Lightning Round: Wait for Oklo to come in, says Jim Cramer

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Cramer는 투기주 한 종목만 허용하고 성장주 중심 포트폴리오를 강조한다. Oklo는 143% 상승 후 단기 조정 대기, 헤드라인 시 25% 상승 가능성 언급. LYB·다우 등 고배당주는 성장 부재로 매수 비추천. Booz Allen Hamilton은 DOGE 영향으로 타격을 받았으나 추가 하락 가능성 언급.

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01. It is time. It's time for the light round for Africa Florida by call to learn with Judy in Pennsylvania Judy? Hey Jim, I'm a new student of yours. I inherited some money. wanted to learn a little bit about the market and listened to you a couple weeks ago and did a little investing in BB AI. Wow, you went right for the speculative.

02. Okay, that's good. That's but that's only going to be your one speculation. We are not going to do other speculations uh because that will have to be we got to fill it out with some very good growth companies, but that one's you're losing a big bit of money. Uh by the way, Pounder would have been a better one to buy there because Palanteer's coming in.

03. But let's limit our speculation to one stock and thank you for calling. Let's go to Kosar in Virginia. Kosar Booyah Jim, happy 20th anniversary. Thank you very much. I appreciate that. What's going on? Good, good. Thank you. So my question is on Oaklow and the fact that there's a big demand for AI. Okay, so let's talk about this.

04. We know that this is nuclear fision, not nuclear fusion. U we know it's a big spec. Uh, we know a lot of people like it. We know it's up a great deal, 143%. This one, we're now going to wait for it to come in. Maybe we give it a week and then we'll take a look. But I'm not against Oaklo and I can't be because I am very pro- nuclear and I do like the uranium stocks, too.

05. I do not expect anything short-term, but I know that a headline would move that thing up 25%. Let's go to Jack in Ohio. Jack, hey, thanks for returning my call, Jimmy. No problem. Hey, buying buying for the dividend income. Even though they raised the dividend a couple weeks ago, the yield is still 9% plus.

06. Is it okay to add more? Lyb. We're not going to buy stocks for high dividends here. We're going to buy stocks for earnings momentum and for growth. And I don't see growth in that or Dow Chemical. I think these stocks I like the fact that they boosted the dividend. But what I really like is growth, growth, growth.

07. Because growth is the only safety in this stock market. Growth. Let's go to Forest in North Carolina. Forest. Booyah. Jim. Booyah. I'm glad I get to Glad I got to speak to you. I am a club member. Joined a couple months ago. Uh loving it. Making some bad money. Thank you. I tried to call your show tried to call your show a couple days ago from Cape Lookout National Seashore.

08. It's a barrier island off the coast of North Carolina. Sounds good. uh was unable unable to get through to you, but I spent 20 days out there camping, fishing, clamming. What'd you catch? What you catching? What' you catch? I caught a red drum. A red drum. Big big one. 32 inches long. You went for drummies.

09. You went for drummies at night. You do drummies at night, not day fish. No, it was it was during the day. During the day. All right. Well, this is a you know, it's a whole new program. We're going to have to change the program around on the fly. No, maybe we ought to revert to the program. What do Okay.

10. Um, I want to ask you about booze Allen Hamilton. He Oh man, they got clobbered by Doge and we're not done with the clobbering. I think there's more ahead, but I got to tell you something. I went for rockfish and they are delicious. .