oil. xlp is the way i play. >> i got the survey monkey application and downloaded on the apple device i'm excited. good for them. >> you go to the app store and buy it off the shelf. >> i did while it was raining. and cleveland cliff is breakin in cleveland. >> that does it for us "mad money" starts right now ♪ hey, i'm cramer. welcome into the special coming to you from san francisco, the cradle of the new american revolution edition of "mad money. other people want to make friends. i'm just trying to save you money. my job isn't just to entertain but to teach you call me at 1-800-743-cnbc. or tweet me @jimcramer you know why we come out to the west coast, the heart of silicon valley every few months? if you're going to cover stocks, you need to know which industries are being disrupted that's wall street's speak for a

group that's about to get racked by some revolutionary new technology you can't understand it without looking at the disrupters in the eye to see who's the poser and who's the real deal. well, it's so important, look, on a day that the dow shed 70 points the nasdaq inched up 1.8% i can tell you tech matters. why? because this is the largest sector in the s&p 500. but the truth is what happens in tech reverberates through the rest of the market and really the rest of the world. today's trading was four vicious cross currents and oil rallied again. you know what that looks like -- inflation. so the fed will take notice tomorrow and tighten beyond the two more rate hikes we're expecting tomorrow maybe next year. we saw long term interest rates, hit their highest level since may. and the health care cohort got rocked with the stunning decline that came out of nowhere these stocks never act well when

inflation rears the ugly head. don't get me wrong, i think this was all about global supply and demand a lot of people on wall street completely and utterly disagree with me. all that said, if it was disruption that mattered the most, it was the old order by the new order. disruption comes in many forms a lot of retail investors think the cannabis stocks are the way to play disruption and that is about disrupting let's say the food industry. the beverage industry, the health care industry marijuana legalization will do that but nothing is more disruptive than technology itself we came out here today to witness dream force. that's the 171,000 people -- you heard that, 17 1,000 people celebrated all things tech marc benioff the co-ceo of salesforce and the host of the whole shindig told us how he's

disrupting with those who don't share salesforce's values. it's called ethics he spoke directly about how facebook had lost the values that let businesses keep with people and mark krieger the cofounders of instagram left the company because they had enough. yeah, the word is they were sick of a repay shouse sellout culture, ruled bizarres. excuse me, ceo, mark zuckerberg. it managed to get back the bulk of the losses and that's mostly facebook, part of so many etfs with netflix and amazon and the latter surged today. the stock will go to $3,000 by 2020 because it's disrupting far more than just retail. amazon is disrupting advertising. disrupting entertainment and data storm with the famous

division which is always talked about here as being the single gem of tech worldwide. how about sq, that's right, square this uber cramer favorite went up to 6% and we need it as an "f" to f.a.n.g square is disrupting the industry and the technology is so easy to use. they issued a new way to be able to take care of the employees' checks another aspect of what they're doing right. we had the chief financial officer on the show to talk about square's phenomenal 60% revenue growth it is moving to the money lending business i didn't know about the move to take on paychex or automatic data i hope you paid attention to the interview. jamie has people calling for a peak in the semiconductor sector and the quarter last week -- i

used to like the stock but not everybody else does. intel the one time king of the semiconductor industry is taking a step back in the battle of amd in the pc business not clear who will win that. i have to hope that intel will get it together but right now the manufacturing is coming up short. we're actually short of processors because of it which is incredibly shocking to anyone who followed this country for a long time. i used to the intelaholic, what the heck is going on there broadband and semi saw them get waylaid because they're interlinked with the etfs. the greatest disruption was about voice recognition. over the weekend i spoke to tim cook and salesforce's ceo marc benioff exclusively about the unique partnership which was integrate suri and i wasn't sure how it would work until i bumped

