Cramer's Morning Take: Qualcomm 10/27/25

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Jim Cramer (1:02)

Hey, it's Cramer, and this is my morning take on the market from today's CNBC Investing Club morning meeting. Part of what I find upsetting today, and I will say this is upsetting, is that Nvidia would be a big winner if there was real good chain talk because maybe they would take the restrictions off. But Qualcomm announced that it has a chip, okay? Now, any one of us could say they have a chip. And Qualcomm is up, when I say anyone, even right now at this very, Texas, I should say that.

SPEAKER_2 (1:27)

Yeah, and this just broke in the last 10, 15 minutes.

Jim Cramer (1:30)

Qualcomm doesn't have a foundry. Qualcomm is a company that's foundryless. And arm holders could do the same thing, okay? But the stock, I mean, I'm literally, I mean, Rene Haas could do the same thing right now. The stock is up 32 If you own Qualcomm, you sell Qualcomm right now, okay? Because you can see the money go from Micron into Qualcomm. Qualcomm has nothing. They're talking about 200 mega, not giga, okay? And I think the people who are buying Qualcomm right here are doing this year of magical investing that I keep talking about, which is that you're back to 1999 And when you have a hit like this, you go ka-ching, ka-ching. You don't let it turn into a loss. Go Qualcomm.

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SPEAKER_4 (2:27)

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, NBC Universal or their 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. You should be aware of the risk of loss in following any strategy or investment discussed in the content from Cramer. To view the full CNBC Investing Club disclaimer, please visit cnbc.com/investingclubdisclaimer.

SPEAKER_2 (3:12)

Are you ready to get spicy?

SPEAKER_1 (3:15)

These Doritos Golden Sriracha aren't that spicy.

SPEAKER_2 (3:19)

Sriracha sounds pretty spicy to me.

SPEAKER_1 (3:22)

Um, a little spicy, but also tangy and sweet.

SPEAKER_2 (3:29)

Or turn it down.

SPEAKER_1 (3:31)

It's time for something that's not too spicy. Try Doritos Golden Sriracha.

SPEAKER_4 (3:35)

Spicy.

SPEAKER_2 (3:37)

But not too spicy.