>> no user growth year over year i'm a seller >> facebook, new all-time high, not a buyer, though. >> six straight quarters of revenue. twitter buyer 37. >> i'm melissa lee, thanks for manning. don't go more "fast." don't go anywhere. anyway, in the meantime. "mad money" with jim cramer starts right now my mission is simple, to make you money i'm here to level the playing field for all investigators. 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 other people want to make friends. i'm just trying to make you some money. my job is not just to entertain you, but to educate you. so call me at 1-800-743-cnbc or tweet me @jimcramer. this, this is what the market looks like when you just stop thinking about the trade tensions with china for one day. dow surging 320 points

s&p climbing .88%. as nasdaq gang .88% too. >> hallelujah! >> so what's happening very simply, this rally was a continuation of friday's move based on those incredibly robust employment numbers that we got from the labor department. but with a whole new group of stocks leading the way as i'm always telling you from the perspective of the stock market, there is no piece of data more important that the labor department's nonfarm roll payment report a bad number lingers like fallout after a nuclear blast. a good one creates a halo effect that lasts far long enthan one day. >> hallelujah! >> without saber rattling from the white house, we can revert to regularly scheduled programing just the kind of cyclical stocks that look like they'd fallen out of favor until we saw this number groups like the industrials. let's start with caterpillar everybody knows it

after being a phenomenal winner, cat hit a that no earth mover could possibly budge incredibly, the company reported a a total blowout. quarter, then proceeded to throw cold water on the rest of the year with comments about how the great quarter may be the high watermark for earnings at the time it seemed like cat was talking about margins coming down but since then, the trade war has taken on a life of its own and that's made people so scared, so afraid that they sell, sell, sell. >> sell, sell, sell! >> on every opportunity. now the finest industrial in america has a stock that's off 10% for the year, down 32 points from its high because of concerns that it may be cut off from its best growth market, which is china the thing, caterpillar is still doing very, very well. and today people seemed to remember that. even with the stock gaining more than five bucks, i still think it's too cheap to ignore that said, we're about coming up with new ideas on "mad money," and i actually prefer united rentals,

with a stock that's also down 10%, but unlike cat, this one is all domestic with no chinese exposure just last week, united rentals bought baker corp., a tank, pump and filtration parental business dovetails perfectly with their existing equipment rental operation which is on fire caterpillar sells for 13 times earnings, but united rental sells for merely 10 times earnings and again, zero china exposure which means it's even cheaper than it looks. i know the stock went up more than $5 today, guilty. but if this benign environment continues, i think you could have a much bigger way think of this company as a way to play friday's fantastic employment number, especially in construction and manufacturing plus, with oil this high, you've got lots of companies renting to build pipelines to do anything to get oil out of the ground i would be a buyer right here tomorrow morning what else caught fire today? boeing well, boeing's stock almost 16% for the year has come down more than 30 points from its high, and believe me, that is all china.

as i keep telling you, though, china needs boeing more than boeing needs china there is tremendous demand for their planes from all over the world, but it's fallen on deaf ears because people will believe anything negative if it relates back to chinese woes [ crying ] >> still, if you want an industrialless china exposure, i got one, i got one how about general electric got a lot of aerospace recommended on friday. with ge you get that gigantic airspace but the oil business with the price of crude breaking out and the red hot health care division ge's stock is down 20% for the year the company is involved in a major reconstruction ultimately transferring to more focused manufacture of jet engines and turbines and use servicer. what else led us higher today? the transport, particularly fed ex this thing was up more than 6 bucks. i knew fed ex was tied to china as they worked hard to build the business, but the stock is still

down 6% for the year and off 40 points from the high because of china. the darn thing has been clobbered by china nobody seems to care that the business is firing on all cylinders. commerce is the gift that keeps on giving. plus, the stock is way too cheap. i got a better one i prefer united parcel that's down 9% for the year and gives you some protection thanks to its 3% yield. all right. emerson, honeywell, united technologies which haven't been able to gain any traction because they too have been dismissed as total china plays these seem to be very risky. while i think the negativity in the stocks has been well into the excess stage, i can tell you that all four will quickly give up their gains today with a single tweet from the president about trade. whether he is bashing china or criticizing european auto tariffs, my real worry is these stocks will get hit. by travel trust owns three out of four. today's action shows you that these names trade as though

