Summary: Recommends buying United Airlines; stock has gotten too cheap.

structural marker; pre-classified as canonical yfinance ticker

Kirby-my hero.. but he is a humble man.. I recommend people buy this stock. it has gotten too cheap  United


Summary: Own Apple long-term; demand trumps supply shortages.

Apple--own it, don't trade it. the shortages are not as important as demand!!  https://t.co/GUkgq8DNo3 mantra


Summary: Sell Gamestop; meme stocks are overvalued and gains should be taken before they reverse.

At the risk of antagonizing thousands, you know that these meme stocks are overvalued. You have done well. If you haven't sold....
You have hated me since i said sell Gamestop at $400. Keep hating me but don't turn a gain into a loss


Summary: Bullish AXP on strong Millennial/GenZ sign-up rate driving durable growth.

The amazing things about American Express is the Millennial GenZ sign-up rate. And they are going places. Not really a Great Resignation as much as an attempt to see world YOLO


Summary: Decisively bullish on AMD.


Summary: Decisive long stance on Apple; own it as a long-term hold, don't trade around it.


Summary: Long F on strong quarter; short NOW after running too hard; long PYPL on excellent results; long FB — sell-off overdone, must buy back.

The $F, Ford q, was incredibly good. $NOW? Ran into the q too hard... $PYPL? Excellent but cautious as always about  $EBAY break-up... $FB if you sell it you will have to buy it back soon as the boilerplate negativity has gotten a little weary..


Summary: Most impressed by AMD, then GOOGL, AAPL, SBUX earnings surprises tonight; implied bullish all four.

of the big surprises tonight i am most impressed with $AMD and then $GOOGL and then $AAPL and then $SBUX


inexpensive versus the consequences $REGN

Summary: Bullish REGN; endorses the $2.94B govt contract as inexpensive relative to consequences, implying durable demand.

US govt buys additional 1.4 million doses of Regeneron antibody cocktail for #covid19, to be provided at no cost to patients.

Price to govt is $2,100/dose = $2.94B contract

https://t.co/JTUhmDwbPo


Summary: Avoid Zillow; author dismisses the relief over home-buying binge as misplaced and issues a stay-away call.

People are cheering that Zillow didn't completely blow itself up with this idiotic home buying binge. I take a different tack: stay away .


Summary: Lightspeed POS poised to break out of sideways pattern, implying upside from here.

Lightspeed POS Looks to Break Out of Sideways Trading Pattern: @BruceKamich  https://t.co/QMEP5bIYL9


Summary: Micron numbers will come down but selloff may be overdone; implicitly contrarian long vs market's bearish positioning.

Micron is tricky.. they will all have to bring down numbers... but it may not be the disaster people are playing it as.


Even after this denouement i still like Disney!!

Summary: Still bullish Disney despite recent selloff/disappointment.


Summary: High-conviction long ABT as the best investment in the current uncertain environment.

I remain resolute that Abbott Labs is the best way to invest in this tenuous moment.. I will be talking about it on the AAPlus call next Wednesday. Thanks for all of the kind words club members. I will do my best to live up to your kindness.  https://t.co/2Cj9QmVLog


I am steadfast in liking $GOLD and $NET--two simply great ones

Summary: Steadfastly bullish on both Barrick Gold and Cloudflare as simply great companies.


love the expense and return of capital stories from Wells Fargo

Summary: Bullish WFC on expense discipline and return-of-capital narrative.


Summary: Bearish Clorox: author shares/adopts a sell call based on chart signals and earnings miss.

industry='Household & Personal Products'

Wipe Clorox From Your Portfolio Based on Its Charts and Earnings Miss: @BruceKamich  https://t.co/FEfT50j7rL


Summary: Bullish WYNN as the best China play; not done running.

No i don't think $WYNN is done. Best way to play "china"  https://t.co/2Cj9QmVLog call tomorrow will emphasize it


$LYFT makes strong case that unemployment benefits are truly distorting the labor market and that there will be many more drivers when they expire. Good as there is a shortage

Summary: Bullish LYFT: driver shortage to ease when unemployment benefits expire, improving supply-demand dynamics.


Summary: Bullish AAPL as the premier bond issuer benefiting from low/falling yields environment.

again, great time to be an issuer. Apple is the premier issuer..  $AAPL

".. we think bond yields now discount an unduly pessimistic view of the medium- to long-term outlook. ..  private sector balance sheets in aggregate are stronger than before the pandemic. .. We forecast the 10-year US Treasury yield will end this year at 1.75%." @CapEconUS


Summary: Suggests Ford is undervalued relative to EV startup comparisons; implied bullish.

Enough with the versus Ford. Maybe Ford is cheap?  Check out our investment club on Ford...

Lucid became the latest electric-vehicle startup to rival Ford in market value, in another example of how investor enthusiasm is intensifying for car companies that shun gasoline https://t.co/lEDtVbfKpJ


Summary: Cramer dismisses the top call on NUE; two plant expansions not enough to signal a peak — implicitly bullish.

i think two expansions of steel plants does not a top make...

@LuisDiazValdez3 @ls40095 @TheStreet @jimcramer Yea it's an ugly tape...have materials like NUE put in a top? Don't know ...These issues going on in china seem to be problematic for the global economy...China came in & jawbone lumber futures @ the peak of 1600ish & now they back below 500...


Summary: Holding Ford as a large position; expects the stock to go much higher.

i would stick with Ford which is one of the largest positions in my charitable trust and i think it can go much higher….. https://t.co/nFBLvPpEEn


Summary: Avoid Zillow after deeply negative impression of management on the conference call.

I don't think i could ever own Zillow's stock again after listening to that miserable arrogant, clueless conference call last night. Benchmark of suboptimal thinking


Summary: Shares/endorses bearish view that Walmart is set up for profit-taking.

Walmart Is Positioned for Some Profit Taking: @Sarge986  https://t.co/ElVFvmamFD


Summary: Hold WYNN — author advises not taking profits yet.

Do not take profits yet in $WYNN and a host of other thoughts on today's  https://t.co/2Cj9QmVLog club call at 11:30.. trial, join, don't miss


That micron quarterly guide is awful which is why it is down so much

Summary: Bearish MU on awful quarterly guidance driving the selloff.


Summary: Blowout earnings verdict on Abbott; implied durable bullish stance.

I do have to hail this Abbott as a true blow out-- for https://t.co/iUyrYIMmXl.. sign up for my morning note


Summary: Cautions against sizing up Boeing on unconfirmed China order; suggests waiting for the quarter before committing.

If you are buying Boeing off of the unsourced China order story, i think you should be small, not big.. Wait for the quarter...


Summary: Bullish COST; holds it and wishes the position were larger after a blowout result.

Costco was so blow away that it's hard to comprehend doing that much business!!  The trust has owned COST forever and we wish we had more!


Paypal closing in on an almost 100 point decline from its high. Your job as a portfolio manager is to separate fact from fear

Summary: Implicit buy call on PYPL after ~100pt decline from high; urges separating fact from fear at depressed levels.

Paypal closing in on an almost 100 point decline from its high. People always ask "why didn't i buy that company's stock when it was down." the answer is that the sellers make it too frightening. Your job as a portfolio manager is to separate fact from fear . Investment club


Summary: Near-term short squeeze in natural gas but ultimately bearish — ample supply will drive price down after winter.

My judgment; short squeeze in natural gas lasts throughout the winter but the price will ultimately come down because there is ample supply...


Summary: Exited BMY to hold LLY, which the author calls 'so special' — decisive bullish stance on LLY.

@WilfredFrost you are a total gent.. Yes to have to trade out of the rest of Bristol Myyyeeers was hard, but $LLY is so special..  https://t.co/QpVtlEWHLN.
It was tough to part with BMY but when you read the missive you will know why it had to be done


Summary: If COVID peaks in 2-3 weeks, avoid utilities and consumer staples — everything else is a buy.

If covid peaks you are going to want to own everything except utilities and consumer packaged goods

"The more observable trend is what is going on in the UK, where cases are clearly coming down at this point," @ScottGottliebMD. "If the UK is turning the corner, it's a pretty good indication we are further into this than we think. Maybe 2-3 weeks from seeing our own plateau." https://t.co/3BpIKaxm7q


Summary: Expects XBIO to dump after pump promotion by whamma-jammas.

the whamma-jammas are pushing Xenetic Bio today.. $XBIO.. be prepared for the dump


there comes a time when all the institutions that got 10% of their Rivian position are caught up on the other 90% and i think we are there

Summary: Institutions have completed building their Rivian positions; implied buying pressure exhausted or fully absorbed — bullish inflection point.

Remember, there comes a time when all the institutions that got 10%of their Rivian position are caught up on the other 90% and i think we are there.


I would take profits in the oils for the moment..

Summary: Recommends taking profits in oil stocks/commodity for now; implied bearish near-term.


Summary: Bullish on V, MA, PYPL, GPN; rejects institutional bearish thesis that BNPL/fintech fintechs will displace them.

You have to understand the way institutions think. There have been gigantic sellers of $V, $MA, $PYPL and $GPN betting the growth is over and it's all going to be Affirm, Upstart, Klarna, Stripe..I like all of those buy i am not buying the negativity. Right here, right here


i like this move VERY much. Accretive and multiple raising.. Buy Oracle

Summary: Strongly bullish on Oracle's $28B Cerner acquisition; calls it accretive and multiple-raising.

Oracle snags Cerner in $28B mega deal to make a big move into healthcare https://t.co/BrpGS8YhRL by @ron_miller


Summary: Still bullish GFS; considers it the best of recent IPOs and continues to favor it.

$GFS, Global Foundries is one of our faves... the best of the recent ipos and i STILL like it.


Summary: Continues to champion HOOD; skeptical of buying at current levels but overall bullish stance on the name.

@ScottWapnerCNBC i think to buy it up here after we have said buy $HOOD is really bad news. I mean come on. I was made fun of for championing this thing..


what an opportunity to buy it below $100!! owned by the charitable trust -- we are just getting started!

Summary: Bullish Morgan Stanley below $100; owned in charitable trust and sees more upside ahead.

Gorman is so good.. what an opportunity to buy it below $100!! owned by the charitable trust -- for the https://t.co/GUkgq8mbZt  we are just getting started!


Summary: Bullish RL; expects it to reclaim prior highs after post-earnings selloff reversal.

Ralph Lauren has a very good q and it got crushed. Now it is coming back and i think it can take out the high


nvidia is a stay at home stock as much as any! i would buy some

Summary: Buy NVDA; framed as a stay-at-home beneficiary.


Summary: Charts of Newell Brands look bearish per Kamich analysis being shared.

Charts of Sharpie Maker Newell Brands Aren't Too Sharp: @BruceKamich  https://t.co/pkGjRF4JjZ


IBM beats top and bottom with strong Red Hat... and dividend safe . big f/c/f

Summary: Bullish IBM: beat on revenue and earnings, strong Red Hat, dividend safe, big free cash flow.


Summary: Bullish MRVL as a resting name set to move on high-end chip momentum.

Yeah, QCOM was great. that's going to move the highest end chips.. Think Marvell which has been resting. https://t.co/GUkgq8DNo3. Come on, join us!


Summary: Shares bullish technical view on Domino's; buyers still active.

Buyers of Domino's Pizza Are Still Hungry: @BruceKamich  https://t.co/K9zqme6rS3


Summary: Suggests oil is entering the predicted collapse — brutal sell-off underway, implying further downside.

