"This a reacceleration of earnings," Jim Cramer said.
The CNBC Investing Club's preferred cybersecurity stock is Palo Alto Networks .
Pepsi shares fell nearly 3% Friday.
"Going back to the office has really hurt" Pepsi, Jim said, because consumption habits have shifted away from the home toward more on-the-go situations, like buying snacks and drinks at convenience stores.
"The long knives are out for Max Levchin," Jim said, referring to Affirm's CEO and co-founder.
Persons:
Jim Cramer, Jim, Bitcoin, Pepsi, Max Levchin
Organizations:
Department of Commerce, CNBC, Palo Alto Networks, Coinbase, PepsiCo, Pepsi