china is the only thing that matters. it should not be the case. that's the rational view, but it is the market irrational then there win reports still, wynn is down 43 points from the highs because worried about business in macau. i think wynn is way too cheap. i expect a single positive word from the president could send this up 20 bucks down 5, up 20? terrific risk we rest ward finally, the big shocker of the day. i'm saving the best for last the financials the fins lots of people believe that the banks were bound by a treasury yield curve that is simply not hospitable for making money to lending. however, today's stunning action suggests that china, china's been weighing far more heavily on the banks than we thought there is nothing like a big update to find out what's really going on, is there the rallies in jpmorgan,

citigroup, bank of america, goldman sachs were so pronounced that you could only conclude that these stocks have also been caught up in the world trade woes that's right despite the fact of volatility from the ebb and flow of trade is good for the investment banks, it's clear that investors perceive these stocks as been levered to the global economic expansion. same thing goes for the regular arms of the trading banks. that is jeopardized by tariffs and trade barriers so the banks, that's what people are worried about. that's crazy wells fargo is virtually no international exposure i suspect they'll put an excellent quarter on friday. i don't think people realize how much money the banks can make in this environment or how well they're tended to trade after the fed's annual stress test which is now my judgment? the big banks are all buys, particularly citigroup. >> buy, buy, buy buy, buy, buy >> because it's buying back 7% of the shares down an astounding% for the year that makes no sense to me. the banks are the cheapest to relative earnings i've seen in almost 40 years of investing

what is the deal we now see the truth an absence of news on the trade war front produces spectacular results in the industrials, in the aerospace, transports, casinos. >> hallelujah, hallelujah, hallelujah >> and amazingly, the financials it's clear that all the threatening about trade trouble has brought the stocks down way too far. even after today's rally, they're still some of the cheapest names in the market tough talk on trade obscures so much that is good about these markets and these stocks today the fog lift and we saw a what this market really looks like and it's a beaut the problem is the white house does get more aggressive in trading, particularly if it attacks autos, that beauty does turn into ugliness but i think that's less likely than most people believe let's go to andrew in florida. andrew >> caller: hey, jim, bayouia. >> boo-yah >> caller: hey, as a long-term investor in twitter, i wanted to ask you about your thoughts of what happened today with the 70

million user suspension? >> they're cleaning it up. it's time that they cleaned it up they should have done it before. yes, the stock did get hit, yes. maybe someone says something negative tomorrow, but it is the alternative to israel toing for facebook and for youtube and the advertisers want more than two places to advertise twitter, i remain positive on the story. andrew in south carolina andrew >> caller: hey, professor cramer how are you doing, sir >> i am doing well how with you >> caller: i just got off the clock at work. >> good for you. >> caller: i had iing boo-yah yes for you. we covered ikbr, and you gave me the thumbs-up back then, but unfortunately i did not take that route. >> okay. >> caller: and recently has gone up to 80, and then it's declined down to around 60. i was wondering what you think. >> it's just been pulled down by

the general negativity on the financials and i got to tell you, i would pull the trigger. >> buy, buy, buy >> i think it's a good stock buy some here and see if it goes lower because the chart's real bad. people pay way too much attention to charts when it comes to the financials. all right. so this is what it looks like underneath underneath the news about a trade war. what a bullish, beautiful opportunity. on "mad" tonight, considered the netflix for fashion and it's up 65 cents since the end of may. it is time to get your fix or stitch fix and one of america's most iconic toy stores has closed it may be game over for toys r us, but what does it mean for toys and toymaker hasbro and it's a company that works with the likes of adobe, ebay, city struch group, and it's partnered with ibm. is it worth considering mongo db wow, i've got the ceo. so stick with cramer

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♪ it's mea culpa time. last november we ran a piece, a little company called stitchfix. sfix that had just come public even at a very intriguing story, it's basically a style as a service company where you subscribe and get curated shipments of apparel, shoes and accessories on a recurring basis. i told you the stock seemed too risky to me. too risky to recommend at the same time, stitch fix was trading at $22 and change. you know what? okay, for the next few months it was absolutely the right call. as recently as early june the stock was at $18 and change, down 20% from the levels but man, i wish i circled back to this one because when stitch

