Why is it so hard to make money in the market? As we pass the middle point of the second month of the year, it is very important for us to address this question using two classic examples. I’m talking about two of the best shares of all time: Nvidia and Apple. Why these two? I will tell you. Since the beginning of the year, these actions have been immersed. Nvidia fell all the way from its high closure of all time of $ 149.43 per share on January 6 at $ 116.66 on February 3-an overwhelming loss of approximately 22%. Apple fell from its record about $ 259 on December 26 at $ 222.64 on January 21 – a decrease in more than 14%bolt. What caused these terrible drops? For Apple, there were ordinary suspects: a slowdown in China plus possible punitive action against a company that is one of the biggest employers in China, a desperate place for job growth. For Nvidia, it was claims from Deepseek, a Chinese start, that Nvidia had beaten her game, creating a free process – do we really know how much it takes to call it a process? – This asked the question of whether he was all the expensive hardware from the US company $ 3 trillion outdated. Both were real body strokes. The first was because Apple reported a very beautiful quarter, a good upper and last line beat and gave a strong prediction. With the wet negatives rotating around, no one cared. The second was because Nvidia was seen as an accident that expects to happen when it crossed the market threshold of $ 500 billion three years ago. Now, that accident had happened. Many people are sitting in large profits in these two shares. They have them because they were patient and let them run. They have, for the lack of a better group of terms, “possessed them and did not trade them.” This was my words for both: “Own do not, trade” Apple and Nvidia. I came with those terms not so much for you, club members, but for me. It has been years since it has been for years in these two companies – all, in retrospect. So, I looked back on all the research on these for many years, paying attention to the descent and ending to go out and then go back inside – to or near and finally – it’s almost impossible. I spent hours for hours examining these two companies. I’m a generalist, and there will always be people who know these two better than me. But I realized that as well as these “heads that speak” were – and here I am talking about analysts and managers coming to television – they got it empirically incorrectly every time they lowered these two shares, and they are constantly sitting . So, I came with that rule “not to do, trade” that made me stay long. Why? For so many reasons. Aapl 3m mountain apples 3 months apple? The best products ever made, one of the most capable CEOs I’ve ever met, the lack of really good competition, the constant innovation-even if you didn’t overcome your head with gizmos and new brand bells -And a continuous, increasing flow of service revenues that could first have been supported, but now represents the best source of growth. There are now three forces against Apple. One, is the win of the high share price in tremendously multiple 33 times when we are used to nothing more in the north of the 22nd. Two, is the lack of growth in the flag mobile model. And three, it is China’s constant drumbeat falling from the earth’s face or naturally because Apple loads a lot or artificially because the Chinese government has to make a point even if it makes its own people. Unlike most efforts, each of these negatives has its champions – the vocal champions I can add. They use different remedies to make their case. They use controversial resources to tell you about light or declining orders for parts even when Apple does whatever it can to mask the orders. They cite unknown Chinese workers and officials for non -existent shocks. They talk about the lack of innovation, however do you ever see that many people with an Android -based system? You try to clean them from any group conversation because they really cheat it. We think they are nuts, except in Wall Street it is. These are constants – and if you are not you who “own, do not trade”, you will surely be shaken. ATA-Community of gold-inhabitant-shore-ananist-removed. They love these lower shares. It’s exciting. Is profitable. And investors make easy targets. NVDA 3m Mountal Nvidia 3 months nvidia? Before Deepseek, we would have to be fooled with warnings about late products, an inheritance and an underestimation of the difficulty of producing new Blackwell chips. We were warned that the hypersensitors – those large technology companies that couldn’t even buy enough Nvidia chips – could not continue to spend as drunken sailors. They would live to repent. We said these “cursed fools” customers would one day realize that they spent a lot of money on him. Then all of a sudden, we got the true silver bullet to the heart: a company in China we knew nothing says it came up with something that made you feel that the hyperstitants were idiots if they continued to spend with their hand- Patience in Nvidia goods. The time of all things threw us. He came during the quiet period, so the founder and CEO of Nvidia Jensen Huang felt legally forced not to be able to put things in the context. Things are also