may have your shot. >> gio. >> i'm with myself everybody with somebody. i'm by myself. like eric carmen yes to answer the question positive news in gead ilmight be good for the sfook mime you bacw at 5:00. meanwhile, "mad money" starts right now. my mission is simple -- to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends. i'm just trying to make you money. my job isn't just to entertain but to educate and teach you call me at 1-800-743-cnbc. or tweet me @jimcramer today is the day that will live forever in solemnity that's how i always feel whenever we try to commemorate

what happened in the twin towers and at the pentagon and on flight 93. no matter how good the stock market might be a dow up 114 points today, s&p advancing 1.47 and nasdaq gaining 1.7% this will always be a somber day for you and for me two years ago we ran a special about the rebirth of commerce around ground zero in downtown manhattan an while it was far from joyous it showed the incredible spirit of the american people. it just wouldn't let the terrorists stop us from rebuilding i have a new worry there's a whole generation, i don't know if they'll ever understand the horror of what kocured that day i wish there was a national day of remembrance in this country where schools could teach a class on what happened using the materials from the unbelievable museum at ground zero. older people, you need to remember younger people, you must learn there's a second terrible anniversary today too. just about money though. the tenth anniversary of the collapse of lehman brothers.

while that was purely financial it still hurt millions of americans. andrew ross sorkin put together a terrific documentary about it. don't get me wrong, no comparing the collapse of lehman with the physical darkness of 9/11. as those of you who nearby escaped in what felt like a night full of sleet on that terrible day when the sun was out. sleet that turned out to be the remnants of god only knows what. that said the lehman anniversary marks a time when the country itself was under financial siege, when it felt like we might slip into a repeat of the great depression with great banks collapsing meanwhile first the authorities stood by and let it all happen because the government was as unprepared as the bankers. the irony of lehman collapsing seven years to the day after the terrorist attack on the twin towers should not be lost on anyone it's almost the reverse of what happened in the '30s and '40s

where we had the depression then pearl harbor we learned nothing from neither of these events. being unprepared for disaster is sort of the american way and that's because we have an innate sense of optimism and indomitable spirit it's hard to convince ourselves things can go wrong and we need to get out ahead of it that said i think we're much better prepared for both terrorist attacks and financial fears. we don't know what the next one will look like on the anniversaries of catastrophic events you tend to be blogloomy people have an overly skeptical view of the stock market all day today i heard about what could cause the next big klein, the rise in high yield debt or the collapse of the emerging markets or further escalation of the trade wars are we in the seventh inning of the economic expansion or maybe the eighth i know they have to be asked

most of the lodge challenge benchmarks suggest it can't last much longer since president trump is playing hardball with pretty much all of our trading partners, canada, europe, china but you know what almost never gets asked, what would happen if things keep going right? because i got to tell you if you take your cue from the stock market it's predicting that things are going to be fine. more on that later still i want to adjust the strengths and weaknesses head on using tonight's guests, amd, toll brothers. they're represented in what could go right and what could go wrong. amd rallied at 192% year to date many were down but not this one. why? end markets, amd has become a powerful player in personal computers which are enjoying a renaissance, gaming which is hot and datacenters which are growing like crazy why? because of the rise of cloud computing. in fact, amd and nvidia are most

intertwined with this cloud-based software last week when workday got slammed, i told think group would roar back to life which is exactly what's happened now. of course, amd's locked in real battles with intel and nvidia but i think there's room for all. amd is part of the tech renaissance. that's hard to deny. and even harder for investors to bail on no matter how much they expect experts to fret about how the bull market is getting long in the tooth next up a different kind of chipmaker. it's annex p semi. they make peaces for cars and almost got acquired by qualcomm trying to diversify away from chips. two years ago when it was proposed, the logic of that deal made so much sense now though they have become one of the weakest parts we aren't making as many as we thought we would be at this point with the economy growing we don't seem to know why. could it be uber, student debt whatever the cause, something is

wrong and the auto stocks, ford especially so investors dough worried nxp will keep getting hammered quite be a mistake auto industry is a worldwide industry maybe we're being tooette kn ethnocentric they benefited from our country's rapid job growth few home builders are doing better than toll brothers poised to put up its highest revenue in the company's history. yep, doing better than they were during the housing bubble. that doesn't seem to impact demand the supply of houses remains title and long less millennials started moving out and buying their own homes yet stocks of home builders have been plain awful. the stock of toll brothers down nearly 24% of the year doing a hair's breadth better than ford down around 24%. these two areas, autos and

