song for the entire -- >> yes. ♪ 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 save 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. can this rally be trusted? today's tapes seemed to send mixed messages, starting strong, pausing in the middle of the day and come back at the end dow

gaining 68 points. spds expansing .09% and the nasdaq climbing.11%. that's what people want to know. is this a genuine rally? is it credible i think this whole line of inquiry is patently absurd it stems from a belief that all declines are true, realistic, and genuine, but all gains are suspect. even today when the averages pulled back when heard that after seven up days the market is finally showing its true materials today even though it only finished up an eighth i was stunned. was there really nothing true about the 1400 point from the lows a week and a half ago was that all a big joke? why is this such a double standard why do we assume all suloffs are honest and all rallies are liars? even though the bear case

carries much more weight in the media i have got to tell that you the bull thesis here has got some real gravitas, too. consider that this is now indeed our eighth straight up day and you don't rally like that for no reason it's not random. in fact, i see five reasons why this move was legitimate i'm not saying will be -- but was. let's go over the history here first we just come through the bulk of earnings season amount of vast majority of companies reported better than expected numbers, and more important raised their forecast for the future best predictor of a stock's direction is whether or not it beat earnings estimates and whether it can raise numbers it's not like the analysts are getting sandbagged they do their best to come up with accurate numbers. listen to the conference calls most of the questions seem strange if you are a retail investor but they are trying the model the next quarter and they need help. they want to know what to use for estimates for the rest of year that's what those questions are about. when a company beats estimates

is raises its forecast it is a big deal if you can't trust a rallybase on upside surprises what can you trust? second when you look at earnings en masse they are substantially better than we thought that means the market as a whole is cheaper than we believed. things that looked expensive before now seem cheaper because the earnings are higher. when we came into the year the s&p 500 as a whole was selling at 18 times earnings now it's at 16 times earnings. 18 times earnings is expensive 16, let's call it reasonable although i have seen it as low as 12 and 14 after gigantic selloffs in recent years third, we keep hearing about all these buybacks i totally get it there are plenty of companies using excess capital including money from the tax reform to repurchase their stock i don't think that is what is driving the market most buy backs are frankly lame. sure a little bit is being purchased each day but not

enough to make a difference to the price or earnings per share. unless they are buying 5% of the share count each quarter it is not going to move the kneeling the best buyback i know right now is citi, retiring 5% of the stock each year. competitors are buying back less stock. buybacks can be tabulated and they are trangible tokens of creditability. people are looking to hang their hat on something you are toth the largest on record. consider some of these mergers the mobile's bid to buy sprint marathon's purchase of endeavor. cigna's buying of express scripts. the importance of the deals is they tell you the stocks might be cheaper than you think. finally fifth so many people were negative going into this earnings season in part because they were worried about rising interest rates and also because they were afraid of a trade war

with china many were short sales to cover bets typically in fang the one everybody likes the most, the buy backs are the most accepted how can pundits agonize whether the rally is real. let me tell you something. manage managers talk about a narrative understood by the media and they get featured a lot. i totally understand where they are coming from. and actually i think they are somewhat necessary here's an anecdote why today, this morning, on our own network, ron barren, very good money manager announced he expects to make 20 times our money on tesla i found this statement very painful. why? we know this company loses money hand over fist we know that it's ceo elon musk has constantly talked a big game and not backed it up with the production numbers needed to hit

his projections. high level execs leave the company. two just in the last 72 hours. in any other company that would be a serious set back. how can we give tesla a free pass furthermore, it has been suggested the company might have to raise capital these things make me suspicious of the stock of test lap even as i like the cars. here's a respected manager telling you not that he thinks the stock will go higher, not that he thinks it can advance 20%. not that he thinks it could double or triple or go up ten times. a 20fold increase, which will make tesla the first -- madness this is why so many investors refuse to believe anything positive they assume it's all hype. this is the kind of promotion that makes them think the stock market is a bunch of hooey

