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tv   Mad Money  CNBC  August 20, 2020 6:00pm-7:00pm EDT

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stay in that trade >> mr. adami >> i think lyft will get some tailwind november is a long time away >> there you go. thanks for watching "fast money. "mad" with jim starts right now. take care. 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 some money. my job is not just to entertain but to educate and teach, put it in context call me 1-800-743-cnbc or tweet me @jimcramer from far away, this market looks like a beautiful patch of grass. but when you get closer, you
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realize that this lawn's full of weeds and dead grass and bugs and -- a golf ball okay, this is what the market is really about not this, but this see how the averages rallied again today, the dow inches up 47 points, s&p advancing 2.3%. the nasdaq gaining 1.06% but almost 3/5ths of the stock in the s&p 500 are actually down for the year we're in high territory because of the other 2/5ths up a lot here's the real economy. the truth is, the weeds are more representative than the healthy patch of lawn, and in many ways it's getting worse, not better, as the weeds begin, i think, to infect the nice part but when you look at the whole s&p, you can't see the weeds
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you see, they're obscured by tech companies with big gains. who wants to talk about the other 291 stocks that are down for the year when you can focus on the incredible runs in amazon, microsoft, apple, facebook, alphabet it's a lot more fun talking about tesla, up 378% than talking about gm or ford down 27% and 21%. tesla has about 50,000 employees, but ford and gm employ many more people, so they're more important to the economy. i know i keep harping on this that we can't see the damage covid is doing to the economy because it's so concentrated in small businesses that can't trade. i love facebook, etsy, paypal,
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all of which are in this gorgeous patch of grass right here, okay because they've all gone all in to helping small businesses go digital. but this can't be solved by the free market, no more than the free market can beat covid many of these smaller operatives are destined to the wonder it was so close. the republicans and democrats couldn't come up with a deal before congress went on recess the gop will feel emboldened after feeling these blowout numbers from target, walmarwalm, home depot they're saying enough is enough. and you know what? the last run of stimulus absolutely would have been enough if this were a normal downturn but there's nothing normal about it everything's been turned upside down there used to be a lipstick index, which measured consumer
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spending sales of lipstick would spike as women looked for ways to look extravagant. but who wants to wear lipstick when you have to wear a mask not many people. we have a bizarre situation where some companies are doing very well rngs aand now you can remember them. but a lot of companies are getting crushed. i asked stuff for weed this is the only weed they can find tonight, i want to ignore the healthy grass and focus on all the weeds, the stocks in the s&p that aren't working at all when you focus on ten of the worst performers in the s&p 500, you know, some of it is darn obvious. remember cruising? yes, cruise ships. oils pipelines. retailers. airlines real estate investment trusts that own office space. and banks.
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when you think about it, maybe it's not such a big divide between wall street and main street after all wall street knows these industries are in trouble. the real divide is ben dijtization and everything else. we always get caught up arguing about whether this is a u, v, or w shaped recovery. i said we had a v-shaped recovery in the stock market, not the economy. after looking at the weeds, though, i think we need to rethink the whole terminology. it's not the letters it's like an entire alphabet of pain if you work or had a job at norwegian cruise or carnival, you aren't feeling a v or u or w shaped recovery. you're feeling a t economy, straight down after being flat if you're in petroleum, you know
