저자: JimCramer · 외국인
요약 보기
ASML 실적 실망으로 반도체주가 급락했으나, 이는 과도한 공포라고 주장. AI 칩 수요는 견조하며 Nvidia는 보유 추천. 원전 계약 등 전력 수요 확대와 AI 혁명 지속을 근거로 제시. 부정적 전망 무시 및 Nvidia 'own it, don't trade' 강조. 버크셔 B주는 보유, Snowflake는 적자·밸류 부담으로 우려 공감.
다듬은 글
ake 's not just entertained but to explain what the heck is going on so call me 1 1800 743 CBC please Jim Kramer did you ever wonder why more people haven't become millionaires from owning stocks I'm sure you have and I'm going to tell you why asml Holdings that's why I know that on another great day where the D jump 338 points SB gain Point 47% and nage 28% you're probably wondering what the heck is Kramer talking about with asml in fact what the heck is asml that keeping people from making big money in the market was that was that what it does for a living no no I don't mean to insult the 42,000 people who work at this incredibly good Dutch semiconductor equipment maker asml at the Forefront of what's known as affordable shrink meaning and I quote from their annual the ability to make smaller more energy efficient transistors at the right price smaller transistors translate directly into better more powerful less heated chips very important technology which is why asml gave when it gave a horrendous forecast yesterday something it did actually by mistake they weren't supposed they got the date wrong for the release lots of investors figured that it must be game over for the semiconductor stocks themselves as asml stock has plummeted from $872 to $683 over the last two days it was natural to assume that such a huge tall must be the result of the weakness across the board from all of its clients while asml is relatively unknown versus the American Semiconductor equipment compies Applied Materials K lamb resarch that just made it even more mysterious and thus inscrutably terrifying I give you the elongated introduction because once this company spoke somewhat incoherently I might add the world caved in for the semis this just happened yesterday it got obliterated every one of the chip stocks including the ones involved with artificial intelligence was crushed doesn't matter that asml said they're still getting tons of orders from companies that make AI related ships it was the one bright spot they had no one believed anything was any good here because the guidance was so horrible and you know what we say the guidance is what the guidance no matter the instant reaction a plethora of stories about how to play the end of the semiconductor bullmore that's right the end because it was dying there were many money managers and writers falling all over each other at just at the close of yesterday at the closing bell to write the definitive obituary for this group even as it's less of a group then more of like a parliament of owls that somehow been combined with a pride of lions two very different beasts as I watched and listened I said to myself this terrible Miss by some abstruse Dutch outfit is going to make people to miss out on what could be the next leg of a powerful semi- inductor rally fueled by the wall of worry and skepticism that's being built right in my face in short asml and negative one off stuff just like it are the reasons why I have to say Nvidia own it don't trade it all the time I say it because people cannot withstand the fusel lot of negativity like we had yesterday coming from commentators who really don't know anything about Nvidia except that you're supposed to panic you're supposed to sell and even if it's down five you've got to leave because that means the Rally's over and it's time to call a day last night I told you this was the height of idiocy but nobody cares that I say that and I guess that's because I've been saying it since Nidia was at $2 and now it's at 135 no credibility for me because I'm not trying to scare you sure enough today in video right back up this time without all the timid summer soldiers and sunshine Patriots thank you Thomas Payne who got blown out yesterday only those who stuck to their guns or simply ignored the asml news maybe out of genuine ignorance managed to hang on what was happening to exact moment that people were squeezing into the exit because of asml Nvidia CEO Jensen w a m of Boundless Energy was giving a speech at the Lenovo Tech World Conference how did we miss that one where he said that quote Nvidia would like to achieve essentially superhuman prod productivity end quote he toally inth Crow quote this is going to be the largest of industrial revolutions we've ever seen and we're seeing in the last 12 months or so just an extraordinary Awakening in every single industry every single company every single country end quote so on the one hand we have the punch drunk asml and its cornerman shouting get out now throw the towel even as asml said AI chips are doing great and on the other hand we have the redoutable Jensen Wong the man who almost single-handedly kickstarted the AI Revolution telling you how the world is being reinvented Jens is not sitting there trying to figure out how to dump his stock in fact he probably isn't thinking about the stock at all in fact he told me he he never thinks about it he's just hoping that the company that manufactures his chips Taiwan semi can get enough machines from yes asml in order to scale up production asml is the only outfit that supplies the key machines to make these highly Advanced chips that are really in short supply you need that equipment to make chips with tremendous speed because as Jensen says quote speed is sustainability speed is performance speed is Energy Efficiency and quote I don't think the Need for Speed is going away in fact it's only going to increase especially when tech companies and utilities are furiously trying to put up nuclear power plants to meet the energy demands of Nvidia chips you see the utility index was the leader today now there's one issue with nuclear