This was the conclusion of his paid service. He really hate chasing rallies but said after talking to Amazon he thinks it's not too late.

    I'm not a Cramer hater and in fact made lots of money riding his early Nvidia calls. He's also been right on GEV, LLY, Apple, etc. But he definitely missed the memory trade.

    His other big call was TSM. He said TSM missing some business from Apple was actually a good thing, because now they can use that capacity for other people (newer customers) who they can charge more.

    It's fine if you guys think you'll be the first one to make the "inverse Cramer" joke here. But please along with the jokes add in some of your own analysis I'm actually curious if you think this call indicates the top or just the beginning.

    Disclosure: I'm gonna buy some DRAM but wheel it, not stay too long.

    Cramer: "I come out with Jassy. Got to go buy some Micron."
    byu/r2002 instocks



    Posted by r2002

    3 Comments

    1. leaning_on_a_wheel on

      Yep, MU and other memory stocks are still not close to overpriced

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