julie? >> looking at the profitability. >> china, not an internet name, but a casino melco. >> karen >> yes, the whole discussion yesterday, on europe, i missed it, but still, it is good. ewg. >> steve? >> thanks for watching "fast money". happy mother's day. "mad money" with jim cramer starts right now. my mission is simple, to make you money. i am here to level the playing field for all investors. there is always a bull mark somewhere and i promise to help you find it. "mad money" starts now. >> hey, i am creamer! welcome to "mad money". welcome to kramerica, just trying to make a little bit of money. my knob is -- job is not just entertainment, but to teach you. so, call me or tweet me. finally, finally, we have a market that is confusing the heck out of the bears.

we just nailed down an eighth straight up day for the dow. even the nasdaq, okay, it dipped 0.3% and this is confounding to a lot of people who don't understand that what certain public figures say is not necessarily what they mean. it is s though the whole thing is choreographed like a netflix series, probably rated number eight on the new movies page, and although as exciting market strength is for me, actually, the latter is not so good. so, maybe you better watch it. let me direct you to the game plan so you know exactly why i say it is a netflix drama. i really ought to get you involved with what is in my head right now because i'm really kind of tired of hearing things and not being able to interpret them for you. for instance, monday, the president of the cleveland fed speaks at 9:00 a.m. will be well covered, of course. both a hawk and a bear. her talk with philip jefferson,

the levelheaded vice chairman of the fed board of governors will give nestor a chance to start to articulate the most negative view imaginable. i predict it will cause a selloff because there isn't much happening here, and you will hear endless commentary and news clips about how the fed is never going to cut rates. i wouldn't be surprised if she talked about in the need to raise rates. that type of chatter forces people to dump stocks, forcing eels to go higher. i know it makes it so that everything is unsteady, and that takes people off-base, not unlike the minneapolis instead president, who was there today and made people feel gloomier. i mean, this is the game. or, this is the drama, i should say. they were allegedly fretting about the fed's so-called timeline. will there be one cut, noco, two cuts? these ed heads make you feel like they are never going to cut rates, so the audience, each time, is stunned. but, the real story is that the

loudmouth officials make everyone confused. i questions, worried, and at times plain scared, which causes the economy to slow down. that is the goal! see, the slowdown becomes self fulfilling, causing a roll back in prices somewhere. even from home depot, to mcdonald's, where we are hearing talk about a fabulous sheep or rollback hamburger. you see, the more these fed officials entertain us with this commentary, as long as they keep us on the edge of our seats, the more likely it is the fed can cut rates in the not-too-distant future. the twist of the drama is that the more we hear from these officials, the worse the economy gets and eventually, they all win because the fed needs a swath economy before it can cut. old days, before netflix, they used to call it jawboning. it is okay, but don't be fooled. you know, we are in the prequel right now, maybe that is what is happening with eight straight up days for the dow. these officials either know the data has been leaking for a month now, the brownshirts that

i talk about, and the one getting even weaker, or they haven't even been paying attention, and believe the economy is going strong. sadly, a lot of these officials don't do the homework, maybe they don't have the staff, maybe they are oo theoretical and they lock -- lack contacts. all i know is that chairman powell is the opposite. he is not part of the drama, he is the real deal, not fictional. thank heavens. he does do his job. no matter what, the loretto nesters need to keep up the good, scary, frightening work. even though i think she is wrong, dead wrong, her comments alone to help fight inflation by frightening the heck out of business, which is always what we call too much inventory and not enough buyers. speak of the devil, home depot reports on tuesday -- and i really hope that they announce some rollbacks. home depot needs to play the role that we want them to do for the american consumer. it uses its marketing power, store power, to tell suppliers, enough already. if you want to sell in our stores, you cut prices. just tell us who was doing that

so we can go buy their stuff. if the desk spotted that instead of talking about the $18 billion acquisition of rcs distribution, which they paid a fortune for, they made headlines to potentially do more business because american people want champions in the fight against inflation. more than anything else right now, or if you are more of a glass half empty guy, americans have gotten cheaper. so, we will bring our business anywhere we can get a ball bargain. the people's republic of china needs to show it is an internal combustion engine rather than a whole economy throwing out exports like it is cheap electric vehicles that are destroying domestic evs around the globe. ali baba is a tremendous internet company, and my favorite chinese company there is with the exception of maybe zeeker, the chinese electric vehicle company that came public today. some incredible cars and trucks. ali baba has a great number, i

