>> tony? >> selling in january at 4.10, 3.90 put spread. >> mike? >> hedge your semiexposure with a spread unfortunately, i don't think the i promise to help you find a bull market some where, "mad money" starts right now. >> hey, i am cramer. welcome to "mad money," welcome the cramer america my job is not to entertain you but to educate and teach you, call me at 1-800-743-cnbc or tweet me @jim cramer not enough jobs, too many people

unemployed virus spiking and vaccine is not coming soon enough this warp speed is too slow. as wall street sees it, worse news is better for a stimulus bill the nasdaq has been lagging .70. yet, we saw buying in many of the stocks really would benefit. b caterpillar hitting an all time high if you want to be in those, it is chevron or pioneer. the seven conductor stock, they just roar. the opening of america play. will we get a stimulus bill?

it is a perfect place to start a game plan next week. i fear that we are going to get hammered when we come in on monday let's be clear the labor department reported this morning 8:30 was a disappointment not a surprise if you are paying attention to the spike and covid infections of the death toll whatever reasons these kinds of number don't seem to be impacted by common sense. you have to believe a good chunk of the economy is going to get shutdown it is not the government, people it is going to be shutdown by fearful individuals who don't want to get sick and are actually worried because it is a serious illness and deadly one we absolutely need a stimulus bill even a smaller compromise bill would work if it targeted business interruption insurance.

small businesses are dropping like flies larry kudlow outlined what kind of plan. he says it is what trump wants, too. you should realize mitch mcconnell is not on board. i hope data convinces him to change his mind. it is possible that data does not matter because he does not seem data-driven instead wall street is focusing on the battle of province that we'll see from tech, housing and auto-company if the numbers are good, this market could have upside of bad news about the virus because if you are stuck work frg home, you may as well live in a big house than a city because it is dangerous

especially with public transit metro properties but they're known for suburban homes affluent people are flocking to right now. a home is your school, a home is your office and home entertainment center we needed to take temperatures of the cloud as we did we'll hear later in the show this time with the help of coupa software which helps business find in procurement. i like coupa a lot speaking of sales force, they had their investor day this acquisition, i think it makes a ton of size. sales force need them if they are going to go toe to toe successfully i hope after meeting people will realize that slack is not some

loser. some people tell you that all big tech deals failed but sale forces done it before. both of thoes ase are receiving well benioff was disciplined and walked away. he knows what he's doing benio we'll find out how lowe's doing at investor day. the turn around has been difficult but going in the right direction. i believe in his vision. once he finished executing it, he'll rival against home depot a lot of good things to see and the same as starbucks.

i don that chinese business is back to normal when we get the vaccine here, the lagging u.s. business will catch on fire, too it is a question of when and not if we got a couple of major earnings report on wednesday, too. we'll hear from campbell soup the last time they had a great quarter. they gave guidance misinterpreted i think you should buy some campbell going into the quarter. what else to buy adobe. you know that's a big cramer's favorite i am expecting terrific sets of numbers. it is another buy. there is also some division that people don't like. how about disney's sales here is a stock that's the opening play people think it has been sitting still while they're waiting for the vaccine, au contraire, we'll hear rising of disney plus

that's my decision insanely popular streaming service. this time it may not happen because covid is out of control. we are betting we are going to like what we hear. we have it through thick and thin mr. bob iger, we are not going to get rid of it now one is being counted out and the others is being counted uin costco and broadcom. the most consistent retailer in the world. shut up and own it as for broadcom, the semiconductor stock had a organic rally today. broadcom civil avgo will have a remarkable quarter we own both costco and broadcom for travel trust you can follow by joining the travel.com club.

now broadcom delivers will be excellent pin action throughout the groups like today. you bet they're good and any of these are going to be good let me tell you where else it is going to drift back to, apple. friday should be quiet except for consumer conferenidence i am concerned that consumers starting to worry vaccines arriving on time, saving of 30% or 50% of the country getting the virus. yikes. i think consumers are holding up incredibly well. who knows how long they can continue here is the bottom line. if democrats in congress can make a stimulus deal without progress from washington, next week could be a lot difficult because we are

entering the most horrific phase of the pandemic. some days it has to impact stocks and not a positive way. joseph in new york, joseph >> booyah, jim, happy friday >> thank you, same to you. >> i want to get your thought on an ecommerce retail that had an impressive run throughout the pandemic it is trading at 40% above its prepandemic height until it dipped yesterday in spite of strong global sales growth since the holiday season is upon us with the lack of stimulus what can you say of the company lands' end >> we had them on. this is a great, neat story, i want people in it and then the stock got crushed. i felt like a complete joker wait a second, high quality. it is finally getting the

recognition. you know something, joseph, the meeting, the move may just be the beginning. okay, if a stimulus deal can get done this weekend, this market can keep roaring if not, can be a little hang over shares of crowd strikes and the kind of strikes whoo ill the iron is hot. i got the ceo. the ceo of electric vehicle company, canu. i will tell you if it is worth considering and it is a $13 stock. and is z scale on cloud 9? i'm siting down with the ceo and crunching the numbers. stay with cramer don't miss a second of "mad money. follow @jim cramer on twitter. have a question? tweet cramer, #madtweets, send

jim an e-mail to madmoney.cnbc.com, or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com. [ whispering ]

what's this? oh, are we kicking karly out? we live with at&t. it was a lapse in judgment. at&t, we called this house meeting because you advertise gig-speed internet, but we can't sign up for that here. yeah, but i'm just like warming up to those speeds. you've lived here two years. the personal attacks aren't helping, karly. don't you have like a hot pilates class to get to or something? [ muffled scream ] stop living with at&t. xfinity can deliver gig to the most homes.

