Host of @madmoneyoncnbc and I run the CNBC Investing Club.
My new book is out now: https://t.co/autOFQ2NP0
Dumb Signal has archived 2,875 posts
from Jim Cramer (@jimcramer) and classified
59 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
Jul 29, 2026 ยท 06:03 ET
stock
1st mention
Hard to amount an advance with oil higher; meanwhile European banks remind us that this group is a winner right now. Deutsche Bank good, SAN best in show
$DB$SAN
Wise guys talking smack about leveraged hedge funds, funds in semis going under to explain curious moves in Bloom. Intel, and SK Hynix as well as the disk drive companies.. .Could explain the erratic moves. There is a HUGE amount of leverage out there through dopey 2x single this and that
$BE$INTC$000660
We will rue the day we let this Monster into our markets. SK is more about margin calls and gambling than it is about DRAM pricing and capacity additions
$000660.KS
SK Hijinx call has something for bears and bulls: demand great, capacity additions, great. I mean this thing is all over the place. And so is the stock. We have news reports calling the quarter amazing and others calling it disappointing. And this is the most important stock out there?
SK Hynix turn and Seagate good.. bears really trying to take apart good story with Hynix
$000660.KS$STX
SK Hynix "miss" may not be that bad. Seagate is good. But have to deal with Iran....
$STX
How many times can Seagate say that there has been no diminution of demand in one conference call?
$STX
I told club members that Boeing is at last ready to run.. It can go much higher. The free cash flow--key metric-is that good
$BA
@jimcramer
Jul 28, 2026 ยท 10:15 ET
stock
1st mention
CAT with data center-lower
DE no data center-- higher
$CAT$DE
If OpenAI gets massive funding then Nvidia's stock will go higher. But from this market? They have to try. They can't wait until next year.
$NVDA
We don't know where the additional DRAMs are going to come from. But the action in SK Hynix is the same as every top i have seen in the group... anything can and will bounce but be aware that the action is prohibitive
$000660.KS
Oil (good) v. Hynix (bad) ... split market...again
$HXSCL
Struggling with enterprise software here... What multiple should ServiceNow have? How about Workday?
$NOW$WDAY
the volume in Nvidia supports the decline.. I would say if there were no financing involved Nvidia's stock would be soaring. All that matters to the market, though, is the financing and how Nvidia it will impact Nvidia negatively BECAUSE of memories of 2000
$NVDA
Tech that's not semi v. Nvidia. First National Bank of Nvidia is starting to really cause people to freak out...
$NVDA
New Nvidia Central Bank narrative tussles with oil and fed! love it... we got it
$NVDA
Today the market is saying we have seen the last of the cap ex increases... After Google, the buyers are going away from traditional tech....and the suppliers won't get the orders..
$GOOGL
Intel and AMD sellers, please come back and knock these two down for us!
$INTC$AMD
Market circling back to NON-semi tech, a la JNJ
$JNJ
wouldn't you know it, it's a software day!!! WDAY, CRM, NOW... counter trend
$WDAY$CRM$NOW
Market only has eyes for AMD right now... and why not? Fantastic story and Lisa Su is fantastic. But there is room for others!
$AMD
Last word on intel: fear of equity offering hanging over it --they don't need to do one and they have many who want to GIVE them money for foundry output. Very different case from a hyperscaler
$INTC
Bearish Intel analysts actually attempting to double down on their negativity. They traders want the stock unchanged. SK Hijinx not helping
$INTC
To listen to Intel is to listen to seasoned team that counts every penny before it spends it to develop a foundry, build a new cpu or, soon, to excel packaging
$INTC
Intel's the one.
$INTC