Cramer stood up to support several technology stocks that were bearish on Wall Street. Despite the ongoing doubts about Nvidia, Apple and Warner Bros. Discovery, the veteran CNBC host chose to speak the other way around. He believes that Wall Street analysts may have looked away this time - the fundamentals of these companies are far more solid than market sentiment suggests. Nvidia, in particular, although there is a lot of talk about cooling the AI boom, Cramer firmly believes that its moat in the chip field is still strong. As for Apple, the market is worried that iPhone sales will peak, but he feels that the growth of the service business is seriously underestimated. Warner Bros. Discovery is another controversial target, with a fierce streaming war, but Cramer is optimistic about the long-term value of its content library. Is this anti-consensus view an opportunity for contrarian investment or blind optimism? The market will give the answer.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
9 Likes
Reward
9
3
Repost
Share
Comment
0/400
Rugpull幸存者
· 19h ago
Cramer has started to sing the opposite again, this guy is really a contrarian indicator of market sentiment, right?
NVDA service fees are going to rise again, and the word moat makes my ears callouse when I hear it.
Apple's services business grows... Okay, I believe you once, but if the iPhone can't be sold, it won't sell.
Streaming media is a bad debt, who dares to touch whoever is unlucky, whose leek is Cramer trying to cut?
Anti-consensus ≠ make money, this logic is too naïve haha.
Wall Street is bearish and buys, and I can't afford to pay this kind of IQ tax.
Solid fundamentals? To put it nicely, financial reports are the truth.
Was he wrong or did I not understand... Anyway, I didn't dare to move.
View OriginalReply0
LiquidityLarry
· 19h ago
Cramer started to operate in reverse again, this guy said that I was bearish on the stock with my backhand, and I tried it repeatedly
View OriginalReply0
DefiVeteran
· 19h ago
Cramer is working again, and every time this guy operates in reverse, I have to see if he is really buying it in his hand
Apple services are underrated? How do I feel overrated...
I believe that NVIDIA's moat is strong, but now it's all the takeovers
Who dares to touch the stall of streaming media, WBD is not as good as a direct stud ETF
Cramer said that if you agree, you must do it in reverse, which is a lesson from my years of blood and tears
Cramer stood up to support several technology stocks that were bearish on Wall Street. Despite the ongoing doubts about Nvidia, Apple and Warner Bros. Discovery, the veteran CNBC host chose to speak the other way around. He believes that Wall Street analysts may have looked away this time - the fundamentals of these companies are far more solid than market sentiment suggests. Nvidia, in particular, although there is a lot of talk about cooling the AI boom, Cramer firmly believes that its moat in the chip field is still strong. As for Apple, the market is worried that iPhone sales will peak, but he feels that the growth of the service business is seriously underestimated. Warner Bros. Discovery is another controversial target, with a fierce streaming war, but Cramer is optimistic about the long-term value of its content library. Is this anti-consensus view an opportunity for contrarian investment or blind optimism? The market will give the answer.