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On CNBC’s "Mad Money Lightning Round," Jim Cramer said Tri Pointe Homes, Inc. (NYSE:TPH) is "still good. I do prefer Toll Brothers, Inc. (NYSE:TOL), and I prefer Lennar Corporation (NYSE:LEN), but I’ve got to admit the guys at Tri Pointe have really put together a fabulous business plan, and housing continues to go up in price no matter what the Fed does."
When asked about Palantir Technologies Inc. (NYSE:PLTR), he said, "I had been against Palantir for some time until they put together a terrific quarter, and I told the CFO that, and I think they should come on because the stock’s going higher."
Cramer said Super Micro Computer, Inc. (NASDAQ:SMCI) is a "good one, but you know it’s second to NVIDIA Corporation (NASDAQ:NVDA) as a way to play AI."
"Got a big menu there, lot of choices, that’s OK," Cramer said, when asked about The Cheesecake Factory Incorporated (NASDAQ:CAKE). "My take is that Chipotle Mexican Grill, Inc. (NYSE:CMG), down a lot today, is the one you want to go with."
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Jim Cramer recommended holding Merck & Co., Inc. (NYSE:MRK). "I think Merck is re-inventing itself and is doing a terrific job," he added.
The "Mad Money" host said that Copa Holdings, S.A. (NYSE:CPA) is "impressive."
Cramer said Rocket Lab USA, Inc. (NASDAQ:RKLB) is losing money. "Let’s move on from Rocket Labs," he added.
When asked about Kearny Financial Corp. (NASDAQ:KRNY), he said, "OK, that’s making a comeback, but I’ve got to tell you, if you’re going to be in the lower quality ones, you probably want to be in Key, which isn’t that bad, but otherwise Wells Fargo & Company (NYSE:WFC) just announced a gigantic buyback. Why not go with Wells."
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Posted In: CAKE CMG CPA KRNY LEN MRK NVDA PLTR RKLB SMCI TOL TPH WFC
