Latest Activity
Find a trustworthy pro. You have crazy options. Sorry for your loss.
A $38 million Apple position paying $121,000 a year in dividends yields roughly 0.3%, and the step-up in basis means selling now triggers almost no tax. The 117-comment thread keeps landing on the same point: concentration risk is the real decision.
Mad Money w/ Jim Cramer 9/28/26
- Cramer stays with Intel and Meta, calling Meta's Muse agentic platform a CPU-driven demand cycle for Intel, AMD and Arm
- Intel fell 7 points; he frames the pullback after a parabolic run as another entry chance
- Nvidia's $150 billion buyback, the largest ever, plus its plan to rein in autonomous AI agents
- Chevron called the king of oil; Enbridge flagged for its 6% yield, with Microsoft's Copilot and Apple also named
With breadth the narrowest since the dot-com unwind, Cramer's answer is to concentrate: energy for pricing power, CPU names for a product cycle that higher rates cannot dent. Owners of Intel get told the 7-point drop is an invitation, and Nvidia holders get the biggest buyback ever as the floor under the stock.
- AMDAMD$630.63+8.6%
- NETCloudflare$349.02+7.5%
- RBRKRubrik$109.55+7.2%
- FTNTFortinet$173.46+3.5%
- HPEHewlett Packard Enterprise$62.94+2.3%
- SSentinelOne$22.38+1.1%
- AAPLApple$341.07+0.3%
Seven names hit fresh 52-week highs this week, and AMD cleared its prior peak by 8.6%. Cloudflare and Rubrik followed at roughly 7% above their old marks, with Apple just barely in at 0.29%.
Apple closed at a record 52-week high of $341.07, edging 0.29% past its late-July peak and keeping the $5 trillion market cap intact. The July ceiling is now the level to watch if the breakout stalls.
- AAPLApple Inc. - Common Stock (AAPL)Partial sell$1K – $15KSep 8
- AAPLApple Inc. - Common Stock (AAPL)Partial sell$1K – $15KSep 8
- ARBUCKLE MEM HOSP AUTH OKLA SALES TAX 03.00000% 01/01/2027 REV BDS SER. 2018Buy$15K – $50KSep 8
- BSXBoston Scientific Corporation Common Stock (BSX)Partial sell$50K – $100KSep 4
- BSXBoston Scientific Corporation Common Stock (BSX)Sell$1K – $15KSep 3
- BSXBoston Scientific Corporation Common Stock (BSX)Sell$1K – $15KSep 3
- BSXBoston Scientific Corporation Common Stock (BSX)Sell$1K – $15KSep 3
- BSXBoston Scientific Corporation Common Stock (BSX)Sell$50K – $100KSep 9
Hern's 99-trade filing is a near-wholesale exit from energy and industrials, with Devon Energy sold down in three separate blocks of $100,001 to $250,000 and a same-size Exxon trim, while the only buys are Oklahoma municipal bonds and defensive names like Coca-Cola and Chubb. A House Republican rotating out of oil into tax-free paper is worth noting as his own party campaigns on a trading ban.
Mad Money w/ Jim Cramer 9/24/26
- Cramer pushes back on index-fund supremacy, calling the absolutist version of it wrong
- Still recommends 50% of savings in an S&P 500 fund as a hedge against your own mistakes
- Argues the S&P holds far fewer than 500 good stocks, so you buy the bad with the good
- Caller questions on portfolio structure for young investors, 529 plans, and retirement vs. mad money
Put half in an index fund as insurance, the other half in individual names you have actually done the homework on. Cramer's case is that an S&P 500 fund gives you 8% to 10% a year and mediocrity alongside the winners, which is why he says it will not make you rich on its own.
- AAPLApple Inc. - Common Stock (AAPL)Sell$100K – $250KSep 22
Pete Sessions filed this Apple sale the same day it happened, a zero-day disclosure lag that almost never shows up in House filings. The spouse-held position, worth up to $250,000, is a single-name exit, and it lands while Congress debates tightening its own trading rules.
Mad Money w/ Jim Cramer 9/21/26
- Retrospective on Tim Cook's Apple tenure, which ended September 1, 2026, built from a decade of Cramer interviews
- Cramer's original thesis: Apple as the future health company and the future credit card company
- Cook cited 11,000 ResearchKit signups in 24 hours for a Stanford cardiovascular study
- Cramer framed Apple Pay as pushing retailers and card networks toward adoption
With Cook out of the CEO chair as of September 1, the case for Apple built on services, health data and payments now belongs to someone else to defend. Cramer's replay is a reminder that the growth story he backed for a decade rested on those businesses.
