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過去の放送でCloud Stockが話題に上ったときのエピソードを探してみました。総括すると以下のような分類になります。
- Cloud Kings = Adobe (ADBE), Salesforce.com (CRS), ServiceNow (NOW), Twilio (TWLO), VMware (VMW), Splunk (SPLK), Workday (WDAY)
- Cloud Princes = Coupa Software (COUP), HubSpot (HUBS), New Relic (NEWR), Okta (OKTA), Atlassian (TEAM)
- Others = Alteryx (AYX), Five9 (FIVN), RingCentral (RNG), Zendesk (ZEN), Appian (APPN)
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<Cloud Kings>
2018年3月12日放送：Cramer introduces tech’s hottest new stock group: the ‘cloud kings’ (https://www.cnbc.com/2018/03/12/cramer-introduces-the-cloud-kings-techs-hottest-new-stock-group.html)
- “Mad Money” host Jim Cramer gives investors seven red-hot tech stocks for their shopping list.
- “Cloud kings” Adobe, Salesforce, ServiceNow, Red Hat, VMware, Splunk and Workday all have the wind at their backs and are buys on weakness, Cramer says.
Ticker: Adobe (ADBE), Salesforce.com (CRS), ServiceNow (NOW), Red Hat (private – acquired by IBM), VMware (VMW), Splunk (SPLK) and Workday (WDAY)
2019年5月6日放送：Jim Cramer swaps Twilio for Red Hat in his ‘cloud kings’ group of hot tech stocks (https://www.cnbc.com/2019/05/06/jim-cramer-swaps-twilio-for-red-hat-in-his-cloud-kings-tech-group.html)
- “The company’s had an amazing year and, over the long haul, I’m betting its stock has more room to run,” CNBC’s Jim Cramer says.
- Given Twilio’s bullish guidance for the current quarter and full year, Cramer says it’s a stock to buy in weakness.
- “I’m not going to tell you that it’s cheap, but I’d much rather own Twilio than these shiny new [IPOs]. That’s why we started a position in Twilio today for my charitable trust,” the “Mad Money” host says.
<Cloud Princes>
2018年6月1日放送： offers ‘cloud prince’ Coupa Software as an attractive apolitical investment (https://www.cnbc.com/2018/06/01/cramer-cloud-prince-coupa-software-is-a-good-apolitical-investment.html)
- “Mad Money” host Jim Cramer zooms in on cloud provider Coupa Software in his search for strong secular stocks.
- Cramer tells investors to wait for the company’s Monday earnings report before buying shares of Coupa.
Ticker: Coupa Software (COUP)
2018年9月12日放送：Jim Cramer: The Cloud Kings and Princes Are Royalty When It Comes to Performance (https://www.cnbc.com/2018/09/12/cramer-introduces-the-risky-but-fast-growing-cloud-princes.html)
- CNBC’s Jim Cramer highlights several speculative cloud stocks for investors who can afford to take some risks in their portfolios.
- If you’re investing for retirement, buy a cloud king, the “Mad Money” host says. But if you’re not, consider a prince.
Ticker: Tableau Software (private – acquired by Salesforce), HubSpot (HUBS), New Relic (NEWR), Okta (OKTA), Atlassian (TEAM)
<Cloud Stock general>
2019年8月21日放送：Cramer’s primer on cloud stocks: You must know the company if you want to own it (https://www.cnbc.com/2019/08/21/cramers-primer-on-cloud-stocks-know-the-company-if-you-want-to-own.html)
- There are many cloud plays, “but if you’re going to own these stocks, you need to understand what these companies actually do, which is why we’re running this whole cloud primer series,” CNBC’s Jim Cramer says.
- The “Mad Money” host breaks down and gives recommendations on 11 stocks in the cloud-based software space.
Ticker: Splunk (SPLK), Alteryx (AYX), ServiceNow (NOW), Twilio (TWLO), Atlassian (TEAM), HubSpot (HUBS), New Relic (NEWR), Five9 (FIVN), RingCentral (RNG), Zendesk (ZEN), Appian (APPN)
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