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what you're in a y economy, as in why would you be so stupid as to double down and pay for petroleum. if you look for cody or kohl's, you are in the m economy and if you work for american airlines or delta, you o're in c economy. you're not going to close that gap any time soon. how about simon properties, the biggest owner of mall properties i call than an x economy both lines grounded down because simon is trying to get out of their deal on a mall they tried to acquire before the pandemic timing is everything finally, there's wells fargo, down 56% for the year, where you were hoping and praying we would merely have an l-shaped economy for them maybe it's a sagging l, maybe
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it's someone with bad hand writing. once you go through all the decliners, you realize it was a tale of two cities, the best of times, the worst of homes. it was the spring of home, the winter of despair. we had everything before us, we had nothing before us. the page of covid is not totally isolated, there are a lot of larger businesses experiencing their own terrible cycles of pain the market is flu losers they're just not big enough to off strength the stocks making a fortune right now. it's easy to say don't worry about it one day we'll get a vaccine, just let the weeds grow. they're not big enough to take over the lawn. but it's beginning to look like a mistake. the losers represent a lot more jobs, and if you want the economy to rebound, those jobs need to be protected unemployment is too high, it's too high, period these ten underperformers are
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examples 281 losers in the s&p, with similar characteristics, and they desperately need more stimulus in the end, a weed choked patch of ground, and a handful of tech names and big box chains the v-shape that everyone is hoping for there's some on the green here, the bull market in housing that's for real. i think stocks like whirlpool are doing fabulous that could be a sleeper. it's like a running back you get in the fifth round that gets a lot of touchdowns. i'm thinking fantasy or stanley black and decker is really good. i like sherwin williams. there's finn tech, who doesn't love paypal or square? but when you get down into the weeds of this market, what you see is that there are a lot more
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losers than there are winners. that's the nature of the covid economy. and now there's no one in washington willing to play gardner. maybe there's only a matter of time before the weeds overrun the entire patch joe in california, joe >> caller: boo-yah, jim, from the sweltering mohave desert >> my daughter went there a couple of years ago, it was 112. how are you holding up >> caller: it's not too bad there's new blood on the board and my girlfriend hates these stores, but my question is, should i love them the stores are big lots -- >> your girlfriend is right, they are hideous but they're trying to turn it around if it goes down, you buy more. because there's a lot of people circling that thing, saying come
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on, we can do better i like that. i'm glad you have the aspect about the heat let's go to bruce in california, bruce. >> caller: bruce in california, hello. i entered the brokerage entry in 1982 where the buyback, what is your look on intel? >> intel buys back stock, nvidia dreams dreams of what can happen in the future. intel counts pennies nvidia prints billions of dollars in transistors sell intel, buy nvidia david? >> caller: hey, jim, i know the market is falling out of love with brick and mortar retail nordstrom can fulfill their own orders from stores what do you think? >> pain.
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a lot of pain. it's like kohl's the comps were like, see, we're okay, we have some cash. and wow. and i think that nordstrom, maybe it goes up a couple of bucks and the pain starts all over again, because they are brick and mortar in an era where people don't want to go to brick and mortar when you get into the weeds of this market, there are a lot more losers than winners so you know what you've got to tread carefully when you walk on the economy on "mad money" tonight, salesforce is suspending its work from home policy until july 2021 i'll talk about the implications for the overall market then how a leather jacket and dream have made nvidia what intel was in the '90s. and when millions have been forced to work remotely, could
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it be worse with ping identity i've got the exclusive, so stay with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer #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. woman: my reputation was trashed online.
