>> can't wait. >> we'll break it down on other shows. >> transocean that comes up rigged and it's in stealth rally mode >> thank you for watching "fast money "kwot. we'll see you tomorrow for more fast "mad my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. w welcome to cramerica i'm just trying to make you a little money my job is not just to entertain, wu educate call me or tweet me @jim cramer. amazon takes heat for hurting small businesses alphabet gets blasted for taking

both sides of advertising. the buyer and the seller apple just absolutely gets crushed because it makes such a good phone that it calls a lot of shots in the industry, maybe more than it should. ostensibly that's why the justice department and the federal trade commissioner are going after these two companies. in reality, let's face it. the white house thinks they're too big, too powerful. the government's approach to antitrust has cast a pal over this market. starting to take its toll, dow losing 160 points, s&p declining, nasdaq 2.7% i'm ging to go over these lawsuits the ftc against amazon and the s justice department against google as well as apple. they're becoming overwhelming for you, the investor, the investor class they lurk daily and make it difficult to invest in three of the best companies on earth. let's start with amazon. ftc claims that -- and i quote, amazon's ongoing pattern of

illegal conduct blocks competition allowing it to wield monopoly power to inflate prices, degrade quality, and stifle innovation for consumers and businesses first, does anyone really believe that there are an estimated 167 million prime members in the u.s., roughly half the country people love amazon prime because it cuts prices and raises quality and promotes innovation for consumers and the enterprise if it didn't, it wouldn't have any members. amazon's biggest rivals walmart and target are doing everything they can to catch up, and they often succeed, but amazon keeps prices low so it's hard to beat them you compete on price, and now the justice department says they're wielding monopoly power to inflate prices. what the heck are they smoking did cannabis finally get legal it's not illegal to beat your competitors. in the end, the government doesn't like amazon because it's a $1.9 trillion company, the ftc thinks is too big. i wish they'd just admit that, though, but it's not against the law to have a high market cap.

google, the justice department sued google for monopolizing digital advertising, they say, and i quote, through serial acquisitions and anticompetitive auction manipulation, google subverted competition in internet advertising technologies, end quote. look, google does represent both sides of the trade when it comes to placing ads in some online spaces they are facing increased competition with tiktok, but more important -- and this is what is so obscene and absurd, they have an exintestinal threat from generative ai which many people think is going to replace google search. if i have a specific question i go to chat gpc this law was out of date at the time it was filed because of these threats. it's kind of embarrassing, frankly, they're fighting the last war ouch besides if you want to place an ad online, you don't have to use

google you can use trade desk they do an amazing job if you take one look at their incredible earnings growth and revenue, more and more people are just doing that. maybe justice should have read some research reports. take it from hold the buy. again, in actuality, justice thinks google is too powerful, so they want to make it less powerful competitors like tiktok and trade desk have already done that and so has chatgpt and claude 3 competitors don't mete out punishment, they just hurt your earnings which brings neme to apple, whih includes a total hodgepodge of allegations that lacks any rigor at all, even though it's filed by a department that historically has had a lot of rigor. it's kind of unlike them now, we're told that apple suppressed super apps, that they suppress cloud streaming and that texts from non-iphone users are fuzzy, slow, and green making it harde for apple users to send videos to their mommies i'm not kidding. a mother came up

justice also accuses apple of having 65% market share in american smartphones by revenue, even though it's less than 48% if you go by units, which frankly is really the only relevant metric. quote, apple's broad base exclusionary conduct makes it harder for americans to switch smartphones, undermines innovation for apps products and imposes extraordinary costs on developers, businesses, and customers, end quote they make a great phone, better than everyone else wow,n never knew that was a yie. they had 34 million registered developers working for them. it doesn't seem like a suppressed group, and they have extraordinary costs? do they have to lower their cuts so we all quit our jobs and learn to code? they impose the cost to consumers. why don't you buy a cheap lg phone then did the government forget that no one really pays $1,600 for an iphone unless you're a total dope the phone companies subsidize your purchase. i have no idea how much i paid for my phone because it was so

