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2021年3月31(水)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) Cramer is bullish on bank and industrial stocks, cautious on tech and health care into Q2 (https://www.cnbc.com/2021/03/31/cramers-q2-outlook-bullish-on-bank-and-industrial-stocks-soft-on-tech.html)
- “As the second quarter gets rolling, I think this market will become even kinder to the industrials and … the banks,” Cramer said, “and even less hospitable to tech and health care.”
- Cramer highlighted Cleveland-Cliffs as a potential winner in the second quarter.
- Cleveland-Cliffs is an example of the companies that putting up numbers that are attracting money from big fund investors, the “Mad Money” host said.
Ticker: CLF, AMZN, AAPL, ZS, NOW, SNOW, U, CRWD, RNG
(2) Executive Interview: NCino CEO on supplying fintech software to banks (https://www.cnbc.com/video/2021/03/31/ncino-ceo-on-supplying-fintech-software-to-banks.html)
NCino CEO Pierre Naude explained how the software maker works with banks like First Horizon to help financial institutions make their operations more efficient.
Ticker: NCNO
(3) Executive Interview: Indie Semiconductor CEO says company has profited from chip shortage (https://www.cnbc.com/video/2021/03/31/indie-semiconductor-ceo-says-company-has-profited-from-chip-shortage.html)
Indie Semiconductor CEO Donald McClymont explained how the company’s supply chain operations has set the auto chipmaker up to benefit from the chip shortage that’s threatening carmakers.
Ticker: INDI – SPAC
(4)Biden’s infrastructure plan will bolster the U.S. semiconductor industry, Commerce Secretary says (https://www.cnbc.com/2021/03/31/bidens-infrastructure-plan-will-bolster-the-us-semiconductor-industry-commerce-secretary.html)
“This is about out-competing China,” Commerce Secretary Gina Raimondo told CNBC’s Jim Cramer. “If we act now … we will compete with China.”
(5) Cramer’s lightning round: Cintas is terrific (https://www.cnbc.com/2021/03/31/cramers-lightning-round-cintas-is-terrific.html)
- Himax Technologies: “If we’re going to go down the Taiwanese semis, we’ve got to go to Taiwan Semi. Let’s stick with the biggest and the best.”
- Cintas: “Cintas is terrific.”
- ViacomCBS: “My take is you don’t need this one. I’d rather actually see you in Alphabet.”
- M/I Homes: “M/I is fantastic. I like your call.”
- Hyliion: “I don’t think you sell it here. I think you can get a bounce. These stocks are just way too low.”
Ticker: HIMX, TSM, CTAS, VIAC, GOOGL, MHO, HYLM
(6) [No Video Clip] Pandemic Tailwinds — Ticker: CHWY, PTON, AAPL
Other Stocks Discussed (Calls with Audiences): Consolidated Edison (ED), Roku (ROKU)
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）
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