but again i think that's a one-off moment for effectively the leader in a duopoly. nike is the stock i think can you stay long brian. >> it appears that everybody loves lulu honest will good show tonight appreciate that. we'll see you tonight. "mad money" with jim cramer begins right now "mad money" with jim cramer begins right now my mission is simple, to make you money i am here to level the plain field of all investors. there is always a bull market some where and i help you to find it. "mad money" starts now >> welcome to "mad money." >> i am just trying to make you some money call 1800-743-cnbc o or @jimcramer. so much of successful investing is regroup by setting the

obvious pin action when a report earnings after a strong day, dow gained 138 points you know what? how about go for the best in th session? why don't we start with the excellent work as commodity sending truly terrific numbers last night you know what they did they call the bottom we had ceos on our show all the time i spoke to him on "squawk on the street." watch this that matters. if you are going to get a read that actually help you make money -- otherwise, it is all bladder. sanjay has been in every

quarter. inventory is down on a reasonable level he said he would be buying the stock back, his own stock, hand over fist which is what he did not only he talked the talk but he also walked the walk. all right. where can we help you make money and other stocks although i do think it is a terrific buy right here. once the cycle turns, once the prices where these products start to go higher or at least the price tag relation slows you're usually at the beginning of a fabulous multi-year, not $5 or $10 or $15. multi year with business cycle

business gains you see? we are calling fiscal cue two. in other words, the current quarter is going to mark the bottom so you got a trustworthy ceo just a naked full shock led to zero down. it is just soon enough to take action it should be apart of the portfolio. before i get to positive connecti connection you need to understand that's a bell that did that

this company has become a serious disappointer and its stocks is ballowe obl -- a nega rethrew for ups. few investors trust that these days yes, stocks went down at a hair. it has been able to bounce fedex is at the bottom of its call they have no credibility whatsoever no one believes them micron is different. micron is incredible what can we buy off of sanjay's bottom call? there was a tightness in flash memory who else makes flash memory?

digital. including 2.7% today i am betting it just gotten started. i know my history in the past when the cycle turned, this $58 stock have rallied through $100. it hit those levels twice in the last five years and twice when the cycle turns. i think western can do it again. remember lam is anticipated one of the strongest stocks in the entire s&p don't go crazy with lam. however, what's driving my strength is digitalization itself as company goes to the cloud and need to store as much data as possible, big warehouse are full with observers

you should be thinking amd and nvidia both of these stocks have been red hot. i think for upside and much more the poll 5g. that should boost the company. marvel technology that stock should be 28 i know these names so there is no real hurt you got to pull a tryingigger i dp does come down intel is still having trouble making shift another reason to buy amd. artificial intelligence and

machine learning i know from my trip to san francisco that nvidia is already there. they know your idiom another reason to own the stock. >> bye, bye! alphabet touches about a third of stocks who have been smoking hot. let's call it confirmation now, that's what a read-through is let's flip it. let's talk about a negative read-through, something that happens today that made you shutter and wait a second, maybe i am too bullish darden reported of a light quarter of their corporate being their main business, olive coug garden hey, it was natural because the chain is so popular. something is wrong or maybe staying at home.

but once the conference call started, you learn it was not that the you learn the weak numbers were self-inflicted and normally bank of darden's or ceo, poor promotions and sloppy execution. once a company boarded ill-advised and traded promotion and got back, what happens the customers came right back. of course darden has to go deep in the family box which is why it stopped consumers out there bargaining for great food they can eat at the restaurant or at home once demand was clearing up, it was obvious that consumers are dining out the take away is once again,

never over think these things, people what do you buy? you buy the stock of of -- chipotle i know 1800 does not seem like a bargain. the food is a bargain and the stock is as bargain. do not over think it we just pulled up a couple of weeks ago, they are good to go you never just bikini uy any of stocks break them down. time to sell it to me. i know that's hard for people at home the bottom line, now you know what a read-through means. if you got the time, you can do the same analysis, it may down the road turn into beautiful swans. we are going to adam in nebraska hello adam >> thank you for taking my call and everything you do for us >> thank you, buddy. >> i am looking dr. cramer here.

