Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 10/30/25
10 snips
Oct 30, 2025 
Steve Huffman, co-founder and CEO of Reddit, shares insights on the platform's recent strong quarter, highlighting ad growth and innovative monetization strategies. Rob Lynch, CEO of Shake Shack, discusses operational improvements that have enhanced service speed and accuracy while tackling rising commodity costs. Hanukkah Faber, CEO of Logitech, reveals strong performance driven by work-from-office demand and success in China, emphasizing partnerships and product innovation as key growth factors.
AI Snips
Chapters
Transcript
Episode notes
Meta's Capex Shock Shook Tech Markets
- Meta's heavy unexpected capex spooked investors and triggered a tech-wide selloff despite strong user and profit metrics.
- Jim Cramer sees this as a catalyst that refocused buyers onto real-economy stocks temporarily.
Big Tech Earnings Can Reverse Selloffs
- Amazon and Apple reported after-hours beats that likely will pull money back into tech quickly.
- Strong AWS growth and Apple's upbeat guidance changed the narrative from costly capex to durable demand.
Reddit's Ad Build-Out And Margins
- Steve Huffman described Reddit's ad monetization journey and rapid ad revenue growth of 74% year over year.
- He framed Reddit as high-margin, low-capex and still early in its monetization runway.