๐Ÿ™ƒ Inverse Cramer Oct 6


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MONDAY OCT 6

I think thatโ€™s a very challenge group right now. I donโ€™t think you want to be there, Iโ€™d rather just be in a traditional bank.

-On Remitly Global ($RELY)

That is not a proven model. I do not like it, I am sorry.

-On Upbound Group ($UPD)

We did a piece last week on rare earth companies, and we said that theyโ€™re all speculative, but we recognize that the president, at any given moment, could take a stake. I am going to say that this fits that pattern. You could play that.

-On USA Rare Earth ($USAR)

(13) The Kobeissi Letter on X: “BREAKING: AMD stock, $AMD, soars over +25% on news that OpenAI is taking up to a 10% stake in the company. OpenAI will deploy up to 6 gigawatts of AMD Instinct GPUs, beginning with a 1-gigawatt rollout in 2026. This is a MASSIVE deal. https://t.co/2bI1v2ABMT” / X

(13) Inverse Cramer on X: “Let me get this straight >nvidia invests $100b in openai >openai is nvidiaโ€™s largest customer >openai owns 10% of amd >openai is amdโ€™s largest customer >govt owns 10% of intel https://t.co/znCKptIusI” / X


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

See you tomorrow,
-IC

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