Jim Cramer's Take on Disney Controversy and the AI Investment Opportunity
Recently, Jim Cramer discussed The Walt Disney Company (NYSE:DIS) and a controversy involving Jimmy Kimmel. While Cramer owns Disney stock for his charitable trust, he also highlights a significant investment opportunity in AI, specifically mentioning a cheap AI stock benefitting from Trump tariffs and onshoring.
Cramer's Commentary on Disney
Cramer commented on the recent controversy surrounding The Walt Disney Company (DIS) suspending Jimmy Kimmel. He addressed the potential impact on the company's share price and business. Despite the controversy, he indicated his charitable trust owns DIS stock. He also added that Disney stands to benefit from its NFL deal.
“Stock going down, I know that’s a limited way to look at it. [On how Kimmel’s impact on Disney was non-minimal from an economic point of view] That’s why I’m saying, what can I offer? The stock, we own it for the charitable trust [inaudible] one ten, you gotta buy it, cause it’s not as important.”
Cramer's frequent discussions of Disney on his morning show highlight the company's ongoing relevance in the market. However, the provided information also indicates a focus on alternative investment opportunities.
The Undeniable AI Investment Boom
The article emphasizes that artificial intelligence presents an unparalleled investment opportunity. The surging demand for AI is creating a hidden crisis: energy consumption. Power grids are being strained, and electricity prices are climbing as data centers consume vast amounts of energy.
The Energy Behind the AI Revolution
Sam Altman of OpenAI and Elon Musk have both warned about the energy challenges facing the AI industry. Altman stated that "the future of AI depends on an energy breakthrough," while Musk suggested that "AI will run out of electricity by next year." This increasing power demand highlights a unique opportunity for companies involved in providing energy infrastructure.
A Hidden Gem in the AI Energy Sector
One little-known company is positioned to capitalize on the AI energy boom. This is not a chipmaker or a cloud platform, but a company with critical nuclear energy infrastructure assets. As demand from AI data centers explodes, this company is poised to profit from the growing need for electricity. This company is also involved in U.S. LNG exportation, set to benefit from President Trump’s renewed “America First” energy doctrine. This company also benefits from Trump tariffs and onshoring, rebuilding and reengineering facilities.
Wall Street Takes Notice of this Debt-Free AI Play
This company is debt-free and sitting on a large cash reserve. It also owns equity in another AI company, offering indirect exposure to AI growth. Some hedge funds are quietly recommending it because, excluding cash and investments, it trades at less than 7 times earnings.
Disruption and the Future of AI Investments
AI is presented as the ultimate disruptor, transforming traditional industries. Investing in AI ensures you're backing the future and the brightest minds. The talent pool is overflowing, guaranteeing a constant stream of groundbreaking ideas. This company is tapping into: the AI infrastructure supercycle, Trump-era tariffs, a surge in U.S. LNG exports and a footprint in nuclear energy.
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