into the tech savvy ceo of the marriott he was walking around, and he walked me through the exciting implications for the regular travelers. you can speak to siri on your iphone or even better siri knows what you want ahead of time using salesforce einstein's platform it disrupts the routine that the customers need to go through when booking a room. drudgery now i don't know how significant this deal will turn out to be. tim cook and marc benioff says it will make a lot of money for both companies and i think it will eliminate one of the more idiotic aspects of the technology -- the fact you need to type into a keyboard, qwerty has ruled our lives long enough. hasn't it? there's no crystal ball to tell you who will lin will they move the needle on the stocks as and sohn only -- is only one step ahead of the posse or behind it

bottom line, you need to know which industries are being disrupted to invest in the stock market that's why i have come out to sill villanova valley to give you the low down. stay tuned for a lot more details. all right let's take some calls. david in kentucky. david. >> caller: thanks for taking my call and a big kentucky wild cat booyah to you. >> glad to help you. >> caller: i have been looking at lowe's since the hurricane and do you think that natural disasters are something to have in mind? >> i think you have to anticipate the things. you can't come after what do you know that nobody else does? my take is the problem here -- let's be careful about it. the problem is that the stock is up on a spike. i want it to come down before i would do any buying. let's go to jeff in florida. jeff >> caller: booyah, jim thanks for taking my call. >> oh, booyah to you what's going on?

>> caller: hey, my question is about therapeutics md and now that we have got two approved fda drugs and a third on the cusp where do you see us going long term hope >> you know what i have said over and over again that this is a very good step, but it's not more than a very good step. i do not have an edge. we're in the heart of all things tech and one thing is clear. disruption a major theme it's even key. "mad money," dropbox is like it hot. if i had my rim shot i would do that last time i talked to the ceo, i'm passing it up and i had my ear to the ground and salesforce's dream force conference and sitting with the man of the hour t one and the only marc benioff. and i'm zooming in dropbox is it ready to break out i have the exclusive with the ceo. so stick with cramer >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter

have a question? tweet cramer, #madtweets send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com.

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in the beginning dropbox was confident in the cloud. >> 2 billion people are connected to the internet. we have only reached a tiny fraction. >> and obsessed with unleashing the world's creative energy. can this stock unleash returns in your port >> while we're out here in san francisco, i want to check back in with the high quality enterprise software company that for some reason kind of unfathomable hasn't kept up with the recent rally of the group. i'm talking about dropbox platform here's a company that's doing very well. with a terrific description based business model but the stock went up and sold off hard when the numbers were nearly excellent, not insanely excellent. since then, dropbox has drifted lower. i think this could be a terrific buying opportunity earlier today we spoke with drew

houston, he's the ceo of dropbox at dream force take a look. drew, we met each other five years ago. you were a smallish private company. now you're public and big. tell us the journey. >> yeah, it's been busy. a lot has happened in the last five years so when we last talked i think i remember watching 100 million registered users. now we're a public company so it's been quite a ride. >> now when you talk about that 100 million to 500 million that's kind of a bottom up approach to what is basically a corporate world. how will that work versus the i.t. people telling us you can't use dropbox. you have to use microsoft? >> well, it starts with building a product that people love since the beginning we found out our customers will start using dropbox at home. then they bring it into work then they realize it they can use with its the team and then the team becomes the department and the entire company that's how we have reached that hundreds of millions of registered users and how we have

reached hundreds of millions of customers and paying customers >> and in the particular transition i think i -- hold on, are there enough people to pay and to be able to make enough money for the shareholders >> these are people using dropbox at work forward. so the -- they usually expect to pay for software, they need more visibility and control and they need the business features that we offer so we see us moving everybody from free use to buying the individual subscription. >> i hear people say why did the stock come down? i say, jim, it's too consumer oriented to me that's when i heard about the first $1 trillion company, apple. is there anything along with being too consumer oriented? >> we have individuals and customers, people, humans as customers and we have businesses as customers so we focus on solving important problems then we found with that

