Cramer's First Hour -- September 9, 2024

Locator: 48552CRAMER.

iPhone event today!

Supercycle, link here:

Cramer's first hour: a mix of fact, factoids, opinions from various sources -- often not cited -- while listening to Cramer's first hour on CNBC. David Faber says his children won’t get the “16.” He will upgrade their phones to the “15.” Speaks volumes. More on that later. 

iPhone 16 pricing, link here: https://www.macrumors.com/2024/09/09/iphone-16-pro-999-rumor/. Expectation: $1,299; perhaps as low as $1,000. We will know in less than an hour. Apple announces prices:

Nvidia was the first story and that conversation led to energy requirements.

NVDA, link here:

Hyperscalers! Mentioned by Jim at 8:06 a.m. CDT. 

As regular readers know, I play bingo with an “AI” focus while watching Cramer’s first hour. The playing card has five columns. Instead of BINGO, the columns are headed with these letters: CHIPS. The “free space” in the middle of the card is a “Hyperscalers” space. 

Palantir: Sophia started a position in this company about a month ago. Link here. And, yes, it was on my bingo card today and Sophia started the position before it was announced that PLTR would be added to the S&P 500. Whoo-hoo. Also, see this link -- be sure to follow the thread.

Nvidia:

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Disclaimer
Briefly Reminder 

• I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• See disclaimer. This is not an investment site. 
• Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
• Reminder: I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.