Jim Cramer recommends 17 cloud stocks based on the Rule of 40

[@morongovalley940]

Zoom has a P/E of 1290. Good luck with that investment. You're better off raising chickens and selling the eggs.

[@breezecatcher100]

Morongo Valley eggs are $5 a dozen high quality...I’d be selling the eggs..margin is huge

[@sarahb2731]

ZM has been going up the past days. Is PE really a big deal? That is based on history right ? Seems these PE #s are just junk #s.

[@gauravvats6362]

i too believe zoom is worst but livongo, twilio, datatdog are really good investment. i also think the best and stable would be okta

[@breuschbarbare0248]

cramer says that if the alcohol level is above 40° you have to buy.

[@BD-tm1ig]

Vodka, gin, rum.. i'm in 🍸🥃🍹

[@siyuanthesuper1]

Short all these stocks. Do everything inverse of Cramer and you will make money

[@keaka560]

I agree 100% anyone that breathes can make money in the market. I am doing good without listening to Kramer. He is more of circus clown if you aks me

[@carlfichtner8148]

@@keaka560 When the wind is blowin... All sailboats go fast...

[@missionpupa]

@@keaka560 and yet you are here.

[@attila2246]

I didn't realize Cranmer was WSB 😂

[@pepe8196]

Action Alerts Plus member for a few years now. Haven't had any big wins but def huge losses . Don't trust Doug Kass either

[@adrianbarrett7710]

You can never over emphasize the essence and importance of investments and finding the right professional......

[@adrianbarrett7710]

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[@Cliffordtradeinc]

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[@katewilliams5228]

Thank you so much Serah. I hope to join the winning team soon.

[@huggiesmelina3366]

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[@zekoomrkva]

You have to buy an asset at the right price or it's not an investment - it is a speculation otherwise.

[@vintageswiss9096]

I swear the bigger the bounce... The more sloshed he gets during commercials...

[@nckolpfg]

Booyah! Really dig the educational twist with the rule of 40, much appreciated!

[@egor.okhterov]

What was educational in that for you?

[@raz1739]

FSLY will be a juggernaut!

[@R3tr0v1ru5]

I hope so. I just started a position.

[@Mend3zzz]

Got in at 21-22!

[@StringaBell17]

Anyone catch any of that?

[@izzimichaels2892]

he also recommended buying bear stearns the day before it tanked, i would not take investment advise from this man.

[@demri123]

So just buy WCLD etf?

[@mikeg1226]

I thought about that. But this etf is soo spread out to like 100 companies. I prefer picking the top 10 and spreading $ with the higher up picks getting more $. Thoughts ?

[@noybounvongxay723]

Tell the truth. You don’t want to go to HELL FOREVER. The second death is MUCH WORSE THAN THE FIRST DEATH.

[@mikeg1226]

Why do you say that? I just bought some of these Cloud stocks (CRM, ADBE, VMW, CHGG, and LVGO). I got quite a few thousand in these. They make sense since digital stocks are going up mostly

[@bruhhhhh718]

im short zoom will get puts on the rest of these thanks for the ideas

[@karmathebrit7856]

Zm fundamentally must go down in price, there’s no way it stays up considering the numbers.

[@BD-tm1ig]

@@karmathebrit7856 PE ratio is not something to look at. Maybe a PE of 500-1000 looks high, but if in 30 years from now Zoom is the biggest tech company you might regret. It is not about the valuation, it's about if you love the company and what it stands for.

[@karmathebrit7856]

B D 1300 for a company that was only shot to revenue from reliance through a pandemic and pre competition entering the market doesn’t make me bullish on it being of such High value in the future. Just my opinion obviously, I just think a lot of it is just hype and it will inevitably go down, especially now Microsoft is really pushing their teams service.

[@egor.okhterov]

B D that’s stupidest thing I read today

[@jamisonmunn9215]

Great thoughts I cant wait to buy more of these and let the short squeeze begin.

[@wj3186]

1.5x speed 💨

[@chadw1736]

vmware is the only one cheap right now

[@R3tr0v1ru5]

Cheap doesn't = good.

[@S1lv3rdo7]

@@R3tr0v1ru5 VMware is the leader in virtualization, they're the best at what they do.

[@quattro4468]

He says buy so zoom puts?

[@bearmarket4u926]

I will leave ZOOM alone!

[@happychoices]

That was awesome. Simplifies the calculations I try to do and makes a lot of sense out of what the numbers signify. Thank you so much

[@egor.okhterov]

What does makes sense to you?

[@placeswelive5388]

Every Sunday? Was this filmed on a Sunday? After brunch?

[@MrAmaury5000]

Love crowd strike

[@Chrissssssssssssssssssss]

Where is IBM?

[@dominofive5075]

Kramer drinks a 40oz before going on the air

[@TheMusicGuru22]

I think my criteria may be too strict .. I still think VMware, Adobe, Livongo etc are overvalued.

[@egor.okhterov]

Yes, they are

[@bfyew6355]

Please recommend to FED ,Powell will buy its

[@cryptoremix3229]

WHY DID YOU PICK 17 ? 🙃

[@mikeg1226]

That is the day he married his wife. Why do you ask ? ; )

[@quattro4468]

I cant understand this guys half tye time. He mumbles much.

[@KikiNation1]

Yeah, I think he talks fast on purpose so people can’t understand what he is saying.

[@aiden-c9f3s]

Zoom will be 350-400 within 12 months. That's a fact. I bought the stock at $110 and sold at $145 and regret it. The stock is hot and eager to rally whether you like it or not.

