Jim Cramer Recommends Buying Oklo Inc., Calls Kodiak Sciences a "Pure Spec" Stock.

Jim Cramer recommends buying Oklo Inc. and Carrier Global Corporation, citing better-than-expected earnings and a low valuation. Kodiak Sciences is a "pure spec" stock and Texas Pacific Land Corporation is not a good investment due to disappointing sales results. Cramer advises against investing in Kodiak Sciences, but notes that those who like the company should be prepared to accept the risks.

Jim Cramer, host of CNBC's "Mad Money," shared his insights on various stocks during the latest "Mad Money Lightning Round" [1]. Among the stocks discussed, Oklo Inc. (NYSE:OKLO) and Carrier Global Corporation (NYSE:CARR) received favorable recommendations, while Kodiak Sciences Inc. (NASDAQ:KOD) and Texas Pacific Land Corporation (NYSE:TPL) were advised against.

Oklo Inc. (NYSE:OKLO)
Cramer highlighted Oklo as a "buy" recommendation, citing the company's focus on advanced fission power plants and nuclear fuel recycling technology [2]. He noted that the stock's significant gains are due to a "pro-nuke" administration, suggesting that the company's potential aligns with current political and regulatory trends. Oklo's stock performance has been notable, with a year-to-date gain, and the company's innovative approach to nuclear power could position it for growth in the clean energy sector.

Carrier Global Corporation (NYSE:CARR)
Cramer also recommended Carrier Global, noting that the stock is "too low" and advised investors to "do some buying" [1]. The company's better-than-expected second-quarter earnings report bolstered Cramer's confidence in the stock, with shares rising by 0.7% on Tuesday, August 26 [3]. Carrier Global's focus on technology and communications services could make it an attractive investment for those looking for growth in these sectors.

Kodiak Sciences Inc. (NASDAQ:KOD)
Cramer classified Kodiak Sciences as a "pure spec" stock, advising caution for investors [3]. While the company posted a second-quarter loss, Cramer acknowledged that it could be an acceptable risk for those who are willing to take it. Kodiak Sciences operates in the utilities sector, which may appeal to investors seeking exposure to this sector, despite the higher risk associated with the stock.

Texas Pacific Land Corporation (NYSE:TPL)
Cramer was not positive about Texas Pacific Land, advising against investing in the stock due to disappointing sales results [3]. The company reported worse-than-expected second-quarter sales, with an earnings per share of $5.05 falling short of analyst estimates of $5.48. Institutional investors, such as Candriam S.C.A., have increased their stakes in Texas Pacific Land, reflecting a growing interest in the company [4]. However, the stock's recent performance and earnings miss may indicate that it is not a good investment at this time.

Conclusion
Jim Cramer's insights provide valuable guidance for investors, highlighting the potential in Oklo and Carrier Global while cautioning against Kodiak Sciences and Texas Pacific Land. As always, investors should conduct their own research and consider their risk tolerance before making investment decisions.

References:
[1] https://www.cnbc.com/2025/08/26/cramers-lightning-round-oklo-is-a-buy.html
[2] https://finance.yahoo.com/news/jim-cramer-highlights-risks-behind-033654508.html
[3] https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/08/47353477/jim-cramer-kodiak-sciences-is-a-pure-spec-stock-recommends-buying-this-utilities-stock
[4] https://www.marketbeat.com/instant-alerts/filing-candriam-sca-has-216-million-stake-in-texas-pacific-land-corporation-tpl-2025-08-24/