heavily subsidized then when i was finished with it i got a huge amount of money back the dealer sends the phone to a bunch of other companies, it's all good it's so good that it's one of the ifew real bargains left in life when you remember the iphone is a product many of us can't live without in other words, we love our apple. it has the highest satisfaction of any company on earth. highest and that makes them dominant what are they supposed to do, make a worse phone so they're less dominant? i think so like amazon, like google, the government is going after apple because they think it's too big and too powerful just own it government you know what this lawsuit's ability, pretty simple it's about getting apple it's kind of like when attorney general robert kennedy put together a get hoffa squad with 20 prosecutors in 1961 jimmy hoffa ran the teamsters. bobby kennedy hated hoffa. there's one minor difference between hoffa and the teamsters and tim cook at apple.

hoffa was guilty cook and apple are innocent, that doesn't seem to matter, though nor does it matter that everybody who has an iphone loves it how can you say apple has hurt creators of products given that it's almost impossible for a company to get noticed with its own website. so you fight to get into the app store, if you're trying to sell something, you can either sell 100% of nothing or 70% of something after apple takes its cut, and it doesn't -- well, it doesn't always take that much, frankly. i was one of those product people, i started at street.com, we could never get enough s subs subscribers. we went onto the app store and crushed it 100% of nothing is not as good as 70% of something. it's a bar ggain not with a dev but with an angel. maybe the lawyers have never started business we have to level with each other about this administration. justice and the ftc simply seem to have it in for the mega caps even as amazon, google, and apple are among the most respected companies on earth

before these companies came along, america was the king of carbonated soda, movies, that's what we exported, that's what we made then the mega cap companies come along with microsoft, which justice nailed in 2000, and facebook which has been after it forever, and netflix i guess gets away with it. maybe because they're basically part of the old economy, a big film and tv producer ho honestly, i wish the white house would admit the truth. they want to make the biggest businesses less powerful why don't try to pass a law though, rather than trying to get the mega caps under existing laws that they haven't broken. let's think about what happens if the ftc and justice get their way. if they crush amazon, do we have to go back to the store and at least pay a little bit more for prime. if they annihilate google, we'll take our queries to claude 3 if they get tim cook, maybe for the first time someone will want a nokia smartphone

now wouldn't that be great for finland? kyle in ohio. >> caller: boo ha very excited to see saquan >> howie rosen is a genius >> caller: tesla seems to be slipping behind the mag 7. do you think elon is too caught up with memes to successfully run the business or do you think he can get things turn around? >> he no like me i think he can turn it around. i mean, i think the stock's been holing in the 170, 180 area. they kgot a new iteration coming that's going to help us. let's go to tony in florida. >> caller: hey, jim, i want to give you and lisa a big booyah i was with you when you came down here and i -- >> thank you, lisa will be so happy that you called in thank you. >> caller: she was so polite and talked to us and we took pictures with you with my wife and it means a lot that, you know -- >> that's the way like to do it. it's better to be nice than to

be mean. what can i say how can i help >> caller: i live in florida, and this stock is my electric company, and it'ses -- energy and has a 3% dividend. >> i like it it's a growth utility, i like sempra and nexterra. you've got a good one. i will tell lisa at this point i wish the white house would just admit that they want to make the biggest businesses less powerful, break them up, punish them, i don't care if they do get their way, we have to think about what that means for the health of the consumer going forward and for the stock market, of course. "mad money," i've been thinking about which companies are poised to benefit a relationship with the king of artificial intelligence, nvidia i'll reveal the names of which ones i have andes tara labs went public last week is this a buyable ai name or just fluff in the buzzy space,

i'm shauring where i come down you have their products in your home, but do you have it in your portfolio, i'm sitting down with cabinet maker master brands to hear about their first year as a publicly owned company so stay with cramer. >> announcer: don't miss a second of "mad money," follow @jimcramer on x tweet cramer, send jim an email at madmoney@cnbc.com or give us a call at 1-800-743-cnbc adss something he to madmoney.cnbc.com. meet ron. ron eats, sleeps and breathes hoops, but oh how he can nail a software solution. you need ron. ron needs a retirement plan. work with principal so we can help you with a plan that's right for him. let our expertise round out yours.

