Mad Money w/ Jim Cramer 11/25/24
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There's always a more work in summer, and I ponder to help you find her. They have money starts now. Hey, i'm cramer.

Welcome the money. Welcome the cream. Mark a will make friends. I'm just trying to make you a little bit of money. My job is not just, but educated to try to teach.

So call me one hundred seven three cbc tweet matching prima call IT the firm ent, not wall street, but the firm. That's where scot best, the treasury sector designate, comes from. So the fence sitters and skeptics are jumping on the trump bang wine as if the president lex said, higher stock Prices and lower taxes for all.

And that's how you get today's action with without getting four and forty points. This is to an all time high. Yes, be a bit point three percent. And I like getting up point two seven percent.

Now we know there was going to be a quick first to buy, not went down trump one, but when combo haris loss, because despite the fact that the stock market didn't incredible, well, under her boss burden, the administration machine as a wild, soaked, the rich wide house, didn't matter that Harris tried to be more pro business in our campaign, didn't matter that the brothers were a huge campaign of butter. Was the general council of uber. When you're a former center from california, one of most progression states in the nation, what SHE is not? Gonna ve, you're a friend of capital.

I fit. You work for the money interest. This is no longer the bill clinton for the democratic party.

When I met the click back then, he was fascinated by the market. He had some genuine knowledge, but even more important, he had intense thirst for how IT worked. He says the democratic party, at best, has no thoughts about the stock market.

I often to get the word stock in market, when put together, become an ugly appositely network, utter when the other in president like trump was all about neos meetings when he was on the apprentice. And as present, he repeatedly said the doubles industrial average all time high and less people find more new news rating. He likes being read and he likes to win.

He wants that stock, wanted me to go up to ratify as performance. That's a big reason why the market exploded her when you want. But soon after the election, we heard that two four was over.

You heard that right? You heard the thing that was dead because a wall street loves a republican. Try vector IT doesn't love trump's. Ta proposals have basically selective a sales tax for that are only applies to imports and the countries to get hit with them tend to retaliate unpopular.

Now in our scope, bem, he is a consensus candidate, very different from the kind of guy we thought to get the job, a measure, former hedge's fun measure, who formally work for George sobar people. That is a, is IT your surprise? He's a kind of pick you make if you're trying to be as reasonable and responsible as possible part of the modern firm, the sense for the money classes, but all of those who inspired be a part of them.

What's the best give you besides a good Petered ory and stop to those who want things to be somewhat Normal. But he brings the three, three, three policy that's about from former japan's premier szot I, someone who has been reviewed for putting the solo japanese economy on from forty. Back in twenty ten, IT was called the three eros played back there three hours, three, three, three, house the work.

We have an out of control bug deficit in this country, something that should give us pose one point eight trillion dollars alone in this fiscal year that in in september, that's insted, but not nearly as insane as the thirty six trillion dollars national death we have run up with no obvious way to pay IT down anyone to try to put pender paper gar in the trump campaign gure that he takes the already busted budget and bus IT. Even worse, that was possible. I know progressive when the democratic party in their post modem, just like vice president harses the house, you present themselves as the same of person when IT came to the budget, because why goldman sax said he was golbin the most liberal of the investment houses.

But in certain circles that regards as a bastion of right in with patience poters like from its a wonderful life trouble with the other hand couldn't be bothered with anything involving the budget except to have our Alice and enemy paid down with terrace even that argument was a surpass ment he doesn't care. Promise to the self describe king of that, but best IT will his plane to cut the deficit of three percent gross measure product by twenty and but IT makes sense is prudent for cal even and IT shows that trump must be taking this stuff seriously or we wouldn't give this the job. Now there's two ways to make the national debt matter.

You can inflate your way out of that by our style, by our bad, or you can grow your way out of IT. That's where the second part of the three errors comes in. Three percent tdp growth helped the one by deregulation.

It's a cold lake story, not to much in place, not to much deflation and enough growth that we can gradually string the deficit without having to implement recondition spending cuts. Are there really that many restrictive regular parents that make IT so that things are slow in this country? okay.

Goldy ocs IT was a fair tale, but there's a theory that says the financial system has been held back for ages by federal regulations in in peak growth reality. Most state local regulations in in peak growth, but there's plenty that could be rolled back at the federal level. I said that is a small business on a serial small business creator, not a journalist.

