Bloom Energy: "Way too speculative for me. If we're doing power management, I'll do Generac on the power side, I'll do Eaton on the management side, not Bloom — too dicey.
Magnite: "I think that's just a pure spec. … You can go to these outfits now and get a fraction of a share. I am urging you, rather than go that way, buy a fraction of a share in Alphabet, which is Google. They are crushing it. They are like the Lakers."
Oracle: "I think Oracle's fine. I prefer Salesforce."
AT&T: "Let's give it one more quarter, and then we can buy. I need to see one more quarter to see what that balance sheet looks like."
Disclosure: Cramer's charitable trust owns shares of Salesforce and Alphabet.
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