Cramer's lightning round: Fermi 'should never have come public'

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Fermi's year-to-date stock performance.

Fermi: "It should never have come public. It's the kind of thing that got caught up in the mania. It came public, lost people a lot of money."

HEICO's year-to-date stock performance.

HEICO: "I don't want to put anybody anywhere near anything aerospace right now."

QXO's year-to-date stock performance.

QXO: "It's a housings play, it's a roofing play. I can't go against [CEO] Brad [Jacobs]. He's been too successful, but man, it has been [a dog]."

Grab Holdings' year-to-date stock performance.

Grab Holdings: "I don't know what's going to turn that thing around."

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