Jim Cramer's Lightning Round: Talen Energy, Arm Holdings, and More Stocks

Stock Picks and Analysis

• 💡 Talen Energy is discussed, with Cramer suggesting it's okay despite a recent downturn, noting it's only down 1% for the year and recommending to buy some here.
• ❌ SailPoint is rejected by Cramer, who states he cannot tolerate that type of enterprise software right now, preferring Salesforce but acknowledging its daily punishment.
• ⚠️ Regarding First Solar, Cramer advises cutting losses if bought on margin, stating it's not good enough for 16 times earnings, though he likes the company.
• 🚀 Amprius Technology, which makes batteries for drones and satellites, is called an interesting spec and a good one after its pullback.
• 📈 Arm Holdings is a stock Cramer believes is a buyer's market, despite its recent decline, expressing confidence in CEO Rene Haas's job performance.

Other Stock Mentions

• ❌ Lithium Americas (ALB) is suggested as a safer alternative to another lithium stock, despite being up a lot.
• ✅ Dynavax Technologies is mentioned positively, with Cramer congratulating a caller on a nice bid from Santa Fe.
• ❌ Radiant Logistics is not favored; Cramer prefers FedEx for logistics companies.