Cramer's lightning round: Applied Materials 'is the stock to watch'
British American Tobacco : "I don't recommend tobacco stocks."

Nano Dimension : "Everyone loves 3D because Cathie Wood loves 3D. If Cathie Wood loves 3D, then I love 3D."

Service Corporation International : "You can't invest in taxes, you can't invest in death. This is SCI. I think it's a good stock. Always have."

Generac : "That was an unbelievable quarter. They shot the lights out and I am a big believer of Generac and have been for ages."

UFP Industries : "It's right up there with Home Depot , it's right up there with Lowe's , I'm putting it up there with Trex and with Azek . It's just a good company and you've got horse sense, and so do your kids."

II-VI : "I think you've got a good idea."

Applied Materials : "This is the stock to watch because they reported an unbelievable quarter. One of the best quarters in the world ... I think this stock is going to make a stand at about $118 and at that price, buy."

Fast Acquisition : "I have to do more work."

Standard Motor Products : "I've always liked them. I like automotive. I don't understand why this stock has been stalled because automotive is so strong."

Baidu : "I like Alibaba. I can endorse going to Baidu because the stock is down so much. I don't know how much more they can throw at the darned thing."