🙃 Inverse Cramer Weekly Update – Nov 10
MONDAY NOV 4
DSP platform has been a very competitive business overtime. The stock is way too high and I think you should take something off the table.
-On CEVA ($CEVA)
I love space stuff that’s why I’m recommending Tesla. People think that Tesla is just a car company, if there’s gonna be in space-it’s gonna be done by Elon Musk and you’ll benefit owning Tesla.
-On Intuitive Machines ($LUNR)
I did not like the warranty number once again. I did not like how much they are losing in EVs.
-On Ford ($F)
In the end they are in the oil service business and oil is not a growth commodity. I’m gonna say you can’t own the stock as much as I really like them.
-On SLB ($SLB)
TUESDAY NOV 5
I like Broadcom.
-On Broadcom ($AVGO)
It’s a very complicated story and they are losing a lot of money. I’m giving you Broadcom…
-On Skywater Technology ($SKYT)
I think it’s a buy. I think there’s gonna be a lot of stock issuance. And you hardly ever get the stock down here. I think it is a buy, and I would pull the trigger because it’s good.
-On S&P Global (SPGI)
WEDNESDAY NOV 6
I’m afraid to recommend it on the 10% move, this one needs a pullback.
-On United Rentals ($URI)
It’s an investment management company. We don’t really know what they up to inside. I’m gonna say no, I want you to buy Blackrock instead. Just one share—I feel much better for you.
-On XP ($XP)
They’re in great shape. I like it so much.
-On Talen Energy ($TLN)
Even Sanjay Mehrotra thought I was too bullish about Micron. I think the stock goes much higher. I like you in the stock.
-On Micron ($MU)
THURSDAY NOV 7
Jabil is such a good company. I’ll buy Jabil.
-On Jabil ($JBL)
SoFi is no longer a bank, it’s a technology company as it was always meant to be. The stock is good.
-On SoFi Technologies ($SOFI)
FRIDAY NOV 8
I like what Russell is doing (Buy, Buy, Buy). This quarter is actually quite doing well. I’ll own the stock right here.
-On Domino’s ($DPZ)
I like EPD (Buy, Buy, Buy). I liked it for a very long time—double down right here.
-On Enterprise Products ($EPD)
(Buy, Buy, Buy) The stock could go to $160.
-On Arm Holdings ($ARM)
Very hard company to understand but it has great technology for telco. It has forever and therefore I like it.
-On InterDigital ($IDCC)
It came down bad on that forecast, and therefore it is now redeems itself as a level you can buy it.
-On Universal Display ($OLED)
Just a consistent money maker. Own it and let it run.
-On CME Group ($CME)
WEEKEND 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