PodcastMad Money w/ Jim Cramer
Mad Money w/ Jim Cramer 11/11/26
- Cramer says Nvidia leadership turmoil has made him gun shy on tech, yet writing off data center names risks big upside
- CoreWeave CEO: compute demand 10 times oversubscribed for 2027, with chips recontracting at 20% to 50% premiums
- Cramer would rather own Colgate or Johnson & Johnson than chase the noise right now
- Caller questions on Darden's Olive Garden value proposition, Meta re-entry, and Jersey Mike's under Charlie Morrison
The tell is that four-year-old GPUs are being recontracted above their original prices, which undercuts the view that AI hardware depreciates into worthlessness. Cramer is keeping data center exposure in semis, networking, turbines and cooling even while trimming elsewhere, and he is leaning defensive with staples and pharma as the Nvidia story gets messier.