Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 5/15/25
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May 15, 2025 Tom Jordan, Chairman, President, and CEO of Kotaro Energy, shares insights on the booming natural gas market. He discusses the company's strategies for adapting to market demands and overcoming operational challenges while emphasizing the importance of diverse energy sources. The conversation dives into current supply and demand dynamics and how U.S. policies shape the energy landscape. Moreover, Jordan draws attention to the contrast between natural gas and oil production, highlighting the former's resurgence as a reliable energy resource.
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Constructive Criticism Beats Cynicism
- Being constructively critical about stocks leads to better investment outcomes than being cynically negative.
- Negativity causes investors to miss opportunities and trade ineffectively, resulting in poor returns.
Kotaro's Natural Gas Edge
- Kotaro Energy's focus on natural gas positions it well amid rising global gas demand and shifting energy policies.
- Their diversified gas assets and LNG contracts offer flexibility to capitalize on the natural gas renaissance.
CoreWeave's AI Data Center Story
- CoreWeave grew rapidly despite a difficult IPO amidst AI fears and tariff uncertainties.
- They heavily invest to meet demand, showing faith in their own growth potential and strong customer contracts.