>> you thought the chiefs would win in buffalo. once again, you are right, and you mentioned it -- you have your apprehensions about baltimore this weekend. we'll get into it at the end of the week. palo alto networks, mels. >> thank you for watching "fast money." don't go anywhere. my mission is simple. make you money. i am here to level the playing field for all investors. there is always a bull working somewhere, and i promised to you find it. mad money starts now. hello, i am jim cramer. welcome to mad money. i'm just trying to make a little money. my job, not just to entertain, but to educate and teach. you call me at 1-800-743-cnbc. or tweet me at jim cramer. and then there were six. the magnificent ones, the seven

stalks reminding people of the fabulous movie where seven of the most -- fighters went to mexico to save a village from some vicious bandits. that little magnificent 7 moniker might have reached the end of the line. this last -- not all seven are still magnificent. i think that it is time to accept the tesla has been shot. [sound of gunfire] the first gunfighter to go down in the movie. they renamed the group, perhaps the super six? or search for a replacement. at the end of the market, gaining 138, points up both record highs. the nasdaq, 32.3%. i think that it's time we think for a magnificent piece shuffle. i don't do this easily. you know that i respect the work of elon musk. a respect tesla. first, why does tesla have to leave? beyond the creative license of cement attic analogy, because it was a $299 last year, now

108. 666 billion, dollars while off of the trillion dollar goalpost that we want these companies to have, at least get close to. it doesn't help the tesla stock has fallen 16% year to date. by comparison, standout nvidia, look at this, 21%. the other five are all in the black. look at these numbers. look at that number. that says it all. maybe two days from tesla, the business has peaked. this business is not going to make up for it. in the last few months, we've seen a host of elements to the tesla story, and it's even harder to turn a blind eye to them. we ignore it, but we should not anymore. flagging sales in china versus other chinese manufacturers, b y, t taking over as the largest vehicle maker in the fourth quarter sales. possible u.s. saturation. nobody's challenging the f-150 and sales anytime soon, and let's not forget the declining value of the cars themselves as we learn from hurts.

that shows the huge fleets of tesla's telling an untold story. that deserves more press. these electric vehicles are not keeping the value the way we thought they would. and they are not easy to repair. first time out, we're seeing their term earnings. none of this is really tesla's fault. i don't blame elon musk either. except for saying that they need the mistake of the company to take it to the next day high-level. a little too close to extortion for my taste. but until there are far more charging stations, and more battery power, until we get even bigger federal subsidies, the electric vehicle spaces challenged. i'm calling it challenged. unless musk can develop a battery that can go twice as far as normal industrial combustion gas tank. i don't think that's going to happen anytime soon. the magnificent 7 are nothing if not growth companies. tesla right now has hit a growth pause. the standards are high. high enough now to disqualify it from the seven bucks.

should we add a new name? what do we think? do we get it back to seven? keep it super six? it is not clear. we are seeing some incredible numbers from nvidia, that is for certain. there is a great piece are there by ben righteous, talking about how well nvidia is doing. ben has been the most vocal about how the company should be valued for its software, not just a hardware. it's very inexpensive, people only see the hardware side of the equation. he talks about how if you want your stocks to go up in value, all you need to do is affiliate yourself with nvidia and more dynamic play, including the a.i. interface software and dps cloud. that was unveiled march of last year. then has noticed a pattern that those who used the dj s file had seen some real success. of course, consider the halo effect. the more you affiliate with nvidia, the stock goes, up the more in filiation's it takes for the virtual circle. i know it -- then talks about how it might be google's turn to get the nvidia bump. and then one quarter, two

quarter delay, it will be amazon's turn. there is a serious impact, and it can't be ignored. the same way that meta platforms saw their stock took off when we heard to buy a boatload of nvidia chips. just like any major enterprise software company, most of the stocks in the company or higher. stuff like this is what sets it apart, meta, but platforms, microsoft. by the, way it was a early adopter of meta. the magnificent, seven out, supersonic or soft has the copilot a, that number sitting in his pocket. as long as we know it's strong, it's tough to keep it there. -- about google search, i have, doesn't emmerson -- it's detail with everything else i hear about how ad dollars are being spent, i should say funneled right now to anything online, and not so much to on tv. the only thing missing if the understanding of instagram. apple's case as of, late surprisingly strong with the division bro. just reordering last week. 300,000, 800,000 to order.

