KEY POINTS
  • "Roku and The Trade Desk are both high-flying momentum stocks that benefited enormously from cord-cutting, but because Roku's more consumer facing, people reflexively buy this one as the true cord-cutting play," CNBC's Jim Cramer said.
  • "With 30 million users of its own, Roku has a lot of heft, a lot of influence. That's generally a good thing, but it also means they're increasingly more likely to be seen as a competitor than a partner," the "Mad Money" host said.
  • "The Trade Desk, on the other hand, is still a pure facilitator. They can work with anybody," he said.

CNBC's Jim Cramer on Monday called The Trade Desk a "more enticing" play on the growing video streaming arena than Roku.

"Roku and The Trade Desk are both high-flying momentum stocks that benefited enormously from cord-cutting, but because Roku's more consumer facing, people reflexively buy this one as the true cord-cutting play," the "Mad Money" host said. "And, at this point, I much prefer the less well-known Trade Desk, which has better financials and I think is a better story."