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2025年11月11日(火)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) As OpenAI spends billions, Jim Cramer says the number of winning AI stocks could narrow (https://www.cnbc.com/2025/11/11/jim-cramer-winning-ai-stocks-narrow.html)
- CNBC’s Jim Cramer expressed concern about OpenAI’s ability to pay the billions it’s committed to spend on artificial intelligence infrastructure.
- He suggested some AI companies might start to underperform after months of easy gains across the board.
- “In this kind of environment, you need to start diversifying into other growth areas, perhaps in time to keep all the king’s horses and all the king’s men sidelined,” he said.
Bottom Line: In this environment, you need to start diversifying into other growth areas.
(2) [No Video Clip for non-Club members] Executive Interview: Lockheed Martin CEO Jim Taiclet goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2025/11/11/lockheed-martin-ceo-jim-taiclet-goes-one-on-one-with-jim-cramer.html)
Lockheed Martin CEO Jim Taiclet joins ‘Mad Money’ host Jim Cramer to talk the company’s work hiring Veterans, geopolitical conflicts, and more.
Ticker: LMT
(3) [No Video Clip for non-Club members] Off-the-Chart: Jim Cramer: The HYG’s upward trend is mirroring the S&P 500 (https://www.cnbc.com/video/2025/11/11/jim-cramer-the-hygs-upward-trend-is-mirroring-the-sp-500.html)
‘Mad Money’ host Jim Cramer talks the technical trends in the bond market.
Ticker: META, SBUX, ICE
(4) [No Video Clip for non-Club members] GSIT is an intriguing but risky story, not one I am comfortable recommending now, says Jim Cramer (https://www.cnbc.com/video/2025/11/11/gsit-is-an-intriguing-but-risky-story-not-one-i-am-comfortable-recommending-now-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer does his homework on GSI Technology.
Ticker: GSIT
(5) Cramer’s Lighting Round: ‘You want to stay in’ Amphenol (https://www.cnbc.com/2025/11/11/cramers-lighting-round-you-want-to-stay-in-amphenol.html)
- Aquestive Therapeutics: “I think it’s a very interesting spec.”
- Joby Aviation: “They’re losing too much money.”
Ticker: AQST, JOBY
(6) There could be a buying opportunity in consumer packaged goods stocks, Jim Cramer says (https://www.cnbc.com/2025/11/11/jim-cramer-on-consumer-packaged-goods-buying-opportunity.html)
- CNBC’s Jim Cramer picked several packaged goods companies that can be bought on weakness, including Procter & Gamble and Kimberly-Clark.
- He suggested these stocks might be close to bottoming because inflation could be at a peak, and the Trump administration has created a more favorable environment for mergers and acquisitions.
- “Sometimes, when stocks are doing badly, I get worried — not because I want to get out, but because I wonder if I might be missing a once in a generational bottom,” he said.
Other Stocks Discussed (calls with audience): Elf Beauty (ELF) [I think it’s a buy], AppLovin (APP) [Amazing company; I like it very much], Hartz (HTZ)
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）
- InternetArchive（1分毎のビデオ＆テキスト）
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