Oct 30, 2025 · 44 min
Cramer shifts from speculative AI to real-economy stocks
Mad Money w/ Jim Cramer 10/30/25
The episode tests whether disappointing Big Tech results could redirect investors toward companies with clearer earnings, operational progress, and consumer demand.
- 1Apple’s strong quarter and improved guidance make its future growth central to Cramer’s case for owning rather than trading the stock.
- 2Reddit’s advertising growth and AI-related data opportunities offer expansion without the infrastructure burden carried by major AI companies.
- 3Shake Shack and Logitech show how execution, gaming demand, and product strength can matter as consumer spending comes under pressure.
Don't miss
Shake Shack CEO Rob Lynch explains how operational changes improved restaurant throughput, margins, and the company’s recovery prospects.
The brief
Cramer argues that a major technology company’s disappointing performance could pull attention away from speculative AI and data-center plays toward the broader real economy.
Apple’s strong quarter and improved guidance support Cramer’s long-standing preference for owning the stock, while Deere earns a bullish view and Goodyear does not.
Reddit CEO Steve Huffman makes the case for advertising growth, expanding users, authorized data partnerships, and international runway without matching Big Tech’s infrastructure costs.
Shake Shack CEO Rob Lynch details a turnaround built on better procedures, supply-chain execution, labor management, faster service, and a more value-conscious consumer strategy.
Logitech CEO Hanneke Faber links strong results to work products, gaming, China, and major releases before Cramer warns that turnarounds remain difficult to execute.
What was said on this episode
45 statements · 36 positive · 8 negative · 1 mixed
Meta reported strong user growth, profitability, and margins.
“Meta Platforms reported what I thought was an amazing set of numbers, beautiful in every way, great user growth, incredible profitability, good margins.”
Listen at 1:25
Meta’s planned capital spending appeared imprudent or reckless.
“management committed to a level of capital spending that far outstripped what anyone saw coming to an amount that, I mean, frankly, seemed imprudent, if not downright reckless”
Listen at 1:40
Meta stock fell more than 11% after its report.
“The result, Metastock did indeed get eviscerated, plummeting more than 11% today”
Listen at 1:53
Eli Lilly’s weight-loss and diabetes business exceeded expectations by $1 billion.
“Eli Lilly reported this morning in their GOP-1 complex, he had a weight loss, diabetes thing, made a billion dollars more than Wall Street expected.”
Listen at 3:03
Eli Lilly stock rose nearly 4% that day.
“Eli Lilly's stock rallied nearly 4% today.”
Listen at 3:36
Cramer rejects selling Nvidia because of Meta’s spending-related weakness.
“If Meta stock is going to get punished for spending money at NVIDIA, then a lot of money managers will assume it's time to sell NVIDIA, the $5 trillion monster. I disagree.”
Listen at 4:06
Investors can quickly return money to technology stocks.
“No, not at all. It doesn't work like that. Money can fly right back in easily.”
Listen at 4:32
Money will probably return to technology stocks the next day.
“And I think that that actually is probably what's going to happen tomorrow”
Listen at 4:37
Apple’s services revenue grew 15% year over year to a record.
“Apple posted records of great service revenue at 15% year-over-year.”
Listen at 6:21
Apple’s stock will rise further after its earnings reaction.
“I expect more.”
Listen at 7:50
Investment money may quickly return to technology stocks.
“I wouldn't be surprised if the money comes right back into tech.”
Listen at 8:23
Deere stock will reach $600.
“I think it goes to $600.”
Listen at 8:40
Cramer continues to dislike Goodyear stock.
“I haven't liked the stock since 1984. I'm not going to deviate.”
Listen at 8:58
Reddit may be among the ten best stocks for the next generation.
“a stock that I say is one of the 10 best, maybe, for the next generation.”
Listen at 10:46
Reddit’s growth story remains in its early stages.
“I think this growth story, as I say in the book, is still in its early innings.”
Listen at 11:14
Reddit reported strong execution and 74% year-over-year advertising revenue growth.
“another strong quarter for Reddit. We're really happy with the execution across the board and the ads revenue growth. 74% year over year”
Listen at 11:52
Reddit can become an AI winner without bearing AI infrastructure costs.
“our aim and what we've learned so far is we can be an AI winner without the AI cost.”
Listen at 13:37
Reddit has strong relationships with Google and OpenAI.
