$CB Chubb Tape Reports
Per Ticker.id: $CB Chubb Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-07-24 00:01 UTC.
What happens if the hyperscalers get their act together and offer a code of conduct instead of being out there all by themselves cutting deals that are now regretted. Stranger things have happened than a code of conduct. It must happen if this issue is going to be tempered and not raucous in its disapproval. I can't believe they haven't figured that out. That's why you have to look at certain companies that were thriving because of data centers, companies like the biggest turbine company that turns natural gas into power, that's Chevron. Now, we own it for the Chubb Trust, and I now feel that the market won't pay up for its order book. Because maybe it's gotten soft. I don't want to get rid of it, but I don't want to take a beating either. That's how I feel about a bunch of these companies. I fear after I get rid of them that the elections will occur and some of the governors who are pro-data center steal the show. It is very disconcerting at this moment. Of course, to walk away from this theme is to walk away from stories like Micron, where we were last week. When you see 8,000 workers crawling all over a construction site working 6 days a week, get the memory chips out in the first quarter of 2027, it's hard to believe the political pushback can truly put up a stop. This kind of buildout, even as this was a fab, not a data center. If anything, Micron can't possibly meet the demand now or in the future. You know, that's, by the way, regardless of what happens before the election. But here's the real issue, as I painstakingly explain in How to Make Money in Any Market. It's not the E, the earnings, that's in play. It's the M, the multiple, meaning what people will pay for those earnings. PE. Now, Micron already has a cheap multiple because people don't— buyers don't want to pay up for something that's historically been a textbook boom and bust play. I've been saying that this time is different. The shortage is so severe that Micron now has more than 16 long-term supply agreements that will support earnings for years to come. The contracts take or pay, meaning the counterparty must pay no matter what. Ironclad.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/24/26 · 2026-08-24