foundation, then you can build a business we find that the scale, we're basically taking the consumer internet playbook and applying it to business software. >> when i met you, i said he's a rebel. i don't know if a rebel will ever be able to go and meet wall street's expectations. you seem to have gravitated okay between both world. >> yeah, going public we found -- it was a great experience like the team is really proud of the progress we have made. the reception has been really good and, yeah, we have a couple of quarters under the belt so life is good. >> we have been saying that one of the things that's wrong about wall street is they don't want to see companies invest. they need instant results now now now, but don't invest in the future are you able to straddle short term and long term >> well, one of our advantages we have a really stable business and we're solving our universal problems so every team and every company has content and needs to collaborate around it. more and more they're choosing

dropbox as the place they do that, where their teams go to work so investors appreciate the opportunity and the sustainable business model so we have been feeling it up. >> i have been using average revenue for growth as an indication of how well you're doing. is that a good metric? >> our business is fundamentally simple we have paid subscribers and then per subscribers, both are important levers for us. on the average revenue front, we have been able to get higher and higher plans as we create more value and then we're interested in growing our subscriber base. >> give me a partnership example that's really helped your company and the other side. >> sure. well, we partner with a lot of great companies and microsoft and google are a couple examples making sure that dropbox can tie together the ecosystems you're using an we're on the floor with dream force and salesforce has been great for us and there's a lot more we'll be doing together

with. >> i like the fact that your company has been open to what the user wants again, like salesforce talk to me about designs for the users, what it means. >> sure. we look at your moment to moment experience at work and then when we think about -- well, what we focus on is designing a more enlightened way of working because we find that technology while it does a lot of great things it can be very distracting and overwhelming so we think about how do we build smarter tools that create a more focus working environment? how do we tie together the different ecosystems and tools we are using and make things simpler? these are problems that everyone has and we're able to help make a lot of progress. >> what do you do, microsoft has gotten aggressive. they started an initiative in february, you know what we'll do, we'll give one drive away and they woke up how do you respond to that >> well, of course, folks -- of course our -- we have competition.

although we have had competition in the beginning not like we woke up yesterday and we had competitors this has been gone on for seven or eight years, really most of our existence. people love dropbox and they love the user experience it's easy, it just works and anyone can use it and it's not tied to any anyone platform. it works if you're on windows, mac iphone. >> how do you see the -- >> if anything it's going up. >> how is that possible? >> i think we realized a big misunderstanding is that people thought people are buying storage. >> right. >> when really, 80% of our customers -- 80% of our subscribers are using dropbox at work they're working better with other people. >> you know what i think why that is, that's distracting me too. it's the sheer number of pieces of content. >> yeah. >> i got caught up in it wait a second, maybe that's how

they measure it, but it's not the right way. >> we look at the amount of content on the platform and that matters to us because our scale is a big advantage. >> okay. >> and every important work flow in a business revolves around content in some way. certainly people are sharing files but often what they're doing, think of something like crm, that revolves around content because you're sending collateral to your prospects, getting signed contracts back. so that experience, collaborating around content, all the innovations are very important. >> five years ago, it's virtually important, we would not have spoken about artificial intelligence tell us how it works >> it's really exciting. so i think for me the way i think about artificial intelligence is it's going to allow us to off load a lot more busy work to computers right? so artificial intelligence will help us assist things or automate things we have to do manually and i think -- imagine

if you had a smart ai co-pilot helping you plan your day, and so i think it's going to free us up to do a lot more fulfilling work. >> and so you often hear the term machine learning. the same >> it's roughly similar. we call it machine intelligence. >> oh, thank you thank you. our viewers will know what you're talking about. >> yeah. so having a smarter computer. >> well, i have to tell you, drew, congratulations on all of your success over the last five years and before that and in the future drew houston, ceo of dropbox you know how much we like this stock. stay with cramer i know that every single time that i suit up,

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they started a revolution in how businesses do business shining a light on data you need and helping clients serve customers from humble beginnings, can the story of salesforce reach new heights