Is this the collapse of oil that Larry Williams predicted last week. He said there would be one last gasp and then kaboom. This could be the kaboom. Brutal sell-off.  Gives Powell a break though.


Summary: Dismisses merger-disaster narrative; deal would be non-dilutive and strategically resembles Instagram shops meets Shopify.

Paypal and Pinterest can merge and it won't be dilutive.. It will be like Instagram shops meets Shopify. Not ideal but not the disaster people think...


Paypal and Pinterest can merge and it won't be dilutive.. Not ideal but not the disaster people think

industry='Internet Content & Information'


Summary: Bullish Unity Software as an overlooked metaverse play; not too late to enter.

unsung metaverse play: Unity Software.. not too late.


Summary: Still bullish Amazon despite recent selloff; long conviction maintained through the dip.

whacky action in lots of different techs.. nobody sees amazon as a buying opportunity down seven because the next day is even worse.. But i still like it as i have for hundred and hundreds of points. Let it come in.... https://t.co/2Cj9QmVLog


through thick and thin there is nothing like Costco! That stock is, as we say, a horse!

Summary: Decisive bullish quality verdict on Costco; calls it a horse through thick and thin.


Summary: Bullish on both MRVL and ULTA following strong results; vouches for durable quality.

Ulta and Marvell were so good. Check your investing club bulletin on what a marvel Marvell really turned out to be,


Summary: Recommends Nucor as a core holding.

If you are wondering why we think Nucor should be a core holding for you, watch tonight and line it up with our bulletins these last few day... https://t.co/GUkgq8DNo3 which is NOT affiliated -and has nothing to do https://t.co/DOCU67MqaU which i am no longer involved with


Summary: Shares Credit Suisse PT raise to $20 on Ford suggesting next leg up; also bullish on Avnet.

$F-- Ford, Credit Suisse goes to $20 from PT--next leg? check our "what i am looking at" note-- for Investment club. .. AVT looks good, too..


industry='Electronics & Computer Distribution'


Summary: Bullish NVDA as the dominant player in the emerging Protein Synthesis/Digital Biology industry.

The industry that does not exist-- Protein Synthesis/Digital Biology--will be owned by Nvidia.


Summary: Bullish on Lucid, highlighting 500-mile range as impressive tech ahead of Mad Money appearance.

more than 500 miles to the charge; a wondrous technological machine. tonight Lucid @MadMoneyOnCNBC https://t.co/LCL8FlXdWZ


China very weak. Vietnam factories, amazingly bad. Kind of Fedex like. It's not 'Uncontrolled Spread' but it aint good

Summary: Bearish NKE on weak China, Vietnam factory problems, and analyst cheerleading masking fundamental deterioration.

Nike: China  very weak. Vietnam factories, amazingly bad. Kind of Fedex like. It's not "Uncontrolled Spread" but it aint good. I expect most of the analysts to defend it until the end though because, well, it is Nike.


Summary: Fade the Salesforce slump; take the long side against the post-earnings sell-off.

take the other side of the trade.. Check out our investment club bulletin..

Salesforce Stock Slumps As Outlook Mutes Q3 Earnings Beat, Co-CEO Appointment
https://t.co/whFUeMjv1r
$CRM $TWTR


Summary: Reaffirms bullish stance on TSLA; Ford's anti-Tesla stance is not a reason to sell.

Ford's Field is not a Tesla fan. That said, you know I like Tesla's stock and this should not be a reason to sell it. This is about a long term change at Ford that Farley is making.


Summary: Bullish Unity as potentially the most important company of the tech era; endorses Cathie Wood's thesis.

I think you should all go back and watch my U interview tonight as this might be the most important company of this tech era... Unity. Cathie Wood is RIGHT!


Summary: Decisive long endorsement of RH as a long-standing favourite.

Check out shares of RH surging more than 8% today after the home-furnishings company posted an earnings beat and raised its full-year outlook. $RH https://t.co/kWax1DrqjE


Summary: Cramer's club maintaining long MSFT despite valuation concerns, citing business momentum.

Great question; but the club is sticking with it. business momentums

Don't you think, @jimcramer , that $MSFT might be too expensive now?  So, only HOLD instead of BUY?

@CNBC


Summary: Author's favorites in the cohort are TTWO and DoorDash; implied bullish on both.


Summary: Own Apple; decisive long stance — hold, don't trade.

don’t trade Apple just own it https://t.co/r0uYQVxvcw


We have Corsair Gaming on tonight-- Big beneficiary but no one seems to care...

Summary: Flags Corsair Gaming as a big beneficiary of Netflix's gaming push, implying upside overlooked by market.

Netflix is pushing further into gaming with some plans that might be too hot to handle...and hiring former Facebook exec Mike Verdu to lead that effort. He ran content for Facebook's Oculus V-R headsets. @JBoorstin joined us for a discussion on Netflix's dive into the space. https://t.co/fxecidcA3S


Summary: Nike's weak quarter makes LULU and AEO look relatively attractive; implied bullish lean on both.

Nike quarter makes me yearn for LULU.. and even AEO


Summary: Bullish SWK: security division sale proceeds fund buyback, making it a cheap play on construction/home refurbishing.

This is fantastic. When we spoke to Stanley Black & Decker this division was a monetizable outlier and now it is for a buyback of what amounts to a very cheap play on construction and refurbishing of the home...  Very big

$SWK selling security business to Securitas for $3.2B in cash for 16x trailing adj EBITDA.  Proceeds to be used in its $4B buy back program to be completed in 2022.  Have waited a long time for this - glad to see it finally be executed.


Summary: Macy's looks very strong; bullish near-term call.


Summary: Cramer bullish Standard Lithium on domestic supply development; expects lithium commodity prices to fall big.

Not unreasonable. Lithium is going to come down big as we develop our own source. watch last night's show about Standard Lithium $SLI. Arkansan lithium!

“.. she said she expects the average price of an electric vehicle to fall below that of a gas-powered car in the next year or so. That trend will continue into 2025 ..”

(via @business) $TSLA @CathieDWood $ARKK https://t.co/VJOiGzPJV6


Lithium is going to come down big as we develop our own source


You should listen to the piece i did for … yesterday about not selling it

Summary: Decisive hold/don't-sell instruction on Nucor; implied bullish stance.

Nucor is awesome today.. You should listen to the piece i did for https://t.co/HWTl9iFqLA yesterday about not selling it.


Summary: Bullish CRWD; holding up well and bucking price-target cut trend despite being less strong than Okta.

Watch Crowdstrike. I have them on tonight. Not as strong as Okta but still good and it is bucking the price target cut trend


Summary: Bullish on both Broadcom and Costco; notes prepared for Club members.

Really liked Broadcom last night and Costco, too. We have some good notes on them for Club members.


Summary: Bullish Disney to $180 this quarter.

this is our quarter, Disney goes to $180 https://t.co/DMWAMbhbXo


Summary: Bullish Unity; calls it a must-own.

How great is that Unity story? I think it is going to be a must own...


Summary: Buy Marriott on geopolitical/trade thaw days as a travel/hospitality play.

Here we go again: buy Marriott on thaw days


$CHGG very interesting here unless you think school will never be hard again

Summary: Bullish lean on CHGG at current levels, implying academic demand will persist.


Summary: Bearish Unilever and CPG sector on worst-in-class inflation cost burden without offsetting growth.

Unilever telling worst inflation story.. it has the costs of PPG but not the growth. look for consumer packaged goods pressure today...


look for consumer packaged goods pressure today


$F breakout feels very real to me... I think that supply chain woes built in.... one of our biggest positions

Summary: Long Ford on breakout conviction; supply chain headwinds seen as priced in; one of author's biggest positions.

$F breakout feels very real to me... I think that supply chain woes built in....    https://t.co/GSqIcEajFA.. one of our biggest positions. Follow along with us as we have great research..better than Wa;; Street.. Trial it ..


$RH may be the best hide in plain sight idea in this market

Summary: Bullish RH as an overlooked opportunity in the current market.


Summary: Shares bullish AMD analysis; upside move underway.

Advanced Micro Devices Is Making Its Upside Move: @BruceKamich  https://t.co/aHifhej8DY


Summary: AT&T under $27 still not attractive; bearish stance.


Summary: Capital rotating out of GME and AMC (sacrificed) to support HOOD and AMD; long the former two, short the latter two.

there is not enough money around to support $HOOD, $AMD, $GME and $AMC so the latter two are being sacrificed!!!.


Summary: Buy the dip in real industrials and tech; avoid recent brand-name IPOs like Honest, Oatly, Warby Parker.

US industrials + tech ETF basket: XLI, XLK

We have two markets: the ipo market, with all of these "brand name" companies like Honest, Oatly, and Warby Parker and the real industrials and techs. stick with the latter into this sell-off


Summary: Bullish Microsoft; Azure growth guidance 'remain relatively stable' removes the bear case.

Microsoft all hinged on three words: "remain relatively stable." That's what Amy Hood said about Azure growth this next q. I see NO other reason to sell this stock.


they are buying Clorox again. That could ramble to $180 pretty easily

Summary: Bullish Clorox; buying activity could drive it to $180.


Summary: Watch for a bottom and long opportunity in consumer staples/drugs: Clorox, Colgate, and P&G.

Watch for first real bottom (away from the pandemic stocks) from the drugs and consumer packaged goods. Look for Clorox/CL/PG


Summary: Enthusiastic bullish reaction to NVDA conference call; author jokingly renames himself Nvidia, signaling strong conviction.

@SquawkCNBC that conference call was incredible... i am renaming myself nvidia


Summary: Shares bullish technical strategy on ENPH as it continues to recover.

Enphase Energy Continues to Recover: Strategy from @BruceKamich  https://t.co/TZTpOsTKJr


Summary: Bullish LLY on underappreciated Alzheimer's drug that works; believes market hasn't grasped the upside.

$lly--, charitable trust name; i do not believe that people understand how big this Alzheimers drug is.. I think it could be remarkable... It works.. My brain guys--and, sadly, i have many, really like it. https://t.co/GUkgq8DNo3 name


Summary: Bullish ABNB; expects a big move from here.


Summary: Holds MSFT, AAPL, NVDA, and GOOGL as big positions in charitable trust; implicitly bullish on all four.

Did you own these four stocks? We will be talking about them on our Thursday call as they are all big holdings in my charitable trust.  https://t.co/GUkgq8DNo3

Over the last 6 months, 4 stocks (MSFT, AAPL, NVDA, GOOGL) have generated almost 70% of the S&P 500's return.


Summary: Bearish AMC and GME; calls them drains and urges selling any bounce in Gamestop.

AMC and GME remain drains. I think that AMC and Gamestop represent a vestige. I had hoped that the buyers of Gamestop would have taken profits and moved on; I know i said sell at $400 but if it bounces sell again.


Enbridge shows you that you can make a ton of money with carbon capture and renewables but you have to integrate it into your DNA while still not passing up opportunities like Corpus Christi. Another club idea...

Summary: Bullish Enbridge as a model for profitable energy transition integration; flagged as a portfolio idea.


Has $WYNN bottomed? If you just close Macau could it be worth $80? Yes if you were trying to rebuild it.

Summary: Implies WYNN may have bottomed with sum-of-parts value around $80 ex-Macau.


Summary: Bullish AEO after blowout quarter; author picks it as the buy over Gap.