housing represent a gigantic part of the economy. autos aren't all domestic and said i fear tariffs on american cars and trucks in europe, i do thin nxp will give us a good read later housing, look, if cars were the lone weak spot, i could deal wit. it signals the group could be headed into a downturn when it comes to the economy as i say let me give you the bottom line here. both cautious and gloomy, but also optimistic if you can have all those together in one package. stay tuned and we'll hear from amd, nxp and toll brothers after the break. they'll tell us why cloud computing has become one of the strongest businesses around while autos and housing appear to be the achilles' heel i see a lot to like in this stock market but until i get more comfortable with housing and autos i see the retailers and the cloud kings as the best stocks. jeff, home state of

pennsylvania jeff. >> caller: hey, jim, my question is about opko. in the midst of the alleged pump and dump scheme, the ceo and freezes trading of the stock what would you recommend to do and does this upset the operations of the company? >> this was stunning to me accounting regularities equal sell the stock is not open. we need to know more about the s.e.c. charge. they don't pick those names out of the phone book and reads bad. you're not -- you're innocent until you're proven guilty in our country so i need to know more i would of course love to hear from phil frost but this was discouraging and seems like what you said a pump and dump case. sad. certainly didn't need to happen. very rich man. nicholas in connecticut. nicholas >> caller: hey, jim, calling from florida want to give you a boo-yah from

the united states navy >> i'll take that and thank you for serving. what's up? >> caller: all right, yeah, i called about a company on the goldman sachs disruption list, beating earnings, growing, they announced 20 plus million dollars yesterday. here's my question, why has the stock been bounced since march for nutanix. >> when i did my cloud king analysis the average stock of the cloud king group is indeed up 50% it's part of that cohort it remains a buy i really like them to craig in my home state of new jersey craig. >> caller: how are you doing tonight? my question is for nova cure they've had positive phase two trials for treating cancers and now in phase three trials for treating brain memetastases. would you consider this a buy after its recent -- >> i was speaking with people

involved with the stock and the company had a great run. i think it has an amazing future, a $4 billion company it makes just unbelievable products i have seen them sadly firsthand. i am not walking away yet even after this run and nova cure i think can still go higher. on the anniversary of catastrophic events you tend to be gloomy in your analysis i get that but this show is about the resilience and about getting through things together. on "mad money" ad tonight a company, could the move on amd continue i'm sitting down with the ceo. how could the stock market continue its climb in the face of tariffs and what may end up being $467 billion of chinese products i'm giving you my take and when toll brothers report at the end of the quarter the company is at the most since 2011 but giving back gains what should we be doing? i'm talking with the ceo of that

great home builder so stay with cramer don't miss a second of "mad money. follow @jimcramer on twitter have a question treat him at #madtweets send jim an email to madmoney@cnbc.com or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com.

♪ to err is human.

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oh boy. wi-fi fast enough for the whole family is simple, easy, awesome. in many cultures, young men would stay with their families until their 40's. let's talk about the greatest turnaround story in at least a generation, advanced micro devices. for years amd was basically a semi conductor business. amd made cheaper, lower quality alternatives they are the semiconductor equipment of the brand stores that come in a bag instead of a box. it was not a great business model which is why amd spent the last decade trading in the very low single digits. four year ago the company was losing money with no real strategy to turn things around so brought in dr. lisa su to take over as ceo and she did the impossible

not only did she turn amd around she turned it into arguably the best and it worked now amd dominates the pc and datacenter and graphics markets for new customers and seem to be running circles around intel and that's how the stock is exploded high they are a buck and change to $10 to april to just above 30 today and the future looks bright. as amd continues to release terrific new products but after the spectacular run it's tripled in less than six months. we got to wonder if the stock can keep climbing. it's overheating we got a chance to talk to lisa su, the president and ceo of amd about what it is -- what's going on at this company i like to call her the miracle worker take a look. >> lisa, you are amazing to many people the stock was at 3 bucks when you came in. now it's ten times that. i don't care about today, tomorrow the next day, i care