but some analysts that i've never heard of said don't be misled. they say the priorities will mean very little, and the sales will be disappointing. all, right i said yes, -- that's a little bit bizarre. that's how apple's been the entire time. hated, scored, disrespected. i don't recommend stocks at around five. i have now come to believe that apple is just -- he can go higher. apple, if, it nvidia, microsoft, they are still magnificent. can anybody else join the group now if they are taken out? >> i want to keep the johnston -- how about eli willie? he is a drug dealer in this movie, -- threatens to be the most popular dragon history. you keep hearing about challenges. right now, it's a once in a weak shot. others, once in a month shot. others are working on a pit form, so is willie. willie has two things that the others don't. a head start on manufacturing, growing up with gigantic new

plans. and actual approval from the fda for its own formulation. that means that it has such an edge over the all of the other comers. except the one that got it approved to begin with. even if it does have a low scale. -- one of the best of their time with 12 boxes, could be the first trillion dollar drug company. right now, it's at nearly 600 billion. invested by health care, he knows what he's talking about. i think that at this moment, we are faced with two choices. tesla is a i coming through 600 billion. we can project what it might really be worth down the line, and ignore, it or we can wait until tesla reports on wednesday to see if the usual tesla fanboys, deeply offended, they find something they love about it. i would say, let's see what tesla does. if it falls, we can keep things at the super six level until willie reports on the sixth. if they can pull it out of a, had maybe they need to go to their magnificent demise. louis keeps making all new all-time highs as tesla's down

nearly 50% -- just two ships passing in the night? bottom line, we are ready no matter what. for the -- that is a real challenge of tesla's greatness. i don't see that going away anytime soon. pause, tony in florida. tony? >> hello, jim, how are you doing? >> i'm doing well. >> a big boo yeah. big homestretch today. >> we really going at it today. that's what i like. what's going on? >> i would like to talk to you at the end, basically we had three earnings beats, but electrified for earnings. if it goes back by after earnings, it's a starbucks. me, i would never stop drinking coffee. especially starbucks. >> yes, tony, that cappuccino. i'm with you. for those that did not listen to the home squish program that i have put on. it's an audio program with jeff,

my colleague. what we said with starbucks, they're going to be popular in the quarter. the stock is down from 93. if they blow the quarter, maybe it's not so bad. i like tony's approach, a little more, a little before they blow the quarter, then we see how it goes. let's go to blake in ohio. like? >> what's going on? >> i don't know, just watching the games like everybody else. what's happening with you? >> not too much. just kind of thinking about the browns, and joe flak throwing the ball around the moon. i was kind of getting into a space on the stock market. i wanted to talk about but aerospace. >> you, know spirit is too hard. sometimes i like to look at things as too hard not too hard. it is not a way for people to talk about. it is very visceral, it is very gut oriented. that's just too much of a battleground, too much things could go wrong. i will take a pass. let's go to blue in

pennsylvania. lou? >> greetings, jim. your neighbor in montgomery county. >> what street? >> i live near flower town. >> it was right next to you. i lived in springfield, you know what i mean. what is up? >> first of all, i'd like to talk to you must've the eagles. do you have any advice on that? >> the eagles? >> i love how he rose man. he will get us there. how about something easier? a stop. >> my stock is a large pharmaceutical, a company that has been around for about 160 years. it's a very low p e, under 14. as it pays dividends, it's an oncology department. and anticoagulants very widely

used. they're very vilified, which is also huge. >> i will tell you, lou, let's call it as we see. this is a company that is in a rebuilding year. the rebuilding you'd probably takes two years. they're probably saying 2030. we have to give this coach a chance. he's got to get some draft picks, gotta get some veterans in their. he doesn't have it, yet but he's paying a 5% until you get there. not in the playoffs, anytime, you have to be patient. they're in during the difficult advancements. check the facts. >> tesla is green. >> [inaudible]

>> what does it mean for the cybersecurity space? i'm going to check in with the ceo of crowdstrike to find out. stick with me, cramer. ♪ ♪ ♪ >> don't miss a second of at money, follow jim cramer on x. have a question? text cramer at mad mentions. send an email to mad money at cnbc.com. or give us a call at one 800 743 cnbc. miss something? head to mad money dot cnbc.com. ♪ ♪ ♪

