Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 10/13/25
Oct 13, 2025
Hock Tan, President and CEO of Broadcom, shares insights on the company's innovative custom chip partnerships that support generative AI. He highlights the strategic move to meet the immense compute demand from AI clients. Michelle Gass, President and CEO of Levi Strauss & Co., discusses the brand's shift to denim lifestyle, direct-to-consumer growth, and international expansion. She also reveals valuable insights into pricing strategies and the upcoming holiday sales lineup. Both leaders provide a glimpse into their industries' future amidst a shifting market landscape.
AI Snips
Chapters
Books
Transcript
Episode notes
Politics Can Trigger Rapid Market Do-Overs
- A presidential tariff threat can wipe out markets in one day and be largely reversed days later.
- Market moves now hinge heavily on political signals rather than fundamentals.
AI Partnerships Drive Massive Compute Demand
- Deals between chipmakers and AI firms are reshaping data-center demand and valuations.
- OpenAI's partnerships with NVIDIA, AMD, and Broadcom underline huge, sustained compute needs.
Scale Into Growth Stocks On Pullbacks
- Buy some Dutch Bros on weakness and plan to add if it drops further into the 40s.
- Use staged entries to manage risk in high-PE growth names.
