We recently published a list of Jim Cramer Breaks Silence on the sale of Deepseek AI and discussed these 12 shares. In this article, the Qualcomm Incorporated (Nasdaq) gains insights on the sale of Deepseek AI and looks where Jim Cramer discusses the other shares.
Jim Cramer talks about this topic on the day of the Wall Street’s favorite AI GPU stock, which has been panicked about the low development cost of AI in China in China in China. I was. Cramer is one of the largest fans of the GPU company, and immediately began to share what’s important now to see if the company’s GPU order would be realized.
He also commented on those who have benefited from “traveler shares” or a wide range of AI. Crammer said, “The most interesting thing I find is that these fellow travelers are many nuclear stocks. It’s a Meme.” He loses all of these shares at the same time. I commented that the fact that it was not was great for the market. According to CRAMER, “They are all you know about one inventory, and it’s not good. It’s an imaginary advertisement and bubbles, no matter what It’s not good because you have to do it. “
The CNBC host shared experience using DeepSeek’s R-1 model. In a previous statement, Cramer revealed that he was a fan of Chatgpt and used Openai products prior to the appearance of CNBC. But he was not impressed by the R-1. Cramer said, “I tried to do some things, but I tried to get it to provide Netflix’s performance from 2010. I can’t do that. Honestly? I am it. Can be done.
Another aspect of the R-1, which was not impressed by him, was censorship. “This is a Chinese product,” says CRAMER. “So, when I put it in a very useful Deepseek, what is the famous photo with a man with a food bag in front of the tank? And at first, you mentioned the famous photo. Tankman, unknown rebels, he says it is June 5, 1989, “he added. This is all good, but immediately after the first response, the R-1 said, “I’m sorry, but I can’t help it, and secondary, that’s my current range. I’m sorry that it’s beyond, “said he.
CRAMER was pretty direct when he asked him if he was worth buying AI shares. He said, “I don’t have the knowledge that I can make that decision. It is better to own it.” Kramar also said, “We just have to be determined before the appearance of Monday. He said that there was a debate that no one wants to be disappointed so that we can not make it. ” Considering the absolute Bloodbath on the market that day, he felt, “No matter what you do, you may have twisted during the opening now.” As a result, Cramer says, “But if you were in the hedge fund you said, you may not be a police officer, as you know what to do. I don’t know what to do.
The story will continue
However, he said he was suspected of surrounding AI, “When would you be opposed to Zuckerberg? Do you oppose Ellison? And I came back and I don’t know. I don’t know. Sometimes it is better.
Like the AI of Mark Zuckerberg, the CEO of social media, DeepSeek is also open source. When asked if an open source would threaten the ecosystem, Cramer knew he didn’t want to do what he was saying, Mark Zuckerberg. I think there is a tremendous chip problem, and if you have an open source. Not necessarily. “
The sale at high -tech shares made me feel that it is not so bad that the healthcare rotation was very powerful last week after a moment.
Our methodology
In order to create a list of shares that Jim Cramer spoke, he listed the shares he mentioned on the CNBC Squawk on the street broadcast on January 27.
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Qualcomm (QCOM): CRAMER wonders why this stock is not participating in the sale
We test the latest 5G devices and demonstrate the company’s commitment to innovation.
Number of hedge fund holders in the third quarter of 2024: 74
Qualcomm Incorporated (nasdaq) is one of the world’s largest semiconductor designers. The company’s shares struggled in 2024 and closed the year with only 8.7 % of profits, mainly in the global smartphone market. More than two -thirds of the revenue are from the smartphone industry, and the deceleration in China has deteriorated the problem. However, the Qualcomm Incorporated (NASDAQ) smartphone exposure means that the shares are not FAZ as investors rotate from AI shares for companies. The share performance did not skip Crammer’s attention:
“What is the rally on the second day? It’s very cheap, Apple is not down, it doesn’t make any sense that Qualcom is not down, but there are supporters of Qualcom.”
Overall, QCOM is ranked sixth in the list of shares discussed by Jim Cramer, gaining insights on the sale of Deepseek AI. We acknowledge the possibility of QCOM’s investment, but our belief is that some AI shares provide higher returns and have a greater promise for doing so in a shorter time frame. I believe that I am doing it. If you are looking for AI shares that are more promising than QCOM but are trading less than 5 times the revenue, see the report on the cheapest AI shares.
Read the following: 20 AI shares that buy a list of AI companies with a market capitalization of less than $ 2 billion now
Disclosure: None. This article was originally published on Insider Monkey.
Adnan is a passionate doctor from Pakistan with a keen interest in exploring the world of politics, sports, and international affairs. As an avid reader and lifelong learner, he is deeply committed to sharing insights, perspectives, and thought-provoking ideas. His journey combines a love for knowledge with an analytical approach to current events, aiming to inspire meaningful conversations and broaden understanding across a wide range of topics.
