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Lightning Round: Oklo is a good company, says Jim Cramer
CNBC Televisionยท2025-08-06 23:57

Stock Recommendations & Analysis - Salesforce (CRM): The analyst is hesitant to recommend Salesforce due to the current downturn in enterprise software companies and prefers to wait for the next quarter's results [2] - ARKO: The analyst views ARKO favorably, particularly its nuclear power strategy, considering it a potentially good buy at a $12 billion valuation, but advises caution due to its significant 290% increase [3] - Quantumscape: The analyst expresses a negative view on Quantumscape, citing concerns about the company's continued losses [4] - Melio (n I o): The analyst suggests avoiding Melio, believing there are better investment opportunities available and that the market is currently oversaturated [5] - Riot: The analyst considers Riot too risky [6] - Advanced Micro Devices (AMD): The analyst views the pullback in AMD's stock as a buying opportunity, expressing confidence in Lisa Su's leadership and the company's prospects [8] - Nvidia Competitor (My 400): The analyst recommends buying shares of AMD, suggesting there is room for both AMD and Nvidia to succeed in the market [9] - Intuitive Surgical (ISRG): The analyst likes Intuitive Surgical as a company but is hesitant to strongly recommend buying due to its recent stock performance, suggesting a small purchase is acceptable [10][11] General Market Sentiment - The analyst acknowledges the difficulty in providing definitive stock recommendations in the current market conditions [2] - The analyst emphasizes a preference for companies that are not consistently losing money [4]