reorganizing its operating miles, slashing jobs, shaking up leadership. xerox. don't scratch your head. this is the real year. it's still xerox. final trade. >> all right, elon musk continues to caulk on the conference call. the stock is down 5% right now. thank you for watching "fast." my mission is simple. to make you money. i promise to help you find the money. mad money, starts now. >> hey, i'm cramer. welcome to mad money. i'm trying to help you with a little bit of money. my job is not just to entertain, but to explain it and put it into context. this bull market has broken some minerals that it astonishes me every day.

it was much higher throughout the day. so many ironic, inconceivable things keep happening. they have happened over the last few years, that i have not had enough to go at the single show segment. i have some of the greatest nominees -- anomalies that happen here every day. the most aggressive, tiny cycle in recent memory, they are looking at the stocks that almost always get crushed by higher rates. the builder of the nicest homes, $56. now, it is at $96. now it's at 102. these stocks would have been cut in half. some of them are close to double. i remember plenty of cycles were homebuilders simply disappeared. it's not just the homebuilders and the tightening cycles.

nowhere near as tough as this one. this was the biggest and best. anything transport related is just slaughtered. they are trying to look at metal bending industrial actions. it practically lives in the new hire list. a new tidy cycle would be from the new low list. they are looking at the industrial actions. it is going to send you to your funeral. so much has been thrown at it. nothing sticks. the stocks rise more than you

thought. the 737 max, was the most troublesome thing i have come across. zero faith in the ceo. this stock could head higher. there's the usual congressional hearing. buyers come out on any tip. if there is no change at the top rated we won't be if they haven't by now. no airline comes on and says they are fed up and switching to airbus. third, by this point, the whole artificial intelligence thing should have been quoted. no one even knows. except for the usual suspects. amazon, alphabet, and microsoft. they are all in. that is what matters. it is an actual business.

this should have ended years ago. it is not hype at all. if you shorted them in all of the various forms or iterations, you are embarking with me on a new, less lucrative career. netflix is going to report the most monster upside surprise in history. they have great feedback. new people are coming in left and right all over the globe. they have a stunning, incredible quarter. so did everyone else. how could that be a surprise? this is exactly what we are all looking for. we have tv big-time. at the advertising coalition is worse. it was the only surprising thing i have ever seen. the stock sits up anyways.

this is not a surprise at all. this is just not the way that markets are supposed to work. all hail -- every day, the stock makes you feel like you do not have to buy. if you order a lot of their cars, your public stock source? it's extraordinary, people. everything about it is extraordinary. this company is reinventing everything within the work of code. this is everything ai can do. i didn't know the amazing people behind it. they know how brilliant they are. i would not believe it. i believe in his heart and soul. i want to be the digital twin.

people keep talking about how the market needs to run out. ladies and gentlemen, it hasn't mattered one bit. they are not going to be here because of a lack of breath. it is a pile of nonsense. there is somehow a problem. you sold stocks a long time ago if you thought they were going to matter. you didn't have a lot of breath. they got us where we are. i didn't really care for his quarter. come on. we have had the definition of insanity. we have a small group of incredible companies worth millions of dollars. some of them are safe to say. they have done this within militaries. it is fine.

they should have texas interest. thanks for nothing. some of this doesn't matter at all. we have government shutdown hours. we are looking at formal prosecutions to be eligible. we have a massive budget deficit. we have the deficit that is only going to be mattering. another time, this would be negative on the market. crushing the market. they are looking to be worried or agitated read we have this data signaling that we are going to be speaking at more investments. i'm going to talk about bitcoin, or some other crazy get rich quick scheme. we have zero day options. if you ask me, nobody cares at all about stocks.

it is an unnecessary evil. nothing you have learned about the markets have played out. maybe it is different. if we accept what is happening, we will miss out on a lot of actions from last year. the market no longer reflects the playbook. you can write a new one. >> i'm going to give a quick out. >> i'm all over that. really good fries. >> i will buy you a pizza. what is up? >> it has been good for me all year. i want to know if i should buy more of it. let the restaurant play with

their money. go back to ocean city, maryland. >> they are looking within the path. it makes me feel like perhaps we could be going into quicksand. they are looking at that company. we are looking at the congressional medal of obligation. >> i appreciate it. i need a little bit of help. obviously, you know a month ago it came out.

