Ntawm no yog dab tsi Jim Cramer tab tom yuav ntawm kev muag khoom tsis tu ncua

S&P 500 Performance index yog qis dua 1.0% rau hnub Friday, tab sis Jim Cramer npaj "muab nyiaj los ua haujlwm" vim tias kev muag khoom tsis tu ncua, nws hais tias, tau ua ntau cov khoom lag luam pheej yig rau tus kheej.

Cramer's bull case rau General Motors

Ib lub npe tshwj xeeb uas tshwm sim rau nws yog lub tuam txhab qub txeeg qub teg General Motors Co (NYSE: GM) uas poob qis me ntsis hauv 20% lub hlis no. Ntawm CNBC's "Squawk ntawm Txoj Kev", Mad Money tus tswv hais tias:

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

General Motors pauv ntawm xya lub sijhawm khwv tau nyiaj. Nws tau txais daim ntawv tshuav nqi zoo dua. Nws ua ntau yam khoom siv high-tech. Lawv muaj cov chips, yog li lawv tseem yuav muag ntxiv. Qhov kev thov tsis zoo li yuav poob qis vim yog plaub tus nqi hikes. Yog li, kuv tsom mus rau cov tuam txhab xws li General Motors.

Tsuas yog ib hnub dhau los, tus neeg ua lag luam billionaire Jeremy Grantham tau hais tias Asmeskas cov khoom lag luam tau nyob rau hauv "superbubble", thiab tus qauv ntsuas tuaj yeem poob mus rau 2,500 qib, uas, raws li Cramer, yog qhov tsis lees paub hais.

Cramer nyiam qhov chaw semiconductor

Lwm yam tshaj li GM, Cramer txaus siab yuav cov khoom lag luam semiconductor, tom qab 12% poob hauv VanEck Semiconductor ETF (SMH). Behemoths zoo li AMD thiab Nvidia Corp (NASDAQ: NVDA) yog nws qhov kev xaiv zoo tshaj plaws hauv cov haujlwm no.

Peb muag qee AMD ntawm $ 160, tab sis peb tau pib yuav nws rov qab. Thiab tom qab ntawd Nvidia, kuv xav tias, muaj ntau yam mus. Nws yog koj lub gaming nti, nws yog koj metaverse nti. Yog li, kuv nyiam cov semiconductors uas tau nqis los ntau heev. Kuv nyiam cov tuam txhab uas siv los kim heev tab sis tsis yog tam sim no.

Nyuam qhuav pib lub lim tiam no, txawm li cas los xij, Piper Sandler's Harsh Kumar tau txo qis Advanced Micro Devices mus rau "qhov nruab nrab" thiab txo nws lub hom phiaj tus nqi mus rau $ 130, hais txog ntau qhov muaj peev xwm tshwm sim hauv 2022.