fix reported a month ago, they shot the lights out. it was so incredible it instantly pulled up more than 25%. incredibly, since then it just keeps climbing it's now surged 64% since the end of may, wow. so my bad. clearly, i should have been more positive the question is what do we do now? could stitch fix have even more to run or do we need to take a deep breath and admit we missed the move for those who don't know, stitch fix offers a very cool value proposition. when you sign up, you fill out a ten-minute file. figure out the kind of apparel and accessories you might want it's kind of like house knows what music or netflix anticipates your next favorite series every quarter they send you five items. you try them on at home, and then you can return whatever you don't want in a prepaid bag. as with everything on the web, this is less about selling merchandise and more about collecting your data the more information stitch fix gets on what itsclients want,

the better its predictions become because fashion is still very subjective, the company includes a human element, a professional stylist to make sure they get it right. what makes this thing so intriguing simple compared to previous generations, well, millennials, you know what, millennials we always try to figure out what they want. we know one thing they do, they hate shopping. [ booing ] >> why go to the mall when you can get virtually everything off the internet the one exception is clothing. if you want stuff that actually looks good for you, you have to try it on. stitch fix removes that from the equation it's like the budget version of having a personal shopper. this company has a lot going for it, but i wanted to see them improve themselves well, after the latest quarter, stitch fix has proven aplenty. while its first two quarters as a publicly traded company were nothing to write home about, the latest earnings report was something entirely different before we get into those numbers, though, there is something else we need to address. attend of may, stitch fix's ceo,

katrina lake spoke at recode's annual code confidence and spoke with a level of candor that is rare for a chief executive lake admitted she was disappointed with the ipo. i'm going to quote her as saying absolutely disappointing and the people didn't really realize or know how to value the stock right out of the gate that is true it gained just 15 cents on the first day before surging to 22 bucks and change a few days later. lake was also adamant that stitch fix hasn't been trying sell itself to amazon. investigators don't like that kind of stock and that's why the stock lost 3.5% after she spoke. however, maybe people should have been paying closing attention to the rest of lake's a lot of value in itself fast forward a little over a week later and the company reports a stung figure higher than expected revenue of 29% year to year and acceleration from the first two quarters as a public company the company had 2.7 million active clients an astounding 30% increase

they've rolled out a new game. it's called style shuffle that helps them collect even more data on what their users want. most importantly, the company gives strong revenue guidance for the next quarter and the full year. you know twhooef been critical solve some of these new tech ipos on the basis of valuation most of them have pulled back pretty dramatically of late. not stitch fix this thing just keeps climbing the stock is already up roughly 13%. it made an intra-day high before pulling back in the afternoon. only close do you think 4% on what i think is pure profit take what do we do? even though it's run up dramatically, you know what? i think the company has proven that it's gotten his act together it's a well executed concept and that makes a big difference. what about this valuation? the company's profitable, but just barely so so it would be misleading to focus on the sky-high price earnings while trades at over 110 times 2020 estimates

extremely pricey although the actual numbers may end up being a lot higher, which will make the stock look a lot cheaper in retrospect. really, though we need to judge in one on a price to sales basis, like we do with so many other newly public companies stitch fix sales for just 2.2 times next year's sales forecast i got to tell you, for a company with a 29% growth rate, that's darn cheap, especially versus many of the recent ipos we've profiled that sell at six or seven or eight times sales, if not more this one's a bargain compared to that merchandise my one worry here is that the stock has roared into the stratosphere last thursday and friday, and not for any discernible reason, gaining 23% over the course of those two days it makes me wonder if it might be due for a deeper pullback than the one we got today. here is the bottom line. you know what? i hope stitch fix give morse of a sell-off so i can really push it hard. after that incredible quarter reported a month ago, any here would be a gift.

i wouldn't necessarily chase stitch fix at 31 bucks and change, but however, if you can get it for under the $30 level, i think it makes sense to start a position and once again, i simply didn't anticipate how great this business or the model really is. it's my bad. it's all on me let's go to donna in washington donna? >> caller: hey, mr. cramer thanks for taking my call. >> of course >> caller: i really love your show. >> thank you >> caller: i'm retired and i'm living in sunny blaine, washington, and i'm looking for stocks that won't be so hugely impacted by all the trade war volatility. >> sure. >> caller: and i'm looking at canada goose hoelgsd, symbol goos what are your thoughts >> we like what he said, the ceo. and then the stock had run up big, and we felt that maybe some profit-taking was in order ahead of the quarter that was wrong. the stock ran up but then it's come back. and it's come back to a level that i like. and i think that canada goose --

