Jim Cramer backs Alex Karp's warning on cybersecurity liability

Bloomberg's senior ETF analyst sees spot Bitcoin funds eventually holding triple the assets of gold ETFs, and he credits distribution as much as demographics: nobody sells gold ETFs, while dozens of wholesalers push crypto.

Yes. Here’s why: 1) btc leans younger, gold older 2) it will get used more by big money as it matures and settles down w both vol and corr 3) way more enthusiasm and sales firepower. no one is out there talking about gold ETFs but you got dozens of wholesalers (fluent in both https://t.co/bHBBuNkXLf [Quoted @BitcoinMagazine]: JUST IN: Bloomberg Senior ETF Analyst Eric Balchunas says Bitcoin ETFs will ultimately triple gold 👀 "I think as the younger investors get more money and grow up with Bitcoin as their store of value, I do believe that Bitcoin ETFs will triple gold in assets." https://t.co/GU3lp3KIuf

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Cramer is treating Oracle as the tell for AI cloud demand holding up, so its tape becomes a read on the broader enterprise software trade.

Strength in Oracle is a very positive sign...

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Cramer is reaffirming a $250 target on Palantir, a call that only works if government and commercial AI bookings keep compounding at their current pace.

@Palantir , i am sticking by my $250 target, @Alex Karp https://t.co/NMubEtLqsP

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Cramer is framing Intel's foundry as a national security asset, and points to demand for the recent secondary offering as evidence investors are finally crediting Lip-Bu Tan's turnaround.

Intel is now at last reacting to the work of Lip-Bu Tan post the destruction of its stock at the hands of Situational Unawareness. The stock lapped up the secondary. I think the foundry is key to American security

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Bitcoin ETF holders sat through a 50% drawdown and lifetime net flows still sit at $55 billion, up from the $50 billion trough, a sign the buyer base is stickier than the price action suggested.

Nice look at the most important chart for bitcoin ETFs which is cumulative net flows lifetime which are curr at $55b, down from peak of $63b but up from low of $50b. Again, incredible intestinal fortitude from the Boomers given they saw a 50% drawdown. Stocks being up during that https://t.co/Vq7eXP2GEk

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Cramer is telling bond watchers to track crude as the bigger lever on yields and the inflation path, alongside the new Fed chair.

Bonds reacting to Hawk Warsh or to oil down. I will suggest both but oil is still front and center..

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Cramer is reading Fed Chair Kevin Warsh's hawkish tone as an immediate hit to bank stocks, and rate-sensitive financials are the first place that repricing shows up.

Crushing the financials as Warsh seemed pretty severe... Holy cow, he's a taskmaster.

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Ant Group is handing out free open weights that score 24 on the Finance and Accounting Index and sit on the efficiency frontier, pressuring the paid models banks are budgeting for.

Ling-3.0-flash-Fin, Ant Group’s new finance-focused open weights model, scores 23 on the Artificial Analysis Intelligence Index and 24 on the Finance & Accounting Index, and is on the Intelligence vs. Active Parameter Pareto Frontier @AntLingAGI has released Ling-3.0-flash-Fin, https://t.co/kiqwLrkoJ6

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Holders of Eaton Vance state muni mutual funds and closed-end funds would get intraday liquidity and likely cheaper fees if the $10 billion conversion clears; watch the filing for the fee tier Balchunas flags as the swing factor.

Morgan Stanley is going to convert $10b worth of Muni mutual funds into ETFs. Looks like that’s what this filing was. https://t.co/9Oa0pgj6UY https://t.co/be5TD3JEk2 [Quoted @EricBalchunas]: Morgan Stanley with the rare ETF filing, this one for a slew of Eaton Vance state muni ETFs which are curr in CEF or MF form only. These should do well imo esp if fee is at Inst class or lower. https://t.co/21rGVxkduD

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Traders have staked $7 billion on a long-duration bond bet just hours before the Fed decision, and Bloomberg's ETF analyst says the payoff rarely covers the bleed.

The endless allure of $TLT (the fav ETF of ppl who like to overthink things) in effect as traders pour $7b in ahead of Fed. This thing largely burns cash but once in a while it goes into jackpot mode. Here's clip of @NateGeraci on ETF IQ on why it's just not worth the risk https://t.co/jzw5tZt6lp

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