>> it is a stock that the market is falling in love with. tesla. happy 75th birthday to my dad today. >> apple. you love it so i love it. >> nothing says panera my mission is simple, to make you money. i'm here to level the playing field for all investors. there is 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. on the west coast, that is. we're highlighting iconic american companies defining the future. other people want to make friends, i'm trying to make you money. my job to entertain and educate. call me 800-743-cnbc or tweet me at jim cramer.

here is what is so difficult to fathom about this market. everything we've learned in the last decade is worthless. every relationship, every alga rhythm, none of it works anymore. not only that, even the old paradigms from previous decades are worthless. with stood the test of time of going gonzo and we're baffled, especially on bullish days like today where the dow gained 92 and nasdaq 3.2%. it's almost as if we have a whole new environment that doesn't jive with the reality of the old days and therefore seems to be nonsensical and it's positive animal spirited nature. i say that's plain wrong, people. this market is fathomable but right before our own eyes, we are undoing a ton of what we've learned. because we're simply on a journey to a different arguably better place. let me give you the road map of

everything we have to unlearn and perhaps that will help us see how stocks can keep hitting what seemed like unbelievable new highs but i'd say our rational exuberant. when the federal reserve speaks and fed chief janet yellen spokes like today, we want to hear business is doing better, that he needs to raise rates. this desire we want her to chant tighten income a theater is to anyone that's experienced money. in the context of the last ten years wanting higher interest rates seems crazy, right? you have to recognize is we now have real economic growth that doesn't mock the trajectory of average but confirms them. i can hear you snickering, retail sales isn't anything to write home about. i disagree. if the fed tightens when business is weak it's disastrous

but good, then there is tremendous validation of the stock move and we crave validation. sometimes i wish janet yellen watched "mad money" that would be a nice valentine because she would realize al kelly on tonight and especially an e commerce, she'd what we're talking about on the show. for the longest time i thought the federal reserve, i thought they had the most data. i no longer believe that. i think the fed data is local and wow, an nikt dote. for years higher rates were bad news for the market. the fed support any more than

intensive care. beginning december of 2015, we left and went to rehab but it didn't go well because of a collapse in oil and international weakness. that premature trip to rehab drove us back into the icu and last december, 2016 we got a rate hike and this time things are different. the rehab took and we've resumed our regularly scheduled economy. the showed conclusively the economy was strong in the fourth quarter and continued to accelerate. i can take you to the bank. the cost of the market, the loss of the upper momentum of the bond market equivalent stocks like proctor and gamble and nelson announced a sizable position this evening or the highest tech growers. think fang. no big loss if you ask me. in return, though, we get the upper momentum and big groups, that's plenty on days we don't fret about border tax on days

like today one day before retail executives meet with the president we can't get a rally in restaurants, too. this is the kind of leadership that is stunning to watch and calls for a whole sale shift in your thinking. you see, rates have been so low for so long because they needed to be so low for so long. now for them to go higher because rehab is over, economy is humming again. you know what? we got to get higher rates. second, we have a probusiness presence and completely forgotten what that's like. the stock market rallied for sure. i'll see the tweets tonight. not the stocks rallying now. totally different group. granted, the obama stocks were plentiful enough to carry averages higher but the torch passed. let's say it's passed to the likes of bank of america, j.p. morgan, so long since we've seen these banks as leaders it's too puzzling for some. when will it end? tomorrow, next day, wednesday? me. i wonder how these bank stocks

could be so cheap versus so much of the market and only going to get cheaper if trump's deregulation allows him to return capital at their pace and not the pace of the feds. of course, trump has a ton of baggage and baggage blinds us. i get that. let's take the case of michael flynn who resigned as the national security advisor. it's top of news. it's top of mind. what does it have to do with the price of j.p. morgan? for all this market cares, it might as well have been aerorow flynn which brings me to point number three, what do the managements of market leading companies think of donald trump? you know what they tell me? someone you have to live with, you got to make your peace with while you focus on your business. i left out the word laser out here you can't say just focus, you have to say laser focus, my bad. most of the companies i'm meeting out here have a eye quality problem. they have more business than they can handle.