when we get a selloff it is more severe and rapped than a rally cloud kings dropped after rallying for weeks the selloff was more dramatic than their advance thing theirweakness is a worrisome sign for tech. i expect to hear tomorrow in the media that it's time to pronounce fang dead again because of the sell off from red hat and dolby. given the combination of genuine hype like we are seeing in tesla and the vicious nature of selloffs it's easy to believe that you know what, this rally is fraught leapt, even when the stock market suspect tha explosive by historical standards. i hate the hype. i hate the hype. i'm calling this out on my own show you have to recognize that the speed of a move tells you thog

about its legitimacy a slow and steady rally is just as as truthful as a rapped decline. i think it is a mistake to assume every rally is bogus and every selloff is legitimate. given the rkt market as long term track record i think our buyers should go the other way rather than being suspicious of every gain and trusting of every decline, maybe we should be more dismissive of the declines and maybe give the gains more benefit of the doubt let's go the brian in colorado brian? >> caller: booyah! >> booyah! >> caller: my stock is kinder morgan up because of the increase in dividends and a lowering of their debt ratio with oil prices rising and with the protests going on against the transmountain pipeline, do you think kinder morgan is

improving? do you see this as a buying opportunity. >> i actually think at this point kinder morgan, 1.50 off of its low with almost 5% yield i think it's okay to buy but understand this group is awful. that is the first -- that's change of view for me. the group is awful but i recognize that there is some value here. let's go to larry in texas larry? >> caller: big booyah to you, mr. cramer. >> same. what's up? >> caller: calling about the stock acadia pharmaceuticals in december it topped out at 41.21 there a share. it has fallen ever since looks like it finally bottomed at $14.51 but the crazy thing now, it's trading around 19. all the analysts have prize target from 49 to $60. am i missing out on something or what's your opinion? >> you are it was that the fda reexamining the safety of its drug because of a cnn report which myself i have to admit i was chagrinned

by and have backed away from because i don't think that kind of publicity let's go to greg heery in california. gres gregory >> caller: booyah, jim how are you doing today? all right? >> it's good how are you? >> caller: i'm great i want to say thank you for everything that you do i cannot wait for that call tomorrow morning >> 11:30 morning club call what's up? >> caller: i'm calling about electroscientific industry, ticker esio. they posted some earnings, they have a good ceo who has been in there two years and promises not do any more restructuring. i know you are going the hate this -- please don't just discount them because they are under $1 billion market cap. but they went up today with the rest of the sem conductor industry, a nice jump today of 2%. >> all right >> caller: only 30% of their business is actually in the semis. the rest of it is nanoo

technology. >> right it has a lot of other businesses also automotive which people think is the kiss of death let me did more work on that situation. i have got to tell you, it's more of a pastiche than it is a separate semiconductor company we will do more work thank you about the kind words about the club bruce in west virginia >> caller: thanks for taking my call do you believe there could be a trap in the theme that oil prices will continue to go to $80 per barrel balls of the iranian sanctions? president trump mentioned that our allies support our sanctions against iran, and he called out both saudi rainia and russia as supporters to the sanctions. >> right. >> caller: could there be a deal to either or both countries to aid us when oil wretch reaches a certain level? >> i wish there were i do not detect anything the president felt that opec was involved no, it's saudi arabia.

saudi arabia and russia are holding back oil we are to the going to do anything with russia but there is a million barrels that the saudis could pump out right now and that would lower the price to 60. if the president wants to do it it's the right thing to do soent sniff at the rallies investors are worried more about selloffs than catchy advances. i think it should be equal n. mad monday money tonight -- weeks ago i highlighted force scout. tonight i am going to talk with the ceo. and shake shack is a quality company. should you order up some shames. as a company it tripled gains in the s&p in the past five years, up 200% in that same stick with cramer! >> announcer: don't miss a second of "mad money."

