Cramer did not say this is a bad stock. In fact he said it is a good company. He just pointed out that now that this company is earning billions of dollars it will be held to a higher standard (of performance) as opposed to SCTY - which makes NO MONEY - so people can say ANYTHING about its future value. Maybe it will happen maybe it won't. SCTY is a mo-mo stock and people love to speculate. Cramer did not say FSLR was a buy (in his opinion) but he did call it a REAL solar stock.
at just 25% q growth (less than half of what it is doing) FB will make 50b sales, 8b in profit BEFORE TWTR makes a penny profit. TWTR is currently valued 3x FB based on P/S and P/B - there are no earnings from TWTR to compare P/E