Even with NVIDIA's forward PER at 12x… Cramer: 'It's difficult to value AI stocks'
Original headline엔비디아 선행 PER 12배에도…크레이머 ‘AI주 평가 어렵다’
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Jim Cramer said on CNBC's "Mad Money" that uncertainty over the pace of data center construction has made it difficult to value AI-linked stocks, calling it a "very precarious moment" and admitting he doesn't know how much to pay for data center-related equities. The AI selloff extended into a second day, spreading from chipmakers to suppliers of data center power and electrical equipment, with the iShares Semiconductor ETF (SOXX) falling 3% on the 4th and another 10% on the 5th. GE Vernova ($GEV) dropped 7% and SanDisk ($SNDK) fell 22% the same day. Investors are weighing regulatory hurdles and community opposition that could slow new data center builds, clouding the long-term growth outlook for AI names.
Muhabbit's AI wrote this summary in its own words from TokenPost's report and translated it from Korean. It can get details wrong, so check the source.
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Jim Cramer, NVIDIA (NVDA), CNBC, iShares Semiconductor ETF (SOXX), GE Vernova (GEV), SanDisk (SNDK)
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