follow @jim cramer on twitter. have a question, tweet cramer, #mad tweets. send jim an e-mail to "mad money" @cnbc.com or give us a call at 1-800-743-cnbc miss something head to "mad money" at cnbc.com. what's critical thinking like? a basketball costs $14. what's team spirit worth? (cheers) what's it worth to talk to your mom? what's the value of a walk in the woods? the value of capital is to create, not just wealth, but things that matter. morgan stanley

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viewers know i am a big fan of the cyber security stocks what do we do when one of the namgs gets pummelled even though it's reporting fantastic numbers. four scale technologies is a company that uses what they call an agentless approach to cyber security they help their clients monitor all the devices connected to their networks historically you would have to install a program on each device but they do something everyone the company keeps shooting the lights out last week they discovered a nice top and bottom line beat management gave higher then expected guidance and raised the full year forecast what we look for on this show. while the stock rallied on

friday it got hit today. it lost 10% of its value since i recommended it a month ago why. i think the issue is that they became public at the end of october which means the lock up on the insider selling expired it can hurt a stock even if the fundamentals remain strong it doesn't have anything to do with the stock if it keeps getting slammed buy some in the weakness let's check in with michael deceaser the president and ceo the company to learn more about the quarter and where his company is headed. welcome to "mad money." >> thank you very much. >> i liked the stock recommended it and freaked out that you did plus 40%. which is extraordinary there is a huge plethora of internet of things that have to be protected tell us what you do so that when people buy the stock, which i think they should as you know, they under the long runway that you have. >> there has been a fundamental shift in the i.t. landscape since about ten years ago when

i.t. departments would be able to fundally control everything that was joining their network you would buy servers and you would put product on those and put them in your data center you would buy windows machines and load them with all kinds of software and put them onyour network. what happened with byod -- >> bring your own dwight. >> has been a growth of devices that don't subscribe to that traditional architecture in hospitals beds are on line. if an airline, it's the gates and the planes all of these new use cases in many cases are closed operating systems that you can't load software on top of and four scout fills that void. >> everybody has an iphone but i don't have any systems that are apple. but i want to use my device, and i know in a the it. people say no could they say yes if you have four scout. >> with four scout you get the ability to allow everything into the network and let us agentlessly divide if those

devices are compliant and keep an eye on them to make sure they are doing the right things when they are on line when we are installed we give customers flexibility on deploying devices. >> let's say i work at citi. they have got to have hundreds of thousands of devices. how can you monitor them all. >> they have over a million devices under management with us they are one of our premiere customers. they use us across the campus environment, windows and linux and use cases like security cameras and hvac controllers, all of, that we keep it organized. >> thermostats,smart buildings you keep control over. >> correct. >> so they can be hacked. >> these devices -- the difference -- take your home as you buy a nest thermostat, put it on the network, hit pair and it's on line but it's not an open device. the hardware and the software and the operating system is all

one thing. you can't install anti-virus on that that is representative in a corporate environment of things like hvac controllers and security cameras and all of these other use cases. what we do is give the organization the ability to have all of that on line we watch it. we know it is a security camera. we know what it's allowed to speak to if it does something it's not supposed to do we give the corporation the ability to pull it off line so it can be harmful. >> i saw in your q and aa wanna cry was something -- that was a virus that got in through windows. and you have got to monitor that kind of thing, too. >> all of it if you take something like wanna cry, people didn't think they had an older version it levered an older version of the windows version called xp. many companies thought they were done with xp for many years and then we found out they were still in the environments.

