>> yes, final trade, mlpx, a great way tofully the supply demand. >> dan? >> seller of uso. >> i'm a buyer of tyler mathieson. exxonmobil, tyler. >> there we go. got to leave it the.er thank you for watchinggo, we ha leave it there, thank you for watching fast money, "mad money" with jim cramer starts 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 market summer and i promised up you find it, "mad money" starts now. >> a, i'm jim cramer looking to "mad money". i'm just trying to make a little money, my job s to educate, coach you, you can call me. what are we come out of money? don't the mutual funds have

enough cash? that's my reaction after a day where the dow advances five points, the s&p dips 3.2% with the nasdaq losing .85%. with the latter becoming an annoying source of funds everything else at this moment mutual funds have to pivot out of consistent growth stocks especially tech stocks, that don't benefit from the rate cuts. they have to then swap into the company's they can supercharge earnings as the fed takes rates lower, we recognize those that benefit from low rates can go higher may be much higher, what is painful for many are the declines in stocks of companies with consistent earnings. companies that don't need lower rates, the tech companies. they are selling off as though many managers need to raise capital or rotate to rate cut winners so let's go over the winners and talk about the losers, the winners the stocks with high dividend yields and the slick local companies with earnings that should go higher because lower rates will

bolster industry especially housing. let's start with housing, they were down today because the hedge and mutual funds brought these stocks ahead of friday's jackson hole verdict, the mutual funds stay long but the hedge fund are ringing the register furiously. they are going crazy because they made so much money, housing stocks with power moves so now, these portfolio managers are taking the profits, by the way that's what you're supposed to do if you are trader. these guys were always traders, not investors. the housing trait is over but what about the investment? i believe the toll brothers can go higher, may be much higher, but this will constrain the stock because people do not like technical trends. when you see multiple long-term reversals with these moves they rarely turn out to be viable even though in theory this should be a great moment for the stock for all homebuilders

but it does not matter rivers and let them talk, they can be hideous, some are close to the highs and i don't like that. those, you can hold them, but they flew too close to the sun. i have said all along by the time the fed gives the all clear it might be too late to purchase the rate cut winners let them recharge and come down and then you can pull the trigger. and then of course the ancillary players, home depot and everything that goes into it, every single aisle could be a buy. home depot is worth considering which you can follow or join the investing club, sometimes you can overthink things, courtly home depot conference call is devoted to the high rates put on sales so it's kind of a bummer and then the interest rate headwind is about to turn into a tailwind and have to be a buyer, desire to pick of the trust, lowe's in the same boat and i like them

both very much. know you are sure it the fed will cut i like as much as i did two weeks ago when t looked like they may not, some stocks with such mammoth runs you don't want to have your money in the laggards, the pay companies recommending every day this is due for a pullback. stanley, black & decker, that said it has had a nice run and it was just three and change, much lower than where it was before when the rally got going. what can i say we sold a little, you can go higher or sell at all, warehouses are easier calls, stocks unlucky at $31. with rate cuts, constant theories these do not forget a company we showed you last week. fortune brand innovations, this maker of the highest end faucets and housing can benefit from lower rates even as it has done self-help to thrive.

i really like the shut off device to prevent flooding when you are away it ensures you embrace the concept with lower home owning payments, they pay for themselves. if you get a serious run and housing then master brand could really be good, my favorite in this group may be, yes the fall would products company a replacement for wood decking and trim. i put it in the moment i buy a house because am tired of fixing a wooden deck. real wood is a money pit and in a few years you don't realize how much of a difference. leading into recycling with a big percentage of it materials that are 90% recycled. it is great for housing, one of my favorites is dupont splitting into three companies in which one has tight to the housing play, the trust owns it and it can rally further especially with water vision which is for sale, the more

attenuated pl., caterpillar is up, representing the basis of building new housing, but those start winning later on when the homeowners fully embrace the construction. one more not for the squeamish. whirlpool, disappointing may or may not be at the bottom we might need a raft, i put williamson away for the same category but they were not and they did not give me much to hang my hat on, the old restoration a lot of things have to go right to get that moving. those of the most straightforward potential witness, the other side is the search for stocks with larger yields to become bottom market alternatives. buyers are embracing johnson & johnson with the added vision of the week dollar, kimberly- clark failed to be the estimate so it stalls but it's a matter of time and i like the oil and gas pipelines. how about the other side, sources of funding, this is tricky because now the best are thrown out with the worst.

