to you, look to c.j. buy. >> have you seen the downgrade thc is breaking 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. to cramerica to educate and teach you call me at 1-800-743-cnbc or tweet me what j@jimcramer let's just say we don't get a

stimulus bill. what happens if washington lets us down again and millions of people, especially in the hospitality industry, find themselves struggling to put food on the table? does that mean we should use a day like today where the averages went up dow gained 122 points. s&p climbed 0.80% to sell everything into strength not so fast. like i say every night at the end of the show, there is always a bull market somewhere, and even without a stimulus package, we've got a whole bunch of them that should do just fine as a matter of fact, there's a lost of breadth here first, the relentless bull market in housing. you can think tall brothers, dr horton, these companies are huge kinc covid winners. when you're stuck working from home, your housing priorities change who wants to live in a tiny apartment in the city to save time on your commute when you have no commute. this is the zoom economy, people you might as well move to the

suburbs or the country where you can have more room that's why the demand for the homes is far outstripping the supply i kept thinking that mortgage rates would inevitability rise because the economy is on the rebound. told you again and again, but most recently committed to keeping rates low for a long time, particularly if there is no stimulus. so you've got a real safety net here as long as the home builders keep running, everything that goes into a house works, too so tools stanley, black & decker. appliances, pick up whirlpool. furniture, aaron miller. or weiayfair there is costco, lowe's and home depot. i like every one of these. your home isn't just the place you live and work, right in the age of covid, it's also an entertainment center. if you want a home theater now that the real theaters are dying off, well, that's best buy

the second bull market is related to the first one the remote work tech stocks. when we first went into lockdown we didn't know what to expect. it was supposed to be temporary, right? a month or two of zooming and then we go back to normal. turns out it's more complicated than that. the whole cyber security cohort gets a boost my favorites -- it's not just security, though, cloud-based software was a great way to boost your business, but now it's become essential. can't use old fashioned on premises software when everyone's off the premise, so cloud facilitators are getting more business than they ever imagined salesforce.com has seen a dramatic increase in orders, eventually part of the work.com cloud. that shows companies and local governments how to reopen safely and efficiently. i think ceos who try to reopen irresponsibly will ultimately find themselves in hot water because salesforce has found out the best in class way to pull

this off they don't want to be on the wrong side of angry, sick workers, or more ponchlt, their lawyers. this new vaccine an the that they're taking about how to do that right oh, boy, they thought stuff stuff through. those are really the obvious bull markets that work without stimulus now, let's go into something that's got a little less public exposure that isn't talked much on cnbc. number one, under the radar bull market, last man standing restaurants. we need the stimulus package because so many terrific smaller restaurants simply can't stay alive with these social distancing rules and worry about the aerosol spray from your mouth. i know my restaurant couldn't. the collapse is ongoing. and, look, we need social distancing, but it would be nice if the federal government forked over some money to soften the blow the flip side of all these smaller players going under is the chains can take over the whole industry i love wendy's, that stock's been a huge winner for us. i bet it keeps running i'm not opposed to the sales we

just saw from mcdonald's which gave us something i never expected, a rare upside surprise preannouncement from mcdonald's. now, some of that is last man standing effect and they do have great coffee, by the way, versus a diner. some of it is the series of delectable desserts. this is the oreo mcflurry, okay? this reminds me of really good dairy queen. roped in travis scott to promote the brand with the tremendously successful travis scott meal, which is really just a combination of other meals how about this, spicy mcnuggets. do you know it's the first time since 1983 they've changed this? this is a very, very popular item i keep waiting for mcdonald's to embrace beyond meat. i got to tell you, that thing is going to keep going higher you know what's really driving it walmart sells beyond meat. i see those stocks moving higher i think young brands will ultimately benefit from the last man standing effect because the