my stock is orcl there were 280,000 plus shares shortly after close, mostly in one bank order of 280,000 shares after close, there was a 420,000 buy just minutes after close >> my bet is these could be program related, looking at the trade, it could be a match-up of something else i would tell you i thought the quarter was okay the stock got hit too hard the process of oracl had been this people don't like it and it goes down and it spend as few months going un it looks like the alps dissecting the less obvious pin action and then buy, buy

tonight, what do they have in common i'm siting down with the ceo of emergiing files solutions, we'll discuss this stay with framer >> don't miss a second of "mad money. follow @jimcramer. send jim an e-mail or give us a call at 1800-743-cnbc. miss something head to madmoney.cnbc.com. apps are used everywhere...

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a conference call, most recently i have been focusing how long the market can be this is a very controversial phases stocks supposed to represent the general income because everyone has the exact information.

the market is supposed to represent the sum of that knowledge. if you read any economic textbooks, it will tell you the market is efficient and process information instantaneously. everyday we see imperfections and as long as you understand the market is a mess a year ago, conagra missed it. looked like conagra had just gotten hacked. mrs. pauls and most importantly bird birds's eye.

the deal made them the number two player in the united states' food frozen market they needed a little time to turn around those pinnacle brand. i spent a lot of time with shawn he hennderly. it was just plain wrong to put that stock that deep in the penalty box. i expect to hear much more about this i am betting the stock has a lot more room to run by the way, remember they like fast food, why millennials are hung up on fast food

i told you they hate them. i believe the conventional wisdom i could not have been more wrong. actually, it is impossible you know what, verses expectations, it exploded into this stratusphere. we didn't stop to wonder what could happen if things went right. i certainly expect the company got better than expected number. i see some of it is better it is screaming on being valued

correctly. six or seven times earnings right here it is downright insane now it is eight times. so many platform are desperate for programming. you are telling me, what is better to have paramount all in the same roof having people too worried about facebook or amazon, buying this, but when ceo bob backish came on the show, he made it clear that the nfl or actual management, how games are televised and what they looked like i don't see the stock marke

market -- it is not get to get a mark mobile. not any time soon. this makes it one of the cheapest stock in the entire s&p 500. it is totally unwarranted. this valuations exist. they make great buying opportunities. after these move, viacom, cbs and conagra are all worth buying here stick with cramer.

now that 2019 is almost over, what do we do with these beaten down names? not soon after -- before the ipo

window closed, we saw dozens of deals that were too expensive, lyft, uber and smile direct club we saw turbo charged close ending higher. beyond meat and brown strike here is the thing, as long as the balance sheet is okay. when it comes to the ipo class of 2019, most of them are down dramatically from their highs so any of them worth owning as we head into 2020 2020 vision? let me walk you through some of these names that are becoming enticing at these levels we'll start with none other than

levi's we'll fix it and post it i told you to hold off until we got a better entry point the stock plunged to $16 really not so hot. coming back to 19 changes today. at this point, levi's is still worth buying here is too enticing it is two terms cheaper. but, i like what levi's is up

to it is all the habit of beating wall street, as you know speaking to ceo chip burns and his innovation in san francisco, where they come up with a much efficient way. i think it is actually represents real inguinuity >> i tell you that matthew boss where we had on, he's the really good retail analyst over at jp morgan, he thinks it is bottom, too. he's speaking of denim it was considered to be a total brand, the kontoor brands. once kontoor started trading, i

realize a lot going for it i recommended this thing in july and it is up since 37% remember apparel seems to go up or down depending on chinese trade. what you are hearing from gap store and nordstrom and to kohl's now we deal with lyft and uber lyft waycros a disaster right of the gate it was the first day of trading. it almost opened at 100. that would have been really bad. it kept on getting slammed over the summer as it was unprofitable then we started hearing both lyft and uber were committed to reaching profitability sooner than previously planned and

