CNBC Investing Club: Cramer’s Morning Take on CrowdStrike 3/11/26

SPEAKER_1 (0:00)

Thy ticket, Lady Jennifer of Coolidge.

SPEAKER_2 (0:03)

Well, many thanks, good sir.

SPEAKER_3 (0:05)

Heareth my Discover card. They accept Discover at Renaissance Fairs?

SPEAKER_1 (0:10)

Yeah, they do here. Discover is accepted at the places I love to shop. Getteth with the times.

Jim Cramer (0:17)

With the times?

SPEAKER_2 (0:18)

You're playing the lute. Yeah, and it sounds pretty good, right?

Jim Cramer (0:23)

Discover is accepted at 99% of places that take credit cards nationwide.

Jim Cramer (0:27)

Based on the February 2025 Nielsen Report.

SPEAKER_2 (0:30)

This episode is brought to you by Schwab Market Update, an original podcast from Charles Schwab. Join host Keith Lansford for this information-packed daily market preview delivered in 10 minutes or less, including projected stock updates, monetary policy decisions, and key results and statistics that may impact your trading. Download the latest episode and subscribe at schwab.com/marketupdatepodcast, or find Schwab Market Update wherever you get your podcasts.

Jim Cramer (1:01)

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 1020 a.m. Visit cnbc.com/morningtake to sign up today. That's one word, morning take. You know what we should focus on for just one second? Nebius. Okay, so Nebius builds these data centers.

Jim Cramer (1:30)

A neocloud, like a core weave.

Jim Cramer (1:32)

Neocloud.

Jim Cramer (1:33)

Yeah.

Jim Cramer (1:33)

And a lot of people felt, eh, marginal player. But NVIDIA just put a couple billion with them. Now, initially, the stock was up like, you know, three. Because people said, well, it doesn't really matter because NVIDIA's given money to everybody.

But then people said, wait a second. This is a sign, a confirmation of Corweave, of Oracle. You don't really get this if you think that Nebius' is, let me say, as fanciful as I thought. I was wrong. Yeah.

Jim Cramer (2:10)

And the two billion will help Nebius deploy more than five gigawatts of NVIDIA systems by the end of 2030

Jim Cramer (2:16)

Very significant.

Jim Cramer (2:17)

Yes. And NVIDIA will support Nebius. The early adoption of the latest generation of NVIDIA's accelerated computing platform. Press release talks about we're at an inflection point in agentic, AI.

Jim Cramer (2:30)

By the way, speaking of inflection point, this, everyone's talking about this claw.

Jim Cramer (2:38)

Open claw.

Jim Cramer (2:38)

Yeah, as being the rage, except for George Kurtz at CrowdStrike who recognizes that if you let it in, you can see all your data. It is a critical breach that you're letting in. And he fortunately has a software company that he bought that stops open claw. So that's one of the reasons why I think CrowdStrike should be up far more than it is right now. Far more. They are the only ones that have it. I would pay up 20 for this. Because this thing is all over the place.

SPEAKER_3 (3:09)

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 (3:42)

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