Squawk on the Street Cramer's Morning Take: CrowdStrike & Danaher 1/29/25
Jan 29, 2025
Jim and Jeff dive into the impressive performance of CrowdStrike, particularly its effectiveness in ransomware protection. They also unpack the struggles faced by Danaher, linking them to leadership issues. The discussion touches on the growing impact of AI in the software realm, specifically how Salesforce is addressing data and commoditization challenges. Their insights provide a compelling look into the future of these critical sectors.
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Episode notes
Cybersecurity Importance
- Cramer spoke with George Kurtz of CrowdStrike, praising their ransomware prevention efforts.
- He emphasizes the importance of cybersecurity, especially with concerns about DeepSeek.
Profit-Taking Strategy
- Jeff Marks mentions trimming some CrowdStrike stock after a 30% gain.
- He advises taking disciplined profits, even with strong company performance.
Danaher Disappointment
- Cramer expresses deep disappointment with Danaher, going beyond his initial assessment.
- He questions their credibility and contrasts them with Starbucks, which showed more urgency.