Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 10/28/25
Oct 28, 2025
Leon Topalian, the Chairman, President, and CEO of Nucor, shares insights on the company’s impressive earnings and the broader U.S. steel industry landscape. He discusses the significant impacts of tariffs on fair trade and reduced imports, alongside Nucor's ambitious $16 billion investment plan. Further, Topalian highlights Nucor's critical role in supplying steel for data centers and its strategy to meet escalating demand. He also emphasizes maintaining a strong balance sheet to support sustainable growth in the coming quarters.
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Stick With Reliable Long-Term Winners
- Keep long-term positions when you still believe in the company's core value and reliability.
- Avoid short-term churn just because a stock underperforms for a few years if fundamentals remain intact.
AI Enables Smarter Workforce Rationalization
- AI lets companies boost workforce productivity and rationalize headcount.
- Amazon used AI to make remaining workers more productive before large layoffs.
Regretted Sale Of Alphabet
- Jim recounts selling Alphabet from his trust and calls it one of his worst decisions.
- He uses that mistake to justify keeping Amazon despite recent underperformance.
