Locator: 49303CRAMER.
GDPNow: link here. October 27, 2025: 3.9.
Giddy: Cramer is absolutely giddy about Amazon's results.
- there were so many big stories about Apple.
- this might have been the most important: numbers were not as big as they could have been because Apple couldn't keep up with demand! Wow.
- the Chinese love the iPhone Air; Americans love the Pro.
- by the way, I have figured out how to have three windows open simultaneously on the iPad.
Steve Liesman: on a Fed cut, Steve Liesman does not get it
- ask Boeing what it thinks about a rate cut?
- 493 companies: a sideshow
- Main Street is the economy
- Wall Street is not the economy
The bigger problems:
- the government shutdown;
- federal judges;
Mag 7 --> Super-mag 3? Both can and will co-exist: Mag 7 + Super-Mag 3.
Netflix: announces a 10 - 1 stock split.
CVX: long interview with CVX CEO and Jim Cramer.
- considers CVX the gold standard;
- apparently less enamored wtih XOM
4GW: oh, I missed this. I didn't see this but apparently David Farber has the number for the new Michigan Stargate location: 4 GW.
- $10 billion / 4GW = $2.5 billion / GW
This is so cool!
- Cramer's analogy with the US interstate highway -- we mentioned that on the blog several days ago!
I'm skipping the Eisen Hour and going to do some reading.
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The Book Page
Link here for notes. At that blog, search Zeld but I'm updating this page -- the link -- right now.
