Mad Money: 2023年5月25日(木)の放送の要点

2023年5月25日(木)放送のCNBC「Mad Money w/ Jim Cramer」のサマリーです。ビデオクリップ＆トランスクリプト（英文）が掲載されているCNBCサイトへのリンクも併記しています。

(1) Nvidia’s big break has been a long time coming, Jim Cramer says (https://www.cnbc.com/2023/05/25/nvidias-big-break-has-been-a-long-time-coming-jim-cramer-says.html)

• Nvidia’s jump in share price on Thursday was no surprise to CNBC’s Jim Cramer, who has had faith in the company’s success for years.
• Cramer said CEO Jensen Huang’s ability to see generative AI’s potential early on is key to the company’s success.

Ticker: NVDA

(2) [No Video Clip for non-Club Member] Executive Interview: Splunk CEO Gary Steele goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/05/25/splunk-ceo-gary-steele-goes-one-on-one-with-jim-cramer.html)

‘Mad Money’ host Jim Cramer sits down with Splunk CEO Gary Steele to talk the cloud service space, being an early adopter of A.I. and more.

Ticker: SPLK

(3) [No Video Clip for non-Club Member] Executive Interview: Zoetis CEO Kristin Peck sits down with Jim Cramer (https://www.cnbc.com/video/2023/05/25/zoetis-ceo-kristin-peck-sits-down-with-jim-cramer.html)

Zoetis CEO Kristin Peck sits down with ‘Mad Money’ host Jim Cramer to talk demand in the pet health space, current trends for pets owners and more.

Ticker: ZTS

(4) [No Video Clip for non-Club Member] Executive Interview: We’re on the cusp of water in the home being digitized, says FBIN CEO Nicholas Fink (https://www.cnbc.com/video/2023/05/25/were-on-the-cusp-of-water-in-the-home-being-digitized-says-fbin-ceo-nicholas-fink.html)

Fortune Brands Innovations CEO Nicholas Fink sits down with ‘Mad Money’ host Jim Cramer talks the future of the housing sector, current real estate trends and more.

Ticker: FBIN

(5) Cramer’s Lightning Round: Vornado is a buy (https://www.cnbc.com/2023/05/25/cramers-lightning-round-vornado-is-a-buy.html)

• Zscaler: “You’re sitting on a gold mine. That Zscaler quota was really really good, although I do prefer Palo Alto Networks.”
• Iovance Biotherapeutics: “Whenever I see these novel cancer therapies that bust tumors, I always say it is ok to own purely for spec because you might always get a takeover. But remember, that company is losing money hand over fist.”
• Lucid Group: “No. If you’re going to come on this show, you better be starting to make money pronto.”
• Navigator Holdings: “I do like it… but anything with liquid gas I am a buyer of. I know I’m probably too liberal in that, but I think it’s the way of the future, and that’s one of the reasons I got to tell you that if you really want to know what to do in a conservative fashion, Sempra energy.”
• Schrodinger: “They’re about to turn profitable, which is what I like because I’m tired of all these companies losing money. I’m ok with that one.”
• Vornado Realty Trust: “The management there is so strong, but the tug of war against New York is so bad I’m not going to recommend Vornado.”

Ticker: ZS [buy buy buy, although I prefer Palo Alto], IOVA [it is OK to own for purely for spec], LCID [No], NVGS [I do like it, anything liquified gas i am a buyer, buy Sempra Energy], SDGR [I am ok without it], VNP [not recommend]

(6) Even if lawmakers can cut a debt ceiling deal, Jim Cramer says it’s too early to get bullish (https://www.cnbc.com/2023/05/25/jim-cramer-says-its-too-early-to-get-bullish.html)

• CNBC’s Jim Cramer told investors on Thursday it was too early to get bullish on this market, even if lawmakers are able to secure a deal before the default deadline.
• Using 2011′s debt ceiling crisis as a guide, Cramer says it’s best to “keep the cash on the sidelines and waiting.”

Ticker: NVDA

Other Stocks Discussed (calls with audience): BJ’s Wholesale (BJ) [I didn’t like the quarter], Nike (NKE) [I don’t think NKE is stay low], GNRC [you cannot sell here]

参考: この日の放送に関するその他のサイトへのリンク 

• Google Podcast (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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