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What Cramer is watching in the market Monday, including a big tech trend emerging


Jen-Hsun Huang (president and chief executive officer at Nvidia Corp.) speaks on the occasion of Nvidia Corp.’s Mobile World Congress Americas, Los Angeles, Oct. 21 2019.

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This is what I’m looking at November 22, 2021

  • Atlantic Equities launches (CRM)Buy… My understanding is that business is very successful.You might want to go back to Workday. They had an amazing quarter.
  • Adobe (ADBE)Atlantic Equities has upgraded this listing… Once again, I hear that the guys have a great time.
  • Rent the Runway (RENT)… All analysts begin coverage of the IPO by giving buy ratingsReally? —what a dangerous play as all of these apparel IPOs have failed versus traditional apparel companies
  • We would Monster (MNST) merge with Constellation(STZ)?… a powerful combo because Constellation does not have great presence in the convenience store
  • Hangover from the EV Are they too high?
  • Nvidia (NVDA)Is really on the rise… Same as Roblox (RBLX)… It is all about the Omniverse, and I believe it. Priority
  • Vonage (VG)Ericsson bids $21 for the winning bid. Platform for Consumers
  • Activision Blizzard (ATVI)Truist reduces its price target by $101 to $74 An analyst predicts that the CEO will be replaced
  • Etsy (ETSY)Needham raises $265 to target $325… analyst says company driving retention and frequency…
  • Oatly (OTLY)This isn’t the right way to make plant-based milk… results last week fell short bad
  • Micrsoft (MSFT)$2.6 trillion market cap… because of cybersecurity  continue growth in IT spend
  • GlobalFoundries (GFS)Right place at the right time… gets $88 price target at Bank of America…strong competitive advantage, manufacturing scale and differentiated technology
  • Bank of America adjusts price targets for the automotive industry Ford (F)It ranges from $20 to $22… Magna International (MGA)Reduced to $127 to $113 …. Ferrari (RACE)From $275 to $350
  • Numbers for holidays… JPMorgan believes the best decade is a decadeNovember saw an increase of 85-90% in pre-covid levels…

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 (Jim Cramer’s Charitable Trust has CRM, NVDA and F).