>> every year we come out to san francisco for salesforce's annual dream force conference. it used to be a major confab for everything related to the cloud, but the customer has grown by leaps and bown bounds so it's for for all things tech so millions aren't left by heend by technological forces in recent years their customer relations management software has gone from something that companies want so they can get ahead to something companies need just to avoid getting left behind that's what makes salesforce the most regal of the cloud kings. earlier today we checked in with the visionary what creatored all of this, marc benioff, the cofounder and co-ceo of salesforce

i come every year to dream force. it seems like you're going less towards a trade show and more toward the institutional view of helping people. >> 171,000 people here in san francisco, 10 million people joining us on online this is the largest conference it's an educational opportunity, it's family reunion, this is dream force. >> at the same time, you have a keynote where you're going to introduce a partnership. apple has not been aligned so to speak with salesforce. never enemies but it seems you have come together in a way that the consumer is going to love. >> well, every business knows that their customers have exactly what i have in my pocket, which is an iphone here it is the new iphone, it's amazing let me tell you something, jim, the iphones are traveling to wherever the businesses are. we have marriott here today. it's an incredible story we'll profile them in the keynote. go into the hotel room -- well,

first of course your key shows up on the phone which is amazing. then you go into the hotel - >> on your phone >> on your phone then you say hey, i want a turkey sandwich. great. can you set the room to my favorite temperature and adjust the lights oh, by the way, one more thing you know, i really would like to make sure that's a car waiting for me tomorrow at 7:00. when you're doing that, of course you're talking to siri. then we bring it into salesforce einstein which is our artificial intelligence platform. we use our database and bingo, we're able to enhance that >> we talked about that earlier. i want to know why now, what happened you and tim cook talking did it take years or did you say, tim, it's time? >> i worked it's in my veins it's actually going to be -- >> in your veins apple watch. >> i put on my father's watch today. >> okay. >> i have -- i have apple in my

veins, trust me. and it bleeds apple, rainbow colors i'll tell you right now that it's so important to us to have this amazing new relationship with apple and tim cook. the ability to bring together apple developers, apple customers our developers and customers and to show incredible new ways to connect with your customers. >> i have to know is this a partnership that i want -- if i'm a stakeholder, a shareholder, is this a show partnership that you're saying, hey, listen, you know what, nice to see you, tim. >> i don't anybody can walk away from apple products. it's the number one mobile device in the world. the innovation they're laying out is incredible. of course we have many amazing strategic alliances and partners and i'm thrilled to welcome apple to the family and they're thrilled to learn how to connect the amazing apple mobile devices on to our customer success platform. >> i think i would be remiss not

to say that i felt the most important partnership until today was amazon web services because you have owned that relationship. >> yeah, i love amazon also. i love all of our children, jim. and we'll get to google too i'm sure but no, today we have an amazing new relationship with amazon we're taking our relationship with amazon web services to new levels that whole community of developers is here, those are the aws developers they call them they're doing incredible things on the cloud we're cloud brothers, amazon and salesforce and we'll show how you can use aws in a new way and by the number, the number one developer environment haroku is on salesforce. >> i have nope you as someone who wants to do good, you thinks that the corporations the number one job is to do good which comes around but can you save an institution like time which you and i know is something that's vital because it still wants to talk

about things that a lot of people don't know about or actually may not want to know about but have to know about you buy it, you and lynn your wife, i didn't say you, you and lynn buy it. do you have the time to spend -- do you have a minute for time? >> i so strongly believe and i should say lynn and i so strongly believe that business is the greatest platform for change i work on that every day with salesforce already we're building salesforce it started with the 111 model 20 years ago. >> i won't let you know, i'll let you know if that company is profitable. >> it is massively profitable. >> how is that possible? it's a media company. >> it's a very well run company. we bought a well run profitable - >> do they run on salesforce >> they run on salesforce. >> okay. >> but that's not why we bought them we bought them because that's an important institution that is having a positive global impact on the world and is deeply aligned with our family's values and we're delighted to be the new stewards of "time" magazine. i hope, jim, you and everyone

