🙃 Inverse Cramer Weekly Update – Jun 29

MONDAY JUN 23

There will be a time where I said don’t touch it, but you know what, nuclear is coming back. I’m not going to keep anybody out of Oklo. It is just too likely that they actually do ok.
-On OKLO ($OKLO)
Roblox goes higher. David Baszuki turns out to be the real deal (Buy, Buy, Buy).
-On Roblox ($RBLX)
I like Reddit. I think Huffman’s the real deal. They’re advertising, and you can reach people there and its best advertising break there is. It’s so much cheaper than any social medias.
-On Reddit ($RDDT)
I think it’s a competitive space. I’m not sure I want to be in it, especially because the stock’s up a great deal.
-On Blacksky Technology ($BKSY)
TUESDAY JUN 24

Don’t be interested in it. I don’t like the theme parks other than Disney.
-On Six Flags Entertainment ($FUN)
I’ve always liked MP. It just very recent that people realize it has potential. It keeps on losing money, that’s unacceptable. But you can own the stock.
-On MP Materials ($MP)
I’m not going to fight anyone who wants to own a nuclear stock. I’m going to bless it even though it’s up very, very big.
-On BWX Technologies ($BWXT)
I am, again, going to bless it. It’s the kind of company you need to deal with right now. They’ll understand all the tariff problems, and they’ll help you.
-On Jabil ($JBL)
I’m going with them. Why? because they can be up 20%, that’s what I’m looking for these days.
-On Archer Aviation ($ACHR)
WEDNESDAY JUN 25

High performance computing is on fire. That company doesn’t make any money, but I think it’s a very good spec.
-On Applied Digital ($APLD)
The stock is straight up. What we have to do is tomorrow we’ve got to ring the register a little bit. You just hit it out of the park.
-On AST SpaceMobile ($ASTS)
I thought the last quarter was good. Nobody liked it. I’m going to go with the flow and tell you it’s time to sell.
-On DocuSign ($DOCU)
I’m worried. There’s a lot of company that’s coming for Workday, and I don’t like that. I think we’re going to see what’s happening with Salesforce right now.
-On Workday ($WDAY)
This stock has been such a disappointment for me.
-On Danaher ($DHR)
THURSDAY JUN 26

I think you want to own that stock. I like it very, very much. I just think that it’s one of the few in that group that I actually want to own.
-On Marathon Petroleum ($MPC)
I have seen these speculative stocks go up and up, and I’m not going to make you sell Aurora Innovation when a headline would cause that stock to double.
-On Aurora Innovation ($AUR)
I am going with Brad Jacobs. He’s a Houdini. I want to be in his billionaire tree.
-On QXO ($QXO)
I like Toast to because I was on the restaurant business. You got a good one there.
-On Toast ($TOST)
FRIDAY JUN 27

Oh geez. Nebius we are not going to trust.
-On Nebius Group ($NBIS)
The stock’s down 57%, and they’re not making money. If you don’t make money, people are not going to be attracted to your stock.
-On Sweetgreen ($SG)
You own it. It’s unbelievable how good that is. That is just one smoking hot stock. I woudn’t walk away from that.
-On Monster Beverage ($MNST)
I want to own more Okta.
-On Okta ($OKTA)
I’ve been saying that you must own McDonald’s. The stock is never been down for longer than a couple of months. It’s the time to buy McDonald’s.
-On McDonald’s ($MCD)
WEEKEND BONUS
She's also setting pretty on her $VST buy too
— Nancy Pelosi Stock Tracker ♟ (@PelosiTracker_) June 27, 2025
Bought ~$1M of calls on 1/13/25
Stock is +22% since
For those who got in & are Autopiloting her trades, 🤝 https://t.co/fNheQxoh1J pic.twitter.com/m6j2JfGA6Q
CRAMER CLASSIC
That’s a wrap. As always, we’ll be following Cramer’s every move, so you can do the opposite.
See you tomorrow,
-IC