Cramer's First Hour, Part 1 -- December 18, 2024

Locator: 44481CRAMER.

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.

Marvel, Broadcam: JPM's top picks.

Meta, Reddit: MS's top picks.

Robinhood: Keybank names it as its top pick.

Pre-market: it appears the Dow could reverse its 9-day losing streak.

Tea-leaves: nuclear is not in America's future. Certainly not in my investing lifetime.  

Tea-leaves: the US state that could have a huge next four years? Virginia. LDCs.Virginia, a blue state that votes for GOP.

Tea-leaves: the four T's -- Trump, tariffs, taxes, and the wall. Note: "the wall" is a metonym for the entire immigration issue and homeland security. Virginia's governor Glenn Youngkin, extended segment on CNBC this a.m. Setting himself up to run for president in 2024?

Christmas: I think folks are forgetting that Christmas Eve, next Tuesday, is now less than one week away. USPS mailing deadlines have passed. Amazon? Doing just fine. Still same day delivery if one lives near a fulfillment center.

Pet food: have you ever noticed all the new dog food entrants? Not so true for cat food? Why? Dogs, omnivores. Cats, strict carnivores. One choice: tuna in tins. 

In our apartment complex, boxes of Chewy arrive daily. Unlike Amazon, in apartment complexes, Chewy does not deliver to one's front door. Chewy apparently delivers by UPS at common mail center or manager's office. Amazon requires its drivers to deliver to door.

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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.