food is just not that great. we have dominos pizza. people seemed bum about rising costs. i say why not reserve judgement until we hear from the horse's mouth. the ever-present chipotle grill, i think it has more room to run. starbucks still way off its highs and represents a great bargain. the next quiet bull market, well, this is an odd one no one's talking about. parts of apparel now everyone knows that lululemon's doing well, right? nike you don't need me for that maybe for others levis. had them on the other night. i thought he told a great story. this acronym called l.a.g., l brands, american eagle outfitters and gap stores. i love the sum of the parts stories like l brands tend to

creep up over time and then boom third, cars. used cars may be the hottest under the radar bull market in our country right now. think group 1 auto shock the other day. lithia motors. i only know this because my daughter lived in lithia, a town in oregon. carmax, they come on tv a lot. so does autonation and carvana we don't care where the stocks came from, we only care where they're going to they're going to used car heaven thanks to the pandemic everyone's turned against mass transit and car pooling. it's too risky drive people to buy used all these used car places are roaring. i like sophisticated car parts like semi-conductors marvel, on later in the show fourth bull market, all right, it's not exciting. but you know what? these don't have to be exciting. they don't get talked about on tv because they're unexciting.

it's packaging and not just because there's a lot of amazon. the supply of package's going down we got a fabulous bull market in liner which my father used to sell and cardboard and to the lesser extent, the heavily indebted westrock. another boring one, agriculture. so strong, i don't care if you buy the seed and crop protection companies. the old spinoff of the dow dupont or the equipment makers like deere which is just on fire and agco we've had on so many times. these all work, people don't forget the former chemical companies who have had some big moves. the ppg announced a better than expected quarter and the stock jumped when the chemicals are strong, you know what you want to own? railroads. you think they ship this by truck. let's make this real easy. norfolk southern just preannounced see the numbers here

really good numbers. i bet union pacific has much more upside. there are plenty more bull markets that don't need any more stimulus some are obvious some are off the beaten track. as long as the pandemic is with us, i think they can all keep chugging along main street may need a stimulus deal, but wall street can do just fine without one. so can your portfolio as long as you focus on the bull markets that don't need no stinking bailout. john in new york john >> caller: jimbo, from melville, long island, buddy >> oh, man, i used to go out with someone from melville that was -- i had hair then. what's up? >> caller: july, the ceo of mattel on and said he had the number one card game, uno, taking off during the pandemic i want to know your thoughts going into earnings what you see of mattel? >> i actually am encouraged about mattel

i think 89 is doing very well. it wouldn't surprise me at all if that stock continued to go higher remember, this is a strange time people do things with their families like games. it's fun i do stuff with my family now rather than just sit home and work i like work more than my -- i like working, but, hey, let's go to sam in massachusetts. sam? >> caller: hi, jim cramer, how are you today? >> i am good how about you, sam. >> caller: i'm doing great since we run in different circles, jim, and i got you on the phone, i'd like to take a second to thank you as an action alert club member. >> fantastic we've had some good ones lately. >> caller: awesome, awesome, awesome job. through the years how you raised millions of dollars for charity. >> thank you. >> caller: i've seen how you do it. >> thank you i don't talk about it, i grew up if you talk about it, that means you ain't doing it only the blowhards talk about the charity, right >> caller: that's why i'm here

i want people to know what a great, great american you are. >> i had great folks so how can i help, man you're very kind you're very kind. >> caller: thank you for being a great american. >> thank you. >> caller: i was hoping to get your thoughts on unity software, which as you know creates 3d virtual reality content and a lot of the mobile games out there. >> sam, they're the real deal. i am not kidding of this crop of new companies, they are the real deal and, you know, i got to tell you, you and i don't travel in different circles, we read the same stuff that's john. he had a little trouble at the end with the "star wars" game, but john's money in the bank he's like you and me, all right? anyway, i like unity okay there's always a bull market somewhere, people. with or without a stimulus deal. we got to stop fretting. i want it for people, but that's the -- i got something that beats in there but i also recognize i am a dollar sign represented by a man on "mad money" today

i'm serving up the deep dish on today's decline in dominos and remember, i like the tom toe pie no cheese. they have a button, no cheese. just press it. don't miss my exclusive with the ceo after this report. i got a fair bit of flack for the fisker deal. i'm talking with the ceo of marvel technology. you seen that thing? what a horse so stay with cramer. 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 1-800-743-cnbc miss something head to madmoney.cnbc.com.

