stu? >> we like the s&p equal weight. we are going to stay with that theme. >> dan? >> fxi. >> gfxi. guy? >> stud, you. coca-cola. my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a moment of summer and i promise to help you find it. mad money starts now. hey, welcome to mad money. i'm just trying to make a little money. my job is not just entertain but try to explain what's going on. call me. sometimes, very rarely but sometimes we have no idea how to value a stock. it just eludes us.

beyond our ken. there's no comparisons. no traditional benchmarks and i think it's safe to say invidia has that kind of stock. we all just draw blanks as it breaks every boundy boundaries. yes, today. the averages were not high. the tow dipping 64 points. the tech heavy nasdaq wilting down .92%. we had some important leaders like wal-mart surging 3%. we have the ceo later to tell us how he put that monster quarter together. capitol one buying discover. two credit card companies getting together. i think it'll be a lot of anti trust scrutiny. after the bell, wow. we had quarter for palo alto. we will have the ceo later onto

put that severe disappointment into a context. people seem to be caring about today is invidia that's sent itself into the trillion dollars conversation because of the strength it's ai chips. one thing that's true for both stocks and people. everybody has to sustain for the reach. and their reach is as it gets. they are worth $573 billion. just $165 billion in 2020. that's why there is so much kept. maybe they think the ceo is like harold hill, the con artist known as the music man. i think that's absurd. they are expected to earn $21.40 this year. even if the stocks skyrocket it's gotten cheaper on an

earnings basis and that's the real take away. yep. on the eve of national nvidia day i want to take the challenge of explaining the stock by providing the relevant comparisons that can justify that seemingly lofty evaluation. i always say own it, don't trade it. that's doublely true if it gets slammed in response to the quarter. with palo alto, it could get crushed but i think it's different. maybe it's more lasting. what makes you feel that way? let's talk the comps. i want to start with what i -- to admit is a lehman's comp. one that will put my view of jensen wong into perspective. he is the ceo of taylor swift. i'm not joking. i'm dead serious. while take taylor is on her tour going through the

worldwide eras a, she is working on the tortured poet's department which will drop on april 19th. talk about an encore. taylor swift is a force. a larger than life force but that's the whole point. there's no comparison in the entertainment business but in ai, computing there's a perfect comp. the man jonas jensen though that does put him in a lesser liked category. every time he blazes through a tour he has something else he is working on. he is the tech vision department. do we think whatever happens tomorrow is yeah or no? no way. nobody is about to call it. jensen is more likely working on the formula to put a person on mars without crash landing as he solves the problem of black ice and self driving cars or gives robot dogs treats. those are some of his hobbies.

taylor swift seems to do did all with ea seconds e. doesn't surprise us with her rise because its been a long time coming. same thing with jensen. this is the 31th year. it didn't get started in 2021. now that's torture. they share energy and. when it comes to ai -- the eras tour may still be years away with a string of hits that's the envy of the industry. in 2017 i named my rescue mut t nvidia. jensen was still working on developing chips for game that were making the rest of the players look like dachshunds. now, i know you can't put a price on taylor swift and her fans but i need you to get your head around the idea that there's no anti hero here. it's not me that's the problem, it's you who might be exhausted always rooting for jensen wong.

let's add another comparison. let's add apple that created the most remarkable device in history. the i-phone. jensen has been adamant that ai has a new program and it's having an i-phone moment. super computers think better faster than we k it's all in there and part because of nvidia is selling it. it's not just hardware. if it were just hardware they could be giving this more of a run for its money. all of the different systems that -- the chat gpt. adobe. it lows you to create -- they are all spawn of nvidia. sure the i-phone is je is

generous. maybe people want to pay $1.7 trillion now. it might climb to apple's $2.8 trillion a few years from now. even if jensen is to deal with the pedestrian process tomorrow he is busy honing his key note for gcc2024. the latest breakthroughs in ai and robotics. more than 300,000 people are expected to attend in person to hear ai heards. every sec tore under the sun. they are all touched by this technology that runs on the platform. from march 18th to the 21th. when people recognize that there is a day after tomorrow's earnings. keep owning the stock next month even if it has a sharp fault tomorrow. just like apple and other stock i say you should own, not trade, there's widespread belief that it could be vaporized. it's nothing more than a interest toured poet. it could be like palo alto

stock right now. open your eyes. if you think its quarter is one and done you are thinking that ai is one and done. how do you deal with the statement that generative ai has moved to the center stage. organizations everywhere look to transform its abilities and maybe i'm still a believer but i do know why. if they take a whack at it tomorrow. remember friday is another day. tony in florida. >> hey jim, i just want to thank you for everything that you do. you and jensen. club member since day one and i enjoy everything that you do. >> you are a great friend of the show and the business and of the club. how can i help? >> i met you down in miami when you came down to miami. >> hope i was polite. >> you and jeff were great. >> you never know. bad day. catch me on a bad day. like the eagles loose. sorry. >> that's okay.

