On every working day, the CNBC Investment Club with Jim Cramer will hold the “Morning Meeting” at 10:20 in the morning of the United States at 10:20 am. This is a review of Monday’s critical moment. 1. On Monday, with the low -cost AI model of Chinese startup Deepseek, a shock wave was launched through the technology field. Semiconductor stocks dropped 13 % with NVIDIA and Broadcom. Investors are worried that high standards may surpass AI, because Deepseek seems to indicate that you can create a competitive language model without using expensive chips. Jim Cramer said that the latest news left more questions than answers. “I don’t think we can draw conclusions.” 2. Jim saw the potential opportunities of Chip Stock Broadcom. “If you have to buy it, it is indeed Broadcom … it is bigger than AI.” He predicts that this is the name of the market that can be assembled rather than NVIDIA, because the company’s investment portfolio also includes network solutions and infrastructure software. We recently ruled our position on December 17 after we abandoned the parabolic line on December 17. At the same time, Meta trims on our radar. Jim’s stock price rose to 2025, an increase of 65 % over the past year. He warned: “Compared with the rest of the MAG 7 stocks, it is too high.” It costs too much on its AI building. Meta announced on Friday that it plans to increase the expenditure related to AI to up to $ 65 billion this year. 3. Salesforce stock, stock increases by 2.4 %. Jim said the company was the “beneficiary” that the company was concerned about. CEO Marc Benioff believes that AI in manufacturing software rather than hardware value. Apple also holds its ground, and its inventory increased by 2.5 %. The iPhone Maker did not invest billions of US dollars in large language models, but integrated the technology of other companies such as Openai ChatGPT into its equipment. (Jim Cramer (Jim Cramer) of Jim Cramer is long NVDA, AVGO, META, CRM. See the full list of stocks here.) CNBC Investment Club, you will get a trade alarm before trading in Jim. Gim waited 45 minutes after issuing a trade alert, and then purchased or sold stocks in the investment portfolio of his charity trust company. If Jim talked about a stock on CNBC TV station, 72 hours after the transaction issued a trade alarm. The above -mentioned investment club information complies with our terms, conditions and privacy policies, and our free statement. Because you receive any information related to investment clubs, there is no obligation or responsibility for the creation of trust. Specific results or profits cannot be guaranteed.
