Cramer's Lightning Round: Waste Management is 'fantastic'

Arthur J. Gallagher’s year-to-date stock performance.

Arthur J. Gallagher: “That is just a solid company…Sometimes stocks are just kind of just quietly going up, and that’s one of them.”

Nu Holdings’ year-to-date stock performance.

Nu Holdings: “I’m not going to repeat my, my bullishness on it. Would be a mistake.”

Waste Management’s year-to-date stock performance.

Fubotv’s year-to-date stock performance.

Fubotv: “…I’m going to have to say ‘ix-nay.’”

AllianceBernstein’s year-to-date stock performance.

Occidental Petroleum’s year-to-date stock performance.

Western Digital’s year-to-date stock performance.

Applied Materials’ year-to-date stock performance.

Applied Materials: “…I’ve got to tell you, capital equipment is so tied up with China that I can’t just get behind it anymore, even though I love these companies.”