security cameras -- we woke up one day and hundreds of thousands of them are doing something problematic. it'stive for i.t. departments to keep up because of the diversity of the devices that exploded in such a great way are going on line >> blanco, you called them in. >> we have built partnerships. we plug into the network infrastructure, the cisco gear, the fire walls, we take all the data off of those machines and we turn that into a real time dashboard that answers a question that everybody company in the world is dealing with in 2018, which is what's on my network? we then share that information with the fire wall vendors and sin vendors. they have proven to be useful. >> last question give me a disaster scenario. what is the thing we should be most scared of >> i think the thing we should

be scared off as a nation is that in addition to the campus, if a work laptop does somethin concerning but now we are seeing attacks targeting more of the critical infrastructure. as we look out there a lot of machines that have been in place for 20-plus years before there was api on those machines but they are now on networks if severity if those devices are compromised is extensive they need to understand what is on the extended networks to tell if the devices are behaving as they should. >> plus 40% growth is hard to find this is the president and ceo of four scout technologies. these stocks are cloud kings they are heavy today could be heavy tomorrow. that's when you buy them not when you sell them "mad money" is back after the break.

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♪ now that the dust has started to settle on the most crowded and confusing weeks of earnings season can we take a moment to circle back to some of the most stunning numbers we saw this quarter do you know what blew me away this time around shake shack. the super high end burger chain. after spending years lost in the wilderness, their results could never seem to justify the incredible hype from when they became public in 2015. it looks like it has a new u.s.

lease on life. it reported a phenomenal quarter. so good that the stock jumped $8 in a single session. after that, it tacked on two bucks just for good measure. is it sustainable? on the one hand they make incredible burgers and fries and shakes and has the makings of a fantastic growth story as they put up new locations around the world. no one doubts the deliciousness of shake shack's burgers do you i don't. but there is a difference between the quality of the company's wears and the company's stock. that's what we are going focus on the problem with shake shack from the beginning, in 2015 is that it was expensive. right from the get-go. the hype here was unbelievable the valuation, astronomical. i think it was bid up because people loved the food so much. for those of you who don't remember, shake shack came public with a bang at the beginning of 2015. it quickly rocketed through the

stratosphere there was excitement over this deal i told youe to get a piece of the ipo. it opened at $47 that's when i balk at those levels, shake shack's locations were being valued at $28 million per store. per store. that's 11 times us the value of a mcdonald's 70 times the value of a burger king i love their burgers and their founder. but the valuations couldn't be justified. i didn't want you to get hurt had. the stock screamed higher. less than four months after the ipo it peaked. 9. short squeeze. short tellers were crushed at the top and were forced to close out their short positions. at the end of the day there is only so much they will pay for shares of a burger chain by january of 2016 less than a year after the ipo it plummeted to 30 -- 96 to 30 dh it repealed the whole move and then some. then the stock spend two years

range bound between the low 30s and the low 40s. it comes down to the law of large numbers in my opinion. the bigger your business gets the harder it is to sustain a sky high growth rate while they had a fantastic concept the revenue growth slowed from 61% this the year it became public to under 40% last year this restaurant was valued more like a cloud king than a restaurant chain in 2016 it sold for 78 times earnings last year it sold for 62 times earnings cheaper but exorbitant when you think about it maybe earnings are the wrong metric perhaps you need to look at the value per store. last year the average shake shack valuation, each location was valued at 8$8.1 million it is down lot but it's still a

lot of money per store making thing more difficult shake shack same store sales slowed -- frankly it was shocking how much they slowed. and it scared people away n. 2015, right after the company became public it was putting up 13.3% same store sales growth. not bad. better than everyone i followed. 2016, 4.2% good, not great. last year it actually went negati negative down 1.2%. it is really hard to justify make a premium for a chain where the same store sales are shrinking. if it weren't for shake shack and the quality of food i would say it should trade at a discount fast forward to the finning of this year when the stock started to find its groove again the reason people realized the restaurant industry could be winners from tax reform shake shack reported in mid february and guide wants was not so had

management forecast flat same store sales and slightly lower anticipated revenue. the stock got clobbered. somebody had a good feel for the next quarter, why? i think people wanted to like shack again. it is a great story. it has great food. it is growing faster than any other restaurant in america. investors are looking for an excuse to get in they needed to be able to justify it to themselves a week and a half ago they finally got the justification they have been looking for shake shack reported a big top and bottom line beat perhaps more important, the company's same store sales increased by 1.7%. not that much but remember the analysts were looking for a .4% decline. take that same store sales knock away and you can get people to pay up on the stock. in addition, management rised guidance, not a ton but enough the ceo tells a terrific story he explained in a the year is off to a good start.

