CNBC Investing Club: Cramer’s Morning Take on CrowdStrike 3/12/26

SPEAKER_1 (0:00)

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Jim Cramer (0:59)

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. The oil went up. I think some people felt when the United States at 6 o'clock said we're going to release some oil, they maybe reversed the direction. No, it won't. What's going to have to reverse the direction is a shutdown of Iran in some way to make it so they come to the peace table. Because right now they seem to have the cards. They're talking about a $200 barrel and they mean to get it. And right now they're dealing with $50 drones against, you know, million dollar missiles and they're going to... they can prevail.

SPEAKER_4 (1:49)

Yeah, oil hire as we see these reported attacks on cargo ships and oil tankers in the Strait of Hormuz. Secretary Wright said the US not ready to escort tankers through the Strait. A little bit different from that deleted tweet from the other day. But he did say it could happen by the end of the month.

Jim Cramer (2:07)

The problem is again, you know, you just send a lot of drones. I really think that we underestimated how easy it is to make drones. And you can't find every single place that they make drones because there's too many of them. It's a warrior state.

SPEAKER_4 (2:20)

Yeah, oscillator, minus 5.48. So we're there, an oversold. But to your point, it's going to take some good news to get that oversold bounce.

Jim Cramer (2:30)

But we're looking, we're not selling it anymore, we're looking to buy.

SPEAKER_4 (2:33)

Yeah. And we are seeing some relative outperformance today in software, cybersecurity, stocks, there's a big high-profile act yesterday.

Jim Cramer (2:42)

Crows are doing many things good. I mean, the ramp up in cyberterrorism is extraordinary, according to George Kurtz, worldwide. And this thing's still down 5% for the year. It is good.

SPEAKER_5 (2:56)

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 on 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.

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