Mad Money: 2025年2月5日(水)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年2月5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 explains how to find buying opportunities in this market (https://www.cnbc.com/2025/02/05/jim-cramer-explains-how-to-find-buying-opportunities-in-this-market.html)

CNBC’s Jim Cramer reviewed recent market action as earnings season stretches on, telling investors how to spot unwarranted declines in stocks that lead to solid buying opportunities.
“This market has the memory of a mayfly – that creates a ton of opportunities,” he said.

 

(2) [No Video Clip for non-Club members] We need to see if the market’s reaction to Alphabet’s capex is an exception, says Jim Cramer (https://www.cnbc.com/video/2025/02/05/we-need-to-see-if-the-markets-reaction-to-alphabets-capex-is-an-exception-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks into Big Tech weighing on the markets.

Ticker: GOOGL

 

(3) [No Video Clip for non-Club members]  Uber is worth buying into this weakness, says Jim Cramer (https://www.cnbc.com/video/2025/02/05/uber-is-worth-buying-into-this-weakness-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at what is causing Uber’s stock to pump the breaks and how to navigate the weakness.

Ticker: UBER

 

(4) Executive Interview: Columbia Sportswear CEO talks tariff impact: ‘We need some surety about what’s going to happen’ (https://www.cnbc.com/2025/02/05/columbia-sportswear-ceo-on-tariffs-we-need-some-surety.html)

• In a Wednesday interview with CNBC’s Jim Cramer, Columbia Sportswear CEO Tim Boyle said his company needs more clarity about global tariff decisions in order to plan for what’s to come.
• “It’s a dampening effect,” he said. “But, more importantly, we need some surety about what is going to happen, what’s the future.”

Ticker: COLM

 

(5) Cramer’s Lightning Round: Don’t buy Bitdeer (https://www.cnbc.com/2025/02/05/cramers-lightning-round-dont-buy-bitdeer.html)

• Booz Allen Hamilton: “I think that there are a lot of people fleeing this stock because of DOGE, and I think that they think this is somehow going to be front and center to the problem. I don’t think that’s the case. I think it’s going to be the, the big military contractors that they’re really going to go after.”
• Manhattan Associates: “That stock got clubbed…I cannot believe how much that thing went down.”
• Alliance Resource Partners: “It’s intriguing to me, because I think the president doesn’t believe in traditional global warming. If that’s the case, then he must really like coal. I’m not a big fan of coal, but that has to do more because I believe in the science.”
• Bitdeer: ”[don’t buy, don’t buy] I think you should just buy Bitcoin.”
• SoFi: “I would not buy it at this level…Let it come in.”
• Redwire: “I think we just have to kind of hold off.”

Ticker: BAH, MANH, ARLP, BTDR, SOFI, RDW

 

(6) [No Video Clip for non-Club members] Private label is not growing that much, but it’s a force keeping prices down, says Jim Cramer (https://www.cnbc.com/video/2025/02/05/private-label-is-not-growing-that-much-but-its-a-force-keeping-prices-down-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at the impact of private labels in the packaged goods space.

 

Other Stocks Discussed (calls with audience): Chevron (CVX) [it’s one of the safest dividend, I bless to own it], Salesforce (CRM) [stay in, if decline  buy more], Marriott International (MAR) [buy some and let it go down], General Motors (GM) [You own this stock, I will be a buyer after decline per F], Crowdstrike (CRWD) [It’s now past where it was when they had that outrage. And George Kurtz is the real deal], Soundhound AI (SOUN) [The stock is a little elevated]

 

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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