expect they will be greeted with talk about how it is finally okay to buy chinese stocks has analysts can't resist doing that and they want the business. at the close, we hear from a company called nextracker, we have all have them on, a very cool solar technology company that makes solar power more of an all day, all your business. we can put up a big number here, the ceo should deliver. you know why? because he is the deliveryman. as you need to know wednesday, all you need to know right here, 8:30, cpi. we often hear the fed to refer to the inflation gauge is the personal expenditure. but, the cpi is the most visible reading, and we have had three hot ones in a row which did a lot of damage to the market. rent has been bad, insurance has been bad, otto is not so great. this time, i think we have a weaker cpi number. here is where the netflix drama comes in again, because the fed heads are pretty much universal

and stay worried about this particular number. they think this is going to come in hot. i think a weaker cpi will make skeptics understand why the market has been going higher the last couple of weeks. that should lead it to at first higher at the opening, then the market is really overbought, and then we will probably go down. that is why it has been so great going in. once we get the number about why it is going in, there is the selloff. after the close, wednesday, don't worry, cisco reports, and that is -- it will be awkward if they can't give us a positive forecast because they can talk about the momentum of splint, a data mining company that they like so much that it just acquired. and nvidia, even though they are a competing product, still partners with cisco. did you see how cool that was today? i told you that was a good one. now, we talked about this yesterday if you missed the show. if you want to know who could blow up against stock from national i/o rollbacks in price, it is one of my long- term favorites, it is walmart. walmart reports on thursday, and honestly, i wouldn't put it past them to do exactly what i said. i love these guys. going this weekend to walmart

with my kids because it is so darn fun. we go to a different one each time. can you believe we do this? walmart can take credit for the lower prices. remember, the netflix drama gets resolved by the fed being able to cut rates with credibility because of outfits like walmart making for a deflationary environment. next year, stop -- stock is up, and i don't know if it matters given the fact that buyers can't resist owning an industrial and good brand name. that is what happens when we are at this stage in the business, the stage where you know anything cheers about the run. i don't want to be on farm equipment, though. we spoke with the ceo of ag co., the competitor. he said, i am probably in the minority here, though. finally, supply materials, the semiconductor equipment company reported on thursday, this is the gigantic outsourced chipmaker that is based in thailand. they had some very good things to say. so, goes into taiwan, could have a whizbang of a quarter. no wonder the stock is driven

to $3.40 today. the company is solid, the sector is great. you could do a lot worse than owning that stock. we also have two incredibly important analyst names. dowell and cracker barrel. the run and still has a good yield. they are doing extremely well considering the weakness is in the material stocks and some of their grades of plastic. the capital appreciation stream is hard to be, but speaking of dividends, we are watching the stock of cracker barrel to see if it cuts its very large payout. if it does, i know, again, counterintuitive but you should buy this stock because that cut is widely expected to happen. friday, we have very little market news unless somehow you think that my daughter, emma 30th birthday is a factor. i know it will be for me. but, the bottom line, maybe we can see the end of the netflix drama as it becomes obvious that there is more brown juice than green juice in the economy. the next move will be to cut rates. see the movie. it is a good one. let's go to george in missouri. george?

>> jim, you went over the stock several months ago and i bought a substantial number of shares, but the price of the stock has been basically flat. what is your prognosis for honeywell? >> i am so glad you asked me. stock over 200, so i'm so glad, this is a very big stock from my trust. candidly, i have been very disappointed, like you. i think they have a lot -- i was hoping they would do an rtx, when they broke into otis. remember that? and carrier. or, maybe, they can at least do on the ge based healthcare for genova. so far, they have kept the model intact and it is not working. i am with you. they need to take action and take action now. bob in connecticut. bob? >> hey, boo yeah, cramer. >> yeah, bob. >> thank you for what you do, cramer. >> oh, thank you for >> my question is about morgan stanley. i have owned it for several years, but my position has recently been called away.