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♪ what the heck just happened to the stock of dominos? this pizza chain's been a huge covid winner but today its stock tumbled $30 or 7'% given that domino's was up more than 45% year to date going into the earnings and rallied from $10 to $400 since we first recommended them on "mad money," hey, maybe some profit-taking was inevitable delivered 17.4%. i'm going to repeat that because it's incredible. 17.5%. wall street only expected 13.9%. i've got to tell you, that part of the equation was so much stronger than i thought. there was nothing wrong with domino's on the revenue side problem? profitability. a 30 cent miss because of covid-related spending and also higher food costs. so was this a short-term blip in

terms of orang-- the ceo of doms pizza had a better read on the quarter. mr. allison, welcome back to "mad money." >> hi, jim thanks for having me again. >> i'm a revenue guy when it comes to domino's. i say i don't know how much it costs them, but in an era of covid, they are making a move and it will not be repealed even after the pandemic's over. if you tell me on the other hand, look, jim, no, i misjudged the costs. the costs are going to be up this is the new normal for us, then i will restrain my bullishness. which is it? >> well, jim, it was a terrific quarter for us on the top line, as you noted, with 17.5% same store sales growth in the u.s. and a great quarter in the international business as well and the reality is, you know, it's just more expensive to operate. you know, in the coronavirus world that we're living in now, you know, as a restaurant owner, you know as well, you know, the

costs around protective equipment, around cleaning supplies and also, you know, jim, we're really leaning in, you know, to support our front line team members with pay and enhanced sick pay policies as well combine that with a, you know, a cheese price increase over the course of the summer, and we saw some cost pressures, you know, in the short term. but over the long term, you know, we're continuing to focus on driving that top line you know, some of these covid-related costs will certainly abate over the long term that's really what we're focused on, taking the opportunity to serve our customers, take care of our team members and position the business for thatlong-term growth. >> yeah, these are the kinds of things, for instance, if you had asked me what to think, i would have said, okay, how's america doing? some of those european markets, whatever i never thought i'd come here say china, japan, germany. i mean, if these are leading then i know your total addressable market is even bigger than i thought.

>> yeah, so what's happened, you know, jim is the markets that were able to stay open and operating through the pandemic -- and the u.s. is certainly one of them. so are china, japan and germany. you know, we've seen a nice tailwind for pizza delivery in all of those markets, and our teams here at home and abroad have done a great job of ramping up to serve that demand. >> well, i've got to tell you also, you know, one of the things that we -- we actually watch the commercials at home. my wife loves the commercials during the nfl and she says, look, no way you just had the domino's -- she knows i love the tomato pie. how about this cheese burger pizza? how about the chicken taco pizza. let's have them. these have got to be breakthrough products. >> they've been great for us, jim. we just launched them at the end of the third quarter, but customer feedback has just been fantastic. and those two new products, our chicken taco pizza and our cheeseburger pizza are already

our top two performing specialty pizzas in our line they've allowed us to offer the great high-quality product for a great value for the customer for a $3 upsell over our $5.99 value offering, you know, customers can upgrade to those specialty pizzas so it's great for them and great for the profitability of our franchisees also. >> do you hear what i hear my kids get a kick out of the pedestal we don't want to get in near drivers. we're all paranoid these days. usually we have to have some interaction with the local guys, but you've got the pedestal. how did you come up with that? >> jim, our team came up with it because we're just crazy about pizza and pizza delivery, and when we got into this contactless world, we said how can we make sure that we provide a great experience to the customer if we can't physically hand them that pizza