Whatever how people think I do for living polling the third three hours produced an additional three million dollars of oil day. Now this one, a pipeline dream. I thought that myself, first, I don't I don't know if it's really possible, even if you opened up every age of federal land, which you won't be able to because there are our laws protect that land the most.

You could add right now, probably about a million barrels a day, you need all sorts of new technology. Yet beyond that, plus the oil energy would hate IT. The Price of crew will fall to the floor if we added that much production because there is not that much demand that would lead to a self fulfilling instead of cuttings acks with then certain world back probably to where is now that's a around trip but does nothing for anybody.

So you might say i'm a skeptic about all the trees I do ever like the best and also held out that he doesn't favoured jamin on huge test. So that wants of this roller is much more my style. It's certainly to can there be a legit top the bottom line change in the efficiency of our government and the cost associated with IT? Count me is skeptic about any attempt to change the government, including illness and the beacraft a swans those thing because every penny of spending in the fit budget has a constituency.

And when you add all those proposed cutbacks together, you are a matter of opposition. But that's not the point. What matters is that this treasury secretary design is a serious person, not a light deponent tion. But before him and those who believe trump couldn't get a dog of rigor in the cabinet will they've been proven wrong. Don't take my work for, take the bomb markets work for.

We are alerting about the ten year going to four point five percent tiers a few days going now we're cheery about a point eight percent year be as racing crimes in the anounced of this and getting the job that really is anything else you may regard this is putting hairs. But when you're dealing with credit, which is the largest market on earth, you see these numbers and you think happy days are. And you here again, what a switch from just a week ago.

I'd like to say that every basis point counts, and there are hundreds of baseboard. But when rates go o housing gets survived carlins get extended. The parts of the economy that are aling can recover bottom in.

That was being celebrated today, all from one nomination. Then again for wall street and for the farming of money interest, sometimes truly all that matters. Hey, why do we want to? Matthew, Matthew.

Matthew. Hey, it's Matthews. mom. Here's Matthew.

Alright .

here.

absolutely. Up as wondering.

how do you think trumps stern stance on terms and is goal for more baLanced foreign trade policy will affect overseas companies such as alibaba?

I got that also cohoes and then he's going to take over the show friday when i'm on vacation and that he's already guy game. This guy is well taking you know I don't think the trump can actually heard anybody over there. I will say this um if you did get hard terrors, then alibaba is talk would go down but math, you, why did you handle that him? What would be called the b block on friday? jerrie.

Missy Jerry.

of course. What's up here?

Jim, this beaten down little cart giant is staging to come back, and i'm glad to see some. My losses are finally being over. The last three weeks is up over fifty percent on no news this morning, I sold the night my position when IT sort sixteen percent from the open. Was I premature to start liquidating my position in hurts?

No, you weren't. This is what you have to do. I am in favor speculation.

What you have to do when you speculate is that when you have wins, you have to take some up. Again, i'm not, again, st. speculation.

I am not a cope. Ninety five percent of people on T, V would hate the fact, even a long hurts, not me. I think it's great to turn hurts, but long as you get a profit and take some of IT, then you're fine.

Otherwise, yes, I too would join the nation's gold when rates go down, parts economy that we're alien can recover. Sometimes that's all takes to push the doubt. And another record high, including an appointment of someone that no one ever heard to, esp. I have any turn. I am learning to a three part series about signs of access from across the tape we just discuss with our friend Jerry.

Or now i've got to tell you one thing though, I was going to dive in the AI and software names of big grand and you Better to write them down because I want some profits taking in some, but that's up to you. You're up big. You need to take something of the table.

Where do the pin tech alternative energy in china based companies come this market? Well, i'm doing the same thing with those. And then let at all and a close to look at some red hot trump trades up in the G.

P. Election sweep. And again, I want you to do what I told jury, to do what he was doing by himself, which is, take some profit so they won't go away. Stay with.

Cream S D O ramer on x have a question. Tweet cramer, ash tag mad mansions, send you an emailed. A mad money at C N B C com. Give a at one hundred cnbc that come. First power of C N B C prose best deal of the year track your portfolio from every angle on one optimize platform ms apply.

For the next couple of weeks, we've seen signs of access bubbling all over the stock market in all swords of places. To the point where I feel like to voting the whole show tonight to laying them all out for you. So you're prepared, be ready.

