17, that's where you buy it. >> chicago mercantile exchange. see you back here tonight for more "fast." don't but anywhere, "mad money" with jim cramer starts now. 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." welcome to cramerica. other people want to make friends. i'm just trying to make you some money. my job is not just to entertain but to educate and teach you. so call me at 1-800-743-cnbc or tweet me @jimcramer. i'm out at cnbc one market in san francisco this week for our invest in america, defining the

future shows. we're talking with some of the most innovative companies in the silicon valley and learning how their work impacts our lives. now, not all deals are created equal. some deals are more equal than others, and some never even get done because of factors beyond the control of the deal makers. these aborted takeovers can make the entire market go up or down because they remind just how fragile stocks can be like n today's muted session where the dow finished down 13 points, s&p inched up 0.025%, and nasdaq declined 0.17% after a very rocky morning. knowing how to identify a good deal or what can kill a deal makes us better investors because it means we'll be ready to buy stocks on the weakness specifically caused by these kinds of breakdowns or maybe to profit from the strength it can generate as both often have nothing to do with the broken deals themselves. let's talk about the big story right now, the current state of the non-deal of salesforce.com

buying twitter for the rumored make or break price tag of $29 a share. $9 higher than the stock is now because that's a prime example of something that can hurt the whole market as was certainly the case at the session's opening before it came to its senses. let's go over the genesis of what now seems like a broken deal, a genesis that initially had very little to do with twitter itself. oddly it had more to do with linkedin, specifically the breakdown in linkedin stock from $205 at the beginning of february down to $100 a week later when it collapsed on really terrible guidance after an okay quarter. linkedin was one of the few remaining publicly trading social, mobile, and cloud companies, the kind of companies that are overflowing with data. as mark benioff, the ceo of salesforce has stressed to us again and again, data has become the new currency of the realm. but he also acquired a slew of companies while investing in new products that mine and interpret data to figure out who the best

prospects are for whatever enterprise hires them. so when linkedin cratered, he got interested in buying the whole company, but so was microsoft. now t is tough to get into a bidding war with microsoft given their huge cash position, so benioff dropped off. by the way, benioff told me yesterday that there are grave antitrust concerns with this deal that could really hurt salesforce, concerns that stem from what benioff calls aggressive statements by some microsoft executives about what the software giant is going to do with all that linkedin data. benioff is try fog block the deal or get some restrictions on anti-competitive ways that data can be used i don't know if he'll be successful. as he told me yesterday, we looked at linkedin too. we would have loved to have it, in part, he said, because it had great deferred revenue, so it made it very exciting. i'm going to give you in english what that means, it means the

company's earnings per share were understated geiven -- more important, it means it was making a huge amount of money. cut to twitter. this company's stock has traveled a long way down from $74 where it traded in its growth hey day at the end of 2013 all wait down to $14 back in may. benioff and others were intrigued by that decline, not to mention twitter's treasure trove of data. data about its users. all individuals who could be potential customers for salesforce's enterprise clients as twitter is pretty rudderless without either growth or strategy to mine its own data. rumors about any pending sale were dismissed because the company's part time ceo jack dorsey was given a one year grace period to reignite growth. the decline in the stock created too much opportunity for those of you twitter not as it is, which is a trash talking, rotten

tomato threeing pseudoinstitution that's driven away as many follower as as it currently, but as it cob, which is a business with unscaled mountains of that new currency, data, that will be cleaned up so we wouldn't have to do national blockers day like i'm doing today. we learned recently, thanks to our own david faber, that twitter was contacted by a host of suitors, perhaps disney and google. they were enticed by the cratered stock prices as well as the ennui at the top of twitter. by the time we found out about the for sale sign, two trings had happened, the stock had run from $14 to $21. and, two, their business had taken still one more step down to the point where the word disastrous keeps being thrown around as the operative to he did fine how twitter is doing currently. the stock started rising when the word leaked out the company

was on the block. the price tag would be 29 bucks if you wanted it, which was 3 bucks above where it came public, twice the price that attracted buyers to the trophy to begin with. maybe that's the most salient point. unlike linkedin, twitter has no deferred revenue. it's a no growth company with no real earnings. even if it does have $3.5 billion on the balance sheet. that dramatic rally and the newly expensive price tag that it would cost to get the whole darn thing, well, it pretty much caused everyone to drop out of the running, except for salesforce. benioff again covets twitter because of its potential as the last independent social media company out there. so the price tag at $29, while steep, seemed intriguing to him if the shareholders liked it. and if they liked it, then why the heck not do it? at least that was the logic until yesterday when the talks dwru so heated that shareholders actually rebelled wholesale, and many of the large growth funds that own salesforce.com stock

