🙃 Inverse Cramer Nov 26
TUESDAY NOV 26
It is a worthwhile speculation.
-On Recursion ($RXRX)
Not enough specialty. Not enough moat. Let’s pass on that.
-On ZoomInfo ($ZI)
My view is accounting irregularities equals sell, and I never go back. Accounting irregularities equals sell has saved me millions of dollars.
-On Super Micro Computer ($SMCI)
I think Reddit is fabulous. What can I say? I know it’s up greatly, but I think Steve Huffman is doing a fabulous job. I’m not a seller.
-On Reddit ($RDDT)
That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.
See you tomorrow,
-IC