Jim

“It stuck a dagger into the heart of the bulls, that heart being one of the greatest investment stories ever told, the multi-trillion-dollar data center buildout,”

Jim · said 2026-11-06 · reported 2026-11-06

Jim Cramer said the midterm election results struck a blow to the bullish thesis behind the multi-trillion-dollar data center buildout during his opening address at the Investing Club's 4th annual meeting.

“I want to circle the wagons around the best and redeploy capital into other, less risky, stocks, continuing my paring, going for the best and taking losses if we have to, to get to higher ground,”

Jim · said 2026-11-06 · reported 2026-11-06

Jim Cramer said he wants to redeploy capital into less risky stocks and take losses if necessary to reach higher ground.

“I will also be more sanguine if the giant Anthropic deal comes public and it can show people how valuable compute can be.”

Jim · said 2026-11-06 · reported 2026-11-06

Jim Cramer said he would become more optimistic if the giant Anthropic deal goes public and demonstrates the value of compute.

“It's not burning a hole in my pocket,”

Jim · said 2026-11-06 · reported 2026-11-06

Jim Cramer said the Club has ample cash and he is not eager to put it to work right away.

“Apple is the very clear winner. They've got the best products. They have tremendous customer satisfaction,”

Jim · said 2026-11-06 · reported 2026-11-06

Jim Cramer called Apple the clear winner, praising its products and customer satisfaction during a discussion with portfolio director Jeff Marks.

“I'll buy more J & J if it's down one more day,”

Jim · said 2026-11-06 · reported 2026-11-06

Jim Cramer said he would buy more Johnson & Johnson if the stock falls one more day, noting its robust drug pipeline and recent FDA approval.

“I want to buy FedEx right here.”

Jim · said 2026-11-06 · reported 2026-11-06

Jim Cramer declared he wants to buy FedEx, pointing to it as a potential place to redeploy cash as oil prices decline.

“Not fast enough into Kimberly-Clark ,”

Jim · said 2026-11-06 · reported 2026-11-06

Jim Cramer said the Club did not reposition into Kimberly-Clark fast enough after trimming AI exposure.

“Apple, I think even up here at 38, 39 times earnings is one of the best stocks we own.”

Jim · said 2026-11-06 · reported 2026-11-06

Jim Cramer said Apple remains one of the best stocks the Club owns even at 38 or 39 times earnings.

“Not fast enough into Cardinal Health .”

Jim · said 2026-11-06 · reported 2026-11-06

Jim Cramer said the Club did not reposition into Cardinal Health fast enough after trimming AI exposure.

“Own it, don't trade it. I am not deviating. This will be the last that we will sell because it's the best,”

Jim · said 2026-11-06 · reported 2026-11-06

Jim Cramer reaffirmed his commitment to Nvidia despite its decline this year, calling it the best and the last stock the Club would sell.

“Oh boy, I like that stock,”

Jim · said 2026-11-06 · reported 2026-11-06

Jim Cramer expressed enthusiasm for FedEx, praising CEO Raj Subramaniam's cost-cutting efforts and robot-based loading operations.