Squawk on the Street Cramer's Morning Take: Capital One 3/25/25
Mar 25, 2025
The discussion kicks off with Alibaba's warning about a potential AI bubble in the U.S., sparking a debate on the technology's future. They delve into Capital One's stock potential, especially in light of its prospects following Discover Financial's deals. The conversation shifts to the crucial role of electrical capacity for AI infrastructure, emphasizing CoreWeave's upcoming public offering. Finally, they share insights on stock valuation intricacies and strategies to navigate challenges associated with major deals.
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Disagreement on AI Bubble
- Jim Cramer disagrees with Joe Tsai's prediction of an AI bubble.
- Cramer believes the AI sector needs more data centers and compute power, not less.
AI Infrastructure Needs
- Concerns exist regarding insufficient electricity capacity to power AI factories, not a lack of demand.
- Jensen Wong emphasizes the need for 100x more compute, indicating a need for more data centers.
Investment Advice: CoreWeave
- Watch CoreWeave, a data center company going public, as a potential investment opportunity.
- More companies going public are needed in this sector.