Part 8/10:
Connecting the Dots: Geopolitics, Tech, and Valuations
Addressing a viewer's question about Visa (V) and the threat from stablecoins and blockchain, Cramer sees this as an "opportunity." He explains that these emerging technologies create more competitive pricing and market efficiencies, often providing buying opportunities on the stock when they are overly discounted.
In a separate discussion, Cramer addresses Adobe’s (ADBE) recent weakness despite a strong quarter, attributing it to price increases rather than organic growth—highlighting his preference for companies growing through deals and expanding their customer base rather than just raising prices.