Ever since Susan Salka left, the party has been over. She had control over these things, and I don’t think the company is doing well.
-On AMN Healthcare ($AMN)
If you can’t price the product, get out of business. That’s the way I feel.
-On Humana ($HUM)
Hold on to it. It’s a good story.
-On SiTime ($SITM)
The perfect top indicator doesn’t ex- https://t.co/1vtWYdQ5U4
— Inverse Cramer (Not Jim Cramer) (@CramerTracker) October 2, 2024
That Nike quarter was incredibly sobering. Under Donahoe this company fell radically behind in pretty much every category and adopted a business model that cratered its partners and ended its preeminence in running. Not a quick fix
— Jim Cramer (@jimcramer) October 2, 2024
The hot money is streaming out of Nvidia and Apple and into China. Let it stream. Do not defend these now. Let this money leave. On China only BABA has actual fundamentals if you must.. But let it rain here. Get all of these short Nvidia options and etfs to play out..
— Jim Cramer (@jimcramer) October 2, 2024
That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.
See you tomorrow,
-IC
It’s got really fabulous drugs. Even with the litigation, I do want to buy down here -On Johnson & Johnson ($JNJ)
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Lockheed Martin has come down so much that it’s getting hard for me to dislike it. I think the administration is far more focus on a Palantir solution to procurement. I do not want to get in the way of the Palantir buzz saw because that’s very close to Elon Musk. -On Lockheed Martin ($LMT)
TUESDAY JUN 10 Joby is good, and I’m going with it. Joby is ok. -On Joby Aviation ($JOBY) You’re in good shape. That’s Rene Haas. His stock is doing very well. He is a partner of Nvidia, and they forget he used to worked in Nvidia. -On Arm Holdings ($ARM) I think it’s a wait…
I did not like the warranty number once again. I did not like how much they are losing in EVs. -On Ford ($F)