the semi's are horrendous. gratified that nvidia is coming down, needs to pull back to see it rally. i like amazon knowing what you want before you thought of it, that's the next frontier if amazon can batch every purchase it would save a fortune. meta is killing it but the stock is down 23 points from the high. somewhere the second to nvidia, amd, really tough siding, micron with a great deal, any of need for high pen with memory, olive tech is for sale apple is for sale because the fabulous cfo will be stepping down, but staying for you while so let's not panic please. the bottom line, i want to keep the buy list is small because there will be more days like this to come, not enough money is raised to think tech is bottom, the sales are not covering the buying and at this point there will be nasdaq weakness, be ready to do some

buying. too early in the rotation. thomas in wisconsin. >> hey there, jim, always appreciative of your insights and preparation. >> very kind, thomas. >> back in 2019 before the pandemic i was introduced to moderna through your show and bought it at $20 per share, i sold most of my position when it was higher, now it's less than its all-time high down 25% year-to-date is this a buying opportunity or should i give it more time? >> what a tough call. let's put it this way it's not delivering what i expected at this point personal cancer vaccines, i think it could fall some because it's not making money. let's go to virginia. >> hey, how are you doing? >> doing well how are you doing? >> i am good, thank you for all you do with investing. my question was about zoom

video communication reporting earnings. it was not too bad of a report in my opinion, it looks pretty clean the balance sheet with no long-term debt, 30% of the market cap is cash and marketable securities for the fiscal first half of 2025 they are reporting free cash flow 925 million. revenue growth was 2% unlike the pandemic time but the enterprise client contributing more than $100,000 growing by 7% and it is trading at a fairly cheap valuation in my opinion with eight times forward. >> boy are you right. i like the quarter, i thought it was good. there are many, let's say accoutrements starting to work for zoom. a lot of things they developed including the apps, it is a

good buy. it just moved off the bottom straight line, it can probably churn a little bit, but i agree. i think it's really interesting. how about from new jersey. >> how are you doing? >> doing well how about you? >> i'm doing good. from new jersey, i have been following your show many years and i appreciate all the effort you put into helping people to make informed investment decisions, thank you so much for that. my question is about uber. in the last quarter, do you want uber market cap and the current market turmoil should i consider entering now or would it be wise to wait for a pullback? >> buy some over there and wait for a little bit of a pullback, uber is doing acutely well. i want you to get some on this sheet as we talk about it, it is

up a lot this month so let's be can finally buy some, not all. thank you for the kind words. look, there will be more nasdaq weakness when rates are coming down, people keep shifting the money, so be ready to do some buying, but not yet. can we officially declare a turnaround for target? i am breaking down the numbers and tell you where i stand and then from energy to real estate i am laying out high-yield watchlist and could cooling interest rates open the window for hvac stocks to heat up? i will reveal my picks, so stay with cramer. is it me... or is work not working?

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some incredible results, target improving, maybe better than it has been in years, last october it was at the end of a brutal collapse taking it down 62% from peak, targets seemed lost even broken. one problem after another, first the stock pulling back from its covid era high given a much the retailer was valued in the pandemic and then 2022 when the world went back to normal target was caught flat footed. having double ordered a lot of the wrong inventory. and then the discount heavily to get stuff off the floor which led to a earnings hit and like everyone in retail they had to contend with high levels

of theft. i have been a believer in the ceo to turn things around and he started truly turning things around last november. from the low last october to the high april 1 rallying almost 77% and even then the company was not truly reporting good quarters. giving better than fewer results plus the stock peaked in april and then through early this month the darn thing was a slaughterhouse. wall street got worried about lower income consumers and it did not help target reported earnings missing in may with tepid guidance for the next quarter. one final leg lower during the meltdown the stock found a bottom in the low 130s, down 27% from april 1 and down 7% for the year, wall street is not willing to give target the benefit of the doubt, skepticism even if like me you believed in the ability to turn things around it did not feel like a turnaround stock. when target reported last month they changed everything causing

the stock to jump 10% in a single session and i will call it target is back. why? the company delivered 2% sales growth when the analysts were looking for 1.1%. first-quarter a positive comp since the end of 2022, the entirety came from higher traffic of 3%, none from pricing, prices were lower and that matters. at the same time target online business is booming. digital sales up 8.7%. same-day services with double- digit growth with driver purchases for loyalty members growing into the mid-teens. that matters because when target was lost for two years there was a sense that they had fallen way behind walmart on the digital front. now after that quarter we know that's not the case. when they reported the problem was earnings shortfall courtesy

