Cramer's First Hour, Part 1 -- Broadcom Joins The $1-Trillion Club -- December 13, 2024

Locator: 48388CRAMER.

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. 

Investing in AI: why it's going to be so incredibly difficult for investors with a 30-year horizon to invest in AI. 

AI is the sixth industrial revolution, but unlike the second and third industrial revolutions in which there were a handful of winners (identified early), there will be a huge number of players in the sixth industrial revolution -- trying to find winners will be like finding needles in a haystack.

The commodity of interest in AI is not lithium, or silicon, or copper, but rather human brain power. 

Think:

• Silicon Valley (California)
• Utah
• central and north-central Texas
• Nashville
• south India

AVGO: just saved the short-term trading pullback in AI. It won't save everyone. AMD is still down.

Health insurance: an observation. Link here.

The Dow 30. Link here. And, yes, UnitedHealthGroup is in the Dow 30. UNH lost $18 / share yesterday; down 3.3%. It appears losses may continue today.

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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. Nvidia is a metonym for AI and/or the sixth industrial revolution.
  
• Longer version here.