Locator: 49299CRAMER.
Of course: begins with the historic, multi-year agreement between AMD and OpenAI. Yes, I understand the skepticism. Those folks swiping the way the deal was reached, is exactly how Warren Buffett / BRK took a stake in OXY.
Almost all techs are up in pre-market trading.
1999? Cramer -- I won't paraphrase Cramer -- it's complicated, but one needs to listen to Cramer.
Regardless: it's going to be a bad day today for those shorting AMD.
AAPL: tea leaves suggest AAPL could hit a 52-week high today.
Finally -- and this is cool -- he's using the right word: "reasoning.'
AI prompt: generative ai inference reasoning how do these terms al relate.
AMD: as the shorts start "covering," AMD shares will gain; waking up to a "Titanic" disaster -- AMD now up $61.
Oil and gas: generally shares up across the board, but not by much.
MU: up $10.
Ford: this is one of Cramer's favorites. Hybrids. Farley's time. No comment:
Cramer interview with AMD's CEO and OpenAI's founder and president, Greg Brockman. Another not-too-miss interview. New buzz word: computer.
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The Eisen Hour
Sara Eisen is spending way too much time on Nike. Across her two hours, she dedicated a full hour to a two-part interview with the Nike CEO on what is turning out to be one of the busiest days for the market in a long time.
And that's the problem CNBC. The producer needs to start planning the daily show two weeks early, and then gradually refine the day for the next two weeks. By the time much of what gets on CNBC it's already old news. In addition, CNBC definitely has its favorites.
I'm not aware CNBC giving this much attention to Apple / AAPL for example.
But, or course, I'm very biased.
See disclaimer.
On a huge day for tech, today, NKE is down. Nike's one-year and five-year charts look abysmal. But for some reason, CNBC likes this stock. This suggests to me that CNBC viewers are very, very interested in Nike also. I don't have a position in NKE, never have, never will.
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Other Opportunities
Prospero is a free app that uses AI to look at thousands of real time data points and give you easy to understand scores. The app is on my iPad desktop.
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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.