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you know how much we care about your calls. and friday, we got a call from calvin in massachusetts, who asked about catalyst pharmaceuticals. that is cprx. it's a call that i've gotten a lot in the past year. callan -- the second offer earlier this month, more on that in a moment. don't forget, it's a buy opportunity here. i didn't want to get, it so i told him i would take a closer look, do my homework, that's what we do on math money. what is the catalyst pharmaceutical store? frankly, i don't love it. i also don't hate it. this is a commercial staged bio pharm a company focused on treating -- they've got two drugs on the market now. they've got a third one coming. catalyst, the main drug is approved for the treatment of but -- minus dinnick syndrome, or not lmes. it's a degenerative --

for especially small cell lung cancer. initially, after they got fda approval in 2023, there was a much lower trouble from a lower priced competitor. in response, they sued the fda, arguing it should have padded protection under the orphan drug act. the u.s. won the court of appeals ruling that affirmed the drugs protected status until at least may of 2026. until this is an orphan drug, it's an insanely expensive. priced at $7,000 out of the great. it sounds like extortion, but nobody would develop drugs for ultra edges seizes unless they would charge sky-high prices. good thing insurance covers it. sales have grown from 100 million in 2020 -- and the estimate for 2023 sails is 250,000 -- 3600 to 5600 people should have lmes. that is what an orphan drug population looks like.

there is another 800 diagnosed, but haven't been treated. that might sound like nothing, but across 75,000. meanwhile, they plan to expand to other parts of the world. and for the last, month how about the other drugs on the market? a year ago, they bought the u.s. rights, that's from japanese pharmaceutical -- this is a treatment for rare forms of epilepsy. they already have the approval. the analyst consensus, likely did $136 million in sales next year. they have patent protections for may of 2025, june of 26. again, not that far from now. final piece to the puzzle, a drug called cameron e. that is from a swiss biotech company last july. this is a cortical steroids for the treatment of do shane -- one of those terrible ultra rare diseases. they got fda approval in late october, and should get some

time in this corner. -- they think that this drug could do 300 million in peak sales for 2020, eight which is better than the competition. whether about how you lose patent protection, they say it's so much better than insurance companies can pay for. they compel a -- double from here. in the exchanging kit, last, month i have an observation. these guys talked about how the company can generate enough cash independent from the capital markets. that means that they should not have to raise money. perhaps ironically, perhaps not. they just two weeks later announced a secondary offering with oppenheimer, one of the managers. that is the same from the told you they did not need the money. there were listings of the manager for the offer. you might have thought this one standard, great did not need the money, but boom, you get hit with the secondary. what happened in the secondary? stop, drop, 15%.

part of the course of wall street, it doesn't mean we have to like it. there's something that a bit catalyst pharma, placing the ceo and cfo at the end of last year. the committee's former ceo, patrick methylene, also a cofounder, is a chairman. announces ceo in july, this is from richard, daily that was appointed in october. from this, year and several last month, catalyst in there is that the former cfo would retire the end of last year. when i see something like this, especially a company's co-founder or ceo retiring with a long time loop tenant, they might be ripe for a sale. if you're buying a stock takeover but, this month's secondary offer looks more likely. at least operating wormed independent for some time. acquiring direct from other players, that is too bad. i think that the best outcome could be an acquisition for catalyst. it's whatever hot air in there right now. notice the engine is nearly 28

billion dollar deals to acquire horizon therapeutics. the takeover is not necessarily under -- but just saving for the nearest drug launch. by the, way if they were able to get the bin from the federation, it could be worth something like 24 $25 per share. that was last year's number. or that much more if you use this year's estimate. i am not sure if that catalyst deserves a horizon like multiple. they have had some amazing drugs. while takeout might be your best scenario, if you're talking about catalyst, my feelings are just plain loop more. candidly, i don't like the business model built on licensing other companies drugs on their own, and hoping to do well within the commercial. in some ways, that's just civil engineering. i'd rather invest in companies that you know, the catalyst, two drugs on the market. they really want to impact for the next couple of years. that's a bad situation. but inherently it's less risky than trying to innovate yourself. they don't have to worry about a pipeline tried failing in a

quick clinical trial and being with us. they just buy them from other companies. after they succeed. underscoring this point, calloused -- has been profitable since 2019. in fact, there are more than $16 per share, they seem mighty cheap. when i do my homework, sometimes it's very complex. the catalyst form is going to hurt you a lot, and the secondary orphan drug earlier, getting in after secondary is hardly the worst thing. surprising on the secondary, -- but best case in area here, but the takeover here. that's not as likely after the big secondary, after the drugs are about to come off of patent. in my opinion, catalyst is just okay. is not great. if i have the options. let me tell you something, there are many, much better drug companies out there for you.