they have dumbed down. golden city, 135. >> let me tell you what is going on. anybody that sells a lot of product in china right now, it doesn't matter. people are scared. china is on the brink of some sort of depression. mikey sells a lot in china. no one believes a single word that you say if you sell a lot in china. i suggest you buy mikey. i think it was terrific. i think they are going to come through this thing smelling like a rose. just in general. nothing we have ever learned about the market has played out for the last two years. we have to open that. when the market doesn't reflect it, this is what you have to do. you have to throw out the playbook, and write a new one. nasdaq 100 is looking at record

highs. how much are the results going to tell us about the rest of this? netflix isn't the only earnings story i'm watching. no one is focused on the drillers. i hope people are going where they are not focused sometimes. we are looking at another club meeting. it we have it this week. we always have more questions than time. tonight, i'm going to give you a taste of what this lub is all around -- about your unmet money. stay with cramer. power e*trade's easy-to-use tools, like dynamic charting and risk-reward analysis,

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look at netflix run. up $53. almost 11% today. i would recommend this one one year ago. 67%. roughly 34% since i told you to buy again. i'm not here to toot my own horn. you need to stay close to the story. make sure the stock is still working. you are making sure that this kind of run is ringing the register. that's why i wanted to go over what netflix really talked about last night. there seems to be a lot of confusion. i want to clear that up right here, right now. netflix had 13.112 million subscribers. that's truly monstrous. the analyst wanted to see

twitter at 56 million. we are hoping revenue with sales of 25%. second straight quarter of accelerating revenue growth. that is an indicator of real strength read they have a lot of subscribers, don't they? they're going to use the prescription postcard. they now have a focus on profitability. this time, they came in 300 points as expected. this is because of the number one time tax hit. we have another test phone number. they're looking at share opt players in this perspective. there is so much going on in this forecast. they did not particularly bother anyone. that is fabulous.

those are the numbers. what is the story behind it? 13.1 million paid net subscribers in this period, gives them a little bit of a combination factor. they are able to normalize this content release. second, they crackdown on password sharing. they have a lower price at supporter subscription already. in the fourth quarter, that supported memberships increased by 70% versus the previous quarter. 40% of all new sign-ups are in markets where they have been introduced. they have been getting better and better at targeting ads for these people. wow, i like that. looking forward, netflix gives you a lot to be excited about. we are expecting healthy, double digit growth. this includes growth and currency with revenue per user. some of this should come from price increases that they should put through the quarter. we are looking at the average housing business. netflix is trying to put it

here. the goal is to constantly improve. this will drive user growth, and gravid revenue for users over time, through a combination of price hikes and average actions over time. at a high-level, it is a cyclical plan. it is achievable. by the way, even before the earnings report, i don't know if you watch them. you might have noticed that i got to chat with dwayne "the rock" johnson. a hero of mine. he was appointed as the board of directors for tko. looking at a merger of the ufc missile marked ulysses mixed martial arts league. they reached a deal to air the flagship weekly wwe raw program on netflix. this is a huge deal that moves netflix further into sports. we all know that pro wrestling

is scripted. it is at least sports adjacent. it gives us a live program. this is what advertisements are desperate for. wall street is seeming a little bit confused about this one. the vast majority of analysts are positive. they actually downgraded from buy to hold. this turned into a face-off. they were acquiring upgraded form play, upgrading his form to 1095. to be fair, they downgraded. they boosted the price from 625 to 655. upgrading the netflix position, that of the company still has supported here, and they are taking a lot of time. these later results, looking at netflix that has quote, now turned a corner.". i'm glad when they misjudge

something. it is better to own it and move on. i try to do that. it's very painful. i do it. they offered plenty of praise from netflix. basically, they take netflix, and their leadership position. they argued that the low hanging fruit has now been harvested over the password share front. it could take a long time for them to go to meaningful levels. peeking around 30% this year. decelerating hard in 2025 and 2026. they are acknowledging that the average business is using these career earnings. it is too soon to look at anything meaningful. at least in a very short period of time. i have to tell you, we don't see that today. it has been wrong bout netflix for underperforming in the stock. may 2022 bottom.

they have only rated this mutual. they have been very good on netflix. they upgraded to a buyout for 2022. kudos right there. they say it is fully time to look at a guy that has been right. we think there is more right to come. they have way too much going for it. this is going to be earlier from these other guys. we are often jaded about netflix here in the u.s. there's plenty of growth to be had overseas. this ad supported plan has opened my eyes to the idea that even america might not be kept. netflix can keep making more and more off of each subscriber. price hikes and more efficient advertising is here. they want this audience. this company is looking at the profitability from cash flow fronts. this is different from when it was a pure growth story.