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week, if you're in silicon valley, anywhere in tech, in cybersecurity, in med tech, in retail, in auto, you have to get right with jensen. it's just a fact of life i repeat, you have to get right with jensen huang, the cofounder and ceo of nvidia. he's changing the world, and if you don't change with him, you're going to be left behind right now nvidia has had not one but two different reakthroughs accelerated computing at a speed that's ridiculously fast, and generative artificial intelligence those are two different co concepts if you watched our cnbc leadership special about jensen, you don't need to know anything more about his life, but i want to talk about who's getting it right with jensen. because those are the businesses that will be successful and the stocks you want to own so who's gotten it right with jensen first among, amazon, here's a company that totally gets jensen e they have a great relationship with nvidia, to drive down prices for web services while increasing the speed and accuracy of inference.

inference is what drives product recommendations. you buy some socks, they send you to some shoes. amazon owns a big stake in anthropic. if you compare their platform to chatgpt you can see where that extra computing power goes, as it produces conversational prose answers to every query chatgpt sounds like a robot, while google's gemini reads like a powerpoint presentation. as for the core retail business, much of amazon's success comes down to their ability to make almost perfect predictions about what you might want to buy we are all creatures of habit. the machines have learned our habits, especially amazon's. if i could only recommend one stock as an nvidia pin action play, it's amazon. they're getting right with jensen, more than anyone in the world. the second is dell i think jensen regards dell as a crucial partner when it comes to installing nvidia systems everywhere you don't call jensen or his team if you want to install the new blackwell system and its acr acroute ri mmts, you call dem.

michael dell unique among all executives got a shoutout during jensen's fabled keynote, and he was in the front row to receive it talk about getting it right. i didn't know they were so close until dell's most recent completely blowout quarter, i think the stock has more room to run. after those two there might be a dropoff in terms of who's getting right with jensen. we know he values his relationship with zeeman's he calls manufacturing the final frontier, the true industrial revolution that comes with his technology something way beyond ai models that can talk to you the construction of factories is a gigantic business, and seeman's works with nvidia it only trades here it could be in a rinky ding avr, so i'm not going to recommend it. it seems to be the industrial that best shares nvidia's vision you might have wondered why i spent so much time with medtronic, the medical device company. they've chosen to part ner with

nvidia very aggressively i talked to you about medtronic's colonoscopy machine, much better at catching polyps j&j came up many times with its operating room of the future if you're buying that one, you're playing litigation rou roulette yes, ge health care uses ai, but they're not a huge partner the truth is jensen partners with everyone. your task is to figure out which partnerships are more equal than others does the fact that crowd strike announced a cybersecurity partner, that palo alto networks doesn't do business with nvidia. absolutely not crowd strike seems more right with jensen than palo alto palo alto is being called in for very big deals, which was much worse than the people realized, and i feel much better about this charitable trust name and on wednesday, i'm going to tell people at our meeting, at our club meeting that you should be buying palo alto. service now gets kudos for working with nvidia on work flow they're the go-to partner for

office productivity tools and methods. if you want to see what nvidia tech can do for your company's work flow, you call service now, not nvidia i'm a big believer in ceo bill mcdermott. who's next you don't hear much about it, but tesla, elon musk wants to build his own super computer, i know musk would prefer to build everything ai related by himself, but it's more efficient to buy from nvidia because nvidia is so far ahead for autos away from tesla, jensen is excited about his relationship with anson, outside of pittsburgh. it's being acquired by its long-time software partner synopsys i think it's going to become the one to watch cadence design system, a partner for using nvidia to help its clients in pharma. both stocks have been unbelievable performers. when it comes to the giant hyperscalers like amazon, nvidia is switzerland, they're neutral.