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opec's got oil prices at $42 important? i don't know that's where most u.s. producers can survive. fed may be weaning us off the credit binge you know what the biggest story of the week was? something most people didn't notice at 4 p.m. yesterday, salesforce extends work from home until july 2021. maybe they're just being cautious remember who runs salesforce, though he understood covid better than anybody else in silicon valley he was the first to call for a chief medical officer. he's been the biggest advocate of wearing masks, something i can attest to personally he joined me in our mask contest where more than 600 teams are competing to design a more wearable mask. there's a million dollar prize check out xprize.org/mask to
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participate. he hoped the wide adoption of masks would cut down on cases. so when you see salesforce say let's keep working from home, it's discouraging, or at least discouraging if you are, let's say, not in the business of making it so there's a home office here's the implications. if you know you won't be returning to the office for 12 months more, then you better believe that you will have to build an office at home. so now if you live in the suburbs, that's a problem. maybe you convert a bedroom or a den or if you live in an apartment in the city, guess what you're moving out. if you move to the suburbs, you might be attempted to buy a new home if bennyhof is right, the timeline sped up if you thought zoom and nvidia was done going higher, think again. we know salesforce is trying to
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get large deals done these days you have to do it all from home. that's zoom. next year it will be incredible when we make the leap to 5g. third, if the stay at home economy lasts through jurl, tl e airlines are in trouble. fourth, cybersecurity is paramount. packers now have the run of the joint. when you work remotely, you're at the edge of the network, which is hard to protect which is why i keep bringing on cybersecurity companies. sixth, the food stocks just got another boost. the real estate investment trust, ouch. if they stick to the schedule, a lot of companies might not renew
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the leases or hold out for lower rents. they're now uninvestable and the longer we're stuck at home, the more people remodel and refurnish and refurbish. that's great or at homers, it's terrific for wayfair if you thought these stocks peaked, think again. money managers are trying to spot short-term fads the stay at home economy is supposed to be a fad salesforce told us it's the new normal if they're right, we're not halfway through, and given their track record on covid, i expect in other companies to follow suit stick with cramer.
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years ago i renamed my dog nvidia and i have never
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regretted that decision. although it's been a confusing decision for the dog i've said over and over nvidia is to this decade what intel was to the '90s. a semi conductor company that's essential to the new world order in technology. their chips power the data center, artificial intelligence and high-end video game graphics i used to think nvidia owned the future, but that future is becoming the present that's why we own the stock for my charitable trust. and that's why nvidia, my dog, has a pass to nvidia's spectacular santa clara headquarters the company was doing great before covid, but we've packed maybe five years of digitalization into the last six months so when nvidia reported, no surprise they knocked it out of the park
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this thing was under $300 precovid, and it is now in the $480s. and sure enough, the stock sold off in after hours trading even though nvidia delivered a tremendous top and bottom line and even though the analysts climbs all over themselves to raise it, even with all of that, some clowns decided they had to sell the news, yes, they had to do that. see, they had to go buy it here yesterday, when i was saying don't jinx it. and then they had to sell it here why? because they're dumb as a bag -- they're dumber than this beast, which is really saying something. that's a very low bar. they figured nvidia is priced to perfection, and while this
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quarter wasn't exactly perfect if you thought about this for more than two seconds, you would have realized the business is just the flip side of the company -- when we talk this, we mean companies that operate at their own offices. guess what the offices are closed right now. but here's the thing, and this is why vid stock turned around at $945, the on-premises business is the past look at it like this the opposite is the cloud. why build your own data center, just use high-speed internet to connect to a gigantic warehouse run by the pros. serious companies don't even use on premises software anymore why invest when the cloud is so much cheaper, more efficient and much better to be able to get data from? we know that, because when you
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stop focusing on this one little subdivision, nvidia's data center was on fire, up 176% year over year. they realized years ago, that you can use these same chips to provide computing horse power in the data center. they are much faster and more powerful than traditional microprocessors, and this is the first quarter when the business was bigger than gaming i was shocked when this happened nvidia is a straightforward story. data centers are the back bone of the cloud thanks to covid, the cloud has gone into overdrive. we are in the middle of the fourth industrial revolution, the digitalization of everything, and there's no going back the pandemic is merely accelerated the transition, and put a lot of distance between
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nvidia and everybody else. but i don't want to make it sound like this business just fell into their lap, no. they've been planning this for years, under the leadership of the company's ceo. an underrated talent and a chief executive. why does nvidia own the data center now because they planned ahead and more importantly, invested so heavily in innovation, in engineers, in brains these guys have the smartest people out there on the conference call, they talked about the new chip, the a-100, which boosts artificial intelligence 20 fold she described it as -- >> now, get this you've got to get your head
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around this. they can fit 54 billion transistors on this thing. the most on any semi conductor in history i said, i'm going to come out here and i'm going to say 54 billion, but i know it's probably 54 million, so i better check it out so i called them i said it's 54 million, right? they said nope, it is with a b, 54 billion transistors a huge part is artificial intelligence the big thing right now is deep learning, getting computers to understand speech, where an entire text or video, and using that information to make recommendations to people in a correct fashion. there are trillions of videos on the web. you need ways to recommend them, both the news and just the amount of information that is in true dynamic form, require these recommenders to be instantaneous. you see that, the recommender,
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that's a prompt. these guys have the chips that make it work the thing about this deep learning stuff, it requires a ton of horsepower. to actually deploy these a.i. models, you might need ten to a thousand times more computing power, which means more processors from nvidia and no one can touch them. we know the pandemic has been fab mouse for gaming people have nothing else to do and if you want to play the best games on the best settings, you need the best hardware that's why gaming sales are up 20% year over year the largest gaming platform is the pc, which belongs to nvidia now. game developers are going all in on photo realist is iistic graps they look better than reality at this point i've been rapturous how good the games look, but do you make them look more real than reality?