of higher cost and this time target has cost under control operating margin 6.4% looking for 5.4% which is up 110 basis points since q1, target with its best operating margin number since fourth quarter 2021. when you combine revenue growth with strong cost control they allowed the company to post $.39 earnings beat of a $2.08 basis, 43% growth year-over-year and that is spectacular. of course it was not perfect. same-store sales forecast within 022% meaning that will likely come in for the lower half not ideal, but keep in mind anticipatin by comparison the new forecast is better, when target revised earnings it only did so by $.25 at the midpoint not in prison given the reported on the beach, the revenue guidance came in a little white as

earnings guidance came in a little better than expected. fortunately nobody was freaked out by the mixed guidance. in large part because, after the heinous inventory missteps target feels like it has the right assortment and i believe it. a time when everybody's worried about discretionary spending, targets discretionary category trends improved for the fourth straight quarter including the percent same-store sales growth and apparel and the store owned all emotion brand delivered on growth in the low teens. target partners with the cosmetic store within the store and beauty is on fire 9% growth in the quarter despite difficult comparisons, how did target to do it? every other retailer is offering consumer great value, over the summit target cut prices on 5000 frequently purchased items especially in food, beverages and essentials. they saw acceleration in unit and dollar sale trends.

by the way that similar to what walmart and costco so with walmart cutting prices and costco pressuring suppliers. there were other highlights, target could deliver monster margin improvements because they had the theft problem under control with gross margins 90 basis points and lower inventory shrinks. speaking for retail merchandise disappearing, we heard great things about the target loyalty program relaunching in the first quarter with 100 million members and the company added more than 2 million new people this quarter, but the real goal with the revamped loyalty program was to increase engagement among existing members which is already happening with tons of growth for the target circle same-day delivery program which works a lot plus the loyalty program lets them collect data, give you better and more personalized offers. clearly working and compelling. a really strong quarter in a tough operating environment, the best in recent history.

numbers were phenomenal and there was a feeling companies and better strategic position now, getting things right and even seeing growth in categories that are supposed to be difficult like apparel and beauty, offering value driving traffic wrote the winning in digital progress and the theft issue and reestablishing loyalty program and that's why target has even more room to run. after the big gains the stock selling 16.7 times this year's estimates which is a huge discount to walmart or costco. i'm not sitting target deserves the same as those best operators, but if they keep reporting numbers like these the stock will start closing the valuation gap, bottom line, the target team have spent years executing the turnaround and the comeback is finally kicking and even though the stock was soaring last week it is way down from its high so i

would be buying right here, right now fitting the pattern at the outline at the very top of the show. "mad money" is back, after the break. >> coming up, this segment is brought to you by the number four, 4%. yielders you want to know about, coming up next.

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interest rates are headed lower, we don't know if it's planning single or double rate cuts or how many will get. the rates are definitely coming down, as i mentioned that is good news for high-yielding dividend stocks because they compete for equity in the bond market and lower rates make them more attractive in comparison, i recommend a bunch of high yielders a couple weeks ago after the implosion of that trade we talked about, at the time looking for accidental height yielders brought low by the meltdown. by the way, over the of three preset behind the relative 10% stocks were in a hole back then so the jump back was kind of a natural this time i want to highlight more stocks with 4% plus already better than the benchmark treasury and likely headed with specific high-yield working under a stronger economy which is what we will get when

the fed starts cutting my three favorites, starting with the energy pipeline play that was a big favorite of mine in that period from 2005 through 2010, tends to have high yields so, they are not particularly in the oil or gas price, the play is domestic energy production growth which has been happening for two decades. i like a 7% yield but the canadian pipeline is not part of the s&p 500 so we will go with kinder morgan , the 10th best yield, 5.37%, oil and gas prices have pulled back dramatically from recent months, kinder morgan stock is trucking of more than 20% of the year with little drama on the way because wall street has been anticipating rate cuts, the fundamentals are solid, a great long-term operator with a very high yield and about to get more attractive. next, how about simon property, owner and operator have been

recommending for many years with the stock trending at its highest level since 2021 every time i tell you to buy simon property it has been a good time to buy and even here it is still sporting a high-yield, more or less trading sideways from september to this month but it finally broke out of that range for the 13% gains since reporting excellent quarters on the fifth, i've had a two track thesis, the first part is simple, many will competently proclaim the mall is dead. the reality of the situation is more nuanced. the high end malls like the one simon property owns have been doing just fine when you look at the latest quarter, 95.6% occupancy rate, up 90 basis points year-over-year signing more and more tenants. domestic property income increased too. that means simons malls are full and growing. second leg of the simon property market is a bit more

