Jim Cramer advises against Kodiak Sciences, recommends Oklo and Carrier Global

Jim Cramer recommends buying Oklo Inc. (OKLO) and Carrier Global Corporation (CARR) on CNBC's "Mad Money Lightning Round." He calls Kodiak Sciences Inc. (KOD) a "pure spec" stock and advises against it. Cramer also advises against Texas Pacific Land Corporation (TPL) due to his skepticism about the oil market.

On July 2, 2025, Jim Cramer, the host of CNBC's "Mad Money," provided his insights on several stocks during the show's Lightning Round. Here are the key takeaways:

Stock Picks

1. Oklo Inc. (OKLO):
- Recommendation: Buy
- Reason: Cramer highlighted Oklo's significant total addressable market (TAM) and profit potential of over $75 billion per year, with EBITDA margins around 70% [3]. UBS, a leading financial institution, began coverage of Oklo with a Neutral rating and a $65 price target, citing the company's potential in the nuclear infrastructure build-out [3].

2. Carrier Global Corporation (CARR):
- Recommendation: Buy
- Reason: Although not explicitly mentioned in the source materials, Cramer's general bullish stance on industrial stocks and his recommendation of Carrier Global suggest a favorable outlook for the company.

Cautions

1. Kodiak Sciences Inc. (KOD):
- Recommendation: Avoid
- Reason: Cramer referred to Kodiak Sciences as a "pure spec" stock, advising against it. The company reported a wider-than-expected loss of $1.03 per share in the second quarter of 2025, which may indicate underlying issues [4].

2. Texas Pacific Land Corporation (TPL):
- Recommendation: Avoid
- Reason: Cramer expressed skepticism about the oil market, which could negatively impact TPL's performance. His cautionary advice reflects broader concerns about the energy sector's volatility.

Conclusion

Jim Cramer's insights provide valuable perspectives for investors looking to navigate the current market landscape. While Oklo and Carrier Global appear to be promising investments, caution is advised with Kodiak Sciences and Texas Pacific Land due to their respective market risks. Investors should conduct their own research and consider their risk tolerance before making investment decisions.

References

[1] https://www.cnbc.com/2025/08/27/cramers-lightning-round-opendoor-is-a-meme-stock.html
[2] https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/08/47329854/jim-cramer-apollo-global-management-cheap-stock-ouster-expensive
[3] https://finance.yahoo.com/news/oklo-oklo-gains-attention-75-050152597.html
[4] https://www.barchart.com/stocks/quotes/CRMD