šŸ™ƒ Inverse Cramer Weekly Update – Jun 29

ByRoman

MONDAY JUN 23

There will be a time where I said donā€™t touch it, but you know what, nuclear is coming back. Iā€™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 Huffmanā€™s the real deal. Theyā€™re advertising, and you can reach people there and its best advertising break there is. Itā€™s so much cheaper than any social medias.

-On Reddit ($RDDT)

I think itā€™s a competitive space. Iā€™m not sure I want to be in it, especially because the stockā€™s up a great deal.

-On Blacksky Technology ($BKSY)

TUESDAY JUN 24

Donā€™t be interested in it. I donā€™t like the theme parks other than Disney.

-On Six Flags Entertainment ($FUN)

Iā€™ve always liked MP. It just very recent that people realize it has potential. It keeps on losing money, thatā€™s unacceptable. But you can own the stock.

-On MP Materials ($MP)

Iā€™m not going to fight anyone who wants to own a nuclear stock. Iā€™m going to bless it even though itā€™s up very, very big.

-On BWX Technologies ($BWXT)

I am, again, going to bless it. Itā€™s the kind of company you need to deal with right now. Theyā€™ll understand all the tariff problems, and theyā€™ll help you.

-On Jabil ($JBL)

Iā€™m going with them. Why? because they can be up 20%, thatā€™s what Iā€™m looking for these days.

-On Archer Aviation ($ACHR)

WEDNESDAY JUN 25

High performance computing is on fire. That company doesnā€™t make any money, but I think itā€™s a very good spec.

-On Applied Digital ($APLD)

The stock is straight up. What we have to do is tomorrow weā€™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. Iā€™m going to go with the flow and tell you itā€™s time to sell.

-On DocuSign ($DOCU)

Iā€™m worried. Thereā€™s a lot of company thatā€™s coming for Workday, and I donā€™t like that. I think weā€™re going to see whatā€™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 itā€™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 Iā€™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. Heā€™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 stockā€™s down 57%, and theyā€™re not making money. If you donā€™t make money, people are not going to be attracted to your stock.

-On Sweetgreen ($SG)

You own it. Itā€™s unbelievable how good that is. That is just one smoking hot stock. I woudnā€™t walk away from that.

-On Monster Beverage ($MNST)

I want to own more Okta.

-On Okta ($OKTA)

Iā€™ve been saying that you must own McDonaldā€™s. The stock is never been down for longer than a couple of months. Itā€™s the time to buy McDonaldā€™s.

-On McDonaldā€™s ($MCD)

WEEKEND BONUS

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

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