šŸ™ƒ Inverse Cramer Weekly Update – May 31

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MONDAY MAY

Jimā€™s out of office

TUESDAY MAY 26

This thing is such a hot stock. Look, if youā€™re willing to speculate, Iā€™m willing to bless it. The reason why Iā€™m not against this is it actually makes money. The reason why Iā€™m not for it is because I feel like weā€™re late.

-On Boost Run ($BRUN)

I think DoorDash is a buy. Thereā€™s a real group of stocks now – Uber, DoorDash, Redditā€¦ they are going down. People want to own hardware, they donā€™t want to own those others, they donā€™t want to own Zscaler, they donā€™t want to own semi conductors. They just want semis, only semis, and thatā€™s whatā€™s hurting DoorDash.

-On Door Dash ($DASH)

This stock is in freefall. That makes no sense to me. I think it does a lot of good security stuff, but thatā€™s what happens. It doesnā€™t have any sponsorship. I say, buy.

-On Leidos Holdings ($LDOS)

I look at Flex and I think these guys are so good. This is a perfect example of what could still go up another 50%ā€¦ without a problem. Iā€™m not going to fight you on it. I say buy.

-On Flex ($FLEX)

I like Toll because they have so many cash buyers. They have more than 20% cash buyers, and they donā€™t need a mortgage… Many of these people donā€™t need a mortgage, which is really incredible. Thatā€™s why I think that stock is the one to buy if youā€™re going to buy a home builder.

-On Pultegroup ($PHM)

WEDNESDAY MAY 27

Thatā€™s the kind of software thatā€™s being disrupted by the artificial intelligence world.

-On Bentley Systems ($BSY)

Pool needs more housing turnover and we canā€™t get that from Home Depot.

-On Pool Corporation ($POOL)

I like that idea. You have a nice dividend. I think itā€™s going to go higher, thatā€™s a terrific situation and you got that horsesense.

-On Realty Income ($O)

THURSDAY MAY 28

Joby is a terrific spec, I have to tell you. I also like some of the drone companies you see at the top of the show. I think those maybe even better spec, because of the president predilection for investing in drone companies.

-On Joby Aviation ($JOBY)

You buy QXO here. Weā€™ve got a new fed chief and I think interest rates have peaked.

-On QXO ($QXO)

It looks interesting. I think itā€™s actually valuable property, but Iā€™ve been dead wrong with it. I thought there was some value in here and itā€™s a profitable company, what can I say.

-On MNTN ($MNTN)

This stock is up a great deal, itā€™s losing a little money. Itā€™s a great spec and even though itā€™s up, I used to say I canā€™t touch it. I canā€™t do that right now. Iā€™m going to say two thumbs up right now or whatever to SLS, itā€™s that kind of market.

-On Sellas Life Sciences ($SLS)

Itā€™s got some AI so people are going crazy for it, and itā€™s got the 6G AI. Iā€™m not close enough but I know that people who are very smart are telling me to buy it, thatā€™s not a good way to recommend things, but thatā€™s what I hear. So Iā€™m giving you what I hear.

-On Nokia ($NOK)

Iā€™m a huge believer in Crypto but I like the actual, I donā€™t want the double down, and I can only recommend Bitcoin. I own Bitcoin and I think it is a good buy right here for the long term.

-On Strategy ($MSTR)

GE Aerospace is Larry Culp and heā€™s done a remarkable job. I want you to buy the stock of GE Aerospace.

-On GE Aerospace ($GE)

FRIDAY MAY 29

The quarter was not good, so youā€™re in pure spec mode there. The revenues were okay, but the earnings were not there, so take it with a grain of salt that itā€™s moved up, because it was not a great quarter.

-On Clover Health Investments ($CLOV)

Itā€™s packaging, but the right kind of packaging is semiconductor packaging. I do prefer Cadence though, and I like the burgeoning packaging division of Intel under Lip Bhutan, who used to run Cadence.

-On Amkor Technology ($AMKR)

My problem is this, thatā€™s been a mortgage company. When I see these mortgage finance companies, I never know what they really own, so I never feel like I can give any good guidance. Thatā€™s why I do not recommend them, even though they have very big yields. Not for me.

-On Ellington Finance ($EFC)

Total spec because it loses money hand over fist. I canā€™t recommend it, but if you want to speculate with it, thatā€™s fine.

-On BigBearAI ($BBAI)

WEEKLY BONUS

CRAMER CLASSICS

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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