comp located. during the pandemic a joint venture backed by simon and authentic brands group bought a bunch of struggling retailers which did two things. it kept the brands in business and taxed as much as possible, but second, many investments turned out to be very lucrative because the simon back to joint venture was buying at fire so prices and after covid they turned out to be worth a lot more. this turned into a nice profit center for simon property which the company starting to monetize, boosting the numbers and there are some underappreciated growth angles. like a portfolio that nobody even talks about that are really good by the way, simon dividend back to where it was before the pandemic forced them to cut their pay out. in many respect this business is in the best place it has been which is why thing is great to own in anticipation of low interest rates. one utility that can work as a safety stock if the fed cuts fail to juice the economy.

it will do just fine if the economy improves because of insane levels of demand for electricity thanks to all the data centers we are building to handle the artificial intelligence workload. many high-quality utilities have yields that are not high enough to make the list. we want stocks that pay better than a 10 year treasury, the top is dominion energy but i'm not sure i trust, have a lot of problems. second i do like the second highest yielding utility which is a company that is evergy, from planned energy and westar energy merger. major player in kansas and western missouri. looking at the long-term chart there is not much to get excited about the on the current yield, stocks are trading sideways since the merger, but when you look at this story there is one new angle that does not seem to be

baked into the stock. three major projects have been announced in the evergy service area which will consume massive quantities of electricity. a $4 billion electric vehicle battery plant from panasonic, one of the largest in the world. there is a new $800 million data center from meta which will be online by 2027 and then a billion-dollar data center from google suspected to be online by 2028, look at the growth over the years. combined these projects represent a staggering 750 mw of load and that is what you should be looking for in the utility stock, nice yield and potential for low growth which is what these properties represent. the averages have been great the past couple of weeks, but this is a tricky market as the economy is okay at best and it might take time for the rate cuts to kick things into high gear. i am confident rates will start coming out next month immediately benefiting high- yielding dividend stocks i

kinder morgan, simon property and evergy even if the fed rate cuts don't juice the economy that will make these stocks more attractive versus the competition. let's go to terry in florida. >> second time color here. thank you. my main question is , good time to get in? >> not a good time to get in, a regional national store doing well, but it had a gigantic run and reached its all-time high today. i fear if i say it's a good time and the stock drops it could drop like a stone so just wait or we just have to say we missed it for now, maybe it will be up later. and we have a better chance, 58% increase this month which is too top for me. how about betsy in california? >> a, i'm wondering if you feel this way now, i am keeping my

abercrombie because they beat seven of the last 7/4 and i think the key to doing well high end is inventory management and nobody does that better. what do you think? >> you are so right, abercrombie reports this week, playing some russian roulette but i agree with you i think abercrombie is a tremendous operator. there is a terrific ceo and i expect them to do a really good job in the quarter. i do expect rates will come down soon, now is a good time to pick up high-yield stocks which are ongoing to get more attractive as the fed cuts rates. much more coming up including a deep dive on some hvac stocks that will power your portfolio with a potential rate cut on the horizon. and then i named nvidia in 2017, what has happened since? we will take a trip down memory lane.

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we know the rate cut cavalry is on the way. the fed chair ordering the charge next month, some exposure to stocks putting up tremendous earnings when rates come down specifically the old-line industrials transforming into a new company by focusing on powerful secular growth stories. that's what matters, the future like the rise of the data center fueled by a.i. or the need to power data centers by upgrading what i would see frail electric get over the last couple weeks i've

highlighted these old industrials. talking about cummins, dover, hubble, parker, powell industries, palace up since added to the mix last monday which came friday after the fed chief confirmed the age of tight monetary policy is ending and the rate cuts should begin next month. we have the travel trust and we like them very much for investment with a lot written about them and talk about. tonight i'm going to give you a couple more industrials that fit the bill. carrier global and train technologies these are both heating ventilation and air conditioning, i saw your eyes roll. hvac companies i've been recommending for years and become more attractive as the fed gets ready to cut, up 440% since the old united technologies. much of those gains came in 2020 and 2021. when rates were dramatically lower, during 22 and 23 we lost

