Reg

[Reg @tpowers9]

@jimcramer Intel would benefit building a foundry in a no tax state

[Reg @tpowers9]

@jimcramer I think Cardinal probably should be higher given the pullback in tech IGV!

[Reg @tpowers9]

@jimcramer I love the part in your new book about humbling experiences. Pivot and recalibrate if needed, to a new investment strategy when stuff goes sideways or even down

[Reg @tpowers9]

@jimcramer Meanwhile Berkshire is buying on GOOG?

[Reg @tpowers9]

@jimcramer Palo Alto at $223 - was CyberArk free?

[Reg @tpowers9]

@jimcramer Meanwhile TSM needs to bring on additiona chip mfg capacity fast enough!!

[Reg @tpowers9]

@jimcramer When Nvidia releases Vera Rubin chip 2 half 2026, it is a new AI platform! It will drive revenue for new HBM memory no less than HBM 3E/4

[Reg @tpowers9]

@jimcramer It seems like Anthropic, Gemini, Chat GPT and other AI agents are greatly reducing the amount of opportunities to use AI for free by the public, demanding a $19.99 monthly fee for greater usage.

[Reg @tpowers9]

@jimcramer Unless the strength of the consumer is in question

[Reg @tpowers9]

@jimcramer If that $200 Navy drone is missing, it is likely that the Iranians got hold of advanced Chinese or Russian Tech to take out of the Straight.

[Reg @tpowers9]

@jimcramer It is remarkable how unverified or unconfirmed rumors about companies can spread to investors, and cause immmediate contagion selling of their stocks.

[Reg @tpowers9]

@jimcramer Who knows how bad the cyber attack from Iran or its nation state partners will be.

[Reg @tpowers9]

@jimcramer Nyse!

[Reg @tpowers9]

@jimcramer Iran has a potential Cyber attack strategy at play.

[Reg @tpowers9]

@jimcramer How's about time to jump in with Matt Murphy on MM. I want to hear more from him now...

[Reg @tpowers9]

@jimcramer Is an up trend in price on BABA a sign of a market shift away from bricks & mortar to online retail?

[Reg @tpowers9]

@jimcramer Iran may be getting a deal they can't refuse.

[Reg @tpowers9]

@jimcramer War is quickly becoming a matter of digital security, as much as physical security.
Enterprises won't trust Gen AI like they do their own platform software security (CRWD).
Software rarely if ever hallucinates!

[Reg @tpowers9]

@jimcramer Perhaps it is come time to think beyond the hyperscalers and international market GPU expansion. Saudi Arabia Vision 2030 calls for data centers to be built out, GPUs, fiber.

[Reg @tpowers9]

@jimcramer Thoma owns Proofpoint which got taken private. Not enough gusto?