Jim Cramer: 'Put This Stock Away, Give It to Your Kids'
Key takeaways
- Cramer’s mixed playbook—selling First Solar and Super Micro, trimming ServiceNow, and dismissing SpaceX—has already moved markets, underscoring the power of televised commentary on tech and AI stocks.
- First Solar shares: $206.82 (‑0.7%)
- Super Micro shares: $38.46 (+9.4%)
- ServiceNow shares: $127.00 (‑0.8%)
What happened
Jim Cramer on CNBC’s "Mad Money Lightning Round" urged investors to stay away from First Solar (FSLR), suggested selling half of ServiceNow (NOW) and warned against owning Super Micro Computer. He also dismissed SpaceX as a "kid‑toy" and said Sunbelt Rentals is only viable if it becomes United Rentals. The comments came amid recent earnings and guidance moves: Grab raised FY26 sales guidance and approved a $750 million buyback; ServiceNow announced a multi‑year AI partnership with Tech…
Why it matters
Cramer’s remarks can influence short‑term sentiment and trading volume for the highlighted stocks, especially those with recent earnings beats or guidance upgrades. His negative stance on First Solar and Super Micro may prompt risk‑averse traders to sell, while his cautious view on ServiceNow could temper enthusiasm…
Short-term and longer-term
Short-term. Cramer’s call to sell First Solar and Super Micro is likely to trigger short‑term selling pressure, while his cautious stance on ServiceNow may dampen momentum for the AI partnership.
Longer-term. Over the next few weeks, investors should assess whether the AI‑driven narratives around Cisco, Nvidia, and Super Micro translate into sustainable revenue growth or are merely hype.