sooner than when they were on the road trip. they seemed to be getting their act together and the market digested with a wave of new shares i think the fundamentals here remained intact until something goes wrong and the stock goes substantially higher we'll stick with lyft. it is roughly three times sales. i think the valuation is reasonable it is pretty terrific. then there is uber lyft had more trouble because of it i told you to wait on uber because the lock up on insider sales was about to expire. i figure it could slam the stock price. former ceo sold $2 billion in stock. when i met travis at the white

house's correspondent dinner, he was much richer than i am. local governments all over the world trying to crack down the labor practice, i mean tons. i got to say uber the stock has done an incredible job of hanging in there. consider this. it did it on the onslaught of a man who was much richer than i am i like that they are selling uber eats indian business. they were simply closing the unprofitable uber eats the stocks could soar. i still prefer lyft. next up. we got a bunch of cloud base software ipos. now, unlike the more established, some of these stocks have advanced you know what? let's just say they're still hanging out down there this is a cloud base video it is so good.

and then it peaked at $107 then the whole cloud went out of style in the wall street fashion show this thing zooms right back to the low 60s by late october. just when the stock starting to get some lyft, i didn't think so but wall street did not like it. that was a couple of weeks ago and that's why it was still stuck at 68. zoom had it almost but everyone. the best technology. i love it. i believe in the ceo, he comes on the show all the time maybe 5% in the latest quarter, the problem is zoom is still so expensive. 16 times the fiscal, of the forecast i can't buy that it is 40 or 50

zoom, i can recommend it at 68. it is just too rich for me we got to understand this, people just because zoom the product is the best, zoom the spa can be too expensive. the cloud base security place. you have a great company with incredible product the stock is too expensive from the get-go it is down 22% when the stock first opened, selling, sales estimate. still too pricey for me. if you want a more speculation position, stock down, crowd strike what else? it turned out the company was much further than profitability than we thought. it became a serial disappointer. i think you need to stay away. the revolve group. i made the error of recommending

it in august right before the growth went out of style bad. stocks pulling back from 42 in june to 17 today. certainly cheap selling it 17 times, 20, 21 estimates and that's just ridiculous this thing got great growth. it is going to be a terrific stock in 2020. revolve. maybe one of my favorites of this whole segment i am talking about. this year's ipo markets have been a real roller coaster i like levi's, i am not going to put on since it is really tight and i got the collar wrong i like lyft, revolve and kontoor, right here right now. stay away from chinese ipos. they're bone crushers. let's speak to mike in florida mike >> jim, thank you for having me on

i am calming about slack, i picked it up about 90 days ago it keeps on dumping around 2020 or 2025. i am hoping it will blank out. i was wondering if you think slack can break out in 2020 or get rid of it? >> this is the problem with slack. everybody knows it is the best product. everybody. they can't public as what i regard it being novel way where you did not have real price discovery and the company is looking over at microsoft. slack is good but it is not good enough ip, whoa, the ip market has been a roller coaster but i think the dust have started to settle. i like kontoor and lyft and uber and most of all revolve. it contributed more than 700,000 drug overdose deaths i am talking about a ceo who's behind a tool that's working to save lives

the lawyer calls the rapid fire of tonight's edition of "lightning round," stay with cramer

over the last few months, we witness a remarkable resurgence in vai tecbiotec a lot of it comes down into the rotation back into healthcare. a couple of weeks ago, how they're going to keep ongoing. let's check in with robert cramer, no relation. just kidding welcome back to "mad money." >> good to see you >> have a seat

