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2019年の放送で5Gが話題に上ったときのエピソードを探してみました。
2019年2月6日放送：Here are the 5 biggest beneficiaries of the 5G rollout: Jim Cramer (https://www.cnbc.com/2019/02/06/cramer-here-are-the-5-biggest-beneficiaries-of-the-5g-rollout.html)
- Skyworks Solutions, Intel, Qualcomm, Broadcom and Xilinx stand to gain from the ongoing rollout of the fifth generation of wireless communications, also known as 5G, CNBC’s Jim Cramer says.
- Top telecommunications companies around the world are racing to build sustainable 5G networks.
- But investors don’t always consider the chipmakers, which should also win big, Cramer says.
Tickers: Skyworks Solutions (SWKS), Intel (INTC), Qualcomm (QCOM), Broadcom (AVGO), Xilinx (XLNX)
2019年4月29日放送：Jim Cramer revisits his top stock picks for the 5G rollout (https://www.cnbc.com/2019/04/29/jim-cramer-revisits-his-top-stock-picks-for-the-5g-rollout.html)
- In February, CNBC’s Jim Cramer declared that Skyworks Solutions, Intel, Qualcomm, Broadcom, and Xilinx were the top five semiconductor companies that stand to benefit from the building of 5G infrastructure.
- Nearly three months later, he reevaluated their movements and offered an updated outlook for each stock.
- “If you want to play the 5G rollout, or any other huge secular trend, you need to keep doing the homework,” the “Mad Money” host says.
Ticker: SWKS, INTC, QCOM, AVGO, XLNX
2019年5月10日：Cramer adds 3 stock picks to his long-term 5G play (https://www.cnbc.com/2019/05/10/cramer-adds-new-5g-stock-picks-to-his-long-term-play.html)
- “In a confusing market, you should always be ready to fall back on your favorite long-term themes, and right now the 5G buildout is one of the best,” CNBC’s Jim Cramer says.
- “VMWare, Silicon Labs and Marvell Tech are now three more great ways to play it,” the “Mad Money” host says.
- “These are exactly the kinds of stocks that are worth buying into a market-wide moment of weakness, like we had today,” he says.
Ticker: SWKS, INTC, QCOM, AVGO, XLNX, VMWare (VMW), Silicon Labs (SLAB), Marvell Tech (MRVL)
2019年10月30日：Cramer’s lightning round: Marvell Technology is the best play on 5G (https://www.cnbc.com/2019/10/30/cramer-lightning-round-marvell-technology-is-the-best-play-on-5g.html)
2019年11月7日Qorvo’s quarter ‘breathed new life’ into 5G plays, chipmakers: Jim Cramer (https://www.cnbc.com/video/2019/11/07/qorvos-quarter-breathed-new-life-into-5g-plays-chipmakers-jim-cramer.html)
“After selling off over the summer, these 5G stocks they’re back and they’re better than ever,” “Mad Money’s” Jim Cramer says.
2019年11月13日：Jim Cramer: 5G is badly misunderstood (https://www.cnbc.com/video/2019/11/13/jim-cramer-5g-is-badly-misunderstood.html)
“Mad Money’s” Jim Cramer breaks down what people get wrong about the 5G roll out and what the new technology will mean for the connected economy.
2019年12月10日放送：Buy these 5G stock plays if they take a dip from US-China trade news, Jim Cramer says (https://www.cnbc.com/2019/12/10/jim-cramer-buy-these-5g-stocks-if-theyre-hit-by-us-china-trade-news.html)
As for the chipmakers supplying 5G infrastructure, Cramer recommended Skyworks Solutions, Qorvo, Qualcomm and Marvell Technology as “worth investing for the powerful multiyear theme. You should own one of them.”
Ticker: SWKS, QRVO, QCOM, MRVL
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