Jim Cramer read something Dario Amodei wrote. Cramer disagreed with it. Cramer then suggested a different approach. This passes for financial journalism in 2026.
Amodei runs Anthropic. He published something about slowing down AI spending. Cramer thinks this matters for stocks. Cramer has constructed what he calls an action plan. The action plan presumably involves buying some stocks and not buying other stocks. Revolutionary stuff. Really pushing the boundaries of market analysis here.
The beautiful part is Cramer admits he's tired of Amodei's endless proclamations. Then dedicates an entire segment to responding to one of those proclamations. That's like saying you're sick of eating garbage and then driving to the landfill for lunch.
Retail traders will now spend the week trying to decode which AI stocks Cramer wants them to pump. They'll cross-reference his action plan with whatever Cathie Wood tweeted last Tuesday. They'll build spreadsheets. They'll join Discord servers where a guy named CryptoKing8374 explains why this is actually bullish for companies that don't make AI chips. They'll convince themselves they're early to a trade that hedge funds executed nine months ago.
Amodei's manifesto might be right. It might be wrong. It might be a CEO managing expectations before a mediocre quarter. None of that matters because Cramer's response isn't analysis. It's content. It's filling airtime between pharmaceutical ads. It's giving day traders something to screenshot and post with the caption "Thoughts?"
The spending curb either proceeds or it doesn't. Your opinion about Cramer's opinion about Amodei's opinion changes nothing. But sure, let's call it an action plan. That makes it sound like strategy instead of what it actually is: a bald man yelling about a tech CEO while you eat breakfast and pretend you're learning something.
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