>> buy, buy, buy >> -- does exactly what you said even though it has china product. boy do they ever want the product. stiff fitch is roaring in the stratosphere but if it pulse back, i think uniyou'll get an opportunity >> buy, buy, buy >> toys r us closed its last bunch of stores a little over a week ago and left behind an island of misfit toys. whoo does it mean for a company like hasbro? it's a company partering in and competing with amazon, alphabet, microsoft. i'll tell you if it's time to invest in mongo db and think the strength we're seeing in pharma health care and real estate could stick in don't make a move before hearing my take and stick with cramer. tomorrow, kick off the trading day with "squawk on the street." live from post nine at the nyse. >> let's go back in time there was a man. this man sat next to me.

it was in the fourth week of august the market opened down a thousand points. what did you say when i turned to you and said what the heck is going on >> i don't remember. >> i got to make some calls. >> oh, yes, i did! >> it all starts at 9:00 a.m. eastern. for your heart...

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for an icon of fun, it's the end of an era, but the joy of toys will reach children in new and innovative ways. will hasbro be on the vanguard of this new day in global play >> has everybody seen this picture making its way around the internet the one of geoffrey the giraffe packing up to leave an empty toys r us? [ crying ] for those of you who grew up with toys r us, it's liquidation may feel like a sad moment, the end of an era. but on a terrific day for the stock market, rather than being

depressed, i think we need to be opportunist innic! >> buy, buy, buy >> hallelujah! >> i think the demise of toys r us may be giving you an excellent chance to get into hasbro the huge toymaker, at a major discount here is a stock down 17% from a high of last summer, mostly because of toys r us related turns. that is going to hurt. but now that the liquidation is over and done with, i think the worst collateral damage could be coming to an end i'm not saying hasbro has already bought them, although given the recent strength in the stock over the past couple of months, it's certainly possible. i'm saying, well, not until the next quarter, which they're reporting later this month, i really feel confident about. what i'm telling you is you might want to use any additional toys r us related doom and gloom to scale into hasbro on weakness, because long-term you may end up looking back on this moment as a terrific buying opportunity. i'm not against buying some now.

but i'm just saying it may not have bottomed yet. what makes me so confident for starter, we've seen this movie before it's not like toys r us is the first bricks and morter to go under, crushed by the weight of online competition and a lousy balance sheet. remember when sports authority declared balance in 2016 and quickly closed all of its stores that was a brute time for stocks and companies that supplied sports authority look at nike from the chain ta the chain filed for bankruptcy protection in march 2016 to the time most of the locations had been closed in august the same year, nike's stock got taken to the woodshed. obviously it's not good for business when one of your distributors goes under. when sports authority closed, they ended up dumping a ton of excess inventory on the market which depressed the whole athletic apparel space for a pretty long time it took nike stock a few months to bottom. and over a year before it really started roaring again. but if you were patient, if you used the pain to buy nike at a weakness, you eventually got an

amazing opportunity, because long-term nike was not totally dependent on sports authority. it's the dominant player in the sneaker space, and it was always going to do just fine, with or without sports authority they just had to get over some short-term speed bumps the result, if you bought nike near the bottom around, say, 50 bucks a share, well, you would now have a 50% plus gain with the stock currently trading at the $77 range. [ applause ] in short, the liquidation of sports authority created a buying opportunity >> buy, buy, buy >> in this best of breed sneaker stock, even if it sure didn't feel that way at the time. which brings me back to hasbro i think it's in a very similar situation now that toys r us has gone down in flames. to my mind, this is the best of breed toymaker you know hasbro makes nerf, my little pony, transformers. but more importantly, they license the star wars and marvel comic brands from disney so every time you see one of

those mega blockbuster movies? guess what hasbro is the company making the action figures now over the long haul, hasbro has been an excellent performer. the stock has more than doubled in the past five years, trouncing the s&p 500, up 70% over the same period but for the past 12 months, well, it's turned into a real dog. [ barking >> particularly since toys r us filed for bankruptcy last september. i don't want to be dismissive here the fall of toys r us has been a debacle for hasbro the company put up 10% revenue growth in the second quarter of last year before things got really ugly, whereas in the last quarter they posted a 15.7% decline. >> the house of pain >> their operating margin a key measure of profitability shed 1,630 basis points year-over-year that translated into monster earnings per share shrinkage, dow nearly 70% year-over-year. they have been very candid about the scale of the problem and the fact that it caught him offguard the company was getting 9% of its sales from toys r us, and he