power by the way these plants won't be ready for six or seven years hm they better hurry up because everyone else has concluded the huge asml shortfall from yesterday means the entire semiconductor industry is dying or it is dead already yep when you see Amazon announcing a nuclear deal today do you just think oh what a bunch of bozos they are don't they know that asml is telling you to pull up your tent do you think Amazon's as stupid as Google and Microsoft both of which are signing long-term nuclear deals are they just a bunch of hyperscaling clowns I think it's more likely that the people who dumped the AI related chip stocks yesterday are the are the cluest ones look there's a stunning lack of comprehension about how Nvidia and artificial intelligence work you can't just order 100,000 of black chips the latest and greatest invid product can be done they're packed with software and as Jensen told me software Never Dies as long as there are new inventions and new uses for computer power there'll be more need for these chips and you can attach them to the software no matter what the iteration you just have to keep buying them because you have to keep up right now we have revolutions just just starting in healthcare manufacturing climate change cyber security autonomous driving and even robots AI power revolutions that are about 18 months old that's all is the party really over if the Evolutions just began hey I heard a couple of hedge fund maners say say that it's bad for NVIDIA and they have to be right CU they're rich right isn't that how it works right they're rich so therefore they're smart they're therefore the're right so sell Nvidia so yes call me Jaden say I drink the Kool-Aid invidious headquarters maybe with the hit of my wife's Mescal by the way I didn't see any water fountains there but there was a bar with tables made of slabs of giant tree trumps but just understand that when a company as poorly communicative as asml is able to point out that it's business that goes into AI the one that's for the parliament of Al not the pride of lions is still strong maybe just maybe they really mean it of course the show will end tonight and you'll say what was that guy Kramer screaming about about about Nivea cream I mean I saw an ad that said everyone with a half a brain or two brains or whatever is a seller of Nvidia so what the heck count me out but here's the bottom line people it's because those people who watched all that stuff want to be counted out that they haven't made millions of dollars in the stock market millions of millions of dollars if you just ignored the constant negativity Nvidia loan could have given you a monster get this write this down 32,000 per total return in the past decade most of which we C them have money I think it's still got juice which is why I always say Nvidia own it don't trade it and Indiana and Jen thanks for taking my call so grateful that you brought up conviction during the club call today so I'm hoping you could chat about that in reference to Berkshire B shares because I'm wondering after the club call today maybe I'm a little heavy in financial stocks and I could lighten up on Burkshire B but maybe no I don't want you to do that I don't want first of all an thank you for the comments thank you for being on the club call Jeff Mark thanes you too do not lighten up when Brooker be and by the way that company is more Li to natural gas than it is to anything else doesn't have a big cash position and lever to insurance but Warren Buffett has put together an amazing Enterprise and I am urging you to hold on to that and let it run now I want to go to Sam in my old home state of Pennsylvania Sam Jim how are you Sam I'm doing real well how about you I'm all right Jim but I got to tell you I am concerned about snowflake you know this is an environment where a company like snowflake should be doing well given the AI spend and what they do with data warehousing but the company trading at 14 times sales has yet to prove itself it's why it's trading at such a high valuation we're looking at negative earnings growth over the next year and free you know free cash flow is negative the only thing that seems to be growing here stock based comp what do you think I Sam I gota tell you I think you're very right I mean look I think sh ramas Swami is doing a good job but everything you said is true you've got to put up good numbers in this market if you're going to have this stock go higher and it's not they have to put up a very big 2026 not just you know I look I know 2025 I don't think they can do it but 2026 and then I think you'll be able to say you know what I want to get in ahead of that but until then I agree with Sam I think it's very very tough all right so listen to me people I'm sorry I'm a little fired up about this I have my club call today and I'm just a little upset because I saw it happen last night I knew was going to unravel you're able to ignore the negativity surrounding stocks I think you'll be able to generate the kind of returns that just crush your paycheck and that's what I want you to do just take the negativity face inidia you've been able to tune it out think about what you could have done in your life on man money tonight earning season is in full swing with the big Banks kicking off the action I also find it important to checking with some of the smaller Regional players to get a closer look at the corners of our country because there's real money being made there too so don't miss my post earnings exclusive of First Horizon then we just celebrated the two anniversary of this bull market so could the positive trend continue I'm going off the charts to find out and there are two stocks L to Investment Banking and capital markets I continue to be intrigued here I'll the names and share whether the positive momentum could continue so stay with
Comments 0