[@ACD1994]

Where do you see Zoom in the next 3 to 5 years

[@mp5850]

Same. Sold at $175

[@melvinhhcp3615]

Same. Sold at $169 when Facebook was trying to sabotage them some weeks ago. I wish I had kept it.

[@aiden-c9f3s]

@@melvinhhcp3615 Yes, the volatility and strong rallies of the stock have scared many people into selling including myself. I do believe there is more strong growth for the stock to come. I'm just not sure it will be so fast paced as it has been. We shall see.

[@aiden-c9f3s]

@@ACD1994 Very hard to predict. The stock is overvalued and I wouldn't want to own it long term. I believe that the stock just has a massive amount of attraction and all types off investors are drawn to it at this point. The higher it goes the less appealing it gets unless it lines up with intrinsic value. If it hits the 350-400 mark, I would dump it.

[@youbestbequiet]

If Cramer says buy, your should sell or avoid

[@Gilliewillie19]

cloudflare!

[@ngvoonchuan5302]

Mean sell?

[@marginofsaftey]

I’m just here wondering why you haven’t mentioned $ZUO ZUORA see you at $50+

[@wagondragon]

I guess Zoom will still grow a bit. My problem with Zoom is: what they're doing is nothing new, they're not innovative, and what are their plans to expand and to outshine the competition? Fair enough, they have a stronger brand name by now, but it's not like Netflix, which does only shows but can create content on demand.

[@cupajoe640]

He loves cloud but hates physical. Stocks are still extremely oversold. 50%+ still for some major names. Cloud stocks are evaluated at 20x+ future earnings. No different than buying stocks that are beat up

[@NickFoxer]

I'm gonna leave a comment about how much Cramer sucks cuz I'm so cool and original.

[@farhanrahman27]

Sometimes I feel like that he is just talking nonsense.

[@duranamiliyon1]

TPTW

[@paulmoss7940]

Cloud stocks? Nah. Look what happened three years ago when Paypal bought Tio networks (formerly Global Express). They had a data breach and ultimately shut down. 100% loss.

[@salesrepresentativebrandon8082]

Why always the focus on Tech companies when technology is so heavily and quickly changing , another game of hot potato like hertz not knowing when the companies you are investing in will become outdated.

[@mikeg1226]

Very good point! I just got some of these picks in the final list and got the MSFT, AAPL, GOOGL, AMZN, and NFLX. The key is not picking 1 from that list. I picked 5. If 3 out of 5 are great performers, cool! I can't see the bottom 2 tanking though. They may lose 2% or 3%

[@R3tr0v1ru5]

@@mikeg1226 Big tech is so boring now though, at least in the US.

[@blessingbabe1825]

Great content you put out here. I really appreciate, because currently putting money in profitable stock is what we all aspire for.

[@webdeuce]

These companies got touched by Cray Cray Creamer Cramer ... Lord help them ......

[@cameronf3343]

Doesn’t matter who has the name, first company to optimize and enhance their systems for WiFi 6 will win business videoconferencing. That hardware is about to make it such a smoother and more reliable process it’s not even comparable.

[@MoonChild-nw6oy]

This lockdown had been a test right before your eyes ..

[@delontecrosby2530]

Got fastly and datadog. They have been moving .

[@junioag7694]

rich people are using data learning ai and company value performance so day investors need to hide their moves in algorithms

[@junioag7694]

1060

[@junioag7694]

its scope view peek big crowd scale win

[@junioag7694]

set scope tooth

[@junioag7694]

blindman good

[@junioag7694]

bird located

[@sunnycheba]

Go JD!

[@mikeg1226]

Everyone. What are the top 3 cloud stocks I should buy ?

[@alexnezhynsky9707]

Half of these are in a bubble territory based on their P/Es if they have one...

[@edwinlee2343]

Seriously? These companies are pumping revenues back into the company to fund growth. The growth of these companies is also high enough to cut other metrics down to very reasonable levels in a short time. These are not worthless .coms that don't have a product. rethink your strategy or you are not going to make it, lad.

[@edwinlee2343]

And go look at his video on recurring revenue. Think about what that means when cloud companies turn on the profit spigot instead of the growth spigot. I don't think you are going to make it to be honest.

[@learnsomethingneweveryday1539]

@@edwinlee2343 would you mind responding with a stock list for me to research before buying

[@dondon2340]

@@learnsomethingneweveryday1539 just buy TWLO SPLK ZM ZS OKTA COUP WDAY CRM SNOW. Call it your cloud 9. Thank me later, say in about 5 years.

[@learnsomethingneweveryday1539]

@@dondon2340 thanking you now... and most likely again in 5 years. Would you suggest equal weight of investment or slightly more in some over the others?

[@phildurre9492]

just nasdaq 100

[@danielkosciuszko9788]

Oracle stores most of the worlds data, including zoom and amazon

[@noybounvongxay723]

I TESTIFY TO THE TRUTH. GOD IS THE ULTIMATE JUDGE. THIS APPLIES TO ALL THINGS.

[@brandongamble1677]

Coming from the man who on camera admitted to contributing to market manipulation in quotes and said himself is also illegal 👍🏼👍🏼🤮🤮 I have the link if anyone would like to see 😉

[@69TDUB]

Is it extremely ignorant in this economic environment to have more than 1% of your wealth invested in assets that are simultaneously someone elses liability like stocks & bonds?

[@alexanderleo6809]

Explain plz

[@colinevewright]

err how are stocks someone else's liability?

[@apache20091984]

1st