On Tuesday 1 AprilwhileMad Money’s host opened the show by focusing on President Trump’s rates and economic risks ahead of “liberation day”. Although Cramer stated sympathy for the President’s goals, he warned viewers that the consequences could be serious for both consumers and the broadest economy:
“ Now, as someone who has been a huge critic of unrestricted free trade, I am very sympathetic to what President Trump tries to achieve with these rates.All other countries on Earth are trying to protect their own domestic industries that have spent decades leaving foreign competitors, but we know that these rates will be used as an excuse to increase prices through the table.
But despite understanding the motivation of politics, Cramer was forceful about the magnitude of the economic interruption that would cause a 20% rate proposed to all imports:
“Speaking like someone other than a fan of free trade, I have to be sincere here, 20% through the table rate of almost all imports that would be horrible for the economy. This is 20% of everything we buy abroad and we import a large number of foreign goods in America, and these assets are cheap because this is the treatment. There is a lot of competition from these companies, but with the exception of the self -protected industry, the jobs that are protected by the industry that are protected by the self -protected jobs. rates were automated out of existence for a long time. “
Cramer mentioned that even the industries that benefit in theory, such as autos and steel, do not necessarily help the North -American average:
“ The rates don’t protect us from anything, because we barely do anything. Horses left the granite. Ford and GM will be able to make more money by increasing prices, but who helps, in addition to their shareholders and members of the Union? What is good for General Motors is no longer necessarily good for America. All people know that cars will be more expensive; they do not matter who do them. ”
He also criticized the execution of the administration, calling on the lack of clarity and coordination behind the launch of politics and questioning -if any North -American company will be really saved from the impact:
“I would like the White House to be more serious to make the rates work. Our country has been crushed by foreign imports that are usually done by cheap and often subsidized labor, so they destroy our job. But the jobs have disappeared. We have had almost a million seams, the president will save them.
Surrounding the opening segment, Cramer reminded viewers that while many Americans can support a “hard-to-trade” agenda, their real fear is inflation; And it is the inflation that the rates probably worsen:
“ Finally, most North -Americans are worried about inflation; not rates. This is what Trump chose for love in heaven. As much as I head to the devil’s bargain that gave our country cheap things at the expense of household work, cheap things are what America wanted.This does not mean that it will be good for the economy. ”
For this article, we collected a list of 17 actions that Jim Cramer discussed during the episode of Mad Money broadcast on April 1. We listed the stocks of the order that Cramer mentioned. We also provided a coverage background feeling for each action from the fourth quarter of 2024, which was removed from the database of Insider Monkey of more than 1,000 coverage backgrounds.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 373.4% since May 2014, surpassing its reference point at 218 percentage points (Check out more details here)).
Jim Cramer in Amazon (Amzn): “What can I say is not … buy, buy, buy!”
A client who enters a retail store on the Internet, which illustrates the comfort of online purchases.
Number of coverage fund holders: 339
When a person calling you asked about the potential impact of the rates at Amazon.com, Inc. (NASDAQ: AMZN) and how can business growth strategy affect, Jim Cramer said the following:
“Here’s my thinking: I think those who can survive are the strongest and the oldest, and that’s what comes. This is Amazon, it’s $ 242 up to $ 192. What can I say is not (press the button to say” buy buy! “
Despite the margin pressure on increasing shipping and compliance costs, Amazon continues to prosper thanks to its AWS cloud unit and its dominant e -commerce platform. Its scale gives it prices that many competitors cannot match.
Supporting Jim Cramer’s upward feeling, Ballyasny Asset Management He significantly increased his participation in Amazon by more than 1,000% in the fourth quarter of 2024, making him the maximum stock of the firm’s portfolio with a capital position of $ 769.3 million. The company registered an income growing of 11% up to $ 638 million, with AWS leading the post, growing 19% year -on -year in the fourth quarter of 2024. The company’s chips and owners and focus on automation helped to expand their operational margin and feed a 90% increase in Gaap’s net income. Its rapid expansion of the same day’s delivery infrastructure and a booming advertising segment, which now generates an annual execution rate of $ 69 billion, show Amazon’s relentless search for operating and strategic domain.
Ray Dalio’s Bridgewater Associates Also lists Amazon.com, Inc. (NASDAQ: AMZN) as a maximum participation with a value of more than $ 200 million. Dalio’s confidence comes from the integration of Amazon’s tip Ai, which improves the demand forecast, the optimization of inventories and digital marketing. The company’s personalized ai chips offer customers a more affordable alternative to the GPU de Nvidia, positioning AWS as an ideal solution for companies that deploy AI generative applications. While Amazon’s 12% gain in 2024 fell behind some technology colleagues, their structural advantages in logistics, cloud and advertising make it a long -term lasting lasting play.
Generally, Amzn occupies 16th place In our list of stocks discussed by Jim Cramer. Although we recognize the potential of Amzn as an investment, our conviction lies in the belief that some actions of the AI have a greater promise to obtain higher yields and do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of Ia most promising than Amzn but who quotes less than five times, see our report on this Ia stock cheap.
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