In this article, we will look at Mad Money’s Latest Recap: Jim Cramer’s Strategy for Market Sell-Offs and 5 Stocks Mentioned. Please visit Mad Money’s Latest Recap: Jim Cramer’s Strategy for Market Sell-Offs and 16 Stocks Mentioned, if you’d like to see the extended list and methodology behind it.
5. JetBlue Airways Corporation (NASDAQ:JBLU)
JetBlue Airways Corporation (NASDAQ:JBLU) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. A caller asked whether the company is well-positioned or whether the airline industry is a risky place to be. Cramer replied:
Too risky for me. I know down four seems like it, you know, look, it’s a dice roll, and I don’t like dice rolls. I’ve got a lot of stocks that I think, the fundamentals are better than, so I’m going to pass on that one.
JetBlue Airways Corporation (NASDAQ:JBLU) provides air transportation services and flies to around several dozen destinations. A caller asked whether the company stock was worth owning during the January 21 episode, and Cramer responded:
Do I want to own the stock? I think United Airlines is amazing. This guy Scott Kirby, I want, I’m like, he’s like so smart. I mean, I gotta tell you, that guy is dynamite. But you can’t fly there, just because the stock’s up, but you can buy the stock.
4. Meta Platforms, Inc. (NASDAQ:META)
Meta Platforms, Inc. (NASDAQ:META) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. Cramer explained the possible outcomes of lawsuits against the company as he commented:
Alright, let me give you one more example, and this one’s more complex. The lawsuits brought by the typical class action lawyers to extract big money out of enterprises that may or may not be responsible for bad things. Meta lost two cases in a row last week, one in New Mexico, which said, among other things, that Meta prioritized profit over safety, and another in California that said, Meta and Google were negligent because they failed to warn users about the addictive nature of their platforms…
Both were tried in state, not federal courts. The marketplace doesn’t know how to handle lawsuits, so let me give you a little primer on what’s going to happen here. First, arguably, Meta lost about $200 billion in market capitalization of these verdicts… The California case made people think that Meta would now be a honeypot for any young person who can demonstrate social media addiction… There’s context to the messages, and that context will make it much easier for Meta to win these cases when it comes to appeal. Now, I know that these two losses were devastating to the shareholders who fled in droves, but I have followed these kinds of lawsuits all my life, and I can tell you that when these cases get to the federal courts… rather than in the states, there’s a very good chance it’s going to be overturned…
At the end of the day, when you sue social media companies for your depression… you’re going to eventually have to prove that it was Meta’s fault. Very hard to do… Meta can prove that it wasn’t the only precipitant… I know these two cases seem existential to the health of Meta, but before you begin to believe that, remember what happened with the stock of Johnson & Johnson in the talc cases… That’s why I thought the sell-off based on these lawsuits was strange, wrong, maybe even ridiculous.
Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that connect people through social networking and messaging. The company’s portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and virtual and augmented reality products.
3. Alphabet Inc. (NASDAQ:GOOGL)
Alphabet Inc. (NASDAQ:GOOGL) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. Cramer mentioned the stock during the episode and stated:
Next, we’re going to talk memory stocks. Oh, everyone’s giving up on those, right? Last week, we learned that Google has something that could make it possible for computers to use less memory. While, this may or may not be true, it destroyed the entire cohort. Micron, Seagate, Western Digital, Sandisk, wow, getting obliterated. Carnage was non-stop. Charnel house. I wish that there was some gravitas to Google’s memory device killer, though, because I’m not buying it. Why? Because Google was down when it was announced. If this were for real, Google stock should have roared instead of going down. Still, the memory stocks were up so much going into last week that they were due for a pullback. Remember, they went parabolic… But if this turns into a bear market, they’re clearly not done going down.
Alphabet Inc. (NASDAQ:GOOGL) provides tech-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms like YouTube and Google Play.
2. Palo Alto Networks, Inc. (NASDAQ:PANW)
Palo Alto Networks, Inc. (NASDAQ:PANW) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. Cramer highlighted the purchase of shares by the company’s CEO, as he commented:
Nikesh Arora, how about him, the CEO of Palo Alto? He’s been on for ages… He bought $10 million worth of his own stock in the open market on Friday. I don’t think a CEO would buy $10 million worth of stock if he thought AI was an existential threat to the business model. Would he be doing that if Anthropic was going to wipe his company out? I’m not saying these stocks should go right back up. It’s too hard to market for that. I am saying now you know at least why they went down.
Palo Alto Networks, Inc. (NASDAQ:PANW) provides cybersecurity platforms that include network protection, cloud security, AI-driven security operations, attack surface management, and subscription-based threat prevention.
1. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. Cramer explained why AI disruption worries could be wrong, as he said:
There’s a private company, it’s called Anthropic. They’re developing an AI model with unchecked agent abilities that theoretically could have tremendous cybersecurity powers. Given the strength of Claude, the market believes this new offering from Anthropic will be devastating for the two preeminent cybersecurity stocks, Palo Alto Networks and CrowdStrike, both of which we, fortunately or unfortunately, depending upon the day, own for the Charitable Trust.
For a while, people seemed to be under the impression that with Anthropic’s new agents, we might not need traditional cybersecurity at all. Now, that is just dead wrong. In reality, the rise of AI should be a tailwind. That means good for Palo Alto and CrowdStrike because these same AI agents can be programmed by hackers to take over your network very easily. They are the vulnerability. Without the help of traditional cybersecurity, you’re more vulnerable than ever. George Kurtz, the CEO of CrowdStrike, said as much when he came on the show last Wednesday. I remember listening to him, and he was saying, look, you know, this is really good for us. Now, George has been straight with us all along.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions. The company offers protection for endpoints, cloud systems, identities, and data.
While we acknowledge the potential of CRWD to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CRWD and that has 100x upside potential, check out our report about the cheapest AI stock.
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