admitted to wanting to dump it all if benioff pursued the deal. we never got a definitive no from benioff no matter how hard i tried yesterday, but i'll tell you the combination of sheer twitter hatred from these growth funds and the fact that buying twitter could set forth sales force's timetable to go from $10 billion to $20 billion in revenues in a short time just revolted the shareholders. when it was reported that google dropped out and sales force had cooled to it, twitter stock got hammered, sending it down 20% today while samzforce's stock rallied $2.84 or 4.15%. i still believe if benioff can somehow find someone else to take a piece of the darn thing, to lay off some of the risk and the costs so to speak, it could come alive again simply because twitter stock is once again going down big. nevertheless paying a dollar amount north of what microsoft paid for the far more profitable linkedin, the price he needed to commit to? order to get tweerlt's board to

sell, that killed the deal. execs were concerned twitter's site has become too darn mean. i heard that word a lot too. twitter has turned into a prime example of gresham's law where bad money drives out good or the haters drive out the good users who are worth advertising and seeking. put it all together, and you got a deal that just doesn't work except at a much lower price, and $29 is not that price. so in the new world we have to ask ourselves, are there deals that are just a bridge too far for the acquirer's shareholders to accept. is twitter therefore out of play? i'm not sure. the lower the stock goes, the more intrigued other suitors will be. maybe a verizon, maybe at&t, both of which need more growth and might be able to reignite that growth by using twitter as part of a larger suite of online offerings. otherwise, though, twitter stock may not be done going down. and the board has to cut the price it settles for before anything gets done. a price that could be lower than

the roughly $20 price where the stock went out today. here's the bottom line. at this point i don't know if there will be much happening to twitter until we see the company's next quarter on october 27th, which i'll tell you i'm betting will be hideous because otherwise, really, someone probably would have bought them already. let's take calls. john in california, john. >> caller: jim i, you know, we love you out here in sacramento. glad to see you out here. me and the caveman have bought oracle when it was around 10. we've done really well with it. would you take some off the table or would you hang on to it for a while? >> well, john, first of all, thank you for the kind comments about sacramento. not that far from here. i wanted to visit it. i miss it. i'll tell you this. you got to take out your cost basis of oracle. let's ring the register on that. you can let the rest run. i don't think it's running anywhere at all. all those buy backs, all the king's men doesn't seem to be able to get this stock back to

45 again. mike in michigan, mike. >> caller: jim, hey. i bought credit suisse after the initial brexit drop back in june. it's up 25% since with the brexit fears looming again, is that a sell with 5% dividend out of the question? >> no, i don't think so. i mean i think credit suisse is actually conceivably a company that can profit from the chaos. i don't want to own the stock because i'm not really pushing the financials very hard. but that yield seems safe to me. not really sure because some of these banks over there are cutting their dividends. i'm not going to tell you to panic off of brexit. i think there's a lot better opportunities in banking away from that company, including one that action alerts, the club that follows my charitable trust, which owns citi, letter c. i think that's a better buy. joe in florida, joe. >> caller: cramer, i got in on the ipo of new tan ix last friday, ntnx. i'm up big and i need to know

should i hold it for the long term or ring the register? >> ka-ching, ka-ching, my friend. i don't know how good that one is. i am not going to put it in that category with twilio and acacia and the one that came public today software. twitter could still find a buyer, but i don't think we'll see a deal until the stock is appreciably lower or the company does a lot better. i'm betting unfrtly on the former to be the catalyst because i believe those upcoming numbers could be ugly. coming up on "mad money" tonight, it's a secret weapon for companies like under armour, airbnb and dunkin' donuts. i've goat the exclusive with digital guru. can fitbit take a real stand against the apple watch this holiday season. with the stock down 50% this year and looking mighty cheep, i'm getting some answers. find out where your great, great-grandfather was from? 23 and me is making it a reality. i'll ask the ceo how the company is revolutionizing the health care industry. so i suggest that you stick with

cramer for our special invest in america, defining the future. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. cdw brought i.t. orchestration to growing businesses across the city, increasing productivity like never before, which is amazing, unless you're a barista. cdw implemented dell poweredge servers

