Alts Logo SVG
Join for Free
altea by alts.co
altea by alts.co

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

Related Posts

rare earth

China throttles rare earth exports

Ukraine’s economic recovery is triggering ​costly GDP-linked bond payments​,
China’s halt on exports of heavy ​rare earth metals​, Abundant Mines founder ​Beau Turner​ is taking questions in the Alts Community, and More…

April 29, 2025

Let’s launder money: Part 1

A New Frontline in Illicit Finance
How Dirty Money Picks Its Playground
The Five Asset Classes That Should Keep You Up at Night, and More…

April 23, 2025
gold

Precious metals exempt from tariffs

Balkan countries​ are leading Europe’s economic surge
Trump has ​exempted precious metals​ from reciprocal tariffs and More…

April 22, 2025
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
    Linkedin Youtube Instagram Twitter
    © 2025 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.