Mad Money: 2024年11月21日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年11月21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) Demand for Nvidia products isn’t letting up, Jim Cramer says (https://www.cnbc.com/2024/11/21/demand-for-nvidia-products-isnt-letting-up-jim-cramer-says.html)

• Despite the concerns of some on Wall Street, CNBC’s Jim Cramer said demand for Nvidia’s products isn’t slowing down.
• “The demand is accelerating because the payoff is so great,” he said. “According to Jensen, for every dollar their customers put in, they’re making five smackers. That means they have no choice but to buy Nvidia’s chips.”
• Some of Nvidia’s biggest customers, like Microsoft, Meta, Amazon and Tesla will have to keep buying the products, he said.

Ticker: NVDA

(2) Executive Interview: E.l.f. CEO addresses short seller’s fraud accusations (https://www.cnbc.com/2024/11/21/elf-ceo-addresses-short-sellers-fraud-accusations.html)

• In a Thursday interview with CNBC’s Jim Cramer, E.l.f. Beauty CEO Tarang Amin denied recent accusations from a high-profile short seller who said the cosmetics company has been overstating its revenue, calling the report “absolute nonsense.”
• “The facts are, we just finished our 23rd consecutive quarter of net sales and market share growth, and our company’s extremely healthy, has terrific controls on inventory, on revenue recognition and is very well-run,” Amin said. “This is a short seller trying to manipulate the stock down at the expense of other shareholders.”

Ticker: ELF

 

(3) [No Video Clip for non-Club members] Executive Interview: Kyndryl Holdings CEO Martin Schroeter sits down with Jim Cramer (https://www.cnbc.com/video/2024/11/21/kyndryl-holdings-ceo-martin-schroeter-sits-down-with-jim-cramer.html)

Kyndryl Holdings Chairman and CEO Martin Schroeter joins ‘Mad Money’ host Jim Cramer to talk spinning off from IBM, new signings, its multi-year strategy and more.

Ticker: KD

 

(4) [No Video Clip for non-Club members] Executive Interview: Disney Experiences Chairman Josh D’Amaro talks the cruise segment’s latest additions (https://www.cnbc.com/video/2024/11/21/disney-experiences-chairman-josh-damaro-talks-the-cruise-segments-latest-additions.html)

Disney Experiences Chairman Josh D’Amaro joins ‘Mad Money’ host Jim Cramer to talk the newest additions to the Disney Cruise fleet.

Ticker: DIS

 

(5) Cramer’s Lightning Round: B&G Foods is a ‘loser’ (https://www.cnbc.com/2024/11/21/cramers-lightning-round-bg-foods-is-a-loser.html)

• Oscar Health: “Until I saw that Mark Bertolini is the CEO, I didn’t really have much in store for this. But Bertolini’s a winner and a hitter.”
• CNH Industrial: ”…Second-rater, frankly…I want to go with best of breed, and best of breed is John Deere.”
• B&G Foods: ”…The former, BGS, is a total loser and has been a loser for many, many years.”
• Rocket Lab: ”…It’s moth to flame, but I don’t know how close the moth is to the flame.”
• MicroStrategy: “It’s a Bitcoin play. I prefer to actually own Bitcoin.”

Ticker: OSCR, CNH, BGS, RKLB, MSTR

 

(6) [No Video Clip for non-Club members] CVNA, LMND, and UPST growth partially from short-sellers betting on their failure, says Jim Cramer (https://www.cnbc.com/video/2024/11/21/cvna-lmnd-and-upst-growth-partially-from-short-sellers-betting-on-their-failure-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at how short-selling is moving the markets.

Ticker: CVNA, LMND, UPST

 

Other Stocks Discussed (calls with audience): Chipotle Mexican Grill, Inc. (CMG)

 

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 (Sound from Spotify）
• Internet Archive (Video & Texts per minute）

Disclaimer

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