about whether the turn is lasting and how it came about. >> well, jim, first of all great to be here it's been an incredible couple of years for us. for us it was really about, you know, amd always had great technology assets and it was about how do we put those as sets to work and get the strategy and execution right and i truly believe you need strategy and execution on the strategy size it was choosing the right markets and knowing what we're good at high performance computing is everywhere you need it in your pcs, you need it in gaming. you need it in the datacenter and we're good at high performance computing. we are one of the very few companies that are and then we really had to put together an execution engine that's been our focus over the last couple of year. >> now, one of the things i think has been mystifying wall street but not our viewers which are main street, wall street says there's no way that intel

can do poorly and amd do well for a long time. but the fact is, is that this is a very big market. there's room for both. >> yeah, the thing that people need to understand is, you know, our market when we say high performance computing, it's a $75 billion -- $75 billion and you need all kinds of computing and so, you know, our belief is, you know, we put out great products and work deeply with our customers an we'll provide value to consumers and enterprises all over so, yeah, we think it's a huge market and there's opportunities for a lot of people. >> high performance when it comes to pc. high performance when it comes to games high performance when it comes to datacenter. how did you get that to happen >> when you look at these markets, you know, you really see that people need more computing horsepower just think about gaming these days i mean, double digit growth, right? whether you're talking about game consoles or you're talking about pc gaming or talking about cloud gaming, all of these

markets like higher computing power. a great place for us to be. >> there was a time i felt you were in the single digits that it didn't have the balance sheet to take on intel or nvidia you fixed that first that was tackled and then you got through it. >> we needed to do all these things the balance sheet was critical and decided to make the right investments. technology is all about making the right choices so where will we invest and where we not at that time it was mobile phones and tablets and iot that were the sexy things and we were like, hey, we know that those are good markets but those are not amd and we focused on what we thought the future would hold for us >> it turns out those turned to be commodity you run propriety. that had a higher valuation and that's why it can go long term i know we're are not talking 29

versus 32. it's secular and not sickically c -- cyclical >> and, you know, really we have to say at the edge that's what makes, you know, sort of high performance computing exciting we need to keep pushing the envelope on our technology >> all right leading edge, amd, didn't think that it could happen here's what people asked me, though they don't want to know about the rise in chips remaining. >> verizon has done well >> all the major pc companies. you know what they ask, who is lisa su? >> who is lisa su? look, i am an engineer i group up as an engineer. i love -- >> in new york. >> in new york i love technology. you know, i really think that the interesting thing about semiconductors is, look, we're making decisions now that you won't see the outcome for three, four, five years and so, look,

we've made some good decisions on architecture. we made some good decisions on manufacturing process technology you know, we're moving to the latest and greatest process technology, and i love seeing that and love the fact that we're trying to project the future and, you know, hopefully we make some good decisions. >> you have benefited from a slip in manufacturing at intel if intel catches up will you be able to go forward again or can they actually get to par with you? >> you know, we never count on our competition not doing well all right. the competition is very, very strong what we look at is there's some fundamental changes in the marketplace. it's not the same that manufacturing technology is progressing at the same pace we've decided to pick, you know, really good architectural decisions this terms of how we put our server chips together and we're also partnering with leading edge manufacturing at tsmc and so we believe, you

know, independent of what the competition can do, we know that we can keep our architecture going and, frankly, when we started, you know, we call our cp architectures had and had zen 1 and zen 2 and we're not talking about 3 and 4. >> you're cognizant about what's going on with trade in china and have a joint venture with china. amount of fret you have about that >> we all need to be cognizant of what's happening around trade in china and, you know, certainly some of the tariffs add a bit of complexity to our customers and to us but we have a lot of manufacturing partners throughout the world and so we'll work through it and very much want to keep our focus on leading edge technology. >> okay, when i met you the stock was high single digit, low double digits and said i shouldn't fall in love with nvidia how is that going? >> you know, look, like i said, competition is good. competition is good for

everybody. no question that there's a lot of need for gpus in the marketplace, frankly that's a gait market and i've always said there could be, you know, multiple the winders -- winners market as well as gaming and computing applications and i think we'll grow in this market. >> i remember wintel and now think about win and amd. you are microsoft's partner. >> we very, very much appreciate your partnership with all of our key customer, microsoft is the leader, certainly in windows we're partnered with them in game consoles. i think we envision of where cloud compute something going and working closely with them but, you know, we also view part of your strength is that we can work with all customers in terms of cloud customers as well as pc customers and we can differentiate for each one of them that's what makes us unique is we're working with both sony and microsoft on consoles and they