some because they have to hire more people because the u.s. is strong. some of it is because europe is better, china is better, latin america is better except for brazil and venezuela. when everything is better here in worldwide, trump is not much of an issue except to think whether they should take a meeting with him or not and most would rather take the meeting and be part of the conversation than risk an tag guitagonizing . the banks can make a fortune by taking your deposits and letting them out. that's the truth. that's the gospel. in fact, this leadership demands it. a president whose probusiness is a president whose agenda is only going to be good for business even if it's a little unorthodox? third, you may think our stocks are over valued but when you look around the world, ours are doing better supreme over valued because their economies have been lousier than ours, that's

why. when you listen to al kelly's description what countries are doing better according to hard data, you know what i'm talking about. the bottom line, you got to stand the road map on its head and accept the market is better here and abroad. you can't dust off the old playbook because rates are low. instead of dumping stocks as we've always done in the past you got to buy them this market is saying that momentum won'teme broken up. and that, my friends is what this shift of a rally is really about. i'm talking calls and going to ray in georgia, ray? >> caller: boo-yah, jim from the home of the champion, the atlanta falcons. >> i'm a falcon fan. go ahead.

>> i have a position in expedia 108 and with the recent earnings' call mixed results they forecast higher expenses. should i hold or sell and take my profit and put it to work somewhere else? >> pmy friend, i think you've been brainwashed by the media there. i thought that quarter was excellent. i think you're in terrific, terrific shape. i want you to stay long expedia because i think they are having a monster year. why is this market going up? business is better. it's a raising tide and something almost all boats. i got an exciting dish defying the future from cnbc one market here in san francisco ahead. you got the card in your pocket but should the stock be in your portfolio as it knanavigates an talking with flex, the manufacturer involved with everything from your kicks to the connecting car but first, he's a ceo like no other.

kind of an understatement. t-mobile's fight with the competition and these shoes. i stay stick with crime. . >> don't miss a second of "mad money." follow at jim cramer on twitter. send jim an e-mail to mad money at cnbc.com or give us a call at 1800-743-cnbc. miss something? head to "mmad money.cnbc.com. lih tget pae.

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how can they do that? >> that's part a of my answer. i'm always telling you management matters, that the people running the show at a given company can make a huge difference. case in point, the outspoken hard charging ceo of t-mobile. roughly four and a half years ago t-mobile ran a wireless company and had trouble competing with the big boys. att and verizon will take them out of business and took over and turned t-mobile into the uncarrier. a consumer friendly phone company. is that incredible? who are always trying to lock you into lock contracts and hit you up with hidden fees. ledger broke the mold and not just t-mobile's hilarious super

bowl ads but his strategy made the company successful, profitable, lucrative. a few years ago it seemed they were fading and they can't stop gobbling up market share from verizon and at and t. t-mobile delivered a monster 16 cent earnings beat off a 29 cent basis higher than expected revenue of 23% year of year and nearly 1.2 million branded postpaid new subscribers. the company's turn is extremely low and management gave solid guidance. this is a fabulous story but don't take it from me. we checked in with the ceo john lege legere, the man that masterminded the turn around. john, the truth is you did have the best numbers, we know that. >> by a mile. >> we will stipulate that so we don't have to talk about dumb, dumber and yellow. i need to know about ehtos.

many believe if you become anything but it will hurt the model. you're a living, breathing example that's wrong. >> as an example, this button down ceo would like to give you this valentine's card and it says verizon is red, at&t is blue, t-mobile loves their kur me customers and we love theirs, too. >> that's it's own sweet way. >> i know it was your birthday and i'm not always around and sometimes you need to hear from me. to your board, i created -- i wanted to give you something fun for the times when i can't be there in person. >> the rare moments. >> so it's a button and i'm going to give it to you. you can press it and it says things like. >> we won't stop. >> or. >> dumb and dumber just don't get it. >> and then, of course. >> just shut up and listen to