After seeing Gap, i am confident that the stock to buy is charitable trust member American Eagle... $AEO.. what a quarter!!!!


Summary: Bullish on Carrier Global; terse but decisive buy call.

bet on Carrier ! https://t.co/9kHxhEDz9L


Summary: Expects PYPL to dip initially then run; bullish near-term.

Paypal often gets hit initially and then it runs.. be ready tomorrow... https://t.co/2Cj9QmVLog


Summary: Bullish Dupont when it was down 4%; author flagged it as making the right moves in their daily memo.

In a similar vein i wrote that Dupont was making the right moves when it was down 4%.. Again,that's my "what i am looking at" a memo i have done every day for ten years that is now available only to staff members and members of the investment club. https://t.co/GUkgq8DNo3


Summary: Bullish on HubSpot as a key indicator/play in this market.


Cleveland Cliffs and Nucor sell at 4 and 5 times earnings respectively.. these multiples make no sense

Summary: Both CLF and NUE trade at absurdly low multiples post-infrastructure bill; NUE flagged as the higher-quality long.

Cleveland Cliffs and Nucor sell at 4 and 5 times earnings respectively.. Some of that is because few on Wall Street thought that we would get an infrastructure bill...Now, though, these multiples make no sense. $NUE is higher quality.... https://t.co/2Cj9QmVLog for more


Summary: Prefer Chevron over Cisco; CVX cheaper with better yield, CSCO missed last two quarters.

You are right, Jim, i didn't really want to sell it and we still have a lot of CSCO but we like Chevron, cheaper and a better yield. Cisco missed the last two quarters.


we like Chevron, cheaper and a better yield


Summary: Investment club bought PYPL this week; sees early buying in both PYPL and V as a potential support line.

I can see the buyers of Paypal $PYPL and Visa,  $V making an early morning stand. Could this be the line in the sand that the buyers are looking for, including our investment club. We bought some Paypal here this week.. Was Pinterest really the end of this great company's growth?


I can see the buyers of Paypal $PYPL and Visa, $V making an early morning stand. Could this be the line in the sand that the buyers are looking for


Summary: AMD far ahead of Intel; Intel on total reset and out of contention despite CEO's claims.

analysts waking up to the fact that AMD is so much better than Intel and that Intel is, for the moment, on total reset even as Pat says it's in first. They are NOT making the play-offs


Intel is, for the moment, on total reset even as Pat says it's in first. They are NOT making the play-offs


Summary: Bullish NVDA after a dazzling conference call; admiration for Jensen's vision implies durable strength.

Nvidia's conference call dazzled. If you get a chance read what Jensen says at the end of the call about the omniverse. I reiterate that Jensen is not of this world. He is so much more wise than anyone i have ever met or talked to. Filled with wisdom and joy. $NVDA


Huge Morgan Stanley downgrade tonight of Micron. Really applies to all DRAMs but not beyond that. Still, will hurt..

Summary: Morgan Stanley downgrade on Micron will hurt; author extends bearish read to all DRAM stocks.


Really applies to all DRAMs but not beyond that. Still, will hurt..


Summary: Bullish on PayPal at $225 support level, actively buying the dip.

Paypal crunch time. Now going down on Square's q. If Square were up it would go down, too. Will the sellers his $225 bids?  All over this


Summary: Bought small positions in SKIN and ABNB, calling them attractive opportunities.

Putting Evergrande in a new light. Focus on stories like SKIN and ABNB. I presented two attractive opportunities and bought small for https://t.co/2Vs10k1fZt


Summary: Bullish Etsy; supply chain concerns don't apply to its handmade/vintage goods model, sellers who sold were wrong.

Those who sold Etsy last night and this morning didn't read the memo. Our club memo. It's a remarkable company that has no supply chain problems: they don't apply as much to handmade and vintage goods,


Summary: Shares look stagnant near-term but could rise later this year.

Ventas Looks Stagnant for Now But Could See Shares Rise Later This Year: @BruceKamich https://t.co/WLBYr17bb3


Summary: Bullish PEP after blowout result; dismisses negative futures reaction as overblown.

Here we go again with the silly futures based on NOTHING. PEP blows it away. Big cap stock


Summary: PYPL will bottom once AFRM's uptrend reverses; implied long PYPL / short AFRM.

Paypal will bottom when Affirm stops going up.


FAANG always rules in a deflationary environment. Always

Summary: Long FAANG mega-cap tech in a deflationary macro environment; emphatic conviction.

FAANG basket: Meta, Apple, Amazon, Netflix, Google


Summary: Bullish NVDA as king of AI/metaverse space, aided by lower rates tailwind.

people love tech when rates are lower.. and they love the 'verse. I am headed to Nvidia,king of the verse.


Summary: Bullish on Unity as it's being oversold/thrown away; suggests it's worth buying at depressed levels.

Unity is a good one that is being thrown away.. check it out as they toss it into the volcano.


Summary: Long AAPL; terse decisive own-don't-trade verdict.

I always say "Own Apple don't trade it" because i fear the upside like you got after that Bloomberg story made it sound like death's door


Summary: Decisive sell instruction on AMC at current levels.

there seems to be some confusion about my stand on $AMC. Please go watch the tape of my views as part of the show i do every day for https://t.co/BMLa0qOCeY. I could not be more clear about why i would sell it here.


Yes $PANW is that good a story. It was a breakout quarter with a huge customer win, biggest i have ever heard of in the space.

Summary: Bullish PANW on breakout quarter and record-sized customer win.


Summary: Bullish HOOD; shorts unable to suppress the move.


Summary: Bullish CMI; describes Cummins' hydrogen conference call as 'pretty amazing,' implying strong fundamental appeal.

If you want a primer on hydrogen, read the conference call of Cummins, which is pretty amazing... $CMI


Summary: Bearish on EV and charging-station stocks; suggests letting them run then trimming.

EV and charging basket: LIT, CHPT, TSLA, NIO, BLNK

Let's not forget that all of these charging stations and EVs are not going to do well.. let em run and then take some off


Summary: Buy rails and non-airline transports on the dip after tomorrow's estimate cuts.

The rails and the non-airline transports were crushed today and when numbers are cut tomorrow you buy them.


the non-airline transports were crushed today and when numbers are cut tomorrow you buy them


Calhoun telling a better story.. china in cards? i am beginning to think that

Summary: Cautiously bullish BA; Calhoun narrative improving, China orders seen as a potential catalyst.

Boeing--calhoun telling  a better story.. china in cards? i am beginning to think that as i said in my morning briefing..


Nvidia's the top dog, and these are MY dogs $NVDA

Summary: Holds NVDA; claims it's the top dog.

Nvidia’s the top dog, and these are MY dogs $NVDA https://t.co/Sa3fEKrOFg


Summary: Reiterates negative/short view on Lennar after missing delivery guidance.

ugly day...not done...  Lennar misses delivery guidance.. Not so hot.. I need you to stay focused on our negative view


Summary: Reiterates buy on Abbott on CVS limiting purchases of its Covid test, calling it the top pick.

CVS just limited purchases of Abbott's Covid Test. Big reason why i keep saying buy.  https://t.co/2Cj9QmVLog  Watch my club call from yesterday where I said this is the one.


Summary: Rivian and Lucid valuations are too high and will drop from current levels.

Plagued--plagued by the valuations.. disturbing...  i don't want to be part of the mob that takes these higher..  Rivian and Lucid are too high.. but when they drop, and they will, the "Next Tesla" hunters will come back.


Summary: Prefer AAPL over NKE for China exposure; AAPL not supply constrained, making it the smarter China play.

Let's say you believe in Nike about China, it would be much smarter to buy Apple which is not supply constrained.


Let's say you believe in Nike about China, it would be much smarter to buy Apple


Summary: Long FAAMG as the macro playbook during CPI spike / Fed tightening / slowdown scenario.

FAAMG basket: Meta, Apple, Amazon, Microsoft, Google

cpi spikes, Fed slams on brakes, slowdown occurs, buy FAAMG that's what's happening. It is why i always tell you to own some FAAMG


a couple of research firms are calling the top and saying that we will have oversupply soon, I do not believe these stories

Summary: Disagrees with oversupply/top calls; implicitly bullish on the sector.


Summary: Oil recovering; stay long Chevron.


Summary: Bullish on mall retailers broadly and specifically likes AEO on strong Simon Property Group numbers.

the mall retailers are extraordinary in light of the  simon property group numbers. We like $AEO for the investment club but they are all soaring


US retail ETF as mall retailer proxy: XRT


Summary: Bullish Ford on Doug Field hire; Farley standout among auto CEOs.

Doug Field hire is a huge coup for Ford and is a big reason why we like it so much for https://t.co/OSuOvrqIGm; Apple and Tesla and he chooses Ford. I am telling you that Farley is different from all the rest...


Summary: Shares/endorses Kamich's technical analysis that LYFT has formed a major top pattern; bearish.

Lyft looks like it has formed a major top pattern: @BruceKamich  https://t.co/8PJojhQYd9


Summary: Author holds a big position in Wells Fargo, implying continued bullish stance.

is this the Wells Fargo i am used to? The one that was always a screw-up on tv?  Something's right here... https://t.co/2Cj9QmVLog big holding


Summary: WDC news catalyst sends WDC higher, dragging MU and memory peers up with it.

$WDC news will jet that bad boy higher and take with it MU and the rest of the gang


take with it MU and the rest of the gang


Summary: Implicitly bullish DIS: stock is down but company is not broken; authored note on how to handle the selling.

Thank you @ScottWapnerCNBC for mentioning our $DIS note. We put out a must-read Club bulletin this morning on how to handle the selling. Remember, there is a difference between a broken stock and a broken company.

https://t.co/GUkgq8DNo3 https://t.co/iKIphfjkOH


Summary: Remains long Boeing on expectation of rising plane demand despite near-term difficulties.

Demand for Boeing planes will go up. All about timing.. i remain steadfast but boy do they make it hard.


Summary: Still holding Wells Fargo long even at current elevated levels.

We are sticking with Wells Fargo even up here as club members know. We have a report on Disney and ESPN on deck...  https://t.co/GUkgq8DNo3


Summary: Cramer calls Ulta Beauty a buy.

you can learn from any publication. This stock is a buy!

Ulta's Fall Haul Sale Has Arrived, and These Are the Deals You Won't Want to Miss  https://t.co/vljnXLUN8Y


I like the way Unity is trading, I liked the quarter

Summary: Bullish Unity on positive quarter and favorable price action.


Summary: Shares/endorses bearish technical analysis on Alibaba; charts now bearish after rapid decline.

Alibaba Has Quickly Plunged -- And Its Charts Are Now Bearish: @BruceKamich  https://t.co/d8pbeEMIrb


Summary: Rotation trade: out of Nasdaq (bearish) into Dow (bullish).


Summary: Bullish BA; expects more upside, suggests waiting for Fed meeting as entry timing.

As i told https://t.co/2Cj9QmVLog club members, $BA, Boeing, should be up much more. Maybe wait until fed meeting to buy?


they are really gunning two of my faves, $HOOD, and $AMD. Bring it on!

Summary: Author holds HOOD and AMD as favorites, welcoming meme-driven buying pressure on both.

While the meme-sters hate me, they are really gunning two of my faves,  $HOOD, and $AMD. You can tell $AMD because XLNX was down.. They are only buying $AMD. Bring it on!