both have their specific secret sauce that we're helping them do. >> one last question, do you ever sleep i've emailed at you at every single hour. you come back within one minute. >> i love what i'm doing and so at the end of the day i don't think you sleep either, by the way so -- >> i'm not ceo of amd. >> we have plenty of fun and, you know, the fun thing i'd like to say, jim this, is really just the beginning. we have a ton of work to do. but it's a great place to be, you know, we're in a great market and we just really have to, you know, focus on the market opportunity and execute >> your humility is stark but i will say this, i followed amd since the '80s this is the best it's ever been. i never thought amd would get to this point your strategy, your tactics, your execution, remarkable. >> thank you very much. >> dr. lisa su, amd's president and ceo. congratulations on all you've done. >> thank you thank you. i really appreciate it

football is the hottest story. businesses care about this a super bowl meant more than just the lombardi trophy we have an economic renaissance in philadelphia. that's a business story. there's not quite like coming home i'm proud to be here this is about american business and philadelphia is the heart of it tonight

have we finally become inured to all the chinese tariff talk president trump is now musing about slapping tariffs on $467 billion worth of chinese exports? and it's almost a certainty that china will retaliate yet the stocks of nearly every company managed to rally what the heck is going on. have investors stop fearing retaliation and think our governments will just make a deal so these tariffs never go foo effect what's the logic i pose the question because aside from caterpillar pretty much every industrial with a lot to lose from a trade warsaw its stock roar higher. that includes boeing, china buys roughly a quarter of their planes yet it gained more than 3 bucks. the only stocks hurt are the semiconductor names and most recently apple even that many the semis are a

good run apple's stock has fallen atoday. a and, look, the weakness in the semis has nothing to do with tariffs hurting business they're not selling fewer chips. no, china blocked qualcomm from acquiring nxp semi and made everyone want to pay less however we'll soon find out if the chinese want to quash all the deals and not just the american ones as just today a japanese firm offered to buy integrated technologies for 6 billion and thought that was a rumor takeover target. how can the markets be so complacent about china first many american company that is do their manufacturing in china have a lot more flexibility than most people thought. president trump wasn't going to bring their business back to u.s. but thailand, vietnam, cambodia, all desperate for that business that's why so many companies that source a lot of their stuff from china, let's say a dollar general, a target, five below, kohl's will do much better than

people think they can shift the company that is buy from china are -- they're just in good shape but here's a good question what point companies that sell to china, honeywell, emerson and united technologies all do substantial business in the prc. you'd expect them to get slammed if the trade war keeps escalating last week the ceo of honeywell came on the show and made it clear he's not at all worried about his gigantic chinese business why? what he makes in china stays in china so shouldn't be hit by tariffs. that's a huge statement when you consider china "the accountanac% of the new growth. they sell a huge amount of elevate attorneys china but they may be break itself up to climate control and aerospace to otis if the tariffs were a major concern it would maybe hit its low. not hitting its all-time high. how about possible boycotts? not that long ago it seemed like

the chinese government would encourage a boycott of starbucks but now that worry is gone and the stock is going higher. they threatened to go after apple. you wouldn't know that from looking at apple's stock when i look at this action it makes me think that the trade war with china simply won't do that much damage to american companies. the stock market tends to be a very good forecasting machine. right now the s&p 500 up 8% for the year it seems to predict that the trade war is not that big a deal the other possibility when you look at the strength of our market and weakness in china's shanghai index, these might be forecasting with the chinese government will blink. i've said it before. in the end that might bring them to the table even if it makes the communist party lose face. something that the media told us they won't let happen. but maybe just maybe they have no choice. let's go to carmen in

connecticut. >> caller: hey, jim. thank you for everything you do for all of us. i honestly learned something new every single night watching you. >> thank you that's what i try to do. trying to keach every night. >> caller: every night and i do listen and i do learn and i am doing much better every day. >> fantastic thank you. >> caller: so appreciative my question is about alibaba i know it's going to hit a lot of tail winds between the tariffs and trump and everything else and jack ma leaving but earnings are good and the guidance is good and i don't want to fool around with it and start selling it and picking it up again i'm inclined to hold it for the long run and would like your advice. >> the key phrase is long run because right now i'm not recommending any chinese stocks because this trade war just keeps escalating and it just makes it more and more difficult to earn. longer term i think you got the best and i think you'll do well but -- thank you for the kind comments but understand it ain't going to turn on a dime.

