๐ Inverse Cramer May 2
We have so many of these digital infrastructure plays. If youโre going to go there, just go buy Salesforce -On Applied Digital ($APLD)
We have so many of these digital infrastructure plays. If youโre going to go there, just go buy Salesforce -On Applied Digital ($APLD)
Iโd been wrong but I think it should be bought (Buy, Buy, Buy). Itโs a good long-term position. -On BlackRock ($BLK)
WEDNESDAY APR 30 I am going to say today at $400, I would indeed start a position. Thatโs a big change for me. -On UnitedHealth ($UNH) Iโm sick of Super Micro. If you want to be in that space, letโs just go buy Dell. -On Super Micro Computer ($SMCI) That’s a wrap. As always, we’ll…
TUESDAY APR 29 Itโs really well-run, so donโt take this the wrong way, but the airlines are wrong to own right here because people think weโre going into a travel recession. I think it can still go lower. -On Alaska Air Group ($ALK) They did not make the quarter. I was a little bummed out….
MONDAY APR 28 This stock is trying to bottom. I think if you want to put a small position on LULU, you can do it now. -On Lululemon ($LULU) Take-Two is going up and has been going up endlessly because Grand Theft Auto new edition comes out this year. Why are we constantly focused on…
MONDAY APR 21 I think Simon Property should be bought and bought right here. -On Simon Property ($SPG) I like aerospace very much. Thereโs no reason to descend to TransDigm when you have GE. -On Transdigm ($TDG) Gold is going higher still. And Barrick Gold has a lot more room to run, I think itโs…
FRIDAY APR 25 Do not sell it here. -On Arm Holdings ($ARM) No, no. Look, we like Bitcoin. We want Bitcoin, we buy Bitcoin. -On MicroStrategy ($MSTR) I think you got a good situation going there. I like BHP. -On BHP Group ($BHP) That’s a wrap. As always, we’ll be following Cramer’s every move so…
THURSDAY APR 24 I think Reddit is a very good stock. Management do a great job. I would be a buyer. -On Reddit ($RDDT) Iโll put a little here and wait for some. -On Walmart ($WMT) Too risky. I want you to get out of that right now. -On OneMain Holdings ($OMF) It doesnโt really…
WEDNESDAY APR 23 I like Uber very much. I think it goes higher. Hold it for multiple years. -On Uber ($UBER) Thatโs a good space. -On PayCom ($PAYC) Arista Networks is down way too much. This stock is being treated as if it is a loser. I want to buy it at $70. -On ANET…
Too speculative my friend -On USA Rare Earth ($USAR)