everybody has bad days. what they want to see with everything going on in the world at the university, israel and with ukraine, i don't have any defensive stocks and you have this in the pull pen for a while. rt x, do you think they are a good --? >> tell you what i have been worried about rt x. i see plane companies say look, we -- we are back -- the fan problem. the terminal fan. they have a day -- they have something that is wrong if they are making and that's keeping people away and making me more concerned. i hear you. it is coming back. all right. i think they deserve evaluation like this. if not -- a stock on thursday morning but i think the story is true. remember, friday is another day. tonight from inflation to drones and advertising there's a lot to discuss when it comes to the heft of wal-mart and i'm -- report one this and miss

one. fairly robust quarter and i'm running through the numbers and sharing the red and green and palo alto networks, one of my favorite names. just getting trashed after the bell. i'm going to sit down and talk to the company ceo. stay with cramer.

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in style. the largest retailer in the world. the stock was already trading at an all time high coming in. tack on another 3% today. we got a chance to speak with doug. the president and ceo of take a look. >> doug. welcome back to mad money. >> thank you for having us back. this is a -- this is a true blow out and i want to get right to it. you had a traffic up 4% and the reason why that's important is most people are having big numbers by raising price. that is not the case with wal- mart. >> jim we really had a good 4th quarter finishing off a strong year. our associates are doing a great jobs. hats off to them for a successful holiday season here in the united states and around the world. >> i can't help but note that in a world where we are very

worried about inflation you have held the line and one of the reasons why i think your stores are packed is because you can save a lot of money going to wal-mart right now. >> people always looking for value and so we want to offer that to them across the assortment. food, consumables, general merch. we want to do it with private brands the. they both matter and we have done a good job of keeping our prices in a good range and trying to provide of relief from the inflation. our general merchandise. things that are nod food or consumable are comparable to two years ago generally. on the food side we are seeing some of our fresh food categories come down. the process -- grocery and consumables have a two year stack of inflation. middouble digits. this year compared to a year ago prices are up less than 1%. i think we have even in the category that have been more

stubborn. >> you are doing the feds job. you are doing incredible technology. the buy of vizio seems incredible. should tell people how much money ru making in advertising. >> i think for the year we finished around $3.8 million worldwide. 28% in the advertising business. when you grow your digital reach and you have the e- commerce business that is scaling like ours is. the first time which is exciting. as you grow that including the market place you get the opportunity to sell advertisements and we can connect the dots for advertisers if they advertise with a digital ad. the customer transabilities a week later in a store or club. we can connect that up for them and let them know that the ad worked. that's the different advance advantage we have. with the purchase we are intending to expand our

opportunity to serve customers and help advertisers have the opportunity to connect even more. >> you have a deal with roku. is it more the merrier or put all the tips on vizio? >> we have a lot of different people and relationships and that will continue to be the case. we want to sell what customers want to buy. >> speaking of relationships with others. you have inventory. you have done the holy grill. i know that apple is talking about how they are helping you on with the vision pro on shelf and figure out what should be the shelf. how is that working? > digitally trying to make the product well. it's very much a collaboration. we want to make sure that customers have all the information they need to be able to buy what they want to buy. especially when it's a higher price point. >> a lot of people are making the fact that there will be problems with gop one and and

stores. monthly spend on category that have been impacted. i hear that. i know there was some comment maybe we can try to refute that. if it's hurting store in terms of sales. you are a health and wellness company now. can't you pivot and use this data to say we will devote more to health and wellness because we see the categories going down? >> health and wellness is really important. we have a large pharmacy business, a large vision business. we are in the hearing business over-the-counters is important to us. all the things that go along with that like beauty. we are trying out health care clinics. we prioritize health and wellness on gop1 nothing new to report today when we look at it do we think it's too early to tell how things will play out? our food business is strong. >> any -- let's say -- pastries, ice cream verses yogu rt, fish, vegetable snacks doing better.

