Cramer's First Hour, Part 3 -- November 15, 2024

Locator: 48764CRAMER.

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. 

Musk's xAI: huge, huge, huge. Biggest super-computer in the world. Repeat: biggest super-computer in the world.

Needs a stand-alone post. Memphis, TN. Fastest-built, biggest data center ever. Has raised as much as $6 billin new capital. New post-raise valuation seen at $50 billion +. Amazing. Uses only Nvidia chips. Great relationship between Jensen Huang and Elon Musk. They're gonna call it Colossus.

AI: there are two camps with regard to AI --

• it's all hype;
• it's real.

I'm in the second camp.

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The Book Page

I haven't made much headway in Colossus since starting it some weeks ago.

Early notes here. And a brief note here.

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Grocers

Have won the battle: Walmart, Costco, Amazon.  

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Parting Shots

North Texas: weather is gorgeous!

My plant is blooming for the first time since I bought it more than a year ago. It must be happy in our little apartment!

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Disclaimer
Brief 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 something appears wrong, it probably is. Feel free to fact check everything.
  
• 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.
• Longer version here.