and it's odd, mel, because last time i had beyond meat, i had an incredible move myself. >> not sure what that means. >> yeah, you do. >> cleveland cliffs. >> thank you for watching "fast money," despite all the esguys. "mad money" with jim cramer starts right now. my mission is simple. to make you money. i'm here to level the playing field for all investors. i promise to help you find it. mad money starts now. >> hey, i'm cramer . i'm just trying to make you a little money. half-full versus half-empty. you can apply that lens to everything in this market right now with the down, and it has

that game of .37%. you literally can see the whole tug-of-war play out today in the absence of one stock, apple. after word leaked out to bloomberg that he canceled 10 year project to develop an electric car, the stock up and trending about half a point. apple pumping another half dollar, it was incredible. just this lumbering cap stock. a real statement from the glass half-empty crowd. but then -- boom! it was off to the races. the stock pure wedding and soaring higher, pledging to a clear line of support. a stunning reversal. glass half-full continued. why? i think it's because these optimistic realists are embracing efficiency with projects going nowhere getting shuttered. especially if they now need to

invest in and generative ai. even as i believe that apple would find that particular comparison odious. the market for electric cars is worse, as we don't have cars that can be charged as quickly as he can fill up a proverbial gas tank. and we have range anxiety. without that charging infrastructure, apple could be making a product without a market. now they have the vision pro, which i know is expensive, but bear with me for a second. it's going to have a larger market as people develop and not just in the early adopter set. go try it on. i love it. or take the brand-new sports app. the more programs you can put on that and not slow it down, the more you will want to download it and ultimately pay

for it. that app could be the gateway for's warts for -- for a device that doesn't really have sports. and it is certainly more important than an electric car. i'm not against electric cars and we need to be sure we are going that direction ultimately, but if you are apple, you're better uses for that money right now. i go back to amazon, which figured out how to do more with less to get you the package cheaper and quicker. but hey -- it's a lot of same day these days, don't you think? i think bout meta , with its layoffs and recognition. you need to give yourself a return on investment for everything. he still out there trying to turn it into something, but is making progress. everything is firing on all cylinders there. with fewer people. the right fewer people. as for apple, we have no idea

what other things they are working on, so it's hard to say what is efficient for them. i think it's smart of them to shift that money from ev to ai. artificial intelligence has synergy with everything else they make, whereas an electric car would be its own separate thing in a market where they have zero exposure. i could do without that. what will he really want to see? you and i know i'm going on this. there some sort of order at google. i don't even want to call it alphabet anymore, because they never change the symbol, no one else does. here's something to ponder. how many outpost's, how many warrants are buried in this sprawling intellectual playground? you been fooling around with your fitbits charge six tracker for $159.99. is this the one you want google wasting his time on? and then you have garmin. truly a great use of

brainpower. you know better. let me just check on my phone to see if i can find out exactly on my watch -- oh, there it is. famous audio workout. or how about this? google had at one time two different health initiatives going on. not kidding. they started one in 2018 who ran by david feinberg who then moved on to dissolve the division. why not? they already had a business devoted to health and life sciences. two different divisions for health and life sciences at one company? what is that? it's google. survivor google island. the ceo, he got nothing for the losing divisions. it's bad, big deal. i believe self driving cars are the way of the future. it's easier to say that and say it isn't. i think electric cars are the way of the future.

but they are not the way of the present. and while it would be a shame to see them have a fiasco, it shows us that there are real safety issues that haven't been resolved for driverless cars, and not just black ice. how much money has been spent? how much more will be and? we know it's price share is just -- it is a laugher. as low as the magnificent seven. for a reason. it might be the worst one. we know artificial intelligence has been, let's say, episodic. but google's biggest fiasco was taking over the nfl sunday ticket package and doing absolutely nothing to monitor my monetize the thing. all of us are doing daily fantasy, we are all doing daily fantasy or plan fantasy. and i like cats. i was once a cat spokesman for about 30 seconds. some of those aluable real estate in the world, and