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♪ >> announcer: we rely on our apps every day, but who do developers rely on to keep things running smoothly? new relic, empowers coders to please the mobile consumer. can this tech star keep your portfolio running optimally? >> over the past few months, the pure growth stocks have gotten at least some of the group back which makes this a terrific time to come out to san francisco and take a closer look at what's happening with some of these high-flying cutting edge tech

plays. take new relic, newr. it's a cloud based software company that's very meta. new relic's platform helps companies understand monitor and measure how users are interacting with it in realtime. a sophisticated dashboard with vast insights into their own digital operations. giving them a treasure trove of data about what their customers are doing. in short f you're running a business these days, especially one with a web presence, you've got so much software running that you need a software analytics firm in order to understand it all, that's where new relic comes in. this, like so many other high-flying stocks, not profitable. new relic got slammed last winter. falling from $40.11 months ago down to $20 at the market wide lows in february. lately the stock has been making a big come back. trading up to $36 and change, giving us a terrific gain of around 25% since we last spoke to the ceo a little more than

three months ago. in part because the company reported a super strong quarter with very bullish guidance at the beginning of august. so can this red-hot cloud name keep climbing? yesterday i got a chance to check in with lou serny. he's the founder and ceo of new relic, to find out more about his company and its prospects. take a look. lou, we can talk about the unbelievable growth, 54%. i don't have many companies that can do that. we talked about an amazing revenue ramp. i want to talk about what happens when you come to new york and go to your favorite place for a cup of coffee. >> i love coming to new york, jim. it's a wonderful city. when i do, i make a beeline for dunkin' donuts. what it's doing and what most big restaurant chains are doing right now, they're moving digital. i can pre-order my coffee and my doughnut on my phone, and i can skip the line and get straight to my hot coffee. but how do you deliver that experience? new relic is the dashboard for that digital experience. we measure how many people are ordering their coffee and doughnuts not only for dunkin'

donuts but for 14,000 companies, what's going on in their digital business. we do that in real time tore our customers. >> let's say i didn't use new relic and did it the old way. >> you know if you don't measure something, how can you stay controlled in it, how can you improve it? customers without new relic aren't measuring their digital customer experience. if you can't measure it, you don't know how to improve it. often, let's say we do three things for our customers. we make sure they're open for business. is the site working? then we measure the customer experience. then we help them deliver better business results as a result of understanding their digital customer. >> i understand digital customer. i go to an rei in the middle of nowhere in arizona, and they knew about what i cared about, and that's new relic too? >> again, whole loyalty programs are moving digital too. everyone has a phone in their pocket. that's better than carrying a card around, e-commerce, that's

all changing because of the cloud. that's why there's so much going on here at dreamforce. the cloud is enabling companies 0 to do these amazing things. we're the dashboard for all these initiatives. >> if you're the dashboard, how do i pay you and how do you make money? >> it's real straightforward, and we've got a nice system that scales well for our customers. take airbnb. as you can imagine they were a small customer with us at a time. but as airbnb has grown, so has their business with us. we've probably done about 20 transactions with airbnb over time as their business has grown. 20 different growth transactions with airbnb that are basically saying, our website is growing, and so our investment in new relic grows along with it. >> when i think about your business, i know you've got a totalable adjustable market last time i saw you that is a very good vertical. but i see new things that are coming to make it the company has a total addressable market that could be substantially more even though your revenues are

great as it is. >> it is. we're excited about our market. historically we've been about measuring the software, running on the server, running in the cloud. but what about the infrastructure that that software runs in? all that amazon web services infrastructure. we're introducing a new product called new relic infrastructure that we think delivers complete visibility that our customers are looking for and increases our total addressable market by a very substantial margin. >> what will that mean for shareholders? >> well, we've got more products to sell to our existing custo r customers and we believe over time it's going to fuel a stead strem of growth for our business. >> one of the favorite companies that are for our audience on "mad money" is under armour. >> yeah. >> and i just read that you guys have just affiliated with under armour, and that sounds like something that everyone knows is growing like leaps and bounds. >> well, the under armour ceo is a genius, a great entrepreneur, and he's been public about