so, i want to ask you, should i wait for a pullback and repurchase morgan stanley? or, should i look elsewhere in the financial sector for a different dividend paying stocks. >> let me put a little spin on it so that i can answer your question in an effective way. jeff and i once talked about whether we should be selling the stock here. i said, maybe we should let someone ago. he said, jim, it is 3.5% and going higher. let's do this, let's put the difference at 98. if the stock goes to 95, then i want you to buy, buy, buy. but otherwise, right here, don't buy. fair enough. as it becomes clear that there are more ground chutes than green shoots in this economy, sooner or later, the fed's next move will be to do some cutting and they are setting us up for it. my friend, you put crh on our radar so by giving it our blessing a couple months ago, the stock has climbed over 40%! i spoke with the ceo, very exciting. it is tough to believe for people in this market, but i am

sharing in areas where i am seeing real strength. help you stay focused so you don't miss out on opportunities. and recursion pharmaceuticals has caught the eye of nvidia. forget about it, by this one. $15 million investment by the king of ai himself, and i am learning how pharmaceutical research is being aided by artificial intelligence when i sit down with the company's top brass. it is a very speculative company. stay with cramer.

>> university of maryland global campus is a school for real life, one that values the successes you've already achieved. earn up to 90 undergraduate credits for relevant experience and get the support you need from your first day to graduation day and beyond. what will your next success be?

(vo) sail through the heart of historic cities and unforgettable scenery with viking. unpack once, and get closer to iconic landmarks, local life, and cultural treasures. because when you experience europe on a viking longship, you'll spend less time getting there and more time being there. viking. exploring the world in comfort.

a slow network is no network for business. that's why more choose comcast business. and now, we're introducing ultimate speed for business —our fastest plans yet. we're up to 12 times faster than verizon, at&t, and t-mobile. and existing customers could even get up to triple the speeds... at no additional cost. it's ultimate speed for ultimate business. don't miss out on our fastest speed plans yet! switch to comcast business and get started for $49.99 a month. plus, ask how to get up to an $800 prepaid card. call today!

a little over six months ago, we ran a homework segment on crh, that is an irish domicile building materials company. after taking a closer look, i said it was at least as good as martin marietta, or bolton materials, the go to names in the industry in our country. i said, maybe it is the best of the three. fast forward to today and i am glad i got that question, because it is up 47%, transiting martin marietta at 38 and broken at 41. that includes a 3.5% pop today. and by the way, i mean last night because it was in the middle of the night. this is seasonably the most -- least significant quarter for these guys. they beat on every major line item, which makes for an encouraging start to the year, so let's take a closer look at our board manifold. to find out more, mr. manifold, will come in to "mad money". >> are to be sure, jim.

>> i have to tell you, i got a pretty order early just to see how your quarter was because i was praying it was going to be a good one, i like the good news on the show, and it sure was. >> me, too. >> and i learned from people we know that you are a lot bigger than the ones we are following, aren't you? >> jim, we are the largest deliverable materials business in the united states and the world. if you look at our u.s. business alone, it is actually bigger than the next four of our competitors added together. so, we manufacture cement, and we are very different, we converge those basic materials into end to end solutions for our customers and we are here today in the united states faced with the largest period of growth ahead of us that we have seen for many generations. backed by significant infrastructure, we are back up 11% of revenue growth, profit growth, and margin improvement.

we have had a strong start to 2024, our first quarter is ahead of where we expected it to be and continuing ahead into the second quarter, for a good first half of the year. all told, i think this will be another record year for 2024 point >> what i think is really incredible, and look, we are americans and we don't do enough. not that we are xenophobes and believe in ourselves over others, but i had no idea how well europe is doing, too. i mean, i know we are bigger, but, that is a pretty good book of business you've got over there. >> yeah, look, we are the largest building materials business in europe. the backbone of our business is actually central to european business. high growth, high investment, but a significant european following for the infrastructure, and also as we are seeing in the united states, the insured and on shoring of critical manufacturing back into the central and that is the backbone of our business and that is going well, as well. >> and a misnomer, to talk about the business that would be regarded as utility capital spending, which is just on fire. the utility index has been the strongest index in the last

month. i think they must be doing a lot of business with you. >> well, look, again, supported by government subsidized standing. we see the chips act, for power generation, critical transportation. this is a very, very big business for office. a lot of the clients we have in the u.s., we have too much in some parts of the u.s. and not enough in other parts. we need to sequester where there is too much water and transport it safely away from the communities and bring it to those areas that need it. that is a big part of how to get ahead. >> normally, i would think that would trade with say, residential, but they are very different and residential could be slower, obviously, but it is not as horrible as i thought given that interest rates in our country are pretty high and interest rates over there are still high, and they may have indicated they are going to cut them in the uk. >> yeah, looks, residential has been in a very challenged position for a number of years now.

