Lightning Round: Twilio is valued correctly, says Jim Cramer
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…EFENSIVE BUSINESS DEEP MOAT DUE TO ITS SCALE. AND IT'S FINALLY MAKING A MOVE AWAY FROM THE 200 DAY WITH SOME RECENT EARNINGS. ALL RIGHT JIM IT'S GOT AN AI TAILWIND DUE TO TRADE WORKERS BUT AN M&A OVERHANG. WHAT ARE WE DOING WITH CINTAS. >> WE WANT TO OWN CINTAS. BUT IT JUST HAD A REALLY REALLY BIG RUN. I WANT TO BUY CINTAS RIGHT NOW. BUT IF IT COMES IN I DO. I THINK IT'S A TERRIFIC COMPANY. REALLY WELL RUN. AND THAT LADIES AND GENTLEMEN, CONCLUSION OF THE LIGHTNING ROUND. >> THE LIGHTNING ROUND IS SPONSORED BY CHARLES SCHWAB. COMING UP, CRAMER THINKS INVESTORS ARE MISIDENTIFYING THE POTENTIAL RISKS FOR CORE. WE'VE. HE'S REVEALING THE REAL THR…
WE WANT TO OWN CINTAS. BUT IT JUST HAD A REALLY REALLY BIG RUN. I WANT TO BUY CINTAS RIGHT NOW. BUT IF IT COMES IN I DO. I THINK IT'S A TERRIFIC COMPANY. REALLY WELL RUN.
Contexto extraído por IA ALL RIGHT JIM IT'S GOT AN AI TAILWIND DUE TO TRADE WORKERS BUT AN M&A OVERHANG. WHAT ARE WE DOING WITH CINTAS. >> WE WANT TO OWN CINTAS. BUT IT JUST HAD A REALLY REALLY BIG RUN. I WANT TO BUY CINTAS RIGHT NOW. BUT IF IT COMES IN I DO. I THINK IT'S A TERRIFIC COMPANY. REALLY WELL RUN. AND THAT LADIES AND GENTLEMEN, CONCLUSION OF THE LIGHTNING ROUND.
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…AUSE WHENEVER THEY DO, I MEAN, IT'S JUST THEY JUST KILL STOCKS. AND I'M JUST GOING TO HAVE TO SAY, NO, I DON'T WANT YOU TO BE THERE. LET'S GO TO RAJ IN CALIFORNIA. RAJ. >> YES, SIR. >> RAJ FROM CALIFORNIA SYMBOL IS VALE IS A COPPER VALLEY. YEAH, I LIKE IT. I THINK THAT'S A GOOD IDEA. NICE HEDGE AGAINST INFLATION, TOO. LET'S GO TO DANIEL IN WISCONSIN. DANIEL. >> HEY! >> BOOYAH. >> JIM. >> BOOYAH. >> HEY I'M. >> DAN THE BEAR FAN FROM PLEASANT PRAIRIE, WISCONSIN. THE BEARS CAME OUT LAST WEEK. >> ALL RIGHT. >> SO DID THE CARDIAC KID. OKAY. MY WIFE JUST TRAN…
YEAH, I LIKE IT. I THINK THAT'S A GOOD IDEA. NICE HEDGE AGAINST INFLATION, TOO.
Contexto extraído por IA LET'S GO TO RAJ IN CALIFORNIA. RAJ. >> YES, SIR. >> RAJ FROM CALIFORNIA SYMBOL IS VALE IS A COPPER VALLEY. YEAH, I LIKE IT. I THINK THAT'S A GOOD IDEA. NICE HEDGE AGAINST INFLATION, TOO. LET'S GO TO DANIEL IN WISCONSIN. DANIEL.
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>> IT IS TIME. >> FOR THE LIGHTNING ROUND. BUY BUY BUY SELL. AND OF COURSE IF YOU PLAY THIS. OUT AND THEN THE LIGHTNING ROUND IS OVER. ARE YOU READY, SKI DADDY? LET'S START WITH JACKSON. GEORGIA. JACKSON. HEY, JIM. BOOYAH. BOOYAH! JACKSON, WHAT'S GOING ON? I WANTED YOUR THOUGHTS IN THE FUTURE FOR APPLOVIN. YOU KNOW LOOK APPLOVIN IS A REALLY. WELL IT'S COME DOWN A LOT. GEEZ. BUT YOU KNOW WHAT? IN THE END, I THINK THAT APPLOVIN IS IN THE CROSSHAIRS OF ALPHABET GOOGLE. AND I DON'T WANT TO BE THERE BECAUSE WHENEVER THEY DO, I MEAN, IT'S JUST THEY JUST KILL STOCKS. AND I'M JUST GOING TO HAVE TO SAY, NO, I DON'T WANT YOU TO BE THERE. LET'S GO TO RAJ IN CALIFORNIA. RAJ. >> YES, SIR. >> RAJ FROM CALIFORNIA SYMBOL IS VALE IS A COPPER VALLEY. YEAH, I LIKE IT. I THINK THAT'S A GOOD IDEA. NICE HEDGE AGAINST INFLATION, TOO. LET'S GO TO DANIEL IN WISCONSIN. DANIEL. >> HEY! >> BOOYAH. >> JIM. >> BOOYAH. >> HEY I'M. >> DAN THE BEAR FAN FROM PLEASANT PRAIRIE, WISCONSIN. THE BEARS CAME OUT LAST WEEK. >> ALL RIGHT. >> SO DID THE CARDIAC KID. OKAY. MY