Alts Logo SVG
Upgrade to paid

Inverse Cramer Weekly Update — Apr 29

Welcome to Inverse Cramer by ​Alts.co​: Tracking Jim Cramer’s stock picks so you can do the opposite 🙃

Monday, Apr 22

I don’t like it. There are so many good banks. When you look at Upstart vs JPMorgan, I have to tell you my stunning conclusion, is that JPMorgan is a better bank. Who knows?

-On Upstart Holdings (​$UPST​)

This company missed this quarter by an element that was so big. I cannot count it as recommended, I can count it as selling it.

-On Smart Global Holdings (​$SGH​)

Tuesday, Apr 23

I like PBR the beer more than I like the oil company, I’m going to hit the sell button.

-On Petrobas (​$PBR​)

I’ve been waiting for someone to bring the stock up. Why? Because when I was in Nvidia for the conference they talked about this company endlessly. I think you have a real winner. The stock went up after the conference and it has come right back down, recursion is for me. I may do a segment about it, for all I can tell, it’s a segment idea (Buy, Buy, Buy).

-On Recursion Pharma (​$RXRX​)

I’ll give you my blessing. LNG is terrific. I do believe that since the president, let’s just say, put things on hold for others, this guy is a winner. So, let’s buy it.

-On Cheniere Energy (​$LNG​)

Oh men, a hidden gem. Hidden gem, love the pizza there (Buy, Buy, Buy). I think you’ve got it. That is a winner, and it should be bought. It’s not that expensive given its growth prospects, and I wish they split the stock. There.

-On Casey’s General (​$CASY​)

Oh my god, it is ridiculous that it’s going down (Buy, Buy, Buy).

-On Broadcom (​$AVGO​)

Wednesday, Apr 24

Matthew Prince rocks. I would be a buyer (Buy, Buy, Buy). I would buy it slowly because we have big selling going on in AI stock.

-On Cloudflare (​$NET​)

Axon is so good. We used to have them every time. It’s just really an ecosystem of law enforcement. Even here it’s still good.

-On Axon Enterprise (​$AXON​)

This is so speculative. You’re dice rolling here in this thing. I’m not gonna be in the dice rolling game, it’s too hard.

-On Liquidia (​$LQDA​)

Thursday, Apr 25

It never really does anything. I think this stuff is kind of overpriced.

-On Movado Group (​$MOV​)

It’s an e-commerce play that I know nothing about. I’ve got to do work on that one, I’ve got to learn about it.

-On GigaCloud Technology (​$GCT​)

It’s small nuclear reactor. Just go buy GE Vernova. I don’t want you to lose any money, you sound like a nice kid.

-On NuScale Power (​$SMR​)

Friday, Apr 26

SLB did not deliver. I feel terrible because I like the company very much. It was weak. We like Corterra for the capital trust.

-On SLB (​$SLB​)

Exxon stock is down here and it hurt Pioneer. I want you to do the Kaching-Kaching, and you get to the Corterra.

-On Pioneer Natural (​$PXD​)

Yeah it has ups and downs. That’s why if you want an insurance business, I’m gonna say Progressive. I think Progressive is better.

-On Travelers (​$TRV​)

Weekend Bonus

Is inflation out of control?
11:35 PM • Apr 26, 2024
twitter profile avatar
Uptrends.ai
Twitter Logo
@UptrendsAI
photo
Read 1 replies
5Retweets49Likes

Cramer Classics

That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.

Enjoy the week ahead.

-IC

Disclosures

  • This issue is sponsored by Harvest Returns
  • Neither the author nor the ALTS 1 Fund has no holdings in any companies mentioned in this issue
  • This issue contains affiliate links to TradingView. If you sign up we get a few bucks.

Share

Author

Inverse Cramer

Inverse Cramer

Related Posts

inverse jim cramer

Inverse Cramer Weekly Update — May 12

I’ll give you two animals. I’ll give you Frog and Datadog. Both that turned out to be too expensive. I would be a seller of almost all of the enterprise software companies right here. They are not where to be, they are yesteryear -On JFrog (​$FROG​)

May 13, 2024
the macro compass

Investment Opportunity for Accredited Investors

Today, I’ve got something completely different for you. Our friend Alfonso Peccatiello (Alf) over at ​The Macro Compass​ is raising a macro-focussed fund, and I’d like to share it with you.

May 10, 2024
Alts1 Fund Graphic Small

Recently Published

Unique investment ideas worth exploring

Our newsletter is everything. Start here.

    Join thousands of subscribers.
    Absolutely spam-free.

    Website
    Address
    651 North Broad Street, Suite 206 Middletown, DE 19709
    Subscribe to Newsletter
    Alternative Assets - Unique investment ideas worth exploring | Product Hunt
    Linkedin Youtube Instagram Podcast Tiktok Twitter
    © 2023 Alt Assets, Inc. All Rights Reserved

    Disclaimer: The authors of Alt Assets, Inc. are not finance or tax professionals. They are self-taught accredited investors, sharing information, research, and lessons learned. The published content is unique, based on certain assumptions and market conditions at the time of publishing and is intended to serve solely as research, not financial advice. Alts I LLC (the “Fund”) is an affiliate of Alt Assets, Inc. and the Fund has conducted a private placement offering under Rule 506(c) of Regulation D of the Securities Act of 1933, as amended. The Fund may invest in one, several or all of the alternative asset classes that Alt Assets, Inc. publishes content on its site. Any published articles on Alt Assets, Inc. that an alternative asset has a “buy”, “pass”, “overvalued” or “undervalued” designation does not factor into the asset classes that the Fund through its manager ultimately invests in, and thus, any of the Fund’s investments that have positive designations on the Alt Assets, Inc.’s site are purely coincidental as the Fund is actively managed and guided by its own investment parameters as summarized in the relevant private placement memorandum.