else will help us make it a huge success. because i do believe for time success is all of our success. >> well, i wrote for them for a long time so i agree when i look around i do not see the typical crowd that i expect from a consumer electronics trade show or something like that speak to me about who's here. >> i so strongly believe not only that business is a platform for change, but that everyone has to be included in this fourth industrial revolution look who's on this floor this is every gender this is every religion, every race, every -- we're bringing everyone in. this concept we have of exclusive capitalism is made possible by trail head you have gone to trail head.com. >> yes. >> you can get trained on trail head, but did you know one out of every four who go to trail head and get the skills that everyone is getting here already have upgraded their jobs with higher salaries, new companies, new titles

the salesforce economy is booming. $1 trillion by 2022 according to ibc. that's amazing that is why these people are here that's why this show sold out day one that we announced it a few months ago because this is where you're going to be if you're going to upgrade your career. >> well, a lot of people like t it, the intersection of what you're doing because it kind of let's say melds policy it melds government. it melds diplomacy european numbers are extraordinary. i want to try to understand whether the fourth industrial revolution includes business taking the parts of the usage that government used to do in terms of the public welfare. >> when i went to business school, they said focus on your shareholder mark, the mark of business is business is business that no longer applies we have to erase that from the history books. the business of business is improving the state of the world we all know that that means you can't just manage

for your shareholders you're managing for all your stakeholders and jim, you have seen our stock chart since we have been public in 2004 to today but how did we do that by managing all of our stakeholders, our customers and our partners and we gave $15 million to our public schools today because of our kids are not educated. how do they become part of this amazing economy? we're managing for all of our stakeholders at. we are taking all of them into our heart at salesforce and saying we'll make everyone successful this is really important to me. >> you have the right to say it because your stock is great, okay, that does matter for "mad money. but it's also the right thing to do okay so when i look at profits, all right, you care tremendously about profits. i say to myself, he has got to keep everybody who's great here to keep it together but you lose people but you don't lose people to other companies like unfortunately say a facebook you lose people to new companies.

100 ceos currently started here? >> jim, every ceo has to ask one very important question right now. what is most important to me every company has to ask what is more important to me what is your highest value what is truly important to you as a company we know what ours is, trust. nothing is more important than the trust we have with our customers, our key stakeholders like you trust is our highest value. >> but would you be willing to partner with company that didn't have that trust or do you like partners like apple which doesn't want to give out your name when you buy an app >> jim, if your employees don't trust you, they don't like your values they will walk out. you see it in the industry now we have high-tech companies where their top executives, top executives, are walking out because it's a vote of no confidence on their values when will ceo's wake up and realize we're in a new world, a world that you have to manage for all your stakeholders and one of the key stakeholders is

your employees this is the new world we're in today. >> you introduced me to a mr. -- a man who started instagram. he just left the company people don't leave companies like that unless they feel disillusioned. facebook is disillusioning people. >> well, i think that facebook is probably an example of many companies in our industry that are re-evaluating who are they, what products are they doing are they doing things ethically, are they able to talk about the level of privacy you know, we have given a huge amount of our power to so many technology companies that's why there's a discussion now in washington, d.c. about regulation. >> right. >> should they be regulated? not just facebook but every company. now you know at the world economic forum i called for the regulation of facebook. >> yes, you did. that's right. >> i said they lost my trust because of how they have handled their privacy scandal.

they are in a crisis of trust. facebook is still in that crisis of trust and so you see those actions by customers, consumers and executives now, they can change every company can change they're not the only company that's going through a crisis of trust. but our industry needs to wake up and realize that there is a tech lash happening and we all need to step up to the new level of ethical and humane use. that's why at salesforce we just created a new office of ethical and humane use that works directly for me and we're re-evaluating every single part of our business so we can say with confidence and acuity, not just to our employees but all of the stakeholders we are committed to the ethical and humane use of our technology and off products and all of our resources at salesforce. >> thank you so much, marc benioff, chairman, founder and co-ceo of salesforce. >> thank you, jim. how will the country's strong jobs and economy impact

fed hikes now and into the next year will stocks feel the sting the fed's chairman remarks tomorrow on "power lunch." hi i'm joan lunden. today's senior living communities have never been better, with amazing amenities like movie theaters, exercise rooms and swimming pools, public cafes, bars and bistros even pet care services. and there's never been an easier way to get great advice. a place for mom is a free service that pairs you with a local advisor to help you sort through your options and find a perfect place. a place for mom.