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it wouldn't shock me it's a phenomenal quarter but not perfect. you had some weakness being hit by covid there's some covid out there but they'll come back once we beat the virus nvidia's core-end markets are absolutely on fire i think it's worth keeping in mind vid has a partnership in mercedes, using nvidia's technology in 2024 i know it's not tesla, it's just little old mercedes, but i'll take it. you have to remember they never stop thinking about the future speaking of the future, the company is holding an amazing special event on september 1, where there will be some surprise announcements related to gaming. that could be the next catalyst. i only have one problem with nvidia the stocks had an enormous run i wish the idiot pajama traders had succeeded in knocking it down a little longer
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19 firms boosted the target price this morning, 19 nvidia blew out the quarter, and if you don't own it, be prepared for the next dip the next time nvidia comes down, you need to buy. jack in ohio, jack >> caller: thanks for taking my call, jimmy. i lo the stock is pulling back with apple going in the right direction, do you think it's okay to add more at this time? >> which stock >> caller: sky worth >> liam griffith is doing a phenomenal job periodically people think he doesn't have the best 5g technology, and periodically people are just dumb as chowder heads. that's when you have to pounce
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this stock, it was a little bit higher at 95, we loved it at 65, we loved it if you go back and look at the tape, we liked it at 5 when david aldridge was the ceo let's go to nancy in florida, nancy. >> caller: hi, cramer, thank you for taking my call >> of course what's up? >> caller: i want your thoughts on coherent. this stock has tumbled from 170 in january i'm not sure if i should continue to hold or sell it. do you think it will bounce back >> it's laser, it's all the things that are so hard and that people, they make -- it's too hard to own. now, can we wait for a bounce? i don't know i would sell some. because this is an industry that's always rapidly in flux. that's why i never recommend anything in that segment
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you need to own the stock of nvidia the dog of nvidia, he's 13, he's not doing that well. he's got a really bad cough that's nonstop but that's -- well, when you have a rescue dog, that's what you have to do next time this comes down, buy it much more "mad money," with more hackers targeting home networks, identity security is critical. i'm eyeing ping identity and internet traffic is way up how is it tackling the work from home reality in its 22nd year? i've got the ceo and all your calls on lightning round. so stay with cramer.
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is it time to circle back to ping identity? this is a cybersecurity play that came public last september. they handle identity and access identity identity management is more essential than ever. businesses need to ensure that people logging in from all over the place are who they say they are. so ping's stock is up 40% since we last spoke. but it's been pulled back from its highs. ping reported a quarter that was good, but not great. while they delivered a solid top and bottom line with major new lines, the forecast for the next quarter came in a little lighter than some of the analysts were looking for. management was being conservative, though, so it may make sense that the stock is rebounding let's check in with the ceo of ping identity holding, and find out more about the company welcome back to "mad money."