admits it's a major short-term disruption because they didn't exactly see it coming. but listen to what he told us when he came on the show in april. >> we were really just focused on communicating to our audience what's really going on, and that we had to get through the toys r us liquidation it will continue through the second quarter in the united states, and then we'll move on cleanly in the third and fourth quarter. >> see, that's why i'm afraid to just say it's bottomed he just told you we're in for a rough second quarter too but then things should get better and next year hasbro will be up against some very easy comparisons. it makes sense the basic dynamics of the toy business hasn't really changed there is still the same amount of demand, right everybody else from amazon to kohl's is trying to figure the vacuum but whichever retail erwins, they're going to want hasbro's merchandise, because they have the best media high thai-ins look, i'm not the first guy to notice this. hasbro stock has been rallying hard since april the last time i spoke to golden

after the company reported its latest not so hot quarter, the stock was at 86. now it's at 96 and change. so i'm really glad i did tell you to buy some. while the actual numbers were indeed disappointing, golden painted a compelling long-term picture. he keeps adding new distributors and higher margins for hasbro because it lets them cut out the middleman. no wonder the stock actually ended up rallying in the wake of that rough quarter after initially opening down when a company reports some bad numbers in a stock rallies, that is one of the most bullish signs you could possibly get truly management greefs. in mid-may hasbro announced a $5 million buyback, roughly 4.5% of the market cap at the time hasbro has something else going for it too their main rival, mattel, also has some serious problems. mattel's core brands aren't resonating like they used to meanwhile, its balance sheets

stinks its sales have been declining for years. and there is just no buzz for its products [ buzzer ] >> mattel has been under pressure from activist investors and recently brought in a new ceo. i'd much rather play hasbro. they don't need a turnaround they just need to get over the toys r us hump again, i'm not saying the stock is ready to roar here. when hasbro reports its next quarter, it's possible the stock could get hit. that's why i recommend buying some right now and waiting for earnings related pullback two weeks from now before buying more bottom line, if the aftermath of the toys r us liquidation plays out anything like sports authority, and i think it will, you're going to want to build a position in hasbro for the next six months it's the nike of the toy space and i think it makes a terrific long-term holding. just remember that you need to be patient before you put on your full position i think we'll look back and marvel that we got this amazing opportunity. brad in texas, brad?

>> caller: howdy, mr. cramer how. are you today? >> i'm having a real good day. how about you, brad? >> caller: real fine, thank you, sir. >> okay. >> caller: my question or comment is on ticker dg, dollar general. they paid a 29 cent dividend today. they expect that to rise they've opened 241 new stores. they plan for 900 more this year they're remodeling a thousand. they expect the sales growth of 9% >> uh-huh. >> caller: do i hold on this >> yes, absolutely, brad, absolutely my only rival here is actually 5 below, which is really been on fire, but dollar general is a very good company. i like it a little more than dollar tree, although i like shopping at dollar tree because dollar tree is still mired in acquisition. i think you got one, and i love your knowledge of the situation. i think that's what's most impressive why don't we stick with texas. why don't with we go to greg in texas. greg >> caller: hey, jimmy, big

boo-yah and a shout out to all the "mad money" crew. >> there we go i love the crew. what's up? >> caller: i want to acknowledge villanova basketball and pat's steaks is the best cheesesteaks in flee. >> i like the first but the second is wrong because it's clearly. but that's all right no accounting for taste. go ahead >> caller: quick question here turtle beach what are your thoughts on it i know what the gaming craze that's going on with fortnight and the battle royale. >> right. >> caller: turtle beach seems to have the headsets that people want this -- you think there is more growth opportunity in this stock? >> here's what we've got to do i watch this stock trade every day on what we call the crawl underneath the show, and i keep saying to myself i have got to look into this, but it wasn't big enough, literally, until this week. now it is. i'm going to come back with some homework and get it together and tell you what i think of the story. hey, listen, there is a new kind

of toy story start a position in hasbro and then build it on the way down. don't forget watch more "mad money" ahead, including my exclusive with a company that is disrupting the database don't miss my sit-down with the ceo of mongodb then drug stocks and health care companies have been thriving in this environment, but should they be i'm going to give you my take. lower your costs, and rapid-fire and tonight's edition of the "lightning round"! so stick with cramer the fang stocks are reviled for being too high, too fast, too rich here's to fang for once again exciting and enthralling and defying all of the negatives to charge ever higher at the marine mammal center, the environment is everything.