let's go to anne in indiana. anne >> caller: jimbo, thanks for caming my call calling about the approvals they're waiting on fortellurian. >> hold on to it the chairman of this company has a long-term plan and he'll be bankable at 8 bucks. daniel in california daniel >> caller: cramer this, is daniel from california >> hey, what's up? >> caller: hey, what's up? what is your take on cpi composite, stock rallied 36% year to date for the small company energy company with manufacturing facilities in mexico, china, turkey and us, how would this stock be affected by tariffs and trade wars? a specific politician from texas showed support in that energy even though others may not be as

favorable with our administration. >> we talked to a & p about that big wind catcher program and it was scuttled by texas -- or by texas interest in natural gas. let's look at this composite it sounds like an interesting company and make a judgment rather than say, hey, it looks fine that's not what we do. will china be the first to blink? if stock markets are a decent barometer it sure looks like it. how can a rate hike impact the housing market i'm sitting down with the number one luxury home builder to find out. joining me for the first time, nxp. what's next for the company? i have the exclusive rapid-fire in today's edition of "lightning round" so stick with cramer your brain is an amazing thing.

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haters going to hate when the industry is out of favor in the wall street fashion show and i mean totally despised the haters will never the facts get in the way of their preferred negative story right now a textbook example in the home builders. it says the housing business is a deadpan walking between rising interest rates and rising costs every home builder is supposed to be in big trouble

i get it the hedge fund playbook says you need to sell when the fed is tightening the home builders refuse to play ball we keep hearing that the roadkill but keep reporting phenomenal numbers take toll brothers, when they shot the lights out weeks ago, higher than expected sales up 37% year over year the quarter was so magnificent the hated stock popped 13% on the news but most investors do not believe toll can keep delivering that's why they've given back half those gains as it's reasserted itself. they're down an astounding 24% trading eight times earnings, meaning toll won't be able to make numbers if you believe that, but if it can hit the forecast, the future is bright let's go to doug yearley get a better read on the general state of the housing market. mr. yearley, welcome back to

"mad money." good to see you, doug. how are you? >> doing great thanks for having me. >> i'm confused. you've got record third quarter contracts. millennials are coming back in the market people have wealth in their existing home, an amazing employment pattern tell me what i'm missing >> you're not missing anything except you didn't mention consumer confidence which is the fourth prong there which is also very high. so we're doing great we love our niche, the luxury end of the market is very strong there's more and more households that make $100,000 or more which is our business. our loan to value ratio of our buyer is 67% it's down -- >> all that morning i heard bad lend something coming back and i look at numbers. 23% of people paying cash. >> it just jumped up to 25

it was 70% ltv mortgage rates are lower today than they were four months ago and -- >> lumber is down big. >> and in the last seven months mortgage rates only up 0.8%. we know millennials are marrying later but buying homes later but means they're wealthier when they buy and some will afford our homes. if not they will buy from our buyers because we're obviously while we're not selling the starter home that's in our food chain, we need that to be healthy and there's just not an overhang of supply we're not over speccing -- >> we're not overbuilding. >> well under. well under still a housing shortage but you guys happen to have the right land. >> maine and maine that's what we do. buy land at the corner of main and main and tend to compete against the local builder. they' they're not nearly as well capitalized so we have an advantage in land buying and

great brand and great national geographic footprint. >> you are very transparent in all your numbers you always have been since i first met you and said california has gotten a little soft and very expensive properties in new york city are not moving as well it's almost as if people are letting those control how little a part of the whole mosaic are those two areas. >> california is an important market for us. we have 25% of our business out in california. it was a strategic move to move west over the last five to ten years. california is not as hot as it was last summer. it's still one of our top markets. last summer was very hot in that we sold more homes in the sumner california than in the spring and everybody that follows the industry knows spring season is when most homes are sold look back to '06, our numbers are up significantly it was just last year was an aberration but the california market is still doing well we have terrific locates so i'm thrilled with our california operation and i think

looking forward it's in great shape. >> well -- >> in new york you mentioned. >> some of the very expensive units have slowed. we have refocused on the $2,000 a square foot and less locations and price point which also means smaller units and hoboken and jersey city, which are now at a thousand dollars off the water and $1400 waterfront they're outperforming what we ever expected. >> now, i would not be as bullish if it weren't for the fact that you are as bullish as demonstrated by your buyback i remember years and years and years you never bought back any stock but you're in there almost every day. >> year to date we're about 9 1/2 months in. excuse me, 10 1/2 months in, we have bought back over $400 million of our stock which is about 7% plus or minus of our jaut standing shares >> price to book have i ever seen it as low.

