God dammit reverse crammer-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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2025-11-05

God dammit reverse crammer

Jim Cramer Says Forget CoreWeave As He Reverses On IREN, Nebius: Past Doubts 'Don't Matter,' Amid 'That Much Demand'

Jim Cramer reverses on IREN & Nebius, saying 'massive demand' for AI makes past doubts and his CoreWeave preference 'not matter.'

Jim Cramer Says Forget CoreWeave As He Reverses On IREN, Nebius: Past Doubts 'Don't Matter,' Amid 'That Much Demand'

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(NASDAQ:IREN) and Nebius Group NV (NASDAQ:NBIS) ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/25/11/48613223/jim-cramer-says-forget-coreweave-as-he-reverses-on-iren-nebius-past-doubts-dont-matter-amid-that-much-demand\">Source Link</a>\n\n</div>\n","source":"benzinga_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jim Cramer Says Forget CoreWeave As He Reverses On IREN, Nebius: Past Doubts 'Don't Matter,' Amid 'That Much Demand'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJim Cramer Says Forget CoreWeave As He Reverses On IREN, Nebius: Past Doubts 'Don't Matter,' Amid 'That Much Demand'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-04 16:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/equities/25/11/48613223/jim-cramer-says-forget-coreweave-as-he-reverses-on-iren-nebius-past-doubts-dont-matter-amid-that-much-demand><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a significant shift from previous sentiment, CNBC host Jim Cramer has declared that his past doubts regarding AI infrastructure providers IREN Ltd. (NASDAQ:IREN) and Nebius Group NV (NASDAQ:NBIS) ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/25/11/48613223/jim-cramer-says-forget-coreweave-as-he-reverses-on-iren-nebius-past-doubts-dont-matter-amid-that-much-demand\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.benzinga.com/files/images/story/2025/11/04/Jim-Cramer.jpeg?optimize=medium&dpr=2&auto=webp&width=260","relate_stocks":{"PSQ":"做空纳斯达克100指数ETF-ProShares","BK4587":"ChatGPT概念","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","USJW.SI":"ALPHAB 3xLongSG261006","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","3NVD.UK":"LS 3X NVIDIA","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","NVD3.UK":"LS 3X NVIDIA","2NVD.UK":"2X NVIDIA ETP","NVDU":"2倍做多NVDA ETF-Direxion","IREN":"IREN Ltd","QLD":"2倍做多纳斯达克100指数ETF-ProShares","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","SNVD.UK":"LS -1X NVIDIA","SQQQ":"纳指三倍做空ETF","AI":"C3.ai, Inc.","BK4170":"电脑硬件、储存设备及电脑周边","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","NVD2.UK":"2X NVIDIA ETP","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","USAW.SI":"AMZN 3xLongSG261006","NVDY":"NVDA期权收益策略ETF-YieldMax","NVIW.SI":"NVDA 3xLongSG261006","QID":"两倍做空纳斯达克指数ETF-ProShares",".IXIC":"NASDAQ Composite","DELL":"戴尔","NVDD":"1倍做空NVDA ETF-Direxion","TSYW.SI":"TESLA 3xLongSG261006","NVDS.UK":"LS -1X NVIDIA","NBIS":"NEBIUS","TQQQ":"纳指三倍做多ETF","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC"},"source_url":"https://www.benzinga.com/markets/equities/25/11/48613223/jim-cramer-says-forget-coreweave-as-he-reverses-on-iren-nebius-past-doubts-dont-matter-amid-that-much-demand","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2580730200","content_text":"In a significant shift from previous sentiment, CNBC host Jim Cramer has declared that his past doubts regarding AI infrastructure providers IREN Ltd. (NASDAQ:IREN) and Nebius Group NV (NASDAQ:NBIS) are now irrelevant, citing the “demand” in the booming artificial intelligence sector.\nCheck out IREN and NBIS stock prices. \nHis recent post on X suggests an overwhelming market need that eclipses earlier comparisons, including his prior favor for CoreWeave Inc. (NASDAQ:CRWV).\nCramer’s newfound conviction comes as IREN, a former Bitcoin miner turned AI data center operator, sealed a monumental multi-year, $9.7 billion GPU cloud services contract with Microsoft Corp. (NASDAQ:MSFT).\nThis deal, one of the largest in AI infrastructure, will see IREN supply Nvidia Corp. (NASDAQ:NVDA) GB300 GPUs, backed by a 20% prepayment and a $5.8 billion partnership with Dell Technologies Inc. (NYSE:DELL) for equipment.\nThe Microsoft agreement marks a critical validation for IREN’s strategic pivot.\nSee Also: IREN Skyrockets After Sealing $9.7 Billion AI Cloud Deal With Microsoft\nPreviously, in October 2025, market strategist Shay Boloor of Futurum Equities had already identified IREN and Nebius as top “AI Utility” picks, emphasizing the “industrial” nature of the next wave of AI trade.\nBoloor highlighted IREN’s access to “the cheapest renewable power in the world” at just three and a half cents per kilowatt-hour, and its deep integration with NVIDIA’s H100 class GPUs and liquid cooling designs.\nNebius Group NV has also been recognized for its crucial role in the AI infrastructure landscape, securing significant deals, including a reported $17 billion with Azure, and lauded for operating “some of the most efficient cooling systems in the world.”\nThe staggering demand for AI power and cooling solutions underpins Cramer’s reversal. Industry projections, as highlighted by Boloor, anticipate global data center AI power demand to quadruple within the next decade, reaching an astonishing 1,500 terawatt-hours by 2034.\nThis insatiable thirst for power has been “locked in through multi-year contracts from all these hyperscalers – Amazon, Microsoft, and Google,” according to Boloor.\nIREN’s stock has surged 547.71% this year; meanwhile, Nebius has soared by 294.85% year-to-date.\nThe rapid evolution of companies like IREN and Nebius, fueled by unprecedented AI demand, appears to be fundamentally reshaping the investment landscape, making past comparisons and doubts truly a thing of the past.\nBenzinga’s Edge Stock Rankings indicate that IREN maintains a stronger price trend over the short, medium, and long terms, with a poor value ranking. Additional performance details are available here.\nNBIS maintained a stronger price trend over the long term but a weak trend in the short and medium terms, with a moderate growth ranking. Additional performance details, as per Benzinga’s Edge Stock Rankings, are available here.\nWhile the S&P 500, Dow Jones and Nasdaq 100 closed in a mixed manner on Monday, the futures were lower on Tuesday.\nRead Next:\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nPhoto: Shutterstock","news_type":1,"symbols_score_info":{".IXIC":0.9,"NBIS":1.5,"MNQmain":0.6,"NVDU":0.6,"NVDD":0.6,"NVD":0.6,"2NVD.UK":0.6,"NVDS.UK":0.6,"NVDS":0.6,"NVDY":0.6,"QID":0.6,"SNVD.UK":0.6,"NVDX":0.6,"NVD2.UK":0.6,"SQQQ":0.6,"3NVD.UK":0.6,"AI":0.9,"TSYW.SI":0.6,"TQQQ":0.6,"USJW.SI":0.6,"DELL":1,"NVIW.SI":0.6,"NQmain":0.6,"IREN":1.5,"PSQ":0.6,"QLD":0.6,"USAW.SI":0.6,"NVD3.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":128,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":23,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}