TheStreet's Action Alerts PLUS Co-Portfolio Manager Jim Cramer says if Twitter tells investors to focus on monthly average users and the number is declining, the social network needs to change its interface to make it more appealing to users. Cramer says if Twitter is focused on users and not advertising, then the stock should be valued on earnings and should be lower. On the other hand, Cramer says the "sky is the limit for Yelp." Yelp has leverage because it doesn't cost a lot of money for the company to add ads and subscribers since the content is user-generated and free.

At the time of publication, Cramer was long ___.

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