Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 7/1/25
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Jul 1, 2025 Jim talks with Aaron Jagfeld, Chairman and CEO of Generac, who steers the company in power solutions. They dive into the booming housing market and how recent laws are reshaping retail investments. The conversation also tackles the fallout from April's tariffs, hitting various sectors hard, yet revealing adaptive strategies for investors. Jagfeld shares insights on the urgent need for backup power solutions and the promising outlook for Generac amidst market shifts, emphasizing the importance of diverse energy portfolios.
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Broadening Bull Market Dynamics
- The current bull market is broadening beyond tech to include housing and retail sectors.
- New, less experienced buyers are driving up housing stocks due to the Senate's budget bill supporting mortgages.
Hiking Gear Insight
- Jim Cramer shared a personal hiking trip where he borrowed Helly Hansen gear.
- He praised Contour Brands' acquisition of the brand, seeing it as transformative.
Buy Palantir After Dip
- Buy Palantir stock after a short three-day dip to capture momentum gains.
- Use short-term market pullbacks as buying opportunities in momentum stocks.