All part of the reasonable for the S P. Five hundred and a four point nine percent for the mother november that we got republican sweep on election day with promises of lower taxes and deregulation, something wall street always at doors cosy, got a rate cut from the fed a few days later. The back gives in seven haven't go on crazy either.

They've actually pretty ten this month. So if it's not in the averages with mag seven, where's all of the access that i'm talking about? Frankly, it's everywhere. It's all over the place. We'll have a remarkable rise for one off stocks one day, then something similar another stocks the next day.

You can on the crawl at the bottom of the screen every session, quick the effort, the bell, and very early in the morning into the names you ve never heard. And that try this week, what we're during the weekend, what we do business. We ran a simple screen looking for U.

S. Listed stocks that are large enough to talk about on air, with turns within fifty percent five for the month of ever. As of the closest family, there were sixty six thousand stocks fit that bill, which is an insane number.

citizens. Stocks would take oversize games well, but people are really making money provided they're also taking something off the table, no money made until something of the take. When you sit in this less, what you find are several baskets of stocks that people can stop up buying.

They just to keep their hands off. And some of these are actually a lotless legitimate than others. So let's start with the unprofiting quantum computing place.

Because the best performer of the webber, at least so far, is a company, quantum computing. That's Q U B T. For your sub understanding, five hundred and eighty eight percent.

That's possible. All but D, V, tom and iron q, both of which have more than double month to date. That lesson cells like A T, V station are not working for.

Honestly, I have no idea what's behind the sudden interest in these corum computer socks. Don't except to explain the god's of beer, you need a physics to be to get your head around IT. And trust me when I say that most of the buyers do not have while people have been talking about IT for years, it's still highly experimental.

But I do know stocks. And when you look at the history of two U B T, do you know this was a beverage company until twenty eight, when I paved IT, pivoted to being in software for coral computing. Now I failed to inspire much interest.

So in twenty twenty two, Q, U, B, T acquired q, which is the 4 of quon tonic systems right now。 There are building dr plane to make specialize materials for complicity and the stock seeds to be running on the fact that they're on track to open this facility in the first quarter next year. And this month, they announced the first few orders for their planned arizon effect.

I know actually quite a computing, but I do know that Q, U, P, T is losing money and is hardly any revenue. Through the first nine months of year IT, only wacked up three hundred and eleven thousand dollars and sales. This is six years into the quantum computing.

Private people, somehow Q U B T is a nine hundred and ten million excessive d wave point. Tum came public for us back a couple years. Go always reassuring.

And it's also one proper, but at least it's on track to make about nine million dollars in revenue this year. Is that enough? Just five, six, eighty seven million dollar market cap.

The last one, iron q is surprisingly in almost seven billion dollar company. After more than double this money. There are proper too, though I Q is expected to reach forty one million revenue this year, up about eight, eight percent twenty three.

I like that. No, just respect to these recoveries. But I think people were just region for him within a quantum and no quantum, this quantum that that seems to be a theme across all the pockets of access that were going to discuss.

Which brings me to the next group, anything with A I in the name, and that starts with A I and limited group that's fear. And forty nine percent in the mother deever. Then there's somehow A I up, sixty percent being very A I up forty two thousand three hundred fifty four percent.

The a limited group company was previously known as liver global until the name changes of july. IT hardly had any trading viam before this month when the company completed three acquisitions in the pin tech and travel industries. But for now, just know this all limit one of the hottest st talks in the work.

And despite having no revenue, no earnings, what can you do? The others stocks with A I, the name are a little bit more legitimate, and that they all have revenues, eat through and probable take see three go on the show. We ve out on the show. The analysts are expecting free internet to main revenue for twenty twenty four of twenty people in your rear, even as the losses have also steadily grown.

Now this thing came apply in late twenty twenty, and there's never been much interest in the stocks until a few weeks o the only catos I can find is that a dancy's with microsoft, we sent the stock up more than twenty four percent a single session. The stocks down, trading at nearly thirteen times shells, which is absurd for a couple of thousand, twenty three percent revenue worth, again, excessive. The river speculation, anything with A I in its name, has also bled into the enterprise soft space.

So take in data, okay, which is actually on our homework list right now. The company describes as a quote, global data engineering company and IT has a AI all over website and the date is actually profitable. And a test relations with me gives to seven customers, but multiple short sellers have targeted the company this year.