we are probably going to get about 1.4 million homeless here in the u.s. here, but about 3000 or 4000 below the ongoing need. remember, we have a depth the center of about five and half million homes, as it is. so, as soon as interest rates reduce, we expect to see residential recur back strong. some parts of europe, as you like to say, interest rates are solving quicker than they have in the united states, particularly in eastern europe. we are starting to see residential perform very well there, so we are hopeful for early this year or early next year. >> a lot of us are concerned that we may have already spent a lot of the money for, say, the i.r.a. i hate to call it the inflation reduction act because it is actually somewhat inflationary. but, are we still in early innings for the rebuild? or, has the money started to trickle out? >> we are just getting to the end of the beginning. >> really? >> what you're seeing here is the biggest investment program in america's infrastructure

since the new deal in the '30s is very positive for the u.s. economy. you are looking at the superstructure of the economy, which is the base for economic growth. on top of that, you are seeing the up shoring and re-shoring of critical manufacturing back to the u.s., which is been helped funded by the u.s. government, and bringing back to the u.s. high-tech manufacturing, trip -- chip manufacturing, bioscience, life science, pharmaceuticals, and all of this is bringing back the industrial base of the united states. when you put those two together, this is really a very progressive program for the next decade that will build the u.s. economy for decades and beyond. >> now, i want to make clear to people, you are not just a rock company. you do far more than that, you have a lot more influential firepower in property. why don't you ask when the difference between the company who is trying to get the rocks to the driveways and to the roads, and to the bridges, versus you guys and what you do? >> you are absolutely right. we don't just provide rocks or cement. we provide end-to-end solutions. let me explain how that works in reality. so, a big, major part of what

we do is roadbuilding. we are the largest road builder in the united states, in the world. what our competitors do, they supplied millions of tons of rock and dump it into a construction yard of our customers, and we do that, too. but, we also take that rock, and we make asphalt. we then pave the roads with that asphalt. we maintain the roads, and we provide the on rams, the off ramps, and the bridges for that. so, we don't just make one sale, we have six sales. we don't provide rock, we provide roads. that is where the highest profitability is, the best insurance, and the best cash generation for a business. it is a different business model but a better business model because we create more cash and higher returns. >> sir, i have to ask you, how do you find workers? everyone tells me that the workers who would do your kind of business are in very short supply. >> well, actually, our business is actually about manufacturing products off-site, and ringing them to the construction site, so we build modular components

where contracting companies actually pop them together rather than build them on-site. this is the future of construction, because construction is changing. we need to build quicker, cheaper, faster, more resilient, and with better labor. end-to-end solutions like ourselves, are the ones that do that and we have been doing that with higher levels of profits, better returns, higher margins, and crucially, more cash. we have a treasure trove of about $35 billion of cash over the next five years. this year alone, we are investing about $5 billion in our growing business as an expenditure, and we will return another $3 billion back to our shareholders. that is fantastic prowess for our business. not just in the organic business, but inorganic, as well. >> and also for us, for the american people, because when we do with the other way when nobody makes any money, it tends to be really bad for us, the taxpayer. i want to thank albert manifold, ceo of crh

industrial. you obviously just heard, this guy is the biggest. if you believe in infrastructure, this is mr. infrastructure. thank you so much for coming on "mad money". sorry it is so late there. thank you for staying on. >> you got it, jim. cheers. >> all right. "mad money" is back after the break. coming up, from arms sale to salads, this market has tied some investors in knots. cramer has a cure for the overthinking blues, next. it's a beautiful... ...day to fly. wooooo!

at corient,

wealth management begins and ends with you. we believe the more personal the solution, the more powerful the result. we treat your goals as our own. we never lose focus on the life you want to build. and our experienced advisors design custom built strategies to help you get there. it's time for a wealth management experience as sophisticated as you are. it's time for corient.