your customers. >> so i'm going to give you that and when it's tile to think about me, you can do that. >> why isn't there a lawyer who says hey, listen, you know, i -- john, you're off the reservation. >> yeah. >> what isn't there a lawyer who says that? >> there is but then we took them off the reservation. listen, when i started this game here, you know, there was a lot of questions about my -- who i am, how i dress, what i do. i said many times i am my customers and somebody said hey, john, you're the coolest ceo. we have to take that in two pieces. because ceos aren't cool. some book was written at some point in time that said you have to be a suit. you can't say this. you're a big social media player. congratulations on 1 million followers. that's -- it's a whole different game and by the way, i think in a short period of time, other companies are asking themselves, hey, wait a minute. maybe there is a different way to engage our customers and

employees and, you know, that's what i am. i'm all about customers and employees. >> let's talk about something that the other guys, we make -- they haven't different characterizatio characterizations. att seems to recognize hey, maybe we're a content company. we have to buy timewarner. verizon says we're buying yahoo and aol. look, you busted but maybe this is a new one and you need conte content? >> do you buy that? hello, i'm randall stevenson speaking to you from pebble beach where we will be golfing. >> you're not allowed to imit e imitate. >> why -- >> can you -- >> industries change, why do you need to fail in the one that you're in? >> maybe it is just this is a device and you need content? hey, let's not rule it out. they can't be stupid and stupider. >> why every time you need to do something, do you need to use the balance sheet and own and control the next move? why do you have to pay 50

billion for direct tv and $85 billion to buy timewarner? right? why? let me tell you, you don't. here is your smart phone. everybody that has one, picks it up and listen to all these suits and say, you know, the young kid with the phone says what the hell is a cable industry? what's a wireless industry? i don't know what that is. >> why -- >> i want to pick that up and watch what i want to watch where i want and i want it free. >> okay. let me ask you something. i'm watching the super bowl with my buds -- >> no eagles, no seahawks. >> don't -- >> i love the eagles. >> thank you. >> not as much -- >> that was going to be a down -- i was doing great and you decided to pull the plug. how did you come up with a commercial to make it so we all stopped and what would be the actual commercial had you been able to run it? >> okay. so what we did -- first of all, back to the other guys. >> yeah. >> we don't have the money they

have. we can't constantly drone on on the defense with commercial after commercial. so what we do is we pick our moments and then we do them big and disruptive and work around them. we manage the social. so we were, by the way, we were the biggest advertiser in the super bowl next to budweiser. how cool is that? >> just worthy. you have an roi. >> yes, my god. let me give you the number. what happens is we started looking at commercials and they have to stand out. we liked what we had so much that we bought more spots. we had one with justin bieber and by the way, on the side, we convinced justin bieber to come back to instagram, the most followed guy came back and what did he post? he posted this. snoop dog and martha stewart, adorable. great. we had two with christian shawl who takes on 50 shades of darker and fabulous.

>> i thought there was like a sexual implication. was that correct? >> oh, yeah, my god. by the way, two of our commercials were banned until we made small changes and, you know, the second one which is a 60-second commercial about an interaction with a verizon rep with taxes and fees and she had a harry met sally moment was hilarious. we had 4 billion social immigrations on our ads. our commercials were viewed 90 million times. we were the second most talked about brand on twitter behind pepsi and the most discussed super bowl coal mesmmercial. >> is there something bigger you want than more subs? >> yeah, remember, when i started this whole thing, and uncarrier moves ago, i stood on the stage and said we're going

to fix a stupid, broken, arrogant industry. we announced we're all in an unlimited because the mobile net should be viewed unlimited. our goal is to get everybody kicking and screaming. guess what? verizon folded their hands and came kicking and screaming. that's our goal. what we want to do, jim, there is major changes needed and they range from fund new devices 5 g and small things like how do you serve customers in a totally different complete way. that's highly motivated. >> if i were a company, i'd say i'd buy it to put you out of business or to be our leader. what do you think? >> yeah, no, come on, i would, too. you talking about me or the company? >> in the suits meaning -- i would say i ain't buying it. >> three years -- first of all,

do not walk across the street with me, i'd say. >> what happens? >> what would you do to me? >> you're right. you're right. >> by the way, for three years, by the way, that's how they all think. they don't think they need to change. they think you need to disappear. guess what? i'm not my team is unbelievable. my people are passionate, my grand is incredible. i created the next 20 years of leaders. they can't get rid of me because i created 100,000 of me. >> john legre t-mobile. the guy, thank you, bud. >> thank you. coming up, is this what a new tech company looks like? >> we'll have the opportunity to bring over 2 million people in the in the commerce system into it by mobile technology and internet. >> he wants to be a central part of your every day life and to do