“we also have great relationships in this space with Google, with OpenAI.”
Listen at 14:31
Reddit averaged 190 million weekly American visitors last quarter.
“we had 190 million Americans visit Reddit every week in the last quarter or on average.”
Listen at 16:10
Reddit remains early in its growth journey with substantial user and customer opportunity.
“we're actually still early in our journey. And so we see so much opportunity to grow our user base, to grow our customer base”
Listen at 17:11
Most of Reddit’s future growth should come internationally.
“a lot of our growth over the next decade should actually come outside the United States.”
Listen at 19:50
Cramer considers Reddit among the ten best recent stocks.
“maybe one of the 10 best. that has come through in the last five years.”
Listen at 20:01
Shake Shack exceeded expectations on same-store sales, revenue, and earnings.
“Shake Shack reported a solid quarter with better-than-expected same Shack sales, a solid revenue beat, and a 5-cent earnings beat off the 31-cent basis.”
Listen at 20:51
Shake Shack’s KPIs and efficiency are improving, expanding margins.
“Every KPI is moving in the right direction. We're much more efficient and productive, so that's translating straight into margin.”
Listen at 22:25
Shake Shack reduced average service time by 70 seconds over eighteen months.
“we've now reduced our speed of service on average by 70 seconds in a year and a half.”
Listen at 23:14
Shake Shack launched an app-only value platform and app traffic rose 80%.
“we've pivoted and we've launched a new value platform in our app only. And our app traffic is up 80 percent.”
Listen at 25:41
Shake Shack’s value platform drove 400 basis points of traffic growth in one week.
“that's driving 400 basis points of traffic growth across our business just in the last week.”
Listen at 25:58
Unemployment is higher and spending is more difficult among 16–25-year-olds.
“Unemployment's up in that group. Yes, it is. Spending is a little tougher.”
Listen at 27:05
Shake Shack increased app downloads 50% this year.
“we've increased our app downloads 50% this year.”
Listen at 27:22
Shake Shack projects beef costs will rise moderately next year.
“beef we're projecting next year to be up about mid.”
Listen at 27:50
Shake Shack stock will recover its prior losses.
“And I think the stock is going all the way back.”
Listen at 28:56
Investors can buy Shake Shack stock if they like its products.
“now I get to say, yeah, you can buy it if you liked it.”
Listen at 29:03
Logitech stock has broken out and will continue rising.
“The stock has broken out definitively, and I don't think it's stopping here.”
Listen at 35:11
Cramer considers Centrus Energy a good company.
“Look, it's a good company.”
Listen at 36:55
Centrus Energy is not excessively expensive after its pullback.
“It's not. Look, after what I saw, it's not crazy expensive.”
Listen at 37:03
Investors should currently avoid U.S. Rare Earths.
“I'm going to say that you have to stay away for now.”
Listen at 37:37
U.S. Rare Earths is losing substantial money.
“U.S.A. Rare Earth, which is losing a fortune.”
Listen at 37:49
Investors should own McDonald’s instead of Arcos Dorados.
“No, no. You just own McDonald's.”
Listen at 38:04
Cramer supports Ollie’s Bargain Outlet stock.
“I'm a member of Ollie's Army. Never go to one of the Army members and think that he'll down Ollie's.”
Listen at 38:58
Corporate turnarounds are difficult but can produce enormous gains.
“Turnarounds are so difficult to pull off that it's very hard for people to stick with them, even though the gains, they can be enormous.”
Listen at 39:51
Mary Dillon was unable to turn around Foot Locker.
“Even the best of the best, Mary Dillon wasn't able to turn. around Foot Locker”
Listen at 40:06
Brian Niccol turned around Chipotle and its stock rose to $56.
“About a year later, the ship was completely righted and the stock rallied all the way to fifty six dollars.”
Listen at 41:07
Starbucks’s Chinese business and store operations are improving.
“with a Chinese business about to get a big partner and with cadence improving at the stores, I think it's all coming together.”
Listen at 42:46
Starbucks’s turnaround under Brian Niccol has begun.
“But Starbucks under Brian Nichol, just like when he was running Chipotle, I think the turn has started.”
Listen at 43:22
Investors should buy Starbucks stock now.
“It's time to buy the stock of Starbucks.”
Listen at 43:35
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Books & mentions
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