they're busy with kittens? no analytics, no creative daily fantasy, nothing. you don't even know how they did on it. they took one of the greatest franchises in the world out there with nothing. no fanfare. nothing cool like amazon has done. they bought it and they deep- sixed it instead of embracing and promoting it. heaven forbid they really give us a breakdown on how it's doing. who is this google so made it that we now use copilot instead of google search all the time? who is this google is so many divisions that you feel you are investing in some kind of black box with a license to lose money? there has to be some point where they push through a year of efficiency and we finally find out how many different divisions and how many layers aren't perusing anything. like the nfl sunday ticket, just lying fallow? is the unvarnished truth that

no one wants to say because they are afraid. it's stock would be dramatically higher if apple did what they did today by bloomberg. it's justified because -- well, it's justified at google. that's called circular reasoning. they were double, triple. however, this weekend, at the investing club conference, i broke the taboo and said, you know what? i have no idea who they are anymore. alphabets, google, clouds services, drones, the balloons -- remember that? and now heaven forbid, problematic. plus a self riving business that may never see the light of day. not to mention a search with a boost from generative ai and a lot of lawsuits, too. they've got lawsuits. the problem is that the people running google don't seem to know who they are, either. they need a year of living dangerously for the thousands

upon thousands of employees. projects that might just be described as deadwood in another era. here's the bottom line. it's time for google, alphabet, whatever -- i don't even care. just stop running us as skunk worms for all sorts of ideas that may or may not work and start actually making some money. otherwise, let's just say i smell a skunk. daniel in new jersey. daniel. >> jim, it's an honor. i've been following you and listening to you for 19 years. you are the only person on wall street teaching the small guy. truly an honor, and appreciate you. >> thank you, daniel. sometimes i get hard on companies, but i'm trying to help people make money. i like it. she was in my conference this weekend, the investing conference. we are trying to teach. and when you say 19 years, that's what made me think of virginia, because that's how

long we've been together. how can i help you? >> i have an energy play. market cap is phenomenal. a ratio of 13.47. it makes money like you say, $1.09 per share. operates the national gas pipeline and transportation. wondering if this is a good investment work you would recommend nothing else. it is et. >> i like et a lot. i like enterprise, too, but i like et a lot. and i was critical because i didn't like some of the deals that he made. everything worked out, and he is welcome anytime on the show. kelsey, i was tough. i relented, and i like your stock for a while. it's time to come back. it's time for alphabet. where's the campbell soup? that's another stock that kind of flatlined. alphabet has got to stop running as a skunk works for all sorts of ideas and just focusing on making money. zoom has been in a tough pot

and after reporting a strong quarter last night, is this what we've been waiting for? then, one thing be responsible for dragging down the averages? i'm going to see what they're saying about the future. and then let's remember -- hymns and hers. i'm learning more about the story with the ceo, and i got to tell you, this one is one for the books. so stay with cramer!

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>> what's it going to take for the stock of zoom video to get its groove back? it's now been four years since the pandemic changed our lives, turning zoom into a household name. after searching in 2020, the stock spent the next couple of years getting pulverized as a world return to normal. they started facing some heavy hitters in competition like microsoft sales force. for the last year, the stock is been bouncing around from the low 60s in the mid-70s. last year, they had a sizable top and bottom quarter and a strong four year earnings forecast even as the revenue items came in a tad light. they rolled out a $1.5 billion buyback, which is pretty significant for a $20 million company. so could this be the beginning of a turnaround? let's check in with kelly, the

cfo zoom video communications to get a better read on the quarter and what comes next. welcome back to mad money. >> hi, jim. thanks for having me. >> i'm so glad you are here. you were so much to your beat. i thought this was one of those numbers, kelly, that could be the start of something big. i want you to what walk us through what led to the beat, because it is pretty significant. >> we were very pleased with our q4 results, as you highlighted. we announced revenue a little over $1.14 billion, which was ahead of our guidance. we also have very strong operating margins, and our free cash flow is up over 80% year- over-year at $333 million. and that was a result of a lot of hard work this year focusing on expanding the platform, momentum in zoom phone. we are starting to see a lot of great wins. we have contact center, and stabilization in our online segment. so all of that led to a really

