Host of @madmoneyoncnbc and I run the CNBC Investing Club.
My new book is out now: https://t.co/autOFQ2NP0
Dumb Signal has archived 2,562 posts
from Jim Cramer (@jimcramer) and classified
55 as real trade calls β each priced the day it was
made and graded by direction-signed returns at 1D / 1W / 1M / 1Y, deletion-proof.
The problem with the futures being down only 1% is I think we would be down 1% just on worries about how AI is eating everything, the puzzle that is Blue Owl and the Nvidia battles...
$OWL$NVDA
The pattern has been that the first trades are too bullish, I am not sure this time as oil is up only $5. Could the market see through to knowing oil is plentiful?
Tough day for some companies that should not have had a tough day, mainly AMAZON. It was the winner
$AMZN
RT @CNBC: 5. Costco
"Lots of people have cooled on the stock of Costco ... I still think the world of the company, though, and I recognizeβ¦
$COST
RT @CNBC: 4. Home Depot
"I believe our soon to be Fed Chief Kevin Warsh will cut rates aggressively and when he does you need a homebuildeβ¦
$HD
RT @CNBC: 3. Microsoft
"Ah, but Microsoft? This is the one I am worried about. I slept on this one, didnβt pay enough attention. It has thβ¦
$MSFT
RT @CNBC: 2. Qnity
"Qnity is the materials spin-off of Dupont ... Business is, as former Dupont CEO Ed Breen told us, just incredible. Weβ¦
$DD
RT @CNBC: 1. Corning
"Wendell Weeks, CEO of Corning, told us a story of how fiber was going to replace all copper as a better way to conneβ¦
$GLW
This AI news is great for AMZN-stock going wrong way
$AMZN
@jimcramer
Feb 27, 2026 Β· 03:56 ET
stock
1st mention
What was Block ne Square doing that it needed all those people? Sure they needed fewer people. But what they really needed was growth...Terrible stock...
$SQ
If you are running a program like the one crushing AI you want to sell all day and then nail the low at the close so you can say you did better than the low, or the average. That's Nvidia
$NVDA
Did Salesforce turn this market around and cause the run into soft and our of hard? how long can that last
$CRM
Hardware down. software up. Crowdstrike higher. They can't both go up...
$CRWD
David's right, of course, there is resistance to paying more for Nvidia . I think because we believe the hypersclarers are pretty much tapped out.. The call explains all the new buyers. I think it's a huge mistake to sell but i am not oblivious to the skepticism
$NVDA
We have a terrific piece out on Salesforce. I know that commerce, Tableau and marketing were weak and AgentForce can't yet make up for it, but it will. Marc Benioff talked about a huge buyback an he will fund it with debt. Look out above!
$CRM
Traders can't even be expected to read the Nvidia call. The key moment for me: the use of Claude Code, OpenAI codex and cursor that run on Nvidia. This is the explosion, not Amazon Web Services or Azure... Read the call. Read it with Gemini if you are confused. You will why you need to stay lon
$NVDA$AMZN$MSFT
These "stories" like Salesforce or Intuit or Workday are not easily understood because it's not binary, good or bad. It's how much you want to pay for something that has gone down in value but is NOT existential.
$CRM$INTU$WDAY
I have read several articles already about the "lukewarm" reception to Nvidia's quarter. These after hour "receptions" have been so wrong, as i have told you here many times. How was the down a dozen point reception to Workday yesterday? It proceeded to rally 14 points! Bring on lukewarm!
$NVDA$WDAY
way too many people running around scared of Nvidia as if they don't know what a great quarter looks like. It was amazing... suck it up!
$NVDA
Controversial night for certain.. could salesforce be like Workday, down big and then up?
$CRM$WDAY
Nvidia trading down from after hours high on questions about China. I think that's a mistake.
$NVDA
I have Marc Benioff from https://t.co/u99pNmC36M on tonight!!!
$CRM
Nvidia gross margins huge..rev forecast gigantic
$NVDA
DASH recovering nicely from Monday
$DASH
Sandisk ready to roll
$SNDK