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♪ on a day where the market exploded higher driven by tech and the industrials, what do we do with speculative tech stocks that were head hot until a few weeks ago? take mongodb that's mdb for you home gamers a software service company that helps over businesses do a better job of managing their databases which are often so old and out of date that they require a ton of maintenance i recommended this stock shortly after it came public last october. it's given you a monitor 70% gain you know i think this is a good one but can it keep going higher get this, 49% revenue growth even as the earnings were only in line. but it's not really an earnings story. it's a revenue growth story. the company's database has a

service position is red shot growing at a 53% clip. even though the company is doing very well, the stock, we've got to say is expensive. it sells for 12 times this years' sales estimates that is a sky-high valuation even after the stock has pulled back 7 bucks from its highs earlier this month could this be the time to ring the register or could we get into the stock if you missed it? let's check in with dev ittycheria, the president and ceo of mongodb to get a better sense of how his company is doing and what it's doing. mr. ittycheria, how you doing? we're going get right into it by using a can of cord recommendation the statement is at a very high level, mongo has built a better architected database that provides availability and access at scale help us understand what that means. >> so what i'll say is software is really disrupting every industry and every company and so the data is the lifeblood

of every software application. applications you use at work and home and on your mobile device the database is where you store, process and analyze data at mongodb we built a database for today's requirements, for availability, for scalability, for data locality to be able to put data for requirements like gdpr and for a bunch of other reasons. and that's why people are using mongodb over any other technology. >> customers that you highlight, urban outfitters, that company is doing incredibly well and then my friend stefan link recommended expedia today, and you're involved with their scratch pad. just tell us what -- could you even do something on scratch pad without mongodb? >> mongodb is really the best technology to work with data the reason we're so popular is we make it so easy for our customers to work with data. we have customers in all shapes and sizes. we have some of the largest banks, telcos, goldman sachs, morgan stanley, barclay's, at&t,

verizon all using us, and we have companies like coin base that is using a cryptocurrency and they're building their business on top of mongodb what is interesting about their story, when they started their business, they thought they were late to the market so they needed a platform to quickly develop and it rate on and now they've become the most trusted brand in the cryptocurrency space here in the u.s. >> one of the things that's happened even since you came public, you said in the last 18 months you are seeing 20 conversation i did not expect you to be at that level already what's occurring here? >> i think what we're seeing is that customers care deeply about software because software is disrupting every industry and every company. and they want to be able to use modern software technology what's interesting is that, you know, today customers are saddled with legacy database technology. >> maybe an oracle. >> when oracle was founded in 1977 so you're talking about technology that is over 40 years old. but the world has changed radically over the past 40

years. 40 years ago, jim, you and i were using rotary phones to make phone calls. >> indeed. >> now we have a computer in our pocket but people are still stuck with the database technology that's 40 years old the reason why we've had so much success is people are realizing they need to use a database technology for today and tomorrow's requirements not yesterday's requirements >> there was a moment i thought was really interesting the idea that ibm reached out to you so that they could sell your product. sometimes we see that smaller companies reach out to them and it look like it's pro forma. this is a real partnership. >> exactly ibm came us to because they heard if there their customers that they wanted a next generation database tejano and in particular mongodb. for us, we're going after a massive market opportunity this market is one of the largest markets in enterprise software it's over $60 billion in size by the end of this day. >> the largest total addressable market out there for small to medium size. >> even large companies. so our biggest challenge is reach. even though we're a small

company and we're growing quickly, we can only touch so many customers. >> right there >> are so many opportunities and customers and markets that we can't get to ourselves so what ibm does for us with their thousands of salespeople and their brand and their relationships is give us access to opportunities and customers that we just can't get to ourselves. >> and they're selling your hottest product which is atlas right now 14% of your business but obviously growing so fast, it's just going to be a major part of your company. >> actually, selling a core product. atlas is not part of the deal. but atlas is the fastest growing part of the business the reason atlas is so important is atlas is our managed cloud offering and what customers have said is mongodb is really popular. everyone is moving work loads to the cloud. and they want to consume infrastructure and service and atlas is a great fix six quarters ago we only had 400 customers. now we have 10 x the number of customers. >> incredible. >> now it's 14% of our business. >> you have an amazing story

