Reg

@jimcramer Palo Alto at $223 - was CyberArk free?

Look, i get it, CRM has now run 8 points. But i have said we are going to stick with it and we would have bought more but we are frozen

@jimcramer Meanwhile TSM needs to bring on additiona chip mfg capacity fast enough!!

Meanwhile i am starting to see Nvidia's stock selling for maybe as low as 10x the 2027 estimates. It remains the best positioned and the fastest grower (and the weakest stock) Oddity? Confusion? Opportunity? I hope Nvidia is buying when the market is selling

@jimcramer When Nvidia releases Vera Rubin chip 2 half 2026, it is a new AI platform! It will drive revenue for new HBM memory no less than HBM 3E/4

Memory shortage stocks have to go to a higher place. It's very difficult to imagine it, but stocks do gallop to where they should be... WDC SNDK, STX, will be overheated until they get to where they have to go

@jimcramer It seems like Anthropic, Gemini, Chat GPT and other AI agents are greatly reducing the amount of opportunities to use AI for free by the public, demanding a $19.99 monthly fee for greater usage.

Isn't it possible that everyone wins? I ran a dotcom company saying no to circular deals. This is not a circular deal

@jimcramer Unless the strength of the consumer is in question

Maybe pick up some $TJX down 4% from high? Rarely get that kind of discount!

@jimcramer If that $200 Navy drone is missing, it is likely that the Iranians got hold of advanced Chinese or Russian Tech to take out of the Straight.

Very few analysts seem to care that oil has gone above $100. They have cordoned off oil as a factor. I think that's Panglossian but i get that domestically we are insulated from a total lack of supply.. They want to buy the dip ahead of a blockade as if the market will rally when the blockade takes effect.

@jimcramer It is remarkable how unverified or unconfirmed rumors about companies can spread to investors, and cause immmediate contagion selling of their stocks.

Negative Apple story now refuted

@jimcramer Who knows how bad the cyber attack from Iran or its nation state partners will be.

@jimcramer Nyse!

Kid on a candy store!

@jimcramer Iran has a potential Cyber attack strategy at play.

What matters is the price of oil and WTI is at $101.. Interest rates only positive. Either oil or rates, one of the other, is wrong

@jimcramer How's about time to jump in with Matt Murphy on MM. I want to hear more from him now...

Real deal alert.

@jimcramer Is an up trend in price on BABA a sign of a market shift away from bricks & mortar to online retail?

Max negative coverage now?

@jimcramer Iran may be getting a deal they can't refuse.

The parallels to Vietnam are so strange. Was yesterday the "Unilateral bombing pause" that led to nothing??? I would have thought the futures would be down more if that was the case..

@jimcramer War is quickly becoming a matter of digital security, as much as physical security. Enterprises won't trust Gen AI like they do their own platform software security (CRWD). Software rarely if ever hallucinates!

@jimcramer Perhaps it is come time to think beyond the hyperscalers and international market GPU expansion. Saudi Arabia Vision 2030 calls for data centers to be built out, GPUs, fiber.

David's right, of course, there is resistance to paying more for Nvidia . I think because we believe the hypersclarers are pretty much tapped out.. The call explains all the new buyers. I think it's a huge mistake to sell but i am not oblivious to the skepticism

@jimcramer Thoma owns Proofpoint which got taken private. Not enough gusto?

When I was at my best as a hedge fund manager, where iI returned 24% after all fees v. 8% for the S&P for 14 years, is when i knew i was on the wrong side and cut my losses. When i was at my worst I was in denial. These p-e firms, and these taken private enterprise software firms are NOT worth what these funds paid for them. It happens. They made mistakes. But own, explain, take the hit, don't hide, be up front. Be what we were taught at Goldman or wherever you worked to start. Or else. TRUTH

@jimcramer AI "manufactured" selloff?

cold, early.. i am not worried. Anthropic has a solution. I read it in a report

@jimcramer A short sellers dream.

The private-credit-will-destroy-us-all rap coupled with the "Anthropic will destroy all software" narrative will be with us until we realize that Anthropic won't destroy everything and Vista and Thoma Bravo actually survive, Just sayin'

@jimcramer @GeminiApp @FosforoMezcal Yay @Smokin' Rambler

All of these were made with Pomelli Photoshoot on @GeminiApp - wow! Just put in a picture of the bottle. I’m impressed!! @FosforoMezcal $GOOGL

@jimcramer Consider that Bill and Sasan are buying back billions of dollars in stock, with accelarated purchases. The central motto is Dusrupt or be disrupted by AI. I think their platforms will thrive in the face of the AI eating enterprise software narrative.

Before the day is over I want to reiterate that think Google is the best value now of the big guys...