you saw prominent quotes from sin dar pin chai, i'm not tech savvy enough to differentiate which one's better for the nvidia suite they're both fabulous partners oracle makes a strong statement. oracle is trying to billed as many data centers as they can. same goes for meta platforms i was hoping i could point to a robotics company i think they don't take black well for ship and volume they're not ready yet. it will happen, though last week i sidled up to the bar of a robot and he made one of three drinks there was a human there trying to help him. finally there's a youth partnership, potential partnership that i mentioned before i think apple's vision pro is the perfect vehicle for delivering nvidia's super computing power. with nvidia's om any verse, i think there are a ton of great enterprise applications, the business to business, the darn thing practically sold me a car. i have no idea if apple wants to

go down that path. they play everything close to the vest i think you need to consider the possibility because the upside potential would be so huge bottom line, before you buy anything in these industries, ask yourself have they gotten right with jensen? not everyone who embraces their tech will be a winner. i think the ones who don't jump on the nvidia train, will most likely turn out to be losers "mad money" is back after the break. >> announcer: coming up, it's a new kid on the block, cramer dives into an ipo that may be wired for profits. next

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you probably heard about the reddit ipo that soared when it debuted at the highs last thursday, and then it took 30% today, 60 bucks. now, look, i'm not as interested in this one given that reddit's a 19-year-old company that's unprofitable and cash flow negative but it has had a mon monstrous run. last week another ipo was intriguing i'm talking about labs, which makes hardware for data centers, exactly what you need for the fastest cloud setup, or better yet ai this one came in hot astera labs priced its ipo at $36 per share, way above the initial proposed range

then the stock opened at 52 bucks and change last wednesday. if you'd gotten in on this deal, you would have had a 46% gain. the stock's gained ground every day climbing to $85 today. that's a 21% move for heavens sake the stock's doubled up 136% from its ipo price. like the old days. this kind of rally is for anyone vo involved i hate to see it it tells me the stock is probably overheated. that means there's too much speculation. speculation proceeds a real big downturn every single time long story shore, astera is positioning itself as a new way to play the ai theme they name dropped nvidia in a pros prospectus, though it's unclear what their relationship is astera says it's one of the hardware companies that's going to benefit as we rebuild data centers across the world for the more advanced computing needs. that's true. to be fair, they're probably right. but even if you take astera's

claims at face value, i take issue with the valuation you think it's hard to justify paying too much for this the best thing i can say is they've got good sales growth, up 45% last year when you look at that rough share count, a $13 billion company. that's well over 100 times last year's sales by comparison, nvidia sells for 39 times last year's sales, it had 126% revenue growth, so if anything, it should be more expensive. plus nvidia's profitable not astera but you can't value astera labs on earnings per share because it doesn't have any last year they had a net loss of 26.3 million that lost straight to 15.6 million still not great. meanwhile, astera is burning cash, negative operating cash flow last year they burned through 12.7 million during that period don't get excited about that that's not to say there's nothing to like.

while they had 45% revenue growth in 2023, those numbers got much better towards the owned. year followed by 148% revenue growth in the fourth quarter. the quarter is choppy but clearly things are moving in a stronger direction you have to applaud that if astera can put up fabulous sales growth their margins are going to keep heading in the right direction. when you look at the non-gaap numbers, their operating income turned positive in the third quarter, while their net income turned positive in the fourth quarter. keep that up and the company will be profitable this year interestingly, just this morning, we saw the first sell side analyst initiate coverage on astera labs, somebody gus richard at northland capital markets, he can cover the stock during the quiet period. his firm had nothing to do with the ipo, and you know what he is bullish as i'll get out. he started astera with an $85 price target, which is why the stock jumped 21% today his reasoning, he says astera's