boy, it is tough to find people who believe in this market even though it has had a major turn for the better. this is a bull market like no other, and it is starting both old and young. each day has its own winners, they tend to not have any pin action. but, they can make you a boatload of money. plus, so many stocks that people give up on in the end come roaring back just a few days later. take yesterday -- just yesterday -- we had the ceo of arm holdings, rene haas, semiconductor company that is a key part of nvidia. even though it delivered mostly terrific numbers, there was one disappointing line item, for chips for the internet of things. stock was about 106 when i reported wednesday night, then

it collapsed to the high 90s shortly after the open yesterday, totally coming off the roads. then, we interviewed haas, and he explained how the internet and facebook was weak, but he put it into's perspective talking about how good 2026- 2027 will be. wait a second. the stock came off of its lows and ended up just a couple of bucks yesterday before roaring back today. now, it is actually up a few bucks since the quarter. that is what happens in a bull market, people. you buy to sell off. you don't sell it. you know what? you make some really good money. the salad chain had been treading water for a long time with so-so sales. then, they reported a great quarter with 5% sales growth and it drove the forecast. what happens? the stock jumped 34% like a takeover bid. that made the move a lot more explosive. restaurant stocks this quarter ordered with re-evaluations to fall right in line with kava, a

huge winner, and chipotle, one of my absolute favorites. we do have a tendency to forget the pain very quickly. then, it implodes on its quarter. you know, it is coming right back. lindy falls almost 23 points on what i thought was a decent call for the industrial gas company, and then, boom, ever since then, the stock keeps plowing higher and higher. i know you can say, i am talking my book. but, trust me, we didn't know it was going to go higher. this market has gotten so good, that sometimes things go up for seemingly no reason. look at goldman sachs, wells fargo, jp morgan. there is not a lot of underwriting's or mma. or, are they simply rising as people stop trying to fight the pay and simply go with it? unless you are a theoretical gasbag, it really doesn't matter, does it?

other companies put up decent numbers and it is enough to propel their stocks higher. costco is broken down around 700, next thing you know, 787 in the blank of an eye. look at the industrials and the wealth it has created, quietly. with the merger and break of of old technologies, you have otis and carrier, for rdinary sales for earnings forecast and stocks. same with ge, breaking into ge healthcare, ge aerospace, quiet riches. one of the, there is tech, especially the semis. they bump along as leaders, then they fail, then something else happens. people talk about selling them, they are so proud. this time, for instance, we got orders from taiwan semi, and suddenly, the whole semiconductor quarter blasts off with no qualms as if there is nothing wrong at all the sellers look like idiots. this is the type of bull market behavior we haven't seen in ages. people don't know what to make of it. i do. when you get a bull market like this -- and it is very rare, the most despising years -- i can tell you what to do. you ride it for all that it is worth. gt! gt! >> boo, yeah!

>> boo, yeah! >> i wanted to talk to about one of the stars of the day, makes 90% of the semiconductor chips in the world, for nvidia, and i want to talk about tsm. >> and i want to talk about, bye, bye, bye. you don't get a weak month that powerful unless you get big orders from nvidia and amd. they have the orders, they make the chips the cheapest and the best, very good call. let's go to sandy in colorado. sandy? >> hi, jim. this is sandy from colorado. it is graduation season out here. >> oh, fantastic. i hope all graduations go off as planned for the proud parents who have every right to be proud. how can i help? >> absolutely. my daughter is graduating from high school, going to college, so, of course, we are thinking about dorm decorating.

so, i want to get your thoughts on wayfarer. >> look, i think wayfarer is exactly the way you decorate a dorm. look, the stuff is good. we actually buy a lot of it, because you know what? what the heck? i like a bargain like everybody else. i think wayfair is terrific. let's go to bob -- oh, no! we have to wrap things up. but, you know what? there's always the next seven years. that, ladies and gentlemen, is the conclusion of a piece that i didn't count on, not the lightning round. this is the type of bull market behavior we haven't seen in ages. my advice, much more mad money. if i were to start from nothing, i would do it the way brooke kirshon does. so, we have to talk to these ai enabled pharmaceutical companies that are disrupting the space, the ceo. as i said, it is tough to find believers in the market, but look at what you are missing. i am helping kramerica stay focused. are we diversified? yes, of course, i will throw in a lightning round, because why

not? i have done for thousand of them. stay with cramer.

we are no artificial intelligence can and will eventually change the world, but there are some entries trees -- industries where it has made a huge impact, but you might not know it, like biotech. that brings us to recursion pharmaceuticals, if all -- small clinical stage pharmaceutical company, using the sophisticated machine learning algorithms to help them with new drug discovery and speed them up. recursion has the most powerful in all of pharma, as well as nvidia.

