🙃 Inverse Cramer Weekly Update – May 4
MONDAY APR 28
This stock is trying to bottom. I think if you want to put a small position on LULU, you can do it now.
-On Lululemon ($LULU)
Take-Two is going up and has been going up endlessly because Grand Theft Auto new edition comes out this year. Why are we constantly focused on Mag Seven when you have a Take-Two Interactive that I think is going much higher (Buy, Buy, Buy).
-On Take-Two Interactive ($TTWO)
They told an amazing cybersecurity story (Buy, Buy, Buy).
-On Rubrik ($RBRK)
I think it’s okay. I can’t think of a catalyst to make it go higher.
-On Micron Technology ($MU)
TUESDAY APR 29
It’s really well-run, so don’t take this the wrong way, but the airlines are wrong to own right here because people think we’re going into a travel recession. I think it can still go lower.
-On Alaska Air Group ($ALK)
They did not make the quarter. I was a little bummed out. Let’s wait ’til it goes lower.
-On Kimberly-Clark ($KMB)
I think for the long term, it’s terrific. We had to take some profits the other day, because it just got too big.
-On CrowdStrike ($CRWD)
You’re ok, not great, not bad.
-On Nextracker ($NXT)
WEDNESDAY APR 30
I am going to say today at $400, I would indeed start a position. That’s a big change for me.
-On UnitedHealth ($UNH)
I’m sick of Super Micro. If you want to be in that space, let’s just go buy Dell.
-On Super Micro Computer ($SMCI)
THURSDAY MAY 1
I’d been wrong but I think it should be bought (Buy, Buy, Buy). It’s a good long-term position.
-On BlackRock ($BLK)
Bad couple of quarters. I can’t be there.
-On Sunrun ($RUN)
I actually like it. It’s one of the fintech stocks moving to be very solid. They’re doing very well.
-On Exlservice (EXLS)
The stock is right at the crosshair of the tariffs. They’re going to be hurt more than anyone else. I want to buy the stock right here.
-On Union Pacific ($UNP)
FRIDAY MAY 2
I would buy the stock of Marvell, and I’d buy it on Monday.
-On Marvell Technology ($MRVL)
We have so many of these digital infrastructure plays. If you’re going to go there, just go buy Salesforce.
-On Applied Digital ($APLD)
CRAMER CLASSICS
WEEKEND 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