Summary: Nat gas will struggle to break above $7; implied ceiling/bearish.

the companies that have raw cost issues are on the move today.. i think nat gas will have a very hard time going through 7.


Summary: Bullish LLY as the preferred Alzheimer's play given how difficult the disease is to crack.

Cortexyme shows you how hard Alzheimers is to beat. that's why we like $LLY for the club


Summary: Seasonality favors upside from here through year-end; almost no historical precedent for down markets in this window.

Remember these oversold bounces tend to have re-tests but there have been almost no recorded instances of down markets between Tuesday and year's end


these companies re-invent themselves constantly so the answer is most likely yes

Summary: Cramer endorses FAANG at current valuations; expects continued strong returns as companies constantly reinvent themselves.

@jimcramer Sir I have one question I read it about your FAANG (facebook,amazon,apple,netflix and google) stocks policy even if we do at current market valuation will it generate that level of profit that it had generated in past 6 years?


Summary: Long UBER and DASH (DASH preferred); short TOST as worth a fraction of current valuation.

Uber Eats ad more interesting than 93.4 percent of this game. I like Uber here but Doordash is better. Sell Toast. It is worth a fraction of what it is selling for.


Sell Toast. It is worth a fraction of what it is selling for.


Summary: Endorses Walmart upgrade; calls it the only bargain in the group despite valuation concerns.

Walmart upgrade huge for club members even if it is really valuation v. the group. the only bargain... https://t.co/GUkgq8DNo3


Tesla can move up now that institutions saw how little Rivian they got and they will go right back and buy back Tsla

Summary: Institutions disappointed by small Rivian allocation will rotate back into TSLA, driving it higher.

Tesla can move up now that institutions saw how little Rivian they got and they will kick out their Rivian OR they didn't get any and they will go right back and buy back Tsla


Summary: Avoid Amazon short-term as price targets are cut en masse; let flippers exit first.

Price targets lowered en masse for Amazon. As i said last night on @MadMoneyOnCNBC when you get PT's lowered do not go near it short-term and let the flippers get out of it.


consistent over-payer for the August 30 puts in $AMC. Still monster buying of out of the money July puts with the clock ticking -- the $30s! Lock and load emoji-heads

Summary: Bearish AMC; heavy put-buying in July and August $30 strikes signals strong downside conviction.


Summary: Bought $1.5M Penn National in open market; disclosed live long position.

@stoolpresidente just bought $1.5million Penn Nat in the open market. ... Important piece of business. Sold Amazon stock to do it


Walmart up nicely now --online and gross margins good

Summary: Bullish WMT on strong online growth and gross margin performance.


Summary: Considering exiting cell tower position to rotate into new stocks; bearish/sell lean on unnamed cell tower name.

For Club Members:

“CNBC Investing Club: Thinking of selling out of this cell tower name as we have our eyes on new stocks”

https://t.co/GUkgq8mbZt


Summary: Bullish CRM despite Mulesoft growing pains and currency headwinds; beat on guidance makes it a buy not a sell.

Parse https://t.co/u99pNmC36M .. There were growing pains at Mulesoft and there were currency issues that came up suddenly. But when you consider how much CRM beat the last guidance i think you will say it is worth buying not selling.... see our bulletin from the club


Summary: Shares bearish view on Best Buy — unwise to buy now.

It Might Be Unwise to Buy Best Buy Now: @Sarge986  https://t.co/px8EBQINdl


Summary: Still bullish WFC at current levels; explicitly rejects the competing sell call at $45.

We still like $WFC up here.. A competing service we have nothing to do with told you to sell it at $45. that is not our call and we regret that we can't make it even more clear


Summary: Both DuPont and Estée Lauder are top stories in this market and can go much higher from here.

I don't know if you were able to catch either Dupont or Este Lauder on @MadMoneyOnCNBC last night but if you didn't, then check your club bulletins. These are two of the best stories going right now in this market and they can go much higher.  https://t.co/GUkgq8DNo3


Summary: Bullish WFC; clean-up story still playing out, urging holders not to sell.

We do hope you did not sell the Wells based on the chart or whatever. It's a clean-up story and it is getting cleaned up!  $WFC  https://t.co/GUkgq8DNo3. The one and only


Summary: Trimming AMD position here after riding it from $5; partial sell recommendation.

@Scottwapner  we have championed $AMD since $5 but we would peel some off here as we told club members of https://t.co/2Cj9QmVLog


Summary: Lucid can go higher despite weak fundamentals, driven by FOMO and Tesla-chaser sentiment.

I'm not denying FOMO or the hunt for the next Tesla.. i am saying that Lucid can go higher even if it "shouldn't"


Summary: Bullish MA; held position, described as making a bold stand against PayPal.

$MA-- one of our names--making a bold stand v. Paypal


Summary: Prefer TMUS for growth over T; TMUS posting strong numbers again.

people keep wanting to buy $T for value. Buy $TMUS for growth.. another great number..


Buy $TMUS for growth.. another great number..


Summary: MS very strong, BAC good, WFC improving, UNH raises numbers big into earnings.

I bet $MS is very strong, $BAC good but could be $JPM like, $WFC is terrible but will be getting better and $UNH raises numbers big

@jimcramer Big day ahead! $MS $WFC $C $BAC $UNH


$WFC is terrible but will be getting better


Summary: Long F; at start of multi-year upside journey driven by best-in-class EVs, backed by first genuine earnings upside surprise since 2011.

Best call last night was $F where the company's ceo, Jim Farley, shocked the analysts with the first genuine upside surprise since 2011.   We had told club members that $F is at the beginning of a multi-year journey because it has the best EVs


Summary: Shares bullish technical analysis on NVDA, adopting the bullish chart view.

Nvidia: Taking Another Look at Its Bullish Charts - @BruceKamich  https://t.co/k3zb5U7XAh


Summary: Shares Wells Fargo upgrade on Walmart; implied bullish.

Walmart catches big upgrade from Wells Fargo-- that's an https://t.co/2Cj9QmVLog club name


Summary: Sees PayPal as a great buying opportunity; held in charitable trust.

furiously chasing down Paypal-Pinterest.... Could be great buying opportunity to buy Paypal which we own for the charitable trust...  https://t.co/GUkgq8DNo3


$HOOD is insane! We love it on @MadMoneyOnCNBC

Summary: Bullish HOOD; decisive buy endorsement on Mad Money.


Summary: Bearish concerns flagged for SBUX (China SSS) and AAPL (Services durability); AMD seen clean with excellent growth — bullish.

Nitpickers: s/s slowdown in china for $SBUX, Services sustainability for $AAPL, NOTHING for $AMD. Clean with excellent growth...


NOTHING for $AMD. Clean with excellent growth


Summary: Long MA; sellers will face Mastercard's massive buyback; held in charitable trust.

all i can say to the sellers of Mastercard is that it soon you will most likely be selling it to Mastercard's monster buyback..  It is a position owned by my charitable trust.  https://t.co/GUkgq8DNo3


Summary: Bearish FedEx: current pricing still insufficient to generate adequate earnings.

industry='Integrated Freight & Logistics'

initial conclusion on Fedex. They have to charge even more. They are simply under-charging even with the new prices. They simply won't make enough money


Summary: Bullish COST on strong monthly numbers; decisive best-of-breed quality verdict.

$COST with incredible monthly numbers--BEST OF BREED as we said in our club missive this afternoon..


Summary: Shares/endorses Truist downgrade of XOM on ESG/greenwash credibility concerns.

No more Greenwash--the ratings agencies are all over carbon neutral and credibility.. how are the oil companies doing this-downgrade XOM today--late to the party--Truist..


Summary: Bullish Micron despite difficult holding experience; endorses CEO's comments as reassuring.

i know owning micron is a tough slog but i like what the ceo had to say this morning on @SquawkStreet


Summary: Bullish NET: special company growing and taking share.

Cloudflare is really a special company... $NET is growing and taking share...


The trust owns Wynn and i feel even better after Mr. Hornbuckle from MGM agreed with Matt Maddox from WYNN that there wasn't anything new or shocking with China even as the news drove these stocks down huge. MGM's stock has shrugged it off, not @WYNN ,investment club buy?

Summary: Long WYNN; China fears overdone per both WYNN and MGM mgmt, stock hasn't recovered unlike MGM — buy for the investment club.


Summary: Decisive buy call on Costco.


we have been Ford's biggest backers. Nice beat!!!!

Summary: Bullish Ford on earnings beat; endorses durable strength as long-term backer.

$F--club members stay tuned.. Nice beat!!!!  https://t.co/GUkgq8DNo3. we have been Ford's biggest backers. Meanwhile expensive stocks like Twilio/NOW getting whacked. Rotation.


Summary: Chart analysis suggests raising sell stops on Target ahead of earnings; implied bearish/defensive stance.

Target's Charts indicate It's OK to Raise Sell Stops Ahead of Earnings: @BruceKamich https://t.co/dmrkY1YUS2


Summary: Bullish Unity as a top pick-and-shovel play on gaming/metaverse.

Unity may be the ultimate pick and shovel gaming/metaverse play, save Nvidia


Summary: Bearish AMC: without the ability to sell shares to retail memesters for capital, survival becomes very difficult.

There is a reason why $AMC  topped when the company stopped selling shares. As long as $AMC got capital from the memesters it could live to fight another day. Now it will be very hard to do so.


Summary: Bullish on cyclical stocks; expects rotation back in following last week's selloff, aided by oil/BTC/China rally.

US cyclicals basket: materials, industrials, discretionary

Oil, Bitcoin and China rally all good for stocks after a really torturous route for the cyclicals last week. Watch money pour back into them


Summary: Bullish Disney; tells bears to sell so bulls can accumulate.

club members--in defense of Disney.. make my day--sell your stock, get out of our way


Summary: Shares bullish framing on AMD after a standout quarter, implying a long trade setup.

Here's the Trade After Advanced Micro Devices 'Outta Sight' Quarter - From @Sarge986 https://t.co/5Q9JJU9QIu


Summary: Endorses bullish long-term buy-the-dip thesis on ULTA despite conservative guidance.

@Stephanie_Link     total agreement, great call...  $ULTA

$ULTA - such a well run comp with secular growth and next gen focus/sponsors. But can’t issue conserve guide at this multiple. #BuyingOpportunity for the long term.


IBM closer scrutiny--20% red hat growth --- free cash flow humongous

Summary: Bullish IBM on 20% Red Hat growth and strong free cash flow.


Summary: TSMC signals end of auto chip shortage: buy Ford, short used-car related names on normalizing supply.

Taiwan Semi signals end of auto chip shortage... Sell used cars short... buy Ford... https://t.co/2Cj9QmVLog .. read this call!!!


Used car sector basket: CarMax, AutoNation, Carvana


Summary: Maintaining long Amazon; bullish on LLY now that SAVA competitor is out of the picture.

We are sticking by Amazon for certain for the club and let me tell you, i think there's a lot to owning LLY  here now that SAVA has been blown out of the water. just check your club bulletins


i think there's a lot to owning LLY here now that SAVA has been blown out of the water


Summary: Not yet time to buy T; implicitly bearish/avoid for now.


Summary: Implies these names are down on sentiment not fundamentals, suggesting the dip is a buying opportunity rather than a lasting decline.

$AMD, $MSFT, $AAPL,$ SBUX, GOOGL are all trading down. ask yourself is that's because they were bad or because we suddenly got very negative and are going to stay that way for a bit!