>> i think a lot of people would think when we hear smallpox, did we eradicate that? >> it is it is one of the top biological threats that our government is concerned about and along with anthrax. we have been in this space for a long time partnering hhs and other agencies to make sure our country is prepared with response plans we give protection to people, what's going on there i found this you talked about co-prescription for people who are high risk opioid user. that sounds like every state should do that >> currently there are nine states, jim that adopted some form of co-prescription where it is essentially physicians are required to have a conversation with a patient before they give them a prescription of opioid to give them a prescription for

some type of meds. we know timely access and administration of the product like narcan is important to save lives. >> let's talk about this should some of that money go to you to make sure that people have narcan and stop having people die from this stuff >> the federal government is doing that in a less direct way with all of the state and federal funds to support the opioid epic. there was $1.8 billion, funding for 2019, much of that money is going towards procurement of products like narcan importantly it is going to education and awareness to make sure that 21 million patients who are taking some form of a prescription opioid are aware

that there is a risk, number one, and secondly they're aware of the importance of having access to potentially save their lives. >> the president talking aggressively about chinese du dumping fetanyl. >> well, you can't what's scary is there are derivatives of opioids and these kinds of products that are hitting the market that are very deadly it does not take a lot of that material to cause massive deaths and our government is proactively looking to protect folks. >> how about and another one, anthrax, still there excuse me. >> along with smallpox, it is one of the main biological threats. >> how is it possible that we have not figured these things

out? the other one -- botulism? we still have a problem with botulism >> i think our government is rightly so concerned and being prepared to protect the personnel from those types of threats and they are rightly proactively stockpiling portfolios and products in the case where people who want to do something bad. >> what do you think people's offense of taking the measles vaccine? >> probenefits immunizing people from known diseases and in

infectious diseases, while there are always risks in terms of potential adverse events, the benefits out weighs those risks. >> you know more than anyone else in the country. bob cramer president of emergent bio solutions. it is critical to keep all the people safe. "mad money" will be right back - at southern new hampshire university,

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do they take naps? only if their mom's make them. give thanks for the healthy kids in your life. donate now at stjude.org or shop wherever you see the st. jude logo. it is time for the "lightning round." are you ready? mitchell in new york mitche mitchell >> how are you queens, new york >> very close to my colleague, david faber. >> what's your opinion on star property >> it is very cheap.

good luck on sunday. i need gerald in virginia. gerald >> hello, mr. framer. >> yes >> a lot of doctors and nurses will know the stock have too many people. how do you make maximo >> i think it is terrific. it lets you know what's going on sensor technology is brilliant >> tom in new york >> hey jim >> what's happening? billy joel >> yes, billy joel's town. big shout out to my wife and molly, we all want to know what's going on with the abbvie? >> it goes higher, 100 price dollars target i need to go to steve in new york, steve!

>> boo-yah, jim, how is it going? >> not bad how about you? >> all right >> please tell me about this stock and not a broken company, idexx lab. >> it is no longer run -- i do like the these very much which is immunization pets i think that makes a lot of sense. i understand the trepidation, i am reserving some judgment myself let's go to brandon in pennsylvania brandon. oo h >> hey, jim. >> best of luck, what's going on >> a big win on sunday >> no, kidding >> the stock is beating down because i like the fundamentals. unfi >> i am not big of a fan as you are. i wish whole foods are public

yet then i would take the stock in 200 let's go to doug in new york >> jim >> doug. >> your name is jim. you are prosper. my stock is sea limited. >> that's not mine, although i do know how to do this let's go to sara in california sara >> hi. merry christmas, jim. >> merry christmas, sara >> what about pg&e >> sara, too hard. i know i am old fashion. i like to make money and not roll the dice and that that concludes our "lightning round. lightning round is sponsored by

td ameritrade. ♪ ♪

what straights the winners from the losers? the winners know how to harness their power and make better decisions. winners have gotten religious on data analytics

that's why i like spunk so much. if you want to understand this kind of theme, sometimes you have to know what the privately held start ups are doing the kind of platform that even people with no technical sophistication can use to analyze billions of data from any source in seconds. i think this kind of attestablety could be the future of the industry. let's take a closer look of the ceo, learning more of the company. welcome back to "mad money," how are you, sir >> long time listener and first time caller. >> oh, i love that >> okay, i need you first in describing what the company does, the basics and the challenges you are facing right now. >> yes, so thought spot bringing data analytics that sounds like a lot of