talked about the plan to add 32 to 35 new locates, increasing the store count by 21% praised the company's digital initiatives. mentioned expansion in asia. they opened in hong kong two weeks ago. that's when the stock caught fire, rallying 18% in a single day as the shorts who controlled 20% of the float once again got steam rolled however, while some analysts lopped it up jp morgan downgraded the stock a couple of days later buzz kill. why? they pointed out while same store sales were up the same store traffic is still declining down 4.2% and the margins aren't great. that means they raised the price of the ticket so to speak but the traffic was bad. a lot of people look at traffic as being the lead indicator. it was valuation call they were making the thing got too expensive again. i have got to tell you i think jp morgan has a point here i wish i could tell you it's time to buy shake shack. i wish i could tell you this is

the left but look at where the stock is trading. it sells at 75 times net shares earnings estimates 69 times the year to year. mcdonald's sells for less than 20 times next year's numbers wendy's for 24 times shake taq shack settle for 3.7 times sales. that makes it in line with spotify which i think is a terrific stock value per store, now it's a little under $13 million per store. that's too much. here's the bottom line if you caught this monster rebound in shake shack good four but you might want to ring the register here or at least take part of your position off the table. unlike shake shack's reasonably priced burgers, the stock is incredibly expensive again and i just can't get behind anything with a risk/reward is clearly not in your favor. curtis in north carolina

curtis >>. >> caller: booyah cramer thanks for taking my call today i hope you are well. >> all good. how about you? >> caller: good down here in carolina i'm calling on reference of wendy's. they came in at 1.6 same store revenues weren't bad your thoughts? >> kind of breaking up there but i know the question is wendy's, and i know that i have been very, very in favor of wendy's now for two cvos i'm not, bag down. it has been a huge winner for us i'm going to stick with it wendy's is a good stock and a good burger. steve in south dakota. steve? >> caller: hey what's up jim love the show. my question today is regarding coal's, the ticker ko. it is approaching its 52-week

low. the stock has been pretty beat up i read that the beverage industry is expected to grow this year. despite that a lot of analysts are giving it the avoid. what's your take on coke >> 20 times earnings, 3.7% yield. quality name 53-week low. i am going to say you buy it i think you buy half right now and then if it gets to 40, which i doubt it will, you buy the other half coca-cola is a good company with a stock that is disliked right now. but i think it's got some nice turn going and i think that james quincy is doing a great job. if you caught the return of the shack, well then i congratulate you you know what? i think it's time to ring the register the stock just got incredibly expensive again. much more "mad money" ahead. the ceo of ssnc started the business three decades ago with $20,000. coming now a mark cap of $11 billion. what are the secrets of his success? i'll ask the ceo. why the trade thaw between

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what do we make of the financial technology space here? sake ssnc take nolgs that's ssnc. a company that helps financial services providers by giving them the tools they need to automate swakts swagts of their business, back office functions to front office functions. now, ssnc has been a tremendous long term performer. the stock has more than doubled over the past five years 20% for 2018 much of the recent move came in january when they announced it was acquiring dst systems for $5.4 billion a deal that closed last month. the company reported two weeks ago. revenue guidance wled some to assume it might take longer to acquire the merger company

this may be a buying community let's take a quick look with bill stone the founder of ssnc good to see you. >> thank you >> first people should understand that my hedge fund was a klein of outside as frankly every hedge fund i know. you own that business, don't you? >> we have a big chunk. >> why is that you have a story you started with $20,000 three decades ago. there is lot of people who wish they had been with you throughout give me the sense the history of what you have built here. >> like you i have been in this business for a while and i was lucky enough to work at a broker dealer for four or five years and learned about the securities processing and was a consultant up on state street for a while and usaa and founded ss & c in '86. >> we got in the hedge fund business in '97.

