Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 11/18/25
Nov 19, 2025
Blake Barrett, the dynamic Chairman and CEO of Rockwell Automation, dives into the future of factory automation and reshoring. He shares insights on the rising U.S. capacity orders and booming demand for automation across industries. Blake discusses how technology is enhancing labor efficiency amid high manufacturing costs. His vision includes a new million-square-foot facility focusing on robotics and AI, as well as partnerships with NVIDIA. The conversation emphasizes that reshoring and automation are not just trends, but essential for long-term competitive manufacturing.
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Small Buys Over Lump Sums
- Buy high-quality stocks incrementally during sell-offs and leave room to add on weakness.
- Start small, diversify across five names, and increase size only as prices fall further.
Nibble On Post-Quarter Sell-Offs
- When a quality company reports a strong quarter but sells off, consider nibbling to start a position.
- Prioritize room to buy more later rather than loading up at the initial dip.
AI Commitments Created A Funding Mirage
- OpenAI's massive multi-company commitments created a fragile funding assumption across the AI data center supply chain.
- That implied trillion-dollar spend forced companies like Oracle to borrow heavily and spooked investors.
