๐ Inverse Cramer Sep 30

MONDAY SEP 30

I like Home Depot but Iโd rather double down on Cracker Barrel. Julie Masino is doing a good job. Please do not sell Cracker Barrel.
-On Cracker Barrel ($CBRL)
Everybody wants to be in the space business, but I donโt. Just go with Tesla; itโs an Elon Musk game, and he owns this market. I donโt want to go against him.
-On Redwire ($RDW)
Youโve got to hold Cava. If it comes down, I want you to be able to buy more (Buy, Buy, Buy). It’โs one of the great new concepts weโve seen in this market.
-On Cava Group ($CAVA)
This stock acts poorly. The stock acts as if itโs gonna have a short pull. Until next quarter, I do not want to trust Nextracker because itโs one of the most poorly acting stocks on good and bad days. I find it incredibly disturbing.
-On Nextracker ($NXT)
Buy, buy, buy. These guys execute like you wouldnโt believe. I wish I bought that for the trust instead of Nextracker. What a stock.
-On SharkNinja ($SN)
That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.
See you tomorrow,
-IC