it's bigger than a lot of companies realize, your story and with that revenue growth, it's extraordinary that's dev ittycheria, president of mongodb i'm glad we recommend this to you. i don't think the story is done. "mad money" is back after the break. ryan sullivan worldwide exchange 5:00 a.m. eastern on cnbc ♪ you shouldn't be rushed into booking a hotel. with expedia's add-on advantage, booking a flight unlocks discounts on select hotels until the day you leave for your trip. add-on advantage. only when you book with expedia. at crowne plaza, we know business travel isn't just business. there's this. a bit of this. why not? your hotel should make it easy to do all the things you do. which is what we do. crowne plaza. we're all business, mostly.

"lightning round" is sponsored by td ameritrade ♪ it is time, it's time for the "lightning round." buy, buy, buy buy, buy, buy, buy, buy, buy. [ buzzer ] >> and then the "lightning round" is over are you ready, skee-daddy? go to the "lightning round." start with anthony in new york anthony! >> caller: jim, my stock is prudential financial ticker symbol pru. it's down from its high about 25%. i've been accumulating it so i continue to. >> well, you know what you're dead right. it's been lumped in with all the trade war stuff andhow ridiculous is that it's time to buy pru i want to go to sharon in new york, sharon >> caller: hey, jim, how are you? >> i am good how about you? >> caller: i'm doing well. i love your shows. >> thank you u. >> caller: i listen to you all the time. >> thank you. >> caller: just curious about your feelings on smart sheet

i know it was down today a buy or sell? >> i'm partial my travel trust owns salesforce.com i think that's the best way to play it. let's go to patrick in new york, please patri patrick? >> i am good. >> caller: i'm a big fan of you and your book, "get rich carefully. >> thank you very much. >> caller: you mentioned affecting stock, my question is about the biotech company editas >> this is a gene splicing this particular technology with someone who is the head coach of an nfl team. we were both kicking the idea this is where you have to be this is probably the speculative one that i think works the best. it is speculative, though. edward in georgia, edward? >> caller: jim, i bought home depot at $200. do i hold it >> i want you to buy more. i think it's the right kind of stock. i think it's good. i just got frozen in it obviously but i think this is one that my charitable trust has

been looking at actively costco gives a monthly number. let's go to gary in california gary >> caller: hey, beautiful southern california boo-yah to you, jim >> lucky man what's up? >> caller: i want to thank you for all you do along with my 20-year-old son who is a huge fan. and i love solar energy, and know that you're a proponent of first solar, but want to know what you think of solar edge >> first solar is going to report soon and we have to worry about the chinese flooding solar. solar edge is a technology company connected to solar, and therefore is much higher i like that. let's go to chuck in pennsylvania chuck? >> hey, thanks for taking my call, jim, and thanks for all you do to help investors. >> i do my best. thank you. >> caller: and a quick shout out to my neighbor chris who is watching too it's a great show. >> chris, hey you doing? >> caller: rpm >> elliott took a position in it you know we like the company

the stake that they took made them let's say -- >> buy, buy! >> meat rpm be a little more forceful and aggressive. i think it's a good situation still, even up here. derek in california, derek >> caller: boo-yah, jim. first-time caller here. >> okay. >> caller: southwest airlines. ticker sign luv. >> do i want to call the bottom in southwest i do think that oil could go higher but i am gary kelley, it's too good for the stock to be all the way down here at 62 all the airlines are under tremendous pressure. thing is the finest one. bob in arizona, bob? craft. hello, dr. cramer. how are you doing? >> i am doing well how about you? >> caller: very well hot here but great otherwise. >> excuse me what was that? >> caller: very hot here. >> oh, hot, yeah extremely, probably. go ahead. >> caller: so i'm looking at kirkland gold symbol kl. >> i don't get this one. this one is just -- i like

randgold this is the best acting gold stocks on the market it is just incredible. it's like they just discovered gold or something. i have no comment on this one. it is way too hot for me let's go to gary in new mexico, which i thought might be the state of the year. but i don't know gary, you -- cohen, scott cohn anyway, what's up? bets lest go to gary in new mexico gary >> caller: good afternoon, jim thanks for the opportunity >> i like that regina i like that. what's up? >> caller: i called to ask about celgene in your opinion, they just reported -- really, after the close, they reported that they made a breakthrough of a particular illness i do think the biotech group is going up my friend stefan link has been recommending gilead. i think that celgene is part of an overall group movement. rod in pennsylvania? >> caller: good morning -- or good afternoon, rather ron from mount vessel, pennsylvania boo-yah.