He couldn't want the ledges that make emulation ships are bastard overstated the socks up use if for inner date reporter use tobin bottle like beater. This month, they didn't think Spike within seventy five percent in a single day, even though the couple also is closed. That is received sepa from a sec and justice in third corp.

They say it's related to conduct a ledge in a shero, a losin. Percy, i'm not gonna up for a stock, is being superior by both the S. C.

C. Just power to me. I'm called on that fly. But father enterprises shot up fifty percent from november like billhooks and pounds here technologies, those are more justifiable, but that both companies are turned to profit.

Both reported strong numbers are early in the month, but bill holding sells for fifty two times issues. Earnings have mentation, while palencia traces at one hundred and seventy times earnings. I love pantier.

I'm coronet attacks asm. As you go on, there's applied opto electronics with out a hundred important hundred percent return deever. They make up to go quick. For the data center, there is canon, up nearly eighty percent, which is focused on, quote, high performance computing, chip design, chip research and development, computing equipment production and software services, and good and kind of everything, and is geometry, which related almost sixty percent IT, causes itself a quote, leading global A I power manufacturing marketplace.

Equal fero technology three percent describes a litter in three measurement, imaging and realization solutions, a point A V A point at a quote is a global leader in data security, governance and brazilians. And quo is a fifty percent. And seven doctor makes saving doctors photonics and software platforms.

And quote for autonomous driving, is that within sixty three percent in november, five of those six companies I just mentioned on proper, the lonely ous faery at R O. A other one is been around for ages. But investors only started caring about a best bum by the mine.

All right? We're seeing signs of access all over the place. People, especially in tech, and is making me a tad nervous at all because some of these stocks simply have good names and almost nothing else was just tech. Well, believe me, I could handle IT, but the access is everywhere. So stick around if the break and I walk you through, some more of them get money back.

Coming up, not sure it's the right time to get into the market cram's taking you want to trip down memory lane and letting history be his guide on when to buy stocks next.

Our goal is to empower you to be a Better regimes. teaching. I was able to learn and become financially independent in my regional.

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Like I told before the break, we're seeing areas of specular access all over this morning in a little nervous, quite computing anything with A I and IT seems some part of the enterprise soft space. They've all had observe gains this month, Brantly. They just the tip of the iceberg.

This dynamic is way beyond traditional text dox. Take the consumer financial technology space, or in tech. Robin hood, upstart holding a firm holds.

These are all up round, sixty percent for november. So first ride, more than forty percent. These are all high profile. There are also some winners.

I've never heard a day I was taking part of David theory hits and name day, okay, but as a by now paid later, chAllenger has run one hundred sixteen percent money on which calls itself a top consumer finance, superb, about one hundred two percent. Now these moves are tough to definitely ly call bubbles, rob hood, upstarted firm or reported, Better inspected or at least Better than third quarters. I think there's some truth that I did that to get a light, regular, ory environment.

Another truck that I well from, and I ve started losing money. They're both expected to begin making money starting next year, and Robert is sold, sold probably right now. In fact, even dave says l and money line are expected to turn a profit this year lightly use the only way problem is their stocks have gotten very, very expensive.

Robin trades of fifty to search sessions of forty two times, many lines of forty six. Some studies. I don't know that these valuations are justifiable.

Maybe the early going to just have a huge, but it's certainly, let's just say, these are hacked about hard than they were october. Maybe that's pause. Okay, that's pause.

Ginza, beyond thinking, there's been huge religion. Anything with the tech suffix insure tech, many insurance copies with some sort of tech kicker it's worth just trigeminal lemond up one hundred fifteen percent. Root uses tech and data science soft for Better car surrender ACE.

It's a really sixty percent hippo holdings. They love these animal names these days. Is that enabled home insurance with the nearly fifty percent game for november?

I think these things are totally accessed because all three copies are deeply unprofitable. One minutes on track to lose one dollars pursue this year for having sake. Here you go.

Then there's ad jack APP loving help mobile game developers grow and monotype er franchise and IT stuck us up almost ninety percent vant technology has suffered that for gramaw advertising purchases is up sixty percent problematic avers people of but let's focus on that problem for second because this is a great case study of what we really seem. This one was already hot before november. It's up now seven hundred percent year day.

Now I love s to find enough company. There's solid proof there. Put a strong quarter this month but was in strong enough to send the talk up seventy two percent over the course of the next two days at these levels.

