Twilio: "We had to cut and run after some profit and some loss for the charitable trust because we didn't like what happened with the last quarter. I'm going to have to say wait, it can go lower."
ChemoCentryx: Cramer needs to do homework
Cardlytics: To me it's just a very good fintech stock and they don't like fintech anymore. There are so many blue-chip stocks that yield a lot that are good. We're going to pass on that."
Trade Desk: "This is a high-growth stock that will bounce back. Right now people are worried about advertising. It's exactly what I'm thinking about doing, but please buy it in" increments each quarter.