superior connectivity solutions are ideal for ai infrastructure. he's predicting 133% revenue growth this year, expecting the company will earn $0.55 per share. still, when you get to the note on valuation, you can see he's twisting himself into a pretzel to come one a price target that's above where the stock's currently rading, at least before today forget this year's earnings or next year ears earnings or even the year after that, northland capital points to astera's earning power in 2028. they believe the company can earn $6.80 per share five calendar years down the road if they really hit the numbers, it's no at stretch to justify this stock being at $85. it's already trading at 85 and 2028 is a long way away, don't you think? even the analysts, and i quote, selecting a price target is more an art than a science, end quote, which i read as kind of a sign of embarrassment. of course if you value astera on next year's numbers, this would be a $32 stock protection for 2028 earnings

that's way too far out when you accept that they have the best connectivity quality, we don't know how protected they are from competition who knows if somebody else will come up with something better a year or two down the road. you need to make incredibly aggressive assumptions to justify the valuation, even with these why the heck would you buy an $85 stock with an $85 price target that's no upside looking at what people are paying for astera, all i can say is, well, how about something cheaper like nvidia, which is trading at 32 times next year's earnings estimates, and nvidia always turns out to be cheaper than it looks as they beat the earnings estimates huge over time when you consider what astera labs actually does, from connect tichty solutions which can be customized for customer specific needs, including the best comparison is broadcom travel trust name that i will walk you through at wednesday's club meeting at noon. this one's had a great wrrun. it still sells for just 23 times

next year's earnings estimate and even pays you a modest dividend while astera labs has a good story, and it is good, i think it's way too expensive at this price. why pay through the nose when you can own broadcom, something very similar for much cheaper. i don't want you paying up for these smaller ai plays we're going to phil in california phil. >> caller: hey, jim, glad to be with you i had about 20 years of listening to your show, a lot of good stuff coming out of that. >> thank you >> caller: the stock i'm interested in is oracle. it was about mid-100 at the end of '23 it now has jumped up to about 130. i wonder if larry's brought in ai into the situation? >> the oracle quarter was very good, and i always mention you got to mention the bad with the good i did not do well at oracle for the club i gave up too soon it's had a really nice move.

i think it can go higher let's go to georgia in maryland. georgia. >> caller: jim, mongodb. i bought it at 455, do i hold it sell it? >> this one is very confounded people it's confounded people because the growth did slow. i think we have to get -- you know, what can i say i can't tell you to sell it here it's just down so much from its high, but that was not the quarter i was looking for. i got to be honest, it just wasn't let's go to tommy in my home state of new jersey. >> caller: jim, this is tommy. i've been looking at fosalesfore does it still have room to run >> salesforce is a stock where when they report the quarter, which will be at the end of may, i think it's going to be good. i think this stock can trade higher because it's not as expensive as some others and its cohort but paying $306, let's wait until it comes down a little i do have a nice position in travel trust let me advise further when we convene our wednesday club

meeting at noon. all right, i think the stock of astera labs has a good story it's way too expensive at its current price. why pay up much more "mad money." i'm getting a handle on cabinet supplier master brand. see whether this company has a place in your home and your portfolio. then today we saw two names, boeing and disney move higher. could these moves be sustained i'm giving the latest on these all your calls, rapid fire, and the lightning round so stay with cramer rylee! from rylee's realty! hi! this listing sounds incredible. let's check it out. says here it gets plenty of light. and this must be the ocean view? of aruba? huh. this listing is misleading. well, when at&t says we give businesses get our best deal, on the iphone 15 pro made with titanium.

