Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 11/5/25
Nov 6, 2025
Larry Culp, the Chairman and CEO of GE Aerospace, discusses the pivotal restructuring of General Electric that transformed its value and operations. He shares how selling the life sciences unit was crucial for stabilizing finances during a crisis. Phil Brace, President and CEO of Skyworks Solutions, dives into the strategic $22 billion merger with Corvo, emphasizing synergies and market expansions beyond just handsets. Both guests offer unique insights into managing risk and driving growth in today's volatile markets.
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Episode notes
Use Down Days To Buy Gradually
- Trust the market and use sell-offs as buying opportunities instead of panic selling.
- Add positions gradually over time rather than all at once to reduce risk.
Top AI Names Aren't Pure Momentum
- Leading AI and semiconductor firms often trade at multiples comparable to or below the market despite high growth expectations.
- Many speculative 'momentum' ETFs and plays are the real valuation risk, not the top AI companies.
Why Culp Came Out Of Retirement
- Larry Culp accepted the GE CEO role despite being retired because he saw it as the industrial challenge of his generation.
- He prioritized fixing the balance sheet and preserving GE's national importance.
