Latest Stock Buy or Sell?

Today, Jim Cramer - Mad Money commented about whether FB-Q, NVDA-Q, U-N, BBY-N, MONEYGRAM, STZ-N, MU-Q, TELL-Q, COP-N, DVN-N, UNP-N, BRK.B-N, DOCU-Q, AXP-N are stocks to buy or sell.

COMMENT
It reports tomorrow. It might report in-line, but then lowers its forecast. It's possible now during the semis shortage, because Micron makes a specific kind of chip--DRAMs and Flash, which are low margin but abundant in the U.S. So, their earnings are a problem. Any upside surprise can send the semis group higher, because they are bunched together in ETFs.
computer software / processing
BUY
Likes it because of its popular beer brands. You need more than cannabis in a company, like Canopy Growth.
breweries / beverages
PARTIAL SELL
Not a big fan of this compared to PayPal and Square. Take profits.
Financial Services
BUY
They were prepared for supply chain disruption that the economy is facing now. Also they offered new services, like IT support for those working from home. And the Delta variant has peaked, so the great reopening trade is back on.
specialty stores
BUY
A hugely successful videogame developer, dominating this space. Unity is the best way to play the metaverse. Unity has Ominverse, the world's first simulation collaboration platform (with Adobe and Blender) that makes it easier to create metaverse content. One day, they will make 3D content in the real world that you can directly interact with, projected, instead of on-screen--the metaverse. Unity offers great software tools for 3D rendering. Shares were sharply down today as tech sold off.
Technology
BUY
They were prepared for supply chain disruption that the economy is facing now. Also they offered new services, like IT support for those working from home. And the Delta variant has peaked, so the great reopening trade is back on. Also, the coming metaverse (3D graphics) boom will demand a lot of semis that NVDA can supply.
computer software / processing
BUY on WEAKNESS
Zuckerberg hopes that one day uses will no longer see FB as social media but as a metaverse company. If he can combine both, then FB could be big, though it could take a long time. As interest rates rise, tech is selling off, but these remain solid stocks including Apple, Amazon and Microsoft which are best of breed. But not quite FB. Shares are down 5% lately though business is booming. FB sells at 25x earnings, cheap. Investors fears advertisers will abandon them. He doesn't see that. FB may need a third party to arbitrate what is "fair" content or not. Its Instagram Kids is merely on pause so they can fix it. He has faith Zuckerberg can pivot to restore credibility.
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