THURSDAY MAY 15 No, there couple of quarters had been week. If you want in that industry, you have to buy Lam Research. That’s the best one. -On ASML Holding ($ASML) No. You want to buy the one that’s not going to stock split, which is AutoZone. -On O’Reilly Automotive ($ORLY) No. Engineering and construction,…
WEDNESDAY MAY 14 You’ve got the right to be worried. -On Omega Healthcare ($OHI) Astera Labs is a company that is incredibly well run that has tremendous growth. I think it’s a good place to buy. -On Astera Labs ($ALAB) That’s a wrap. As always, we’ll be following Cramer’s every move so you can do…
TUESDAY MAY 13 I like SoFi (Buy, Buy, Buy). I think it goes to new highs. -On SoFi Technologies ($SOFI) The stock has some upside. They’re doing some consistent streaming so I’m okay with it. -On Roku ($ROKU) It’s inconsistent and too controlled by China, not America. So, I am not going to be a…
7.6% yield (Buy, Buy, Buy). The pipes are a great business here. They really are -On Energy Transfer ($ET)
MONDAY APR 28 This stock is trying to bottom. I think if you want to put a small position on LULU, you can do it now. -On Lululemon ($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…
We have so many of these digital infrastructure plays. If you’re going to go there, just go buy Salesforce -On Applied Digital ($APLD)
I’d been wrong but I think it should be bought (Buy, Buy, Buy). It’s a good long-term position. -On BlackRock ($BLK)
WEDNESDAY APR 30 I am going to say today at $400, I would indeed start a position. That’s a big change for me. -On UnitedHealth ($UNH) I’m sick of Super Micro. If you want to be in that space, let’s just go buy Dell. -On Super Micro Computer ($SMCI) That’s a wrap. As always, we’ll…
TUESDAY APR 29 It’s really well-run, so don’t take this the wrong way, but the airlines are wrong to own right here because people think we’re going into a travel recession. I think it can still go lower. -On Alaska Air Group ($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…