mad money is back here. >> coming, up last year, the modern-day da vinci led his company to the top of the semiconductor heat. can that magic spread sector why this year?am gs f e ar creroeofthchts to find out. ♪ ♪ ♪ at morgan stanley, old school hard work meets bold new thinking. to help you see untapped possibilities and relentlessly work with you

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industry is worried as the industry is finally bottoming. you see a fresh cycle on the, way when that i really believe in. i thought this before. whenever i find a new thesis, i look for confirmation wherever i can find it. that's why tonight we're going off the rails with dan fitzpatrick. he's a condition -- host of his own party, that is the fits factor. he pounded the table with nvidia early september, saying you should hang on for the near term. that was a great call. now patrick point said we are seeing big moves in a much closer race of conductor stocks. he says this could be a very good year for the group. big money managers simply can't get enough of them. right now, the semiconductor stocks are under institutional accumulation. does that mean that is the right time to buy? let's take a closer look, starting with the weekly charged van x semiconductor. it's called the s m h. this one comes back with 2019. fitzpatrick point said the estimation, he represented by

candlesticks, that has been in a long term of tread since making a big capitulation low in early 2020. during the initial covid meltdown. there has been some meetings for turbulence on the way. peaked in later 2021 with 160 at the time. the feds started raising interest rates, and the world moved on from the pandemic. no more covid era home office spending boosts. particularly pcs. that's with the semiconductor pulling back below it's 40 week moving average. nearly 50% from the highs. that's pretty ugly. the fact that it's the reversal back then was a pretty high value, which is how you knew the decline was the real deal. by late 20 2022, the semis bottom for the rest of the market. look at that nice run. last july, the etf test of the waters for sea level and failed. that was a bummer. then the floor collapsed. the smh started falling apart

again. they were getting killed by sticky rocketing long term missions. this, another component that is earnings, and interest rates. when interest rates go sky-high, these get crushed. it's always been the case. his patrick says the you could tell the pullback this summer was different from the pullback in 2022. this, time the estimations were declining on lower by. it is volume versus volume. this is the real deal. this isn't the slope of the pullback being showered. when we tested the older number, it actually held. the 40-week is blue. this time it held. that's because it's -- leading to a fabulous rebound in the fall. -- that's what it looks like. as he sees the value under 25% over the next year. albeit not in a straight line. it's not -- you know, it's looking like that. it's not parabolic. i hate parabolic. now, stocks running -- for volatility. this is a good sign.

generally moving, average we look before you pull the trigger. moving for stanley, remember, these are candlesticks. he wants to come back down a little bit like that. it's hard to see, but trust, me it is still at the decline. don't do anything, don't pull a trigger, nothing wrong with putting on the small position. now look at the weekly chart for two fairly different kinds of tech companies. okay, why don't we do when weekly and when daily? when we look at action nvidia, he believes the stock could go $900 million based on the drop back. nvidia had a monster 65% gain from the bottom in 2022. that move actually stalled in 500. that is a big, obvious number. these big obvious numbers, they like to hear about this stuff. for the better part of the layer, it's a $500, celebrate

every time we got there. it was just a wall. it was a ceiling, that's what we call it. just bringing up the outside, a few weeks ago, that's up to 600. second of last, year they say nvidia just put it sideways. the key moving average here normalized. they would actually find out and bring up the share price. forfeits, this is a good setup for continuation moves. you have a big rally, begins as you said it would. and then it starts roaring again. for me, 500 is the new for, so it's important that the resistance. the $40 from the 2022 loves, fitzpatrick says these moves often repeat themselves in scale. they could have another 400 dollar rally. that will take them to 900. it sounds simplistic, but you would be surprised how this step networks. it can work because -- at the magnificent nvidia is the best of the seven. they can push, higher and that

he is right. finally, from michael computers. the server equipment, to micro stocks surged 25%, which is what you see right here. 35%. today, jumped another 3%. both movies were massive volumes. that tells you again, what did he say? it's true. the average 5%, about 2 million shares, friday over 22 million. fitzpatrick says -- by the way, i recommended this in december, the stocks value are nearly $200. should we skip it? check out the daily charger. he points out that the stock has spent five months building a flat pace for january. the 50 day moving average, it started catching up. 200-day blue, there's a flat out, then it comes up to this. you see that. fitzpatrick says it's a great setup first talk in an upturned. it's a sign of consistent demand. even when the stock goes below

