Hey, I'm Kramer.

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramer. I'll do what my friends? I'm just trying to make you a little money. My job is not just to entertain, but to educate to teach you. Call me 1-800-7.4-3C-NBC tweet, Jim Kramer. Now, we're still in Ernie's Hades, but at least it's getting a little cooler out there. That's right. We've now gotten over the hump of the big-time growth stocks, the hyper-scalers, but there's plenty left. Why don't we do this? Let's go right to the game plan. First, we get the usual caveats. We will get a breakthrough in the trade talks with China this weekend. I don't know. Will we hear anything about Canada? I hope so. Anything changed now that Mexico has gotten another 90-day reprieve? Everything's on the table, as usual. Saturday morning, we get results from Berkshire Hathaway. It's going to be a little different this year with Greg Ebel running the place. We're hearing some grumblings of late about the performance of the stock, to which I say, are you kidding me? Warren Buffett's about the entire CEO. Of course, the stock's not going to do any as well as it used to. But even with Buffett taking a step back, we can still care about Berkshire with the company with its amazing properties, by the way, including Burlington Northern the railroad. And if the kilometer has a good quarter, the stock's going to run.

So let's just back down a little bit from the negative.

After the close, Monday we hear from the most controversial stock in the entire market,

and that's Palantir Technologies.

The AI-fueled software company has become one of the hottest stocks there is,

with an almost cult-like shareholder base led by the Messianic CEO Alex Karp.

I predict a total blowout that will smoke the shorts because Karp's still getting a ton of business and repeat business from everything from the super packaged goods to the federal government is growing like a week.

Tuesday morning we get results from DuPont, which we own for the Travel Trust, and we need to see if that breakup of this company is on track. We think DuPont is dramatically undervalu, but we feel very lonely at this one. That doesn't bother me because I think the bulk casers very straightforward. The parks are worth dramatically more than the whole, which makes this an ideal breakup story. companies that announce breakups like DuPont and another investing club named Honeywell

fall into this kind of purgatory funk while the parts are being divvied up, so they require patience. But I bet you'll be rewarded. The once erratic caterpillar has now become a smooth secular grower, thanks to former CEO, now Chairman Jim Uppelby. We used to think the cap was impossible again. Now I'm telling you, I think it'll print one more good quarter as it rides the tailwinds of infrastructure spending and reshoring in this country. I like it. There's another one that I'm not so sure of reporting at the same time, though, Pfizer. We need to see some really dramatic results here from the clinical trials, like the ones that Pfizer picked up when they bought the Cgen at the end of 2023. It's enough time to see more than we've seen already, I got to tell you that. And they better hurry up because it's shareholder based getting very rested. And who knows what the president has up against sleep against this industry. We also get numbers from the always reliable Marriott. Now, I do want to point out that when this great hotel year reports, its stock often goes down, even if the numbers are good. Usually, though, that's a buying opportunity, but let's wait until the day after before we pull the trigger. On Wednesday morning, we hear from a couple of iconic companies reporting that I like Disney and McDonald's. Now, the former has just, well, I got to tell you, it's moved up very nicely, but it's starting to get back some of those gains. I think Disney Pustle will be good, old-fashioned TV led by sports, gotten a little better, theme parks continue to hum. Start paying attention to cruises. They will make a ton of money. As for McDonald's, the stock, it's been out of sync with McDonald's the company, which has gotten a lot better lately with some new offerings, limited ones. I think it's a buy. After we closed, we had two more companies that I like very much, and I bet they'll give us good numbers, and that's Dutch Bros. And Elf Beauty. These two renegades, young companies that have disrupted the coffee and cosmetic business.

Wow.

They got a lot of room to grow and take share, and that's exactly what they're going to do.

Again, good stocks.

Thursday, we're waiting for the numbers from a club name Eli Lilly with bated breath, frankly,

because of the horrendous numbers from their only real gLP-1 competitor, Novo Nordisk.

We don't know if that's happening because Lilly's taking share from the poorly run Novo or if companies are seeing a peak in these revolutionary weight loss drugs. My presumption is that it could be a little bit of both. I'm concerned that Lilly might be a little diluted because Novo cut prices on Wagovi pretty substantially. You know, we sold a little this week for the Chavez Trust.

A huge game. Give me a break. You can follow what we're doing by joining the CBC Investing Club. May I suggest you do so? Next, I want to hear from Warner Bros. Discovery in the morning because CEO David Zaslock has been doing a lot to reorganize the company and pay down debt. This stock's been moving up as we're getting more facts about the impending breakup and the balance sheet improves. Thursday night we'll find out more about the

deal that the U.S. government is made with MP materials. That's that rare earth minerals

company as it reports. There's plenty more to learn, and I think it'll all be positive,

because the White House doesn't want to be hostage to China for these important materials. Don't forget apples in there, too, buying recycled minerals. We went to see Winners works earlier this year, and I thought the story was a great one. By the way, I really like the Lylist, too, if you can get in there. It's a tough ticket. Now, the winery wasn't so great, but you know what? I talked it up too early, but now it's really starting to climb. I'm feeling better about it. What else? I believe the Pinterest reported number that puts it in the elite online advertising formats with, by the way, Reddit. Now, if we're talking social media sites to advertise online, Pinterest is by far the most family-friendly. And while the market's not as big as it used to be, it still counts. Finally, on Friday, we hear from the bedraggled Wendy's. Now, last time we got weak numbers and a dividend cut, could it get worse? I've got to tell you, the competition in that business is so rife. I can't guarantee any numbers from that company.

So here's the bottom line.

There you have it.

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