Mad Money with Jim Cramer – February 3, 2025 (Mon): Key Points & Links｜要点・関連リンク

[Jun Kurema (暮眞★潤)]

This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on February 3, 2025, with links to CNBC articles, videos, and English transcripts.

2025年2月3日放送の 「Mad Money with Jim Cramer」 で取り上げられた主な話題・銘柄を、CNBCの記事・動画・英文トランスクリプトへのリンクとともに一覧化しています。

 

(1) Investors shouldn’t be surprised by Trump’s tariff hikes, Jim Cramer says (https://www.cnbc.com/2025/02/03/jim-cramer-trump-tariffs.html)

• CNBC’s Jim Cramer unpacked Monday’s market action, saying investors shouldn’t be so shocked by President Donald Trump’s steep tariff hikes, as he touted such moves repeatedly during his campaign.
• “Many might say this is a precarious moment,” he said. “I simply say you got what your country voted for.”

Value Players: EAT, DRI, BROS, MCD, SBUX, CMG

Retailers: COST, WMT

S&P Healthcare

Fintech: MA, V

Mega-Cap Tech: AAPL, TSLA, META, MSFT, GOOGL

 

(2) [No Video Clip for non-Club members] Jim Cramer looks at the S&P 500 winners and losers for January (https://www.cnbc.com/video/2025/02/03/jim-cramer-looks-at-the-sp-500-winners-and-losers-for-january.html)

‘Mad Money’ host Jim Cramer highlights the best and worst of the S&P 500 in January.

S&P 500 January Winners: Constellation Energy Corporation (CEG), Vistra Corp. (VST), CVS health (CVS), GE Aerospace (GE), FS Inc. (FFIV), Starbucks (SBUX)

S&P 500 January Losers: Edison International (EIX) [due to California fire], PG&E Corporation (PCG) [guilt by association; buy], Constellation (STZ) [charitable trust sold half of the position] , On Semiconductor (ON), Electronic Arts (EA)

 

(3) [No Video Clip for non-Club members] Deckers’ guidance implies Hoka’s growth is slowing, says Jim Cramer (https://www.cnbc.com/video/2025/02/03/deckers-guidance-implies-hokas-growth-is-slowing-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer digs into Deckers’ disappointing results and stock reaction.

Ticker: DECK [it is a buying opportunity]

 

(4) Flexport CEO breaks down the complex and uncertain global trade landscape (https://www.cnbc.com/2025/02/03/flexport-ceo-breaks-down-the-complex-uncertain-global-trade-landscape.html)

• As the market reels from ever-changing news about President Donald Trump’s tariff hikes, Flexport CEO Ryan Petersen detailed how his customers are dealing with a volatile global trade environment in a Monday interview with CNBC’s Jim Cramer.
• “It’s very hard to plan a supply chain when it’s changing day to day, so I think it’s really hard for these businesses to figure out, you know, what is the government going to do, and how should they set themselves up,” he said.

Ticker: FCX

 

(5) Cramer’s Lightning Round: Five9 is a buy (https://www.cnbc.com/2025/02/03/cramers-lightning-round-five9-is-a-buy.html)

• Emerson Electric: “Emerson, I got out too soon…Missed out on 20 points.”
• Five9: “Stock is way too cheap. I think I am with you, and I would pull the trigger. [buy, buy, buy!].”
• BigBear.ai: “No, you got to go with Palantir.”
• Oshkosh: “I was surprised at the numbers being that strong…Another great American company that just shot the lights out that no one’s paying attention to it.”
• GameStop: “If you want games, you got to be in Take-Two…I can’t recommend GameStop, I just know it’s a meme stock.”

Ticker: EMR, FIVN, BBAI, OSK, GME

 

(6) [No Video Clip for non-Club members] Jim Cramer makes sense of the tariff and trade whiplash coming out of Washington (https://www.cnbc.com/video/2025/02/03/jim-cramer-makes-sense-of-the-tariff-and-trade-whiplash-coming-out-of-washington.html)

‘Mad Money’ host Jim Cramer sorts through today’s tariff news.

 

Other Stocks Discussed (calls with audience)/ この日の放送で取り上げられたその他の銘柄（視聴者からの電話): Oracle (ORCL) [you have to wait for the next report], Goldman Sachs (GS) [GS is incredible, so low], Veritiv Holdings (VRT) [stock come down enough, you should buy some but not all], On Holding (ONON) [you have an upside], elf Beauty (ELF) [unconformable; product is all sourced by China]

 

Ref: Links related to this episode /参考: この日の放送に関するその他のサイトへのリンク:

• Podcast at Spotify (Sound /音声）
• InternetArchive（Video & Texts per minute /1分毎のビデオ＆テキスト）

 

Disclaimer/ 免責事項

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