Host of @madmoneyoncnbc and I run the CNBC Investing Club.
My new book is out now: https://t.co/autOFQ2NP0
Dumb Signal has archived 2,557 posts
from Jim Cramer (@jimcramer) and classified
55 as real trade calls โ each priced the day it was
made and graded by direction-signed returns at 1D / 1W / 1M / 1Y, deletion-proof.
@jimcramer
May 07, 2026 ยท 09:43 ET
stock
1st mention
We have ARM coming up.. Data Dog star of game... Enterprise Software
$ARM$DDOG
Is AMD the Secretariat of this era???
$AMD
I am interviewing the ceos of a bunch of CNBC Investing Club companies today including the ceo of Arm Holdings, Rene Haas, ceo of Corning, Wendell Weeks, Nvidia's Jensen Huang.. Arm is 9:50 a.m. on SOTS while Wendell and Jensen are tonight on @MadMoneyOnCNBC Hope you will watch!!
$ARM$GLW$NVDA
i think ARM will be fine...Doordash confident....
$ARM$DASH
Stock of Disney can make a move here https://t.co/GAIMiuqv7Q
โ Quoting @ESPNPR
$DIS
Arm, Doordash, really coming together...
$ARM$DASH
We bought Corning for the club because of the relationship with Apple, but this is the big one
$GLW$AAPL
| return | 1D | 1W | 1M | 1Y | now |
| $AAPLlong |
-0.0% | +4.0% | +7.0% | โ | +5.6% |
| $GLWlong |
+0.5% | +13.7% | -2.0% | โ | -19.1% |
Corning will increase mfg capacity by 10x expand US fiber production capacity by more than 50%--club number
$GLW
Wherever i go i am hearing execs admit that the move in Samsung/SanDisk/CPU/WDC complex et. al. is secular, part of a new compute economy based on a.i. than it is cyclical. These are rare moves that befuddle the marketplace.
$WDC
One two punch of AMD-Samsung shows the power of the AI Compute economy and its vastness
$AMD
Lisa Su on tomorrow's Squawk on the Street
$AMD
I see nothing wrong with Palantir.. i liked the quarter
$PLTR
Eaton reaction is typical of what happens; goes down and then comes right back up and then some. Over-reaction to nothing. Accelerated order growth, too
$ETN
Palantir free cash flow this quarter larger than revenue in the year ago quarter. Lots of headlines that commercial was weak. Read the conference call.. You won't be concerned
$PLTR
Thank you to Andy Jassy and the team at Amazon for hosting us today! What an unbelievable story!
$AMZN
Coming at you tonight from Amazon HQ in Seattle! @MadMoneyOnCNBC
$AMZN
@jimcramer
May 04, 2026 ยท 09:18 ET
stock
1st mention
Quanta is another that has to gallop to where it has to go...
$PWR
Amazon: AWS up 28%, Semis- $50b run-rate; Ads, $17b with huge gross margins, Entertainment is one to watch and now supply chain management for others?? Oh and there's Prime
$AMZN
Oracle and SanDisk have become the tells of this market
$ORCL$SNDK
Memory shortage stocks have to go to a higher place. It's very difficult to imagine it, but stocks do gallop to where they should be... WDC SNDK, STX, will be overheated until they get to where they have to go
$WDC$STX
I think we will be dealing with the recalcitrant Cohen from Gamestop for ages. I think he loves what he's doing.. which is to try to make everyone look puzzled when he is puzzling-and i am being a real gent in putting it like that-- rival Amazon? I am at Amazon today.. hmmm
$GME$AMZN
It's the networkers and the demand shortage stocks--sandisk--that are still in charge. Everyone worried AGAIN about an Nvidia rollover . What else is new?
$NVDA$WDC
We need all of these Apple naysayers to raise their hands and be accounted for
$AAPL
Alphabet, Amazon, Apple breaking away...Incredibly well-run companies, triumphing over lots of obstacles, obstacles that Wall Street thought could not be overcome...
$GOOGL$AMZN$AAPL
Nvidia played a small role last night because people would rather talk about their own creations, but there is no doubt about its importance. So as it comes down... pick
$NVDA