Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 12/12/25
5 snips
Dec 13, 2025 Sharon Price-John, President and CEO of Build-A-Workshop, shares insights on the company’s impressive turnaround strategy. She discusses the impact of tariffs and how they've managed an $11 million hit while maintaining margins. Strong Black Friday sales have boosted consumer confidence, with notable increases in conversion rates. Sharon also highlights the emotional appeal of their unique products, catering especially to travelers. Her focus on returning capital through buybacks and dividends reflects a savvy approach to company growth.
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Scale Into Fallen Data-Center Stocks
- Wait for AI and data-center stocks to settle down a few days after sharp sell-offs before buying.
- Buy small tranches and scale in, rather than trying to time an immediate bottom.
Macro Reports Drive Rotation
- Macro prints (jobs, retail sales) will drive Fed rate-cut expectations and rotate market leadership.
- Strong payrolls can end the narrative for more cuts and hurt rate-sensitive shares like homebuilders.
Use Suppliers As Early Signals
- Listen to Jabil's report as a potential data-center health indicator and reversal catalyst.
- Use supplier and hardware reports to confirm sector demand before committing to AI names.