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when you think about san tran based companies changing day to day behavior and defining the future, your mind goes to red hot tech startups, incredibly cool apps but there is another huge company head quartered in san francisco that's changed the world and continues to do so. i'm talking about visa, letter v and a $200 million dow stock that operates the largest ele electronics filled with technology. within the united states most of us made the transition from actual currency to credit cards

but in the rest of the world, this transition is on going and remains one of the greatest secular growth stories out there. now for years visa stock was super strong because it was a non-bank financial and a go-to holding for money managers that wanted financial exposure but wouldn't touch the actual banks. it was during the whole obama administration and the immediate aftermath of the election, visa stock sold off as money managers swapped out of this stock to swap into the beloved banks but as it turns out, selling visa huge mistake and the stock is roaring back to all-time highs and didn't hurt that visa reported a spectacular quarter less than two weeks ago, a marvel. i had a sit down with al kelly, the new visa ceo on the first appearance on cnbc. first of all. i'm thrilled you're on "mad money." you did a remarkable job.

great run. tell me how you would accelerate a run in every business? >> thanks. it's great to be with you. the economies look good. with the exception of brazil the third quarter was terrific. we saw real strength in the u.s. and mexico and some of the countries in asia and when you look at the u.s., we think it was the best holiday season in the last five years or so really driven by great volume and e commerce. e. co commerce really carried t day and seeing credit card volume, driven by cash back offerings and co-brands really starting to take a bit of a distance from debit card spending. >> it's important to recognize visa may be the accurate tell. we could hear the retail sales may be weak but wouldn't visa have the better scope of everything worldwide? >> i think so. we're the payment leader worldwide and in almost every country, not quite everyone but almost every country and i think

we have enough scale at this stage in our mat ration as a company, we have a good read. >> with your addition of europe, no doubt about it, if you think europe is getting better and you said japan is better and britain is better, that's very contrary to what people think. >> if you strip away the things unique to visa and look at europe volume up 10% versus 7% in the third quarter fiscal year -- calendar year. europe is performing well. this is early innings for us. we brought the visa europe in june. i guess we closed the deal and we're well into the integration now moving from a bank association model to a real company. we have a blueprint having done this in the united states back in 2007 to a company and we are now able to really fix one of

the real issues we had as a company, which is we weren't truly global. we talked to multi nationals and didn't earn europe. we talked about you've got us around the world and we've got this other company. and much more attractive to multi nationals as well. >> one thing, there is an interesting merger that you have talked about at the top of the conference call. the cashless society which by the way i was shocked to read germany is more of a cashless society and the technology you're bringing is leap frogging a whole generation of different technologies, you are the leader in digtizing cash and also, i think we should say in payments technology, digital commerce and internet of things, data security and shared economy. >> it's interesting. from our early roots as an organization, we've built a set of rails around the world. if you look at the united states from the moon at night and watched it lit up, that is where

visa is everywhere you see the lights today through the based hard wire network we have with the internet and mobile commerce and mobile phones are allowing to happen is we are now connecting the rest of the world that you don't see lit up at night and we are now going to have the opportunity over the neck decade to bring 2 people in the commerce of the world into it through mobile technology and through the internet. india is a great example. november 8th, the indian government took the two denomination out of circulation overnight. what it's done in the last two months is spurred enormous growth. and we're seeing -- there is only 1.5 million merchants in india that accept credit cards. that's noting. we're we're going to have the

opportunity to electronfy payments throughout india and we're doing simple things. we're giving a qr code to a merchant and indian citizen can go download an application on to their mobile phone, go to the merchant, select what they want. scan the qr code at the merchant on their phone. the merchant enters the amount of money and forces a push payment from the consumer to the merchants. it makes it very easy and all of that is done without setting up a pos device, without having to have hard wire to make it happen. the opportunity to really electrelec electronfy payments is exciting. >> how many people today will sign up in india, just today, single day. >> today i would say tens of thousands. [ laughter ] >> today. that's how you were able to accelerate growth. >> we're seeing tremendous growth day over day as this

