Friday, October 3, 2025

Cramer's First Hour; The Eisen Hour -- October 13, 2025

Locator: 49278INV. 

Cramer: Apple is the best company ever. Not talking about investing but rather company's culture and customer satisfaction. I agree. 

My younger daughter, at the time, age ten years old or thereabouts, would often take our prayer rug to the Apple Store at the South Coast Plaza and kneel at the door before the Apple Store would open. 

South Coast Plaza: located in Costa Mesa, this is the largest shopping mall in California and a renowned international destination for luxury shopping, fine dining, and theater.

Market: this is simply incredible. The market is climbing the wall of worry, and it's incredible to watch.  

Others:

  • MPC up nicely.
    • right now, US refiner production could be interesting here
    • California issues 
    • now, Enbridge 5 Pipeline -- administrative judge may decide case soon 
  • CAT: up another $3.77; 

Tech today, looks good, pre-market and the opening:

  • Broadcom (AVGO: up $3.71, up 1.01% in premarket trading. At open: 
  • INTC: up about 1.6% in premarket trading. Now trading at $37.30. At open! Wow! Up almost a dollar per share and now trading near $38. "Shorts" and bears are getting run over. Intel's next quarterly earnings report is October 30, 2025.
  • MU:  up $1.46; up about 0.7%.
  • GLW: at open -- down slightly but essentially flat. Clearly an opportunity. Now, seconds later, up over 1.1%.
    • LUMN: a speculative play associated with GLW. I would have to buy a lot of LUMN to move the needle in my portfolio and violates at least two of my investment rules. 
  • AAPL: quick! What's AAPL's 52-week closing high? Where is AAPL trading now? 52-week high: $260.10. AAPL just went over $258 in early morning trading. I would assume some chartist would shout "breakout" about right now. 

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The AI Page

Using a chatbot to plan a cross-country, a west coast vacation, etc.

One way I do this:

  • pick a location, let's say St George, Utah
  • ask for best time to be there, not high season
  • specify number of days for total trip
  • provide the chatbot your departure city
  • specify general location, not specific city or neighborhood
  • specify whether it's
    • a cross-country trip, automobile only;
    • a fly-drive 
  • specify whether:
    • one adult only;
    • a couple's trip;
    • a family trip with ages of children provide
  • specify:
    • budget;
    • moderately priced;
    • no expense caps 

It's amazing what a chatbot can do for you in less time than it takes to take a sip of coffee. 

Are there even any travel agents any more?

If I was a young student looking to become the nation's best hotelier, as an intern I would use a chatbot to assist a traveler at the time of registration by using AI to provide a two-page synopsis of events in the local area while staying in the local area. The process:

  • while checking in the traveler, hold a conversation with the traveler, asking the same questions that are always asked;
  • sprinkle the conversation with some open-ended questions and/or suggestions;
  • AI (think Siri) is listening in;
  • as the traveler is signing the agreement, hit the send button, sending the document to the traveler's cell phone. 

The two-page synopsis, everything from restaurants to shows to physical activities.

Years ago I studied a Myers-Briggs Type Indicator (link here) course. It was amazing how much it helped me when interacting with people I have / had known for a very short period of time. AI could be taught to do that and provide a more tailored two-page response to a traveler in the situation described above.

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Disclaimer
Brief Reminder 

Briefly:

  • I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
  • 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 Bakken, 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.
  • I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
  • Longer version here.