Apple love IT is eight, one hundred and billion dollar. Our company, even though it's only generated a little more than four billion in sales over the past, what wants to me that's excessive, maybe that's old is maybe just excessive. What are others that we were on fighting night? We started a discussion of access in certain pockets with rocket lab USA.

That's a space focus. Copy the stock that's up one hundred seventeen percent for devel. At at the time when we ran screen this weekend, we've found several other spacecraft of screen higher november. There's intuitive machines, which makes equipment for space exploration clean some of masses, recent lunar missions, and that was up eighty eight percent.

However, read wire says that he has, quote, viable I P solar power generation and in space city faction and quite IT stop us run seventy percent global star offers low earth orbit satellite based communications, just like starting get up seventy eight percent play the lives at those satellite imaging and data inside service at what stocks up seven one percent, the strengthened spaces stocks has extended to some other adjacent markets, like drones in an electrical vertical take off landing place, red cat OK, red cats and drown maker and IT talk us more than tripped of months today. Archer aviation, one of the two best known electric vertical take off names, it's jumped to one hundred and thirty seven percent from obama. Are these more successive potential for the space and should does feel limitless and the socks of scarce y value and the absence of a publicly ded space sex? But at the end of the day, this seems like a rational jubes to not a single one of those spaces.

Stocks is expected to mate money this year. Maybe they were all too cheap in the previous months. I don't know.

We've seen some turn of energy place pop onto the list, even though that's not exactly a priority for the incoming administration. Hey has to stop bloom energy, a barely proper hard energy play from rally one hundred and seven percent. This one both say, thanks to be a deal crammer faith A R culture power to provide energy for data centers.

That's a great win for blue energy. But IT doesn't justify the company going from two point two billion a market cap to almost six billion. Hey, speaking of energy, the nuclear power complex keeps growing, especially the smaller risk are deeply unprobed.

Nano nuclear energy, new scale power, they both fell below the fifty percent mark, but they've been not on the sixty percent of fridays clothes. There's highly on the nearly sixty percent. Again, that was a part of a spack boom.

Four years got origin was working on a hydroid engine for trucks. Now is perfect to making more sustainable generators, no profits to minimum revenue. No, thank you.

Finally, some chinese companies are starting to pop up on a radar, while most chinese doctor down, which makes sense, keep president elect trumps attitude towards the people of problem. Some specific stocks theyve sw IT. Near the top of this is king soft cloud holding.

That's the chinese cloud sofa provider with hundred fifty percent. Again, month is another company called yes, that's U X, I N. Basically is the chinese carbon.

That we would have included before I felt twenty percent today. Ka, that appears to provided from new cars to the current up to two percent. Hi by the company of any couple that totally transforms this business model overnight.

Regular views know that i'm not really a much of a fan of chinese stocks to open the true heavy hitters like gale bob, but I bring these specular ones up because this week we get the second largest chinese IPO of the year when point AI comes. Now this is an autonomous driving plate seeking at four point five five billion 到 values the company raised。 The number of shares is offered last last week amid rumors that uber would be buying the deal.

I've got no edge on pony. I also note that the largest chinese IPO of the ear hasn't done much. It's up about two box forms.

May twenty twenty four offer Price of twenty one dollars for the less than temple a game. S, P, S, up nearly fifty percent of the same period. You want to tell me striving, I think, with the much easier follow and close to home.

Tesla, which I like very much. You want pony. I had the like, and this is my own analysis.

I like pink pony club. And I saw a chapel room at the night club, which is worth a lot more. The most compact. I've now describe bottom when we come back after the break, i'll cover the final group of november red hot, you probably to write them down the trump.

Those are harder figure out out because the companies in question should generally benefit generally benefit from the new administration even if their gains are excessive. Maybe it's justified excess. So stick around for the next store of build, please.

I have we go to grant. New york. grand.

Good afternoon. King cramer.

all right. How are you grand?

I'm doing well. Thank you. I just wanted to first, and for most states, an honor and privilege to speak with you, my friend.

Thanksgiving has come early. You've made my family and I A fortune of money, and you can enter for twenty plus years. Thank you.

Great of you. Wish your family happy, thankful. Ving in youtube. How can I help? Thank you.

Um I thought my thesis was that taiwan semiconductor would benefit from the um A I revolution that i'm in the house of pain, what do you think? But I hold a sell.

okay. Now see here's the problem. Taiwan semi was up at ninety five and now one hundred and eighty five was at ninety five last year, almost the jack week.

