@jimcramer

Host of @madmoneyoncnbc and I run the CNBC Investing Club. My new book is out now: https://xitter.cf/t.co/autOFQ2NP0

 New York City
madmoney.cnbc.com
Joined March 2008
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  • Followers2.5M
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WTI now down big...
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I see some stocks roaring-constellation brands, KO and i think i am a prisoner of Coreweave and i am breaking out
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Taking up numbers, Nucor
People
@peopleOct 20
Jenna Ortega Wears Dress Made from Steel Rods to ‘Klara and the Sun’ Screening, Says It’s ‘Fitting with the Film’ (Exclusive) people.com/jenna-ortega-wear…

Jenna Ortega Wears Dress Made from Steel Rods to ‘Klara and the Sun’ Screening, Says It’s ‘Fitting...

Jenna Ortega spoke exclusively to PEOPLE about her choice of dress while attending a ‘Klara and the Sun’ screening in New York City on Monday, Oct. 19. She said the dress, handmade out of steel rods,...

people.com
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So bullish; no one cares NOW
Javier Blas
@JavierBlasOct 20
CHART OF THE DAY: LNG prices rise to a 4-year high, above $30 per mBtu. To put it into context, US/Canadian nat gas prices remain at ~$3 per mBtu. The American heavy industry (particularly chemical/fertilizer) is enjoying a huge feedstock cost advantage.
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If the day is over before it starts it is quite dispiriting, isn't it?
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It's not "can the data center be cordoned." It's more like "it is cordoned" because it has become a fight not worth fighting
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oil is now rampaging, some Korean company no one has ever heard of takes the data center complex down. Is this just a JNJ day?
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Kospi down, data center complex slaughtered? Is is possible to break the linkage. Today's biz
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The short sellers' best friend, credit default swaps. Nothing gets a reporter's attention like a lot of CDS buying. Then the reporters can sink their teeth into the wounded-by-cds prey!!
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You can always tell a weak group when some company in its cohort you never heard of, Elice, flops in its Korean IPO and it brings down the stocks of other companies simply because it was a terrible deal...
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Potential Nscale deal with Anthropic for that giant Monarch West Virginia campus could be the savior this group needs. Huge numbers and Caterpillar turbines hooked up to nat gas hubs...
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I am not concerned about the Kenvue Tylenol lawsuits... Very hard to prove any sort of causation. This is NOT talc
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Or the president could have the government take stakes in all of the neoclouds to "beat the Chinese"
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Here's the issue: Coreweave has no innate defense. There can't be a buyback or a dividend. There could be a debt buyback arbitrage i guess. But no matter what Michael Intrator: CANCEL YOUR SELLING
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Jeez, cleaned out the sellers nicely. Very strong
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So Gartner's Lovelock will take a big swipe at data centers, beware, after that could be smooth sailing. But wait until hoe vociferous he is before you buy your next quarter
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Tragic
The Atlantic
@TheAtlanticOct 19
Donald Trump has abandoned the Western order, turning America into a Russian ally, @RadioFreeTom argues: theatln.tc/ZkAeQt3l
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If you want to buy the stocks that opened up way to high, maybe buy a 1/4 of what you wanted?
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a tripartite conference over Ukraine without Ukraine (China, U.S. Russia) must not be allowed to occur
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Let's hold this Ukraine-Russia conference in Munich and invite Benes because that's the Price of Peace
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