If they sell costco down be ready to buy it!

Summary: Buy Costco on any selloff.


Williams Sonoma about to go for a run...

Summary: Bullish Williams Sonoma; expects a price run imminent.


Summary: BBBY expected to move much higher today on new Kroger partnership and increased buyback.

@CNBCWEX, @SullyCNBC Don't touch that dial after your show! We have Mark Tritton, ceo, $BBBY, Bed Bath & Beyond about his new strategic partnership with Kroger and increased buyback, which looks to move that heavily-shorted stock much higher today


Summary: Own banks; gold flash crash implies higher rates which benefits banks.

Gold flash crash means higher rates..justifies bank move. own a bank!


Summary: Holds a large long position in UPS; bullish on Carole Tomé's leadership.

@ScottWapnerCNBC we love $UPS big position for the club,.. Carole Tome is the best (Formerly of $HD)


Summary: Long ABBV; described as a long-standing favorite with a positive club note.

the club has a great note out on Abbvie which has long been one of our favorites!!  https://t.co/GUkgq8DNo3


Summary: Bullish NUE on cheap valuation below 6x earnings even after recent run-up.

Nucor, even up here, is selling for less than 6 times earnings... $NUE


Summary: CRM sellers will be right for a day or two; short-term bearish.

ATT guides weak...what else is new.
I know sellers want to look right in $CRM ..they will for a day or two.


Summary: Lukewarm on UBER; no operating leverage visible in the model.

I like but did not love $UBER.. i don't see the leverage in the model. Peloton? a convoluted call that was meant to reassure but didn't. ..


Now Bumble is taking off. This is a terrific sign of strength!!!!

Summary: Bullish on Bumble; taking off is a terrific sign of strength.


if Chinese certify the Max you have a $250 stock immediately $BA, Boeing

Summary: BA hits $250 immediately if China certifies the 737 Max.


Summary: Bearish PPG and SHW on rising raw cost pressures seen as beginning of broader problems.

thank you, Frank Mitsch, for warning us about $PPG. This could be the beginning of the problems with raw costs and why i don't care for Sherwin Williams--$SHW


why i don't care for Sherwin Williams--$SHW


No flies on Alphabet whatsoever... None.. Just solid....

Summary: Decisive bullish verdict on Alphabet — solid, no flaws.


Summary: Shares Kamich's view that CRWD's pullback is normal, implying the uptrend continues.

.@BruceKamich says the pullback in CrowdStrike ( $CRWD ) looks entirely normal.
https://t.co/nJBHLYib5d


Summary: Rotate out of Biogen into Eli Lilly.

time to swap out of Biogen and into LLY... (club name)


Summary: Rotate out of Biogen into Eli Lilly.


Summary: Bullish PFE and MRNA on booster demand driven by waning vaccine effectiveness against Delta.

these note shows why pfizer has been so strong and moderna has been strong: we will all need boosters.

Current Israel data for mRNA vaccination in people age >60, 1st to get vaccines  >6 months ago, now confronting Delta infections
1. Vaccines work but their apparent effectiveness is diminished over time + Delta
2. Boosters showing some preliminary evidence of working
via @dvir_a https://t.co/YKgF9dlFz3


moderna has been strong: we will all need boosters


Summary: Relays bearish take on Cummins: stock has corrected but not yet a buy.

Cummins Has Corrected, But Don't Be in a Hurry to Buy Its Shares: @BruceKamich  https://t.co/rFvNFju1jG


Summary: Both Abbott and Regeneron flagged as very cheap stocks; implicit buy thesis.

I continue to think that we can win using masks, monoclonal antibodies from Regeneron and Binax from Abbott. The mercantile among you: Abbott and Regeneron are two very cheap stocks....


Summary: JNJ still cheap; implied bullish valuation call.


Summary: Bearish SAM after management badly missed and blindsided analysts; implied avoid.

a TRULY bad $SAM call.. Still trying to get my head around it..  seems like they were totally blindsided and then blindsided the analysts, too. Should have been a preannouncement here.  Boston Beer


Roblox is an exceptional story. It always trades as if it is about to blow up ! It isn't!!!

Summary: Bullish Roblox; market misprices it as a blowup risk but it isn't one — exceptional story.

industry='Electronic Gaming & Multimedia'


Summary: Bullish on both WFC and JPM.


Summary: Bullish ROKU on valuation grounds — author calls it way undervalued.

i get it 23 and me is therapeutics as we said on air.. but Roku? That means way undervalued...


Summary: Long CSCO via investing club position.

Cisco back to where it was when it reported that so called bad q... We own it for the investing club... While i know that there's no particular reason for Apple to be running, if you felt suppliers were saying it's going to be a bad q, what do you do?


Summary: Reads TSMC's chip-order signals as a buy signal for AMD, suggesting strong growth ahead vs Intel.

Taiwan Semi also signaling $AMD has its chips to go way past $INTC.. Signal to buy $AMD hand over fist?? https://t.co/2Cj9QmVLog club name


Chipotle with the monster q we have been looking for.. .$CMG

Summary: Bullish CMG; just-reported quarter described as the monster result they were waiting for.


Summary: Favors RobinHood and AMD over GME and AMC; implies the meme stocks lack firepower to stay elevated.

To be helpful to my Wall Street Bets fans: make choices today: RobinHood and $AMD v. $GME and $AMC.. as i question your firepower.. I wonder if your helpful mentions to me will keep all four in the air. As always Jimmy Chill thanks you for all of your help


Summary: Prefers buying F, BA, SBUX, NKE over BABA as China charm-offensive plays; BABA may be allowed to lift but author favors US names.

Chinese charm offensive may include letting $BABA lift but i would rather buy  F, BA, SBUX  NKE


Summary: Believes the market rally has more room to run, not a one-day wonder.

one day wonder? i think the market has a little more to it.  Tonight @MadMoneyOnCNBC


Summary: Shares bullish take on Domino's Pizza; 'piping hot' framing signals positive forward view.

Domino's Pizza Is Piping Hot: @BruceKamich  https://t.co/wrYdZBttSR


Summary: Still holding Ethereum with no intention to sell; ongoing long position.

Can't be phony now... I still hold my Ethereum... No desire to let it go..

How Christie's and Sotheby's are bringing in crypto-rich NFT buyers; NFTs now account for about 5.5% of contemporary art sales at the world's top auction houses (Elizabeth Howcroft/Reuters) https://t.co/1IxOfKbSzE


Summary: Bullish LULU; exceptionally strong earnings call Q&A signals durable positive momentum.

$LULU most congratulations in Q&A than i can recall in a long long time... Incredible q...


Summary: Don't sell CRM; guidance-implied slowdown is being misread as a negative.

Selling Salesforce on guidance that presumes a slowdown is a mistake...


Summary: Bullish Costco on its superior purchasing/ordering capabilities; expects a strong year ahead.

Costco call remarkable.. This will be some year for them. They know how to order better than anyone in the world.


Summary: Estimates QCOM up another 20 from here after already calling the prior 10-point move.

QCOM --we called it up ten that this one wasn't done.. Up 20 is my estimate...


Summary: Still long ABNB; sees improving travel demand as COVID fades as durable tailwind.

I am still on board here and liked the call.. will only get better as it gets harder to catch Covid because there are fewer to give it to you.  You can't get it spontaneously.

Airbnb Q3: revenue of $2.24B, up 67% YoY, vs estimates of $2.05B, net income of $834M, up 280% YoY, 79.7M nights and experiences booked, up 29% YoY (Samantha Subin/CNBC) https://t.co/czBNzmEQgv


Summary: Bullish UPS; expects sellers to be exhausted before it can move higher.

$UPS trying to shrug off sellers but there are still people who would rather die than own it and we need them out... https://t.co/bOiO2pjhjS


Summary: Bullish Devon as the most informed oil company on capital return strategy; featured as investing club pick.

Will the oil companies break ranks and start drilling again.. The company that knows the most, Devon, will be the focus of our investing club 12:30 Friday, CEO Rick Muncrief.. He knows more than all because many companies adopted his capital return strategy


Summary: Holding WFC long with frustration; expects management to deliver and resolve regulatory issues.

We hold $WFC because we expected so much more from Charlie. It is time for him to deliver and not talk about Ukraine... No more excuses. And figure out what the feds want and do it!!!


critical reversal day and then $AMD announces a gigantic buyback.. This WITH XLNX just getting started

Summary: Bullish AMD: buyback catalyst on a reversal day plus Xilinx synergies just beginning.


Summary: Terse bullish stance on Constellation Brands despite market destruction.

Cooperman so right, they have really trashed stocks.. i mean unbelievable destruction. Dip buying dead. The Corona ad thing is a little odd but i like $STZ


you should not yet be buying Apple if you don't own it. I predict a bunch of number cuts next week because of services slowdown

Summary: Avoid buying AAPL; expects consensus cuts next week due to services slowdown.

As i said in the Club Call yesterday, you should not yet be buying Apple if you don' own it. I predict a bunch of number cuts next week b because of services slowdown a la Morgan Stanley's call today... If you don't listen to our big monthly meetings you could be hurt


Summary: Bullish on Marvell; endorses it as terrific at current levels.

thank you! Matt Murphy is an amazing guy and Marvell is terrific here

@jimcramer I added on the interview. cost basis still in the 20 s. one of your best picks ever


Summary: Bullish DIS; one upgrade on theme-park strength could drive it to $120, but analyst fear is holding back the call.

Disney, a club name, confounds. One analyst upgrade based on strong theme parks could send it to $120 where this Disney+ false debacle started. But the long knives remain out and you can smell the fear of the foolish analysts who do not want to be first into the breach


Summary: Snowflake is a buy; regrets bullish view on American Eagle Outfitters implying bearish lean.

Yes Snowflake is a buy. Yes I want to own dividend stocks. Yes i am furious at myself for liking American Eagle Outfitters


i am furious at myself for liking American Eagle Outfitters


Summary: Bullish AMD: 30% growth at a very low multiple makes the selling unwarranted; undervalued.

Endless selling in $AMD shows people aren't even listening to this NewCo that Lisa Su has put together. Sure you can sell but this is a 30% grower... selling at a very low multiple


Summary: Dismisses bear case on SWKS's strong quarter and rejects negative read-through to QCOM.

I am sure there will be people who find fault with the excellent quarter that $SWKS put up and some might extend that negativity to Investing Club name $QCOM. But i am not buying it.  https://t.co/ESSMsJAESZ


some might extend that negativity to Investing Club name $QCOM. But i am not buying it


The people who know $DKS know how high quality it is but their thinking doesn't come into play until until later in the session or the next day

Summary: Bullish DKS: high-quality stock oversold on predicted -17% drop; smart money buys later in session or next day.

the amount of trading money that can be made on a stock that is "predicted" to be down 17% is stunning. The people who know $DKS know how high quality it is but their thinking doesn't come into play until later in the session or the next day.


Summary: Bullish TXN: weakness is China-related anomaly; if China resolves, stock recovers $20.

Always look for anomalies. The stock of Texas Instruments was so weak last night but the quarter was 100% china related.. You sell it and China comes to its senses you pick up $20


Summary: Bullish on capital-returning oil companies as still-attractive investments despite ample inventory.