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you'll love the relentless flood of innovation coming out of silicon valley, but to paraphrase biggie smalls, more

technology, no problem a company keeps moving the software on the cloud we're increasingly vulnerable to hackers. that's why they have been long term performers, not all of them like fireeye, a major player they protect their clients against digital threats and they have the best for enic ises division in the industry, meaning you get hacked, you call the guys to do some investigation. google hired them to defend them against state sponsored hacks. fireeye is up barely 50 cents versus a year ago. i think it's being underestimated the company has been shifting to the subscription model that we like so much, i kind of wonder if it's working for so many other software companies that you have to think sooner or later this stock is going to break out. not just the 4% increase it had today. don't take it from me, let's speak with kevin mandia, the ceo of fireeye okay you changed your model you're obviously getting a lot

of new clients we mentioned google. but one thing people don't understand it's not no longer just after you have been hacked. you guys have a whole suite. i think it's selling pretty well. >> yeah, see, we have multiple ways to make money and that confuses people. we believe it's critically important to respond to every breach that matters that's why you see front row how all of the technologies and common safeguards that people use are being invaded so we can adjust our products and fine-tune them and instrument them to defend people against those threats >> well, look, i don't know that many companies that are more technologically savvy than google they can't figure it out themselves i guess nobody can. >> they can. it's a community effort. here's a reality, nobody wants to go at this alone. if each company secures itself by itself it's more vulnerable than working with other companies to secure itself. >> you have been talking about threats from north korea threats from iran obviously. the president talkingb tough about iran and threats from russia. now look i get north korea's

never been really a member of the council of nations, so to speak. but russia, we had a cold war against russia this is a hot cyber war, isn't it >> it's fascinating for me to observe. i have been responding to breaches for over two decades. it took me too long but here's the dead reality every cyber attack is related to geopolitical conditions. i mean, if you're in the united states and you hack a company, you're going to get caught so you have to live in a safe harbor you have to be condoned, be supported. many of the attacks we respond to they're in fact people in uniform conducting the attacks against -- >> in uniform, not rogues? >> not rogue unless there's rogue hackers in north korea which tends to stretch credulity. >> i think it's interesting that you have madeleine albright as the keynote, which means we have to be worried about state sponsored cyber terrorism not just hackers having mischief. >> i think the hackers who are having mischief will automate a

lot or pick single targets but we responded to over 600 breaches last year over 80% were state sponsored or state condoned meaning the heads of the state or the heads of certain agencies of that state knew the attacks were ongoing but there's no risk or repercussions to the hackers. >> are they trying to weaken the trust in our own systems >> there are some nations doing that. >> tell you that jamie dimon who is the ceo of jpmorgan says the world is not ready for the real cyber threats coming. >> there's no longer a segregation between the enterprise networks and the individual and one of the things that's complicated is that fact that we're all blending together into a big mesh network. it could be the strategy of the adversaries to go after the softer targets get the butterfly effect from doing that. >> butterfly effect? >> yeah, if you hack a school, then all the employees aren't going and it's hard to predict

even -- whoever wannacry didn't know if it would infect 10,000 machines or millions you don't know the butterfly effect of some of the attacks. >> one of the things that i have tried to figure out your stock because i think it's a good one. but you do talk about the idea that there are some competition here for instance, prove point, e-mail e-mail has -- i think prove point had the run of the joint it's not easy to make a lot of money. >> right i think every company starts niche and then you have to broaden. one of the things we were always later to e-mail. we detected what othere-mail gateways missed and we have the -- we respond to the breach, respond to it, make sure it doesn't happen again so we're building into that what i call layer one so we're no an overlay, but a pre-existing e-mail solution. >> your company ask talking about the way that things are evolving is usually you throw a lot of money at cyber. now companies are capped on security spending and needs to

