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AeroVironment’s year-to-date stock performance.

AeroVironment: “Even though the stock’s down 40%, the competition in their particular niche of defense work is so strong that I just have to say not yet.”

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Rocket Companies’ year-to-date stock performance.

Rocket Companies: “My problem is that every time I’ve tried to imagine that, I’ve been wrong, and so I am not going to do that on this show. It’s been a mistake, and I’m not going to double down.”

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MP Materials’ year-to-date stock performance.

MP Materials: “I think it makes sense. Look, we know we need those critical materials. That’s the single best, most investable play in the situation. But I don’t expect anything to happen very soon, and that’s the problem.”

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Howmet Aerospace’s year-to-date stock performance.

Howmet Aerospace: “It’s being viewed as the best way to play aerospace because all the others are so fraught with difficulty, I say hold on to it or buy some.”

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AtaiBeckley’s year-to-date stock performance.

AtaiBeckley: “I’m not sure there’s a lot of upside. When I do a spec, I want max upside and I’m not sure that will give you that kind of thing.”

Lightning Round: Not yet, not now for AeroVironment, says Jim CramerJim Cramer’s Guide to InvestingChoose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.