- ACNAccenture plc Class A Ordinary Shares (ACN)Buy$1K – $15KAug 26
- ACNAccenture plc Class A Ordinary Shares (ACN)Buy$1K – $15KAug 26
- GOOGAlphabet Inc. - Class C Capital Stock (GOOG)Partial sell$1K – $15KAug 20
- GOOGFidelity Roth IRA Alphabet Inc. - Class C Capital Stock (GOOG)Partial sell$1K – $15KAug 20
- AAPLApple Inc. - Common Stock (AAPL)Partial sell$1K – $15KAug 20
- JPMFidelity Roth IRA JP Morgan Chase & Co. Common Stock (JPM)Partial sell$1K – $15KAug 20
- JPMJP Morgan Chase & Co. Common Stock (JPM)Partial sell$1K – $15KAug 20
- LSYIXLord Abbett Short Duration High Yield I (LSYIX) bond fundBuy$1K – $15KAug 26
About as clear a risk-off tell as a House filing gives you: a sitting appropriator rotated out of megacap tech and a big bank in the same week. The filing shows trims of Alphabet, Apple and JPMorgan on Aug. 20, purchases of defensive names like McDonald's, PepsiCo and Novo Nordisk six days later, plus short duration high yield.
AAPL Coverage
Hyperliquid Won Perpetuals. After $536 Million of Options Traded in September, Can It Win Options Too?
Hypercall just posted a massive month trading options on Hyperliquid's infrastructure, but the platform's explosive growth hides a critical detail that every HYPE holder needs to understand before getting excited.
Why Retirees Ditching Bonds for SPYI Are Missing the Real Reason to Own Bonds
Retirees are swapping bonds for a high-yield ETF that pays nearly three times more every month, but the real job of a bond allocation has nothing to do with income.
Why JEPQ Holders Wait Twice as Long to Recover From Market Drops
JEPQ's 11% yield attracts millions of investors who assume less downside means faster recoveries, but the math from two separate market cycles tells a very different story about who actually benefits from…
Apple’s 2.5 Billion Devices Unlock a Trillion-Dollar AI Opportunity, 16% Upside Ahead
Apple sits on 2.5 billion active devices and a Services engine already running near $120 billion annually, yet one margin warning and a below-consensus analyst target raise a serious question about whether…
Meta Stock Falls as Florida Asks a Court to Switch Off Infinite Scroll for Teens
Florida just rejected an $18 billion settlement that every other state accepted, and now its attorney general wants a judge to gut the very features that make Instagram and Facebook profitable. Here…
Apple Is Setting The Stage For a Massive Windfall That Few Understand
The market sees a phone company that missed the AI revolution, but one investor keeps buying shares and believes Wall Street has the story exactly backwards.
Apple’s New CEO Just Sold $8.5 Million of Stock
Apple's new CEO just unloaded a significant block of shares days after taking the top job, but the real story is buried in the Form 4 filing and what it reveals about…
Omor Ibne Ehsan Three Stocks Are Now 21% of the S&P 500, the Most Ever
NVIDIA, Apple, and Microsoft now dominate the S&P 500 at a concentration level that makes the 1980s tech giants look like small players, and what that means for anyone holding an index…
3 Value ETFs Head to Head. One Charges 0.03% and Returned 19% Over the Past Year
Three large-cap value funds share the same general playbook but landed in very different places over the past year, and the gap comes down to decisions buried inside their indexes that most…
XLK Does Not Own Alphabet, Amazon, Meta, Netflix or Tesla. Three Stocks Are 35.87% of It
Millions of investors bought XLK expecting broad exposure to the companies reshaping the economy, but a closer look at its SEC filing reveals several of the most recognizable names in tech are…
Skyworks vs Qualcomm: Why One Chip Maker Is Rewarding Shareholders While the Other Suspends Dividends
Two chip makers faced the same brutal quarter of weak handset demand and squeezed margins, then made opposite bets on how to keep investors happy. The choice one of them made could…
Cramer Says $82 Semiconductor Stock Is A Buy After It Completes Merger With Rival
Hours after Skyworks Solutions (NASDAQ:SWKS | SWKS Price Prediction) completed its takeover of Qorvo (NASDAQ:QRVO), Jim Cramer told CNBC viewers the combined RF chipmaker is worth owning. He said so while also…
Apple Turned $10,000 Into Nearly $129,000. Can It Do It Again?
Apple turned a modest investment into a small fortune over the last decade, but with a market cap pushing $5 trillion, the math has fundamentally changed. Here is what the models say…
Apple (AAPL) Trading Above Analyst Targets as Memory Costs Crimp Margin Outlook
Apple shares have lapped analyst price targets while memory costs quietly eat into margins, and a $1,999 folding phone debut is about to test whether the market's goodwill toward a new CEO…
For Sensible Investors, The Worst Performing Mag 7 Should Be a No-Brainer
Tesla sits at the bottom of the Magnificent 7 leaderboard while trading at a valuation that leaves almost no room for error, and the latest earnings report raises serious questions about whether…