Cramer's First Hour, Part 2 -- The Sixth Industrial Revolution -- The Nvidia Revolution -- October 30, 2024

Locator: 48679CRAMER.

Cramer's first hour: a mix of facts, factoids, opinions from various sources -- often not cited -- while listening to Cramer's first hour on CNBC.  

Another example of the "Nvidia revolution."

Corning and ATT: $1 billion fiber deal ticker --

GLW: up 5% yesterday; one-year: 84%

• aggressive growth plan
• two largest fiber factories in the world are in North Carolina; also lowest cost; and both are owned by Corning; tariffs can only help them; tariffs won't hurt them
• physics: fiber beats satellite
• one single "piece" of paired fiber can match one satellite in terms of transmitted data

Corning fiber competitors: 

Ken Fisher: link here. %

Mac Mini: I stopped by the Apple Store in Southlake, TX, on the way home from running errands. It hasn't arrived yet -- the M4 Mac Mini -- but I'm pretty sure I'm going to buy it after the excitement dies down. The Mac Mini was first introduced in 2005; Steve Jobs died in 2011. One wonder what vision Jobs had for the Mac Mini?

From a post just a few days ago:

See wiki, as currently understood and generally accepted:

• first industrial revolution: 1760 - 1840; ended in the middle of the 19th century; inventions; advancements in textiles; age of inventions;
  
• second industrial revolution: advancements in manufacturing processes; 1870 - 1914 (beginning of WWI); age of mass manufacturing;
  
• third industrial revolution: beginning in 1947, information age; computer coming out of WWII; Colossus, Bletchley Park;
  
• fourth industrial revolution: rapid technological advancement beginning in the late 1990s; the Age of Apple (or the personal computer).
  

Much better:

• first industrial revolution: ended in the middle of the 19th century; age of invention;
  
• second industrial revolution: 1870 - 1914 (beginning of WWI); age of Henry Ford, mass manufacturing;
  
• third industrial revolution: peri-WWI -- the age of conventional manufacturing and logistics; rise of synthetics and the oil and gas industry; age of Standard Oil (or the age of John D Rockefeller);
  
• fourth industrial revolution: beginning in 1947, information age; the computer age (or the age of Turing);
  
• fifth industrial revolution: rapid technological advancement beginning in the late 1990s -- maybe it began in 1984 with the (in)famous Apple commercial; age of Apple (or the age of Steve Jobs)
  

The question is whether "we" have entered the sixth industrial revolution: Nvidia blades; LDCs; a return to nuclear energy to meet energy needs of the information age. If so:

•  sixth industrial revolution: artificial intelligence enters its stride; the "Nvidia revolution."

It's hard for me to accept that the need for nuclear energy to meet the needs of LDCs does not signify a new industrial revolution.

Note: "the Nvidia revolution" is a metonym for the artificial intelligence advancements that began in the early 2020s. 

For investors: take some time to look at the various stock markets around the world during the earlier industrial revolutions. The best two might be the second industrial revolution, the age of Henry Ford, and the third industrial revolution, the age of John D Rockefeller. One might come up with a lot of ideas. 

Watching the World Series suggested an analogy between investing and winning at baseball.