what if their porch is wet you know, how do we make sure we get a great product to them? and our team came up with the pizza pedestal so here we go. >> the gps, obviously i didn't think it would be so important in terms of knowing where the driver is and being able to cut that speed from 30 to 25 to 20 minutes. that technology is working. >> it is and the thing that you see as a -- as a customer is, you know, it's great because you know where your food is as it's on its way to your door but for me the biggest breakthrough in gps is really that it makes our stores easier and more efficient to run because the store manager or the team member that's workering that dispatch station understands where the drivers are at all times and we can get that next order ready to go. and in many cases, jim, our folks are running that next order out to the parking lot to hand it to the driver so that she or he doesn't even have to come inside the store. >> well, i got to tell you, i think the costs are one-time

the revenues are continual another great quarter from rich allison, ceo of dominos. great to see you, sir. >> great to see you, jim thanks. all right. guys, look, i'm sticking my neck out here i think the costs are not the focus. it's the revenues. it's the share take. it's the international and, yes, i keep insisting to those who have never tried it, it's the darn taste. "mad money's" back after this. ready to take your immune support to the next level?

nature's bounty is here for you. the number one herbal supplement brand has everything you need to help keep your immune system strong. immune support comes naturally with nature's bounty. couple of weeks ago we ran a home work segment that ruffled a few feathers now i'mno stranger to people getting mad at me. we know that they do but even i didn't anticipate the blowback i'd get for disparaging spartan energy acquisition corporate, which is spaq that's a special purpose acquisition vehicle merging with

fisker another one of these, well, electric car plays after doing my research, i came to the conclusion that fisker seems a little too reminiscent of micola. management had a checkered history. i don't think fisker is a carbon copy by any means. it exploded in spectacular fashion after we told you to be wary of it but i am wary of recommending electric vehicle places with no real sales because they have no products in another time it would be ridiculous to recommend something like this. maybe i'm wrong and knocks it out of the park. they all want the next tesla maybe they drop the ball and the stock gets crushed this is a show about what i call risk analysis and love me or hate me i'm just not that high on fisker's risk/reward. but since then i've gotten a ton of blowback on twitter i wrote this off without presenting a

bookcase so tonight i want to give you the other side of the trade, that the twitter audience are clamoring for. if you take a closer look at fisker, there are still some real red flags here. that's what i focused on a couple of weeks ago. i'm going to circle back to the negatives, but first, you should understand why so many people are excited about this, even if i think that they're wrong and many of them made ad hominem attacks on me. what's the bookcase? why do so many people seem to love this thing? the ceo henrik fisher, a controversial history to put it diplomatically the last time he tried to make an electric car, the company crashed and burned fisker is also a great auto designer the man knows how to build an iconic car look at the iconic bmw z8 or aston martin db-9. i don't want to hold that against this admittedly brilliant designer

last time i focused on the downfall of fisker automotive, the original incarnation of fisker that crashed and burned in 2012 after their battery supplier went under. a ton of litigation at the time, they had to recall a bunch of cars and then suspend production and shareholders were not crazy about the level of disclosure. that's not the whole story before they folded they rolled out the fisker karma, the first luxury brand electric car. they sold 2,000 of them. it was truly a gorgeous, groundbreaking car people loved that. as the bulls see it, henrik fisker is a visionary, and i think he is. just one problem here, the karma had a bunch of battery fires, the cars got recalled. a suboptimal outcome now he's getting another shot. the new car the ocean is a luxury electric suv that is pretty cool. looks that way car won't be available until 2022, but it's already won a bunch of awards since it rolled