it includes a $50 million investment from the leading ai company. nvidia is helping them develop a second even more powerful supercomputer. look, it is early-stage, so we always have to be careful. most advanced drug candidates are only in phase two trials, remember we have to get through phase three to make it work. i will again see it is speculative, but i like this story, a great story, one that shows us the future of the industry. don't take it from me, take it from chris gibson, the cofounder and ceo of recursion pharmaceuticals, for more about what they are doing. dr., welcome in two "mad money". >> thank you so much for having us. thanks, jim. >> so, when i spent time out there with our crew, i spent time with jensen and he brought you up extensively. one thing he did say, if i were to start from nothing, i would do with the way recursion does it. what does that mean? >> today, 90% of drugs that go into clinical trials fail. the reason is because biology is so complex. so, what we have built is an unbiased platform. >> now, explain that.

people will say, is a biased against certain people, race, whatever? >> no, we are making sure the data drives our decisions as opposed to us making the decisions. we have a room just like this, just like this trading floor, full of robots that are doing the equivalent of my phd every 15 minutes, generating petabytes of data, and then we are using ml and ai tools to look through all of that data to find new relationships across biology and chemistry that we can try to turn into medicines, especially for diseases nobody else is working on. >> okay, so, are there some diseases that might, the old way, take 20 years of your life and instead, you might be able to do it in, say, 20 months? >> may be. i think with clinical trials, it will still be a few years to get through the clinical trial space. , to find the drug and get it into the clinic, i think we can shorten that from 5 to 6 years and hundreds of millions of dollars into, perhaps, one or two years at just $10 million or $20 million.

>> that is great, because drug companies have stopped taking on hard missions. just so you know, that 90% failure and they don't want to lose money, so they don't take on the things you and i both know have to be solved for families that just have a terrible situation. why don't you give us one or two of the things you are tackling that no one else was willing to go to because it is too expensive and too much failure? >> i will give you two. one is, we are going after a rare disease called cerebral cannabis malformation, which you probably haven't heard of. >> no. >> this disease affects six times as many people in the united states as cystic fibrosis, but nobody really understands how the disease works. until we took this approach to use this automated platform with ml and ai, nobody really had an idea of how to make the drug. now, we have a drug almost done with its phase two trial, reading it out next quarter, which is an exciting catalyst. this is the opportunity of the kind of approach. we look like what we think the bio pharma industry is going to look like in five or 10 years. >> what is the other drug? you mentioned a two point >> the other one, we are working with dejan tetek, one

of the biggest -- >> catalyst company, they have a good relationship. >> they are fantastic, we are going after all of neuroscience for a decade and one oncology indication. in just 18 months from starting that partnership, we already found an exciting new opportunity in oncology. i can't tell you a lot about it, but it is a new, exciting, potential drug we are driving forward with our partners. >> now, neuroscience people have to understand, because they have done some work in the area, almost every drug company has given up. they just gave up because they don't understand the brain, it is too hard point >> it is so hard! it is littered with failures. that is why we believe this new approach of using technology to map biology -- i mean, think of it as google street view driving around, taking pictures of everything. we have microscope taking tens of millions of pictures of cells every weekend we are using a lot of the same ai algorithms to turn those images into mathematical representations of biology that we think could unlock some really exciting secrets point >> let me ask you about something today. that all sounds well and good,

but do they understand it is not just about research? they have to produce something and make some money, about $300 million in the bank, that stuff costs a lot of money. what are you going to do? >> that is exactly right. so, we have a whole unch of partnerships that have the potential to bring is non- dilutive milestones, options, royalties. we think that is going to significantly differ some of our cash outlay. and then, we have the potential for new partnerships. we are talking to lots of companies and we think in the near term, we can nnounce some new partnerships that will further extend that runway. >> very exciting. >> these are great ways for us to not only subsidize our own platform we are building, but for our team to learn from some of the best folks in the industry. >> a shot in the dark here, but does jensen ever come by? >> jensen is incredible. we got to spend time with him at a big healthcare conference, j.p. morgan, and he cohosted an event with us. our chairman was on stage with him for 45 minutes, talking

about biology. what i found fascinating, jim, jensen was more fluent in biology then really any bio pharmacy ceo is fluent in technology. don't underestimate that guy. >> no. never. a lot of people have lost some money underestimating that man. now, how about you? do you want this to be a major pharmaceutical company, or a major research company that works with pharmaceutical companies? >> we wanted to be a research company when we started, but i will tell you, one of our pivots has been that it feels like the industry is still moving pretty slowly. >> yes, it is. >> there is more and more opportunity for us to protocolized. so, unless the industry starts picking up its pace, you can start to see us become a more fully integrated bio pharma company over the next decade. >> i am listening to you and i am thinking, younger people -- but, your kids -- younger people need to own a stock like this, because this is a long term fantastic idea that could revolutionize the whole industry. >> we are in this for our career, the next 10 or 20