>> customers are buying all the above. you pointed out that we got a strong organic offer today. we have a strong fresh food offer. we are doing really well. >> ly go there. i think there's a lot of lack of knowledge about wal-mart. one of the points you made both ces and here. the $100,000 and more demographic. that is the new wal-mart shopper. >> jim everybody is looking for value and everybody wants to save time. they are looking for convenience. i think in our case the fact we can offer a store and club when you want it, we can do curbside pick up and delivery. that lets us just be able to serve people however they want to be served. for those that have more money and want convenience we have now got the wal-mart plus membership. we have all the ways to deliver and our assortment just keeps getting better. we have made progress through the store remodels. with the clothing offer and presentation and that's just one example that i think might help us be able to retain people with more money as the

economy comes and goes in terms of its strength. >> let's say i want it by drone. you can get it to me? >> yeah. great question. we announced that we are going to take drones to dallas fort worth and cover about 75% of that huang market which the end of the year. we ave done over 20,000 drone deliveries already. we have been operating multiple delivery stations with different providers and people love it. i think it's just one more piece of the puzzle to help people save more time. >> i want to go over the funness. the fun of the store. also the ai. you know because i shopped there with my daughter. i know you follow us. she happened to buy the combat boots, the top, her friends bought the valentine's day hearts sweater which is what you mentioned in the call that people -- that's what they are doing. her friends -- they are all going and looking at what each others buying. this is new. >> you know most of my background is in merchandise.

i love buying selling as do we all. the items you mentioned are great examples. it should be fun to go in and shop and i think it is today. the seasons help with that. it's -- we roll on from valentine's to easter, before you know it will be back to school and then holiday again. the store is always changing. when you walk into a store you can see color and you can experience things, smell and other things that make it really fun to go and check the stores out. that's why the traffic is up. it's more than just utility. it's also a fun experience. >> it's incredible. you know i'm used to cosco having it. you have it. the other thing you seem to know. you know what i want. i walked in in december. trying to figure out what to do super bowl. you had this whole area of everything that we wanted. giant area. did you use ai to figure out what to put there? >> yeah. we use a lot of technology to help us make those choices. what we want to deliver is a shopping list. you know if you did have time.

everybody is busy and you and your family are busy. you don't have time to really think through maybe the super bowl party. when you walk into either the app or you walk into the store it should be like we about read your mind and you know you need soft drinks, you know you will need chips and dip. you know you will need quite a few of the items. if we lay them out it's more -- >> it's easy. it's fun. >> want to go back. you talked about the associates and how great they are. you gave wage increases. a lot of people felt that was wrong and they -- obviously not true. you also are giving the 40,000 people. they are going to get the split. they will get the dividend increase. this is major for your associates. >> it is. you know we have had a longstanding situation where a lot of our associates are share holders and that is what's happened here. it's exciting that we have

400,000 associates that participate in our share purchase plan where the company pluses it up about 50% on the first $1,800 a year. you get a generated return from the company even if the stock didn't move. now in this case it'll help the associates feel what they can be a whole share faster. it feels better to be in a position where you can buy a whole shares and we gave equity through the united states and people are excited about that. we see a plan over the next few years that we are very excited about and we are trying to send signals to our team that we want them to participate in the upside. have more than just a job and build wealth for their family. >> and you are doing it. want to say congratulations to you. just an amazing quarter and thank you for holding the line on inflation. the country needs you. >> you bet. thank you. >> presence of wal-mart. this was a blow out. this stock is not done. it's what the associates are

really doing. coming up cramer checks under the hood. reactions to robin hood's latest reports next. in the u.s. we see millions of cyber threats each year. that rate is increasing as more and more businesses move to the cloud. - so, the question is... - cyber attack! as cyber criminals expand their toolkit, we must expand as well. we need to rethink...