an hour away from your eagles. bb and c a merger with a few smaller banks. >> i like the regional banks thank heavens, pnc reports friday that determines how bb & t goes. that will be the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade coach. really helped me up my game. i had a coach. math. ooh. so, why don't traders have coaches? who says they don't? coach mcadoo! you know, at td ameritrade, we offer free access to coaches and a full education curriculum- just to help you improve your skills. boom! mad skills. education to take your trading to the next level. only with td ameritrade.

this market keeps doing the impossible, or at least the supposedly impossible. for example we have incredibly strong job growth, yet the drug stocks, the health cares and utilities have all been excellent performers now that's not supposed to happen these interest slow and steady groups that tend to go higher when the economy is slowing down and people are worried about a recession. until today's phenomenal rally, the books and the industrials were laggards, even though they're the classic examples of what works in a rapid economic expansion, but they've been ignored. at this point in the business cycle you would expect the market to be in vicious rotation mode with the money moving into the cyclicals which get more benefit out of a robust economy. of course, that's not what's been happening, at least until today. this gets at the central conflict of this entire market on the one hand, we have an incredible kmirks and the other hand many people are terrified all this strength will go up in smoke, thanks to the president's aggressive policy on trade,

which can trigger a global slowdown that might be kpast exacerbated by the fed's desire to raise interest lates. today's terrific rally is what happens when they stop worry and learn to love the economy. but what happens if president trump goes right back to escalating the trade war tomorrow i think we're going to shift back into the same environment where the defensive lead the way and the cyclicals get left by the wayside. >> sell, sell, sell! >> for starters, the first for anything domestic will be overwhelming hence why investigators have been liking the real estate investment trusts, the utilities. the winning reetz a ning reits e winning connected with brick and mortar shopping. these are doing much better than you expect witness that toys r us just closed 700 retails and the retail reits went higher anyway? because there is a confidence that the spots will be filled quickly with hobby stores, grocers, gymnasiums. you can see the appeal how about these utilities?

we tend to think that these stocks are disconnected from the economy. but i think that's because we've pretty much given up on growth nation when it comes to manufacturing. they're the principle users of electricity. however, there has been a manufacturing renaissance of late i speak to enough utility companies to me that that demand is higher, and the more customers they have, the better they do. and boy, oh, boy, are they doing well don't forget also the data centers use a lot of electricity too. health care. all right. this one is a tougher nut to crack. unless you believe this economy is going into recession because of the tariffs that will literally hit the wall, it is really hard to fathom the strength here. how strong is health care? get. this the president took to twitter to criticize pharma in general and pfizer for raising prices the stock barely blinked i can give you some theories the strength in big pharma has to do with ever larger dividends versus shrinking treasury yields if biojen's alzheimer's drug really works, that could be up a

huge amount. investors are starved for innovation one big winner can lift the whole group. all that said, i go back to my original thesis. while these are seemingly terrific rans to buy the defensive stocks here, at the end of the day, the recent strength is all about trade worries. just like the industrials were mindlessly punished for fear of china, these domestic players were mindlessly rewarded for being relatively immune to a global slowdown. and look, if you think the president is going to get still more confrontational on trade, then it's the reits, the utilities and the health care stocks that are going to go right back up and will reassert the bizarre leadership at this point in the ongoing economic expansion. stick with cramer.

tonight at 10:00 on cnbc, it's "deadly rich," where the road to riches is paved with blood. the rich do everything different, each murder do not miss this i like to say there is always a bull market some where i promise to find it for you right here on "mad money." i'm jim cramer i will see you tomorrow.

>> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ with a money-saving idea to help parents entertain their kids. ♪ i'm nikki pope. i live in los angeles, california, and my company is toygaroo. (singsongy) look what i have. yay! i have 13 nieces and nephews, and they absolutely love playing with toys.