Squawk on the Street Cramer’s Morning Take: Home Depot 12/11/25
Dec 11, 2025
Jim Cramer dives into the contrasting performance of consumer and tech stocks, spotlighting a market split. He emphasizes the importance of ignoring short-term noise in favor of a long-term focus. The discussion highlights a positive shift in Home Depot's narrative, suggesting it could soar if housing transactions pick up. Cramer also reflects on how a previous weak quarter for Home Depot has turned into a bullish outlook, showcasing the ever-changing dynamics of the market.
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Buy Stocks That Win From Rate Cuts
- Buy stocks that benefit from lower interest rates, particularly consumer-tied names like Home Depot.
- Focus on names that improve when housing activity increases because they can outperform after rate cuts.
Market Is Becoming Bifurcated
- The market is bifurcating between consumer-linked stocks and weak tech names after the rate move.
- Limited capital shifts mean some sectors come into favor while others fall out of favor quickly.
Conversation With Home Depot Contact
- Cramer recounts speaking with someone from Home Depot and discusses external factors like government actions affecting stores.
- He argues Home Depot will rise if housing turnover picks up, reversing the so-called 'bear quarter' narrative.