let's not forget that they have content from around the globe that is pretty great. we have happily converted subtitle readers. it is an expensive obsession with hospitals, fires, and cops. it is just dead. that is the old way. the industry doesn't seem to know it. netflix would never spend it. here's the bottom line. the stock looks expensive right now. guess what? the best always seemed expensive. i'm happy to pay off and ride out any along the way, so long as the core story remains intact. mad money, his back after the break.

what do knew that the price has had the floor? they are going to look at new capacities. they made the oil and gas industry so efficient. the producers can get much more out of a fossil fuel action.

they can produce much more oil. by the way, that is why it was back in august. it was a good move. the stocks are lower for several months. they have no bounced around 37. they can get so much more. you don't need them as much. now we are in earnings season. has anything changed? don't forget a couple of weeks ago, we checked in. oil is headed back to $100 by this spring. that makes the service play a lot more enticing. it sells for 11 to 15 times more. i don't recall it ever being this cheap. of the rally nicely to this quarter respectfully. this is nearly down 5%. this is in response to the quarter.

they have been here for a long time. let's take it one by one. kicking things off on friday morning with a slight top and bottom line. as they revenue of 14%. earnings are up 4%. cash flow exploded what we thought was 167% in one year. 1 million higher than what wall street was looking for. this was the booming international play. we had 10 consecutive quarters of double-digit growth. a lot of people talk about that being amazing. they don't get in the way of explicit guidance. management had qualitative commentary. they were predicting another year of strong growth from international. they have new digital tools looking at long-term growth drivers. i have always been here in that interview with them. that's okay. it meant something to me.

last thursday, they raised the dividends. this was by 10%. the company said that it plans to increase the buyback this year. that helps soften the blow for higher than expected capital investments. they have a lot of credibility in the cash front. putting up such a huge free cash flow. they highlighted this today. they were talking with them. they had a slightly different result with a revenue mix. big earnings beat. roughly 19%. they give some nice, free cash flow. the international business was strong. the north american business struggled. that was a bummer. one reason why we sold it. another reason that we sold the trust over the summer.

i wasn't happy with how they were doing over the summer. they don't give explicit formal guidance, but they have qualitative outlooks throughout the year. straight shooter, ceo jeff miller, said the services market would remain strong. his words. first, we see an increase in intensity everywhere we operate. whether it is laterals not america, smaller and more complex reservoirs in mature fields or offshore deep water customers, they require more services to develop more resources, not fewer resources. we are allowing fewer business friends be on the permit. the near growth would be driven by the international business. they would teach multiple years of sustained production and activity from the rest of the world. not just depending on texas. he is very optimistic about the middle east. starting next year, he said africa and europe will lead the way with above-average growth.

finally, they are feeling confident about the construction business. understand why the struck -- a stock rally is right here. that was better than expected. let's address it. you can argue that this one is simply not worth talking about. it is so much worse. maybe they are spending too much time. maybe they were too long with the general election. they still had awful management. either way, these guys looked at next orders. they had the modest earnings. that was impaired with a strong album. that is the reason why this was near 5%. they had double-digit growth overseas. other results in north america, we talked about high seal digit growth overseas. we are looking to climb within north america. please, just trust me that you would rather be here. you want the best, not the

worst. they are rallying. we have the growth outlook for the service industries. we are trying to increase activity overseas. they put one of my biggest worries to rest. the oil service companies might be victims of their own efficiency. he explained how they are getting more and more money out of each one. looking at the individual wells. they make more money and have fewer cross themselves. that's all they could post a really strong earnings and cash flow. they have the best revenue numbers. these are the stocks that i

really like. >> cramer, can you hear me okay? >> you sound good. what's going on? >> that's a pretty amazing day. currently up to hundred 91%. with earnings coming up, i'm wondering if you have been able to maintain this message did >> that is such a good company. it's funny. i first heard what they were doing. looking at heat pumps in europe. i also looked at it.

matthew. actor. i think you should know that it is still very inexpensive. my club is more than anything it ever is. in kansas. >> my favorite rapper is 316 jim. what about elegy? >> this is actually very interesting. i happen to like the see through kind. that's where the money is. energy partners, 8% yield. that is the one that i want you to buy. clear? buy. i like them. i thought about buying them for the trust. i think you could do well either buying them. especially seeing the energy christ as that might be headed back up. much more ahead. guess what? if you missed the monthly investment club meeting, i can't help it.

