CNBC Investing Club: Cramer’s Morning Take on Broadcom 4/10/26

SPEAKER_1 (0:00)

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SPEAKER_2 (0:28)

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Jim Cramer (0:46)

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 a.m. Visit cnbc.com/morningtake to sign up today. That's one word morning take. Look I've been bullish but we've had but this is a positive session make eight straight days to the S&P.

Jeff Marks (1:13)

Yes.

Jim Cramer (1:14)

That's when I pull back and say well wait a second. Now look I happen to be a big a good card player and when I go to the casinos and I pay Blackjack I will reach a certain level and I say you know what? I'm done. I did a really good job. I made a lot of money. I got to step away. I almost feel like to some degree that we have to reach, you have to be cognizant of things that could go wrong. When you talk with people who are not in our business, they say the same thing. They say look, we could have the US government, maybe the president says, you know what, I'm bombing a city because they're not letting, they're not opening the street. I just think I'm playing with a little bit of fire here.

Jeff Marks (1:55)

I like to view it the other way. I say, well, if the market was down for eight straight days, we would be buying. That's very true. I think that's what we live by.

Jim Cramer (2:07)

That's a good thing to be honest with.

Jeff Marks (2:09)

It's the opposite side now.

Jim Cramer (2:11)

Right. If we were plus five or six, I would feel better.

But here's a good example. We are going to sell some book on Monday.

Jeff Marks (2:19)

Yes. Monday, we're restricted today, so can't today. But it's had a nice 17 percent move just this past week. Obviously, they had the big deal with Alphabet and then Anthropic too. And that has sent shares which were very disappointing for most of the year, really dating back to the end of last year, up nicely.

Jim Cramer (2:38)

Yes. And I just think you had a big run. I looked to take some things off the table.

Jeff Marks (2:43)

Yeah. So again, Monday.

SPEAKER_5 (2:46)

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.

SPEAKER_1 (3:18)

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