Squawk on the Street Cramer's Morning Take: Home Depot & Nvidia 3/20/25
Mar 20, 2025
Jim Cramer and Jeff Marks share their insights on the booming home retail market, highlighting Home Depot as a potential buy. They delve into the latest trends in robotics and automation, featuring exciting developments like DeepSeq and its partnership with Disney. The discussion also touches on market dynamics influenced by interest rates and tariffs, with an optimistic forecast for the upcoming gardening season. Turn up for candid market analysis and what's shaping the investment landscape!
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Home Depot: A Buy?
- Consider Home Depot a potential buy, currently priced at $359.
- Worries about tariffs on Home Depot are overblown, and interest rates suggest a positive outlook.
Jensen World's Impact
- The Jensen World event signifies a crucial part of the U.S. economy, with $3 trillion in replacement work needed.
- This overshadows the housing market, making Jensen World's impact substantial.
Conversation with Jensen
- Jim Cramer recounts his conversation with Jensen, highlighting the president's direct and bullish attitude.
- Jensen believes the market misinterpreted DeepSeq's impact, which will further increase computing needs.