faith in the company figuring it cannot work during a slowdown with nonresidential construction. a lot of investors objected to the 12 billion a lot of investors objected to the ,■2 billion acquisition and the climate solutions, people thought it was pricey, but more recently the stocks have been a much better performance as carrier core heating business proves to be far more durable than we expected. that are things have 20% year- to-date because carrier has been chasing growth opportunities in new areas like the data center, to have a excellent ceo doing an acquittal job since the company was spun off from united technologies and raytheon. this all became obvious when the company reported in late july. the quarter is okay, dragged down by that acquisition the stocks took off on the news why? carrier told us they had 30% organic growth, core hvac, it

actually had 40 or 45% orders of growth, that's a lot. now part of that was a comeback in residential works, carrier with growth in commercial hvac with real strength of the globe, everyone was annoyed about commercial disruption and as we learn carrier wins a ton of business from data centers which need powerful air- conditioning to keep service cool and they're doing well selling climate control systems to schools and healthcare providers. in short carrier is doing fine and investors are piling into the stock because the big inflection is coming led by the data center business once again, the data center because the machines run hot, the stuff inside is very hot, the stocks trading to all-time highs and i can tell you carriers cheap selling 25 times this year's earnings, but let's just say i would not be looking for them here in the next few quarters looking great thanks to the data center business. when the fed starts cutting rates the cool parts of the

business should take off and i like carrier and i have for a long time, but i particularly like it now with the rate play going for it not against. trade technologies, the other big heating and air- conditioning play, a simpler story, there is no big heat pump acquisitions, stock is up to hundred 90% in the last five years including 44% gain year to date and they deserve credible gains, the reported at the end of july with a clean beat on growth. 13% for hvac, delivering a 22% earnings beat off the basis, 22% earnings growth, raising the forecast organic revenue, net revenue and earnings per share, all substantially, but while there was less noise to work through with the trane there is incredible forward- looking matrix especially bookings and the backlog. trane bookings grow 90% year-

over-year in the backlog stands at $7.5 billion. that includes $2.8 billion of commercial hvac 2025 and beyond with 1 billion added to the backlog in the second quarter. they have seen strength in a number of markets, basically all of them. they called out the data center, education, healthcare and high tech industrial markets, similar to carrier. the conference call says that the backlog is roughly double what they expected in normal times and as the ceo try to stress that the strength is broad-based across many end markets, the data centers are especially nice coming well in advance and gives management tons of visibility into how much they can make in the future. if trane is doing this well now only imagine how well they will be doing when the fed starts cutting rates. of course the stock had a big run now it is expensive trading

32 times this year's earnings, much higher than the average of 26 times, but i'm not going to tell you it's time to start dumping trying to because the business is going to get stronger. becoming our best friend. the bottom line with the fed poised to cut rates you want classic industrials that are already thriving. and can do explicitly better as it hits, look, this will accelerate the whole thing and i think carrier global and trade technologies for the bill, carrier is doing okay now, but trane is on fire, both stocks seem expensive, i bet they are substantially higher in a few months after data center demand with coming rate cuts. you've got to get in now to take advantage of that. "mad money" is back after the break. >> coming up, hit us with your best shot and electrified the fast fire lightning round, next.

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it is time for the lightning route. and the lightning route is overcome are you ready? lighting round, georgia new jersey. >> how you doing? thank you for taking my call. >> of course, how can i help? >> i have been a long-term holder and all of a sudden i'm losing money. >> i will tell you here's the

problem with elf one of the most sorted stocks in the market anything anytime anything bad happens in the cosmetic or people come down to buy but not after the first 14 points down, you buy in a couple days, wait until thursday and take a look and see where it is, let's go to lisa in virginia. >> hi, how are you? >> good how about you? >> good. calling to find out about b&g foods should i sell it? >> i don't like b&g foods, i know it has the dividends but it's a bunch of warmed under brands put together under one roof that is not play for you. josh in massachusetts, josh. >> looking at this company johnson & johnson, developing alternative drug delivery methods, approval for. >> yes and that's a very good

jog, that's ketamine, here's the problem, the stock had a major move up, every time it then moves down with 3% yield it went up because the yield was a little the higher end of the stock goes up the yield does not so stay high goes down, i think you should wait until it comes down, too high for me. let's go to richard in new york. >> such an honor. to listen to and watch greatness in its prime mr. cramer. anyway. i added to my portfolio recently, a stock that has run a kind of nice with dividends, the name of the stock is uwmc. >> oh, yeah. so, it is time, maybe it's time to finally cut, it moved up to nine, i would wait for a