$300, people kept buying it. then a few weeks ago, the stocks broke up before pulling towards the 50 day moving average. it was a high or high, and a higher low. after friday's, run it's finally above the old tune. forget $300, it's already shooting through $400. wow, how far can this take it? fitzpatrick notes the super market but pulled back from august to october. but if you use the august of 357, that add 130 dollar job to. it fits says it could go to four 87. that's just about where the stock created today before selling off, coming back down for 30. it doesn't mean the move is over. fitzpatrick wants to wait for a better entry point. i share his trepidation of pulling it right here. here's the bottom, line charges appropriated by dance pivots -- semiconductors have a lot of room to run. some of them might seem a lot

more attractive, at these levels than something like super micro. they just got dropped in higher on friday. let's go to dave in illinois. >> dr. kramer, mary new, year my good man. >> thank you so much, dave. what's going on? >> jim, i'm calling to see your reasonable test -- for advanced micro devices after selling the stock late last year. recently, ceos lisa su's company has developed the am i 300 processor which could compete against nvidia's popular eight 100 processor. this has resulted in a multi year partnership with microsoft. jim, up 70% since entering your bullpen three months ago, it's recent ten-day runoff and today's pullback is a good time to open the position? >> dave, i've got the meeting

on wednesday at 12. that is jeff and i doing our conference. i did not do this right. i was too cherry, too indecisive. i let the stack get ahead of me, and i feel terrible. she was right to hold, right she got it right. i thought there was going to be a pullback, and there wasn't. i feel like i have screwed it up and m too late. i'm not sure what to do other than just on the fact that i did not do my job well. let's tao cota jeff in california. >> hello, jimmy. you gave some great advice six months ago to buy a lot of palo alto and crowdstrike. i bought about 42,000 of each, and it's done nothing except go up, and up, and up. thank you for that. >> 42,000, that is terrific. thank you so much. that is great. >> oh, man, love you, jimmy. jimmy, i found a recently that

there is some stocks statistically than everybody has been ignoring. god only knows why, because i don't. this stop i look at graphs, and this is in the top 5% of all stocks. it's called a wreath of networks. a cloud network solution company. i don't know what that means. >> i will tell you what it means, it means they make a lot of money. j, a fantastic executive. it is kind of a super cisco right now. you're always welcome on the show. they've done so much great things. they are ideal cloud networking solution company which should be but warm. the charts biden fitzpatrick, a lot more to run. it is worth noting that some of them like nvidia seem a lot more attractive at these levels than others. with the crowdstrike, microsoft largest high player facing an email hack.

they need to up their security tactics. maybe if they just targeted the biggest company in the world. i'm getting more cover with crowdstrike ceo. many analysts expecting rate hikes this year, including the one that expects five. i have a different take based on what i'm seeing in the economy. i'll tell you where it falls. rapid fire, new dionf e lightning round. stay with cramer. ♪ ♪ ♪ icy hot. ice works fast. ♪♪ heat makes it last. feel the power of contrast therapy.

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as a cyberattacks continue to dominate the headlines, it's starting to feel like no company is safe from these debilitating assaults. just this, week microsoft is actually a russian state sponsored actor. they got a huge software

security business themselves. how reliable could any cybersecurity form be in this environment? now would be a good time to check in with cramer crowdstrike, stocking up 17% to date. let's take a look at george curtis, the founder and ceo of crowdstrike. coming back to mad money. >> great to be here, jim. >> george, explain to me first of all how this could happen. you have a company who has the largest business in the world for cyberattacks, and yet here it is being compromised by a mid sized blizzard. is this something you've heard of in that blizzard? is it something that should have stopped? >> sure, jim. obviously, as we talked about many times, security is a hard problem. it's a hard series to determine. what we are talking about here is the russian svr, which is the equivalent of the u.s. cia. just to make it easy for your viewers. it is a very determined

adversary, and this isn't the first time they've penetrated microsoft network. you talk about solar wind tack, it should really called the microsoft tack. they were a really big part of that compromise in terms of having their infrastructure and credentials being compromised and used in that solar text. if you look at the svr, they are very term and, and it shows you the level of security that is needed to be able to kick those adversaries out. >> is it possible for anyone company to do it? shouldn't microsoft combine -- maybe more minds, more ability to spot something. wouldn't that be a good way to go? >> i think this comes back to what we talked about a lot of times. good enough security is not good enough. this is one of those areas where if i take my ceo had off, i take my -- what you are seeing here is

