Mad Money w/ Jim Cramer - Episode Summary (June 10, 2025)
Host: Jim Cramer
Produced by: CNBC
Release Date: June 10, 2025
Duration: Approximately 47 minutes
1. Market Overview
Jim Cramer opens the episode by analyzing the current state of the stock market. He highlights a "fractured two-track market," emphasizing the divergence between stocks covered by analysts and those that aren't.
“Maybe that's why we've got such a fractured two track market.”
[01:00]
He notes a positive day for major indices:
- Dow Jones: +105 points
- S&P 500: +0.55%
- Nasdaq: +0.63%
Cramer underscores the importance of providing valuable insights to both younger and older viewers, acknowledging the differing interests between these demographics.
2. Younger vs. Older Investors' Preferences
Cramer delves into the contrasting investment preferences between younger and older investors:
-
Older Investors: Focus on well-covered, large-cap stocks like Disney (DIS). Cramer praises Disney's comprehensive coverage and its diverse business segments.
“It's Disney for everything. Who doesn't want to know about that?”
[04:30] -
Younger Investors: Gravitate towards lesser-known, high-growth sectors such as cryptocurrencies, nuclear energy, and quantum computing. They favor stocks with high trading volumes but limited analyst coverage, often discussed on platforms like Reddit.
“A lot of younger people tend to get excited about, well, stocks that aren't even covered by analysts or the mainstream media.”
[07:45]
Cramer expresses frustration with the lack of Wall Street coverage for these emerging sectors, emphasizing the need for more in-depth analysis to serve younger investors better.
3. Highlighted Stocks: Crypto, Nuclear, and Quantum Computing
a. Cryptocurrency-Related Stocks
Cramer discusses companies like MicroStrategy (MSTR) and Coinbase (COIN), highlighting their appeal to younger investors due to their direct involvement with digital assets.
“It fascinates his cohort because it's a vehicle that buys crypto endlessly, often with borrowed money.”
[08:30]
b. Nuclear Energy Stocks
He identifies the resurgence of interest in nuclear energy, driven by the high energy demands of data centers.
“They can't put them down. That's because the data centers use so much electricity that nuclear power is coming back.”
[12:00]
However, Cramer is cautious, pointing out the long timeline for actual reactor construction and preferring companies like Nova that focus on building infrastructure.
c. Quantum Computing
Cramer is particularly enthusiastic about quantum computing stocks, citing substantial daily trading volumes despite minimal media attention.
“They are insanely popular among young people trading tens of millions of shares a day.”
[15:00]
He mentions companies such as D-Wave Quantum (DVQ) and IonQ (IONQ), advocating for increased coverage and research into their potential.
4. Spotlight on Casey's General Stores
In a dedicated segment, Cramer interviews Darren Rebellas, President & CEO of Casey's General Stores (CASY), focusing on the company's impressive performance and strategic growth.
Key Highlights:
-
Product Quality: Emphasis on making pizza from scratch with high-quality ingredients.
“We use high quality ingredients, it's made to order and when you do it the right way, it just, it's just delicious.”
[35:12] -
Expansion Strategy: Significant growth in markets like Iowa and Texas, with substantial white space remaining.
“We have white space for days.”
[39:00] -
Financial Performance: Sustained EBITDA growth and resilience despite economic challenges like inflation and supply chain disruptions.
“We've been able to sustain these results over many, many, many years.”
[36:32]
Cramer praises Casey's for its clear vision, strong leadership, and effective execution, positioning it as a robust investment opportunity.
5. Interview with Cisco's CEO Chuck Robbins
Cramer engages in an in-depth discussion with Chuck Robbins, Chairman and CEO of Cisco Systems (CSCO), focusing on Cisco's strategic moves in the AI and networking sectors.
Key Topics Discussed:
-
AI Infrastructure: Cisco's role in building secure, scalable AI data centers.
“You need heavy duty networking equipment. That's why... we're the only company that has both networking and security.”
[19:37] -
Recent Acquisitions: The integration of Splunk to enhance real-time data analytics and network security.
“We believe we can actually provide more insights to our customers based on what's happening across their technology infrastructure.”
[20:30] -
Product Refresh: An entire refresh of Cisco's enterprise networking portfolio, including switching, routing, and wireless access points with integrated CPUs.
“We've announced an entire firewall portfolio that's completely refreshed.”
[21:12] -
Global Partnerships: Collaborations with international entities like G42 in the UAE and Humane in Saudi Arabia to expand AI infrastructure.
“We signed several deals one with G42... and another with Humane.”
[16:26]
Robbins highlights Cisco's commitment to innovation and adaptability in the rapidly evolving AI landscape, positioning the company for sustained growth.
6. Lightning Round Highlights
In the high-energy Lightning Round, Cramer addresses quick queries from callers, providing succinct investment advice:
-
Honeywell (HON):
“I prefer to see this stock between 200, 220 and 215 because I think that a lot of the industrials right now, they've gotten a little too hot.”
[23:08] -
CoreWeave:
Caller Jerry seeks advice on CoreWeave, a GPU rental company.“That's the way you do it. ... Glad you made a ton.”
[23:25] -
Joby Aviation (JOBY):
“Mr. Joby's real. I think Arch is real. ... Joby's okay.”
[41:25] -
ARM Holdings:
“Rene Haas used to work at Nvidia. They are very tight together.”
[42:29]
Cramer emphasizes the importance of thorough research and cautious optimism, especially when dealing with high-volume, low-coverage stocks.
7. Discussion on Generative AI Capabilities
Towards the end of the episode, Cramer critiques the current state of Generative AI, specifically chatbots like Grok, Perplexity, Claude, and ChatGPT.
Key Points:
-
Strengths: Excellent for summarizing information and providing general insights.
“... when I try to learn a half dozen news stories a day, the summaries of the conference calls and a simple prompt... are where these AI platforms really shine.”
[43:43] -
Weaknesses: Poor at handling complex arithmetic and investment calculations, often providing inaccurate results.
“They can't handle this stuff. It's too hard for them.”
[47:00]
Cramer underscores the necessity of manual verification for critical financial calculations, despite the advanced capabilities of AI platforms.
Conclusion
Jim Cramer wraps up the episode by reiterating the importance of understanding market trends, catering to diverse investor bases, and leveraging technology effectively. He encourages listeners to stay informed, conduct meticulous research, and remain adaptable in their investment strategies.
Notable Quotes with Timestamps
-
Fractured Market Insight:
“Maybe that's why we've got such a fractured two track market.”
[01:00] -
Disney's Comprehensive Coverage:
“It's Disney for everything. Who doesn't want to know about that?”
[04:30] -
Young Investors’ Preference for Uncovered Stocks:
“A lot of younger people tend to get excited about... stocks that aren't even covered by analysts or the mainstream media.”
[07:45] -
Quantum Computing Popularity:
“They are insanely popular among young people trading tens of millions of shares a day.”
[15:00] -
Casey's Expansion Strategy:
“We have white space for days.”
[39:00] -
Cisco's Unique Position in Networking and Security:
“We're the only company that has both networking and security.”
[19:37] -
Generative AI Limitations:
“Let me give you just a perfect example... They can't handle this stuff.”
[46:00]
Final Thoughts
This episode of "Mad Money" provides a comprehensive analysis of current market dynamics, bridging the gap between traditional and emerging investment interests. Through insightful interviews and candid discussions, Jim Cramer equips viewers with the knowledge to navigate the evolving financial landscape effectively.