we bought a company. in '99 i bought hedge wear. >> that's the one i know everybody uses >> we have built on that, done 50 acquisitions and been able to build a great company. >> how about the dst acquisition? i recommended that in my last book because i felt the company was inexpensive. you got a great price. >> it is $5.4 billion. a lot of debt on our balance sheet but interest rates are reasonable and we have tremendous cash flow. >> you throw off a lot of cash one of the questions was what are you going to do with the cash when it comes in? i thought it was premature but people know all the cash you are dealing with >> we have a track record of paying down debt carlyle in 2005 and we got up to over seven times and then we paid it all down skpoo reupped it with globe op, again with advent. we have paid it down quickly

we are a focused company >> you are you get big wins a $380 billion bank? >> that's right. we are a very large bank we are doing all of that see saw, which is the current estimate of credit loss that's going to be required of all financial institutions in 2020 and a lot of people are looking to move to that kind of a platform ours is very automated. >> now, if you -- that is something that i would much more be comfortable with you doing it than my own estimating of a credit loss, right, they would like a outsider to measure that? >> that's right. they need to have the right kind of technology. it's masses of date. so you have got to be able to slice and it dice it and deliver it in time to make a decision. >> at the same times there are alternative investment companies, real estate funds i again want an outsider to give me a price i don't want the guy who is are doing the thing to say i think it's worth x. >> of course you have to have valuations models that you believe. and you also have to be aware. the people that are going to

invest in what's called level three assets which are hard to price assets you have got to be aware you can't get into something that you don't understand. >> are there people who still do their own valuations and the partners, the investors, the limited are willing to accept that >> well, if it's in their private placement memorandum where it says we are going to have a pricing skpe the committee is maitd made up primarily of people inside the fund but the best use outsiders to also validate. >> would you recommend to the people who are watching there should be an outside person who does the valuation if it's something that's not just listed stock prices >> i think that's wise. >> because i think there are many people who don't. you are making these modelleings this is technological advances, are you using rocket scientists on staff >> we have some of those rocket scientists but at the same time it's common sense, making sure that the parameters that you put in are reasonable to anybody that's in

the financial markets. if your interest rate parameters are 1 hub basis points to 20% that should cover most of the interest rate environment over the last 30 years. >> i can tell people that yours is the most trusted company to get the valuation. otherwise we wouldn't use you. chairman of ssx c companies an amazing company that is what you need to protect yourself and protect your investors "mad money" is back after the break. ♪ piano music >> vo: they want more out of life in every way. so they're starting this year's garden with miracle-gro potting mix and plant food. together, they produce three times the harvest to enjoy... and of course, to share. this soil is fresh from the forest and patiently aged

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lightning round is sponsored by td ameritrade it is time are you ready? lightning round. we are going to start with justin in california >> caller: jim, thanks for taking my call >> of course. >> caller: line technologies, the people behind invisalign. >> i knew that shouldn't be counted out. it dropped now we will give it a break. let it come in and then we can do buying.

we are not going to buy at the all time high. >> let's go to travis in texas. >> caller: cramer! booyah. >> right back. >> caller: ssw >> container ship. no no it's too high. it's moved up too much sell, sell, sell, sell joseph in california >> translator: booyah! >> classic booyah. what's up? >> caller: i was wondering about berkshire haltaway b shares. buy, sell or sneeld buy, buy, buy. we just heard the man talk i love the pastiche businesses it is a buyi let's go to larry in illinois. >> caller: campbell medical. >> this medical device business is so hot. but the stock has moved so much we begin are going to wait for it to cool off i like thermofisher better any