>> 1.1 types book and trading eight times consensus eps. >> i remember when kb homes was that and i said it would double and it tripled there's something wrong here i guess that's why da-- it drivs me crazy when you reported and bob was on the call, here it is we're done going down and it didn't happen. and i'm very proud of you guys because i'm from philadelphia. >> yes. >> i still don't get it but one day it'll come back. >> we just keep doing what we're doing which is grow, buy land in the best locations, make really smart decisions, build this great brand, we're so proud of our brand. >> very high listed on the fortune -- on that incredible list >> well, we are. >> top ten >> most admired brand in the world and you know this is the largest premium for new homes to a used home that i've seen in my 28 years it's because the architecture is better the options you can put into the home are better. more and people want new than

ever before and we're benefitting from that. >> i'm going with you. that is doug yearley, ceo of toll brothers. tol. down almost 25%. some of these things aren't making any sense to me "mad money" is back after the break. - our markets are currently experiencing the longest bull run in history. so, now's the perfect time to ask yourself, "do you have wealth insurance?". you know, i made a good living playing games on television, but my financial future, well, that's something i don't like to leave to chance. (door shuts quietly) i decided years ago that i would protect my financial future by putting a portion of my money in precious metals and well, i'm glad i did. the last couple of times the market has taken a significant downturn, millions were caught unprepared. (balls clank) fortunately for me and my family,

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>> announcer: "lightning round" is sponsored by td ameritrade. it is time, it's time for "the lightning round." >> buy, buy, buy >> sell, sell, sell. >> wait a second and then "the lightning round" is over are you ready, skee-daddy? let's start with chris in new york chris. >> caller: boo-yah, jim. wanted to ask you about cyprus semiconductors is it a buying opportunity >> all day today i sat around, chris and said why isn't cui up on this great idti bid they're similar. i this i it is a buy, buy, buy okay, now i got to go to jay in new york jay. >> caller: cramer, thank you for taking my call >> of course >> caller: my question is on

kem, kemet corporation. >> it's a capacitor stock. capacitors are even though they have some proprietary technology are way too commodity oriented so i'll pass jegs si in virginia. >> caller: boo-yah, jim. thanks for taking pie call my stock is ldos >> national security and those stocks have not been working want to do national security i think they have peaked i would go after raytheon. my travel trust owns it on our thursday club call we'll talk about it but it is a very hard stock to own and very difficult one. mike in florida. >> caller: hi, how are you doing? >> i'm doing well. how about you? >> caller: pretty good listen, i'm concerned about skywalk solutions. >> yeah, people feel that they are in the crosshairs of the chinese and that they can't do any acquisitions or be acquired because of the way that the chinese shut down the qualcomm bid for nxp. it can't seem to go higher even after it reported a great

quarter. i have to wait to see the stock bottom i can't get in front of that freight train. whoa let's go to sy in texas. >> caller: boo-yah from austin, texas, jim >> boo-yah >> caller: america's corporat n corporations, do i go hook 'em or longhorn on this one. >> we should be good this is one of those companies that is in the sweet spot. it is like -- lumen is the best analog a good situation how about eric in florida. eric >> caller: jimbo, a hearty, healthy happy new year boo-yah, boo-yah to you. >> same to you and everyone else thank you so much. how can i help >> caller: quickly, you had the ceo of zora on a few weeks you liked what he said i liked what he said i bought the stock. >> but remember we said the stock could come in when it came in you had to buy it and that's how i feel about it.

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what the heck does nxp semiconductor need to do before its stock can bottom the company had a turbulent

year 2016 nxp agreed to sell itself to qualcomm but as part of the escalating trade dispute the chinese regulators blocked it. finally in july the two companies gave up. since then nxp has been trying to get its group back as an independent company but wall street remains skeptical i like nxp these guys have a ton of exposure to the connected car and near field commune indications that allows apple pay. yet the stock keeps getting clobbered. some is because the late earth quarter was okay then they held an analyst meeting that would turn things around instead it sold off more than 4 bucks? why? the one thing that jumps out they prepurchased $3.75 billion worth of stocks since july, insane bliuyback it slipped from 98 to 93 and the buyback isn't helping. i think the company has a great story to tell. a closer look with the president