positive result. >> i think some people just don't even bother to open the deck on your company. i saw this, which i thought was exciting. customer experience solutions, it's a remarkably tough and good company, top 10. the worldwide liquor company. can you kind of give me a sense of what these companies are doing with zoom that makes it so that there's really some traction here? >> yeah. as you said, it was a brand-new customer win for the quarter. thrilled to have them joining the family. they brought our bundle, which includes not only meetings, but also teen chat and phone. i think what they recognizes the total cost of ownership coupled with the amazing ease of use and reliability you get from the platform, and as you mentioned, they are very focused on the total possible. this is a great solution for them. and then they been a great customer of ours using both meetings and phone for several

years now. they expanded into using contact center, as well as in virtual agent. they've seen how we've transformed their meetings and their phone experiences, and now are ready to leverage that into contact center and our virtual agent. >> now, the decision to make that giant repurchase, how are you going to do it? it's not accelerated. are you just going to be there on days when people just don't think the company is doing as well? it's suddenly a huge amount of cash. you are an incredibly conservative company, which i like in uncertain times, but this buyback could be very significant for a company like zoom. >> yeah. first and foremost, our priority is investing for growth. so that means organic through expansion platform, and go to market. but also, potentially in again. as you just highlighted, given the strength of our balance

sheet, the $7 billion in cash and the no debt, we also expect to generate free cash flow in 2025 of approximately $1.4 billion again. that gives us a lot of flexibility, that we can do both. we can continue to look for opportunities to either accelerate development, or do potentially something more transformative while also now providing returns to our shareholders by executing this buyback. it will be done in a very measured way throughout the year. we will look for opportunities. we set up a buying program every quarter so we look at where the market conditions are, and that's how we decide how we want to execute this. >> you did use the word transformative. you're telling you something really big came along, you might want to use some of that cash toward to make your company more relevant, for something like ai? >> we look for inorganic opportunities across the whole step. it might make sense to add something where we are already

investing to potentially accelerate that, could be contact center, ai. we also look for opportunities that stick next to us. i think it's a perfect example of a portfolio that hasn't been in our core, but is a great addition to our portfolio. >> today is one of those days are my pc was slow, which means they want you to turn it off and put it back on. sure enough, what happens? they must've known i was going to interview. it opens up to teams and then gives me three separate pages for teams. i don't want those paid is. i want to go right where my pc is. that's not antitrust, i guess. that's is what they can do. >> yeah. what we hear from our customers all the time is they love zoom, right? they want to use zoom. as you just indicated, you are

one of those. nobody loves teams. they get sort of -- forced into this situation sometimes based on other decisions. but we are really focused on continuing to provide a platform that provides windowless human connection, and by continuing to innovate and provide great products to our customers at an amazing total cost of ownership, we are just going to continue to solidify their love. >> the most important reason i use zoom and many others, it started with remote work. what is the state of remote work in this country right now? >> so we have customers that are fully remote still. they have chosen that as a way of working because of the flexibility it provides their customers, and quite frankly, potentially on the savings they are seeing, they have made it work. we also have customers were

fully back in the office and a lot that are somewhere in between in potentially structured hybrid approach. the great thing is that zoom has tools to support them no matter where they are in that work journey. we have the meetings platform that everyone has come to know and love. and then we have an amazing rooms and events offering as well. we also have expanded recently into workspace reservation so you can reserve your desk in the office and we know you are coming in for lunch, for example. really working on expanding a platform that meets these customers no matter how they are embracing their players were style. >> first of all, and throw you came on today because this is a very positive day for zoom. people have to refresh their views. a look at some 2% revenue growth versus 17% for workday and decide that that's the future. maybe that's the past. maybe there's a lot of things happening here. and i'm thrilled that kelly steckelberg , cfo of zoom, came on the show.

i always enjoy talking to you. thank you. mad money is back after the break. >> cramer checks in on apple's trajectory, next.

