π Inverse Cramer Oct 4

FRIDAY OCT 4

That stock is too hot for me. I would prefer to be in RTX. I think itβs a better buy. I understand itβs a momentum stock, people are going to play it, but itβs too expensive for me.
-On FTAI Aviation ($FTAI)
Too me itβs too hot. I have to be mindful of stocks that are just up straight. I get worried about them.
-On AST SpaceMobile ($ASTS)
Shopify is at great level to buy. The stock should be purchase here.
-On Shopify ($SHOP)
Right now this restaurant group is very weird, Iβm worried about First Watch as being a competitive outfit. The multiple is way too high. Iβm gonna say no to that one.
-On First Watch Restaurant ($FWRG)
I think Figs is not expensive, and a very good spec.
-On Figs ($FIGS)
That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.
See you tomorrow,
-IC