loaded between China and the United States really felt like a “sputnik moment” when the Soviets shot a satellite on October 4, 1957, something that caused a panic in the US, because we realized we were good after the Russians. Of course, we got caught, but only after such a terrible panic that this little boy was scared then. Sounds familiar? I know I was worried on that first week of Deepseek’s riots. We were in a period of profits for hyperscalers and we had to go four for four, meaning we had to hear that clubs Microsoft, alphabet, Meta platforms and Amazon would not cut capital costs, which are numbers Budget that are Buddled Numbers that are Buddled Numbers that are Buddled Numbers They would pass on their calls quarterly. Companydo company would have to reaffirm their spending programs or otherwise we knew they were shocked by Deepseek. While everyone affirmed the strong spending plans, nothing happened. Nothing. No one dared to buy the Nvidia until the four weighed, and only after Amazon was checked in a number of monster capital costs that Nvidia began that rally. Almostny almost all the way. In retrospect, everything looks so meaningless. How did we talk to themselves believing that somehow CEO of all these brilliant companies were being sketched by some small Chinese dresses they already knew – they didn’t hear about it first in New York Times for the sake of the heavens – And still still spending on Nvidia as Moron? Why did we believe it? How did this happen? Why didn’t we believe it couldn’t be the end of the world for Nvidia? Why didn’t we think there would probably be more interested companies for Nvidia products now that part of the process was cheaper? Why didn’t we realize that Nvidia has software and hardware? Why didn’t we think that Blackwell’s power, new Nvidia platform – not chip, but the platform – is also of accelerated computing and the ability to devour videos to teach robots how to be humanoids? I think all these questions do not need to answer because in the end without more knowledge of the company itself, knowledge that could not be given, we all felt powerless. We felt powerless in both cases. Now here is something I hate to admit, but I have had one thing that went for me in both cases: Faith. I have confidence in Jensen Huang and CEO of my Cook Apple. They know what they are doing. They are not static statues. They are not the quarterbacks who continue to be fired. They are the main leaders who have thought through a terrible amount – and yes, they can be blind, but the point is that they have always understood what to do and do it properly. And, that is why I have said “myself, do not trade these shares. Maybe one day and Jensen won’t run these companies and my mantra will be distributed along with my determination. But until they do it, I think faith is not meaningless, coveted or naive. It is based on a story of the right taking and a story of the suspicious exam – in this case, the seller – the wrong. In sports, we give people like these two excellent leaders the benefit of doubt. In our business, they may have been great yesterday, but, in a way, we think they will be Morona tomorrow. That said, I can tell you if I didn’t have “myself, don’t trade” in my mind at all times, I know I would have left them both or would trade as many times as I would To be like many others who have captured the little victories and lost the big victories. At all times, I have felt like a dopy in the thickness of these selling strips. The guy gripped into the land of any man in a kind of battle of despair. Every time. The power of having the right is a little comfort when you could mistake the next day. But I think getting this is: you should not benefit the benefit of doubt as if it were confetti, but why not look at your old portfolios, it’s right, go back and ask yourself what would have happened if it just You would have identified one or two shares as their own “names do not trade”. Here’s what would happen. You would have a more money money. Be trust in your judgment, not judging others. If you can’t do it with technology, do it with drug reserves. If you can’t do it with drugs, do it with retail or restaurants. Anything classical growth. Then dig, use diving and buy more. It’s worth it. Select two. Every two. And keep them dear if they are, indeed, it’s worth doing this for your investment mentality. I think you will be among the few people who will really grow rich shares. (Jim Cramer’s charity is Long Nvda, AAPL, Meta, Msft, Amzn, Googl. See here for a full stock list.) As subscriber of the CNBC investment club with Jim Cramer, you will receive a trade alarm before Jim makes a trade. Jim waits 45 minutes after sending a commercial alarm before buying or selling an action on his charity portfolio. If Jim has spoken of a CNBC TV action, he waits 72 hours after issuing a trade alarm before executing trade. 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Jim Cramer.
Rob Kim | Nbcuniversal
Why is it so hard to make money in the market?
As we pass the middle point of the second month of the year, it is very important for us to address this question using two classic examples. I’m talking about two of the best shares of all time: Nvidia AND Apple.
Why these two?