Squawk on the Street Cramer's Morning Take: Qualcomm 10/27/25
6 snips
Oct 27, 2025 Jim Cramer delivers a bold warning for Qualcomm shareholders: sell now! He discusses the impact of a recent chip announcement that led to an incredible 32% stock surge, emphasizing the need to act swiftly. The conversation flows with insights into market headlines and investment strategies, urging listeners to stay informed. Cramer's candid approach keeps the discussion lively as he navigates the fluctuations and risks of the stock market.
AI Snips
Chapters
Transcript
Episode notes
Don't Chase Momentum Into Qualcomm
- Avoid chasing the trade from Micron or other memory winners into Qualcomm purely on headline momentum.
- Cramer warns momentum shifts can flip quickly and turn gains into losses if based on hype.
Mega, Not Giga: Scale Below Expectations
- The announced chip's scale is described in 'mega' terms, not 'giga', implying limited performance or production.
- Cramer uses that detail to underscore the announcement's weak substance despite the stock rally.
1999-Style Market Mania Returns
- The market is replaying 1999-style mania where a single hit announcement triggers rapid buying.
- Cramer calls this 'magical investing' that turns short-term excitement into outsized trades regardless of fundamentals.