continues in india. people -- when you take the top denomination out, this is what i guess the indian government was trying to do is to force real action towards making india a cashless society. >> when visa gets in, commerce goes higher. >> it generally does. the reality is people have more options for paying. we don't -- anywhere around the world with some exceptions, people don't carry these big wads of cash if you actually have some form factor whether it's plastic or whether it's a mobile phone or whether it's a ring or whatever the heck it is, that gives people more options for buying and that option na y ty leads to greater commerce. >> say hi to charlie sharp, always told me jim stop thinking about apple is the enemy. it's not. >> we totally are. we want to have ourselves integrated into every form factor in every device that is

the internet of things takes over, we want to be the payment solution. so if in the future refrigerators have the sensors in them that allow you to keep track of the inventory in your refrigerator so then you put inventory rules in. if i get down to two eggs, i want to order a dozen. we want to be the payment vehicle through which the eggs are ordered and delivered to your home. you think about connected cars, the ability to do ordering ahead from your car and ability to pay tolls and buy gas from a console in your car, that technology being looked at by multiple car manufacturers, we want them to do their thing and we want all the cars to be like that. we want to integrate into that infrastructure and create a payment mechanism that ties into it. >> you are presenting a world to me that says that visa is in the early innings of its growth despite the fact we've all had visa cards in our wallet for a

long time. >> we certainly hope so. there is trillions of dollars of opportunity in the world that i talked about that is already lit up today. this world that's not yet lit up going to become lit up over time through the internet, 7 million mobile devices today, jim, get -- the view is that will grow to 20 million mobile devices. those mobile devices plus the internet and e commerce and emerging company -- a merging government in countries that are really coming into their own are pushing this and they are seeing this as a big part of their agenda. >> one of the great secular growth stories i follow. i got to hand it to you, you've taken and it run with the ball. congratulations on the way you really got to -- i know you spent millions of hours on the road speaking to your clients and governments and it's clearly paying off. thank you so much, sir for coming on "mad money."

while we're out here in san francisco, we wanted to check in with flexion and a long-time cramer faith. here is the stock on fire lately. up nearly 30% last year and up another 13% since the beginning of 2017. the reason? well flex is wildly viewed as electronics manufacturing service play, this company is an invasion factory that helps industries build products. they have their fingers in connected cars and personalized nikes. all this for a stock after this big run sells for 12 times earnings? who says there aren't cheap stocks left. this is an exciting story which is why i'm thrilled to talk to the ceo of flex earlier today. take a look. we know the old flex mike, and thank you for being on as being kind of being the industrial and it's not that sexy but the sexy

stuff i felt i shouldn't talk about because there isn't a lot of money in it now but i think there will be. when out here, we hear about virtual reality and artificial intelligence but nobody is telling me about technology in terms of what you and i will use. it could be made by flex. >> there is a lot of technology. in this whole internet age or what we call the intelligence age is the -- >> intelligence age. i like that. i'll start using that. >> everything is connected to the internet for many, many years and all of a sudden, the things on the edge of the network are connected and intelligent and responding with real-time data and sources you can build new business models on the back of the new data you have in the field. the device itself is intelligent but you talked about v.r. and a.r. >> i think they are gimmicks. convince me they aren't. >> they are not gimmicks. >> convince me. >> gaming you can argue is fun. >> and 40 million people game. >> it's a massive massirket.

