Mad Money with Jim Cramer – February 27, 2025 (Thur): 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 27, 2025, with links to CNBC articles, videos, and English transcripts.

2025年2月27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) Jim Cramer lists stocks that could withstand the impact of Trump’s tariffs (https://www.cnbc.com/2025/02/27/jim-cramer-lists-stocks-that-could-withstand-impact-of-trumps-tariffs.html)

• CNBC’s Jim Cramer on Thursday opined on the market instability caused by some of President Donald Trump’s tariff decisions and suggested which sectors and stocks could withstand new trade policies.
• “Wall Street hates tariffs, but what it hates even more is inconsistency and unpredictability,” he said.

Stocks that are least likely be hit by Tariff: (i) Cyber Security (PANW, CRWD, FTNT, NET, ZS) [buy], (ii) Healthcare (LLY, UNH, JNJ, ABBV, ISRG) [put ISRG on the buy list], (iii) Retail (HD, LOW, TJX, TGT, BBY) [waste land], (iv) Consumer Packaged Goods (PG, CLX, MKC, KO, PEP) [CLX], (v) Transports & Autos (UNP, CSX, JBHT, F, GM),  (vi) Oil & Energy  (EPD), (vii) Utilities (SRE), (viii) all Banks (eg. WFC), (ix) Restaurant (INTL, TEXAS), (x) number 1 winner in SP500  (NUE)

 

(2) [No Video Clip for non-Club members] BNY CEO Robin Vince sits down with Jim Cramer (https://www.cnbc.com/video/2025/02/27/bny-ceo-robin-vince-sits-down-with-jim-cramer.html)

BNY CEO Robin Vince joins ‘Mad Money’ host Jim Cramer to talk its OpenAI deal, quarterly results, money saving moves, and more.

 

(3) Jim Cramer weighs egg producer Vital Farms as its stock dips due to accounting issues (https://www.cnbc.com/2025/02/27/jim-cramer-weighs-egg-producer-vital-farms-as-its-stock-dips-due-to-accounting-issues.html)

• CNBC’s Jim Cramer on Thursday reviewed the stock of Vital Farms, an egg producer that had a tough day on the market after it posted impressive earnings but also disclosed an accounting issue.
• Cramer cautioned investors against owning shares of any outfit with accounting irregularities, but suggested it could be worthwhile to revisit Vital Farms once it remedies these bookkeeping problems.
• “I have to stay on the sidelines here. See, I’ve got a hard-and-fast rule that says…accounting irregularities equal sell,” he said.

Ticker: VITL

 

(4) [No Video Clip for non-Club members] Martin Marietta Material CEO Ward Nye goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2025/02/27/martin-marietta-material-ceo-ward-nye-goes-one-on-one-with-jim-cramer.html)

Martin Marietta Material Chairman, President, and CEO Ward Nye joins ‘Mad Money’ host Jim Cramer to talk quarterly results, tailwinds from AI investing, and more.

Ticker: MLM

 

(5) Cramer’s Lightning Round: ‘I don’t want to be a part of’ Nebius (https://www.cnbc.com/2025/02/27/cramers-lightning-round-i-dont-want-to-be-a-part-of-nebius.html)

• Celestica: “It has come into its own in a way that I cannot believe it, and everyone’s piled in on it. and now because of the fact that we got that downturn, you’re going to get a chance to buy it.”
• KeyCorp: “You’re onto something, I like your thinking.”
• Interactive Brokers: “They’re good, stock is very high.”
• Nebius: “It’s a big money loser…I don’t want to be a part of it.”
• BWX Technologies: ”…It’s going to be 2033 before we see anything new in nuclear, that is just too far for me.”
• Powell Industries: “That is just a really good company.”
• Nuscale Power Cope: I became very skeptical.

Ticker: CLS, KEY, IBKR, YNDX, BWYT, POWL

 

(6) [No Video Clip for non-Club members] Jim Cramer on the use cases for Nvidia chips (https://www.cnbc.com/video/2025/02/27/jim-cramer-on-the-use-cases-for-nvidia-chips.html)

‘Mad Money’ host Jim Cramer talks Nvidia earnings and where chip adoption could be found in the future.

 

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): Boeing (BA), Toll Brothers (TOT), Chipotle (CMF) [decent level to start a position], Dutch Brothers (BROS)

 

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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