No we are not but we need more and the oil companies that return capital are still amazing investments

@jimcramer Inventory is still 950 million barrels. Only down 25% from the 2020 peak. We are not out of oil


Summary: Bullish on Palo Alto Networks as standout of the evening, implying a strong result/reaction.

lotta good stories tonight and i think that Palo Alto may be the star of the night. The usual haters will really hate tonight's show so they should ruin their dinner with @MadMoneyOnCNBC and then say they bet against me all day and night.  They should read The Possessed.


As long as there are state sponsored cyber terrorists Palo Alto goes higher!

Summary: Long PANW; state-sponsored cyber threats provide structural tailwind keeping it higher.

@jimcramer In that case...... when will #PANW quit?  I can't catch this Bull!


The non-tech market is out of the bear's grip and can be bought. I like the inexpensive non-tech stock portion very very much; the bear market in that group has run its course and these stocks are headed to highs

Summary: Strongly bullish non-tech equities; bear market over, stocks headed to highs.

Equal-weight S&P500 as non-tech proxy: RSP

We are seeing two markets. The non-tech market is out of the bear's grip and can be bought. The tech market soon enough. I like the inexpensive non-tech stock portion very very much; the bear market in that group has run its course and these stocks are headed to highs. .


Summary: Bullish Roblox long-term despite near-term pain.

ouch--Roblox--- but it is a terrific long term story


Summary: Buy AMD calls; Xilinx deal close causes arb selloff creating a buying opportunity.

Dr. J talked about how $AMD is worth buying calls on. Today the Xilinx arbs are blowing it all out as that deal is now closed so you have a terrific opportunity to buy


I am with Eric on some of these names, especially $QCOM which is being obliterated

Summary: Endorses bullish dip-buy view on QCOM after 5%+ decline.

A few names that saw 5%+ declines today that I think are worth a look: $AEHR, $ACLS, $QCOM, $ESTC, $LYFT

*Please* do your own research before taking positions in any of these companies


Summary: Bullish MSFT; decisive positive verdict on the company/results.

Oh, and for the record, Microsoft was insanely good


Summary: Apple is oversold with unsustainable negative breadth; expect a bounce, though sell programs at ceilings.

Take Russia off table for next couple of weeks because of Olympics... Put Apple on the table; oversold position and advance decline negativity unsustainable. but sell programs at various ceilings must be expected


Summary: Oil expected to short squeeze higher briefly before collapsing; net bearish view on crude.

so oil feels like a short squeeze up then a cover and then a collapse. Oil should be here or a little higher because of Chinese demand...


huge price target cut by Jefferies and downgrade after best day in ages... There remains intense skepticism about the 20% Long Term growth. The stock's been a real bear.

Summary: Shares Jefferies downgrade/PT cut on PYPL; skepticism about 20% LT growth target persists despite trust ownership.

Paypal crunch time, huge price target cut by Jefferies and downgrade after best day in ages... There remains intense skepticism about the 20% Long Term growth. Trust owns it The stock's been a real bear.


Summary: Cramer doubts a 45% further decline; implied bullish lean — buy stocks now rather than waiting for crash prices.

some are right, some are wrong.. pick stocks and start to build... If we fall 45% from here then we will buy many stocks at or near cash.. I don't think we will get that chance,  Morning Meeting at 10:20 a.m.

“Nasdaq 14,000 a supremely important level to hold.” - B of A [Hartnett] https://t.co/3MoUu4IRX4


Summary: Bullish AMD; dismisses the daily selling as irrational with no real basis.

There may be a reason that $AMD goes down every day, and that sellers can't resist exiting but i sure don't know it.. and i bet those sellers don't either


Summary: Bullish NVDA on strong guidance; expects reassessment of stocks hurt by China/Russia exposure as a major theme.

Nvidia an excellent departure from recent "guide-downs" that should have been expected especially after Cisco. should cause a reassessment of stocks hurt by China-Russia ... Will be a major theme of mine upon my return next week....


Summary: Bullish S&P500; oscillator at extreme low historically signals a bounce, with only two exceptions.

We are at minus ten on the oscillator i follow, the S&P's gauge, which has only twice been wrong to buy 2007-2009 and the first days of the panic of 2020. We could be there again but history says we bounce


Summary: Long Kroger as a defensive play in an economic slowdown.


Summary: Expects LLY and JNJ to move higher, both held by charitable trust.

Day two here goes the PG, CLX.. so look for LLY and JNJ to go higher..owned by the charitable trust


Summary: Durable bullish verdicts on IBM, Halliburton, JNJ, and Netflix earnings results.

IBM did a very good job although there will be confusion over consulting lines.. I thought Halliburton was amazing this morning and JNJ was pretty good. You don't need me to run through Netflix


I thought Halliburton was amazing this morning


You don't need me to run through Netflix


Summary: Bullish IBM on strong quarter and good guidance; bears digging in will be wrong.

I think any close scrutiny of IBM's q knows it is much better with good guidance and the bears digging in their heels will be wrong


I like ABMD as i like EW.. expensive but great companie!!!!!

Summary: Bullish on both ABMD and EW; expensive but high-quality companies worth owning.


Summary: Bullish Boeing: the problem is not demand, implying the core business case remains intact.


terrific--and interesting level to buy the stock.. 50% off!

Summary: Cramer flags SOFI as an interesting buy at 50% off its high.

Ahead of #SuperBowlLVI, no less. 🏈

$SOFI


Summary: Bearish Petco: supply chain issues will hurt the upcoming quarter.

supply chain issues at Petco will not help the quarter https://t.co/8v4jDaDBnP


Summary: Long QCOM; views it as cheap with a long-term growth path driven by auto chips.

Keep an eye on Qualcomm which club member know i think is very cheap on a long-term growth path with auto chips


Summary: Long Deere: beat on sales, EPS, and forecast; stock should be higher.

Deere fits my november club call: Buy companies that make things and sell them at a profit -better than expected sales, eps and forecast-stock should be higher


Summary: Bullish lean on Adobe; quarter was solid despite no beat-and-raise, market re-pricing fairly.

Watch Adobe, the quarter was pretty good all things considered. The market is trying to figure out what you pay for a company that DOESN'T beat and raise but shades down eps est as expected. No surprise


Summary: Bullish AMD after superb number; expects price to move higher from here.

superb number and i think it should go higher!!  https://t.co/ESSMsJAESZ

Nice rally by $AMD …right into prior support. https://t.co/yJdtnPbwuO


Summary: Bullish UNH; decisive positive verdict, plans to discuss it publicly.

United Health -i can't take it anymore.. it is really so good. I am talking about it tonight. But i have to put this in the bullpen


Summary: Decisive buy-and-hold verdict on Apple; own it, don't trade it.

they are because they are idiots and refuse to believe what club members know: own Apple don't trade it...


It is shocking to me if we do not see some big bank stock upgrades.. this is when you recommend, not at the end of the cycle, but once we have a couple done

Summary: Bullish big bank stocks; expects upgrades now as the cycle is early, not late.


then i have to take the other side of the trade of this and of the Grantham (whom i have taken the other side many times) Some consumer names are a lot better than others....

Summary: Cramer takes the other side of broad consumer bearishness; selectively bullish on certain consumer names.

“40% of consumer names are down >20% since November highs. .. it reminds us of the heart of Summer supply chain .. Back then, folks were worried about ‘fear of the unknown’ .. The view now? There are less unknowns, but more conviction .. about being negative.” - B of A sales desk


Summary: Decisively bullish on AAPL; dismisses sellers, calls for all-time run.

Where are all of those Apple sellers? All time run here!!! own it, don't trade it


Summary: Long COST; investors recognize it as a winner despite trader selling.

Again, traders sell COST but investors buy it and recognize it as a winner.


Summary: Looking to buy 5-year Treasuries anticipating peak inflation narrative.

I want to anticipate peak inflation narrative and we are going except oil and gas.. want to buy some 5 year here


Summary: Bullish on both Sempra (energy kicker) and MP Materials (long time horizon).

Both the Sempra and MP Materials stories are very strong.. the first one, with an energy kicker, could be a really good club name. MP could be great for someone who has a long time horizon....


MP could be great for someone who has a long time horizon

industry='Other Industrial Metals & Mining'


Summary: Hold/stay long NVDA; no slowdown in demand, key buyer still out of stock.

Nvidia--don't sell it on me.. there is no slowdown and Xbox is out of stock at Walmart, the biggest buyer..


Summary: Intel's bad quarter is a gain for NVDA and AMD; bullish on both as beneficiaries of Intel's loss.

let's stop the insanity. Intel had a bad quarter. Why should pull down the group. Intel's loss is a win for Nvidia and AMD. The misinformation MUST STOP right now


Summary: Supply disruptions worth $4-8B will push traders away from owning Apple, implying downside pressure.

$4-$8 billion...get used to those numbers. those are the numbers that are going to have everyone trading Apple not owning it because of supply disruptions. Not demand, supply!!!


at the crux.. it does not merit selling about

Summary: Despite AMD CEO's conservative PC outlook, Cramer argues the news does not warrant selling AMD.

$AMD | AMD CEO: See’s PC Market Down In High Single Digit Percent 2022 And Is Taking A More Conservative Outlook On PC Sales


Summary: Bullish HAL; Russia wind-down removes key concern, making it a buy for club members.

oil remains the single strongest stock sector out there. We were concerned that Halliburton would stay in Russia but they are winding down and it think that makes for a very good stock for club members to buy.


strong case for copper which is still FCX

Summary: Shares Goldman's Jeff Currie bullish copper call; FCX named as the copper play.

Jeff Curie on squawk box from Goldman strong case foe copper which is still FCX


Summary: After-hours spike in Highpeak Energy makes no sense; expects sellers to emerge tomorrow.

Highpeak Energy is a very good company but it made no sense to take it up this much after hours and will just bring out sellers tomorrow..


Summary: No bottom yet in NVDA or AMD as rates rise; scaled back and no desire to buy back.

The semis continue to be the whipping boy every time interest rates head up. Nvidia and AMD have no real bottom...yet. Club scaled them back but no desire yet buy them back...


Summary: Long LLY; Tirzepatide may be one of the biggest blockbusters ever, holds big position and expects it to go higher.

As i said on Fridays Gameplan, this Tirzepatide from Lilly may be one of the biggest blockbusters ever. The CNBC Investing Club has a big position in $LLY and i think it goes higher


Summary: Implicitly bullish on Microsoft; discourages selling, framing it as a core 'currency' holding.

microsoft is currency--but many have to do what they do... I can't keep you from selling but i will talk about it on my club call at noon:  https://t.co/1Am7CUFaZn...


Summary: INTC's pain is AMD and NVDA's gain; endorses B of A Underperform on INTC while naming AMD and NVDA as beneficiaries.

B of A: "Lower for longer; high capex/competition = low EPS for 3+ years.”

Maintains $INTC Underperform, as trading desk adds: "No quick fix, gross margin guide is below next qtr and the capex ramp has really not even begun."


Summary: Long 20-year Treasury heading into Monday.

ready for Monday’s beating ; long twenty year https://t.co/XztaUlTanS


Dow Jones trying to make its move.. Watch for green

Summary: Dow Jones expected to turn green; short-term bullish move anticipated.


Summary: Bullish upgraded semis basket; explicitly excluding Intel from the bullish call.

we upgraded a lot of semis this week--not Intel--and i think that's going to work -


Summary: Wants to go long AMD.


the endless selling in club name AMD seems almost silly in nature. I want to tell these sellers if you don't believe then get the hell out NOW!

Summary: Bullish AMD; calls the selling overdone and urges non-believers to exit, implying conviction holders should stay long.


