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The time has come, time for blitz questions, quick final minutes, conversations in the center, dad , let's just clear the old course, this question is on my way, the first question of the blitz is gone. And then the blitz ends. Are you ready, Ski Dateline, quick blitz questions, let's start with Jackson, Georgia.
Jackson. Hello, Jim. Buoy. Hey, Jackson, what's going on? I wanted to know your thoughts on the future of AppLovin. You know, look, AppLovin, well, it fell hard, my God. But you know what? Ultimately, I think AppLovin is in Alphabet Google's crosshairs, and I don't want to be there because whatever they do, it just kills the stock, so I have to say no, I don't want you to be there.
Let's move on to Raj from California. Raje. Yes sir, this is Buya Raj from California, symbol V A L E, is this copper? Vale? Yes, I like it. I think this is a good idea. Guys should get recognition too. Let's move on to Daniel from Wisconsin. Daniel. Hello, Bua Jim. Buoy. Hi, I'm Dan, a Bears fan from Pleasant Prairie, Wisconsin.
" Bears" came out last week. Good. Like a cardiology baby. Okay. My wife just transferred a bunch of money to my retirement account. I wanted to ask about MFA Financial. No, okay, it's MFA—one of those real estate investment trusts, but we have no idea what they own. These residential mortgage REIT stocks have been just awful, and I'll say it very clearly: don't own this stock, okay, I don't care how low the price /earnings multiples are, sorry.
Let's move on to Oliver from Connecticut. Oliver. How are you, Jim? I'm fine, how are you, Oliver? I'm fine, thank you. A. My question is about Kratos. They had great earnings last quarter, and the stock fell. People hated defensive actions. People hated defensive actions. I don't want to touch defensive stocks.
I will yield to the crowd on this matter. Let's move on to Sam from Texas. Seme. How are you doing? Thank you very much for everything. My father and I look forward to your show every morning and every night. Oh, I like that. I have a question. Of course. I have a question about Twilio. As Twilio positions itself as a critical communications infrastructure for AI agents, do you think Wall Street is underestimating their competitive advantage?
No, I think she was assessed correctly. This is the problem. I think it is fairly rated. So I don't see any potential for growth or decline that you could, you know, latch on to. Last week was a bad one for her. One day last week she fell hard. I did n't like it. Let's move on to Sue from New York. Sue.
Congratulations, Jim. I love your show and your book, "How to Make Money in Any Market." So thank you. It. Thank you very much. OK. This speculative stock has strong results from phase III trials of psilocybin for the treatment of treatment- resistant depression and PTSD . Ahead of FDA approval, are the hurdles to commercialization too high for this small- cap biotech company, or does it still have room to grow?
Buy, sell or hold? That's the thing, okay, that's what I think about it. This is the kind of thing, you're going against J&J, okay? I'm not going to speak out against J&J. They are too big and too powerful. I want to stay away from this . Listen, you can make a small speculative bet that they will get approved, but it's very, very difficult.
Anything related to the brain is very complicated. Let's move on to Thomas from California, please . Thomas. OK. Congratulations, Jim. I have a question for you about a high-quality company that has been in the "penalty box" for a couple of years. It is a defensive business with a deep “moat” due to its scale, and it has finally started to move away from the 200- day moving average after recent gains.
Okay, Jim. We have AI support thanks to trade workers , but there is a threat from mergers and acquisitions. What should we do with Cintas? We want to own Cintas, but the stock just took a very, very big plunge. I won't buy Cintas now, but if the price drops—I will. I think this is a great company that is very well run.
This, ladies and gentlemen, concludes the " Blitz Round." The Lightning Round is sponsored by Charles Schwab. Next: Cramer believes investors are misjudging the potential risks for Corweave. He will reveal the real threat right after the break. Jim Cramer, this is my first time calling, I'm a happy member of the club and 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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