jargons but to understand the reason for us to exist, why we need when you have all these great companies that you just mentioned, we understand what changed the last five years, the two major changes, most businesses started collecting amount of data from things, the internet of things and from a mobile, from people. the second is the process to store this amount of data, more and more business started moving them to cloud, public cloud like amazon and google and microsoft azure. so this kind of shift is happening in data. you need new tools to make sense o f t of the data that you are collected. that's why we are doing well >> so on hulu, i am trying to

want more subscriptions and trying to figure out what drives more subscriptions, i hire thought spot to figure it out? >> two things, people don't produce contents without understanding how it is going to perform, for example, if you have a can of coca-cola, that's the reason it is there it i decision now it is decided on the view of how it is performed based on analytics. you can see that and the process is heavily influenced by the data that goes into it customers like hulu did a couple of things like hot spot. product 360. take a product and see how this product performs around it who's going to watch it. take your program, you are one of the most data driven sort of

programs in all of tv. and i am sure that you probably get reports of viewerships, right? >> i try to figure out what stocks are heavily traded and what people are talking about. >> i would love to hire thought spot, are you kidding me we talk about tesla every night. that's not what we would do. you guys would know what pops. >> 100%. every time you get an answer, you have 10 questions that come up what thought spot does well is allows the knowledge to interact with the data so you can build data driven story-telling. that's a powerful, powerful thing. every customer is looking for that sort of pesrsonalized experience from the business

>> okay, so let's go through this what happens is you are describing a business that has far fewer failures because of data they can spend $100 million and have no idea what they are doing and have a bomb. you eliminated t a lot of the bombs. netflix and hulu, they're smarter to know, they would make things like this before even when they made it. >> i want to be clear about this i believe there is place of the left brain and the right brain the intelligence and the creative brain that comes together that's why thought spot is so powerful, a director, a four-hour movie released oiphone on netflix and a lot of people are watching it on iphone.

his interpretation of how a frame will look like, he still values -- it is extremely critical in the business of making imagine that person does not have -- i have been in the business of creating movies for the last 20 years. now i can also interact with how the data is going to be without having to go through a middle man or a middle woman. that changes the game. what we are troying to do is bring those together >> i am listening to you and i am thinking i want to own a share of thought spot. when can i do that you are the left brain and the right brain merger, i got to have it. when you got a nice valuation you seem like you are a real company. you want to get on the plane and smoking pot to israel. >> well, life in california. that's uncalled for. prior to coming to thought spot,

it was one of most memorable experience of my life. >> we like that. the friends of the show. >> yeah. >> well, when are you going to come public? >> the reason i mention that because one thing i realized about going through that process is when you go to public market, you better have predictability in your business what we have done is we have some of the teams and we have the product market fit but almost all of our customers are in global 2000s. more than 30% of the global 50 are customers, apple to walmart and cisco and service now and exxonmobil and verizon and all of them. with them, the challenge is it is a large -- at the want to make sure that we stack them in a way that we predict them having gone through the journey once the thing that i am most focused on is making the business more predictable.

when we go out there we can deliver which is necessary. >> we'll leave it like this. i produedict that you will havea great stock and great company. how about that good enough? >> fantastic that's the ceo of thought spot i find this stuff so compelling. i hope you do, too i hope you do, too stick with cramer. yeah. yeah me too. don't worry about it, we'll figure it out. i'll see ya in there! just ok is not ok. at&t has america's best network, now with our best plans, at our best prices, starting at $35 a line for 4 lines. new from at&t. apps except work.rywhere... why is that? is ibecause people love filling out forms? maybe they like checking with their supervisor to see how much vacation time they have.

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i didn't mention impeachment, tesla or apple. impeachment, tesla and apple today was a good day for the semiconductor. it was a total read-through for micron nvidia and second is amd i think this group do have legs. right here on "mad money." i am 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 healthy version of america's favorite beverage. ♪ my name's dan mackey, and i live in sausalito, california. i've created a healthy alternative to something americans consume in huge quantities. i have a few teachers in my family,