Mad Money: 2023年6月8日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年6月8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) Jim Cramer says Adobe stock didn’t soar for no reason: generative AI is worth the hype (https://www.cnbc.com/2023/06/08/jim-cramer-says-generative-ai-is-worth-the-hype.html)

• CNBC’s Jim Cramer told investors on Thursday that above all else, they should not underestimate the transformative power of generative artificial intelligence.
• “Tonight, I want to explain why the AI bulls could actually be right,” Cramer said. “I want to talk about why the bears are likely wrong.”

Ticker: ADBE, ENVD

 

(2) [No Video Clip for non-Club Member] Cramer dives into these two software IPO stocks that have had a big year (https://www.cnbc.com/video/2023/06/08/cramer-dives-into-these-two-software-ipo-stocks-that-have-had-a-big-year.html)

‘Mad Money’ host Jim Cramer takes a look at the enterprise software sector as a pair of stocks in the sector are moving higher this year.

Ticker: CFLT, IOT

“Cramer: I like Confluent as a company a lot, but I think the stock has had a huge run.”

“Bottom Line: Confluent is an intriguing data infrastructure play that’s riding the AI trade … If you’re considering confluent here, put on a small position & wait for a chance to buy as it comes down.”

 

(3) [No Video Clip for non-Club Member] Samsara has a proven record of helping customers control costs, says Jim Cramer (https://www.cnbc.com/video/2023/06/08/samsara-has-a-proven-record-of-helping-customers-control-costs-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a look at Samsara performance, revenue beat and how the company uses AI to promote company growth.

Ticker: IOT

“Bottom Line: I like CFLT & IOT – Keep an eye on what they say at their events.”

(4)  Executive Interview: Wheaton CEO touts precious metals’ staying power, calling gold ‘a measure of value that lasts’ (https://www.cnbc.com/2023/06/08/wheaton-ceo-touts-precious-metals-staying-power.html)

• CEO of precious metals streaming company Wheaton Randy Smallwood told CNBC’s Jim Cramer on Thursday that gold and silver will always be valuable on the market, in part because they are one of the world’s oldest currencies.
• Although Wheaton’s first quarter revenue fell short of estimates back in May, Smallwood is confident the company will see 50% growth by 2027.

Ticker: WPM

 

(5) Cramer’s Lightning Round: Stay away from Novocure (https://www.cnbc.com/2023/06/08/cramers-lightning-round-stay-away-from-novocure.html)

• Plug Power: “I’ve given up on plug power, they’ve made too many disappointments. You only get so many strikes in this game.”
• Nuscale Power: “No, I think it’s all hype, not rigorous enough for me to recommend on this show.”
• LyondellBasell: “Very inexpensive stock, I like it, I think you can own it for the long term.”
• Novocure: “I’m going to have to accept the verdict of the stock market and say, ‘stay away.’”
• Eaton: “You’re absolutely right, Eaton. That’s why I get it hit a 52-week high, if it ever comes in, buy, buy, buy.”
• Realty Income: “You want to buy that one. I think that’s absolutely great idea.”
• Owens Corning: “I want you to sell half of it right now, take it off the table, and then let the other half. That used to be because there was a previous CEO, two CEOs ago, used to come on and told a great story. I’m glad you did it, thank you.”

Ticker: PLUG [I gave up], SMR [no],  LYB [you can own it for a long term], NVCR [stay away], ETN [buy buy buy], O [buy buy buy], OC [sell half of it right now], SYM [I do not know, I need to work on it]

 

(6) Cramer gives his read on the resilient job market (https://www.cnbc.com/video/2023/06/09/cramer-gives-his-read-on-the-resilient-job-market.html)

‘Mad Money’ host Jim Cramer gives his read on the job market and what it means for the economy.

 

Other Stocks Discussed (calls with audience): American Tower (AMT) [bad stock to own, do not bless selling I bless holding], Skechers (SKX) [sink or swim stock, I like ONON which is better buy than SKX], Twilio (TWLO) [I think time to say buy half now and buy other half when it comes down], GTN [I don’t like anything that related to local TV and local radio]

 

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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