Jim Cramer - Mad Money

Tailwinds: no tariffs on US banks and they will be less regulated by Trump. Today, Morgan Stanley said WFC could be a huge winner with less regulation: better loan growth, trading revenues and lower expenses. He's bullish.

With regulation ahead, it's now more likely that their deal with Discover Financial will finally close--it's been taking forever. If so, COF could go up 25 points. No matter what, COF will be fine.

Everything about this economy is good, except one thing: the president who is angry at everything except Putin (maybe him too) and his wrath has made investors so negative that they want nothing to do with stocks, sure that Trump will keep issuing tariffs that wipe out our wealth. April 2 could be liberation day when US investors are liberated if Trump gets his tariffs out of the way. Maybe.

The chart shows a head and shoulders formation. It's a great, worldwide company that's done many things right. Is up only 5% this year. He likes subscription models.

Is up 10% in the past month. Don't chase a red hot stock, but let it come in a bit (lower). Every time this spikes, it goes down. It's best of breed.

A tougher economy makes it harder. That said, Dell believes so; they've been in the PC business for 40 years and deserve the benefit of the doubt.

Unprofitable growth tech names like this are -59% this year, after surging last year when they never should have. Removing this froth is positive for the market.

Legacy tech giants like this have been some of the top names this year and are a good place to hide. They boast strong earnings, reasonable valuations and good growth in AI.

Its reputation has taken a hit this year due to Musk's highly polarizing involvement with Trump. This has taken the robotaxi story off the table, allowing Uber to roar. But robotaxis were never a threat to Uber in the first place. He still thinks Tesla has an edge given Musk's relationship with Trump, but he didn't expect this much public backlash against Musk/Tesla.

Tesla's reputation has taken a hit this year due to Musk's highly polarizing involvement with Trump. This has taken the robotaxi story off the table, allowing Uber to roar. But robotaxis were never a threat to Uber in the first place.

Visa and Mastercard both have no credit risk and are doing incredibly well.

Visa and Mastercard both have no credit risk and are doing incredibly well.

Is in the middle of an historic decline, despite its earnings having an historic advance. It's been punished enough. Buy a quarter position here and another at $50. The CEO bought a ton of stock.

The do a lot of business with China, and Trump refuses to help any Dutch company do business in China, a business ASML needs. (Biden felt the same.) ASML controls a crucial part in the entire semiconductor chain.

The 7% dividend is a red flag, can't trust it.