Lightning Round: I don't want to buy enterprise software right now, says Jim Cramer

Stock Recommendations & Analysis - By Marin's orphan drug model is losing its effectiveness [1] - Union Pacific stock is a buy due to onshoring and tariffs [4][5] - GitLab (GTL) is not favored in the current enterprise software environment due to high expenses, Oracle is preferred because of data center [5][6] - AR Pharmaceuticals is a potentially good investment due to its epinephrine nasal spray and recent contract, but it's considered a flyer dependent on technology acquisition [8][9] - Newscale is currently at a high price, and a stock offering would be a better buying opportunity [10][11] Company Specific Information - Arlo Technologies (home security cameras) is approaching its all-time high, but it requires further analysis [2] - AR Pharmaceuticals received FDA and EU approval for an epinephrine nasal spray and has a $145 million upfront payment contract [7][8] - Newscale is being discussed, but its current price is considered high [10] General Market Sentiment - The orphan drug model may not be as effective as it once was [1] - Onshoring and tariffs are expected to positively impact the transport industry, particularly Union Pacific [4] - Collaborative enterprise software stocks are currently not favored due to high expenses, data center companies are preferred [6]