Cramer's lightning round: Kratos' stock rally proved the haters wrong
Kratos Defense & Security Solutions : "This is a very interesting one. We recommended it. We got a lot of hate mail, a lot of hate-tweets. A lot of people felt I didn't know what I was talking about. Well, the stock has been just a huge overachiever, but at this price, don't need it. Not going to push it here. We prefer to be in Raytheon . This is the cheapest defense stock. Why? Not dependent on U.S. buying. It's much more of an international play. They buy Patriot missiles as a way to placate our president."

Anheuser-Busch InBev : "Listen to me and listen good: We do not want Anheuser-Busch. What we want is Constellation Brands , STZ, and I mean it. Really, partner, you've got to be in STZ. That's the one that's going higher."

Alteryx, Inc. : "It's up more than 100 percent. It's almost like I should institute some rules. If it's up more than 100 percent, we kind of let it cool. I'd say this one is one of those that I talked about at the top of the show — 7 to 10 percent pullback, totally realistic. Let it happen and then do a little picking."

Walker & Dunlop : "It doesn't have a good yield. It is an inexpensive stock, but I have no edge. We liked CBRE for a while. That's OK. But it just doesn't have what it takes right here. It just doesn't."

Johnson Controls International : "Johnson Controls is problematic. A series of bad quarters, a new CEO, new guy comes in after that, not demonstrably successful yet. We need to see more. The proof is in the pudding and we don't have any proof yet. I don't like this industrial. It's one of the few industrials that I'm just not a backer of."

Nektar Therapeutics : "I think it's a great spec. It's got a big pipeline of drugs. You know, look, the speculative stocks aren't working that well right now, but I don't want to sell the stock here. I think that would be a big mistake."

Align Technologies : "Align Technologies is Invisalign. This is a stock everybody knows I like. It's up 60 percent. It's only down a few percent from its high. This stock is too hot. If this goes to $335, $340, buy, buy, buy. Staged buys; nothing aggressive. We don't know how long this [sell-off] is going to last."