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market now that it's incredible recent run has cooled off a little bit? the averages may have gotten a huge boost from earnings season, but how long can this last quest mark the federal reserve is a lot less likely to swoop in with a series of aggressive rate cut, something many portfolio measures were frankly betting on. we got this real bizarre situation with little in the way of precedent. we expect the stock market to be in real bad shape after they take it up by five percentage points. the market is doing great. the underlying economy hasn't suffered much. so many companies keep coming up with revolutionary new products. just on unusual market all around, isn't it? i find the same thing, i'm looking at the tape each morning and saying, what's going to happen today? that's why tonight, we go off the charts with the help of jessica. she's the first woman on trader

desk and is now the director product and education options play. she's also the cohost of the market make her podcast. she pretty much called the bottom of the averages in late october. right as it was happening. and in mid-january, she said we should expect a good year in 2024. if you go back to that point, a lot of people were very worried that we have a big selloff. and while she's not ready to go negative, she is actually feeling like the tech heavy nasdaq 100 could be losing steam. that would be a serious problem, because tech has become the most important industry group in the market. so take a look at the weekly chart of the nasdaq 100. as the index made from the 100 largest nonfinancial companies in the nasdaq composite. it's still a bullish trading cycle. but she sees the trend losing strength. what does she mean by bullish

trading? we look at the 13 week average, okay? the 26 week and the 40 week. those averages, because the 13 week translates into a quarter, and a quarter is our baseline unit of time for evaluating anything in this business. right now, a 13 week, 26 week, and 40 week average have also been upwards. i don't know what she's worried about here. however, when you look at the bow, and i know this might be hard to see, but that is this jumble. you can see that that is encasing these things. that's important. the bands on these purple lines above and below the price action, you can see that it's no longer hugging those bands, which is what it was doing, and she says that often happens when a rally is fading. and a stock or an index is about to start trading sideways. by the way, i'm a sideways guy, but some people just say, i don't want to do that if it just going sideways. the nasdaq 100, a 13 week

moving average which currently stays at 17.180, okay? but that is nearly 800 points from here. a big decline. in general, this is still positive. but the instance is keeping an eye on the moving average, and that is down at the bottom, okay? that's a key momentum indicator. if they ake a new high while it makes a lower high, that is bad. that's as we could be looking at the top. we are not there yet, but it is something we should definitely watch for. let's check out the weekly chart of the s&p 500. this one is a little simpler. the s&p is also in a bullish trading cycle, and in general, this is a much more positive chartres. it's made an engulfing pattern. that's why they have a higher high and lower lows, but

ultimately finished the period up, in the black, so to speak. it means that it's likely to continue. at the same time, it blew through the ceiling at 138.2%. we discovered that the other day, how these resistance levels. that has now become the new floor support. that's a 45033, down almost 50 points from here. if it keeps climbing, the next resistance level will be 5296. that be a fantastic day. however, they are adamant that it depends on the nasdaq 100, because this rally can't keep going. and we saw, as he sought just now about the nasdaq 100. how about an equal weighted fashion that measures all 500 components the same, instead of weighing them by market cap? this is a way to sense the breadth of the market without the out sizing influence of the mega caps. the in skip says the s&p equal

weight region strength shows clear signs of broader participation. that is very good. it's not running at a ceiling of 6558, and that's where -- it made a lower high in january of 2022 when the market had just started rolling over. the s&p equal weight needs to clear the hurdle before the normal s&p 500 can start making highs again. she wants to see the equal weight close above 6558, okay ? a weekly basis before she's willing to pound the table, luckily, that's only a few points away from where it's currently traded. finally, let's adjust the length of the chart. let's talk apple. you know i we say the same thing. own apple, don't trade it. but do chart it. she seems concerned about their impact on the nasdaq and the