Summary: Long BAC, MS (held), PLUG (speculative), Prologis (consistency), and HAL (held in charitable trust).

On Mad tonight I continue to believe that $BAC was the best other than $MS... I like the $PLUG for spec and Prologis for consistency. Charitable trust owns $MS and $HAL


Summary: Shares GS downgrade of Dell from conviction buy to hold; implied bearish on PC sentiment but relaying the rating change.

The hate on PC's continues: Dell conviction buy to hold, GS. Remember people believe after Micron that we are in heavy glut p.c.s


Summary: DKS, BBY, and WSM continuing uptrend with staying power; Broadcom deal welcomed as bullish.

Dicks, Best Buy and Williams-Sonoma continue their uptrend. Again, as we told club members the rally last Friday would have staying power and the Broadcom deal is most welcome


Summary: Hints at re-entry interest in Starbucks after hearing Howard's turnaround story; previously owned in the $110s.

I thought that Howard told a very good story about how he intends to improve Starbucks but it was a little raw when you think how much he seems to believe it had gone downhill. We owned it in the $110s, somewhat tempting now..  https://t.co/ESSMsJAESZ


Summary: Bullish WFC: strong capital base supports dividend growth and low loan losses even in yield-curve inversion.

Actually Wells Fargo does well in an inversion as it has a huge amount of capital so it can keep raising its dividend and it has a very low loan loss ratio. Nirvana

@jimcramer does your bullish thesis on WFC hold with the bond yield inversion scenario? You said on/air that too much emphasis was placed but I can’t help but think it will reduce bank profits.


Summary: Endorses Mahaney's bullish call on Facebook/META.


Summary: Bullish MU: calls out the Micron quarter as tremendous, spelling out strength across tech groups.

The Santa rally has, at its roots, at least in tech, that amazing Micron quarter.. .It was tremendous conference call that spelled out the strength of a host of different tech groups


Summary: Bullish CPG and pharma/drugs; bearish tech sector for now.

two markets: outrageous bull market in Consumer Packaged Goods and Drugs. But bear in tech for now....


outrageous bull market in Consumer Packaged Goods and Drugs


Summary: Hot money outflows from Deere may create a buy opportunity by end of day.

hot money fleeing Deere. Might be a good buy at end of day


Summary: Bullish DIS: benefits from both reopening and streaming; Disney+ will succeed once Fox overpay losses are contained.

There is a growing revulsion to anything that reminds us of stay-at-home/shut in behavior. It doesn't even matter if we liked it, we aren't doing it as much. I like Disney because it has both bases covered. Dis+ will work, they just have to staunch losses from the Fox overpay


Summary: Bullish META: AI-driven Reels improvements making FB a worthy and potentially dominant TikTok rival by year-end.

$FB figured out AI substitute for its old data and has improved Reels to the point that TikTok has a worthy competitor.. and might have a mighty foe by yearend.


Summary: ASML's very strong semi equipment demand flags potential upside for AMAT, LRCX, KLAC against overcrowded short/downgrade positioning.

The key earnings report may have been the ASML semi equipment demand number which is VERY strong. AMAT, LRCX, KLAC... to watch... there have been several downgrades and lots of shorts...


AMAT, LRCX, KLAC... to watch... there have been several downgrades and lots of shorts

industry='Semiconductor Equipment & Materials'


$LULU needs no asterisk.. Wow, they really know how to deliver.... one of the best run companies there is...

Summary: Decisive bullish quality verdict on LULU; one of the best-run companies.


oils coming to levels that they can be bought on dividend alone

Summary: Oil sector approaching levels where dividend yield alone justifies buying.


Summary: Buy Peloton on the next dip; new CEO Barry McCarthy could reignite the business.

while it is a terrible market, take a look at Peloton on the next dip because with the new ceo, Barry McCarthy, there's a real chance for a reignition here.


Summary: Semis now trading at 10-12x EPS on forced selling, not fundamentals — implied undervalued/buy.

at a certain point it is not interest rates that are driving down semis. It's forced selling... Some of these are selling at 10 11, 12 x. eps now


I like the oil stocks but i sure don't like how they are acting.. waiting for lower levels for trust

Summary: Bullish on oil stocks but waiting for a pullback before buying; not yet committed.

I like the oil stocks but i sure don't like ow they are acting.. Not positive,, waiting for lower levels for trust.. stay tuned, investment club members


Summary: Bullish BBBY: SOTP value exceeds current price post-buyback, Buy Buy Baby subsidiary not weak.

$BBBY  SOTP is bigger than where it is after the buy back which takes share count to 80 million. What will @ryancohen do? Q was weak on supply chain but NOT Buy Buy Baby!


Summary: Netflix finds a bottom and rallies; UNP preferred over CSX.

I totally get the Netflix negativity especially because they, themselves, sounded a bit confused...But i think it finds a level and then rallies. ..CSX is nowhere near as good as $UNP --will try to address for our new Morning Meeting 10:20 a.m. show-club members only


Summary: Bullish QQQ if rates stabilize; buyers will come in regardless of technical weakness.

good pattern recognition but i think buyers come in no matter what if rates stabilize.

BESPOKE: “As good as the reversal felt yesterday, it is important to keep in mind that even with the reversal, QQQ, finished the day below the low end of its Q4 trading range and also lower than the prior high from early September.” @bespokeinvest https://t.co/9R80iB4t3n


Summary: Endorses bullish calls on PYPL, WCM, SPI, CME, HD at market lows, adds LOW as another opportunity.

"In almost every year, the market has a correction of 10% or more, except for last year." @Karen_Firestone lays out some specific stocks that are presenting opportunity right now, with markets hitting lows $PYPL $WCM $SPI $CME $HD https://t.co/eSUsMk0Edz


industry='Financial Data & Stock Exchanges'


Summary: NVDA has more upside from here.


Summary: Bullish BAC, MS, GS on exceptional/strong earnings; expects liftoff in bank stocks.

I know there was dissension about the bank earnings but i thought that $BAC and $MS were exceptional and $GS very good and we are about to have lift-off!


$GS very good and we are about to have lift-off


Summary: Bullish Ford at current levels.

Remember that it is early and scalpers will come in and start selling. But i like profitable semis and i like Ford right here


Summary: Buying the oversold dip in Google and Amazon where forced selling has been heaviest; margin-clerk capitulation likely done on day two.

if you buy ow you are betting that the margin clerks are finished.. reasonable on day two of a sell-off. Key on Google and Amazon where the give up is big


Summary: First-hand observation that Meta Reels is outperforming TikTok on engagement for small business; implied bullish META.

for what it is worth, i am seeing better numbers with Reels than Tiktok for the first time--as a small business person. Better engagement


Summary: Author calls this the optimal moment to go bullish on Home Depot and Lowe's despite today's negative sentiment.

Many negative calls today on Home Depot and Lowe's. If you are an analyst waiting for a good moment to bull these stocks it is THIS ONE


it always pays to remember who blows away the numbers--check our Palo Alto which was own earlier this week

Summary: Bullish PANW; highlights it as a name that consistently blows away numbers, flagged as owned earlier.


Summary: Endorses Wells Fargo's bullish DIS call with ~30% upside; investing club agrees.

WELLS: "DIS will likely face some serious content obstacles if it is to meet its FY24 subscriber guidance." But "with nearly 30% upside in a large-cap company with a super high-quality reputation, we add $DIS to Wells Fargo's Signature Picks portfolio."


That Roku conference call was one excuse after another... More Peloton/Zoom than DASH/ABNB for sure

Summary: Bearish Roku; conference call full of excuses, compares it to pandemic losers Peloton/Zoom rather than durable winners DoorDash/Airbnb.


Summary: Rate hiking cycle is bearish for stocks broadly.

We are in rate hiking gaming territory. It's like the under over. What will be "the over" on rate hikes? five? Bad game for stocks


Summary: Target's aggressive inventory clearance could make the stock interesting at current levels.

Target taking the drastic action to get rid of inventory no matter what.. Fantastic news for the American consumer. Not much they could have done. At this point Target could get interesting....


Summary: Bullish BAC relative to Wells Fargo; expects BAC to outperform.

@SaraEisen the talk of Wall Street was how poorly Wells performed in an environment where they have the most "community-like" national bank. Are they not spending on tech? Are they trying to capitalize on their "local" efforts anymore ? I bet BAC runs rings around them


IPO market dead--then no new stock==bullish

Summary: No new stock supply from dead IPO market is bullish for equities.


Summary: Bullish on BHC; author is presenting buy thesis on the stock at the Morning Meeting.

Getting fired up for The Morning Meeting even on vacation.. some specifics about why BHC is right to buy

---

Subscribers to the CNBC Investing Club can join the stream at 10:20a E.T.

https://t.co/aFq3lChFKU


Summary: Bearish on ROKU and ARKK; criticizes Cathie Wood's lack of rigor and dismissiveness toward ROKU's decline.

this is what i mean about ARKK. This was the division Ms. Wood liked most. Where is the rigor? The decline today means nothing to her, i am sure. But that does not hold water with me and cannot bear any scrutiny whatsoever. $ROKU

$ROKU's Q4 numbers/Q1 guide. Top-line pressures blamed on "delayed ad spend in verticals most impacted by supply/demand imbalances." https://t.co/STxKiXAQjC


this is what i mean about ARKK. This was the division Ms. Wood liked most. Where is the rigor?


Summary: Bullish on ServiceNow, CrowdStrike, and Twilio as buys; Twilio thesis tied to end of 3rd-party tracking.

Disappointment...just keep thinking that's what this market does. Why shouldn't the stock of ServiceNow be higher? Crowdstrike is compelling here and if you think Jeff Lawson's Twilio will benefit b/c of the end of 3rd party tracking, they are buys...


if you think Jeff Lawson's Twilio will benefit b/c of the end of 3rd party tracking, they are buys


Summary: Bullish LULU (great outlook) and MU (solid); bearish RH (not solid) and CHWY (bad).

$LULU great outlook, $MU solid, $RH not so solid, $CHWY (ryan) bad


Summary: Nasdaq is the preferred area for any remaining buying; rally must broaden or it fails.

now what must happen is the comeback must broaden. It can't be narrow because then it fails.  IF you haven't bought anything it's almost too late. Focus on Nasdaq if you still want to do buying. So far crescendo- retest working well. But must be broader


Oil coming in nicely... China lockdown not permanent

Summary: Bullish oil; China lockdowns temporary so demand will recover.


Summary: Still holding AMD; not a seller despite a successful call.

While our AMD call on our Morning Meeting worked well we would still not be a seller ... CNBC Investing Club


Summary: Author flags NDX not yet at yesterday's lows as a buying opportunity for those who missed the prior calls.

club members we are still not at yesterdays lows on the NDX but you can pick if you missed yesterday's calls


Nike flat to down margins.. seems intriguing...remember how the street always loves this one

Summary: Implied bullish lean on Nike despite flat-to-down margins; street affinity makes it intriguing at current levels.


Summary: Decisive buy call on Netflix.


Summary: Long DIS for the charitable trust; rejects bear thesis, calls it a great company with the stock liked at current levels.

the wise guys who keep selling Disney don't have much to show for themselves, I get that. But this is not some helpless giant. it is a great company with a stock that i like very much here for the charitable trust.


IBM true blowout.. And great projections...

Summary: Bullish IBM on blowout earnings and strong forward projections.