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>> great to be here, jim thanks for having me >> andre, let's say we got kids and paying $85,000 a year to go to college and they're told, we have an incident of covid and they're coming home. how can i be sure that my kid is in, and how can the school be sure that everybody is paying and that people are who they say they are >> jim, it's one of the biggest problems we have as a society today is really making sure that all of these digital interactions we're having are taking place with the people that we think we're interacting with it's literally universal and more than ever, we're doing everything online. we're doing telemedicine on line we're doing remote transactions, financial transactions with people it all breaks down if we don't know who we're talking to. so what ping is doing is making sure we provide the tools to
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serve customers to provide better experiences, to make sure employees can get access to the resources they need. >> when i think about it, i didn't get much time to talk about it, which is this concept, you can't secure what you can't identify i mean, that's common sense, correct? >> yeah, that's right. it all starts there. you know, it kind of sneaks up on you a little bit. it's so obvious when you think about it but we take a lot of identification today for granted. we as humans, we've been designed to recognize people in the digital world, you don't have any of the same cues that we had in the physical world so we're ultimately re-creating in the digital world all the mechanisms to provide an assurance that you're dealing with the person you think you are dealing with >> because of this, it is a new
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problem, i thought it was interesting in the most interesting conference, people say who are you replacing? you're replacing technology 15, 20 years old it's not somebody that just got in a year ago. >> yeah, that's right. enterprises have been doing identity based security for some time, but it wasn't the center of their security construct. we lived in a world of big motes and bigger calls, the castle of security put everything of value behind a wall and somehow it's safe put the unknown bad actors on the outside, presume that the good actors are on the inside and everything is great. but the world we live in now doesn't respect those walls and everything of value is now outside. so we need a new security paradigm we need one in which people can work from anywhere we have a reality in i.t. that the applications we're accessing are? the data center.
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we also have cloud applications on the other side. we just want to make it easy for end users to do their job. authenticate once, get access to everything you need access to. that's the new paradigm based upon strong identity >> we had a number of the companies on that say they're doing what you're doing. now, 13 of the 15 largest banks, 8 of the 10 largest bi pharmas, 5 of the 7 largest retailers are all you. but you must work in conjunction with other companies i know we have too many of these other companies that say they're doing the same thing, and yet it looks like you have everybody locked up. that can't be. >> it's such a large market. as i said before, we're only securing everything and everyone everything and everyone. and so the truth is, there are multiple market segments it's different the solution here looks different for the s&p market than it does irprise
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there's nuances depending on which identity type you're securing are we securing the workforce and employees, are we securing partners, customers? in the future, we'll secure things and the use cases of identity are actually pretty sophisticated. and so no one company can do it all. we tend to focus on the segment, the large enterprise these are big, complicated, hybrid enterprises that have really challenging problems. if identity doesn't work, the company doesn't run. i was just on with a large mortgage provider about an hour ago, and that was the quote. the ping goes down, the whole company goes down. so the need of these large enterprises is fairly unique and we've cut our niche. >> on the last conference call, you talked about how deals are -- you say some delays in deals. that could be either because of covid or are they matching your
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programs against some other companies and that's what is taking longer? >> well, we had seen the trend really for years where our deals were getting larger. so every quarter towards the end of a quarter, we would have a program of our deals, which was fantastic. but you don't shut down the entire globe for a quarter, and have no impact so the truth is, many of the enterprises we serve, and -- were well diverse across all verticals. but the truth is, many verticals are experiencing, you know, business slowdown as a result of everything shutting down and as a result, as you would imagine, they wouhave a lot of scrutiny on the projects they're moving forward with all of these projects. we just seen a trend in the last five months or so, where they're having to break the large projects up into phased projects so all of these completed are moving forward in a phased approach but it does mean once where we might have enjoyed some
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percentage of our deals being large deals at the end oh of the quarter. now those large deals are being phased >> fair enough i want to thank you for the ceo of ping identity good to speak to you again, sir. thank you so much. >> thank you, jim. >> "mad money" is back after the break.
