Lightning Round: Stay away from aluminum, says Jim Cramer

White Room Callers Summary

Key Concepts: ResMed (RMD), Twilio (TWLO), NiSource (NI), Reddit (RDDT), Alcoa (AA), Alphabet (GOOGL), GLP-1 drugs, Customer Engagement AI, Regulated Utilities, Insider Selling, Tariffs on Steel and Aluminum, Artificial Intelligence, Cloud Computing.

ResMed (RMD)

• Caller: Elaine from Georgia, a long-term viewer and small investor, whose company provides CPAP machines for sleep apnea.
• Question: What is Cramer's opinion on ResMed (RMD)?
• Cramer's Response: He initially had reservations about ResMed due to GLP-1 drugs, but Mike Farrell convinced him otherwise. He now likes the stock and trusts Farrell's judgment.

Twilio (TWLO)

• Caller: Roger from Jacksonville, Florida, inquiring about Twilio, a customer engagement AI company that missed its last quarter.
• Question: What is Cramer's opinion on Twilio (TWLO)?
• Cramer's Response: Cramer believes the hype around Twilio is too great and the field is too crowded. He advises against buying it.

NiSource (NI)

• Caller: Dave from Illinois, praising Cramer and highlighting NiSource, an $18 billion regulated natural gas and electricity utility operating entirely in the US. The stock is up 6% year-to-date and has low beta.
• Cramer's Response: Cramer has liked NiSource for a long time, even recommending it during his time at Goldman Sachs. He appreciates its consistency and agrees it's a good stock.

Reddit (RDDT)

• Caller: Ian from Florida, an Investing Club member, asking about Reddit, a stock that has fallen from a 52-week high of $230 to around $115, with recent insider selling.
• Question: Is it a good time to invest in Reddit (RDDT)?
• Cramer's Response: Steve Huffman did a good job. The stock was gunned ahead of the quarter, making it impossible to meet expectations. Now that it has come down, Cramer believes it's a good time to start a position. He advises waiting for a dip after the stock's 6% increase that day.

Alcoa (AA)

• Caller: Henry from New York, inquiring about the impact of tariff talks on steel and aluminum, specifically focusing on aluminum.
• Question: What is Cramer's opinion on Alcoa (AA) given the tariff situation?
• Cramer's Response: Cramer is worried about aluminum, which has been down for three straight weeks. This does not bode well for Alcoa, and he advises staying away from the stock.

Alphabet (GOOGL)

• Caller: Eric from New Jersey, mentioning a shoutout to his roommate, an Eagles fan, and asking about Alphabet, which is down about 20% from its all-time highs and is catching up in artificial intelligence with a recent acquisition in cyberspace to synergize with cloud computing.
• Question: What is Cramer's opinion on Alphabet (GOOGL)?
• Cramer's Response: Cramer is concerned about Alphabet's acquisition of "the Wiz" (presumably a reference to an AI company). He expresses concern that he has stopped using Google, implying a potential decline in its relevance.

Conclusion

The "White Room" segment covered a range of stocks, with Cramer offering quick buy/sell recommendations based on various factors, including company performance, market trends, and specific industry dynamics. He emphasized the importance of considering factors like GLP-1 drug competition (ResMed), crowded market spaces (Twilio), consistency (NiSource), post-hype corrections (Reddit), commodity price trends (Alcoa), and potential shifts in user behavior (Alphabet).