Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 7/21/25
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Jul 21, 2025 Dive into the world of Wall Street as key stocks like Palantir and Coinbase are analyzed during market pullbacks. Explore the speculative stock market's current trends, reminiscent of the dot-com bubble. Discover how generational spending, especially among Gen Z, is reshaping American Express's strategy. Netflix's unexpected stock drop following robust earnings is dissected, along with its content strategy and the role of AI in production. Finally, learn how analyst price targets sway stock movements and investor strategies.
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PARK Stocks: The Year of Magical Thinking
- PARK stocks show a market of irrational believers brimming with optimism, ignoring traditional valuation rules.
- These include profitable companies like Palantir and Coinbase, and speculative bets like Oclo and QuantumScape.
Take Profits on Big Gains
- When you have big gains in speculative stocks, take some profits off the table.
- This is the best way to protect yourself in a market driven by optimism rather than fundamentals.
Current Bubble Differs from Dot-com Crash
- Unlike the dot-com bubble, many red-hot stocks today like PARK are profitable and not just hype.
- Lack of a glut of IPOs and controlled insider selling support these high valuations.
