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Did you miss last night's "Mad Money" on CNBC? If so, here are Jim Cramer's top takeaways for today's trading.
Talend (TLND) : Cramer again sat down with Mike Tuchen, CEO of Talend, the big data analytics firm that was privately held when Cramer last checked in, but had a successful IPO in July at $18 a share and now trades around $26.
Tuchen explained that Talend helps companies clean up and blend their varied data sources to make them usable for big data analysis. More companies are making decisions based on data, he said, and with more data being digitized, rhe need for their services is only growing.
When asked about big rivals like IBM (IBM) , Tuchen said that IBM and other players are great with traditional data, but when it comes to the new types of data being generated by the cloud and the Internet of things, that's where Talend shines.
Turning to the big data issue of the day -- How did all of the pollsters get the election so wrong? -- Tuchen explained that while the models were correct, there was one data point that was incorrect.
That point, he said, was who would turn out to vote, and that metric was off by just 2% -- but it was enough to flip swing states.
This quarter cements Nvidia's (NVDA) place in the tech pantheon, says Cramer. Read about why Cramer and Jack Mohr call Nvidia the Intel of this generation with a free trial membership to the Action Alerts PLUS investment club.
Nvidia (NDVA) : Back in the 1990s, there was only one semiconductor company that really mattered, Cramer told viewers, and that company was Intel (INTC) , which produced the chips that were inside practically every PC in the world.
But today there's a new chip maker exerting its dominance and it may be the Intel for the new generation.
That company is Nvidia, which last week delivered what Cramer proclaimed was "the best quarter of any company in 2016." Shares of Nvidia immediately responded, soaring from $67 to $87, a 30% move.
While most semiconductor companies are huge and can only muster growth by merging with other huge semiconductor companies, Nvidia is different, growing the old-fashion way, organically, with proprietary chips in only the hottest of end markets.
Nvidia still derives 66% of its sales from high-end graphics chips, taking continued advantage of secular growth in gaming. But the company is also making a big splash in the data center, with chips specifically designed for deep learning applications. That business is growing by an astounding 59%. Nvidia is not stopping there, and also has chips powering connected cars, the Internet of things and more.
When it reported last week, Nvidia delivered a 37-cent-a-share earnings beat, one that forced the shorts and the bears to simultaneously surrender. Shares of Nvidia are not cheap, trading at 37 times earnings, but with a 24% growth rate, Cramer said, the company's valuation drops to 27 times earnings in 2019.
Cramer and Jack Mohr are keeping a close eye on Walgreen's (WBA) . See what they're telling their members with a free trial membership to the Action Alerts PLUS investment club.
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