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Host of @madmoneyoncnbc and I run the CNBC Investing Club. My new book is out now: https://xitter.cf/t.co/autOFQ2NP0

New York City
Joined March 2008
Photo by Jim Cramer (@jimcramer)Photo by Jim Cramer (@jimcramer)Photo by Jim Cramer (@jimcramer)Photo by Jim Cramer (@jimcramer)Photo by Jim Cramer (@jimcramer)Photo by Jim Cramer (@jimcramer)Photo by Jim Cramer (@jimcramer)Photo by Jim Cramer (@jimcramer)Photo by Jim Cramer (@jimcramer)Photo by Jim Cramer (@jimcramer)
Hope we get past 24/7 Jensen today.. It's obscuring Anthropic which is the most consequential deal of our time...
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some of these moves today, like Q, which i had on last week, are so outsized that stocks have gone from inexpensive to reasonable in a couple of days
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the charts on some of these data center companies are brutal. They could all go up another ten percent and still be in no man's land
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Couple of real good stock ideas tonight.. and some cautionary thoughts about... yeah, you guessed it
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AMD viewed as a winner. It IS a winner. But a data center multi-year roadmap in this country is now suspect...
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CNBC club members, putting finishing touches on a Sunday think piece about Jensen and what i think will happen.
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still care!
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go Birds!
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i am looking for a storied runback today!
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Why did Berkshire take such a big, ill-advised position in Alphabet?
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Only a week late… 🎃👻
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really smart
It’s not just that the building of data centers benefits US workers with jobs. It’s the output—A.I., embedded in industrial processes, that will increase US worker productivity and competitiveness. Or we can rely on tariffs, which just make imports and our lives more expensive.
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I just wrapped up the CNBC Investing Club's 4th Annual Meeting. Two great hours on stage at the NYSE! Here is a video replay of the entire event, where I talked about the fate of the AI buildout and stocks to buy now. cnbc.com/investingclub/2026/…
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I mentioned a few other stocks to consider buying if they were to drop a little more. Buy low, sell high.
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Trading does not work for us at the Club. That old “Jim Cramer” is gone. We can make a lot more money by being patient. Like Nvidia, where we’ve made millionaires.
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We have plenty of cash for the Club, but it’s not burning a hole in my pocket. Yet. What needs to happen to change my mind? I’m talking about it at the Annual Meeting right now. cnbc.com/investingclub/2026/…
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I am not going to stay as cautious as I am if we keep going lower, especially for non-tech. I will also be more sanguine if the giant Anthropic deal comes public and shows people how valuable compute can be.
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