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energizing america with reliable and affordable uranium for nuclear energy fuel from our environmentally friendly extraction process. encore energy. (fisher investments) at fisher investments we may look like other money managers, but we're different. (other money manager) you can't be that different. (fisher investments) we are. we have a team of specialists not only in investing, but also also in financial and estate planning and more. (other money manager) your clients rely on you for all that? (fisher investments) yes. and as a fiduciary, we always put their interests first. (other money manager) but you still sell commission -based products, right? (fisher investments) no. we have a simple management fee structured so we do better when our clients do better. (other money manager) huh, we're more different than i thought! (fisher investments) at fisher investments, we're clearly different. before we get too bogged down with this week's reports i want to talk about one of last week's reports. a week ago robin hood markets,

that's the disruptive firm had a fantastic quarter. it's 13%. the next day and it kept running. finishing the week up 21%. this comes on the heels of a huge run as the stocks go from under eight dollars in mid- november. just over $14 today but actually mixed feelings on this one. the company has some longstanding problems they have haven't done anything to fix or maybe they just aren't concerned about them. i can't tell if this move is sustainable as it works. that said the quarter was very strong. a big top and bottom line. positive earnings per share. wallet was looking for a small loss. this is only the second time since the ipo that robin hood had a quarter and it's mostly because of aggressive cost cuts. they slash their workforce by 7% last summer it's translating in to much higher earnings.

they are seeing big growth from their higher tier gold subscription accounts accounts. average revenue shot up by 23%. also a lot. the co founder was eager to talk to a -- which have continue in the first quarter this year. it's coming other houses. we learn that robin hood's january net deposits were coming that. other brokers. that $4 billion hole was the highest monthly to thel since the first half of 2021. how about the height of the game stop short squeeze? they said it was seeing a quote here. continued strength in early february. nice preview there. robin hood is making an effort to win these account transfers rival firms. especially with wealthier clients. why am i on the fence?

simple. i'm concerned about how the company makes its money. and about what it's users are investing in or maybe i should say trading in. since it became public because it's users seem to be developing bad habits rather than investing in stocks they prefer to gamble on options for cryppto. i -- any way that's legal to make money is great. for most home game these are high risk propositions that i would not put these into my trust. it's ricky for robin hood to depend on them so much. when you look at the break down of based revenue last quarter $121 million came into options trading while another 43 came from crypto trading. combined is 82% of the transaction based revenue whereas just 25 million or

12.5% comes from equity trading. some of that is because -- when you look at the raw trading vibes the numbers are similar. the trend is getting worse. the e, qity, just under $300 billion. last year the vibes avenue ridged just 164 billion per quarter. it's almost been cut in half. their option volume weighed in at 293 million contracts in 2021. it unchanged last year. crypto vibes have fallen off but they picked up. 88%. not year over year. quarter over quarter. how much should we care about the fact that robin hood gets most of its transactions options in crypt trading? that's pure gambling. hold it. look at the amazing quart we are just got last thursday night. i don't think there's anything wrong with making money off options or crypto. this level of concentration to me, to me represents the risk.

sure wish they would offer their user base more education but the real problem is that -- the side of the business can be very boom and then bust. when the market is great you have tons of people on margin. if there's a down turn in the market the business will evaporate. bit coin store sup 50,000 but it's volatile. guess what? people loose their appetite for this pretty quick. for now i'm sure robin hood users base is thrilled which brings me -- robin hood has been was because they are making much more money on their net interest revenue. because of higher rates they are making more money off the money that's kept the deposits. that's why managers revenue accounted for 50% of the business last quarter up from 12% back to the beginning of 2021. the earnings results -- last quarter comes down to the fact we have been in a rising

interest rate environment. for them interest rates are likely headed lower. something that i have told you at the end of unlikely but i'm alone on this issue. if conventional wisdom prevails -- it'll erode the company's issues. they have been doing a fantastic job of that money. all else equal as -- this company will once again become hostage to options and cryptao trading. we note that -- the company is growing and now problem free for the moment. there's real good things happening for the company. the deposit trends are encouraging. i applaud their success but having said that want to dig in to the numbers there are still things to give me pause. here is the bottom line. i worry that as the benefit of higher rates starts to fade or reverse robin hood will be more depending uno its users making money on options and crypto trades which doesn't feel like

a long term growth strategy. buyingrobin hood here will be like making a bet on stocks and crypt, so i can't endorse t i can applaud their success but i don't have enough confidence in the growth to pound the table on it. worth watching to see if it's trader migrate to investor status u you may have the long term story that i would like very much on this scrappy outfit. that has to happen first before i can give it the thumbs up. let's take some calls. mary in new york. >> hello. >> hi. what's up? >> black has been going down the past couple of days. >> a lot of the thin techs, the financial tech steps but block is a charm stock. there are plenty of aists willing to pound the table any time it's down. they have that same reputation. notice i didn't say the company. the stocks. it's love. stick with it. i can applaud robin hood's success but in the end i don't

have enough confident to endorse a buy. more mad money ahead. what the heck is going on with palo alto networks. i want to know what the cyber king pin has to say. then we need to stop with the guess the month the fed will cut gain. how i think you should size up this market. all your calls, rapid fire in the lightning round. stay there.

