Lightning Round: Buy some Talen Energy here, says Jim Cramer

요약 보기

Lightning Round 콜인 방송. Talen Energy는 1년간 하락(연초 대비 -1%)했으나 매수 추천, 원칙적으로 손절 권유. Sailpoint·엔터프라이즈 소프트웨어는 비선호, Salesforce는 제한적 보유. Radiant Logistics 관심은 낮고 FedEx 선호. First Solar 신용매수 포지션은 손절 권고. Amprius는 긍정적 관심. ARM은 하락에도 매수 입장.

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01. It is time for the gra with Lori in Florida? Lori boo. Okay. Looking to expand my portfolio to include lithium. I'm considering lithium ammeritus. No, no, no, Lori. Wrong one. You went albamar even though it's up a lot. It's a much safer stock. The symbol is ALB. Let's go for that one. I need to go to Scott.

02. Scott, good evening, Jim. Thanks for taking my call. My pleasure. Anyway, happy holidays to you and your team and your families and especially Josh and Dylan. They do a great job. You're a lucky man to have those guys on board. So, am I ever I'm looking at one of his say, "Hey, man. Good job." Okay,

03. thank you. My My question is about Dbacks. I bought Dback three years ago in February for 12. Congratulations. You know that one's done. They got that nice bid from Santa Fe. I'm going to actually go out there and talk to them about that. That's a happy shot. Well played, my friend. How about Maria in Florida?

04. Maria? Hey, Jim. How are you? I am good. Maria, how are you? Dang. Good. Thank you for empowering everyday investors like me. Oh, I sure try. You know, I'm underwater, Jim. For the last several months, I've been suffering through a down spell with Talon Energy. I bought and sold this stock several times in 2025 and made a profit.

05. However, on this last cycle, it's been challenging. I bought back. No, I think you're okay. I I actually, Marie, I think you're okay. It's come down. I know it's come down a lot, but it's only down 1% for the year. I think you're fine. As a matter of fact, I actually would be inclined to to buy some here.

06. I don't want you to sell that stock. Let's go to Carter in Tennessee. Carter, Jim, tell me what you think about Sailpoint. S A L I L. No, you know, that's the kind of enterprise software that I just can't tolerate right now. I just do not want to be in anything like that. The only one that my travel trust is in is Salesforce.

07. And even there, it it's they punish you every day on the darn thing. So, let's uh let's do a clear step one. Why don't we go to Peter in Florida? Peter, a warm and sunny booya gym from Dr. Pete in Bonita Springs. I wish you a happy and healthy new year. Radiant Logistics. Hey, interesting company. I look I like the logistics company.

08. I like the truckload company, but I I have to tell you, I come back. If you're going to be in that business, you want to be in FedEx. They got the logistics that you need. I'm not kidding. FDX. Kevin in California. Kevin, hi Jim. calling you from warm and sunny Whittier, California. Longtime listener.

09. I just wish I listened to you and took your advice more often. Otherwise, I wouldn't be calling you right now. We're fine. We're fine. I own Amgen and with my own cash and I've done good with first solar, but I bought it on Monday at 275 on margin and I was a big pig and Oh, whoa. No, we don't want that.

10. You don't live, you know, you can do a loan for a house. You can live in it. The president says corporations don't live in them. Um, but first solar is not good enough to be the 16 times earnings, but I like the company very much, but no, you're going to have to take you got you have to cut your losses.

11. I will not I can't tolerate by margin. Let's go to Matthew in Texas. Matthew, uh, yes, sir. Thanks for taking my call. Of course. All right. So, um, I've got this company I've been watching for a while. Um, they make batteries for drones, satellites. They've had a nice pullback. Um, what's your thoughts on Amprius technology?

12. A an interesting spec. I was thinking about them when Ford decided to no longer do its battery business. I think you have something there. It's a nice spec and it's come down. I I am going to say that that's a good one. Let's go to Craig in Tennessee. Craig Booya. Jim from Nashville, Tennessee. Oh my god.

13. Nashville. I mean, if one more person tells me to go to N, what can I say? I'm going to Nashville. How can I help you? You need to do a show from here, Jim. That's for sure. Jim, I've had a I've had a stock for about a year now that I've lost 23% on. I need to know what to do with ticker symbol ARM.

14. Oh, with ARM Holdings. That's Renee Hos. I think he's doing a real good job. I don't know why the stock keeps going down. I think I'm a buyer, not a seller. What can I say? I think Rene is doing a good job. ith more companies considering nuclear energy to power their ventures, Kramer's tuning his microscope to see when or if it could happen. Next. & ]