Cramer's lightning round: 'Do not own' MFA Financial
"Mad Money" host Jim Cramer rings the lightning round bell, which means he's giving his answers to callers' stock questions at rapid speed.

TL;DR
- Jim Cramer reviewed several stocks in the "Mad Money" lightning round.
- He advised against investing in AppLovin due to its competition with Alphabet.
- Cramer strongly recommended against owning MFA Financial, calling its stocks 'horrendous'.
- He expressed a liking for Vale S.A., suggesting it as a hedge against inflation.
- Defense stocks, including Kratos Defense & Security Solutions, were avoided by Cramer.
- Twilio was deemed 'valued correctly,' offering no clear upside or downside.
- Compass Pathways was advised against due to competition from Johnson & Johnson.
- Cintas was identified as a 'terrific company' that Cramer would want to own, despite its recent run-up.