So to criticize the coming it's doubled up is really, really hard. great. I understand how you feel.

I think taiwan seme is great company. I would just hold on to IT now. We're seeing areas of specular access all over this market.

IT does make me look at our nervous when i'm doing these pieces. I think an opportunity takes a problem where you can and then they come down. You're fine. That's all i'm looking for much for money, including my final look, where access to be popping up with trump policy winners then how you how should the fed be shaping your move on's market on breaking down and don't fight the fed mentor and all your calls, rapid fires and notification of the lighting round to stay with.

Tonight devoted half the show that calling out some areas of access in the market, areas of irrational exuberance that concern me. We've seen multiple groups make extreme moves to the upside qual computers, anything with A I at the some parts of the propper fin ch insurance, not to mention the space stocks of fuel turned energy plays at the handful speak chinese stocks on no one.

But there's a couple more groups that have had huge gains this month. It's just that those gains are maybe much easier justify. I'm talking about the trump trades companies that should benefit enormous y from republican.

Try that. And for example, ple, the two big private prisons, opper geo group and core civic, have related eighty five and fifty nine percent respect to this is the beginning of november. These tend to be winners whenever the G O P is in power, but they're alling particularly hard this time because trump ran on an agenda, mass deportations.

Keep in mind, the geo group, in course, fc work from the two thousand sixteen election to trump s and augment day in Jerry, twenty and seventeen. But then they spent most of the next four years going a lower. My view legitimate is here, the gains are so extreme that I worried they are running out of upside.

Left me another example, a type of small list oil service stocks in pop this month. Now, one of the few things that we know for certain about president like trumps economic agenda is that he wants our country blues. Even moral than is doing is new pic for treasury, a secretary that Scott has advocated for the country to produce an incremental three million BIOS of oil per days.

As I said at the top of the show and is proposed, energy checker feels like an oil except for the the drop might be dw agenda is fairly obvious. Good news for the oil service place the couples involved in getting the resources out of the gram, even if that might hurt because the producers have be in be putting a lot of downtown pressure on oil, gas Prices. Oh ay, that's what happened in twenty six.

The big three oil service stamps, absolutely harbor and big use are all up big for november, meaning some smaller Operators came out nowhere, landed on our list of the markets, hot socks. So there is energy infrastructure specialists and distributed power generation systems and raw materials used in oil and natural gas. S it's in the stocks jum seventy three percent.

Aris water solutions offers water management, recycling and supplies took 是 in the premium based。 It's up within sixty two percent in veer chart industries. Es makes highly engineered equipment used in the engineering in the energy production process, and it's from up fifty percent.

That doesn't talk. We use the reminder time when we first started in the shell. Once again, big moods there.

I can say the unreasonable. These are three very profile businesses, reasonable valuations. They're about to face a much more beni regular ory environment. What else? Oh, here's a total finny may and pretty map.

Two, government sponsor Prices, the pop up, the more age market, have seen their stocks more than double on hopes that trump l recapitalized. And released these these countries don't have remember them from the twenty, from the great recession of boy, they were front center. I don't only get to deep in the weeds on this tonight because it's a couple of situation, but in general makes sense for fine for value in this republic to sweep.

There are plenty of one of trump trades to like tela, which is up thirty five percent for remember, this is all thanks to CEO a special with present life. Of course, I must starts getting on. Trump serves well. You can see a serious pull bap. But you know what? I'd be a liar.

We just so, because I am a believer, must leadership? How about natural grocers by violent college, which up when suddenly ly one percent of the month? This dock, which I ve never heard of, IT resume regular, the point in of k junior, A K Bobby junior, a secretary of health human services.

It's got some nut abuse on vaccine. I am little critical, big farmer, but is also a health food night. Still that seventy one percent run in a little no natural grocer colonic cessions camera fave sparse family markets are running, run up fifteen percent of the day and is part of the same theme out.

Then again, spouse was all doing great on its own before the election. Is is a really high party Opera that like very much. Finally, there's the big one. And you know what that is? That's bitcoin. Bitcoin itself is climb from just under seventy thousand as a election night to just a shade under hundred thousand and friday for pull back to below ninety five thousand today.

