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It is time to talk about the lightning round question but before we go on to the stock that I talked about the buy sell subject on course stock was that my favorite one of the lot and plenty of time. kiing Daddy come to lightning round question but start with Jeff in California. Jeff. Boo-ya Jim. Happy New Year.
Right at you. Same. What's happening? Uh this is Jeff from Walnut Creek, California. I'm a club member. Excellent. question's on Palo Alto Networks. I think that Nikesh Arora does a great job. I've slighted him too much. I said so many good things about CrowdStrike earlier. Palo Alto is a freaking company as well off its high.
I think it is a buy. Let's go to Randy in Washington. Randy. Boo-ya Jim. This is Randy from the small town of Rainier, Washington. This company had the best performing system stock where in 2025 the year of magic investing but I believe this is part of the same uh CrowdStrike group you talked this morning on Squawk.
It's down from a high of 141 in October with deals in place for Microsoft, Meta, and the Blackwell roll out. What are your thoughts on this company in the year of practical investing? Well, I'll tell you the other a younger person came younger person came to me. I asked me about stocks that were losing money.
Uh the other night at the Versus launch party. And he hadn't actually mentioned NetApp. And I said to him losing too much money. And I said you're young you can speculate on it. I person who's a little bit older too much risk to it. But I I blessed it for him because he's very young. Otherwise no. The opportunities are better elsewhere.
Let's go to Joe in New York. Joe. From Long Island. What's up? New Year Jim. Same to you. What's going on? Been following you since your radio days. Oh my god. 25 years. That's how you got it. And I'm older than you. No I There's someone older than me. Check that out. When I scroll down everywhere it always stops at 1955.
There's someone older than me that's sure. Check that. Do a fact check that. In any case I've been a follower of you and I I I read your books. Thank you. Rambus is the name of the stock. It's done well last year. I've had it for several years. Should I consider buying more? You know it always had great technology.
It always has. I always keep waiting for it to have like an explosive move. And by the way thank you for those kind comments. It hasn't but you know what? It's not that expensive versus growth rate. I'm going to I'm going to bless it for you. You've obviously done some homework and you've been around for a long time.
You know it's a good one. Let's go to Bob in Vermont. Bob. Hi Jim. Happy New Year. Happy New Year you Bob. I have a question about Wingstop which seems to have a lot of short interest right now. Well, that's because they did miss a quarter and they didn't give you good explanations. Since then it's been up and down.
We're struggling with Texas Roadhouse right now. Why? Because of cattle pricing. I have to tell you the ones that I do like though I like Texas Roadhouse. I I do like Yum it was downgraded today. I like McDonald's but I can't pound the tables I told Jeff Marks from the Investing Club my partner. I can't pound the table when we still have too high food inflation.
So I'm going to have to say no to Wingstop. 2026 could feature the biggest IPOs of all time but this could pose an unexpected danger to your portfolio. Cramer's sending out the warning nexed something? Head to madmoney.cnbc.com.
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