Oh yeah, yeah, yeah, yeah. I agree. Lam is the winner of what happened in Micron. People didn't seem to notice. You buy, if you had to buy 100 shares, you buy 50 on Monday, okay? And then you wait, down 10%, and you buy another 50. You've got a winner in Lam Research. While we acknowledge the potential of LRCX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit signific ...

公司业绩与市场反应 - 国际商业机器公司上一季度业绩表现不佳 遭到市场猛烈抛售[1] - 评论者认为公司上一季度业绩实际上并不差 其股价下跌缺乏特别理由[1] - 评论者认为公司股价的下跌走势显得奇怪 因为其认为该季度业绩扎实[1] - 评论者预期公司将以一个强劲的季度业绩扭转之前的股价跌势[1] 业务构成与投资观点 - 国际商业机器公司提供软件、咨询、云端及现场技术解决方案 并为客户使用其产品提供融资服务[3] - 评论者认为国际商业机器公司在此价位是一个极佳的买入选择[3] 量子计算业务 - 评论者希望公司即将公布的强劲季度报告中包含大量关于其量子计算进展的信息[1] - 评论者强调公司的量子计算业务是真实的[1] - 评论者认为量子计算未来将非常重要 但目前公开交易的量子计算公司只是科学实验项目[3] - 评论者指出目前唯一可行的量子计算业务属于谷歌、国际商业机器公司和霍尼韦尔[3]

ServiceNow's finally in the black for the day. It's got an expanded buyback, and the CEO bought a ton of stock at a much higher price. It's been a chronic underperformer; it's still down 42% for the year. It can go higher… Both ServiceNow and Salesforce have some businesses that should be disruptable and others that aren't. If you have any division, though, that is disruptable right now, Wall Street is merciless to your stock. While we acknowledge the potential of NOW as an investment, we believe certain AI ...

核心观点 - 市场对特斯拉的关注焦点正从其传统汽车业务转向其未来科技愿景 包括自动驾驶出租车和机器人 同时 SpaceX 潜在的首次公开募股可能削弱特斯拉作为投资埃隆·马斯克愿景的唯一公开渠道的稀缺价值 从而对股价构成压力 [1][2] 市场预期与关注点 - 投资者对特斯拉的关注点已从汽车业务转向自动驾驶汽车 机器人以及SpaceX首次公开募股份等未来科技领域 不再希望将特斯拉仅仅归类为一家汽车公司 [1] - 市场共识预期显示 分析师和投资者预计特斯拉的销售额和收益将在2026年及2027年恢复增长 [2] - 特斯拉需要展示其在自动驾驶出租车和机器人等未来关键项目上的进展 否则市场将重新聚焦于其表现不佳的汽车销售业务 [2] 业务现状与挑战 - 特斯拉的核心汽车业务表现持续不佳 近几周令人失望的生产和交付数据进一步印证了这一点 该业务已连续数年表现疲软 [2] - 公司业务涵盖电动汽车的设计与销售 以及为住宅 商业和工业客户开发安装太阳能和储能系统 同时也在研发自动驾驶汽车和机器人 [2] 未来催化剂与风险因素 - 埃隆·马斯克预测 人形机器人有望在明年年底前上市 市场需要看到相关进展的迹象 [2] - SpaceX计划在不久的将来（可能在今年）进行首次公开募股 这可能导致部分马斯克的追随者从特斯拉转向SpaceX [2] - 随着SpaceX首次公开募股的临近 特斯拉作为投资马斯克愿景的唯一公开渠道的稀缺价值即将丧失 这可能使股价持续承压 除非其在自动驾驶出租车或核心业务方面取得更多进展 [2]

Vertiv Holdings Co (NYSE:VRT) was one of the stocks on Jim Cramer's recent Mad Money game plan. Cramer said that the stock's elevated levels make him want to be "careful," and went on to say: Next up, Vertiv's had a huge run. The company just, it provides the non-semiconductor innards, a lot of air cooling. It's reported some excellent quarters of late and roared higher on each one. But I don't think I've ever seen the stock up almost 90% just for this year before it reported. That makes me want to be caref ...

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Stock market data. Photo by Photo by Alesia Kozik GE Vernova Inc. (NYSE:GEV) provides products and services for generating, converting, storing, and managing electricity, including gas, nuclear, hydro, and wind technologies. When a caller asked about the stock during the episode aired on March 19, Cramer said: GE Vernova Inc. (NYSE:GEV) was one of the stocks on Jim Cramer's recent Mad Money game plan. Cramer ...

While we acknowledge the potential of BA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. The Boeing Company (NYSE:BA) was one of the stocks on Jim Cramer's recent Mad Money game plan. Cramer noted that it could be a huge mover and said: READ NEXT: 33 St ...

United Airlines Holdings, Inc. (NASDAQ:UAL) provides passenger and cargo air transportation through its mainline and regional fleets. In addition, it offers ground handling, flight training, loyalty program, and maintenance services. Laying out his game plan on January 16, Cramer said: Photo by Adam Nowakowski on Unsplash United Airlines Holdings, Inc. (NASDAQ:UAL) was one of the stocks on Jim Cramer's recent Mad Money game plan. Cramer mentioned the company during the episode, as he said: Next, I'm a big b ...

RTX Corporation (NYSE:RTX) was one of the stocks on Jim Cramer's recent Mad Money game plan. Cramer emphasized that the stock has had a "rare dip" as he remarked: Disclosure: None. Follow Insider Monkey on Google News. RTX Corporation (NYSE:RTX) makes aerospace and defense systems for commercial, military, and government customers. The company builds aircraft engines, avionics, and defense technologies, and also provides maintenance, training, and support services. While advising investors to stick by the d ...

Photo by Adam Nowakowski on Unsplash D.R. Horton, Inc. (NYSE:RTX) was one of the stocks on Jim Cramer's recent Mad Money game plan. Presenting a scenario in which interest rates come down, Cramer said: My hope post-war is that interest rates come down. The new Kevin Warsh-led Federal Reserve cuts rates, and housing explodes. If that happens, D.R. Horton stock will react well. It's the low-priced home builder. Let's see how they're doing ahead of that. While we acknowledge the potential of RTX as an investme ...