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the current quarter on every line but for demand which is strong. check with the chairman and ceo of palo alto networks. >> thank you very much. >> nick it's great that you are here. i think that -- last time there was a great emotional moment that everybody sold and -- i'm wondering if that can be the same thing here.

>> there's a great amount of negative cyber activity going on. i need it all continue to be prepared for that. there is no problem -- we look at the quarter. the best earnings in a long time. we beat revenue. we had a lot of profit. there's nothing wrong with the demand function forecasting that we want to take this somewhere else. that's where the market is getting jittery. >> you use the word fatigue when it comes to getting more cybersecurity.

>> let me clarify. fatigue as it relates to having to deal with multiple vendors. trying to integrate them.

>> i read that the federal government is not spending as it was in cybersecurity. did they go to college to get stupid? what's the point of that? >> it's very important to parse. what we had over the weekend was a lot of enterprises and public sector enterprises with bad actors who are camped out. that means all enterprises, all public sector. all the infrastructure -- legacy vendors. in terms of the federal spending we had staff for a very large project. that was a missed process too. they were able to cover that by shipping a lot of not project backlog.

>> that are -- that say that are confuses about spending. do they understand the sec's rules about being hacked. are they just saying those two are too hard to afford right now. we will put them on another shelf. >> i think jim as i said in our earnings call the amount of conversations that we are having is at an all time high. the need for them to have a more particular infrastructure is at an all time high. they want more bang for their buck. they want to be more secured

faster. >> tomorrow people are going to come in and say the stock is down $80. one of the things that they said on the call was there will be a dip, a dip that you will see before there is an acceleration. you said for instance the federal government. you said the next quarter may not be that good. should i use the word abyss? >> listen. i don't think you are. if you are calling ai an abyss there is no cybersecurity abyss. >> jim, we have a lot of platforms to be able to

advertise any execution. i don't think anyone that would want to compete with us would be wanting to do that. >> when they look back at what happened here. was there a way to be able to say being the year of -- be aware we have to change our view and become more holistic. there's a sense we just rolled back all of what has been so right with the stock of 2024. you rolled back every single dollar. >> you know sometimes have you to consolidate to go out and double from there. i'm not worried about the stock prices as much as let's go back to the basics. our business is strong. demand is strong. we are executing better than ever. our leaders in 21 categories. we have sales people dealing with things every day who want to go head and get the cybersecurity platforms cleaned up. that's what we are going toward. that should drive the business toward a much higher, much better number than where we are than the world expected. i don't think there's anything

letting up right now. >> i had -- i remember one point he came on and he said we are not doing -- we are doing business piece meal. we will make gain platforms. stock got down 30% and then tripled. maybe just maybe we are catching this down 20% before the triple or maybe i just think that you are such a good manager and a good company that i am drinking something that i shouldn't. >> we are all committed here as a management team. we think this is the way the industry needs to go. five years ago we embarked anna a platform approach. we approached the world that -- we proved to the world that we can do that with cybersecurity. we built the evergreen company. we think the biggest opportunity ahead of us is ai. we think that will be create a new side of cyber vectors. there's nobody prepared than palo alto to deliver against that spread. i keep thinking ai is the first time that the people who are -- with large amounts of data have

a strategic advantage and the largest amount of security data in the world. >> we should -- you catch the chairman and ceo of palo alto networks. you came on, good bad, thank you very much. maybe i think better next time. thank you. e thank you. i will have a full report tonight for members of the club and remember we have a big meeting saturday. we will talk about what he should do after the stock. - so this is pickleball? - pickle! ah, these guys are intense. with e*trade from morgan stanley, we're ready for whatever gets served up. dude, you gotta work on your trash talk. i'd rather work on saving for retirement. or college, since you like to get schooled. that's a pretty good burn, right? fresh, warm hot dogs! when i'm not selling hot dogs, i invest in a fund

