Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 1/8/25
Jan 9, 2025
Lisa Gill, Managing Director at J.P. Morgan and head of healthcare services research, discusses key insights into the healthcare sector, particularly around M&A activities. She delves into shifting corporate strategies influenced by changes in the political landscape, highlighting significant mergers post-Trump. Additionally, the implications of a potential TikTok ban on stock markets are explored, alongside valuable analyses of drug distributors and CVS's Medicare Advantage performance. Lisa's expertise shines as she navigates the complex intersections of healthcare and finance.
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Frothy Stock Warning
- Beware of "flavor of the month" companies that get overheated.
- Focus on earnings and sales, not just concepts, to avoid the danger zone.
Quantum Computing Bubble
- Quantum computing stocks are the most chimerical and dangerous investment.
- Jensen Huang, CEO of NVIDIA, predicts useful quantum computers are 15-30 years away.
Huang's Impact
- Jensen Huang's comments on quantum computing's timeline crushed the sector.
- He questioned its use case, stating it's good for small, not large data, unlike NVIDIA.