Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 10/1/25
4 snips
Oct 1, 2025 Mike Dastor, CEO of J-Bell, shares insights following his company's remarkable quarter. He discusses J-Bell's impressive engineering capabilities and its significant investments in U.S. manufacturing. Dastor highlights the firm's vital role in data center and healthcare supply chains, shedding light on their innovations that are shaping the future. The conversation also touches on industry trends and how J-Bell navigates challenges, making it an engaging listen for anyone interested in manufacturing and technology.
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Quarter Winners Drive Year-End Flows
- Winners from the third quarter often get bought in the fourth as managers show clients they own the right stocks.
- Jim Cramer believes many Q3 leaders can keep rallying into year-end, though the biggest gains may be behind them.
Personal Hedge Fund Memory With Western Digital
- Jim recounts running a hedge fund and owning Western Digital as an undervalued pick decades ago.
- He says it's gratifying the market is finally giving the company credit, even if it's 30 years late.
Buy Dips In Proven Cyclical Names
- Stick with high-quality cyclical winners like Micron during dips and treat them as long-term holds.
- Cramer recommends buying the dip and doing homework rather than trading in and out.
