Investment Recommendations - Suggests buying Dutch Bros (BROS) stock, currently at $53, with a plan to buy more in the $40s, anticipating it won't drop to the $30s [2] - Highlights American Bitcoin (ABTC) as a highly speculative investment with no current earnings, emphasizing the risk of losing the entire investment [4][5] - Expresses skepticism about Recursion Pharmaceuticals, an AI-powered drug discovery stock backed by Nvidia, citing its poor performance and the need for a proof of concept before recommending investment [6][7][8] - Awaits a "bounce" in Republic Services (RSG) and Waste Management (WM) stocks, despite their strong cash flow and dividend growth, due to rising long-term interest rates and pressure on infrastructure spending [8][9] Market Commentary - Notes the speculative froth coming out of Dutch Bros stock, which has fallen from $86 to $53 [2] - Mentions the potential impact of rising long-term interest rates and infrastructure spending pressure on Republic Services [8]
Lightning Round: Investors entitled to pick one speculative stock, says Jim Cramer
CNBC Televisionยท2025-09-26 00:22