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Updated2026-10-28 07:00:00

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Lightning Round: If you like BigBear.ai buy Palantir, says Jim Cramer

CNBC Television · 2025-05-30 · 유튜브 시청 9,794 · Board Views 7 · International

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It is time. It's time for the white told by sell dy? Time for the light came. I'm going to start with Riley in Pennsylvania. Riley. Hi Jim. Calling on ticker QBTS D-Wave Quantum. It's blowing up revenue growth that already beat all of last year in just one quarter. People I know in the space, they're telling me great things.

Jimmy, tell me something good. Could this be a breakout? I am going to tell you something good. I think of the ones that are out there, this is the best. Okay, how's that? This is the best. And if they got any good news beyond what they have, the stock probably goes to 25. There we go. Told you that was a new mid.

I went there. Let's go to Steve in Maine. Steve, Jim, hey, congratulations to you and the staff on 20 years. Oh, thank you. Yeah, we all kind of live together in one big bunker or something. Which one? Idex. Oh, Idex. All right. Look, this one's had too big a run. I'm not there for it. I'm sorry. I 42 times earnings.

There's a lot to pay for that kind of company. I'm not I I just can't get my arms around. Now, I want to go to Patrick in California. Patrick, Mr. Kramer, thank you for taking my call. Oh, thank you. And helping myself and thousands of others. I greatly appreciate it. Thank you. Thank you. Hey, Jim.

My question is on a particular stock I took a position, a small position in a couple of weeks ago. It has done well but fallen off a bit. And my question is at what point would you suggest adding to position? At what increments? The ticker symbol is BB AI. Okay, I'm going to just I'm going to deviate.

I'm going to suggest a stock that I think is better, that has more hype to it, that has more pizzazz, that everybody loves. I'm going to suggest Palanteer, also know known as Panter by people who don't know it. And I happen to think that Alex Carp will come out and he'll say something really great and'll announce a big deal and you'll make 10 points because that's the way Palanteer rolls.

Now we're going to Jim in South Carolina. Jim, Jim, how's it going? Not bad. Jim, how about you? I want to thank Jim's talking and I want to I want to thank you for all the good advice you've given over the years and past few months. It's really paid off. at the beginning of April. Yeah, back in beginning of April on that big dip, you know, I I listened to your advice and buying in small increments as things went down to improve my position.

And you know, I've got a pretty well diversified portfolio and and as soon as we had that big beautiful bounce, everything took off like bulls on bassalt except for Biohaven. Biohaven had an analyst day the other day and it was, you know, people didn't get excited about it. Now, in full disclosure, I do have a personal deal with Biohaven and I don't talk about it much because it's not been disclosed, but I am surprised this stock is all the way down here.

Vlad Shores is really good. I think that this is a buy, but you could say, "Hey, Kramer, you're biased. You got to deal with them." But I'm just telling you, that's how I feel or else I wouldn't know how to deal with them. Let's go to Patrick in Pennsylvania. Patrick, hey Mr. Kramer, longtime viewer, first- time caller.

How you doing? First time. I love that. Long time first time. You can't compete that. But I'm doing fine. How about you? Pretty good. Thanks for being a signing board for the individual investor. My question is this. This stock has been beaten up all year. And uh oh, there's been so many beaten up. I have Is this a guess?

Is it a game? What stock's been beaten up all year? Oh, we lost him. Okay. You know what? I think we should I think we should go to AJ. No. You know what? AJ, I love you. I wear your number. Bu, fresh off his interview with Nvidia CEO Jensen Hong. Kramer's giving you his take on the state of play for US chip makers doing business in China. Next. [.

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