i will give you a sneak peek into what we are all talking about. they have a whole boatload of skepticism. you have to see what is going to happen later. we have another segment. stay with cramer. it's time. yes, the time has come for a fresh approach to dog food. everyday, more dog people are deciding it's time

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we have been invested in these monthly meetings. we are running through our thought process.

i'm going to take some of the questions that we didn't get to in the session. we are looking ahead of next month's monthly meeting. cnbc.com/join the club. holding your phone out for this qr code. we are taking questions from paul in arizona. they are looking at the j.p. morgan and chase health concerts. they have been driven. entry positions are looking at three stocks. they are suggesting entry positions. why? thank you so much. we did 13 in some record time. thank you, it is good that you noticed. i would reward you by saying that they are telling people that the labs are going to report a good quarter. it will actually be negative. it almost always is. after that, you can buy. the answer is go buy abbott

labs. when raising money in the face of potential down syndrome -- sections, what are we looking at for these downturns? >> we have these oscillators with special deals. if it is above five, i like to double the amount of cash that i would be selling normally. if it is above 10, i have no problem taking 20% cash. 5%, 10%, 20%. the oscillator is what i use to engage how much i need. that explains to me ahead of time the viciousness of the downturn, and what it is going to be. next up, we have mike in ohio. he said he asked a wild back. he has been waiting for turnaround. is it doomed to continue because of the 737 max? >> this is your real take away. i don't care where the stock

came from. i care where it is going. you might as well wait. i would never care if you bought it. this is what does matter. i think boeing is one of two companies. everyone is furious. it doesn't matter. airbus doesn't have enough planes. the answer is be patient. the buy the stock. particularly when there is a huge complaint. they are never going to do anything about it. for a new investor, they are going to look at a regular way to look at it. it is naturally here. they have every stock be equal. this is just about animal farm. this is just about george orwell. some of these are more equal than others. why not tesla?

they reported a downsized surprise. as a matter of fact, i like to call it the super six. i may bring back the seven samurai. this was the original, well before magnificent seven. one of the samurai would be eli willey. speak of the devil, bonnie in california, saying this. what would be a good entry point for the stock? thank you for everyone at the investing club for all that you do. i don't know when it is going to come in. you can't even get the drug in new york city. i'm looking at the gop one. can you imagine the supply for everybody? you are waiting for 5% downturn. you have all you are going to buy. he wants to know if e can thank you for all of your

standpoints. you can't do much with this. i'm wondering if you could compare starbucks versus dutch gross. what about the impact on starbucks? they grew way too fast. i told them that 1 million times. he's an idiot tv guy. what does he know? we are looking at many companies. that is nothing to them. you are a tv person. you are considered to be an idiot. he's not that good looking. maybe he is smart. here's what is true. starbucks has a problem in china. they have a problem in america. they are viewed as being -- i want you to go listen what i said at the conference call today. i described how it is being portrayed by a group of people who are upset with israel. i don't want to say it. it seems wrong to me. i am an american.

i will tell you this, starbucks is probably going to miss big. this is because of weakness in america, and weakness in china. that's why it went from here, to hear. it goes down five more dollars. that is when you buy more. china is reawakening from his multi-year slumber. it is about to come back. they lower the interest rate that banks can borrow at. that was the best thing they could possibly do. they are getting serious, worried about their own position. maybe they are worried about execution. collin, in the u.s., wants to know if they have been approved. are they giving converting dollars to reptile and back? are they still recommending buying the ptas? i recommend buying it directly.

you are just doing it correctly. you have to have that custody at someplace. you are not worried about it going under. right now, but coin is in a very bad moment. for the last $8000, i have been saying this thing is going lower. i am reiterating it right here. you should sell your bit going. i want you to consider that to be a gift. he has o be on this thing going up. he says it is going to go much lower. there we go. i have a different attitude. this is with the club. everything with mad money. i have different personas. the persona of the club is being direct, no-nonsense, telling you the way it is. you and i are members of the same club. our viewers are so smart. i want to thank everyone.

if you want to be part of this process, you know that you can be meeting a whole different cramer. join the club ahead of next month meeting. mad money, back to you after a break. awkward question. is there going to be anything... leftover? oh, absolutely. [inner monologue] my kids don't know what they want. you know who knows what she wants? me! with empower, we get all of our financial questions answered. so you don't have to worry. empower what's next. all right. 60 seconds to draw the perfect gift. what's it gonna be? a bottle of don julio, 1942, delivered.