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earlier this month with spoke with fortune brands, which is doing very well right now thanks to the housing shortage,

but a little over a year ago, they spun off their cabinets business as master brand so how is that going this is the larger manufacturer of residential cabinets in north america. you might know them as mantra, diamond, omega a lot of other brands too. they reported a better than expected quarter with a strong full-year forecast, and this time gave you a nearly 97% return in 2023 it's now up 25% year-to-date already, so can he keep running? let's check in with dave banyard, the president and ceo of master brand welcome to "mad money. >> thanks, jim, great to be here. >> this is your first time you can afford to tell people why they should be buying the stock of master brand. >> like you said, we're the largest in north america, but the reason that we're great is we cover the entire market our channel coverage, we have every channel that you can have in this market plus we have the full product breadth. so you can buy everything from a very basic cabinet all the way up to a fully customized kitchen from us, and we do that with a

great operational footprint and a great business system that drives our business. >> now, i want to talk about that because one of the things that's amazing is your free cash flow has almost doubles, even as your revenues have gone down >> right >> explain to people how it is possible to make so much money in a declining revenue environment? >> it really starts with the strategy that we've built. there's three big pillars to our strategy, align to grow, lead through lean and tech enabled, and they do work together. align to grow is about getting everybody in the company, the organization as well as our teams aligned around what the customer needs so you're delivering what they want. >> okay. and lead through lean is all about doing that in the most efficient possible way i know you're familiar with lean manufacturing. we love lean manufacturing i learned how to do that at danaher, and i brought it over here, and we've transformed this company in a way that we do things as efficiently as we can, and we empower our team to be able to do that. >> it's very funny because when we went over, you said oh, my

god, it's danaher business systems. big position for my travel trust. standard business systems is about doing -- go ahead, describe because it's a remarkable way of doing business it's not like anybody else. >> and it's actually hard to do. i mean, the tools are all available to anybody on the internet really what it is, jim, it's the best associate engagement tool out there. you're empowering people to fix the work that they're doing. i'm not doing this it's my team that's doing this it's everybody on the plant floor, when they see something wrong, they have the tools to fix it >> right >> and it's a really fun place to work when you do that >> now, you've got to be on the lookout for acquisitions because you want to be in every nook and cranny you can dominate this category. >> well, we remember built by acquisition over the last, you know, 20, 25 years we've done that you know, last year we really focused on using our cash to pay down debt. obviously when we spun, we had to pay a dividend to fortune. >> 900. >> it was around 900 million in the fourth quarter was hurt by that interest charge

>> well, that's part of it we didn't have debt before, so you had to factor that in. but you know, we set our goal last year to really pay down debt and get ourselves into what we feel is a comfortable leverage ratio now that we're there and we've spend a lot time last year building this, we think we have a good acquisition pipeline, and there's opportunities out there. we'll use our cash for that if the opportunity arises there's still plenty of cabinet companies out there that we think are perhaps worth owning. >> so i as a potential shareholder want to know what is the dealer channel what is the retailer's home center, the home depot, and what is the builder channel and where would i find the different brands >> yeah, so you really break the market into two big pieces one is new construction, the other is repair and remodel. new construction we go direct to the large builders, companies that i know you know well. lennar, pulte, to some of them we distribute through distributors the weird part about cabinets is

builders expect us to install the cases. we do that in some cases in other regions where we don't feel we have the efficiencies, we partner with a distributor, typically smaller privately held companys that help us do that with the large builders. that's one portion of the market. >> let's say i want to be in the custom premium, a star market, ultra ca ultra craft, omega as rates come down would i expect more people to gravitate towards that end >> i think it depends on the house that you own you don't really want to make your house more expensive than it should be >> explain that to me. >> i think that there's an element of, you know, making your house look appropriate for the size that it is, the configuration that it is and so forth, and the more custom you get is really designed for probably larger homes, homes that have a lot of different spaces that are harder to work with and you have to customize you can get into a beautiful kitchen in the aristocrat brand as an example without doing any customization, and so if you have a very standard sized home, that's the better way to go. it's a more economical way for

you to go as a consumer. >> now, you have a lot of technology, and the technology has enabled you to make a lot more money per cabinet, correct? >> technology for us is different than what you heard from nick at fortune brands. they're developing digital products for us technology is information, and how do we make information flow more seamlessly across the company and to our customers and to our consumers so we were built through acquisition, our data is in a lots of places, hard to get. we have all that information we haven't used it effectively over the years, and that's what we're really working on with our tech enabled initiative. it helps us go faster on a lot of the initiatives we're working on. >> okay. so let's say i believe that over the course of the next 18 months, we're going to start getting some rate cuts it seems from everything i've read that you definitely expect business to get better as it's something that you're levered to. >> the new construction market has been doing great despite the rates because the builders are helping by incentivizing buyers

