Key insights
- Cramer highlights Goldman Sachs as a major beneficiary of increased IPO and M&A activity, signaling potential strength in the financial sector. He also notes strong demand for Taiwan Semiconductor's chips, constrained by supply, which could positively influence semiconductor stocks. Additionally, he expresses optimism about Thermo Fisher due to its role in supporting new IPOs.
In this article
Goldman Sachs: "They're going to be the big winner. They're going to be the big winner in IPOs and M&A. And that's why it is huge position for me in my Charitable Trust."
Taiwan Semiconductor Manufacturing: "They have more business than they can handle...Even tonight, ARM Holdings said that they were going to have all this business. But the problem is they can't get all the chips they need from Taiwan Semi."
Extreme Networks: "I don't recommend stocks like this, but I'll give you a considered opinion. Come back and I'll tell you what I think is going on."
D-Wave: "If you want to do quantum, D-Wave is the one that I identified as being the best."
Thermo Fisher: "I like it here. I see so many IPOs every morning that Carl mentions, and they're all going to need TMO's machines. I think you can buy it at this level."
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