out at the consumer electronics show at the end of this year they had 2,100 reservations. hey, that's not nothing. that's not nothing so what's the plan all right. if everything goes right, fisker wants to have four different vehicles by 2025 they're thinking a super-sport sedan, an extreme sports crossover and a pickup truck on top of the suv, all electric when you hear that, a couple of years ago i went to the lamborghini factory in moderna, italy. it sounds like lamborghini on alternative energy steroids. the regeneron of autos management says they'll start production in the fourth quarter offer 2022 when they expect to sell 8,000 units followed by 51,000 units in 2023 and then 50,000 in 2024 fisker thinks they can do it by their second full year of production

so call me a skeptic of course if you believe fisker can really hit these numbers with any confidence then sure the company will have spectacular sales growth and could even be free cash flow positive by 2023 again, some of these forecasts to me seem off the wall. i mean, you know, fisker's talking about having much higher margins than tesla did at similar points in its trajectory they're planning to have higher margins in 2024 than tesla has right now in their eight full year of production i don't know what these guys are smoking but to me it smells like -- i can't get there on the flip side, they have a prototype that actually runs and plan to start durability testing by the end of the year i'll tell you what makes me want to look at this again, that's because they added bill mcdermott, the current ceo of service now and the former ceo of s.a.p. to the board of directors. that may be the single-best thing they have going for them

absolutely no reason for bill to join up with these guys unless he vetted it and figures it's real he signed on after my home work piece and it did make me think twice because he's as good as gold it's the principal reason i've chosen to revisit it and do this piece. this still seems very sky in the pie to me. let me repeat, fisker doesn't have any revenue and don't plan to produce vehicles until 2022, which is why i said it's more of a business plan than a business. even if everything goes according to schedule, i think it's to speculate on a story i think this a story you can actually afford to wait. plenty of other electric vehicle plays further along. check in 24 months from now and see where things are going fisker plans to outsource its manufacturing. gm was happy to make a deal. but outsource manufacturing is what killed the original fisker automotive this deal has some smart investors, including spartan energy's main backer, apollo

like i said last time you can't assume the presence of a legitimate investor means the story's been fully invested. according to henrik fisker's interview with my friend phil lebeau a few months ago there was this backfeeding frenzy for this one and finalized the deal extremely quickly. happened when stocks like tesla and nicola were skyrocketing sometimes money managers make bad decisions when they're trying to chase a theme. plus, spartan energy was under the gun. if they didn't find a takeover by mid-august they had to give all the money back and close shop let me give you the bottom line here even if you believe in the bull thesis, i think it's the wrong time to buy. when it comes to these special purpose acquisition vehicle deals, you typically get a big spike right out of the gate and then the stock sells off hard. in july, nicola plunged and that was before all the bad stuff came out when it comes to fisker, this

thing is underbaked, too soon, even for speculation but i do not want to discourage true believers it isn't worth my time or theirs let's go to sharon in new york, please sharon. >> caller: hi. hi, jim. my question is about lemonade. now, i don't own them right now. >> right >> caller: i will purchase them as soon as the correction happens. hopefully this month sometime i'm waiting for it please tell me how bullish you are about lemonaid, considering, though, that the established insurance companies can acquire all the technology that lemonaid has, such as a.i what differentiates them from the -- >> i think that sometimes, sharon, what you're really doing is betting and people are really, really smart i'll give you an example and lemon aid ade in s. not in class. look at nvidia

do you think that daniel shriver's team is better in the artificial intelligence institute, absolutely. jose in florida. jose >> caller: hi, jim booyah. >> booyah. >> caller: first-time caller here i'm a big fan and started investing in part thanks to you. >> great thank you. >> caller: i'm calling regarding -- they recently had their ipo and the stock was red-hot. however, the last few days the share price has been dropping along with volume. experienced over 50% growth and revenue and 5% growth in net profits year over year my question is, with logitech being a competitor, what do you see as the long-term outcome of the stock? >> well, look, we brought you logitech, i don't know, 45

points ago and we did that because we that thought that bracken really understood the space and had the best products and was a terrific thinker i'll tell you up here even on a spike, i like more all right. it's the wrong time, i think, to buy and do the fisker spartan deal i just don't -- i'm not crazy about it right here. much more "mad money" ahead, including my exclusive with an amazing stock, amazing company, marvel technology, fresh off an incredible investor day. the debate over the oil sector is back again. i'll tell you which two plays i'll consider. because i recognize that you just can't resist. all your calls, rapid fire in tonight's edition of the lightning round. so stay with cramer. hey, dad! hey, son! no dad, it's a video call. you got to move the phone in front of you like...

