🙃 Inverse Cramer Weekly Update – Nov 3
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MONDAY OCT 27
This thing’s hot as a pisto, and it does have a lot of great customers. I would normally not bless it, but it does have the contracts, it really does.
-On Applied Digital Corp ($APLD)
I think you’re buying inexpensive consulting company right there. Very good IT work. I would buy some and then wait to see what the quarter is.
-On Kyndryl Holdings ($KD)
I want you to sell that stock and I want you to buy the stock of Dell. Right here, tomorrow morning. Buy DELL sell SMCI.
-On Super Micro Computer ($SMCI)
If you want Bitcoin, you buy Bitcoin. I want you to sell Terawulf.
-On Terawulf ($WULF)
TUESDAY OCT 28
Right now the drug stocks are just in a world of hurt, and this one continues to be there. You can own it, they’ve got to figure out something. That yield will protect you for a while though.
-On Pfizer ($PFE)
Can it come back? (Buy, Buy, Buy)
-On Sempra ($SRE)
I still can’t believe it’s around. How much money can you lose over a certain period of time and still be allowed to be called a stock?
-On Plug Power ($PLUG)
That last quarter was good. I think that stock can go higher. I think you’re ok in Dow, I would hold on to that.
-On Dow ($DOW)
WEDNESDAY OCT 29
I like Energy Transfer very much.
-On Energy Transfer ($ET)
Toast is doing very well. I would be a buyer of Toast, but only after they report on November 4th.
-On Toast ($TOST)
It’s losing money hand over fist. I would take off a little, let the rest run.
-On Datavault AI ($DVLT)
THURSDAY OCT 30
It’s a good company. It did have a nice pullback, which I like to see. I think you’re fine it it.
-On Centrus Energy ($LEU)
You have to stay away for now. They’re losing a fortune.
-On USA Rare Earth ($USAR)
You just own McDonalds. I like the stock and the burger.
-Arcos Dorados ($ARCO)
(Buy, Buy, Buy)
-On Ollie’s Bargain Outlet Holdings ($OLLI)
FRIDAY OCT 31
That’s a pure spec. It’s got to make money before I can get seriously behind it.
-On SoundHound AI ($SOUN)
This company is a tremendous company. I’d like to have it cool off a little bit, but wow.
-On Nextracker ($NXT)
Let’s stay away from that.
-On AT&T ($T)
I think it is a good spec, but it loses so much money, you got to be aware that who knows where it can ultimately end up.
-On RocketLab ($RKLB)
CRAMER CLASSICS
WEEKLY BONUS
That’s a wrap. As always, we’ll be following Cramer’s every move, so you can do the opposite.
See you tomorrow,
-IC