WIFE JUST TRANSFERRED A BUNCH OF MONEY FROM HER IRA. I WAS WONDERING ABOUT MFA FINANCIAL. >> NO. OKAY, SO THIS IS MFA IS ONE OF THOSE REAL ESTATE INVESTMENTS. WE HAVE NO IDEA WHAT THEY OWN. THESE RESIDENTIAL MORTGAGE BACKED STOCKS HAVE JUST BEEN ABSOLUTELY HORRENDOUS. AND I'M GOING TO JUST SAY ABSOLUTELY, UNEQUIVOCALLY DO NOT OWN THAT STOCK. OKAY? I DON'T CARE HOW LOW THE PRICE EARNINGS MULTIPLE IS. SORRY. LET'S GO TO OLIVER IN CONNECTICUT. >> OLIVER HOW ARE YOU JIM? >> I'M DOING FINE. HOW ABOUT YOU OLIVER? >> I'M GOOD. THANK YOU. OH. >> MY QUESTION IS ABOUT KRATOS. THEY HAD GREAT EARNINGS LAST QUARTER AND THE STOCK IS DOWN. >> PEOPLE HATE THE DEFENSE STOCKS. PEOPLE HATE THE DEFENSE STOCKS. I DON'T WANT TO TOUCH THE DEFENSE STOCKS. I'M GOING TO BOW TO THE CROWD ON THAT ONE. LET'S GO TO SAM IN TEXAS. >> SAM BOOYAH. JIM THANK. >> YOU SO. >> MUCH FOR EVERYTHING. >> ME AND MY FATHER LOOK FORWARD TO YOUR SHOW EVERY MORNING AND EVENING. >> I LIKE THAT THANK YOU. I GOT A QUESTION. >> OF COURSE I GOT A QUESTION ABOUT TWILIO. WITH TWILIO POSITIONING ITSELF AS A CRITICAL COMMUNICATIONS INFRASTRUCTURE FOR AI AGENTS, DO YOU THINK WALL STREET'S UNDERVALUING ITS COMPETITIVE ADVANTAGE? >> I THINK ITS VALUE CORRECTLY. THAT'S THE PROBLEM. I THINK IT'S VALUED CORRECTLY. THEREFORE, I DON'T SEE ANY UPSIDE OR DOWNSIDE THAT I CAN MAKE, YOU KNOW, CAN PIN ANYTHING ON. I DID HAVE A BAD WEEK. IT DROPPED BIG ONE DAY LAST WEEK. I DIDN'T LIKE THAT. LET'S GO TO SUE IN NEW YORK. SUE. >> HELLO JIM. >> I LOVE THE SHOW AND YOUR BOOK. THANK YOU. IN ANY MARKET. SO THANK. >> YOU, I LOVE THAT. THANK YOU VERY MUCH. OKAY. >> THE SPECULATIVE STOCK HAS STRONG PHASE THREE DATA RESULTS FOR THE ADMINISTRATION OF PSILOCYBIN FOR TREATMENT RESISTANT DEPRESSION AND PTSD, AHEAD OF THE FDA APPROVAL OF THE COMMERCIALIZATION HURDLES. TOO BIG FOR THIS SMALL CAP BIOTECH TO OVERCOME. OR DOES THIS STILL HAVE ROOM TO GROW? BUY SELL? >> NO. THIS IS THE KIND OF THING. OKAY, HERE'S THE WAY I FEEL ABOUT IT. THIS IS THE KIND OF THING YOU'RE UP AGAINST. J AND J. OKAY? I WILL NOT GO UP AGAINST J AND J. THEY'RE TOO BIG AND TOO POWERFUL. I WANT TO STAY AWAY FROM THAT ONE. LET'S LOOK. YOU CAN SPEC SMALL POSITION SPEC THAT THEY GET APPROVAL, BUT IT'S VERY, VERY DIFFICULT. ANYTHING BRAIN IS REALLY HARD. LET'S GO TO THOMAS IN CALIFORNIA, PLEASE. THOMAS. >> ALL RIGHT. HEY THERE. JIM, I HAVE A QUESTION FOR YOU ABOUT A HIGH QUALITY COMPOUNDER THAT'S BEEN IN THE PENALTY BOX FOR A COUPLE OF YEARS NOW. THE DEFENSIVE BUSINESS DEEP MOAT DUE TO ITS SCALE. AND IT'S FINALLY MAKING A MOVE AWAY FROM THE 200 DAY WITH SOME RECENT EARNINGS. ALL RIGHT JIM IT'S GOT AN AI TAILWIND DUE TO TRADE WORKERS BUT AN M&A OVERHANG. WHAT ARE WE DOING WITH CINTAS. >> WE WANT TO OWN CINTAS. BUT IT JUST HAD A REALLY REALLY BIG RUN. I WANT TO BUY CINTAS RIGHT NOW. BUT IF IT COMES IN I DO. I THINK IT'S A TERRIFIC COMPANY. REALLY WELL RUN. AND THAT LADIES AND GENTLEMEN, CONCLUSION OF THE LIGHTNING ROUND. >> THE LIGHTNING ROUND IS SPONSORED BY CHARLES SCHWAB. COMING UP, CRAMER THINKS INVESTORS ARE MISIDENTIFYING THE POTENTIAL RISKS FOR CORE. WE'VE. HE'S REVEALING THE REAL THREAT NEXT. >> BOOYAH JIM CRAMER I'M A FIRST TIME CALLER A HAPPY CLUB MEMBER. I WANT TO THANK YOU FOR BEING THE PEOPLE'S CHAMPION OF INVESTING. THANK YOU FOR HELPING ME BECOME A MILLIONAIRE.
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