Cramer's Morning Take: Winners of DeepSeek Panic 1/28/25

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Jim Cramer (0:49)

Hey, it's Cramer, and this is my morning take on the market from today's CNBC Investing Club Morning Meeting. We have a kind of a mix to stable market. I know that there are a lot of companies' stocks are trying to stabilize. We've got some really good ones today. But you know what, yesterday was a panic. And when I see it, you remember, I think no one makes any money panicking. Very interesting, they tried to stabilize it, they couldn't, I knew that was gonna happen, and now they're trying to bounce back. Stabilizing is the key word right now.

Jeff Marks (1:19)

Yeah, and I think we were all looking for more information about the impact DeepSeq and its efficient, low-cost model will have throughout the AI landscape. Certainly looking for winners, losers, where things could be maybe neutral, maybe we'll just should run through it. I think potential winners.

Jim Cramer (1:37)

Yeah, let's go.

Jeff Marks (1:38)

I mean, Meta actually closed up yesterday. Last time checked, it was higher again today.

Jim Cramer (1:44)

They want AI cheap, they get AI cheap.

Jeff Marks (1:46)

Right. You know, AI is enhancing all aspects of their business. If you can get it cheaper, that's great for them. Produce CapEx, launch new models at lower prices. Amazon, another one.

Jim Cramer (1:56)

That presumes that the Chinese aren't lying, but yes.

Jeff Marks (1:58)

Amazon, Inch Tire, yesterday, I think higher today. They don't have their own LLM, so they could just kind of leverage some of these lower cost models.

Jim Cramer (2:08)

Do we have Amazon?

Jeff Marks (2:10)

I think we do.

Jim Cramer (2:11)

Okay. So this is another that a lot of people felt was overbought and too high as recently as Friday. And then you have this, and then you start thinking, well, wait a second, gross margin expansion.

Jeff Marks (2:21)

Yeah. Apple. Apple is being viewed as a big winner too. I guess under the idea, remember, they're not really investing in to create their own LLM. They haven't been spending billions on these models. So if they can get some cheaper, efficient models on hardware, phones, tablets.

Jim Cramer (2:40)

And I'll tell you what's interesting.

Jeff Marks (2:41)

Macs, that could be a good win for that. Great.

Jim Cramer (2:44)

Hold don't sell.

Jeff Marks (2:45)

Yeah, they report Thursday.

Jim Cramer (2:46)

Huge amount of volume there. Now remember, I am looking for a nada. I'm not talking about an okay quarter and then a bad guy. Okay quarter, bad guy. Just get that in your head. And the reason why it's bad is people have not taken their numbers down. They've just said they've taken their price targets down. And that allows the shorts to be able to profit as people say, Oh, it's really bad. As long as you know it's really bad, you're ready. That's what I want, I want you ready.

Jeff Marks (3:12)

I think it's good to differentiate. We're talking winners here, but that doesn't mean they're winners today. Or like immediately, like they're going to see the impacts on their businesses. It's going to be a very long-term trend and things could always change.

Jim Cramer (3:24)

Yeah, and there's a lot of short covering today because people are thinking, wait a second, I'm going to get screwed. All I care about is that our people are ready.

Jeff Marks (3:31)

Yeah.

Jim Cramer (3:33)

Start your day with my outlook on the market every morning. Visit cnbc.com/morningtake to become a CNBC Investing Club member at a special rate today.

SPEAKER_5 (3:46)

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