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Mad Money: 2021年9月29日(水)の放送の要点

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    • 2021年9月29日 11:12 PM #11096
      暮眞★潤 (Jun Kurema)
      キーマスター

      2021年9月29日(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) Jim Cramer says the stock market is ‘full of absurdity’ right now. Here’s why (https://www.cnbc.com/2021/09/29/jim-cramer-says-the-stock-market-is-full-of-absurdity-right-now.html)

      • CNBC’s Jim Cramer said Wednesday he’s seeing multiple signs of “absurdity” in the stock market right now.
      • The “Mad Money” host said one example is the way in which the price of natural gas is, essentially, impacting the performance of technology stocks.
      • “Of course, when a linkage gets this attenuated it makes you wonder if the market has completely lost its mind,” Cramer said.

       

      (2) Executive Interview: Micron’s weaker-than-expected guidance due to its PC customers having their own part shortages, CEO says (https://www.cnbc.com/2021/09/29/microns-weaker-than-expected-guidance-due-to-its-pc-customers-having-their-own-part-shortages-ceo-says.html)

      • Micron Technology’s current-quarter revenue projections came in below Wall Street estimates.
      • However, CEO Sanjay Mehrotra told CNBC’s Jim Cramer on Wednesday the memory chip maker felt confident about its business overall.
      • That’s because the lower-than-expected sales guidance is a result of external factors that its computer-making customers are facing.

      Ticker: MU

       

      (3) Executive Interview: 23andMe CEO says the company’s collaboration with GSK has been more successful than anticipated (https://www.cnbc.com/video/2021/09/29/23andme-ceo-says-the-companys-collaboration-with-gsk-has-been-more-successful-than-anticipated.html)

      23andMe CEO Anne Wojcicki joined CNBC’s Jim Cramer on Wednesday’s episode of “Mad Money,” discussing the company’s efforts around therapeutic development.

      Ticker: ME

       

      (4) Executive Interview: Affirm CEO says there is ‘a long way to go’ before fintech becomes a zero-sum game (https://www.cnbc.com/2021/09/29/affirm-ceo-says-there-is-a-long-way-to-go-before-fintech-becomes-a-zero-sum-game.html)

        • Affirm CEO Max Levchin on Wednesday downplayed the threat of competition from other financial technology firms.
      • “If you look at the demand and the actual penetration, it’s going to be a long time before we start bumping into other players and saying, ‘Well, what do you have and what do I have?’” he told CNBC’s Jim Cramer.

      Ticker: AFRM

       

      (5) Cramer’s lightning round: I’d start buying Old Republic International (https://www.cnbc.com/2021/09/29/cramers-lightning-round-id-start-buying-old-republic-international.html)

      • HubSpot: “HubSpot is what I call a red hot. It’s one of the hottest stocks in the market. It does Salesforce-like marketing. I’d rather see you in Salesforce — more seasoned, better, not as high multiple.”
      • Thoughtworks Holding: “Thoughtworks, what happens to me is I say, ’OK, well that looks a little like Autodesk. I’ve been with some people from Autodesk. It is really well run. I like that one very much.”
      • Old Republic International: “What can I say. Don’t wonder and start buying. It’s the kind of stock I really like. It’s got almost 4% yield. It’s in a good business. I don’t know, someone is going to take it over one day.”
      • Vishay Intertechnology: “I’ve always liked Vishay. … I like Vishay.”
      • QuantumScape: “I don’t know. There’s real competition in that battery space, I mean like real competition. Let’s be a little careful out there.”
      • Genworth Financial: “You know what’s going to happen with it, I think it’s going to be not great, and I would [ring the register].”
      • dMY Technology Group III Inc: “It’s a blank-check company. I don’t know. This is a mystery wrapped in an enigma, and I cannot opine on that because it’s just too darn crazy.”
      • Cue Health: “I’m worried about this. I’m worried about this, and not just because it goes down every day, but periodically it’s a meme stock, and that is not for me. I am not a ‘meme-ist.’”

      Ticker: HUBS, TWKS, ADSK, ORI, VSH, QS, GNW, DMNY, HLTH

       

      (6) [No Video Clip] The boring and the beautiful — Why boring is beautiful (eg. MS, JNJ, PG, MSFT)

       

      Other Stocks Discussed (Calls with Audiences): MicroStrategy Incorporated (MSTR) [Buy Bitcoin], American Eagle Outfitters (AEO)

       

      参考: この日の放送に関するその他のサイトへのリンク

      Disclaimer

      ****************************

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