CNBC Investing Club: Cramer’s Morning Take on Alphabet 2/2/26

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Thy ticket, Lady Jennifer of Coolidge. Well, many thanks, good sir.

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Yeah, they do here.

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Jim Cramer (0:30)

Get it?

SPEAKER_3 (0:30)

With the times.

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With the times?

Jim Cramer (0:33)

You're playing The Loot.

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Yeah, and it sounds pretty good, right?

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Discover is accepted at 99 percent of places that take credit cards nationwide. Based on the February 2025 Nielsen Report.

Jim Cramer (0:47)

Jim Cramer here to share a short preview of my take on the market from today's members only CNBC Investing Club morning meeting. Join the club for full access to the morning meeting every day at 10:20 AM.

Visit cnbc.com/morningtake to sign up today. That's one word, morning take. I spent a lot of time on this piece and trying to explain to people why this is such a winner. And it has to do with every single division is a dominant division. Remember, Waymo is dominant over right now, over whatever.

SPEAKER_6 (1:23)

Sounds like they're raising more money too.

Jim Cramer (1:24)

Yeah, over what Tesla is doing, they raise money. YouTube is the dominant video player in the world, okay? Gemini Google is now, I think, will be, and some people say is already, the dominant chat bot. So you just have this incredible, and search obviously is number one, you have everything going for that company. And that company was mispriced because down here, and I mentioned that, the government said they were going to wipe them out. People have to recognize, I do speak to the government, and the government was, government, when they won that decision at the lower, before the guy reverses himself to judge, the government was just jubilant, and they were thinking that this company's going to be broken up in a very vicious way. And I bought into that, and that was incorrect. That's okay, you make mistakes. But then that was one of my mistakes, and I felt corrected by saying, we don't care where it's been, we care where it's going to, so we're back in.

SPEAKER_6 (2:17)

Yeah, I was going to say it would be another mistake to essentially not own it, considering the run and the positive tailwinds.

Jim Cramer (2:23)

I mean, look, you can not, right, I mean, look, I do kick myself, do I not own SanDisk, did I own Micron? I mean, look, there's a couple of stocks that were up very big last year, you had to realize that there is a huge shortage going on still, and people just continue to buy and buy and buy. But if you take a look, Apple noted the shortage and Apple's doing quite well today.

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All opinions expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates and may have been previously disseminated by Cramer on television, radio, internet or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Cramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment or strategy. To view the full CNBC Investing Club Disclaimer, please visit cnbc.com/investingclubdisclaimer. Hey, Fidelity, can I get a second opinion on stocks in the Fidelity app?

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That's right.

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