Cramer's lightning round: 'I say yes' to MP Materials

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Monarch Casino & Resort's year-to-date stock performance.

Monarch Casino & Resort: "I do not know that casino...I think I should check out Monarch. I am going to...figure out why this stock has had just such an amazing run."

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Ciena's year-to-date stock performance.

Ciena: "I think up 100% is a little bit too hot for me, so I'm gonna have to hold off."

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Applied Digital's year-to-date stock performance.

Applied Digital: "The problem there is you've got a stock that is making no money in a market where many people are making money and people are switching from the losers to the winners. I'm going to say no to Applied Digital."

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Flagstar Bank's year-to-date stock performance.

Flagstar Bank: "I'm going to give you a hold...There's nothing special. It's not making all that much money, it doesn't have that big of a dividend. No reason to buy it."

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MP Material's year-to-date stock performance.

MP Materials: "It's the only one in that whole area I really bless because they've got the government's backing, and they have really good, solid management and they're doing a huge number of good things. So I say yes to that one."

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Fermi's year-to-date stock performance.

Fermi: "Now that is one that I can't bless at all...I don't want you in that stock."

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