Inverse Cramer Weekly Update — Apr 7

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

Monday, Apr 1

That’s a very well-run company. I’ve got to tell you that government business is a good business. It’s a buy. I like it very much.

-On Tyler Technologies (​$TYL​)

You’re fine. I like the new deal. I think it’s gonna give a couple of quarters. It’s a good lift and you’ve got a 3% yield. I would certainly hold on to that.

-On Cisco Systems (​$CSCO​)

Let’s ring the register. That thing is a no. That stock has gone up too much. I’m kaching kaching on that one.

-On Kodiak Gas Services (​$KGS​)

I like it. They had a good quarter. They have a good defense business. I like IT defense work, and they own that franchise. It’s very very positive.

-On Palantir (​$PLTR​)

I think you’ve got a nice gain there. I would do some ka-chinging. I think it’s great but that’s an airline. All airlines are trades.

-On United Airlines (​$UAL​)

Tuesday, Apr 2

No. Take a look at how that stock has done over any period. It just goes down. I don’t want you to touch that stock.

-On AGNC Investment (​$AGNC​)

If you have to own one, it’s gonna be Alibaba. That is the one that has the most American-like financials. I’m not a fan of Chinese stocks but BABA is the one to own if you want to go there.

-On Alibaba (​$BABA​)

No, that’s an awful stock. I mean that may actually be the most awful stock that I know. I’ll put that in a pantheon of awful. Pantheon, Awful, Charter.

-On Charter Comms (​$CHTR​)

Wednesday, Apr 3

Nextracker is good. Shugar came on recently and told us a good story. I would be a buyer of that stock right here for $52.

-On Nextracker (​$NXT​)

Viper is a good stock. It’s got a good yield. It’s got mineral rights. I think it’s really an excellent idea right here, given the fact that we’re in an inflationary environment for minerals and oils. I think you’ve got a good one.

-On Viper Energy (​$VNOM​)

Norwegian is good, but Royal is better. RCL is my guy and sticking to it.

-On Norwegian Cruise Line (​$NCLH​)

Thursday, Apr 4

I didn’t like their last quarter. I went over to find toothcomb, there was nothing there that made me feel terrific about a high multiple stock.

-On GitLab (​$GTLB​)

Snapchat did not have a terrific quarter. You don’t have much luxury here. You’ve got about 3 weeks to make a move. If it bounces here, you can get it below $12.13, that’s what I prefer. Otherwise, it’s a couple of points downside from here.

-On Snap (​$SNAP​)

Friday, Apr 5

I like Uber. It’s very well run. The stock is a buy, buy, buy.

-On Uber (​$UBER​)

I feel better about Citi, I had it for a long time. But it doesn’t mean I’m not in favor of Wells Fargo.

-On Citigroup (​$C​)

Tesla got itself in some sort of like a House of Pain. He’s got to change.

-On Tesla (​$TSLA​)

SMCI is complicated, I’m an Nvidia guy hold it don’t trade it. I’m not gonna go on SMCI because it’s not as good as Nvidia.

-On SMCI (​$SMCI​)

No. I happen to have a blackberry for lunch and it doesn’t taste that good either.

-On Blackberry (​$BB​)

No, no, Illumina is not good. You want Danaher, same business, better company.

-On Illumina (​$ILMN​)

Cramer Classic

Weekend Bonus

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 Yieldstreet
  • 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

Picture of Inverse Cramer

Inverse Cramer

Hormuz man

Let’s put it all on black part II

This week, we revisit metals pricing after the Strait of Hormuz shock, examining which commodities now look mispriced and how investors can position across platinum, silver, aluminium, and rare earths.

Gold Sector

Let’s put it all on black

Today, we’re revisiting commodities, unpacking a utility-versus-narrative framework for pricing metals, and breaking down what it means for gold, copper, rare earths, and investor risk.

F.P.JOURNE Chronometre a Resonance in platinum

Private equity’s fundraising slump worst since ’08

This week’s Alts Cafe tracks China’s accessibility debate, private equity’s fundraising drought, London’s auction signals, and cross-asset stress from data centers to diamonds shaping alternative markets.

Francis Picabia's Deux Amis

Let’s go to the auction

This week, we track the global auction season from London to Florida, identify key canary lots, and map what their results signal for art, watches, and cars in 2026.

Recently Published

Unique investment ideas worth exploring

Our newsletter is everything. Start here.

    Join thousands of subscribers.
    Absolutely spam-free.