systemic failures by microsoft putting not only the government at risk, which is a big customer of there's. we saw this in the fall. the secretary of congress's email was compromised. we saw this in 22 when a teenage group was able to compromise microsoft. we saw this with solar winds. the hits keep coming, and at some point, we have to say, is good enough security good enough? >> we are reaching out to microsoft for comment. obviously, this is microsoft having a great company. we all know. the jpmorgan, they came out and said the makers have some market share tends to stand on the end point vendors in addition to microsoft. the scale of there and point real estate could be viewed as a competitive advantage. the scale cuts both ways as microsoft alternates the source of a large number of voter abilities. is that how you see it? >> when we actually came in to do the incident response, that

actually comes in addition to the technology. you're making the customers respond to these breaches. technically, they are not customers, their prospects that we turn into customers. at the end of the day, what are we seeing? we see microsoft vulnerabilities being exploited. we see the failure in their directory services infrastructure being used. and being used to compromise the systems across the network. this is what we actually see. we have many microsoft customers, even with their five licenses, which are still crowdstrike customers because they are looking for that added layer of protection. that is what the report you mentioned was going to. >> do you think that people were aware that this was apparently going to the highest level? the senior leadership team got hacked. what have they found, the russians? it could be anything, right? >> it could be anything, but i am confused. when i read the block post the came out on friday, that came

out on the friday night. i'm confused, because what microsoft talks about is that it is not a production test environment. how does a non-production test environment lead to the compromise of the most senior officials in microsoft, their emails in their organization? i think that there is a lot more it is going to come out on this. again, i'm confused by reading this, but i will wait to see what comes out. >> so you're saying microsoft wasn't as forthcoming as you would like to see? >> when you drop this on a friday at 5:00 and you ask in details, there's more to come on. when you look at some of the things the makers of talks about, it's secure initiatives and marking around this. if you spend similar time on coming clean for less of the marketing, it would be good for the industry. >> -- it could be a source of clients. >> we are helping all kinds of

customers, but i want to get back to is the security is a hard problem. one company is not going to solve it all. we are solvingsome other problems for our customers. we are getting that microsoft breaches of vulnerabilities, obviously that has been successful for them. >> we've had microsoft passionate about this. but there is talk there's going to be personally ability for managers -- if they're not taking stuff seriously. >> this is one of the key areas where we have to get back to get this disclosure. it's part of the new s.e.c. rules. we had four days, once we figured out we had four days to disclose it. this is extended to november, actually came out last week. this is why the security industry, and the -- how important this move is from the back room into the boardroom. because of this personal

liability, because it what happened with the s.e.c.'s mandates. it's actually critical to make sure that organizations can protect themselves by identifying events like this, or an incident before it becomes a massive breach in a short period of time. >> let me play devils advocate. i am microsoft, i'm doing this interview. kramer is so in love with crowdstrike. just completely strides. i'll ask you a question. have you stopped midnight blizzard? >> we have stopped midnight blizzard. we call it cozy bear. this is one of those areas where, again, this is a very determined adversary. we have seen cozy bear in a lot of different accounts. the thing that makes them so difficult is the lowest low, the way that they operate. if you look at the campaigns that have taken place over the years, it has taken place over many years. this is how patient they are. you do have to have a level of dilemma tree. and also the right algorithm, which we have worked on for ten plus years to be able to

identify and take all of these low signals, string them together, say that we have an adversary in the network. this is different than some of those groups. some of those chinese groups are smash-and-grabs. even the russian groups are smash-and-grabs. these are low and slow, very patient, very determined, and very hard to actually protect. we are able to do that. >> i'm glad that you came on. i also felt like when i saw, it wow, that seems to be so very big. it came out so late on a friday. most people missed, it busy watching football. we were watching this, i want to think george perks, crowdstrike cofounder. president and ceo. thank you for explaining the gravity of the situation. >> thank you, jim. >> we will see you have a back, everybody. ♪ ♪ ♪ >> coming up, pop open the umbrellas and tee up your toughest questions. cramer takes on all comers in the lighting around. next. ♪ ♪ ♪ voya provides tools that help you make the right investment and benefit choices. so you can reach today's financial goals. and look forward to a more confident future.

voya, well planned, well invested, well protected.

