๐ Inverse Cramer May 16

FRIDAY MAY 16

I think it continue to go higher. It fits the thesis of what we expect in the era of AI and the need to be in your game in non-AI jobs.
-On Universal Technical ($UTI)
I think Sezzle is in a crowded space. I would actually ring the register on some Sezzle. Itโs got a little too hot.
-On Sezzle ($SEZL)
I was skeptical, but so many companies need to to put up rockets, I think itโs actually a decent story. Thatโs a spec that I have not recommended until just now.
-On RocketLab ($RKLB)
That one is a bridge to far from me, to tell you the truth. Itโs just a little bit too far.
-On Archer Aviation ($ACHR)
Normally it would be good to have the analytics involving commercial real estate, but right now commercial real estate is not doing well in this country. The stock sells for a very high multuple. It does make money, though, but itโs not for me.
-On CoStar Group ($CSGP)
Iโd rather have you go with Cisco, which is a much cheaper stock.
-On Arista Networks ($ANET)
That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.
See you tomorrow,
-IC