by that. in the repair and remodel market, i think the key thing with rates there is stability. you've seen that over the last six to eight months, rates have held, and now people start thinking, well, i know rates are coming down in the feature they're more confident in being able to borrow that money. you know, when you see rates going up in the future, or you see a lot of volatility, it's harder for the consumer to get their arms around borrowing money. >> i think people are getting the gym, i've always felt that because i've known this company a very long time this is a terrific story thank you for coming on. that's dave banyard, the president and ceo of master brand. no, you haven't missed it. if rates come down, what you just heard, it could be terrific for the modeling business. "mad money" is back after the break. >> announcer: coming up, cramer takes your calls and the sky is the limit. it's a fast fire lightning round next

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>> announcer: lightning round is sponsored by charles schwab, trade brilliantly. ♪ it is time for the lightning round. calls -- and then the lightning round is over. are you ready? the lightning round, roy in california, roy. >> caller: hi, jim, appreciate your program and what you do. >> thank you. >> caller: i have a question about energy transfer partners. >> bt -- i think it's a very good -- the only problem is it has run, but the whole group is indeed moving and only yields 8% still got some yield let's go to steve in new york.

steve. >> caller: hey, jim, thanks for taking my call i got a question regarding ai taking such a nice run i took some profits off the table andi looking to diversify little bit i'm looking at the financial sector, especially private equity company called kkr. >> they're very good at what they do. i've known them for 40 years they're really good, stock's had a big run now, and so has blackstone, but they're very good, and i think they can make more money than they have. victor in new jersey, victor. >> caller: hey, booyah, jim, how are you? >> i am good, victor, how are you doing? >> caller: i'm doing fine, thank you. hey, jim, i like your show and also i love your interviews with jason wong last week that was fantastic. >> thank you, that was fun with jensen, thank you. my question is dickinson. >> the stock has been getting crushed. it's really inexpensive now. i think it's a buy you know we had tom poeld on, i

think he told a pretty good story but nobody likes it. it's been flat now for months. i think it's time to buy the stock. let's go to jeff in massachusetts. jeff. >> caller: hi, jim, how are you? i'm calling from boston, the home of the next nba world champion boston celtics. >> i thought there was like a series -- go ahead, what's up? >> caller: anyway, i just had to say that, i'm sorry. iot, sam sura. >> oh, my god, this is the hottest stock, and it's going to make money too, and it's really good, and i do agree this is a dev ops stock, when you can develop a platform that develops hardware, software platform it's a hardware software platform people love these kind of stocks, they can't live without them let's go to alessandro in new york, alessandro. >> caller: hey, mr. cramer, good afternoon, thank you for taking my call. >> of course, thank you. >> caller: long-time listener.

thank you for many good recommendations. position in tech, i was a little bit heavy. i brought some profits home, and i wanted to do some rotations so i'm looking at a -- >> i think that's a great company to buy, a mineral company, i think it's a terrific idea i was looking at it myself as something to buy after southern copper moved up so much. that's a really good idea. let's go to andrew in new jersey, andrew. >> caller: how you doing, jim? >> i'm doing good, how about you? >> caller: i'm doing good myself, thanks for asking. i wanted to refer to a reference you made with the ai race, you compared some refrigerators and how we should be looking for our quote, unquote coca-cola within the ai race. i was wondering if coherent corporation, stock ticker -- >> a lot of lasers, a lot of optics, a lot of the good stuff, going to make money this year. i would buy some here and wait for it to come down.