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some of my favorite semi-conductor names are on fire here it's an acknowledgement bull market unlike the bull markets i talked about at the top. everyone knows this one, including marvel technologies which makes chips for network, communication and storage. more important, it's up nearly 61% year to date, making this one of the biggest covid winners around marvel's got two big things going for it right now, the big 5g build out which is finally starting to hit its stride and the possibility of a biden administration ratcheting back the trade war with china the company just held its first investor day in two years and they told a pretty bullish story. do not take it from me let's check in with a friend of the show, matt murphy, president and ceo of marvel technology welcome back to "mad money." >> hi, jim

how are you? great to see you. >> well, matt, you really put on a great show, and i think in a very informative deck you made it very clear that your company is not the company of a couple of years ago in fact, your company is very much the company of the future so i want you to tell our viewers exactly what's changed and how you are in the sweet spot >> yeah, great, jim. and thanks for having me on. i mean, it's been an incredible transformation journey that i've been fortunate to be involved here at marvel i think if you look back just a few years even when i came on your show the first time, we were talking about, you know, hard disk drives and storage and some of those key drivers, and now you fast forward to our analysts day to day, and we i think told a very compelling story about our strong position in three of the hottest markets in the world, which is really 5g, data center and cloud. and automotive in the future so, really, think the company's

aligned to three key growth areas in a very large and growing available market just to give you a sense, we're in about $110 billion tam today of which we address about $20 billion of that with our current products, but in the future, we're driving multiple adjacencies to go after the full $100 billion. >> i want to go over cloud and data center. there is a company you know well, nxp semi, which tonight announced a better than expected quarter. frankly, i see similarities what you're doing in automotive most people think automotive is a bad category to be in. but you know better. >> yeah, i mean, jim, i actually have a lot of experience in automotive at my prior company i led the effort there, and that was really during the age of the infotainment revolution when a lot of consumer devices and smartphone technology made its way into the vehicle when i look out over the next

ten years, i am convinced the next big wave for semi-conductors in automotive is going to go to those companies with a data centric ips, companies that have processer capability, storage capability, advanced networking. if you look at the cars of the future, and even today, we've got 24 car oems now using marvell technology inside to do all of the complex networking and routing of the data inside the car. that's 24 car oems, jim, seven of which are in the top tenaut manufacturers in the world so while there are similarities between us and our friends at nxp, they're very established, existing supplier into automotive, where the puck is headed is really where marvell is going to shine, which is really when the data-centric technologies make their way into the cars of the future. >> oh, definitely. now, last night my wife and i were watching a program.

a cord cut tv with roku, and, you know, the blue circle came on we're waiting. and she said, maybe i'll go up -- you want a beer i'll come back it will be on. and i said to her, you know what one day this won't occur one day it will be instant on just like when you watch the espn sports highlights and you're waiting and waiting that won't happen. 5g, right? that's 5g. >> absolutely. i mean, on 5g alone, you know, the latency, which is really what you're talking about, these delays, is improved by a factor of 20x over prior generations. and in trials that are already out there, the line rates of 5g are equivalent to those in many cases of wired infrastructure. and so whether that's in your handset, whether that's in your home, whether that's in your car, your enterprise, 5g is going to be extremely ubiquitous, and that cycle that