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it is time.

the lightning round is over. are you ready? this is in my home state, new jersey. >> mr. cramer. >> what is up? >> i'm talking about the holdings. >> i know, fellow garden state buyer. you are not going to buy that stock. it's like draftkings. you can donate in this state. let's go to dan in california. >> mr. cramer, thank you for taking my call. thanks for helping the little guy. >> i'm little. my stock, the single symbol is ttt eight. >> this is versus the others in

the industry. i'm not going to bless it. >> how are you? nice to talk to you. >> same. >> quick shout out to my wife for her birthday. >> happy birthday. >> my stock is a new take on cataract surgery. it's a good product. a lot of boomers could be paying out of pocket for it. >> this is losing a lot of money. we are going to do a drill down. i happen to love a little bit of this out here. medical situations are going to be good. they are losing too much money for me to say it is fine. let's go to ron in georgia. >> tell your friends, cool. this is what they do.

they need to practice precision medicine. >> that is neurological and too risky. let's go to new jersey. >> it makes me feel electric. >> they have a different position. we are looking at the visual contact marketplaces. >> this is the problem. it was unreal. i think the call is good. ladies and gentlemen, that is the conclusion of the lightning

round. >> the lightning round is sponsored by charles schwab. coming up, chinese stocks, with the caveat. cramer can see a few bargains too cheap to ignore. too cheap to ignore. we review them, next trading at schwab is now powered by ameritrade, unlocking the power of thinkorswim, the award-winning trading platforms. bring your trades into focus on thinkorswim desktop with robust charting and analysis tools, including over 400 technical studies. tailor the platforms to your unique needs with nearly endless customization. and track market trends with up-to-the-minute news and insights. trade brilliantly with schwab.

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maybe the prc listens to the show. last night, the chinese communist party finally did the right thing. that is a gigantic move with real impact. we have stock markets going much higher. we have stock prices. by contrast, they are putting

money in stocks. more important, this show is looking at cut rate things. china has absolutely panicked. >> we are trying to avoid a recession. we are worried that the populace is getting restless. they are fed up with these failed promises. either one is right here. next up, i have said that china needs to fix the real project. they need to capitalize the underwater housing developers did their trying to bring down the whole country. they have ridiculous real estate's. i think they will do it. i think they could get really behind the regime on that. not the other stuff. in the end, china has to do something. chinese businesses are here all week. they have been crushed by their

divisions. trying to make matters much worse. it is an election year here in america. they're going to try to outdo each other in china. i think they are sure of u.s. positions. possibly blacklisting these companies. in all the years of donald trump, he has not looked at the chinese government. i sense a downturn coming. they are adopting a brilliant and incredibly tough strategy. he has one of the best with this semi-technology, so that the military won't get strong. they are not allowed to buy the latest and greatest chips. this is the greatest. this is what you need for generative ai. you think china would recognize this, and demonstrate that it doesn't want to lose the u.s. as a business partner. maybe they have some comments about taiwan, or big orders. they have maybe some good deals. they have done business in china. they want nothing to do with us. so, don't, is it cheap

manufacturing? there is nothing else that we are doing to take a more compensatory position. we are looking at their own publicly traded companies. as painful as it is for them, the communist party will in georgia, enjoy these investors within china, giving up every single day. here is my thing. we have ust held our investment club monthly meeting. even as we run through, we have a dozen of trades happening. it is time to buy cheap stocks for a short period of time. these high profile, chinese stocks, are the cheapest i have ever seen them. they tend to be here right to the chinese consumer. they are getting a lot of international attention. the chinese consumer will be the chief administration. although i discourage trading, they are ready to roll. we will not own them. the chinese government is

panicking. they know that they have to get their economy moving, or else. that happens to be a fabulous motivator for any dictator who claims that he is a dictator. i would like to say that there is always a market somewhere. for mad take a bow can the crown. there could be a new name to join the list. microsoft just did something it has never done before. but what is really behind the historic run? a big splash out of big blue. why investors are cheering after hours. struck boeing shares thinking after a big announcement from the faa. we will have the breaking developments. plus, can dean phillips keep his longshot campaign against president biden goin