Axe's Take: Trump's Tesla Tantrum, Amazon's Rocket Race, and Salad Chain Struggles

Bezos in Space Musk in the Doghouse?

Alright listen up. Cramer's blathering about his top ten but I'm here to tell you what *really* matters. Jassy's talking AI and rockets with Amazon's Kuiper. Good for him. Means there's still some frontier left to conquer even if it's just low Earth orbit. But Musk? Trump's got his claws out whining about subsidies. 'Elon may get more subsidy than any human being in history,' the orange one tweets. Cry me a river. This is exactly why you don't get in bed with politicians; they always want a piece. Musk says he'll 'refrain' from escalating. Smart move. Let the dogs bark Elon while you build your empire. Remember 'What's the point of having fuck you money if you can't say fuck you?' But sometimes biting your tongue is the sharper play.

The Second Half: Cut the Noise Find the Gems

Cramer's mantra? 'Don't get caught up in the noise around rate cuts.' Sounds like something Wags would scribble on a napkin after too much scotch. But he's got a point. Ignore the Fed's blather. Find the companies that are *actually* growing the ones that are building something real. The rest is just theater.

Goldman's Conviction: Duke and Denim?

Duke Energy on Goldman's conviction list? Fine. Utilities are boring but they pay the bills. Now Kontoor Brands the guys behind Wrangler and Lee – and Helly Hansen? I like that. Helly Hansen is sitting on untapped potential. It's like finding a rare bottle of scotch in your grandpa's basement – needs a little dusting off but the flavor's there. Goldman's onto something for once.

Home Depot Gobbles Up GMS: Did They Overpay?

Truist is hot for QXO Brad Jacobs' play in building products. They were sniffing around GMS before Home Depot swooped in and snatched it up. I had reservations about that deal says Cramer. Join the club. Home Depot might have overpaid. Sometimes the biggest deals are the ones you *don't* make. 'You know what separates us from them? We make the right calls.' Let's see if Home Depot did.

Salad Days are Over?

Sweetgreen downgraded? No surprise there. Selling overpriced lettuce isn't exactly a bulletproof business model. Wells Fargo still giving them a 'buy'? Someone's still got hope. I'm betting they short it soon. 'Money won is twice as sweet as money earned' and shorting Sweetgreen seems like a gimme to me honestly.

Cybersecurity and Oracle's Orca Sized Deal

Zscaler getting a price target bump? Yawn. CrowdStrike and Palo Alto Networks are the real players in cybersecurity. The rest are just window dressing. As for Oracle supposedly some mega deal could be in the works. Cramer's slobbering over it. Citi says it's priced in. Maybe. But remember 'Risk is the fuel that drives me'. I'll be watching this one closely. Someone's gonna make a killing one way or another.