Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 2/19/25
Feb 20, 2025
In this engaging discussion, Tim Archer, President of Lam Research, shares insights on the company’s robust performance and innovations in semiconductor production. Tony Sarsom, President and CEO of SpartanNash, reveals strategies to tackle inflation and boosts from unexpected quarterly results. Meanwhile, Jayshree Yulala, Chair and CEO of Arista Networks, highlights the transformative impact of AI on cloud networking and shares perspectives on stock performance, positioning Arista as a key player in the tech landscape.
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Episode notes
Travel and Leisure Boom
- Invest in travel and leisure stocks, a positive cycle fueled by post-COVID trends.
- Buy United Airlines (UAL) on weakness, a reliable performer in a booming industry.
Cyclical to Secular Shift
- COVID-19 pandemic shifted some cyclical travel stocks, like Marriott and Airbnb, to secular growth.
- Disney, Royal Caribbean, Expedia, Booking Holdings, and American Express are also good buys.
Bearish Housing Cycle
- The housing cycle is currently bearish, with cracks appearing due to high mortgage rates and inflated prices.
- Toll Brothers CEO, Doug Yearley, noted significant price appreciation in certain markets necessitates correction.