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SmartInvesting

  • Marvell Is a Real AI Bet — Bausch Is a Rehab Project. Stop Pretending They’re the Same.

    Marvell Is a Real AI Bet — Bausch Is a Rehab Project. Stop Pretending They’re the Same.

    Jim Cramer says buy Marvell and Bausch Health. Fine. But don’t lump them together — these are two very different bets. On CNBC’s recent Lightning Round, Cramer gave the green light to both Marvell Technology and Bausch Health. That makes for a nice headline. It shouldn’t make for lazy investing. Start with Marvell. This one…

  • When Cramer Says Buy, I Check the Exit

    When Cramer Says Buy, I Check the Exit

    When Jim Cramer says “buy,” the real question isn’t what he likes. It’s whether you’re late. This week he’s pounding the table on Marvell (MRVL) and Bausch Health (BHC). One is an AI infrastructure darling with hyperscaler tailwinds. The other is a battered pharma turnaround story that Wall Street still doesn’t fully trust. Two very…

  • Uber Grew Up — And That’s Exactly Why I’d Buy It

    Uber Grew Up — And That’s Exactly Why I’d Buy It

    Uber just did something Wall Street once said it never would: it became a real business. Not a growth-at-all-costs experiment. Not a subsidized taxi app. A cash-generating machine. And now investors are asking the obvious question — after profitability and a wave of autonomous vehicle partnerships, is Uber finally a buy? Short answer: yes. But…

  • Stop Treating Cramer’s Picks Like a Strategy

    Stop Treating Cramer’s Picks Like a Strategy

    Jim Cramer says buy Marvell and Bausch Health this week. Fine. But the real money isn’t in parroting TV picks — it’s in understanding the setup. Here’s what actually matters for MRVL and BHC right now. Marvell (MRVL): This Is an AI Trade — Not a Value Play Cramer called Marvell a buy going into…