Mad Money: 2024年3月18日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年3月18日(月)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 Nvidia will ‘create the next industrial revolution’ (https://www.cnbc.com/2024/03/18/jim-cramer-says-nvidia-will-create-the-next-industrial-revolution.html)

• CNBC’s Jim Cramer on Monday said he believes Nvidia will revolutionize enterprise.
• Cramer said Nvidia wields immense power because its software can speed up processes and innovation, as well as cut costs, for companies in a wide array of sectors.
• To Cramer, Nvidia’s market value isn’t as apparent as tech peers like Microsoft, Alphabet or Amazon, which offer services that are clearly seen as valuable by consumers.

Ticker:  NVDA

(2) [No Video Clip for non-Club members] Executive Interview: Prologis CEO Hamid Moghadam goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/03/18/prologis-ceo-hamid-moghadam-goes-one-on-one-with-jim-cramer.html)

Prologis Co-Founder, Chairman and CEO Hamid Moghadam joins ‘Mad Money’ host Jim Cramer to talk the state of REIT’s, the real estate market, AI implementation and more.

Ticker: PLD

 

(3) Executive Interview: CrowdStrike CEO on why his company is partnering with Nvidia: ‘We’ve got the data, they’ve got the power and the software’ (https://www.cnbc.com/2024/03/18/crowdstrike-ceo-explains-why-his-company-is-partnering-with-nvidia.html)

• CrowdStrike CEO George Kurtz told CNBC’s Jim Cramer how Nvidia’s technology can leverage his company’s services.
• “What we’re talking about with Nvidia, as a producer of mass amounts of security data, is to be able to leverage their Morpheus framework to allow our customers to bring their own LLM models,” Kurtz said. “We’ve got the data, they’ve got the power and the software.”

Ticker: CRDW

 

(4) [No Video Clip for non-Club members] ON Semi CEO Hassane El-Khoury sits down with Jim Cramer (https://www.cnbc.com/video/2024/03/18/on-semi-ceo-hassane-el-khoury-sits-down-with-jim-cramer.html)

ON Semi President and CEO Hassane El-Khoury joins ‘Mad Money’ host Jim Cramer to talk the impact of the EV slowdown on its business, what’s next for the company, the state of its supply chain and more.

Ticker: ON

 

(5) Cramer’s Lightning Round: Datadog is a ‘dynamite company’ (https://www.cnbc.com/2024/03/18/cramers-lightning-round-datadog-is-a-dynamite-company.html)

• Marvell Technology: “It had a mixed quarter…We got to wait.”
• Datadog: “I think it is a dynamite company, and it is a buy. It is expensive, but they really know what they’re doing.”
• Centrus Energy: “Very speculative situation. I want you to buy the GE spinoff that’s coming, it’s Vernova. That has got nuke, and I love the balance sheet, and I love what the company’s doing, and you want to be a little diversified.”
• Altimmune: “That is an absolute, without a doubt, high-risk stock, when you could have Eli Lilly.”
• Lantheus: “I’ve been preferring RadNet, because I think they’ve got a better business model.”
• SoFi: “They were doing great, and then they did this convertible bond, and it just wrecked the stock…The stock has just been in the dog house ever since, and I don’t like it when I tell people to buy a stock and it’s staying in the dog house. We got to find out what the heck is going on there.”
• On Holding: “Controversial quarter…I am on the fence on On.”

Ticker: MRVL [wait], DDOG [buy], LEU [speculative], ALT [buy LLY], LNTH, SOFI [dog house], ONON

 

(6) [No Video Clip for non-Club members] Don’t sell Alphabet because of the stock’s optionality, says Jim Cramer (https://www.cnbc.com/video/2024/03/18/dont-sell-alphabet-because-of-the-stocks-optionality-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a look at what an Apple-Alphabet AI partnership could look like.

Ticker: AAPL. GOOGL [held for charitable trust]

 

Other Stocks Discussed (calls with audience): Oracle (ORCL) [probably going higher, inexpensive stock], Barrick (GOLD) [I have been disappointing], Walmart (WMT) [buy buy buy], Tesla (TSLA) [start position right now],

 

参考: この日の放送に関するその他のサイトへのリンク 

• Podcast at Spotify (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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