Top Tweets for #MADMENTIONS
$orbs. An actual public company with OpenAI exposure.
You have said you can hold one spec, is this a good one to hold with the AI exposure.
#madmentions
Hoping @jimcramer #MadMentions read this
I asked grok about the hit piece by Reuters. I will paste the answer in bits since it is long. First with the summary conclusion
@MU @Reuters
Why Micron gets named, and why the timing is the real complaint
Reuters named all three incumbents. It did not single Micron out as the only victim. The reason the Micron mention lands harder is mechanical: Micron is the U.S.-listed pure-play. Samsung and SK Hynix are Korean conglomerates with other businesses. MU reports fiscal Q4 results on September 30, 2026 — ten days from the article. After a violent up-cycle, MU is the stock that moves on “more supply / Chinese competitor closing the gap” headlines. https://t.co/N60NDjJXwP
That is why the piece functions as a pre-earnings supply scare even if the reporter’s intent was just to file a China-tech story. Wire services know that naming the U.S. ticker next to “mass production” and “challenger” is how the story gets read on trading desks. Reuters has run a year-long series of CXMT exclusives (IPO, Tencent deal, second Beijing plant, NAND ambitions). The pattern is “China’s memory champion is rising,” not a one-off MU hit. Still, republishing an unverified company claim, framing it as a challenge specifically to the three names that set contract prices, and doing it on a Sunday before the only U.S. memory major reports is exactly how you move a stock without proving a single extra good die shipped.
If it talks like a company handout, walks like competitive framing, and lands ten days before Micron earnings, you do not need a conspiracy to treat it as a price-sensitive item that was under-sourced. The journalistic obligation was to put “claimed,” “not independently verified,” “gross die not yield,” and “mobile parts, not HBM/server” in the second paragraph. They put one of those four in. That is the fair criticism. The shortage is large enough that even a successful CXMT ramp is a rounding error against 2027 AI demand unless yields, mix, and uncommitted wafers all surprise to the upside at once.
@jimcramer #madmentions Jim will Ai lead for 30 yrs as QQQ did 1990 thru 2020. I bought MU, 2 yrs ago it is up 10-fold and still has a 20 PE with a 2-yr forward P/E of 6.
Awesome to review #PlayBack2025 from @pocketcasts. Thanks for the content
@jimcramer @MadMoneyOnCNBC #MadMentions
@ringerpodcasts @megschuster @SpannersReady
@SolidVerbal
@gamingtailgate
@harvilla (Angel's Son, please?)
Awesome to review #PlayBack2024 from @pocketcasts. Thanks for the content
@jimcramer #MadMentions
@ringerpodcasts @megschuster @SpannersReady
@DeadEyespodcast
@gamingtailgate
@11W
@jimcramer Thoughts on $PCTY. They had a great quarter and no news except a price target raise by Citi this week.
#MadMentions @MadMoneyOnCNBC
@jimcramer ‘Our work is working’ @redditspez and ‘stupendous’ @jimcramer @MadMoneyOnCNBC #madmentions nice quarter out of the gates as a public entity congrats! And as the @NYSE does what a nicely timed #IPO @lynnmartin @jrtuttle
@jimcramer The lightning round has NEVER been more electric @jimcramer @MadMoneyOnCNBC #madmentions #beatcancer Booyah!
@jimcramer well well, the world is waiting for you to post about Pip again, your marketing manager tells you too. What the heck is wrong with you? Is it the inverse Cramer thinking? I should post, so I don't type of thing?
#investment #cryptocurrency #CRAMER #madmentions
$PIP
@bucephelandra @level941 @ismaqtt $PIP the dog of @jimcramer don't fade it
#MADMENTIONS #memes #memecoins
#dogwifhat #PEPE #Myro #bonk
S3E3 Craziest Situations https://t.co/uvHvWPUQbP via @YouTube check it #Episode! Sorry it’s so late I’m still getting used to #YouTube #Trivia #madmentions #MartinLutherKingJr #crazy #situation #podcast #podcasting #RetweeetPlease #PodernFamily #Apple #PodNation #MondayMorning
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