Roku: "[CEO] Anthony Wood came on this show about 150 points ago. He told a very compelling story about how they've got subscriptions and ads. I like both businesses, so, therefore, even up here, I still like Roku."
Tapestry: "Tapestry's OK. I like the album more than the stores."
XPeng: "Alibaba. Just buy that one. If you don't like that, then buy JD. We don't want to go downscale, we want to go upscale."
Vornado Realty Trust: "I think that you're in the best of a bad neighborhood. You are in the house of pain."
Applied Materials: "I like that company. I do like Lam Research a little more, but that's OK.
Piedmont Lithium: "Very dangerous, but if you want to speculate, I've got no problem."
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Cramer's lightning round: 'I still like Roku' - CNBC
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