CNBC Investing Club: Cramer’s Morning Take on Broadcom 4/10/26
Squawk on the Street
CNBC
4.0 • 566 Ratings
🗓️ 10 April 2026
⏱️ 3 minutes
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| 0:00.0 | Jim Kramer here to share a short preview of my take on the market from today's |
| 0:06.5 | members-only CNBC Investing Club Morning Meeting. |
| 0:09.4 | Join the club for full access to the morning meeting every day at 1020 a.m. |
| 0:14.7 | Visit CNBC.com slash morning take to sign up today. |
| 0:19.4 | That's one word, morning take. |
| 0:23.6 | Look, I've been bullish, but we've had, but this, a positive session today would make |
| 0:28.9 | eight straight days to the SSP. |
| 0:30.2 | Yes. |
| 0:30.5 | That's when I pull back and say, well, wait a second. |
| 0:33.3 | Now, look, I happen to be a big, a good card player. |
| 0:36.1 | And when I go into the casinos and I pay blackjack, I will reach a certain level. And I say, you know what, I'm done. I did a really good job. I made a lot of my, I got to step away. I almost feel like to some degree that we have to read, you have to be cognizant of things that can go wrong. When you talk with people who are not in our business, they say the same thing. |
| 0:55.2 | They say, look, you know, we could have the U.S. government. |
| 0:59.6 | Maybe the president says, you know what, I'm bombing a city because they're not letting, |
| 1:05.7 | they're not opening the, they're not opening the straight. |
| 1:09.1 | I just think of playing with a little bit of fire here. |
| 1:12.2 | I like to view it the other way. I say, well, if the market was down for eight straight days, we would be |
| 1:18.4 | buying. That's very true. I think that's our, that's what we live by. |
| 1:23.7 | And that's a good thing. And so it's the opposite side now. Right. I mean, if we were plus five or six, I would feel better. But here's a good example. We are going to sell some broadcom on Monday. Yes, Monday. We're restricted today. So can't today. But it's had a nice 17% move just this past week. Obviously, they had the big deal with Alphabet and Anthropic, too. |
| 1:47.1 | And that has sent shares, which were, you know, very disappointing for most of the year, |
| 1:51.6 | really dating back to the end of last year, up nicely. |
| 1:54.8 | Yes. |
| 1:55.4 | And I just think, you know, you had a big run. |
... |
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