saying his business is all about digital and technology. they made a large investment in it. how do you measure the return on that investment? they use new relic to measure the return on their digital investment, and we are -- we're at the core of measuring what's going on with digital offerings. >> you have 15 customers that are paying you more than a million bucks? >> that's the last number we've shared. >> fair enough. i know it's -- >> we're not done there. that's for sure. >> i just want people to understand that your core business is applications performance monitoring and they're going to want to know what that is because you use apm throughout all the public filings and i want everybody to understand what it is. >> it's about 70% of our business right now. we diversified far beyond that, but you start with monitoring the software. every time you buy something online, you login to airbnb, there's a bunch of software running in the cloud to make that happen. when that software doesn't work, it's very, you know, business doesn't work. so we measure the software running in the cloud to make sure that it's working for our

customers. but then we expand it beyond that to go into measuring what's going on in the mobile device, what's going on in the browser, and now what's going on in the infrastructure. so you got one holistic view of the entire environment. >> if they didn't have you and something went wrong, when would they know? >> imagine driving a car without a dashboardment you don't know if the car stops because there's no gas in the tank, because of the oil, because the engine is overheating. all right? we're like that dashboard. we go far deeper than five metrics. we're looking at everything in that system in realtime. without a dashboard, you don't know when your car is going to stop. >> i think we should stop right there. that's lou sirny. he's the ceo of new relic, founded the company, and it's growing the fastest of companies we're interviewing today.

♪ >> announcer: innovation is everywhere, and with fitbit, some of the latest technology is

now on your wrist. helping millions achieve their fitness goals. can it outrun the world's largest competitor? >> as we get closer to the holiday season, could this be fitbit's time to shine? ever since the number one maker of wearable fitness trackers came public in the summer of 2015, it was kind of like clock work every quarter. fitbit would report some incredible sales earnings numbers. i would say they're fantastic. then they give a little tepid guidance and the stock would get hammered. it kept happening. however, lately it seems like the stock is starting to get some traction, deservedly so. it's up 14% since we spoke to the ceo just in june. and whether fitbit reported its most recent quarter, they soundly beat expectations and delivered some top in line guidan guidance. plus they've been trying to transition into more of a corporate wellness play, and that's where i think the really

big money is. so could this be a good time to circle back to fitbit with the holidays not to far away or should we be concerned about studies suggesting that the wearable fitness device is might not actually help people improve their health long-term? let's take a look with james park, the co-found 0er chairman and ceo of fitbit. mr. park, welcome back to "mad money." >> thanks, jim. >> digital health plans are where i think the big money is. you've had some big news this week that indicates it's really coming true. >> yeah. we had an amazing study published earlier this week by a third party that showed that for employers, the average cost of health care for a given employee who opted into a fitbit wellness plan was 25% less or $1,300 less than someone who had not opted in. so that's a pretty amazing result. >> given what we've read, that people don't keep up with them, question their worth, that seems like empirical evidence that any

study that would be done that would discredit things would be wrong. >> that study was actually started five years ago, and they used a device that wasn't a fitbit. it was a huge brick that was on your arm. >> it wasn't a fitbit? >> it wasn't even a fitbit. i don't know what conclusions you can draw from that. for us, there's so many positive studies that show the great impact that our devices and services have on people's health. we're in over 200 clinical studies. so i perjusonally am gratified the great effect we're having on people. >> let's talk another thing people seem to confuse. apple watch and fitbit. apple doesn't make any claims they are what fitbit is. fitbit doesn't claim they're anything that apple is. i need you to straighten out the confusion. anytime apple does something, people get scared. >> i think that's a natural reaction, but we are very different companies with a very different focus. our mission is to get people healthier and more active, whether it's through our devices, our software and

services, and it's all supported by an amazing community of users that has a tremendous network effect. people love our products. they recommend them to friends and family. they compete on fitbit, the mobile app, and fitbit.com, so it's a tremendous social smerns that's been powering our growth. >> that's very different. look, i love the apple watch, but that has nothing to do with what the apple watch does. >> no. that's one product -- we have a broad line of products and we're a fitness social network that's coupled to hardware. we're on the cusp of transitioning the mission of our company from a consumer electronics company to a digital health care company. >> there are still stories, for instance the other day your stock was starting to move up and pacific crest comes out with a piece which says they've done some channel checks and they say your new fitbit has got too much inventory. i have become very chagrinned, if not questionable about channel checks because when apple was at 93, the challenge check says the 7 wasn't going to work. 7 i think is in short supply. can i trust challenge checks

