Crim Jamer

NFA
Inverse Jim Cramer all the way

[Stock Talk @stocktalkweekly]

*ONSEMI $ON TO ACQUIRE SYNAPTICS $SYNA IN $7 BILLION, ALL-STOCK DEAL

[Stock Talk @stocktalkweekly]

Proud of my overall performance YTD, but no question that the drawdown in early June was brutal (had too much leverage going into that sell-off). The chop & consolidation since then has been equally frustrating. Markets are not always easy!

YTD: +233.12% vs. +7.60% for S&P-500

[Stock Talk @stocktalkweekly]

Absolutely floored by the success of our members.

[Crim Jamer @AI_ishere_]

@stocktalkweekly Its only the end of May 😅 @stocktalkweekly

[Crim Jamer @AI_ishere_]

@stocktalkweekly @stocktalkweekly New day, New winner

[Crim Jamer @AI_ishere_]

@stocktalkweekly Crim Jamer > Jim Cramer 😉 It feels so good to be ahead of the herd 🚀 many thanks @stocktalkweekly

[Stock Talk @stocktalkweekly]

Portfolio update posted at https://t.co/2FUgR3izu2

34 positions across 8 thematic baskets.

Top 4 baskets: Robotics - 30.6%, Power - 25.7%, Datacenter - 22.9%, Telecom & Voice AI - 16.4%

Performance metrics:

YTD: +245.24%
Past 1-Year: +1,600.71%
Since 01/01/2024: +4,036.83%

[Stock Talk @stocktalkweekly]

I love seeing the family eat $BLDP

[Crim Jamer @AI_ishere_]

@stocktalkweekly @stocktalkweekly The price reaction of the earnings kicked out a lot of traders. We stayed because we know the thesis and background of the earnings 🤑 $LUMN

[Stock Talk @stocktalkweekly]

Portfolio hitting new all-time-highs today, crossing +200% YTD

Year-to-Date: +201.19% vs. +8.93% for S&P-500

Past 1-Year: +1,450.63%

Since 1/1/2024 (when I began sharing the portfolio publicly): +3,546.71%

That’s a 36x on the entire portfolio in 26 months ✅

[Crim Jamer @AI_ishere_]

@MyMommaBasement @stocktalkweekly Never leave mommy’s basement

[The Multi-Planetary Investor @kwan_yin_san]

Dutch @ABNAMRO bank turns against the proposed annual unrealized gains tax of a whopping 36% ✊

"Even investors with minor investment capital, who invest to make sure their money doesn't lose value, are going to be unpleasantly surprised with this new law."

Lawsuits and capital fleeing the country are inevitable, and being prepared by many.

@MvRooijen @EersteKamer Vote this down!

No more theft! Stop #Box3!

[Stock Talk @stocktalkweekly]

Portfolio update posted at https://t.co/2FUgR3izu2

Monster week with $OSS & $SYNA

29 positions across 7 thematic baskets.

No OTC, no ADRs. All entries, exits & weightings shared.

Performance metrics:

Year-to-date: +169.15%
Past 1 Year: +1,358.17%
Since 1/1/2024: +3,157.69%

[Crim Jamer @AI_ishere_]

@esperituavx @stocktalkweekly His current portfolio is like 29 stocks. 95%+ ends in profit. @stocktalkweekly is the most successful transparently trader of whole X and beyond. If you don’t believe me: check his discord where every position is described with a thesis, position size and avg.

[Crim Jamer @AI_ishere_]

@wallstengine Excited for Fluor $FLR 🙌

[Wall St Engine @wallstengine]

$NTCT Q4'26 EARNINGS HIGHLIGHTS

🔹 Adj. EPS: $0.52 (Est. $0.62) 🔴
🔹 Revenue: $203.31M (Est. $198.65M) 🟢
🔹 Product Revenue: $80.7M
🔹 Service Revenue: $122.3M
🔹 Adj. EBITDA: $46.4M; 22.9% margin

FY 2027 Guide:
🔹 Revenue: $885M-$915M (Est. $855.4M) 🟢
🔹 Adj. EPS: $2.65-$2.80 (Est. $2.42) 🟢
🔹 GAAP EPS: $1.55-$1.70

Other Metrics:
🔹 Product Backlog: ~$50M
🔹 Fulfillable Backlog: $45.8M
🔹 DigiCert DDoS Protection Business: Acquired May 1, expected to contribute ~$20M in annualized revenue

Financials:
🔹 Non-GAAP Operating Income: $43.9M
🔹 Non-GAAP Operating Margin: 21.6%
🔹 GAAP Operating Income: $19.6M
🔹 Cash, Cash Equivalents & Investments: $705.1M
🔹 Debt: No debt outstanding under $600M revolver

Capital Return:
🔹 Q4 Repurchases: 1.0M shares for ~$29M
🔹 FY26 Repurchases: 2.5M shares for ~$60.8M

Commentary:
🔸 “We delivered strong fiscal year 2026 top- and bottom-line results, fueled by revenue growth across both our Cybersecurity and Service Assurance offerings.”

🔸 “Looking ahead, we are excited about the year in front of us and are leaning into this momentum.”

[Crim Jamer @AI_ishere_]

@stocktalkweekly 4 new positions today. A good day for the community

[Crim Jamer @AI_ishere_]

@stocktalkweekly @sneaker_grail I can confirm this as existing member

[Crim Jamer @AI_ishere_]

@CycloMani @stocktalkweekly Go to his portfolio or ask in the question section of the community

[Crim Jamer @AI_ishere_]

@stocktalkweekly $OSS paid our subscription for years! The other 95% trades worked out also very well. The best financial thing I did in 2025 was joining the discord community !