s&p. makes sense. she's worried because she things apple is in consolidation mode and could be at risk of falling into a bearish trading cycle as the 13 week moving average is now sloping lower. see this? this is what she's worst worried about. that sloping floor, they are flattening out. but you can't have this breakdown there. we just can't. the good news is it does have a nice floor support of $180. that's where it made a weekly high on january 3rd of 2022, by the way. the bad news, the stock is only two steps above the floor. there's another floor supporting, but apple drops below that level and you should start to get pretty concerned. right before the announced that they're going to get out of the car business, the singer threatening with this level. it's like a magnet. in the end, we see a market with a lot of moving parts.

the nasdaq 100 appears to be losing momentum and it's only natural to pull back after such a strong rally. the s&p 500, too. whether he can keep running higher, comes back to the regular components, which you can see. in the s&p equal weight in the mega waiflike apple, right now, it's showing strong signs of breath, but it needs to rally a little bit before it feels really bullish. at the same time, she's watching apple like a hawk. if apple breaks down below 174 and change, it is so big that it could throw off the major averages. here's the bottom line. it could go either way, which is why she says to focus on the equal weight breaking out a few more points to the upside, or apple holding above its key floor support. if both of these happened, we are in paradise. but the equal weight stagnates while apple pulls back, she

thinks the s&p 500 and the nasdaq 100 could be due for pullback. she was adamant we were going to have a big rally at the end of the year, so she is not idle. let's go to dan in illinois. >> hey, jim. i want to get your opinion on the infrastructures dock, one that you don't hear very often. the reported earnings last night, the name of the store company is sterling infrastructure, the symbol is sp rl. an operation in three segments. infrastructure, of course, which includes data centers, warehouses. that takes up about 45% of the revenue. transportation, they work in highways, airports, rails, storm drainage, and lastly, building solutions, concrete parking lots, at that or a. >> you have a winner here. it's frustrating to me, i have an infrastructure stock for capital trust. i wish i had five of them. what can i say?

these are the stocks to own. and as far as i'm concerned, yours looks as good as the others, if not better. so i say good work by you. our viewers -- are doing a terrific job putting great ideas in front of me. keep them coming. she's looking at a couple key names like apple and the equal weighted s&p to see which direction is marked go. this thing can keep going. but if they reverse course, then we could be in store for a real pullback. including hymns and hers rocking out of here with whatever that is about. another big mover, 100% a positive results for this weight loss drug. i think this is an important lesson on how to handle your winners. and of course, rapidfire in

tonight's edition of the lightning round. stay with cramer. i am every opponent you've ever faced. let's dance lizard. i can take any form i desire. awesome! i mean it's disturbing, but it's awesome.

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>> look at hims and hers health run . you probably see the ads for this, and let you speak to doctors online, help you with mental health, baldness, weight loss, whatever. hims and hers came public during the merger a few years ago, and like so many of them,

got annihilated. even a few months ago it was traded at just five dollars and change. but since then, it is been screaming higher. another huge move today after the company report of a magnificent quarter last night. could this be one of those rare post-back stories that puts boston into a higher-quality company? welcome to mad money. >> thinks for having me. >> this is some quarter and this is your first time, so why don't you just give us a basic overview of your platform into health services and what is the value proposition for customers versus say, some of the others that are out there? >> it is simple. we help people get access to world-class care from the comfort of their home. they can pick up their phone while sitting on their couch, talk to a licensed provider, get personalized medicine delivered to their door in just a couple of days for somewhere

between $30-$50. so it's mass-market, it's affordable, it's clinical excellence, and it's going after the things people really care about. you are talking about categories like weight loss and mental health and dermatology and sexual health, if i can mention. these are some of the most emotionally resonant categories to people, and it really drives how their day goes. we are helping them take on this challenges and getting personalized care for them. >> i find a lot of the areas that you talk about, they are gutsy. a lot of people don't want to talk about them. they are uncomfortable. they do want to talk to a doctor, they just don't want to talk to other people about it. how do you pick up the categories to emphasize? >> in the core specialties we offer, there are over 100 million people struggling in this country. they are massive. every household in the country is struggling with one of the categories such as weight loss, sexual health, dermatology, mental health, and what we are doing is breaking down barriers

