Nov 11, 2025 · 44 min
Cramer weighs AI momentum against health care and quantum bets
Mad Money w/ Jim Cramer 11/10/25
The episode tests whether investors should follow a market rebound while weighing concentrated opportunities in AI, biotech, quantum computing, and consumer growth.
- 1Cramer argues that market signals deserve respect, especially when betting against AI-related stocks.
- 2Amgen’s Repatha results and MariTide candidate put cardiovascular and obesity treatments at the center of health care’s appeal.
- 3D-Wave and Dutch Bros illustrate contrasting growth stories in commercial quantum computing and consumer expansion.
Don't miss
Bob Bradway’s discussion of Repatha’s cardiovascular results and Amgen’s MariTide candidate gives the health-care segment its clearest investment case.
The brief
Jim Cramer opens by treating the market’s sharp rebound as a signal investors should respect, while warning against betting casually against AI-related stocks.
Viewer questions on Netflix, Broadcom, and BlackRock lead into a broader preference for subscription businesses and companies with strong leadership or market momentum.
Amgen CEO Bob Bradway discusses Repatha’s LDL reduction and heart-attack prevention, alongside pricing and the company’s obesity candidate MariTide.
D-Wave CEO Alan Baratz makes the case for commercial quantum computing through customer growth, Japan Tobacco, an Italian agreement, and competing system designs.
Dutch Bros supplies the consumer-growth counterpoint, with leadership discussing expansion, Gen Z appeal, mobile ordering, rewards, staffing, and Starbucks competition.
The closing stock calls turn to Pfizer’s proposed weight-loss acquisition, weighing upfront and contingent payments against the crowded obesity-drug market.
What was said on this episode
25 statements · 23 positive · 1 negative · 1 neutral
Palantir should not be shorted despite its substantial price increase.
“I wouldn't short that thing, even after this run.”
Listen at 3:04
Palantir will reach 250 after its current price pause.
“now I think it's going to 250 after this pit stop”
Listen at 3:22
OpenAI is already too large to be allowed to fail.
“OpenAI is already too big to fail”
Listen at 5:46
ChatGPT currently ranks as the best chatbot.
“ChatGPT remains the best of the chatbots”
Listen at 5:50
Data-center stocks should recover as the government shutdown ends.
“the data center stocks come roaring back. As they should.”
Listen at 7:33
Netflix is an attractive stock or company.
“I like Netflix a plenty.”
Listen at 8:26
Broadcom should be bought.
“Broadcom's a buy.”
Listen at 9:04
BlackRock and Blackstone are attractive investments.
“I like BlackRock and I like Blackstone”
Listen at 9:52
BlackRock should be bought immediately.
“I want to buy that stock right here, right now.”
Listen at 9:57
Repatha reduced first-heart-attack risk by 36% in the studied subjects.
“we were able to reduce by 36% the risk of a first heart attack”
Listen at 12:36
Lower LDL cholesterol produces better outcomes, according to Repatha trial data.
“we've now unequivocally answered that when it comes to LDL cholesterol, lower is better”
Listen at 13:27
Earlier achievement of lower LDL levels is more beneficial.
“the sooner you get to the lower levels, the better.”
Listen at 14:41
MariTide may lower blood pressure, inflammation, and blood lipids.
“we think this has the potential by virtue of what we've seen so far in its ability to lower blood pressure. to lower inflammation, to lower blood lipids.”
Listen at 19:35
People should ask their doctors whether Repatha is appropriate.
“you should ask your doctor whether it's right for you.”
Listen at 20:06
Investors should consider buying D-Wave after its decline.
“That's where you got to start thinking about getting in.”
Listen at 20:49
Dutch Bros’ business model is working across the United States.
“this is something that worked in Oregon and it's working around the country.”
Listen at 29:44
D-Wave is Cramer’s preferred speculative quantum investment.
“If you're going to speculate in quantum for me, it's going to be D-Wave.”
Listen at 36:38
Cramer is reducing his support for Bristol-Myers Squibb.
“I'm backing off on it”
Listen at 37:06
Investors should prioritize Alibaba over Baidu among Chinese stocks.
“if you're going to own Chinese stocks, you want to own Alibaba first and Baidu second.”
Listen at 37:52
Brinker International is at an appropriate level to begin buying.
“I think it's the right level to buy Brinker”
Listen at 38:09
United Rentals should be held.
“You can hold your rent.”
Listen at 38:42
Multiple companies can succeed in the GLP-1 weight-loss market.
“There's room for more than one winner in this race for GOP-1 weight loss supremacy.”
Listen at 40:35
Patients are more likely to adhere to pills than injections.
“You're much more likely to stick with a pill than an injection.”
Listen at 42:57
Pfizer’s acquisition of Metsera is strategically smart for entering GLP-1 drugs.
“Still, I think Pfizer is very smart to buy Metsara in order to get a piece of the GOP-1 pie”
Listen at 43:14
Pfizer’s acquired drug could become another blockbuster like Lipitor.
“it could have another Lipitor in its hands.”
Listen at 43:23
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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