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When it comes to investing, Jim Cramer told his Mad Money viewers Thursday that there's no room for second guessing. Sometimes, your winners turn into losers and sometimes the winners get away. That's why Cramer listed 10 stocks he wished he'd been recommending a lot harder than he has.

First up was Eli Lilly (LLY) - Get Eli Lilly and Company Report , which traded for $77 a share last year, but now trades for $126. Internet messaging kingpin Twilio (TWLO) - Get Twilio, Inc. Class A Report has seen its shares rise 256% over the past 12 months and Cramer said he should have been recommending this stock harder as well.

Other cloud names included Intuit (INTU) - Get Intuit Inc. Report , Roku (ROKU) - Get Roku, Inc. Class A Report , ServiceNow (NOW) - Get ServiceNow, Inc. Report , Splunk (SPLK) - Get Splunk Inc. Report and VMWare (VMW) - Get VMware, Inc. Class A Report .

Rounding out Cramer's list was Etsy (ETSY) - Get Etsy, Inc. Report the online marketplace that, it turns out, can compete just fine with Amazon (AMZN) - Get, Inc. Report , and Boeing (BA) - Get Boeing Company Report , the gravity-defying industrial giant that can overcome even a trade war with China.

Cramer said he should have been recommending every one of these great companies every night.

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Be Selective 

You can't chase every stock in a hot sector higher, Cramer warned viewers. You need to be disciplined and only stick with best of breed. When it comes to the cannabis stocks, best of breed means Canopy Growth (CGC) - Get Canopy Growth Corporation Report , Cronos Group (CRON) - Get Cronos Group Inc Report and GW Pharmaceuticals (GWPH) - Get GW Pharmaceuticals Plc Report .

Cramer said he trusts Constellation Brands (STZ) - Get Constellation Brands, Inc. Class A Report , which made a $4 billion investment into Canopy Growth. He's also encouraged by the many backers of Cronos. Meanwhile GW Pharma, which appeared on last night's show, is a drug company with products approved by the FDA.

The Chinese stocks are another hot sector, Cramer said, and here the best of breed players are Alibaba (BABA) - Get Alibaba Group Holding Ltd. Report , the Amazon of China, and (BIDU) - Get Baidu Inc. Report , the Google of China, a country where Alphabet (GOOGL) - Get Alphabet Inc. Class A Report no longer operates.

"Stick with the best and leave the rest," Cramer concluded.

On Real Money, Cramer keys in on the companies and CEOs he knows best. Get more of his insights with a free trial subscription to Real Money.

Executive Decision: Amazon Web Services

For his "Executive Decision" segment, Cramer sat down with Andy Jassy, CEO of Amazon Web Services, the Internet services giant with $25 billion in sales and a 47% growth rate.

Jassy said even with Amazon's huge market share and stunning growth, we're still in the early days of companies adopting the cloud. And the rest of the world, he added, is two to three years behind the U.S.

When asked about why companies move to AWS, Jassy explained that the conversation starter is always cost. Instead of investing in servers and data centers, a company can simply spend for only what they use and have the flexibility to ramp up and down as needed. But beyond cost are speed and agility, he said. It takes time to build your own applications, but with AWS you can spin up services in just minutes.

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AWS has helped usher in a new golden age of computing, one where companies can focus on innovation and changing their customer experiences for the better rather than maintaining the status quo. This has helped countless companies, like the ride-sharing service Lyft, grow far faster than they could have otherwise. Jassy said the cloud changes how innovation happens.

Finally, when asked about their transition away from legacy database systems like Oracle (ORCL) - Get Oracle Corporation Report , Jassy said AWS has migrated about 88% of their platform off of Oracle so far. He added that it turns out "it's a lot of work" to leave Oracle. 

Executive Decision: Nomad Foods

In his second "Executive Decision" segment, Cramer spoke with Stefan Descheemaeker, CEO of Nomad Foods (NOMD) - Get Nomad Foods Ltd. Report , the European packaged foods maker with shares that rallied 6.6% Thursday.

Descheemaeker said Nomad continues to invest in quality and in their stable of brands. This has given them pricing power to help fend off rising commodity costs. Neatly 40% of the company's business now stems from frozen fish products with another 20% from frozen vegetables, including Bird's Eye, a brand the company purchased.

When asked about changing consumer tastes, Descheemaeker explained that millennials want health and wellness, convenience and affordability, all of which are perfectly aligned with frozen foods. He said the same trends are being seen in both the U.S. and in Europe.

Turning to the topic of Brexit, Descheemaeker assured investors that Nomad customers will continue to be well served no matter what the outcome. He said inventories and supply chains are being adjusted to meet whatever comes next.

Off the Tape: Informatica 

In his "Off The Tape" segment, Cramer sat down with Anil Chakravarthy, CEO of privately held Informatica, the enterprise cloud data management company with $1.2 billion in revenues.

Chakravarthy said Informatica is helping to provide AI-powered intelligence services. He explained that services like (CRM) - Get, inc. Report , Adobe Systems (ADBE) - Get Adobe Inc. Report and Workday (WDAY) - Get Workday, Inc. Class A Report all provide the front-end to data services, but behind the scenes, Informatica helps provide common data platforms on which AI and machine learning can be performed.

For example, after the hurricane knocked out drug compound production in Puerto Rico last year, the FDA was able to use Informatica products to determine which drugs would be impacted and shift supply chains to ensure that critical medications would continue to be produced in the U.S.

Life sciences has been a big market for Informatica, Chakravarthy added, as these companies have mountains of patient data, clinical data, provider data and data for all of the compounds and drugs they're studying. 

Lightning Round

In the Lightning Round, Cramer was bullish on Crown Castle (CCI) - Get Crown Castle International Corp Report , Expeditors International (EXPD) - Get Expeditors International of Washington, Inc. Report , Nike (NKE) - Get NIKE, Inc. Class B Report , Schlumberger (SLB) - Get Schlumberger NV Report and Alteryx (AYX) - Get Alteryx, Inc. Class A Report .

Cramer was bearish on Lumentum Holdings (LITE) - Get Lumentum Holdings, Inc. Report .

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At the time of publication, Cramer's Action Alerts PLUS had a position in AMZN, GOOGL, SLB, CRM.