versus ultimately what the results will be. >> without knowing how that analyst did the channel checks, i can't say. but what i can say is, look, we just started shipping the product. fitbit charge 2 is the number one best selling fitness tracker on amazon. you know, we launched two other great products earlier this year, al ta and blaze. if you remember the investor reaction to blaze was, i think, just, you know, i couldn't understand it at all. and even today, blaze is the number one selling smart watch on amazon. >> now, international has been even stronger than domestic. you've opened offices overseas. last time we saw you, it was accelerating. continues? >> international is so important for our company's growth story. we opened a headquarters in dublin and that's going to allow us to bring a lot of focus, excitement and passion to really growing that business. we saw the first results of that at a conference in berlin. amazing reception by customers and partners there.

>> how about the step up challenge? tell me about it. >> so step up challenge is something that was inspired by the surgeon general of the united states. it's a two-week step challenge for all americans regardless of their age and fitness level, and it's just meant to raise awareness, get people moving. but what's most important it is that it shows that fitbit is very visible at the highest levels of the government. and that's important because the government has such a strong say on health care policy in this country. and directly controls so much health care spending whether it's through medicare, medicaid and the v.a. system. >> have you thought about for the holiday season just this notion of a couple of pop up stores because i think that it's absolutely true, number one on amazon. i've given it to my family. but you, you know, sometimes you want to feel it and see what the changes are in order to gig out whether you want to upgrade. it's harder to do on a flat screen. if i knew there was a fitbit store, i would go in and take a look at all the merchandise. >> can't speak to the future in too much detail, jim.

but, look, you know, we understand that the power of fitbit originates from the consumer brand and the consumer loyalty that we have. so we're looking at a lot of different things to magnify that. >> the reason i ask is because i think the holiday season could be a good one but i find sometimes it's dictated by what the an lifts say. what i'm trying to take away from here is you shouldn't -- we're not letting the analysts speak for the stock. let the numbers of the company itself determine how the stock does. >> yeah. we're looking out for shareholders, and we want to stay true to our mission at the same time. we're in it to win it. >>. i think you are too. admittedly i've been too aggressive. i've always said that. i love the product. i love the company. that's james park. he's the co-founder, chairman, and ceo of fitbit. "mad money" is back after the break.

♪ >> announcer: from wellness to ancestry, one company is using science and a bit of spit to reveal the answers behind your genetics. but can 23andme navigate regulatory hurdles to help answer the ultimate question? what makes you, you? >> these days, people become a lot more health conscious than we used to be. we try exercise classes. we avoid trans fats. i even like quinoa. some of us go the extra mile to get our dna scanned to find out if we're at risk for various genetic diseases, which brings me to 23andme, the privately held company that has made dna testing accessible to everybody. it started out as a cool way to find out about your ancestry. they send you a little tube, spit in it, send it back to

them. they can tell you where your great grandparents came from including the percentage of neanderthal dna you might be walking around with. a year ago 23andme started offering consumer health tests, ones that meet fda reporting standards, include whether you're a carrier for certain genetic disorders, which is very important if you're thinking about having kids. they've also started using the gigantic pool of data they've gathered to help with medical research. i think this is a very exciting story that is at the forefront of personalized medicine because they're empowering patients like you to learn more about themselves in order to prevent illness, to save lives, and help mine data for cures. this is the only personal genome service with the fda's blessing, and it's revolutionizing the health care paradigm by helping you and your family figure out what conditions you might be prone to while still early enough to do something about it. now, earlier today i got a chance to sit down with ann wojcicki. she is the co-founder and ceo of 23andme, to learn more about her

company, its science, and how it could potentially change the way we treat all sorts of diseases. take a look. when i think of your company, i think about empowering the patient. what does that do for the whole health care system. >> i think one of the things i'm super proud about is 23andme is really leading the charge of saying that the individual, like you the consumer, actually needs to have a voice in health care. and if you think about the health care system and how it is today, there's this whole world that sort of operates above you. so like how you get your drug, your medications, how decisions are made by your physicians, how they're made by the insurance company. and i think that one of the things i learned is that the consumer actually really wants to have more control and more power. so 23andme is leading the charge of this whole movement of the consumer actually paying for it themselves, making it affordable, and actually owning the information and then taking responsibility for what they learn and implementing that into their daily lives. >> how many different traits,