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it is time it's time for the lightning round. [ indiscernible and then the lightning round is
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over are you ready, skedaddy. time for the lightning round let's start with david in illinois david. >> caller: hey, dr. cramer, how is your summer going >> david, it's been excellent. and how have you been? >> caller: i've been great jim, it's not the missing link, and it's not sasquatch, it's yeti >> i love yeti i'm not kidding. people have been shorting this since '16. yeti is better than ever it's such a good company and the brand keeps getting extension, extension. let's go to tony in new jersey, tony >> caller: hey, jim, how are you doing? >> well, how about you >> caller: good, good. is it a good time to buy underarmor's stock >> it's a heartbreaker the thing is a heart breaker they still have to get that inventory under control. i am not going to tell you to sell, i am going to say i can't -- i don't know. i have not lost faith, i just
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would rather have you buy nike let's go to lee in florida, lee. >> caller: hi, jim cramer. boo-yah. >> boo-yah >> caller: i am asking you about ncix i can't find anything wrong wit. >> they do like central nervous system, depression that's a very hard area. almost everybody fails at it, so i'm going to take a pass let's go to bo in florida, bo. >> caller: boo-yah, jimmy, coming to you live from florida. this stock looks like it's forming good, what are your thoughts on ooma >> i looked it, but it's small business now i have to double up. when it's small business, i have to worry what can i say rick in new jersey, rick >> caller: hello, jim. how are you doing? >> doing well, rick. how about you? ready to do some gardening what's going on? >> caller: i got one for you here
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it's ticker cntg >> oh, man, that -- i don't know we're going to have to some homework let's go to tom in pennsylvania, tom. >> caller: jim, how are you? >> doing well, tom, how about you? >> caller: all right, thanks listen, i wanted to know what you thought about bowing >> look, you hold boeing it's got to get better look, there's a lot of good news coming from boeing i can't tell you to sell it any more, but don't get excited about it, because in the end, all of these airlines are in trouble. how about norma in new jersey, norma. >> caller: hi, jim, norma from matuchen, new jersey right around the corner from you. >> i won a big tournament at st. joe's there. crushed the other girls. it was a girl's soccer team. >> caller: i look forward to
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hearing your take on the market at my breakfast table each morning, and again at nighttime, jim. so my question to you, what advice can you give me for the future of the stock -- >> that was an amazing quarter this has been an incredible stock. bj's has been nothing but net. i always liked them. that quarter was terrific. let geese to josh in new york, josh >> caller: boo-yah, jimmy chill. how is it going? >> what's up, josh >> caller: big-time fave i'm a new investor, just read your book. i've got to ask you about bank of america >> okay, look, these stocks represent the small and medium sized businesses they are the way to look at them, and therefore i can't recommend them right now
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and that, ladies and entlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade ♪ ♪ ♪ ♪
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here's question people want. they want to know is there a way to bet on the tech stocks that dominate the covid era without creating a lot of fear many of the covid winners are expensive, unprofitable and at the mercy of momentum traders. take akamai technologies, the largest cloud based delivery platform for companies that strea contempt over the web, whether we're talking video or gaming or mobile commerce or smart manufacturing, akamai makes it all run smoothly with a built-in security franchise to boot and they have been around a long time akamai just turned 22 today. we know the business is on fire,
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because they reported a fabulous quarter. they have a stock that sells for just 20 times next year's earnings estimates 30% earnings growth. even though the stock is up nearly 30% for the year, it's got more room to run let's talk to the co-founder and ceo of akamai to learn more about how the company is doing happy 22nd anniversary and welcome to "mad money. >> thank you very much great to be with you >> i've got to tell you, it is a joy to have you on i remember when the company came public and when it started i started the street.com and i realized there's only one company that's really going to dominate this industry, and it's yours. here we are, 22 years later, and everybody else is pretty much gone and you're still here doing better than ever whatis in the dna to make it t go 22 years?