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are you ready? back on the lightning round, cramer, we are waiting, california. >> thanks for taking my call, jim. with all the activity going on with bitcoin, with gps. i wonder how the miners are going to play out on this platform. >> i don't trust, it i gotta tell you something. this is now -- he's been saying that you have to get out of bitcoin. he's been so, right i called him to say, aren't we done going down? he said no, stay away. august in pennsylvania. august? >> thanks, jim. i hope you have a great day >> you bet. >> with earnings being announced on february 13th, people expecting 30% for the term you, that would close down about 18% with a high of 13 51. i want your opinion on the h ood robin hood market. >> they have too much exposure to options for the customers, and bitcoin for the customers. i need them to get a better base of customers. i would suggest you go by swaps. let's go to mitch in illinois.

mitch? >> thanks, jimmy, how are you? >> i'm doing, well how about you? >> not bad. i have a question for you on this chicago staple that sold over 11 million hot dogs last year. i want your thoughts on portobellos. >> portobellos is great. they were just burying us under all that private equity stock. the private equity guys were read to get out, everybody was wrong. i'm glad we pushed back. still 39 times earnings, let's go to math in massachusetts. matt? >> jim, how are we? >> i'm doing good, math, how about you? >> pretty good. i would love to hear your thoughts on so at house. i don't think it's a long or short right now. >> it is a british company i haven't spent an out of time looking at. we're coming back with a lot of look in their. and that's the conclusion of the lightning round. [bell ringing] lightning round presented by charles schwab. coming up, cut the fantasy?

cramer takes on a rate cut course singing a silly tune next. ♪ ♪ ♪

we cite again this morning. a report in the columns of goldman sachs, our markets

weakening or returning to normal? almost as a throwaway at the end, we continue to expect they will begin the cycle this bring with the first 25 basis point cut, and the fund rate mostly at the march meeting. another rate cut. that's what they were betting on until a week ago. after a series of strong economic pinpoints, the market is coming to their sentences. now they believe they will be five rate cuts this year. for many people, not me, but many people are still banking on extremely devilish federal reserves. folks understand this whole wrap is a bona fide nightmare for me who likes big stocks. i can see no weakness in the economy whatsoever bite seeing -- justification was turning to start rates in march, perceived proportions. the service and manufacturing sectors in the next few weeks, he probably went to sell off of his staples enjoys it happen. 3.7% unemployment, you need at least 4.7% just by the rate cuts. it's inconceivable --

for a short period of time. second, you don't just need to see the client and rate of inflation, but the prices are two different things. i have bad news for goldman sachs. other than task oh, i don't see -- a few most important categories, food, shelter, transportation, it's still way up. -- that's what goldman is calling for. it's more like unconditional surrender for inflation. if we can only get five rate cuts, it would have a spike in the homes, went, all of those that have to come down for beating inflation. and it's going to be very tough. you have three rows to take. they're going to give us a real one -- but or get the stuff on rails. i think it's going to be very strong, very similar to what golden is looking for. there are estimated to have taken and millions of immigrants -- they have a don't ask, don't tell a philosophy.

because the governor has no policy to get done with, it help these people, they don't have any choice but to take the work they can find. they do the work so they can avoid inflation. the job no one wanted, nobody can be found to do them. you pay them more than a minimum wage. in other words, it's the same spiking which is that we have had as -- we still don't have wage rollbacks. a lot of it has been waged law. rollback so the only way you can have such a rapid series of rate cuts. what matters to me is that i have gotten to the bottom of this ridiculous multi rate cut scenario. it's all nonsense, people, it's all theoretical, not empirical. that is important, because when wall street realizes the cuts are coming, i think the stock is going to get slammed. it's almost like they created a contractor can't be met, upset about buying stock -- and, then they sell in anger and disbelief that the fed let them down. in reality, there will likely

rely on the evidence. it's a very strong economy. if you did not know, better you would think that their next move would be to raise interest rates, not cut them. it's a great -- i promise to find it right for you on mad money. amami i jim cramer, right now on last call. the most loved stocks on wall street. we have the list of names you will not get anywhere else. a rough landing. united airlines unavailing the cost of its big 737 max grounding. get ready, the deep fake election is here. ai robo calls from a fake biden are hitting. speak of election, shares of trump-backed investors are they about to get scorched? the investigation into t