years, we will be building the spirit >> i believe you are. that is chris gibson, the cofounder and ceo of recursion pharma. the symbol is a rxrx, i will say it one more time, it is speculative. none of us would disagree, but that doesn't mean it can't grow. we will be back after this. >> when we return, master the markets one stock at a time. the lightning round is up next. power e*trade's easy-to-use tools, like dynamic charting and risk-reward analysis, help make trading feel effortless. and its customizable scans with social sentiment help you find and unlock opportunities in the market. e*trade from morgan stanley with powerful, easy-to-use tools, power e*trade makes complex trading easier. react to fast-moving markets with dynamic charting and a futures ladder that lets you place, flatten, or reverse orders so you won't miss an opportunity. e*trade from morgan stanley (♪♪) something amazing is happening here.

in a world of data, people are accessing critical information quickly and securely. that's because cdw architects are building infrastructures with unified data storage from netapp. with the flexibility to run workloads across any environment, providers experience less downtime, giving them more time with patients. make amazing happen. netapp and cdw.

[crowd chanting] they ignored your potential, and mocked your ambition. but it's not the critic who counts. with every swing and block, your game plan never changed. ♪♪ some still call it luck. let them. because you know what it's always been. inevitable. ♪♪ ♪♪

lightning round is sponsored by charles schwab. trade brilliantly. >> it is time for the lightning round with jim cramer. and then, the lightning round is over. are you ready? the lightning round, talking

about -- all right. nadeem? >> hi, jim. how's it going? >> good. how about you? >> doing well, thank you. i have been a longtime viewer, first time caller. >> thank you. >> i would like to take on buyer 10. >> i'm not impressed with what they are doing. a much better dimension drug. i will point this out, really important, i think you will always crush them in this business and i would rather see you on that one. let's go to joe in maryland. hey, joe point >> hey, jim. how you doing today? >> doing well. how about you? >> not bad for an old timer. >> there you go. >> i just bought into a defense company not long ago, and i do value your opinion, and i would like to know, if you think i ought to buy more or just hold onto what i've got, and that company would be credos. >> credos, we recommend that

repeatedly when it was at 12 edited nothing for so long, i am glad it finally moved, but let's keep it at the size you have it, because that has had a very, very -- you don't want to come in on top of it. let's go to matt in new york. matt? >> hey, jim. big boo yah from upstate new york. >> all right. good having you on the show. how can i help? >> i was calling to get your thoughts on a memory translucent company that is coming to upstate new york, the company name is . this is a start, by the way, that starts rolling, not just for a quarter or two, it's rules for a couple years. we have made up that move, just in the middle of it. let's go to brian in north carolina. hey, brian. >> how are we doing? we are going with bank of america. >> yes, we are going to go with bank of america, hit a 52-week high today, still way too cheap

at 11 times earnings. not done. let's go to brendan in new jersey. brendan? >> hello, jim. >> hey, brendan. what's happening? >> i am calling in about a company that ipo -- >> hello? did we lose brian? >> i'm sorry. >> go ahead. >> i will be quick. >> not afraid of it. up too much. sorry. let's go to harrison in california. harrison? >> hi, jim. thanks for taking my question. >> absolutely. >> me and my buddy, steve, are buried in this stuff from yesterday. what do you think we should do with the symbol pro? >> i will give you two animals, a frog and dog. both can turn out to be too expensive. i would be a seller of almost all the enterprise software companies here. they are not where to be, they are yesteryear. let's go to brian in texas. a lot of brian's. hey, brian. >> boo yah, jim. >> boo yeah. >> just hit a 52-week high, chevron. any further up hikes?