Now that really is taking up, actually, the whole cypher currency ecosystem marigold's not related to the the gave way ark one fifty percent 7 basis of seventy ci strategy， a former software company, they nail pretty much of leverage. Bitcoin fine as sharp, sixty five percent. Obviously, the gains in cyphered, especially the big queen ecosystem, seems, but again, they aren't without reason.

We're going from a bite machine that was pretty antagonistic towards cyp to to a second trouble administration. The promise be incredibly ripped, so friendly. What should that be worth to the big coin related stocks? Well, we are going from an eternal st. Government, which has tried to rein in the excess of critter, to one that actively supports the going.

Although the other forms of crypto seem to have been left, when the president talks about a ratio c big coin preserve, you are going to see holding a bitcoin and is going to work in favor of the holders, or at least the holders as they call themselves. Let's accept the owning actual bitcoin or nt at the track. IT is a nice hedge.

Guess our government turning on the printing presses to paper the deficit. So call me in favor of oni bickle in and also, by the way, buying some the theory of which IOS fAllen badly behind bitcoin. I'm a believer, but these are hedges for me.

And if you're hoarding crypto, be ready for the breakdown. No one ths can come. So what's the take away from all these successive moves are been following first, I certainly don't love seeing so much access in the market.

I did my best tonight not to get too specific with any one of these red hot, some other gains may well be justified most. I expect them probably not. That said, i'm not trying to separate the wheat from the chaff tonight.

I just want you to know that there's an insane amount of undisciplined buying in this market from people who seem that no sense. Prices, valuation and that does concern IT, makes me think that we could be closer to the top, at least in this kind of company. Even if it's just a short term top, then we are to the beginning of this move.

Then again, I don't want to come off the school. I don't want to be a school. I'm generally pretty encouraging speculation of public, the only personal T.

V, who is I in favorite? But you got to be smart about IT. And you only do IT with money, say, let's look, twenty percent of your individual stock.

But you know more than that, please. However, when you have so many enormous gains, you can just keep going all in. You have to ring the register and takes something off the table that's prudent speculation and call me a print speculate.

So here's the bottom as I see IT with the night of the holiday week that just begun. If you had the good fortune to participate in some of these similar excessive moves, I think you can, thanks to your gates. And that means taking some profits if you're city, on huge win, especially anything like a double and triple in just over three weeks time IT doesn't mean you have to sell your entire position.

Not at all, you can keep someone. But trust me when I say these types of runs are highly unusual and they do tend to face a lot of so take what's been given. You give thanks for your games and make sure you're not letting winds turn into losses.

Do IT for me. We will all feel Better with money in the back. If you can take at your cost spaces, do so, and then you can let the rest. You'll never turn a profit in the loss that way. If you take the initial capture of the made money is back and food.

But coming up, cramer takes your calls and the skies limit fast fire lighting next.

And then the lighting that is over, are you ready? Skid that light room. Brian.

哎， jm, you know, I realized that i've been washing you for half of my life in nineteen years. I love the show. I love I, A straight to the point, no sure, coding, beautiful thing.

I to let, I let S Y O K S is a look. This is a robot. I robotics.

This is a very hot sector. The good news here, this company does make money. And so therefore i'm going to bless IT as a buy. It's going to Steve and call of Steve. You go for what's hey.

i'm doing great. Thank you so much for taking my call and thank you so much for help. And all of us small .

and I know how help.

Hey, I want to give a big shout out to my sister and loss savana. And as canada, california turned me on to this show in two thousand and seven, SHE SHE said that was a crazy guy who talks stocks.

All the time and tells a man, thank you. They go. Thank you very much and thank body gather right now, right here.

Hey, I ve loved this talk I want to talk about for many years. This may be a lot of money. I've i've on at seven, two of seven and o and I actually sold out my position a few months ago and get over and I was looking for a dividend stocks.

But um I noticed that just stocked with down twenty two percent overnight. And I listened to the conference call like you advise us to do. And IT is tech rotech, a casually of the new administration tech. A tech is a very.

very good company that is lucrative, that does a managing consulting. And yes, IT reported a kind of three quarter at the exact same time that does that. That basically the muslims want me took aim at companies like this.

That's what happened. I want to thank you for the kind comments, but I also tell you, I didn't think the quarter was that bit. I actually inclined to buy. T, T, E, K. Let's go to join in the genia jaw.

Hello, jim. Thanks to you from. I lindy, P, L C sucks to L I N.