beyond v.r. but as you get into a.r., which is augmented reality, this is going to help industrial manufacturing and efficiencies in the systems that we manufacture. we will look at the warehouse rack with your goggles and tell you how many parts are in that rack. >> okay. well, then tell me how many people are not needed because of this. >> i don't think you'll get less people. people will work differently, and i think every time there is new technology, there is new invasion and invention and creates new opportunities to -- i mean, you didn't have v.r. glasses before and now you have them and someone has to go built them and build them and we have to allow the technologies for these devices to come to market. not justs d the devices, too, b

manufacturing technologies to build these have to also -- we also think those are cool and se sexy. >> the companies that do it, it's all confidential but the companies that do it, what do they bring versus manufacturing, which is the key part? they transfer to you and trust you? >> it's the company has to think how do i monetize it and what's the business model and commercialization and what is a consumer? they have to think about what the are the problems they are solving with technology? once you figure that out, how do i manufacture it and bring it to market because i create new ink ven invention. the way it's built or even the process technology itself. >> okay. >> so we need to go build that. that's what we do for our customers. side by side we're a great invasion partner because we'll bring the process technologies, they will bring an understanding of the market and the problem they are trying to solve and together, that's where you really create something. >> let's take an example of the here now.

we know that the biggest trend in retail is personalization and we do that because the cok commoditization recked it. if i were lebron, i would want it. nike looks to you to personalize. >> yeah. the whole nike relationship is built on taking manufacturing to the next level and basically inviting in the manufacturing process so that you can more effectively regionalize your product and as you more effectively regionalize your product, you can accurately match the consumer demand and think about personalization. if you can get out of the commoditization and central manufacturing and distributed manufacturing and personalization, you actually meet your customers' needs and desires and get your sneaker that you just talked about. you actually get it at a cost effective price. >> okay. >> the only way you get to a cost effective price is develop

the manufacturing technology and distribution of supply chain and digitize your supply chain. >> all this is sexy but gross margins in a high reliability solution and communication enterprise. these are bedrock things that have given the sizzle, the state that got the stock up endlessly since i've seen you. >> yeah, we continue to drive and the industrial medical, we put those into two different groups and in 2010 that representative, 15% of the overall revenue and today it's like 38% of the revenue. it's actually a huge transition over the course of just five years, and what that does is -- there is plenty of sexy products in there, too. >> give me some. to me i thought the health care was. i come and say look, if i could wear a patch that makes me be a hospital, i could eliminate a

lot of what the health care is spending. >> yeah, as people move more and more towards chronic diseases and we solve problems around cancer and heart attacks and for longer periods of times, have continuous monitoring technologies like digital health. rather than going to the hospital and getting periodic checks and using technologies that are coming out of the cool and sexy thing like health trackers that we can now apply across into continuous blood glucose meters and have the connected technologies and the fact that everything is connected. >> do i have a connected car here? >> well, for sure a connected car in there. >> where are you in the food chain? >> where are you enabling it? >> i love the car companies but someone is manufacturing and it's you. >> we got a number of different initiatives. we're not deciding the case or how to sell them but you've got

light technology. somebody has to build and create the technology and when you think of the car of the future, the data and processing of the data is off the charts and all of a sudden, you need servers in cars. who is the king of doing server storage in the cec division? that's flex. as these 5 g technologies are on board that are requirements, we're right in the middle of it. >> we're not middle pretty much of everything and that's a reason why the stock is such a home run. by the way, i love the low risk and high reward that flex has given us the whole way. that's the ceo of flex, f-l-e-x. what a winner. stick with cramer. i wi a mplenswer.

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it is time, it is time for a special one market bay bridge edition the lightning round. cramer's mad money, rapid fire, you say the name of the stock and i tell you to buy, buy, buy, sell, sell, sell and the stock questions ahead of time, my

staff will play this sound and then the lightening round is over. are you ready? time for the lightening round. my home state of new jersey, anita? >> caller: boo-yah happy valentine's day jim. >> back at you. what is going on? >> caller: ak steel? >> i recommend new coral. you're not going to yell saying how can you put me in the chaos. tony inball b alabama. >> caller: enbridge. >> they got the green light from president pipeline trump. he loves them. let's go to joe in california, joe? >> caller: boo-yah from washington since i was 11 years old. >> 11 years old. i've been on that long? holy cow. who is going on out there, joe? >> caller: cbre group. >> they lit a fire under that

