Big Technology Podcast CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
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Dec 17, 2025 
Jim Cramer, host of CNBC's Mad Money and author of How To Make Money In Any Market, delivers hot takes on major tech companies. He speculates on NVIDIA's potential to hit $10 trillion and discusses Tesla's reliance on self-driving technology. Cramer highlights Apple's savvy AI strategy, Amazon's post-Bezos stagnation, and praises Google's dominance in search ads. He also emphasizes the importance of individual stock picking over index funds and shares his philosophy on the purpose of money, advocating for universal healthcare.
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Apple Benefited From Strategic Restraint
- Apple likely 'outsmarted everyone' by staying out of the AI scrum and leveraging its consumer franchise.
- Jim Cramer warns luck played a role and Apple can charge others for access to its audience.
Glasses Have Promise, Ads Are Meta's Strength
- Meta's Ray-Ban glasses offer real, appealing use cases but need many more to become transformative.
- Cramer believes Meta (and YouTube) will dominate large shares of the advertising market.
Amazon Is Strong But Temporarily Stalled
- Amazon shows strong product and leadership but feels stalled post-COVID as costs and structure adjust.
- Cramer keeps a large position because he trusts the business and AWS's potential to reaccelerate growth.