way. to nick in florida. >> caller: into great from jacksonville here in florida nice to talk to you. >> what's going on. >> caller: i would like to ask a quick question about iac. >> i think the parts are worth more than a whole. facebook wants to get into the dating business. i think they have an honest salable position matt in california. >> what's your 18 month outlook for a the business and stock of sem an tech. >> they said results may change after investigation. my outline is accounting irregularities equal sell. it's all in real money i cannot deviate from my position i am not going there i am going to gordon in new mexico, though gordon >> caller: booyah jim. >> booyah. >> caller: my question is core real estate company. i held it for quite a while. i love it because it is a reit and it has a different but it seems like it hasn't done much any time this year last year it was on a tear

i don't know what to do with it right now. >> we like sor site data center. we think that the data center is red hot but the r erke ferks --e reits haven't been hot mike in arizona. >> caller: we appreciate your intelligent insight into the market my question is about type crush. hcl -- >> this is another one of those stories. the sand has gotten way too hot. i'm going to tell you right now -- sell, sell, sell. that, louj, is the conclude of the lightning round. >> announcer: the lightning round is sponsored by td i had a co blam>> announcer: the lightning round is sponsored by td ameritrade blamround. >> announcer: the lightning round is sponsored by td ameritrade ameritrade blam

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blam. wall street annihilated the semiconductor stocks after apple reported its numbers we saw some fantastic moves in is semiconductor stocks today. although much of the moves were given up by the end of the session. although they were higher at the opening largely because the rest was making friendly gestures towards china. not long ago the commerce department banned american companies from selling to zte. china turned around and blocked qualcomm as acquisition of nxp

now the president is giving zte permission to buy parts. the chinese are reconsidering that tough stance against qualcomm buying nxp. i can't stress how important this news is for the group because without the takeovers you have cheap stocks in the sector but not a lot of catalysts to make them move higher first you have those with a ton of exposure to apple remember, apple's stock, when the company reported, didn't roar because it reported great cell phone numbers i thought they were great but wall street didn't these stocks were because of a pickup -- apple roared because of a pickup in the company's service revenue stream those will different things, service revenue versus handset sales. given the softness in cell

phones that wall street perceived there was no reason to buy the semiconductor stocks would you tell the possibility of take overs. if the chinese blessed the qualcomm nxp deal qualcomm would be on the hunt for another deal. i'm not sure what sky works wants to do. the company is well run and the stock is so cheap it did have an excellent quarter. they shouldn't have to do a thing. but that's not how the stock market is working right now. the others are fodder for broadcom same goes for zile ex which has cell phone exposure but more of an internet of things component: the semis are a tight knit group. anything that makes a cohort of disparate stocks trade like commodities -- today it worked

in your favor. they got pulled up with the broadcom targets don't get me wrong i think texas instruments and micron were justly punished after they reported. today's rally isn't make much sense for them they are not takeover candidates we know intel and nvidia is a take over play nevertheless, you can't have all the semis going up except for those two. gaming is driving the stock, the gaming center, and autonomous driving. intel has the data center and autonomous driving that's not why they rallied today. finally one more to consider advanced micro devices amd. strong quarter with excellent results from dataing center, gaming but reported in the milled of the bruising selloff

today it rallied the%. it became underweight. it is part of the trade war dialogue harder hurt because of the zte component issue and what looked like the end of the mna for the semis. hedge funds seek to be much bigger in the very stocks they gave up one last month in fact they seem to be fundsing these acquisitions by selling highly valued cloud kings chase is on, yes, the chase for performance. while that's a bad way to manage money it should prove helpful for the semiconductor stocks right now. stick with cramer.

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what's in your wallet? i follow fang closely having come up with the name it's been a little while since the fang has been pronounced dead when i saw reversals today i figured it's just a matter of time before someone says fang is dead i think that's tomorrow's business i want you to be careful if you haven't taken anything off of those stocks and you are a long term holder that's fine short-termers, though, i think you might say hey why didn't cramer give me a heads up that fang had gotten overheated again? i'm jim cramer and i will see you tomorrow

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