and ceo of nxp semiconductor to learn pore about how the company is doing welcome back to "mad money." good to see you, sir have a seat. thank you. all right. rick, when i always talk to qualcomm and qualcomm told me the solution that we have to being just a cell phone company is we are going to own the connected car. we'll own the connected car because we'll buy nxp semi somehow that has become the prevailing story line. is that a correct story line when it comes to what you do >> it is absolutely, so we're really focused on autonomous driving, how to make it safer. if you look at level 2 and 3 of autonomous driving it's about 60%, 65% of the total semiconductor content of a complete autonomous vehicle which you know isn't going to happen for five or six years but if we can do true level two or three and make it safer we think that's a play for us so, for example, in radar we're the number one company in radar. design antenna of the top ten

car companies so that's our focus how we can facilitate things and make driving safer. >> entertainment has been something. we look at the entertainment portion of the car which grows every year you're deeply lvoved. >> we have our platstorm that really has been a leader associated with that space we have design wins for the next four, five years at a high level. we are kind of for the midtier and low end cars the choice associated with entertainment. >> but did anything happen since the 2016 bid that has made it so so people feel that you perhaps are no longer exactly involved and i'm including the fact you did sell $400 million worth of the stock which wasn't a bad idea we thought nxp was done. >> you know, i had to sell because of tax reasons i had a tax situation that was changing at the end of november and in the netherlands where i was going to go from a special tax ruling to a full taxpayer, 52%. and he i had to sell at least a share of my position, you know,

and i moved part to a trust to be able to be sure that i could make donations in the future. >> a long time maybe you can start buying back stock. >> i actually have been doing that since july. i have and my cfo has as well so we both have bought stock personally in addition to we set up an equity program for our top management to be sure we locked them in for three years to get to the next level for the company. >> is there a reason to think when you finish the buyback you're done. >> not at all. if we grow 00% faster than the market which we have complete confidence we'll do and generate 31 to 33% operating income we're going to generate a ton of cash. my cfo talked about that today in our analyst meeting if you combine that with going to a two times leverage which we feel comfortable with you could have ten to $12 billion available for stock repurchase or whatever is appropriate to return cash -- >> more than a third of the company. one of the reasons, rick, i was quite surprised. i think that this story is an

internet i think it is as payments. payments are going nuts. look at square, paypal, doesn't matter you're the facilitator behind these. what am i missing? >> you know, there is nothing -- i talk to all of the investors that were at the conference today. no one could explain why our stock -- >> it was mystifying >> the only thing we were triking to take your comments earlier about the car industry going away now, the problem is is when you think about it, you know, the car industry in china is 60% larger than the car industry in the u.s. the car industry in europe is 22% larger than the car industry in the u.s. so looking at silicon valley number of cars may not be the absolute best indicator as to what's going on in the car tri. >> because you are a worldwide company. >> totally. >> now you've got here something that also reminds me that if you want internet of things, it may be nxp that is the right choice. >> absolutely so what we're trying to do is take advantage of how we have really emerged on the internet of things and talked about it with we met

2 1/2 years ago or so. but now what we've done is tried to put more color around it so what we see is the internet things really being created through the cloud and really the benefits associated with the cloud. but to be able to take advantage of those benefits, you need to do some edge processing. and so we have a kit here that sells for $50 for companies to just go experiment with internet of things to go try it out but what we're trying to do is do the preprocessing at the edge before it goes to the cloud and take the actions from the cloud from there so that we can do that so our micro controller platforms going to applications processors and in the two years we developed a crossover product that has a lot of the functionality of applications processor at a micro controller cost which opens up the market significantly. >> one last question, do you agree with my analysis that there was no real reason antitrustwise for qualcomm to be blocked from buying ask. >> there was no real reason. we met with the chinese.

any issue they raised there were remedies that were prepped for associated with it. >> just unbelievable all right. well, look, i think -- yeah, i thought your stock should have gone up on the presentation, boy was i ever wrong i won't be wrong for long. that's the ceo of nxp semiconductors you heard what the buyback can do and the insider buying. i like everything i heard. "mad money" is back after the break. hey allergy muddlers. are you one sneeze away from being voted out of the carpool? try zyrtec®. it's starts working hard at hour one. and works twice as hard when you take it again the next day. stick with zyrtec® and muddle no more®.

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