Cramer's Morning Take: Alphabet 3/18/25
Squawk on the Street
CNBC
4.1 • 567 Ratings
🗓️ 18 March 2025
⏱️ 4 minutes
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| 0:00.0 | Jim Kramer here to share with you a sample of my take on the market from today's |
| 0:06.7 | CMEC Investing Club warning meeting. |
| 0:10.6 | Jeff, this is not the kind of market that needs this sell-off because, oh my, it just |
| 0:16.0 | means that we had a two-day and a regina and we're going back to where we were, which was |
| 0:20.0 | correction mode as of |
| 0:20.9 | Thursday. Ugly day. Ugly. Sure. I mean, look, the oscillator actually moved out of an |
| 0:27.1 | oversold territory yesterday, 3.33%. There's still a lot of things that the market needs to figure |
| 0:33.2 | out, right? Whether it's the economy and Q1, how big of a slowdown there is, and also |
| 0:39.8 | tariffs too. And so until we have some of that clarity, yeah, I think it's very reasonable to expect |
| 0:45.2 | continued volatility. It's why we use strength to actually raise some cash last Friday, exiting |
| 0:52.3 | Next tracker. Was it a day early? Yes. But still, |
| 0:55.8 | I think the point remains, you know, of just being on guard because of how volatile things are. |
| 1:03.7 | Yeah, we might, you know, 1.8 decline in that ASAP. We probably have to start looking at things. |
| 1:08.5 | I have to tell you, one of the things I like is maybe we should be looking at cybersecurity, |
| 1:12.2 | the valuation of this deal, this WIS deal. |
| 1:15.9 | I got to tell you, it says the crowd strikes dramatically undervalued. |
| 1:19.2 | Dramatically. |
| 1:19.9 | And I don't know, but that's, look, I got to acknowledge it. |
| 1:24.6 | Sure, yeah. |
| 1:25.4 | So, of course, this is Alphabet acquiring WIS for $32 billion in cash. |
| 1:32.5 | The deal, it's a big investment for Google Cloud as they try and boost their |
| 1:37.4 | cybersecurity business there and it works well with multiple clouds. |
... |
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