one. terrif terrific. i like it. andre in florida, andre the giant, go ahead. >> caller: [ laughter ] boo-yah jim. >> nice utility with a 5% yield. fine. let's go to lewis in new jersey, lewis? >> caller: jim, what's happening with nokia? they took over and got bell lap. what is happening with them? >> what's happening with nokia? nothing. like nothing. i would skip that one and go to the next and that, ladies and gentlemen, is the conclusion of the lightning round. the lightning round is sponsored by t.d. ameritrade. d a my firstptions trade oy ne d a n tisttegiesy smaralab we, don'

oh, no, time to sell cisco and microsoft because big, bad amazon has chime. a new project to own the video conferencing world. web x from cisco and see you later microsoft skype. it's all over as everybody knows you can't compete against amazon. the moment jeff bazos as a minor thought, it's finished. right? not so fast. this notion of amazon as some kind of all-knowing, all-seeing entity with god-like status is a very tired narrative? it seems like ever day we hear of something amazon is working on and accept not only is it the best but take the world by storm and do so in time to reck the competition's numbers almost

instantly. taking numbers down microsoft. look, i got to manage respect for amazon like everybody else and every company i manage in san francisco keeps coming up. if you aren't in awe and adultous, you don't belong in the room. it's table steaks they keep saying a. huge percentage of the companies i'm see income san francisco are making amazon's web services or aws for short work better for clients. it's producing results your organization needs to triumph over the competition and parting with amazon in a way that furthers their interest together. witness that breakthrough partnership announced we talked about with them yesterday. it's so vital for virtualization software because the customers want to use aws so badly. we've heard so many stories about how amazon is poised to wipe out immune retailers. for example, we've seen articles how amazon is going to move into auto parts and sting advanced

autos and crash auto zone. we've heard chatter about how they will begin something kin to the air force to become less dependent on ups and fedex and the killer brick and mortar operations set to wipe out whatever is left. i say terrific. let's accept they are unbelievable but i'm beginning think the instant selling of any target that greets the new stories doesn't make sense. the $715 decline when am son was ordered is typical. what i'm talking about. i'm not saying auto zone, every retailer is vulnerable. i'm saying i would be a buyer, not a seller. let's throw in advanced auto parts because of the flurry of auto parts news stories. i feel the same way about the food chase. the supermarkets got crummy margins but i wouldn't sell them off amazon. i would sell them off the competition that's already rifled in the industry. let's just do this. going forward, let's stipulate

that right now amazon is working on something against everyone, everyone, but maybe just maybe you should buy the amazon related tip of this target and not sell them given there is so much one company can do at one moment and amazon is not just doing everything humanly possible but everything possible with the artificial intelligence, too, and to be sure, i still like the stock of amazon very much. i said it should be bought after the last quarter when it got thrown away because that's the hickup that let you in. if amazon stock goes up, i would wait a few days for it to come down. enough is enough. amazon isn't a false idle and not a golden calf. better than there. there is a reason people worship at the feet of this company. amazon isn't on in additi, it's. that doesn't mean it's right to dump everything because it crossed jeff bazos' mind to dominate one more area of e commerce or an commerce for that

matter. stick with cramer. bin barbh. yes! much monavavsin yes! witcng to geico. much monavavsin finus ulsave you fieen percent me. whnext? ithis is elfhodor! hodhh, ho much monavavsin finus ulsave you fieen percent me. you wat g thr t? inconceirelyu be siius i amerus d ca me ley?at's unmited effect. stamoutertait d hairectv. dataen stch at wiss , aming iphone's unmited effect. 7 s. ♪

it's notitour datrt. ♪ ♪ aheadspoiyo es and es . ♪ i like to say there is always a bull market somewhere and i promise to find it for you on "mad money." i'm jim cramer and i will see you tomorrow. eart

are ey fight?atever. h e eawall. 3. i want something special for the customer who's lookin' for it. their products could add real sizzle to my restaurants. that is truly one of the best burgers i have ever eaten in my life. you gave us the challenge, and look what we did. tilman: i love it. but whether i can stomach the cost, i just don't know. let's go, guys, come on. a maker of flashy furniture that could run up my bill in more ways than one. oh, the blue dye. people are gonna sit on here and say, "you owe me a pair of white pants." a producer of quality beef that could leave me with too much on my plate. we sell the whole animal from tongue to tail. i'm in shock right now. that's just not the way we buy. if the address my concerns,