Updated
Updated · CNBC · Aug 17
Cramer Flags 2 of 5 Viewer Stocks as Speculative Bets
Updated
Updated · CNBC · Aug 17

Cramer Flags 2 of 5 Viewer Stocks as Speculative Bets

2 articles · Updated · CNBC · Aug 17

Summary

  • Five viewer-requested stocks got fresh reviews from Jim Cramer, who said only Establishment Labs and NVE qualify as speculative opportunities and urged investors to avoid the other three.
  • NVE stood out because it is profitable, tied to spintronics and robotics, and not obviously expensive despite a 105% share surge this year; Establishment Labs remained a higher-risk call because it is still unprofitable eight years after its IPO.
  • ExlService and MakeMyTrip were rejected mainly on valuation and AI-disruption concerns: ExlService has rallied nearly 40% from late-June lows, while MakeMyTrip trades at about 83 times forward earnings versus roughly 14 for Expedia and 18 for Booking.
  • Ubiquiti also failed to win support after weaker-than-expected May results and ongoing headline risk tied to past U.S. sanctions violations, with Cramer pointing investors instead to lower-drama networking names such as Cisco.

Insights

Could EXLService's recent AI acquisitions prove Jim Cramer's automation warnings completely wrong for investors?
Are supposedly speculative stocks like NVE Corp actually hidden AI data center goldmines mainstream analysts missed?
Will MakeMyTrip's secret billion-dollar listing justify its massive premium over safer bets like Expedia?