let's go to mark in minnesota. >> caller: jimmy, it's great to talk to you, man >> same, glad you're on the phone. >> caller: i adopted early on tesla and on doggies from the humane society. >> all right. >> caller: so i got a question about nfe. >> we have to have west back on. the government decided they would have to put on pause any 2028 lng, just a dumb, dumb idea, and that may have put new fortress in a different light, and i think west is terrific at what he does i like that stock here let's go to pete in delaware >> caller: hey, jim, how are you? >> i am good, how are you? >> caller: great, thank you so much a niche company representing the fourth largest economy in the world, california resources corp., crc >> yeah, i'm remembering that was spun off

they're doing a lot of decustomerization. i would rather be in consolation energy let's go right to the source let's go to consolation. how about jerry in nebraska. jerry. >> caller: hey, jim, thanks for taking my call hey, i read soon that storage is providing customers with a nice framework to manage high performance data and computer requirements. >> and you're right, and they're making money and again, this is another stock that has run so much, i have to say -- i have to advise you to buy some and wait for a pullback it just runs so much many of these lightning round stocks have run so much that i'm a little gun shy that's why i say buy some in case it keeps going up don't buy all so you have some cash left. let's go to sharon in minnesota. >> caller: hi, jim, i'm a member, and i bought my first one-third of the elf, and the problem i guess it's a good problem, it's already doubled. >> i know, elf is amazing.

he's doing much better, i would hold onto that, don't buy more and don't sell and that, ladies and gentlemen, the conclusion of the lightning round. >> announcer: the lightning round is sponsored by charles schwab coming up, when is change at the top a good thing boeing and the mouse house taught the street a lesson today. cramer breaks it all down. next

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♪ change at the top can be good a fight at the board level can be good too. those are the easy takeaways from high level turbulence at boeing today both of these stocks rallied and while management may dispute what caused these moves, i think the story is straightforward. boeing cruised, it's being clear that current management had r -- the ceo dave calhoun would have to go. the chairman of the board would have to go it didn't matter who the chairman was, there had to be a better person no matter what was going on here. operations had to go, boeing had to appease the customers who were real angry because they spent billions on these planes only to be greeted with endless

headlines about how they're falling apart. now that these people are stepping down everybody's appeased that's how it works in corporate america. the institution needs to be preserved, not the people. so larry kellner, the chairman of the board had to be exchanged, even as kellner was the former ceo of continental airl airlines head of commercial aircraft, you need a fall guy and to be fair, his division's a mess, stephanie pope takes over, internal, no the great, but let's see what happens. calhoun gets to stay until the end of the year because there needs to be a process burt he's gone as soon as the new ceo is picked the regulators move on assuming boeing can figure out how to safely build planes again. that's not an issue for the future, kind of yes, it is, i don't know hard to tell what's going to happen without change, the heat would never go away. the angry customers would stop being customers. this stock has been a horror show for ages and the board

hadn't been doing its job until nelson peltz decided to launch a proxy fight. he planned to take out costs now the stock's flying almost a straight line from 88 to 119 amazing how much better the board can do when someone concentrates and held their feet to the fire. the changes are good disney's costs were too high 5.5 billion in costs, down 7.5 billion. the board didn't seem to have a lot of haem on themselves to find a new ceo or they wouldn't have invited the old ceo back. the board's job is to have a succession plan. they need to cut costs and come up with a solid succession plan for bob iger they hate the notice that nelson peltz is joining the board that's why the stock is going higher disney's board is desperate to stop him, and that means doing things that they wouldn't otherwise do, including some things that are really good for shareholders if not for peltz's involvement, i think this dog of a stock would go right back to the '80s.

i'm not talking about the building of planes or the making of tv shows or movies or running theme parks. i'm talking process. if you own the stock, be grateful the process is working and these institutions are being preserved. like to say there's always a bull market somewhere. i promised i'd i am in for brian sullivan tonight right now on last call, a flurry quietly searching. speak out right on tesla's tale another auto giant could take tesla's title as the biggest carmaker. while trading debut hits through social tomorrow, we have a special preview. bat comes bit coin, how the newest rally could be giving the most bullish signal yet. breaking in the last couple hours dodgers megastar