Why Jim Cramer says Nvidia may score a win in China — plus, CrowdStrike gets downgraded
Jim Cramer and CNBC Investment Club with Jim Cramer on weekdays are organizing a live stream at the “Morning Meeting” at 10:20. Here is a summary of the key moments on Monday. 1. The stock market is lower on Monday as some profits reserved after the record of the S & P 500 on Thursday before the holidays waiting for new trade developments and before the holiday weekend. “The history of this special rally is that it does not last long.” He said. After the end of the morning meeting, President Donald Trump said that Japan and South Korea would be subject to 25% tariffs from August 1st. Stocks said that he fell into this news, which said the Treasury Secretary Scott Bessent will “be a few trade announcements for the next 48 hours of the next 48 hours” on Monday. Our reliable momentum indicator, S&P short -range oscillator ended more deeply last week, so Jim now proposes to “purchase”. 2. Club name Crowdstrike, Piper Sandler’deki overweight holding equivalent to the equivalent neutral degree. The Cyber Security Stock Stock has reached Piper Sandler’s target price of $ 505 after the big run, and analysts say they didn’t see a close -term catalyst to increase forecasts. Analysts, “Corporate value is now exceeding $ 125 billion and stocks out of the year to 21 times our income estimate and about 70x of free cash flow estimation”. In contrast, Portfolio Analysis Director Jeff Marx stated that we periodically profit in Crowdstrike, and that we did not ignore the high valuation of the stock. Last week, Jim called Crowdstrike because he was wrong because he was in doubt that he recovered from the huge July 2024 deduction affecting the company’s millions of Microsoft devices last week. Jim said on Monday that some analysts could increase their forecast with the anniversary of the deduction. 3. Citigroup raised the club’s name Nvidia’s price target from $ 180 from $ 180, and analysts referred to the expansion of the total addressable markets (full) of artificial intelligence. The CITI analysts now reflect Tam as $ 563 billion for $ 500 billion in 2028 for AI data center semiconductors. Jim said that after the changes in NVIDIA’s stance in Washington’s chip design companies, Chinese customers said he would take back the ability to sell some kind of AI chip. “I am determined that the government gives Synopsys a green light when it gives green light and cadence [by lifting export restrictions to China]Maybe Nvidia can’t be that far. They’re big partners, “he said. At the end of the video of stocks in the fast-fire fire on Monday at the end of the video: Applied materials, Netflix, T-Mobile IBM and Coreweave. With a Wit, you will invest in a trade warning with the conditions of trade and the secret investment.