Summary: Bullish AXP; decisive quality verdict amid broader weakness.

nothing is working but this $AXP is so good


Summary: Implies selling European futures is wrong-footed; bullish lean on Europe as it emerges as a global power.

this is the unexpected story out of Europe. You can sell the futures all you want.. you may be going against history...

We are witnessing the emergence of a global power in this crisis: the European Union. I was confident that a Russian invasion w/d be a shock to Europe and lead to a robust response. But never w/d I have predicted the announcements from Germany, EU, and others. Truly stunning. 1/


Williams Sonoma fits the pattern established by Dick's and Best Buy. Three terrific operators. Three ceos who have gotten it right and have been underestimated and overly shorted

Summary: All three — Williams Sonoma, Dick's, Best Buy — are terrific operators underestimated and overly shorted; implied bullish on all.

Williams Sonoma fits the pattern established by Dick's and Best Buy. Three terrific operators. Three ceos who have gotten it right and \have been underestimated and overly shorted


Three terrific operators. Three ceos who have gotten it right and have been underestimated and overly shorted


Summary: Bullish on Micron as part of the semi bounce; tepid endorsement with preference for other names.

the semi bounce back is awesome and led by low-multiple stalwart Micron.... We like others more but it's a good one...


Summary: Bullish CAG; stock signaling inflation will be tamed, author endorses bull market thesis.

Bull market thesis--like at $CAG, on tonight.. Sure there was inflation but the stock is saying that inflation will be tamed


Summary: Homebuilder sector still has further downside; average cycle decline of 32% vs current 23% drop implies more room to fall.

the average homebuilder is now down 23% from it's high. The average decline from cycle high is 32%... Still too high..


Summary: Bullish ZTS as the best pet-care story; endorses study showing strong owner spending intent.

$ZTS:  ZTS' new global study of 16k pet owners indicated that 86% of respondents would "pay whatever it takes if their pet needed extensive vet care”.


Summary: Long MS (held, best-in-class) and bullish GS at ~7x earnings; compelling valuation case.

for what it is worth i thought the Goldman presentation was excellent. We own Morgan Stanley for the trust and we still think it is the best but $GS is very compelling here at about 7 times earnings!


We own Morgan Stanley for the trust and we still think it is the best


Summary: Buy Deere on current weakness.

yes, i would use this weakness to buy Deere


Summary: Warns NOW's post-earnings gain won't hold if market has turned against growth stocks.

Service Now's quarter was truly dazzling but if the market truly has turned on growth then this gain will not hold. It is the test case


Summary: Tech sector selloff into day 4 is attractive; cautious but sees a buying opportunity.

You have to figure that the more scared holders of stocks of companies they don't know will try to get out ahead of tomorrow's red hot employment report which will be well ahead of the usual moronic light estimates. So be careful. But day 4 of tech selloff is attractive


please be careful with Dogecoin...It is a security. It will be regulated. We will find out how many there are and how many are being created each day to make money for the exchanges.

Summary: Bearish DOGE: warns it will be classified as a security and regulated, implying downside risk.


Palo Alto, clean number... best secular tech story???

Summary: Bullish Palo Alto after clean print; calls it potentially the best secular tech story.


Summary: DIS is still too low; bullish on Disney as the ultimate travel re-open play.

ultimate travel re-open trade, $DIS, is still too low.. Don't forget to watch our 10:20 a.m. if you are a member.  Jimmy Chill reminds the naysayers that i don't want to give away the goods and hurt the subscribers.. Subscribers to my old product that i no longer run know this


Summary: Long DIS (held in trust); implies NFLX is overvalued relative to DIS given Disney's real-world park assets.

it is getting ridiculous that Disney trades almost one for one with Netflix. I have never seen a Netflix theme park but it can't be as good as a real life Squid Games. And yes the trust owns Disney


it is getting ridiculous that Disney trades almost one for one with Netflix


If CIGNA is really looking at CENTENE it is worth a lot more than $80

Summary: Centene worth materially more than $80 if CIGNA acquisition interest is real; implied upside.


Summary: Bullish quality verdict on Carmax; author implies it's a strong operator, not just an outlier.

It's amazing that Carmax was almost up at one point. The question is will others follow suit... or is KMX an outlier. They are very good at what they do


It's hard not to like that Whirlpool set-up. 7x, 4% and huge buyback with strong demand and a division that has been a drag but will be great for another company to buy

Summary: Bullish WHR on cheap valuation (7x), 4% yield, buyback, strong demand, and drag division as M&A candidate.


Summary: Holding PYPL long through volatility; refuses to sell despite emotional market conditions.

I want to make things clear-- i will not sell Paypal into an emotional maelstrom. That's not what my charitable trust does. There are institutions that are cowardly and fearful. You must be clinical and dispassionate even if you are angered beyond belief


Summary: Bullish Alphabet; strong quarter overall, one weak division won't meaningfully hurt the company.

I have read through Alphabet twice, we have a great note on it for the investing club but i want to make it clear: this is no Netflix.. It is a very strong q with one division that is weak and it is not going to cause this company to skip much of a beat. No one cares now thogh


Summary: Dismisses selling NVDA on crypto fears; very little crypto exposure in financials, implying continued hold/buy.

If you are selling Nvidia because of bitcoin concerns you are not going to get it right.. There is very little crypto in the numbers...


Nike quarter was picture perfect.. Truly a juggernaut with great separation

Summary: Bullish NKE; durable earnings verdict — picture-perfect quarter, juggernaut with great separation.


Summary: Likes Upstart and Airbnb as winning stocks.

winning stocks i like: Upstart and Airbnb


winning stocks i like: Upstart and Airbnb


The success of the Amazon team is only matched by the humility of this management group. Just a picture perfect call tonight... AWS--oh my!

Summary: Bullish AMZN on outstanding earnings call; AWS performance highlighted as exceptional.

The success of the Amazon team is only matched by the humility of this management group. Brian Olsavsky is one of the greats... Just a picture perfect call tonight... AWS--oh  my!


As a gold bug for years and years, call me intrigued

Summary: Cramer signals bullish interest in HYMC following its $195M equity raise.

I was highly confident that AMC’s skills could quickly “right the ship” at Hycroft (HYMC). We just did! Eric Sprott and AMC invested $56 million. Now we raised a breathtaking $139 million more cash equity! $195 million in total! In only two weeks! Calm seas, smooth sailing ahead. https://t.co/5wsbi1oqHH


Summary: SNOW is holding up relative to peers; implied bullish stance.

Only $SNOW seems to be holding up. For every $SNOW there are ten All Birds


Summary: Bullish on NOW, TWLO, CRWD after strong price action; hints at more upside ahead.

I do love the action in the stocks of yesterday's guests: ServiceNow $NOW, Twilio (really terrific!) $TWLO, and Crowdstrike $CRWD. Prelude to more ahead? We have some great guests this week.


Crowdstrike $CRWD. Prelude to more ahead?


don't lose sight of how big this hemophilia drug will be for biomarin. Most seemed to have done so.

Summary: Bullish BioMarin: hemophilia drug upside underappreciated by market.


Summary: Long Qualcomm; picked in morning meeting, still heading higher.

Qualcomm, our pick from this morning's meeting, is still going higher..  But the blow-ups are coming fast and furious .. Morning Meeting highlights available to subs only


Summary: Bullish on Ford here; F-150 Lightning getting strong reviews despite supply constraints.

Investing Club name Ford: the 150 Lightning is getting very good reviews but try getting one!! I like the stock here...


if you are selling Qualcomm you are selling it at 11 times earnings and those estimates are going to go up

Summary: Don't sell QCOM at 11x earnings; estimates will rise from here — implicitly bullish.


Summary: Bullish AMD: upcoming quarter expected to be a breakout as company moves beyond low-end PCs.

I think the $AMD quarter will stand out as a breakout for the company leaving low-end p.c.'s behind...
 https://t.co/BG3yaVg0q4


i predict a Novogratz $20,000 Bitcoin stand on Squawk and then others to follow as the line is drawn

Summary: Predicts Bitcoin bulls will publicly defend $20K as a floor, implying price is heading toward that level.


Summary: Bullish QCOM on strong 5G and auto combination.

Qualcomm really put on a good show tonight. 5G plus auto is a great combo;....


Summary: AMD's decline is unwarranted given underlying business performance; implied bullish.

AMD still is down.. which makes little sense in terms of how the company is doing.


Summary: Warns a false bearish narrative around Apple chip inventory will emerge, implying near-term headwinds for the stock.

When Apple says there is greater availability of chips that will falsely be extrapolated as inventory building up and end of double ordering. Untrue narrative but will be made. Study Micron inventory glut from last year...  more pertinent


Summary: Bullish on beaten-down semiconductor stocks; selling is indiscriminate and crushed names likely recover in months.

The selling in tech is indiscriminate ...it's driving down the good and the bad.. i know it's a falling knife but a semiconductor stock that's being crushed might be higher a few months from now ... thin reed?  I don't think so


Summary: Semis remain top market leadership; Qualcomm flagged as standout long at 12x.

The bulls will need to see follow-through from the semis which remain the best leadership in the market.... Qualcomm 12x!


Summary: AMAT risks Cisco-style prolonged decline if China demand doesn't recover.

The AMAT call will be such a test because, like so many other techs, if China comes back on line you will make a quick pop worth getting but if they don't then it is .....Cisco


Congratulations to Nelson Peltz for joining the board of Unilever. The 6% increase in stock price makes sense after what he accomplished at club holding PG

Summary: Bullish Unilever on Peltz board appointment, citing his track record at PG as justification for further upside.


Summary: Bullish Lilly; new weight-loss drug is a potential blockbuster.

Lilly shows its true colors. I need you to understand this new drug for weight loss is a true potential blockbuster in the making


Market did turn when it looks like Musk wasn't going to sell more Tesla

Summary: Market turned bullish on TSLA once selling pressure from Musk appeared to subside.


Summary: Big gardening weekend expected to drive strong results at Home Depot and Lowe's.

big gardening weekend for many Americans.. Home Depot and Lowes should have good numbers...


They are coming for Hubspot… If your company loses money your stock is vulnerable even from here

Summary: Bearish high-P/S unprofitable SaaS names (HubSpot, Bill, Cloudflare); all vulnerable to further selling from current levels.

They are coming for Hubspot, Bill, Cloudflare. They are coming for every one of those high price to sales stocks. If your company loses money your stock is vulnerable even from here


They are coming for… Bill… If your company loses money your stock is vulnerable even from here


They are coming for… Cloudflare… If your company loses money your stock is vulnerable even from here


Summary: Decisive buy instruction on Ford.

here i am in the Lightning! Buy this stock! Ford !!!! https://t.co/E8SZSiYgnY


Summary: Bullish on Verizon; endorses the $1M buy.

Hans buys $1 million Verizon stock ,Market yawns. I like it


Summary: Endorses Morgan Stanley bear market view; advocates defensive repositioning away from equities into oil & gas.

i do not disagree with this view. We need to re-position into companies that make real things and sell them at a profit (GAAP) and return some of the profits to you,. Think oil and gas. How much do you have? Not enough

"Bear market rallies are the most vicious. The rally in equities over the past week was one of the sharpest on record. While it could go a bit higher... we remain convicted it's still a bear market and we would use this strength to position more defensively"

Morgan Stanley


i do not disagree with this view. We need to re-position into companies that make real things and sell them at a profit