And IT was press all divided. We investors, what is your highly respected opinion of this stock? OK.

my chapel trust owns IT is a poor fifty five and would not surprisingly, we had the company on recently. IT was not properly if that suck to go to five hundred. IT is not expect to the stock and is a very good company that actually is held against IT.

Very good. We should not be left by the way side. Lindy is a terrific company to gym in washington, gym .

after primer. Thank you for taking my call.

Thank you for taking my day.

Thank you for all the help.

How to my best .

i'm a long time lester, first time caller charter club member and I watch you to know i'm yt bought many years ready oh.

man of vintage ebay, definitely. What's up my question?

This group fill corporation b.

okay, this stock has been pretty much straight up. And you know what? It's not done.

This is a very smart asset managment company. I am actually jealous of how smart they are, how little publicity they get. And that lighting row, the .

lighting row is sponsored by Charles wab.

You will be second tire of hearing you, but you need to be said when the fed gives you a great cutting, you have to suspend your critical faculties, hold your nose and just if that is your friend right now and rushing your friends, good bed. As we've seen over and over yet, consider the case of home depo.

When I reported the quarter was OK nothing to write home about fill with negative same store sales numbers, both future in pass the despot reported with long term industry like they were headed in higher maybe watch hr ten years from them from poor point to four point five, from four point three just a couple years ago, even though the food was cutting rates and looked like IT wasn't have much of the impacts on the stock market. I had faith a long routes would come back down like they did today, but alone because, because I learned from the best. When I first really got into investing in law school, i'd watched wall street week this fabulous day.

I shown pps, which, by luu time we just stop for me, let everyone else go bosom steam while writing here I sit back out of my little black and way TV. I'd learned each week we would have a special guess, often a person news from wall street to knew a great deal about a group of stocks, which are later learn, where people from research of proms in the strange world programs, the real star that h that was easy, was always more wide, this incredibly understated money matter. And professor, who, when he spoke, even as a panels ever so briefly, well, I would shut the heck up to, I love Martin simplicity.

That was, don't fight the tape, which I would still, still into something like when stocks are going hard by them and when stocks going lower. And then there was that, don't fight the that. Now, this was a phrase to totally miss.

Finally, how could you fight the fed? I mean, how, how could you be friend of IT? What does mean me, the fence? But the insert means that when the feds trying to regnie economy, you need to get on board. You have the fine stocks to buy and buy now, even to like them.

You, to me, think in the future more than you pass well, a long time ago, tell you that near term is do not count if lower term rates went higher as the fed started cutting rates like they did this time. He said that couldn't less defect is too powerful, even more powerful than the bomb market. So if you get a chance to do subhi because things seem weaker, you have to hold your nose and pull.

Don't be misled by the action. Just trust your buddy, pal, friend, the federal ert. Now we've buy home deepa for the travel trust were important selves.

Master stocks just kept hit any bits that they are, including mine. I didn't care. I was warm with the market history that refuse that they give body's.

Why the well in four montors don't fight the tape and don't fight the fed gives you the conference to buy whenever else is selling. When you get lower short term rates, at least with a lot of homework loans repair on the model, you get cuts in short rates. You will only see longer rates coming down too.

So IT doesn't matter what whom deepo says, that only matters what the fed does. And that how you get this rifle from the stock, the stock, eight thousand changes in a new. You get a we in this week where managment wasn't all that bullsh about business until twenty seven, but the stock been running big since.

And why? Because the fed can be be now some of these gains also came because the treasury sectary design did talk about graduate facing and terraces, which could give both companies more time to adapt to what would be a costly adjustment. But what really matters is that when the fed wants the housing market to come back to life, we have the least turn over in thirty years.

It's coming back to life, whether IT once to or night, something for all you bears out there to think. About is always about. Sometimes I just feel you here, my money.

All opinions expressed by jim cramer on this podcast are solely cram's opinions and do not reflect to the opinions of C N B C, N B C universal or their parent company or affiloir tes, and may have been previously disseminated by cramer on television, radio, internet or another medium. You should not treat any opinion expressed by jim ramer as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his onion cram's opinions are based upon information he considers reliable, but neither cnb nor its to fillies and or subsidies weren't its competence or accuracy, and IT should not be relied upon as such. To view the full mad money disclaimer, please vic N B C dot com forward flash mad .

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