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lightning round is sponsored by charles schwab. trade brillintly. it is time.

lightning round. then the lightning round is over. are you ready? ned. >> hello. professor cramer, how are you? >> i'm doing well. how about you? >> i'm doing very well. before i ask my question i want to wish you a belated happy birthday. february 10th. my birthday, my twin brother's birthday are february 11st. >> you and your twin brother have the same birthday. >> yes. association my question, i have a notebook and i had written down your words of wisdom. >> okay. >> overtime and i was review that and i noted that you had said that you should never have more than say, three or 4% of a

single investment in your po rt folio. >> true. >> and i believe that i have an exception in pplx. >> mplx. i like it. i like the pipelines. i was saying just today to a couple colleagues, these national partners are very good. that is like a fixed income bond. i understand why you feel that. i still wouldn't go more than 6% but that's a very good situation. let's go to chris in new jersey. >> hey jim. such a pleasure to talk to you. thank you for taking my calls. >> thank you. how can i help you? >> listen. semi conductor stock. made a good move early on in the year. i'm thinking will be a beneficiary of the chip stock but it's kind of stayed stagnant talking about semi conductors. >> we will let the stocks come in. we are seeing what's happening. we are seeing that they are rolling over. we will let them come down. we will get great prices.

they can't be so eager to. let's go to robert. >> hey. thank you for taking my call. >> of course. >> i bought cls in october at 21. it's now at 37. >> well what ru going to do there? you are going to sell a third of it. it's a very dicey ituation. it's contract manufacturing. that is the conclusion of the lightning round. >> the lightning round is sponsored by charles schwab. coming up, what signal is the retail coho rt sending the fed? why cramer wants the guessing games to end, next. giving traders even more ways to sharpen their skills with tailored education. get an expanding library filled with new online videos, webcasts, articles, courses, and more - all crafted just for traders.

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last call. >> we're at the intersection. we got to stop spending so much time trying to guess which month the fed will cut rates.

it's point ill right now. if you have been paying at tension paying attention most prices are going higher, minimum raise boosts causing ripples across the country, inflation still stalks us. there are sectors of the economy where i can say that inflation is playing havoc with the numbers causing us to be stuck by higher prices. the whole restaurant business is still experiencing wage gains. not as big as they were during the pandemic but that's hardly reassuring. too many job openings. that's the story across so many segments of the economy and especially in the cuban restaurant business. retail is a huge boost of wages, home depot and wal-mart talked about their huge wage increases. perhaps even more important, store managers base sal rays are going to 128,000. they can quiet up to 20% of the

base salary as a bonus. home depot a billion dollars investment. these are big employers and their actions matter. at the same time wal-mart is able to hold the line on on inflation. home depot is having a difficult time. still the fed doesn't want to see the big wage gains. one or even mildly successfulful it can't -- it can't cut. most important, home depot said the housing prices haven't come in. there's still a 40% since 2019. that's just -- that's five years ago. 46%. that's totally unacceptable. it should be unacceptable. just in case you think the fed can focus on layoffs we haven't seen the kind of mass casulties you would expect. the tech layoffs, there are so many executives like -- but

only other many years of being efficient which brings me back to the idea we need a rate cut as i hear so many say. the earning season says the opposite. maybe the fed made a mistake when they said -- perhaps they got ahead of themselves when they signaled multiple rate cuts this year. what industry needs rate cut s? services? we are just going to see a higher wages. auto we have a chance to create the inventory bulge that could cause prices to go down if interest rates stay high but we don't have. food, it's only in some aisles. we all know that supermarket experiences are painful. travel major it just won't stop going higher. i say stop the guessing. let's see if we get any rate cuts in 2024. we don't need any, i know that. the fed has to cool any behind the scene rhetoric that cuts coming wait for a couple of

months with unemployment above 4% for taking any action. otherwise if you are waiting to buy socket when is rates are cut i have bad news for you. the biggest gains will most likely be behind you. i like to say this always a market somewhere. i promise to find it for you. see you tomorrow. last call starts now. right now one last call, a historic moment for amazon. it may not be good news for investors. we will have raking developments. a bloodbath? a stunning warning from a chinese ev maker. walmart is making a big play into tvs. unstoppable housing, prices climbing and inventory low. pockets of value and opportunity are out there. flooding the market. why a surge of tns