Twitter management says investors should not be focused on advertising revenue but monthly active users. The only problem is the company's monthly active user growth is slowing, Cramer said. As a result, shares are down more than 20% on Thursday as investors reacted to the company's slower-than-expected growth.
Cramer suggested the company change its interface to make it more appealing and easier to use for Twitter newcomers. If this doesn't happen, and Twitter's monthly active users doesn't show meaningful growth, then Twitter will become an earnings-per-share story and the stock will trade lower.
"Yelp, on the other hand, has leverage," he said. It doesn't cost the company much to add more subscribers or advertisements. Also, Yelp's content doesn't cost anything because users willingly put in their own reviews.The stock is going to $100 and "the sky is the limit right now for Yelp," Cramer concluded. -- Written by Bret Kenwell in Petoskey, Mich. Follow @BretKenwell
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