Name: Lightning Round: Shell is 'just an ok oil company', says Jim Cramer
Uploaded: 2026-01-21T01:00:48+00:00
Duration: 366 s

Speakers

Jim Cramer — Host, Mad Money

Summary

Jim Cramer answered caller questions in the Mad Money Lightning Round, giving views on several individual stocks. He advised taking profits in ImmunityBio after a big FDA-driven run, called Pan American Silver the best silver miner but said to wait for a better entry, and blessed a scaled-in KLA purchase after a sharp drop. He also called Firefly Aerospace too speculative, Shell merely an okay oil company while saying he does not care for oils, Allegion a good inexpensive buy-on-weakness name, and Procore and enterprise software under pressure from AI tools like Claude.

Cramer hosted the Lightning Round and took questions on individual stocks.
He recommended taking partial profits in ImmunityBio after its FDA-related surge.
He called Pan American Silver the best silver miner but urged waiting for a pullback.
He blessed starting a scaled position in KLA after its sharp one-day decline.
He said Firefly Aerospace is too speculative and prefers space/defense names with earnings.
He called Shell just an okay oil company and said he doesn't care for oil stocks broadly.
He viewed Allegion as a good, inexpensive electronic security company to buy on weakness.
He warned that Procore and enterprise software face AI-driven disruption pressure.

Ideas

Jim Cramer Host, Mad Money 0:50

Take profits after huge FDA run.

Cramer thinks ImmunityBio has already had a gigantic run off its FDA meeting and advises taking profits in some, but not all, of the position because the stock is up so much.

Jim Cramer Host, Mad Money 1:14

Best silver miner, but wait for pullback.

Cramer calls Pan American Silver the best silver mining company, but warns the stock has run up so much that starting a position now is worrisome; he would wait for a day when it is not up 3% or 4% to get a better entry price.

Jim Cramer Host, Mad Money 1:45

Buy KLA after today's huge drop.

Cramer calls KLA an incredibly well-run semiconductor capital equipment company. Although the stock is up hugely, he blesses starting a position because it was down huge today and investors would not be buying at the top; he suggests buying 15-20 shares tomorrow if you wanted 100 shares.

Jim Cramer Host, Mad Money 2:37

Firefly is too speculative for Cramer.

Cramer says space and defense continues to attract interest, but he now wants companies with some earnings rather than speculative names, and he thinks Firefly Aerospace is a little too speculative for him.

Jim Cramer Host, Mad Money 3:11

Shell is just an okay oil company.

Cramer views Shell as just an okay oil company and nothing more, which is the problem, and he does not really care for oil equities even though they are not speculative.

Jim Cramer Host, Mad Money 3:15

Doesn't care for oil stocks broadly.

Cramer says he does not really care for the oils broadly, preferring to stay away from oil equities even though he notes they are not speculative.

Jim Cramer Host, Mad Money 3:39

Good, inexpensive security company; buy weakness.

Cramer calls Allegion a good electronic security company that is not that expensive. He says it is the kind of company you can buy into weakness without feeling like you're going to get your head blown off, unlike many stocks up 50-80% year-to-date.

Jim Cramer Host, Mad Money 4:23

AI pressure threatens Procore and enterprise software.

Cramer says Procore and enterprise software are under tremendous pressure because people think they can use Anthropic's Claude to create the same software products they are paying a fortune for. He is unsure whether Procore can be easily copied, but says the problem with these stocks will not let up and investors need to be careful.

Lightning Round: Shell is 'just an ok oil company', says Jim Cramer

Summary

Ideas

Up Next