Cramer's Charitable Trust Lightens Up: Axlerod's Take on Taking Chips Off the Table

Cramer's Cashing In? Sounds Familiar...

Alright so Cramer's Charitable Trust is apparently trimming some CrowdStrike (CRWD) and Eaton (ETN). Ten shares here twenty five there. Sounds like someone's finally learning to take some 'chips off the table.' Funny I thought he was all about 'going long,' but hey even a broken clock is right twice a day. Market's up almost 2% this week due to some 'easing geopolitical tensions.' Please. As if a ceasefire changes anything. But if it gets Cramer a chance to lock in some gains who am I to complain? I'd have sold my shares long ago but I am not allowed to trade the Broadcom shares... What a joke.

CrowdStrike: Still a Darling Just a Smaller One

Apparently this CrowdStrike sale isn't a change of heart. It is still supposedly the 'best of breed cybersecurity company.' Whatever. But after a 40% rally this year even Cramer realizes it's time to dial it back a bit. They're taking profits at the highest sale price to date. Not a bad move even if it took them this long. They are happy the stock has now fully recovered. Of course they are. Though I will give credit where credit is due: they bought in October 2024 and got a 57% gain. Not bad for them.

Eaton: The Shrinking Earnings Beats

And then there's Eaton. 'Electrical products will be in high demand.' Well duh. Data centers need juice and Cramer's guys are smart enough to figure that out. But the size of earnings beats has shrunk recently. 'Become more conscious,' they say. I would phrase it that they just realized the market finally understood the play. A 48% gain on stock purchased in November 2023. Not my game but a decent return for a 'charitable trust.'

Broadcom: The One That Got Away (For Now)

Now here's the kicker. They *wanted* to sell some Broadcom (AVGO) after that spike. But they're 'restricted from trading it.' Ha! Someone's in the penalty box. The stock is up 3%. Analysts are gushing about custom AI chips. They are expecting hyperscaler AI server capex allocation to increase to 14% in the fiscal year 2027 from 2% in fiscal year 2023. The fools. I wish I could get in on that action. They can not be too greedy? Well I am never full so I do not have that problem.

Greed is Good (Sometimes)

Look I get it. Even Cramer needs to show some prudence. But let's be clear: this isn't about charity. It's about the game. It's about recognizing when the odds are shifting and adjusting accordingly. 'What's the point of having fuck you money if you can't say fuck you?' Cramer is just saying it a little quieter these days.

Final Thoughts: A Lesson in Modesty (Sort Of)

So Cramer's Charitable Trust is hedging its bets. Selling high locking in gains. Smart? Maybe. Exciting? Not really. But hey at least they're not blowing it all on a vanity project. Yet. Remember kiddies it is not about the money it is about the game. And sometimes the game is about not losing. But remember no outcome or profit is guaranteed... especially if you are following Cramer.