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TUESDAY MAY 26

This thing is such a hot stock. Look, if you’re willing to speculate, I’m willing to bless it. The reason why I’m not against this is it actually makes money. The reason why I’m not for it is because I feel like we’re late.

-On Boost Run ($BRUN)

I think DoorDash is a buy. There’s a real group of stocks now – Uber, DoorDash, Reddit… they are going down. People want to own hardware, they don’t want to own those others, they don’t want to own Zscaler, they don’t want to own semi conductors. They just want semis, only semis, and that’s what’s hurting DoorDash.

-On Door Dash ($DASH)

This stock is in freefall. That makes no sense to me. I think it does a lot of good security stuff, but that’s what happens. It doesn’t have any sponsorship. I say, buy.

-On Leidos Holdings ($LDOS)

I look at Flex and I think these guys are so good. This is a perfect example of what could still go up another 50%… without a problem. I’m not going to fight you on it. I say buy.

-On Flex ($FLEX)

I like Toll because they have so many cash buyers. They have more than 20% cash buyers, and they don’t need a mortgage… Many of these people don’t need a mortgage, which is really incredible. That’s why I think that stock is the one to buy if you’re going to buy a home builder.

-On Pultegroup ($PHM)

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That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.

See you tomorrow,
-IC