Jim Cramer breaks down shares of Activision Blizzard, Intel and AMD

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디일러·바이두 등 주요 기업 이슈와 법적 논란 언급. 인텔은 게첼싱거의 미션 중심 경영을 비판하며 주식 보유에 부정적이고 AMD 보유 선호. 산지 마로트라 인터뷰 이후 PC·휴대폰 약세 우려가 주가 하락을 이끌었으나 5G·고성능컴퓨팅은 성장 중이며, 게이밍 약세 주장은 검증이 필요하다는 입장.

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01. what do you what do you make of this what do you make of diller's comments i didn't wait until i was 80 uh to participate and so obviously fraud look we don't know what really went on i do i know barry diller and it does seem crazy that i mean you know he's a very savvy person about business and stocks so i i i don't know the details i know that there were calls bought but just barry i i'm you know benefited the doubt we don't have a justice department if the just partisan leaked this i don't know but i you know barry diller i'm going with this kind of american justice innocent to prove it guilty art dealer did not just fall off the turnip truck so you could say well wait a second neither did martha stewart during the days when uh she uh did the wrong thing and just portman caught her uh but i barry i'm not i'm not buying it until i've got a real indictment right i'm just not buying it now in addition to that we had four senators yesterday uh asking to look into further the harassment allegations uh do you think the deal's in jeopardy or not i i still don't those senators are some of the more radical center we have radical centers now not unlike in the early 30s and we have senators who uh you know these are severe charges and you know kodak i think you know bobby codex bobby bobby codex inc i'm going to say he's incredibly rich but you got to be miserable and horrible because you presided over this enterprise that you kind of was hoping like give it to microsoft maybe get rid of it and no it's just that he's being talked uh again someone would say jim he's rich so so what it's not great to have the senate senators come down and say listen we we see what you did bobby code do when bobby could have came on man money to talk about hey listen we're like doing our best and that wasn't good enough obviously uh amazon we're watching for the final votallies in alabama and new york but it does look like alabama is going to reject union efforts once again got some data on andy jassy pay uh even higher than gel singers but i would imagine you'd argue more deserved in that case it's a better year yeah you know i mean gelsinger you know stafford had a better year you know mahomes now i i had a little there's a terrific woman jenny who's on the judges show and she and i were arguing about the cash flow situation intel and what i've been saying is there's a messianic approach to uh to gelsinger and the ohio silicon and he's just on a mission and man do i ever not want to own stock if someone is on a mission see that's bad i don't want a mission i want profits and i'm not talking about the pro ph et kai i'm a seller of the profits this is a remarkable thing to have the ceo who is deciding himself that he's going to take a company and rebuild american manufacturing with the help of uh cover stock dave ramondo and there's i bet you you can't find a hundred people who can do it what he wants to do in ohio yeah imagine you're applauding him but it's not a stock exchange i think you can do two things i think you can praise a company and not own the stock and that's my feeling with intel i praise what he wants to do i think it's driven uh we need we need that but um i'd rather own amd i think amd's come down too much my trust owns it you mentioned well aware that when sanji looked the sanjay marocha interview on our show was what caused a huge shift in people's thinking and and you i mean you got to go back and parse every word that that's where they decided stocks down it's down behind you but all he said was that there's some weakness in cell phone and pc uh but he never said he didn't quantify that the weaknesses is in four not five people want to upgrade they want upgrade they want to get out of four g4 is dying and so what he's saying is that g-force died but chief you know you get to five the five is growing like man and high-performance computing now the issue is game is gaming strong or weak and carl i've got to tell you i keep hearing that gaming is weakening but i want to hear it from best buck right i don't want to just hear it from you know the shorts sure