Jim Cramer reveals which stocks he’s buying, which ones he’s trimming, and why he thinks this rally is running on fumes — and what to do with your money right now.
00:00:00 – Introduction
00:00:21 – Why commodities now
00:01:18 – Market signal from bonds
00:01:31 – Buy breakout or wait
00:02:00 – Healthcare stock ideas
00:02:23 – Trim or hold positions
00:02:37 – Sectors to trim (oil/gold)
00:03:42 – Where to rotate next
00:03:51 – Data center theme
00:05:39 – Value in tech names
00:06:23 – Mag 7 leadership breakdown
00:09:09 – Software pick
00:09:47 – Market rotation strategy
00:10:23 – Audience Q&A
00:12:47 – Rapid fire: This or That
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