we have really all in front of us still, jim, i mean, there's really only been one major geography in the world today that's deployed 5g, and that's korea. the u.s. is gearing up china's in full swing. the europeans are starting to talk about it. obviously when india goes, it's going to be very large and then, of course, we have the upcoming apple event which, you know, is widely rumored to be the introduction of a 5g-enabled iphone, which i think would drive tremendous demand for these types of services and eliminate the blue spinning wheel that you -- that you mentioned. >> finally, maybe the biggest data center could be, right? i mean, we've seen an explosion this year in data center we thought we were in the ninth inning of the cloud, a lot of us i don't know i'm back thinking we're in the second inning. >> we're in the very early innings, jim 5g's in the early innings. and i think obviously the work from home environment and all the dynamics we've been going through during covid-19 has really accelerated digital transformation

it's accelerated cord-cutting. the demands on the cloud have been tremendous from consumers and businesses i don't think that's going away any time soon. when we talk to our cloud customers, they are talking about deploying massive amounts of infrastructure to support these growing demands. we're a key part of that, jim. we have very specialized processing that we provide for the data center and the cloud. it's called a data processing unit just like you have a cpu or central processing unit or a r gpu, like a general processer unit so that's one trend. and then the second in the cloud is because of all this demand, the cloud customers themselves are starting to design their own and need partners to work with them to enable the new use cases and ultimately solve the

bandwidth challenges you're talking about. i think overall cloud is certainly in the early innings, but i would say for marvell, that's the next big growth driver for us behind 5g, and today at the analyst day we articulated our strong view that cloud is at least as big an opportunity for marvell, if not a larger opportunity for us in the future because of the bigger tam that we're going after. >> i know -- when you have a double like my chapel trust, we were so tempted to take some off. uh-uh. he's got more ahead than any other semi i know, maybe you and nvidia, we'll give it that i want to thank you, matt murphy, president and ceo of marvell technologies congratulations on a great analyst meeting. people loved it. >> appreciate it, jim. take care. we recommend stocks on the show that we have long-term view, not trading, okay? this is not just putting it in the lineup and taking it out of the lineup like it's some sort of fantasy football. this is real "mad money's" back after the break. ok, just keep coloring there...

and sweetie can you just be... gentle with the pens. okey. okey. i know. gentle..gentle

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now available with awd. lease the 2021 es 250 awd for $359 a month for 36 months. experience amazing. at your lexus dealer. lightning round is sponsored by td ameritrade ♪ it is time it's time for the lightning round. buy, buy, buy. sell, sell, sell and then the lightning round is over are you ready for the lightning round? first of all, let's go with shane in new york. shane. >> caller: jimmy, booyah. >> booyah back. >> caller: first-time caller, longtime viewer. i'd like to thank you for all you do. >> thank you.

>> caller: watching the show for over 15 years with my dad. the company i'm calling about as founded in the basement of your home state new jersey. pos systems and payment processing four pos brands, multiple patten the, qr codes for contactless payments, $3.5 billion in annual processing just signed the las vegas raiders. i'm up 30% on my ipo a whole ship full of payments. >> i'm going to have to do work on it. you're absolutely right. i was just going to say square why reinvent the wheel or maybe go with paypal we're going to look at four, f-o-u-r, that sounds too compelling not to and i thank you for bringing it to our attention. daniel in massachusetts. >> caller: hi, jim appreciate you taking my call. >> you're very welcome. >> caller: i think you're the man with the plan. what do you think of limelight network. >> we used to have them on all day. you know what? i have to say, it almost dropped off the radar and i said you

know what we ought to be doing ought to be buying let's go to bob in alabama bob? >> caller: booyah from birmingham, jim. >> oh, good to have you on the show. >> caller: i got my phd from kramer university and i can't thank you enough. >> i remember when i awarded it to you i was at the ceremony, remember? >> caller: my stock is crisper -- >> this is real. crisper's the real deal. i think you've got a very good one and i think them very much let's say yes to crisper okay now, why don't we go to carlos in florida carlos >> caller: booyah, jim >> booyah. >> caller: i wanted to get -- i wanted to get your thoughts on virgin galactic holdings. >> i think that's ultimately a gigantic short squeeze and not much more than that. i don't see anything in the near term that tells me that is a winner so all you're doing is playing the ups and downs of the motions of the stock let's go to craig in new jersey. craig?