pullback because again the stock is straight up, we know a lot of stocks are straight up and we don't buy straight ups we say pass otherwise it has to come down a little. let's go to chris in south carolina. >> what's happening? >> what's going on? >> recently bought into a stock , warehousing. a little confused about last month. it dropped about 40%. paired with the largest boxing. >> supply chain management, we don't want to touch this thing. the robot nobody has been able to make it work, the company is not when you want to be in, too high even after the comedown i don't want you to touch it. let's go to rhode island. >> hi. hi, i am calling, i am recently

an investor a veteran of the market, if i'm going added like a young one i kind of buy and i sell quickly on the up so my question is, is arcadia a good stock to invest in long-term? >> it is a trading stock not investment, central nervous system, central nervous system drugs, it's over i cannot recommend, it's too high risk for me. i want to go to georgia,. >> calling about sofi. >> i am believing that sofi might be the right one. it has done nothing and nothing, but how many times have we been told look it's about to occur if rates come down, now might be the time. i see the risk reward to be very positive for sofi. now, chad in wisconsin. >> hey, thank you for taking my call i appreciate it.

so, i had to ask the main man himself. it's kind of a little bit of an issue, a debacle trying to figure this one out. so, surprise retail sales recently with electronics bring the number two consumer most purchased. also back to school along with economic inflation data, this week there's a little bit of a.i. exposure with a earnings call on thursday am i going to get the hold call or the bull button from dell technologies. so i believe michael dell, the stock is down to 111 which is decent risk reward, i'm saying you can buy it. how about ethan in california? ethan. >> hey, what's up jim? how are you doing? >> i'm all right. i have a toothache actually. i don't know. i can't fix it myself, go ahead.

i will get something. i will order it from amazon today go ahead. >> so, in terms of a nice little run recently what you think? >> i think you should sell lucid, companies losing too much money. i am already out there and that ladies and gentlemen is the conclusion of the lightning round. >> the lightning round is sponsored by charles schwab. coming up, own it, don't trade it. what you need to know ahead of and video reports, ameritrade is now part of schwab. bringing you an elevated experience, tailor-made for trader minds. ♪♪ go deeper with thinkorswim: our award-wining trading platforms ♪♪ unlock support from the schwab trade desk— our team of passionate traders who live and breathe trading. ♪♪ and sharpen your skills with an immersive online education

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when i renamed my dog everest after nvida in 2017 the stock was three dollars and change, who knew it would value

over 3000%, many beauty as a stunt even as everest who loved me dearly change his name to nvida. it wasn't a stunt, i renamed my dog appear frustration. i have been to nvida, i saw the future i was having trouble getting people as xcited as i was about this company and i cannot figure out a better way to catch people's attention so they could see it too. what i saw was a preview of where things were headed and at that time nvida was focused on video games, the ceo had shown me storm troopers from star wars along with counterparts from a videogame based on their chips and i cannot tell the difference, since then it became clear that artificial intelligence was superior to human intelligence. we don't truly know how to use it yet which is a common problem, but chatgpt changed

everything to make it clear we are not going back, by the way chatgpt was a use case from 2016 when they deliver the first- ever platform needed to make regenerative a.i. magic and it truly did change everything. an invention that really got things rolling. so much was out there, so much was possible, but i cannot stand the idea of you missing out on nvida, for me the risk was failing to meet people understand the wonder of the technology hence the name change, liking this story enough i got a dog tag for nvida, he can get in the building, to be sure i think there are many other uses that has been thought through and we will realize in years to come because we're not as smart. this week, nvida reports and of course it's a different nvida, a company everybody knows and wall street expects huge numbers.

i think we need to see meaningful guide, we have to find out how late the next iteration of their high end chips may be and how well they're selling and what's on tap for the one after, that's moving, the best telling me the hearing, terry and for calendar 2026 it makes the average investor we're just getting started with street numbers for those years very conservative. he went on to say this is the key and the stock will be bought on any dip related to immediate expectations, the use case more than justified the stock you wishing. a good quarter perhaps $2 billion on the beat, expected to get truly much better over the years. i like the idea if it's doable, but if they deliver another huge beat the stock could go higher, and the camp would be

ready for a pullback because it feels like everyone owns this one already. my view is simple long-term i believe in the use case for nvida chips and in the industrial revolution and that's why i say own it, don't trade it, at the end of the day i did not rename my pet after just any stock. i'm jim cramer, see you tomorrow. sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪♪ i'm dallas robinson... and i'm mike buonomo... (both) and we're from salt lake city, utah. we first met in college, and we just kinda clicked. some ideas just percolate up. we've created something that creates a chemistry between two people that's absolutely amazing. yeah? yeah, i think that's right. we grew up with a very strong moral background,