characteristics are covered by your personal genome service right now? >> we look at roughly 700,000 data points in your dna, and right now we have about 60, 70 reports about you. but they're the potential. we're going to keep adding more and more as we get clearance from the fda and as we make new discoveries. so we have a whole team that's making research discoveries and giving that back to you. >> and the fda understands the idea that the clients should be empowered and has been helpful in trying to figure out what the priorities are. >> one of the most revolutionary things i think that the fda did is they actually gave us a label that is direct to consumer. so they're saying, you have the ability to get access to really meaningful medical information, like cystic fibrosis results, through 23andme without a genetic counselor and without a physician. to me that was a real sign that the fda is actually embracing this idea that there is a whole world of consumer-driven health, that consumers want this information and they have to

pr provide a safe path for them to get it. >> once they get it, what do you advise them to do? >> frequently it's following up with their physician. if you are a carrier for cystic fibros fibrosis, it doesn't mean you have the disease but you could have a child that has it. we try to make it really clear to people what do you do with this information, and then if there is a medical reason to follow up with your physician, then you should actually follow up with them. but there's a community on 23andme. we give people information about what to do next. for things like lactose intolerance, all these people suddenly realized i had pain, and i never knew why. here's all the foods that have lactose. i need to cut this out. so that's a really simple one where we can have an impact on health, and we can help people know how to live their lives. >> at the same time, i know you're out hear for dreamforce, mark benioff said over and over that data is the currency. you probably have more data than anyone. now, i have to imagine the health care system, including the drug companies, would love to be able to find out more about what people have. >> mm-hmm. what we're doing, so we

specifically look at an opportunity like that saying, we have over a million people who are engaged. and everybody in this world knows somebody who has a disease. and everybody wants to have an impact. so, for instance, we just did a depression study where we had hundreds of thousands of people participate, voluntarily participate in the study, to make discoveries that led to novel genetic variance in depression. what we find is that people want to see the needle moved in health care, in having better therapies. so we partner with pharma companies all day, and not only do we partner with them, we hired the former head of r&d from jen entech and do our own discovery. i had a sarcoma meeting with all of our customers who had sarcoma come in and say, can you help us do something? we want to do something. if i can create a novel therapy for them, i've just returned a huge amount of value to those customers. >> i know a lot of immunotherapy companies that come on "mad money" have been saying, look, i know these companies really want

to partner, find out what might have these genes, and solve it ahead. is that a pipe dream, or is it going to happen? >> that's going to happen. without a doubt, that is going to happen. i think those are the types of partnerships, that is what i would say falls in our research category. those are the types of partnerships where we are doing deals with pharma partners, looking specifically, are there customers who are responding to medication, not responding to medicati medication, have an adverse event or don't have an adverse event. i believe in the next ten years, hopefully you'll have all medications where you can look and say, do you have this genetic variant, and what does that mean for you, and do you respond to a therapy, and do you not? and in areas like depression is one of those. like it's a horrible disease to have to go through multiple different rounds of therapy. it would be so much better if i could just say, hey, you're likely to respond to this and save you that sort of -- >> the holy grail of the system. >> right. that's where i think -- 23andme represents the consumer interest both from the fact that they want to be proactive in their

health, but also proactive in resear research. so we're doing research on all kinds of topics that are not otherwise funded by nih or by pharma companies where i can look at a host of generic drugs and see are there reasons why you should take a medication and you should not take a medication. >> i am sure that people -- there's some people worried. they say hacking and they say what happens if they have my information and it's hacked? other people would be saying, they promised more than they deliver. how do you reassure people that, look, your data is private. people aren't going to get it? >> mm-hmm. trust is key for 23andme. since day one we said we will have no business if we can't do everything we can possible to protect the privacy of our customers. that said, we've hired an engineering team that has structured the database in such a way that you know your personal information is separate from your genetic information, and that we always give our customers choice about what is the information that they want to give us. there's always an ability to opt in, and there's also always the

