Jim Cramer and Jeff Marks held the CNBC Investing Club’s November Monthly Meeting on Thursday. Let’s start with something simple. I cannot recall a time this year when it feels this good to be diversified among a whole host of great growth stocks, because growth of all kinds always works. Until now, it’s been terrific for all of 2025 to own nothing but data center and AI and nuclear and quantum stocks — whether they make money or not. But that’s become way too risky. It just took much longer than expected for that risk to surface. Am I hitting the sell, sell, sell button on my “Mad Money” board for the whole sector? No. There will be a lot of money made in the real companies that know how to spend and build and generate earnings. I’m talking about Club names Amazon , Meta Platforms , Microsoft , Broadcom , and, of course, Nvidia . But now, it’s too late to press bets unless we have a giant move down. The data center, accelerated computing, AI, are all important. But beginning next week, we will be back in the Federal Reserve guessing game mode. Based on all of the myriad companies I speak to, there actually is no need to guess at all — the economy is weak and getting weaker. While there is a temporary reprieve from daily confirming data, and a nice boost in confidence now that the longest government shutdown in history has ended, we aren’t growing the way we were. Interest rates are too high. Times are too troubling because of endless, needless turmoil. But there’s good news here. We are seeing some very encouraging signs when it comes to inflation. Used car values are plummeting. Rents have peaked and are going down, albeit slower than we would like. Energy is breaking down. Apparel is going lower. Food is still troubling. It’s steak that’s way out of whack. The cattle herd, the smallest since 1951, caused prices to skyrocket. Cattle raisers, though, will breed more now that the price is so high and demand destruction will happen at the same time. Chicken is tame and going lower. So I see longer rates going lower because I think inflation is peaking below 3%. The Fed will look at the same data that I see and conclude that it can’t afford to wait to see if inflation is going to go much lower. It will give us a quarter-point cut, which will help stocks. Remember, it’s the direction that matters, and the direction is a good one. I also believe that there can be one Republican in Washington who may very well be willing to stand up to President Donald Trump — that Republican is Supreme Court Chief Justice John Roberts. I don’t want to see a constitutional crisis, but if the Supreme Court rules against the tariffs — and I think it will — this market may go through the roof, taking everything with it, including the Mag 7, regardless of the data center buildout. The Treasury has made some money from the tariffs. There’s been a lot of reshoring, but we don’t have enough people to fill the factories, let alone build them. So what are we doing right now? I want to start with the stock that I want to be very big in, much bigger than now and that’s Boeing . Finally, it is going back to be a normal manufacturer, and soon it will begin to spew cash. Finally, it has a decent CEO in Kelly Ortberg. It’s my favorite company stock in the portfolio, and if you heard Larry Culp, CEO of GE Aerospace, on “Mad Money” last week, you know that Boeing is a national treasure. That’s why I think it should be bought right here, right now. The cash flow will mount, debt will be paid down, and the orders will flow through at last. So, what are some other stocks to buy in this market? Watch our November Monthly Meeting , exclusively for Club members, to find out. (See here for a full list of the stocks at Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
