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Cramer's Morning Take: Winners of DeepSeek Panic 1/28/25

Cramer's Morning Take: Winners of DeepSeek Panic 1/28/25

Update: 2025-01-28

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Jim and Jeff discuss the impact of DeepSeek on tech stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Transcript

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00:01:02

Hey, it's Kramer.

00:01:05

And this is my morning take on the market from today's CMC Investing Club morning meeting.

00:01:10

We have a kind of a mix to stable market.

00:01:13

I know that there are a lot of companies stocks are trying to stabilize.

00:01:16

We've got some really good ones today.

00:01:18

But you know what?

00:01:19

Yesterday was a panic.

00:01:21

And when I see it being a member, I think no one makes any money panicking.

00:01:25

Very interesting.

00:01:26

They try to stabilize it.

00:01:27

They couldn't.

00:01:28

I knew that was going to happen.

00:01:29

And now they're trying to bounce back.

00:01:31

Stabilizing is the key word right now.

00:01:34

Yeah, and I think we were all looking for more information about the impact.

00:01:37

Deepseek and its efficient low-cost model.

00:01:41

We'll have throughout the AI landscape.

00:01:44

Certainly looking for winners, losers, where things could be maybe neutral.

00:01:49

Maybe we just should run through it.

00:01:51

I think potential winners.

00:01:52

Yeah, let's go.

00:01:53

I mean, Meta actually closed up yesterday.

00:01:56

Last time checked it was higher again today.

00:01:59

They won AI cheap.

00:02:00

They get AI cheap.

00:02:01

Right.

00:02:02

You know, AI is enhancing all aspects of their business.

00:02:04

If you can get it cheaper, that's great for them.

00:02:07

Produce catbacks, launch new models at lower prices.

00:02:10

Amazon and other ones.

00:02:11

That presumes that the Chinese aren't lying.

00:02:13

But yes.

00:02:14

Amazon, inch tire.

00:02:16

Yesterday.

00:02:17

I think higher today.

00:02:18

They don't have their own LOM, so they can just kind of leverage some of the lower-cost models.

00:02:23

Do we have Amazon?

00:02:24

I think we do.

00:02:25

Yeah.

00:02:26

Okay.

00:02:27

So this is another that a lot of people felt was overbought and too high as recently as Friday.

00:02:32

And then you have this.

00:02:33

And then you start thinking, well, wait a second.

00:02:35

Gross margin expansion.

00:02:36

Yeah.

00:02:37

Apple.

00:02:38

Apple is being viewed as a big winner too.

00:02:40

I guess the under the idea, remember, they're not really investing and to create their own LL.

00:02:45

And they haven't been spending billions on these models.

00:02:49

So if they can get some cheaper, efficient models on hardware, phones, tablets.

00:02:54

Right.

00:02:55

And I'll tell you what's interesting.

00:02:56

Max, hold down.

00:02:57

That could be a good one for that.

00:02:58

Oh, great.

00:02:59

Hold down still.

00:03:00

Okay, so I think I'll have to report Thursday.

00:03:01

So let's get out of volume there.

00:03:02

Now, remember, I'm looking for a nodda.

00:03:04

I'm not talking about an okay quarter and then a big guy.

00:03:07

Okay.

00:03:08

Okay, quarter big guy.

00:03:09

Just get that in your head.

00:03:10

And the reason why it's bad is people have been not taking their numbers down.

00:03:15

They've just said they've taken their price target stand.

00:03:17

And that allows the shorts to be able to profit as people say, ooh, it's really bad.

00:03:23

It's only you know it's really bad.

00:03:25

You're ready.

00:03:26

Yes.

00:03:27

That's what I want.

00:03:28

I want you ready.

00:03:29

I think it's good to differentiate.

00:03:30

We're talking winners here, but that doesn't mean they're winners today.

00:03:32

They're like immediately.

00:03:33

Like they're going to see the impacts on their businesses.

00:03:36

It's going to be a very long-term trend and things could always change.

00:03:39

Yeah, and there's a lot of short-covering today because people are thinking, wait a second, I'm going to get screwed.

00:03:43

All I care about is that our people are ready.

00:03:46

Yeah.

00:03:47

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Cramer's Morning Take: Winners of DeepSeek Panic 1/28/25

Cramer's Morning Take: Winners of DeepSeek Panic 1/28/25

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