Jim Cramer (@jimcramer)
@jimcramer
Host of @madmoneyoncnbc and I run the CNBC Investing Club.
My new book is out now:
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We must NOT let our companies use these Chinese models to save a few bucks. OpenAI and Anthropic are correct. This is vital national security. Please read Bing West's just released Cat 5. I respect the Chinese people greatly but these companies are run by the PLA for heaven's sakes.
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We have a CNBC Investing Club meeting tomorrow where i will reaffirm that Intel is my favorite stock. Intel is the third biggest customer of ASML
These parabolic move unwinds in the semis and in the data center assisters are playing out like all other parabolic moves, vicious , sudden. Now we are in no man's land for many, too later to sell but way too early to buy.
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The Chinese economy is so weak maybe they can't afford to buy more planes...
