저자: JimCramer · 외국인
요약 보기
머스크의 OpenAI 소송 전략은 IPO 선점과 상대 압박을 노린 것으로 분석. 공모 시 기관 중심 구조 속 개인투자자가 시장가 주문으로 손실 볼 위험을 경고. 엔비디아는 오랜 기간 성장을 거친 장기 성과로 언급. 구체적 1~3개월 가격 방향 예측은 없음.
다듬은 글
Let's now bring in Jim Cramer who joins us from the New York Stock Exchange. Jim, I cannot wait. What do you make of this verdict? Well, I think Elon Musk did something very clever. There are three ways for him to win. One is that he tied up these guys at Open AI so that maybe he can come in first. You want to come first in the shoot cuz that's when the most money will be.
There's that's the most that's left. Second, it's having been in big-time trials, unfortunately, it's just pure torture. And he tortured these guys but good. I mean, it's there's nothing like being deposed forever. It's really rather extraordinary. And then, you know, I I I think he he made it he could have won.
So, I mean, like he he could have won. He got to torture them. Well, the richest man gets to torture everybody. It's Again, if you've ever been deposed, you know, it's one of the most embarrassing, horrible things you can do. And now he gets first in the queue, so he gets the most money and not worry about whether people are out of money cuz these deals are big.
Maybe he pulls in like four, five billion trillion. Five trillion. I'm not kidding. If they price the thing wrong and it's to a sliver, it's entirely possible it gets to be four four trillion, five trillion. As as absurd as that is, but I think it was you know, it was kind of a strategy and it was a good one.
When you read the the piece in the journal today, you just say, "Wow, their lawyers just made, you know, thick They just pulled the wings off the flies that are Open AI." And you know, it's kind of a terrible thing if you've ever been in other words, a lot of people were saying it immediately for the past hour or so, "What a win for Open AI." You know, "What a win for Sam Altman." He survives.
And you're saying that we need to think about this as a strategic move by Musk, right? And you're talking about that IPO still. It's the first. It's the biggest. Right. But you want to have If you need, let's say they do 10% of the thing. I mean, it's a huge amount of money that they need to bring this deal.
And you don't want people to be out of money by the time they get to the third guy. I mean, OpenAI may now be the third after Anthropic and you want to be first. Whoever is first wins. So, yeah, I think it was a good strategy. Look, I think it's great that Open OpenAI had a quick victory, but did they?
I mean, I think that you really wanted to do is you wanted to hold up OpenAI. You wanted to torture Sam Altman. You obviously hated You wanted to torture all those guys I guess you hate and you have unlimited unlimited firepower. He's got more money in the government. So, he can just like, you know, just depose him till kingdom come and at least I think the judge kind of got a handle on things, but when you're deposed, you're kind of just you're naked and boy, he got them naked.
Wow. So, I'll Jim, what do you think saying like I mean, I don't know if you guys have ever been sued. I mean, unfortunately it's it's it's some optimal situation. When it happens, you realize that you wake up in the middle of the night. It's very Kafka-esque. So, everybody in in OpenAI had a real dose of Kafka.
And Kafka's no, you know, you don't want Kafka. It's Kafka bad. So, they got Kafka and they got Kafka'd and as far as I'm concerned wow, even rich people get Kafka'd. Jim, what what do you think about the IPO in terms of the retail investor? Because normally when these come out, it's institutional institutional institutional.
How do you think that's going orders and they get killed and you know, take a look at the deal we had last week. The Cerebrus, they used market orders. They were down a quick 100 within, you know, a couple hours. Uh they're they forget what it's like cuz or they weren't in 2000. They don't remember 1999-2000.
So, that I don't want lambs to the slaughter. I don't know how much you can teach these lambs. I had a lamb shank last night. Delicious. These people do not understand what's about to happen. You think that they Is that that kind of situation? But that's the big deal. Who doesn't want to be with Elon, right?
And look at Twitter. After all of I'm sorry. Look at Tesla after all these years, Jim. The valuation still is incredibly high, especially given Anyway, I all that is but do you think this is lamb to the slaughter? people got very excited. I know because I said listen don't buy it and it went down and I eternal approbrium from Elon.
But that's okay. You know as long as my wife likes me. And I I feel very strongly that people have to learn how to be disciplined and unfortunately they're going to have to learn how to be disciplined in a cerebus way which is to realize that if you put the market or like the Figma way. I mean these are disasters for people and we got to stop it and we got to explain to people you need discipline or we just say you know what?
Let the hedge funds fleece them and I don't want to do that. I feel like I have some responsibility to the people who watch the show. Right but you look at the size of Nvidia. They put a limit order in and they buy market order. You know it's like Nvidia is actually interesting down here. I love the fact that it's not going to be a two trillion we would have all thought that it was crazy right if Nvidia went public at two and it's worth 4.4 so I guess we're all asking how big can the numbers be at this point?
paid its dues. I mean it was in the you know there was like you know it wandered in the desert for 40 years that thing. I mean I remember when I was talking to Jensen and I don't know about a decade ago it was at $2 and we were looking at each other trying to figure out how to get this dog to to hunt and then we decided to name it Nvidia my dog Nvidia and then it started hunting.
I'm not kidding. This thing did not go Take a look at the long term chart and you'll realize wow Nvidia was not built in a day.
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