>> caller: thank you so much for taking my call i want to speak with you about visa, that i've done well with over the years, but i think it's time to switch into boeing so i can -- >> we just decided after years of disliking it ever since the problems, we decided for my travel trust that it was time to start buying boeing. not aggressively but right here, we're going to talk about in our conference, boeing is right. and that, ladies and gentlemen, is the conclusion of the lightning round. the lightning round is sponsored by td ameritrade ♪ ♪ ♪ ♪

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here we go again whenever traders see oil jump through 40 bucks they reach for the oil stocks and historically make fortunes from higher crude prices i think it's now a questionable call maybe even longer term ill advised, but let's parse this thing together so you know why i've said over and over again to fade this group after any decent run. look, i'm not buying i see oil creeping up. i know parts of the economy are growing stronger as states reopen i think people might start flying again if they recognize planes have remarkable air filters which is why there have

only been 19 documented cases of covid on airplanes or in airports since the pandemic began. i'm sure the numbers are higher -- plus even without air travel driving's made a huge comeback because people are afraid to take mass transiror car pool you don't need a weatherman to see which way the wind blows when you see spectacular used car sales you know there's going to be more demand for oil. demand is not the problem. it's the supply side i'm worried about. oil can only trade so high before the suppliers push on the spigot in the past opec would have stopped this kind of overproduction, but we found so much oil in the united states that opec is irrelevant and our producers don't have cartel. of course american producers don't mindfully turn on the spigot, but we've got so much pipeline infrastructure they can pump aggressively whenever crude passes the $40 level and if they want to export it overseas to these really beautiful docks they have to be able to have

giant boats come in. that's why crude hasn't been able to break out in ages. yet people are buying the oil stocks here because they're jonesing for laggards. even though i think the whole industry is in trouble, let me give you ones that will hurt you least if i'm right about the supply problem sneaks own becky quick interviewed the ceo of chevron, he's a smart fella well, no company can truly garnet its dividend these days, least of all the oil companies, i trust mike to protect the payout to drop out of the bidding war whenpaid an astounding $55 billion for it chevron bought noble energy for $5 billion picked up some amazing properties off the coast of israel in what may be the largest natural gas field on earth second, if you want a fast-growing producer, i want you to go with parsley energy. this one's at 10 bucks i bet you buy this tomorrow.

it's got great management. surprising for an oil company, they still care about the environment. they're in the fossil fuel business, but they're trying regardless who wins the election next month it will be bad news for the oil industry president trump is a drill, baby, drill kind of guy who you think would be good for the companies, right the problem is we've got too much supply. crushed the price of crude as for vice president biden, he may not ban fracking, but democratic presidents tend to hit the whole oil complex with more rules and regulations, which is really bad for profits. okay and there i want you to think what they'll do for flaring, which is this flame that you see from the sky, from the airplanes and, of course, from mars. either way, the future doesn't look great for the oil complex that said, i expect oil to mount one more run because so many investors are counting on it between here and year end. more and more money managers recognize that oil, though, is uninvestable that doesn't mean, though, that it's untradable. as the price of crude makes its way to 45, i'm blessing you and

saying, listen, go buy chevron or parsley for trade chevron's got the dividend parsley's got the growth, but the rest you are on your own i like to say there is always a bull market and i promise to try to find it just for you right here on "mad money." i'm ji i'm shephard smith on cnbc, and this is the news. >> last night the fbi and michigan state police arrested six individuals. >> a shocking, sinister plot to kidnap the governor of michigan, thwarted by the fbi. how a militia group planned to violently overthrow the government of michigan people are sick. >> stimulus stalled. even if airlines get aid, what about the rest of america? fears of the fall