I like Dominion. It’s fine. For a while, I was worried about the balance sheet. I think we’re ok with Dominion.
-On Dominion Energy ($D)
No, not a fan. Yield too low.
-On Iron Mountain ($IRM)
The Chinese could really hurt us with these magnets, everything from autos to data centers. This could get serious!!
— Jim Cramer (@jimcramer) June 5, 2025
There may not be enough money from meme people to keep chasing coreweave without dumping some palantir. I think that's what happened today.
— Jim Cramer (@jimcramer) June 4, 2025
That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.
See you tomorrow,
-IC
MONDAY MAY 19 Zoom’s last quarter is pretty good. They do have some good apps. I think they’re doing a lot right, but it’s taking them a very long time. -On Zoom Communications ($ZM) IBRX is not a good stock. They’re losing money forever. I’m not in their camp. -On Immunity Bio ($IBRX) They’re now…
That is incredibly incredibly good. This is a company that makes two-way radios, barcodes, a lot of government infrastructure, and just coins money. -On Motorola Solutions ($MSI)
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FRIDAY JUNE 28 Another company that does processes and packaging for electricity and distribution. All of these companies are on fire. This is a good one. -On Powell Industries ($POWL) It didn’t have a great quarter. We’d rather own TradeDesk, I like that. -On DoubleVerify ($DV) This is a really interesting situation. Let’s say I…
WEDNESDAY JUL 9 One of the reasons why I don’t recommend these companies is because they lose so much money. That one is very speculative. It has lost a huge amount of money, so it’s very hard for me to get a handle on it. -On Insmed ($INSM) I don’t think that there’s anything investible…