ability to opt out. so you can't undo a research project that's happened but if you say i no longer want to participate, i want to delete my data, we always give you that opportunity. >> the last question i wanted to ask is this is such an obvious thing that's going for the system. state government, federal government, who is working with you to be able to make it so that the people can't afford 23andme can get it and how do we get it? >> one of the best programs we just dids with a partnership with the state of nevada where the governor's office, came together and said population health is really important, and we're going to identify people with, you know, look at their genetics, look at the environment, look at the diseases and the health they have, and we're going to try to see can we actually use all this information to say, okay, for instance, you know, who is high risk for prostate cancer? who is really at risk for breast cancer? there's the debate on mammograms. who actually needs a mammogram at 40? who needs it at 50? we're not all the same at 50. so how do i actually use genetics, environment, and your

health history to help, you know, decide who should get what is when? there's no woman i know who is like, i'm 40, i'm dying to get a mammogram today on this beautiful sunny day. it would be much better if it's like, hey, based on these risk factors, you really need to do this. i think when that kind of preventive information is truly personalized for you, people are going to follow up much better. >> okay. i can't resist. i have to tell you you're from the business. you're an unbelievable analyst. you're in a hedge fund. by the way, i know there's some business genes in your family, it's worked out pretty good for you. >> considering we come from an academic family, not most business oriented. >> 23andme is an unbelievable company, and you're saving a lot of lives. >> thank you. >> not bad. that's ann wojcicki. she's the co-founder and ceo of 23 and me. stay with cramer. you both have a perfect driving record. until one of you clips a food truck.

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>> announcer: lightning round is sponsored by td ameritrade. >> it is time! it's time for the lightning round! you'll hear that sound -- [ buzzer ] -- and then the lightning round is over. are you ready, skee-daddy? it's time for the lightning round on cramer's "mad money." steve in ohio, steve.

>> caller: good afternoon, jim. got a question about a cramer fave. about two months ago they reported a great quarter, and it's been slowly and steadily down about 15% since then on no news. what do you know about amn health services, ahs? >> i talked to susan sal ca pretty regularly. i don't think anything is wrong with the stock. i think it's a terrific hospital staffing, medical staffing. it's the right place to be. i would be a buyer of what susan sal ca is the ceo of. let's go to jim in new york. >> caller: hi, jim. how are you? >> i am good. how about you? >> caller: great. i want to know about ndxg. would you hold it or -- >> it is on my list of companies to look at. i am not there yet. you know i like the medical device companies. let me do more work and come back. duly noted. we got to do some homework there. brian in illinois. brian. >> caller: thanks for your hard

work. i got into ran gold at 115. it's pulled back a little bit. buy, hold, sell? >> listen, we own rand gold. why? you own rand gold is exposure to gold. gold has been rocky. they have not had the last two quarters, have not delivered. how do i know that? he would tell you. do i still want to be with them? they are the fastest growing large gold capital in the world, i think it's a good proxy. hold on to it. buy more below 90. i would buy some right here. james in california, james. >> caller: cramer, i was wondering after recovering from near bankruptcy along with november's earnings release and the major election, how do you feel about pacific ethanol out of sacramento? >> not a fan. not a fan. too speculative for me. not just -- i just don't think it's a good enough situation to put your money in. ken in new jersey, ken. >> caller: booyah, professor cramer. how are you doing?

>> i'm doing well. how about you, sir? >> caller: great. great. my stock is hig. last quarter was disappointing. management said there was some write downs. the next quarter is coming right up. what about the situation of the stock? >> undervalued. undervalued. just understand that my favorites in the group are more inclined towards a much broader aig, but i do like hig. a lot of people still think it's a takeover name. i think you own it for earnings. lou in new york, lou. >> caller: hi, jim. i'm a retired action alerts subscriber. with bond market equivalents taking a hit lately, do i hold on to my large positions in con ed and at&t? thank you. >> my answer to that is absolutely yes. and con ed below 70, i'm a buyer of at at. that, ladies and gentlemen, is the conclusion of the lightning round! >> announcer: the lightning

round is sponsored by td ameritrade. this is my new alert system for whenever anything happens in the market. kid's a natural. but thinkorswim already lets you create custom alerts for all the things that are important to you. shhh. alerts on anything at all? not only that, you can act on that opportunity with just one tap right from the alert. wow, i guess we don't need the kid anymore. custom alerts on thinkorswim. only at td ameritrade. what are you doing? getting your quarter back. fountains don't earn interest, david. you know i work at ally. i was being romantic. you know what i find romantic? a robust annual percentage yield that's what i find romantic. this is literally throwing your money away. i think it's over there. that way? yeah, a little further up. what year was that quarter? what year is that one? '98 that's the one. you got it! nothing stops us from doing right by our customers. ally. do it right. let's get out of that water.

