Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 1/6/26
Jan 7, 2026
Jim Cramer welcomes John Holmes, the CEO of AAR Corp., known for its expertise in aviation aftermarket services. They dive into AAR's recent growth, particularly in aftermarket parts and services, emphasizing their software strategy with the Trax acquisition. Holmes shares insights on the impressive margins and revenue growth Trax has delivered. Additionally, he discusses AAR's balanced approach between commercial and defense sectors, highlighting a robust 23% growth in government sales. Cramer praises Holmes for AAR's consistent performance in the aerospace industry.
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Episode notes
Momentum Runs Can Crush Short Sellers
- Momentum buying can be irrational and driven by short-covering and the greater fool theory.
- Short sellers often mistime their bets and get crushed when emotional momentum takes over.
Hard Drive Bet That Went Wrong
- Jim Cramer recounts buying 5% of Western Digital decades ago and misjudging supply expansion.
- He watched hard drive makers overbuild capacity and saw prices collapse, costing him heavily.
Lock In Some Momentum Gains
- If you hold large short-term gains from momentum stocks, ring the register on part of your position.
- Keep turnaround stocks and buy 'mistaken identity' names that were unfairly punished.