to get access. that could be making it more affordable, it could be removing segments, making people understand that these things are common and normal. it could be educating them that there are personalized treatments we can make an manufacture for them that actually work. and ultimately, what that is doing, is bringing a lot more people into the arket. we disclose that revenue is growing very robustly. we are also bringing new people into the market and it's because of that barrier breaking that that is the result. >> the progression is really quite stunning and how many of added in the last 18 months. >> we are over 1.5 million subscribers on the platform. you're talking about a healthcare industry that is $4 trillion and has juliet to be disrupted by modern consumer care. what i mean by that is customers can't pick up their phone, get access to price transparency and choice, and then make selections. that's exactly what we are

offering. ic 1.5 million subscribers on the platform today, what gets me excited is adding 10 or 20 million subscribers to the platform, because i really believe in this $4 trillion healthcare market with a majority of customers are going to be going to a platform like ours in the future. >> someone told me, they said don't emphasize those guys. they send you to gop. so i went on weight loss, i wanted put in my numbers. there were about 25 questions. that's okay. it shouldn't just be like, let's check your weight. and then they sent me metformin. i don't know metformin. i know people take it and it is a wonder drug, but what if i said, i don't want metformin. i want glp. when i then be speaking to a physician and they might say metformin is better for me given my profile? >> that's the beauty of the platform, as you can have real conversations with real restless. within a minute, you can connect on your phone, get access to a specialist that is

licensed in your state and have a discussion about the pros and cons of different options. this is one of the hard things about healthcare. you go and you get prescribed whatever they give you. and the reality is, with google and the internet today, people want to have choice and they want to be a part of that conversation and part of that discussion. and with the personalized infrastructure that we built which allows us to prescribe an manufacture and compound different medications at different dosages for your specific needs, it gives customers that ultimate choice. >> you are making some tough choices about what you are trying to cover. ptsd, insomnia, substance abuse -- i know these are undercover areas because they are so tough. but you don't care, right? >> you got to go straight from the top. we know these customers exist. it's why we are so excited about the robustness of this year. we put out guidance just yesterday of over 1 billion in revenue, a full year of profitability, and the momentum

is driven by these tough categories. solving the hard problems with technology, with pharmacy operations to deliver great clinical experiences to the masses. >> i got ahead it to you. it is something i think people should check out. i checked it out, and i thought, this is a rigorous process that you have. it's not just ome meal. it's a rigorous process. he's the cofounder, chairman, and ceo of hims and hers . it's great to have you on the show, sir. >> thanks for having me. >> mad money is back after the break. >> coming up, cramer takes your calls. and the sky is the limit. it's a fast fire lightning round next. so this is pickleball? it's basically tennis for babies, but for adults. it should be called wiffle tennis. pickle! yeah, aw! whoo! ♪♪

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>> lightning round is sponsored by charles schwab. trade brilliantly. >> before we get to lightning round, i need to let you all know how fired up i am still about the investing clubs meeting this past saturday. we were talking about the club's portfolio. we had a special segment going through the history of mad money with our own very special executive producer, regina gilden. she was on stage with me sharing some behind the scenes secrets and stories from almost two decades of the show the first time in ever. catch the highlights or the whole meeting on demand. here's what you need to do. just scan this code or go to cnbc.com /fast sale to learn more.

and then the lightning round is over. are you ready? >> jim, how are you? >> i'm good, dean. >> good. i'm a charter member of the investment club. >> thank you. thank you for being there. >> my stock, my company started out as a real estate investment trust. it is now a profitable global alternative asset manager. the name of the company is digital bridge group. >> i remember it. you are quite right, and it's a good start. our viewers are so smart. that's a really good call by you. let's go to dennis in south carolina. dennis. >> hey, jim. i'm in south carolina.