>> oh, man, they are just driving that thing. i think it sees 200, that is what we are looking at. that, ladies and gentle man, is the conclusion of the lightning round. the lightning round is sponsored by charles schwab. coming up, survive the unknown, thrive in any market. cramer invites you to the game of games. play, "am i diversified?" next. trading at schwab is now powered by ameritrade, unlocking the power of thinkorswim, the award-winning trading platforms. bring your trades into focus on thinkorswim desktop with robust charting and analysis tools, including over 400 technical studies.

tailor the platforms to your unique needs with nearly endless customization. and track market trends with up-to-the-minute news and insights. trade brilliantly with schwab.

all right.

we do celebrate the market because we do want you to make money, and the dow just closed out its best week of the year, and it is higher for eight straight sessions, which is amazing, just amazing. but, as brown continues to emerge this season, you might want to re-evaluate your holdings and you want to make sure you re diversified. maybe a barbell strategy where you have some soft good stuff and heavy goods, that is why we play "am i diversified?" you call me and tell me your top five holdings, i tell you if your portfolio is diverse it out -- enough. anthony, in or forced carter, what you got for me? >> jim, how are you? >> doing well. it is friday. you know that. seeing my daughters this weekend, having a great time. what about you? >> should be a good mother's day and a happy mother's day to all of the people out there. >> i gotta get something! oh, my. i will finish this show and

then get something. all right? >> that's all right. i just want to say how much i appreciate all that you do, as far as extolling your wisdom to everyone, and teaching us all about the stock market. >> oh, thank you. i mean, it is so not a trading show, it is so a teaching show. it has taken us 20 years to get to what you just said and i thank you very much for doing that. you just made my weekend. let's go to work. >> i just want to let you know that your staff is excellent point >> they are fabulous. they make me look good. i tell that to people, i would not look good without them. so, let's go point >> okay. my holdings are apple, aion, berkshire, eli lilly, and nvidia. jim, am i diversified? >> all right. we actually have a little bit of a problem here. first of all, nvidia, that is an own it, don't treat it. we know nvidia is the king of ai. eli lilly, we know that is the king of the ozempic, the weight loss drug. we have apple with its own.

now, aon insured, a lot of reinsurer, and berkshire hathaway insurer, because of geico. but, what i will do is berkshire is the conglomerate, that is going to allow me to own aon, so we have conglomerate, insurance, text, drug, and now you could say, listen to him isn't that two tech? i regard this as consumer tech and this as business text, and therefore it is different and i thank you for the kind words. now, we are going to go to mike in my home state of pennsylvania. mike! >> hey, jim. thanks for having me. my five stocks are eli lilly, pettersen, uti, ford, nvidia, and united health. am i diversified? >> all right, all right, all right. well, ford motor finished under 1200 today, they have to do a buyback. eli lilly, we just covered them. the hall but that's all summers form relation we should hear about very soon. this is not the dental, but it

is the boyle company. so, we have oil, we have tech, because we know nvidia, obviously. united health, doesn't conflict with lilly? this is a drug insurer, and this is a health company, but they trade together in the health cohort, although, sometimes, when you trade on a hack, it is still different. what we are going to do is get rid of united health and i want to substitute a true industrial. the one i have my eye on is rtx, that was that merger with united states technologies. i have been working on it all weekend i think it is really good but getting away from it. that is what i suggest. next up, we have larry in oklahoma. larry? >> boo, yeah, jim. >> fired up, right? >> i think i have seen the movie "ted," too many times. >> that could be. >> here are my five stocks. >> microsoft, one strike,

exxon, one oak, and apple. am i diversified? >> well, okay. now, we have to go back, microsoft is consumer tech, with apple, i will allow it because microsoft and apple are owned by the trust. exxon oil company, i prefer chevron to exxon, for the record. oneok, walter hogan is the ceo there, he is absolutely fabulous, great dividend play. crowd strike, versus microsoft. they are both in cybersecurity. crowd strike has just offered an actual program to augment microsoft, i will call it. so, i am actually being a little too loose here, because i am going to allow this cybersecurity consumer tech, business tech -- although, we will have to use windows -- oil, and oil pipeline. and i know people say, listen, you can't has both of those, they do very different things.

i can't -- here is where i am struggling, just so you know. microsoft and apple, how can i justify owning both of those, and then tell you to sell microsoft? so, i am not going to do that. now, tough game today because there are a lot of similar situations that i am using those four. i like to see oil is in the market somewhere. right is right now on last call , slashing china stiers. president biden prepares a major move against chinese cars. a.i. entry, the plot thickens and we have a special preview. why another media move by the nfl could enrage many fans. short-sellers rocked by one surging stock and we have the numbers you got to see. insider buys? it is back. we will bring you data you will only get here. in miami get any hotter? it