this market just doesn't seem to want to quit, and it's worth spending a few minutes describing why because i think this could be a sign of real strength and not merely short covering, meaning hedge funds having to buy back short positions that were meant to bet against the market. first, i've been rooting around the apple story of late and not just because of the bad news about the samsung galaxy or the

fact i still don't believe the positive flow of customers from samsung to apple is reflected in the stock prize of the world's largest company. i think the phone remains supply constraint, and the numbers and therefore the stock could both be too low. today's 84 cent rally to $113 $.89, i think it's more of an harbinger for gains ahead than anything else. second, it's so dicey to bet against stocks here when you have takeover talk involving companies worth $20 billion, $30 billion, and many times the rumors are given great creed ensz. sure, twitter has come off because it seems to provide a level of toxicity to whoever is thinking of buying it. have you noticed that nxp semi-conductor keeps going high in part because rumored suitor qualcomm's stock won't quit every time this potential deal is talked about. that's a hugs to pif given that nxpi is a $35 billion company. why do i think a deal can get done? because qualcomm would only be paying 15 times earnings even if the deal gets done at 120 bucks, up about 17 maccers from where it is now.

how about a major deal breaking down? land researches bid, and yet both stocks do well. land mine wanted kla badly, yet lamb stock has soared four points. shouldn't both stocks be down? no, because the semiconductor business equipment is so strong and these two companies are spewing cash. i have always been partial to lam, you know that. they've been on this show many times. and i remain that way with the stock north of $100. that's an all-time high. or how about this big jump today in the baltic freight index? that's a huge important gauge of chinese imports, up 46 to 915. is it any wonder why the rails keep roaring? they ship commodities. many go to china. it looks like china is doing a lot more business than we make think. then there's the ipo of coupa software. many companies spend fortunes on tech and have no idea if it's paying off. cuopa gives them a solution.

the stock closed up over 84% from where it came public, joining twilio and acacia in the big ipo winner's circle. and you know i still like twilio and acacia. don't forget the nation's snap kimberly-clark, clorox of may i suggest you buy something in my charitable trust pepsico, which came back nicely today after opening down in the wake of a very solid quarter not that long ago. look, they all can't be as good as constellation brands, which give you some incredible results yesterday and rallied again today after the interview of rob sands, which convinced me he has another winner, this time in the whiskey department with the purchase of high west. i'm a tavern owner. i get this stuff. pep offers an almost 3% dividend yield. well run. last but not least, i always care if it's an easy moment to buy stocks or a hard one. right now it's pretty easy. take a look at whole foods. this darn thing is being rumored

higher on takeover talk with kroger. nobody knows the reality here but the huge volume indicates many believe the franchise is overvalued. why does this kind of thing matter? because when core earnings, neither netflix nor whole foods is inexpensive. but when you can find companies that could be concept you'lly undervalued and their stocks on that valuation, then you have a powerful thrust that can send stocks higher before anyone has time to ring the register. that is, alas, an optimal situation. stick with cramer.

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and together, we're building the store of the future. digital works for retail. let's talk about how digital works for your business. tomorrow we'll be right back here in san francisco with more conversations, some of the biggest names in technology. you won't want to miss it. i like to say there's always a bull market somewhere. i promise to try and find it just for you right here on "mad money." i'm jim cramer, and i will see you tomorrow. >> a million-dollar idea just

takes imagination. >> a million-dollar invention takes a whole lot more. >> you need guidance. >> you need money. >> you need us. >> i'm george zaidan. i'm an m.i.t.-trained chemist with a passion for inventions. >> and i'm deanne bell. i'm a mechanical engineer, and i can get almost anything built. >> getting a concept from paper to prototype to market eats up so much time and money, countless ideas just never get made. >> i've took money from my grandparents, my parents. >> but i'm not an engineer. >> there's no way we can do this. >> that's why we're on a nationwide mission to rescue them. >> pick up some speed! off you go! >> each week, we'll meet two inventors. i found your patent.