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>> we're unique in our edge platform, our ability to really do edge computing on servers located in 4,000 places close to the billions of end users in a thousand cities. so we can deliver a great experience to end users, and we can make it be secure. >> so, when we discover covid and we're shutting down all the retailers, and all these companies have to go online and they have never been online and they have to deliver a product that makes it so you try it at home virtually, do they go to you and say can you make this happen for us? >> sure. we work with pretty much all the world's major commerce companies, literally almost all. all the worlds's major banks and they've been customers before. with y it's more important than ever because business is online now
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>> i watch every nba, mlb.com. i think these eat up a huge amount of band width are they your clients? >> we work with netflix. we're much more diversified today. so there's no single, really large customer lat foplatform >> i always -- they're remarkably fast. come 5g, will we need a tv >> you'll have a device always i think 5g is a exciting technology for the future. the whole paradigm of the web could be changing. we already operate an iot
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platform for -- we have dozens of customers that are -- the protocols are all different than the web, and they are a lot more efficient. the paradigms are different. i think that's an exciting part of the future is the web >> i know that if we had been six months ago, i would have talked to you about this fantastic forree into security where you're the dominant security i've got home entertainment, e learning, online banking, home delivery, logistics. i mean, these are all businesses that could run for many years that just happened in the last five months. >> oh, yeah. no, it's -- there's definite tail winds here, and it's a good reason why our profits are up 30% year over year we're really pleased with our operating margins at 32% it enables us to have the firepower to invest in
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innovative new technologies. like we have done with security to propel the business forward >> how about gaming? i was talking to nvidia last night. almost everybody is doing a refresh. everyone needs to download the stuff that's going to be akamai too, right >> yeah, we carry the large, large majority of all the software updates really for all the major players around the world, and there is a lot of traffic there there's no doubt about it. of course, we help them manage it in a way that's friendly to the internet i think without akamai, you would have a hard time doing that because we're unique in providing that update in the local neighborhood, close to the end user, so it doesn't clog up the pipes. >> this is important, because i think there are a lot of people that are still -- the analysts seem a little high about them. they're talking about, did they renegotiate a contract with the top six? was there something in india -- they're not thinking big enough. if i didn't know akamai was 22 years old, if i knew akamai was
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22 weeks old, your stock would be selling at three times what it's selling for it's only because of the history that it's such a bargain and opportunity. >> yeah, i think that's true you know, there is a lot of potential for growth when you're in our scale, it's actually impressive how much we are growing at our scale and the profitability we have. you think about it, just in the last year, we've increased revenue more than the entire businesses you referred to earlier. you take the entire business and we have grown one of them in just the last year >> that's why i love your stocks so much. to me, it's the cheapest way to play this, but also the most sure, which is what i want i want to thank dr. tom leighton great to see you on "mad money." >> thank you very much >> dr. leighton is the ceo of sk akamai technologies. it doesn't have to be expensive, it can be safer.
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it can be akamai maybe this is the best way to play this entire digital revolution stick with cramer. en their growy meant growing expenses, our agents helped make saving on insurance easy usaa. what you're made of, we're made for. usaa as business moves forward, we're all changing the way things get done. like how we redefine collaboration... how we come up with new ways to serve our customers... and deliver our products. but no matter how things change, one thing never will... you can rely on the people and the network of at&t... to help keep your business connected.
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if you like nvidia, and i need you to do this. i need you to go listen or read the conference call. it's a hard story. that's why a lot of people get it wrong, because it's very difficult to understand. don't be one of those people who buys and doesn't know it i like to say there's always a bull market somewhere and i promise to find it for you here on "mad money. i'm jim cramer and i'll see you next time
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>> 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." ♪ first up is carmen lindner, selling a delicious new twist on an old camping favorite. hi. my name is carmen lindner, and i am the founder and c.e.o. of gotta have s'more.
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i'm here seeking an investment of $75,000

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