i'm calling about food packages in the country. what do you think? buy, sell, or hold. evergreen. >> i can't do this. as much as i'd like it. we are seeing some really good numbers from these companies. i can't do that. i don't know it well enough. let's go to steve in texas. steve. >> how's it going? >> is going well, how are you? >> good. what is your opinion on anheuser busch? >> i keep coming back to thinking the constellation brands has better cash flow, more opportunities, and has a wine business it could tell. that's why the trust owns that. the going to be thankful to shareholders and have management on the board. i like that one. go to george in california. george. >> this is george from shy

town. i have sound hound ai. >> that's just nvidia. i think that's my next one, because that's mentioned by nvidia. and that is the conclusion of the lightning round. >> the lightning round is sponsored by charles schwab. fresh, warm hot dogs! when i'm not selling hot dogs, i invest in a fund that advances innovations like robotics. fresh, warm hot dogs, straight out of my torso! one for you, one for you. oh, you're a messy one.

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>> last call.

>> when a market gets too speculative, you will see these gigantic single day runs from individuals docks. what happened to biking therapeutics? these guys announced that their clinical stage glp-1 weight loss drug could work even better than the fully approved ones from eli lilly. this announcement sent the stock to the stratosphere. of 121% for the day. but guess what? you just hit the jackpot.

you know that now, because they filed an offering for $315 million tonight. they will probably raise a lot more than that. when you hit the jackpot on the speculative stock, at the very least, sell half the position so that you are purely playing with the houses money. it's especially true for biking therapeutics. when you see what they have, the drug doesn't actually seem to rival lilies, not in terms of time on the market and not even in terms of what weight loss. if you believe today's headlines, there phase two data showed that the viking candidate led to more weight loss than you get from on charo, the drug lily currently has on the market. but you think lily isn't working on their own improved glp-1 drugs right now? of course they are. in fact, they've got eight drug in phase three. plus in these situations, the tie goes to the opponent. we've been finding situations

were no-name pharma comes up a household name pharmaceutical, a company like lily. and less to say the egulars have to treat them a little differently. so there's no particular urgency when it comes to this, and extremely similar product from a company they may have never heard of. i'm not saying they would block something like this, but like it or not, it gets held to a higher standard and the approval process tends to take longer. it is for me to phase two trial, so you can still be years away from commercialization. even if it got approved tomorrow, they don't have the ability to manufacture the drug at scale. even then, they would struggle to make a real dent in lilies sales, purely because they lack the production capacity. hence why we keep sticking with lily. the $350 million or more shares that they could sell and get tomorrow could allow the stock to go higher, and even to a bigger offering. but it won't get them to the

finish line on this. and that's why once again, you need to ring the register on viking. especially when there's a homework assignment just last may. we set it was time for a great speculative stock. that was when the stock was lower. much lower. some 607%. you don't want to be the third or fourth to get in there. i'm going to suffer from migraines. i take it once and a month injection, and then also improved to other drugs that were similar, by major companies. my doctor kept me on as it worked, and you don't change to a new one if the old one works because it is too risky. think of it like this. they are all companies that know the game and play by the rules. they do gigantic studies, if it wants to get his weight loss drug approved. those clinical trials cause a fortune and a huge percentage of them fail.

a phase two study by a no name pharmacy who comes in and suddenly is better on weight loss than the current standard but own a portion of what lily owns in the pipeline, consider yourself lucky. don't stick around too long and get those gains back, even if tomorrow's offering is successful. i like to say there's always a market somewhere. i i am jim cramer, see you tomorrow. last call starts now. right now on last call, consumer is evidently okay, but -- the florida governor renews his battle with disney. he joins us to explain why. a.i., big coin mining are booming, but is there enough power to support them? we got some numbers you're going to want to see. another big insider titan is selling.