gain more efficiencies does that play into fireeye's hand >> yeah, i think efrns learned from cisco you look at one enterprise sometimes it's common to say we bought 60 technologies can we get it down to five or sixth? you can be if you're interoperable, you can get down to just a few products >> but the fear of breach has been motivating spend quepg. >> definitely. there's no question the risks of repercussions to the attackers there isn't one. then you go to the risk of reme cushions for the companies it's getting bigger every day. >> you talked about the hacking of bitcoin seems like bitcoin is falling off the cliff. one of the things i wonder about, do people realize suddenly this isn't the pot of gold at the end of the rainbow, it's not a great currency? >> i don't know. every time we deal with cryptocurrencies it's the anonymity of people being misaligned with the laws of the nation. >> now, i want to talk about one

last thing about iran. i mean, we are really going full bore against iran. they have what -- do they have people in uniform? trying to figure out where - >> they are good. >> they are good >> yeah. we first responded to iran in 2007 and 2008. they have looked like they had just gotten out of the classroom. they weren't very good in offense of cyber, but they have ten years now, a full decade, both in response to the stuxnet attack that happened in iran which took out some of their nuclear capability for a few years. you know for a fact they had an agenda to get good at asymmetric warfare, cyber attacks are asymmetric they won't meet us on the warfield with a bunch of tanks but in cyber attacks i dubbed 2017 the year of iran. >> not that reassured but you're trying to catch it. >> we are. >> well, that's kevin mandia, the ceo of fireeye always feel uncertain. but i guess that's why they'll have a lot of clients. back after a break nice.

good evening, sir. good evening. glengarry chamberlin, esquire. welcome. jimmy crabtree, plus one. welcome. ♪ play just got serious in the all-new toyota avalon.

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it's time for a special west coast edition of lightning round. you tell me the -- play that sound. and then the lightning round is over are you ready, skee-daddy? let's start with chris in indiana. chris. >> caller: booyah. is goldman sachs a good buy or should i tell it good-bye? >> i need you to -- that's good. i like that. but i want you to take a longer term view. 4-0, notre dame it's a long season i think it's a long season for goldman sachs mike in texas. mike >> caller: so -- >> mike, mike, mike? >> caller: hey, is this jim? >> yes >> caller: i was wondering what you think of service corporation international long term prospects going forward? >> death and taxes, right? this company is filing back on track. it had been off track for a long

time if those who waited can stay in it it's up nicely this year and can go higher. martin in new york martin >> caller: hey, jim? >> what's up, my friend. >> caller: i'm in the casino industry in las vegas, golden entertainment -- >> it's a local stock, remember, we had walked away from wynn sands, even mgm we're in trouble with but we have to look at this one sand say, you know what, we have to do more work because it's down and it's all domestic michael in delaware. >> caller: i have my 6-year-old daughter who always wanted to be on your show, amelia, she wants to ask the question. >> fire away >> caller: i wanted to ask about tesla. and since we have all three, that's what i wanted to ask about. thank you. >> well, there you go, you're quite welcome.

that kid has real horse sense. i think the tesla is just okay it's a battle between the long and the shorts i don't like battle grounds, therefore i'm going to avoid it. i don't mean to dodge it, but that's how i play it peter in arizona >> caller: booyah, mr. cramer. peter calling from tempe, arizona, home of the arizona state sun devils huge fan of your show and the style in which you deliver your knowledge. >> thank you thank you. >> caller: my question today is about adad you spoke to the ceo a few weeks ago on the show and since then the stock has drown back are you bullish or bearish >> i think he acquitted himself quite well and this is the opportunity to buy i think it went up because frankly people are excited about what happened on "mad money. i want to stay in it and buy more we're not done we're going to amy in nevada amy. >> caller: greetings, jim, from

hot las vegas, nevada. how are you? >> i'm doing well, how about you? >> caller: i'm doing great i'm a first time caller. i wanted to thank you for all your knowledge and insights. i love your show. >> thank you thank you. >> caller: i'm calling regarding amarin corporation yesterday i bought stock at $11 and already climbing today what do you think? >> amy, that boat has left the dock it's too late. i would say ca-ching, ca-ching otherwise, i think you're just going like to -- that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: lightning round is sponsored by td ameritrade 24 hours a day, five days a week. that's amazing. it's a pretty big deal. so i can trade all night long? ♪ ♪ all night long... is that lionel richie? let's reopen the market. mr. richie, would you ring the 24/5 bell?

