Jim Cramer

“Enough, people are saying they see a slowdown in Palantir's business. I do not know how anyone can say that unless they want it lower. That's what we have come to. Willing stocks lower”

“Oil lower, rates lower. not oversold except tech. Once again Trump putting out word that after the midterms there may NOT be anything that happens in the Gulf region.benign set-up”

“I think that the goal of the bears out there is to derail the Anthropic IPO. That will be the straw..”

“If SK Hynix could rally that much on 2028 visibility then Micron should be the biggest winner today..”

“need to a two-way market in compute soon. Other than Musk no one is monetizing the way they should. Let's home Amazon has some good things to say”

“You can always tell a weak group when some company in its cohort you never heard of, Elice, flops in its Korean IPO and it brings down the stocks of other companies simply because it was a terrible deal..”

“Right now i am shocked that the EU isn't just totally shutting down China with what will be a $1.2 trillion surplus given that it has become an export behemoth on the backs of the workers in the EU.”

“Possible scenario. Margin clerks thought they could margin out the wayward hedge fund over the course of the day, but then oil spiked and they had to hustle to get the Data Center & Friends positions off their sheets”

“High level of fear would normally be attractive. But you have to find buyers of Coreweave bonds, Oracle common stock and SK Hynix, of course. The latter is the epicenter of fear because the Kospi is still up more than 50% so lots of people under water”

“Big article in the most important financial paper about how big banks earnings are threatened by higher rates. But Wells Fargo tells me they are positioned to make more money in that scenario, Facts are useless even when they are hard to get”

“The 1/4 bump in fed funds is resonating on the long end and will slow the economy. If President can come up with a way to end the war to our satisfaction oil goes to the fifties and then the battle to lower prices begns”

“oil falling on an energy cease fire. We have seen these again and again and we are fooled again and again. As long as there is a war on oil will stay clustered around $100”

“So nothing had changed with Open AI since the last story that had been written in September. The 'media' made a mistake and it won't correct it but the stock market will”

“I lack real clarity on whether the FT story on OpenAI is 'new' news given my contacts at the company. But if FT doesn't take it back. it doesn't matter”

“I am steamed that people don't realize what an amazing quarter Sanjay had at Micron. Yes, so he gave bonuses to workers. If he were more ruthless he could have done nothing and make the most of any company in the country in terms of how much cash it has. He did the right thing!”

“Today you must begin to think of Meta as an enterprise company, not just a consumer company. That's how powerful Muse is. I am going to spend a great deal of time learning and telling this story. It's how an 18 times multiple goes to a 24-25”

“Not much has changed in a week. Although last week was up, it was narrow. Today: oil down, rates up, stocks down. What else is ther really”