Lightning Round: Coherent is a winner, says Jim Cramer
Speakers
Jim Cramer
— Host, Mad Money
Sam
— Caller
Summary
Jim Cramer answered callers' stock questions in the Lightning Round, giving positive views on Steel Dynamics, Nucor, Royalty Pharma, and Coherent while telling a Lucid investor to take the loss. He preferred Rivian over Lucid for exposure to newer EV makers, warned against Sable Offshore, and said Venture Global has not delivered and will not deliver. He also declined to give a view on New Era Energy and praised Mary Barra without making a stock call.
- Cramer favored Steel Dynamics and Nucor, citing US strength and tariffs.
- He praised Royalty Pharma's biotech funding model.
- He called Coherent a winner and advised buying dips.
- He told a Lucid holder to take the loss and said Rivian is the better new EV maker.
- He warned investors away from Sable Offshore.
- He said Venture Global has not delivered and is unlikely to deliver.
- He had no view on New Era Energy and needed more work.
- He praised Mary Barra but did not discuss General Motors stock.
Ideas
Steel Dynamics and Nucor benefit from tariffs.
Cramer likes both Steel Dynamics and Nucor as excellent steel companies and sees them as a terrific buy because America is doing well and tariffs are working in their favor.
Loves Royalty Pharma's biotech funding model.
Cramer loves Royalty Pharma's business model of helping fund biotech and earning returns, says the stock just keeps going higher and calls it a terrific company.
Coherent is a winner; buy dips.
Cramer says Coherent is so good now, its technology is really good, it is a winner despite the stock's run, and he would use any dip to buy more.
Take the loss on Lucid Group.
For a caller deep in the red on Lucid Group, Cramer repeatedly says to take the loss, signaling he sees the stock as a broken position rather than one to hold.
Rivian is better than Lucid.
Cramer says if investors want exposure to newer EV makers, Rivian is better than Lucid and is the one to be in, although he personally does not like that group.
Avoid Sable; not a great company.
Cramer says Sable Offshore is not a great company, not a great oil service company, and not a great oil company, telling the caller to stay away and get out of the stock.
Venture Global won't deliver; avoid.
Cramer says he and his team do not like Venture Global because the company did not deliver and they do not think it will deliver at all.
