening here but here it is is 10k really possible of course well sure it is do i think it's gonna have 10k i don't know i don't think so i hope right in 2008 housing crash drv went from 200 to 30 grand in two weeks it held 20k value for value for multiple weeks 10k can be the floor if we decide it sure we know that that was pretty crazy so anyway you guys i'm gonna put those links in there thanks again for uh we're over where 100 yesterday 122 now i still have yesterday's swing plays i didn't get any new swings today so i'll probably do a video tomorrow about that and then a couple more uh interesting videos that i got up here the anatomy of a short uh attack was very very good and then this one here too does the internet lie a lot of good due diligence in there that i found if you guys want to give those a read but thanks guys if you can subscribe that would be great if you can leave a like that would help me out too this has been fun like i told you guys uh more swing plays coming up we did hit some earlier ones in the previous videos from the i think i have one week's worth or eight or nine days total up there but thanks guys hope you guys uh enjoyed the video and give it a like if you can thanks good night
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