sure can, jim. ♪ trade 24/5, with td ameritrade. ♪ - anncr: as you grow older, -your brain naturally begins to change which may cause trouble with recall. - learning from him is great... when i can keep up! - anncr: thankfully, prevagen helps your brain and improves memory. - dad's got all the answers. - anncr: prevagen is now the number-one-selling brain health supplement in drug stores nationwide. - she outsmarts me every single time. - checkmate! you wanna play again? - anncr: prevagen. healthier brain. better life.

markets love to fake people out. sooner or later every investor makes a fool of himself and what matters is how you react it to the yield on the ten year treasury went above 3% and enassumed that interest rates were going higher. the analysts fell all over themselves predicting that 3.5% is the next stock and then the rates plummeted. anyone who owned the bank stocks got annihilated that's when the ten year reached 10% again, very few professionals wanted to recommend the bank stocks so they rocket higher because banks can make a fortune in a

situation like this. one where both short term rates set by the fed and long term rates set by the bond market are rising as jamie dimon told us yesterday in philadelphia this represents a fantastic opportunity. too bad more analysts didn't see the move coming. i get it after the way that long term treasury yields broke down in may, they thought fool me once, shame on you fool me twice, shame on me i think they keep climbing led by the stock of jpmorgan and the same thing with oil. the price of crude is roaring here but we saw the same move over the summer oil busted through 70 and we figured it was headed to 100 bucks and i got all bulled up and we were way too positive from mid july to august, oil got slammed. i looked like a dope but at least i told action alert.com clubs those who follow

my charitable trust, oil rebounded because the circumstances changed. first president trump went hard-line against iran and their oil exports have plummeted and venezuela continues to dwindle final piece of the puzzle, schlumberger, largest oil service company on earth and bemoaning that the spending isn't picking up, given the recent run in crude. the lack of new exploration ultimately translates into less new production and that pushes the price again and the stock has been one of the worst performers in the sector as my charitable trust knows all too well still i think the oil rally is for real because of the supply and demand problems. plus, saudi arabia says that aramco ipo is back on track. it doesn't matter that trump is urging opec to pump more oil

they're still much lower than where they were when last time the oil was at the elevated levels i think bp, the old british prom -- petroleum makes more sense. go with an independent producer like diamondback energy. yes, that's f.a.n.g. for you don't let them trick you into making the straightforward moves especially since there are real reasons to believe that the rallies in the banks and oils will be more sustainable this time around. stick with cramer. people tell me all the time i have the craziest job,

the riskiest job. the consequences underwater can escalate quickly. the next thing i know, she swam off with the camera. it's like, hey, thats mine! i want to keep doing what i love. that's the retirement plan. with my annuity i know there's a guarantee. annuities can provide protected income for life. learn more at retireyourrisk.org

annuities can provide protected income for life. yes or no?gin. do you want the same tools and seamless experience across web and tablet? do you want $4.95 commissions for stocks, $0.50 options contracts? $1.50 futures contracts? what about a dedicated service team of trading specialists? did you say yes? good, then it's time for power e*trade. the platform, price and service that gives you the edge you need. looks like we have a couple seconds left. let's do some card twirling twirling cards e*trade. the original place to invest online. wow. what an inspiring day. that's a rap from "mad money" from san francisco but just for today because we are far from being done. tomorrow we have aaron levy from bok. and and munoz from united airlines i'm jim cramer see you tomorrow

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