look, i keep telling you it is too soon for the stay-at-home economy for the winter we got some incredible earnings report take cramer's crowd strike on wednesday night these guys delivered a blow-out set of number the shot shut up more than 13% yesterday. it was not done. it tackled on another 8% today could this thing have more upside let's check in with the ceo of

crowd strike welcome back to "mad money." >> good to be here, jim. >> i read one of your presentations, you said today's crowd's workload is massively under protective are you telling me things are wide open and crowd are being hacked left and right? >> it represents security opportunity for companies to move their workload to crowd strike built a purpose-built technology focusing on securing those crowd workloa workloads. >> that's the why i am looking at crm magazine, target capped crowd strike for fast deployment they were dissatisfied with semantics and you got the entire environment covered in ten days?

>> well, that's part of the beauty of crowd strike in a crowd base solution. target is a great partner. we are delighted to work with them and deploy our technology that's one of the areas that are so strong. crowd delivered immediate time of value and you deploy, it works. we have seen that in customer's success and the numbers we put 77 target is one of the names and we are proud to have them. >> target was hit with one of the worst hacks in history this is not just a markee name this is the kind of name that says we have been burned and brian cornell have come in, tough guy. crowd strike is the best >> we are focused on how to protect them and their customers. >> one of the things you do that i love is your threat grab

>> we collect data one time and put it in a threat graph and that becomes available for all the other modules that we sell for customers. if you think of the technology side, it is easy for customers collected once on the business side, every other module we add to our customers is pure margin >> you have an over view of what's going on, i know you have healthcare verticals i read this morning in the cover of "the new york times" how drug companies are willing hackbeingd threatened we are talking about covid-19 vaccines what are you hearing and seeing of the break-into companies that are trying to save our lives

>> something we talked about numerous times over the pandemic if there is one topic that's universal more than i have ever seen is covid. that's being used as a phishing perspective and getting people to click on the documents. there are so much information and goes beyond healthcare that's on the line here. that's why it is incumbent for companies like crowd strike to be able to protect these organizations. bad guys are out there trying to do bad things. >> are you day-to-day and do you think there were attempts to break in >> in the time we film this, there is breaking attempts it happens thousands of times a day. it is all over, nation state and e-crimes and activism. the threat environment continues to get worse >> terrible. look, i think people at home

don't understand, i happen to move business on prem to the cloud. it caused me 3 million bucks, it was a terrible hit shareholders are angry once you are there it is a promise land do you think a lot of companies don't want to take the hit but must take the hit if they are going to be played >> look at their growth and security has to be apart of that it is just too compelling. i think what we have seen with digital transformation is really -- covid is the match that left the kindly it is one of the reasons why we are bullish on the long-term what we see is not a one-time trend, it is a sustainable trend where companies are moving to the cloud and they need protection they can't survive whether it is a retail or cruise line or hospitality group.

they have to move to the cloud to be competitive. >> george, you have done a competitive job. that was a dynamic quarter george kurtz, great to see you as always. >> you too >> crowd strike, it is one of those stocks they are the future. "mad money" is back.

hi, my name is sam davis and i'm going to tell you about exciting plans available to anyone with medicare. many plans provide broad coverage and still may save you money on monthly premiums and prescription drugs. with original medicare you're covered for hospital stays and doctor office visits, but you have to meet a deductible for each and then, you're still responsible for 20 percent of the cost. next, let's look at a medicare supplement plan. as you can see they cover the same things as original medicare, and they also cover your medicare deductibles and co-insurance, but they often have higher

monthly premiums and no prescription drug coverage. now, let's take a look a humana's medicare advantage plans. with a humana medicare plan, hospital stays, doctor office visits, and medicare deductibles are covered. and, of course, most humana medicare advantage plans include prescription drug coverage. in fact, in 2019, humana medicare advantage prescription drug plan members saved and estimated 7,800 dollars on average on their prescription costs. most humana medicare advantage plans include a silver sneakers fitness program at no extra cost. dental and vision coverage is now included with most humana medicare advantage plans, and you get telehealth coverage with a zero dollar co-pay. you get all this for as low as a zero dollar monthly plan premium in many areas, and your doctor and hospital may already be a part of humana's large network. if you want the facts, call right

now for the free decision guide from humana. there is no obligation, so call the number on your screen right now to see if your doctor is in our network, to find out if you can save on your prescriptions, and to get our free decision guide. humana - a more human way to healthcare. we spent this whole week diving into what i call the electric spacs i like spacs it already had some enormous runs generally speaking i think they

are too expensive. the british company is working on electric vans and buses they keep their vehicle cost competitive with all fashion combustible and engine-powered alternative. the same for luminar we recommended that acouple of days ago, the stock is now surging 74% for the past two days a much better than take over i know these things are really hard to get your arms around they take a long time for us to get it right so we got to dig harder. that's why tonight i got one for you that's at a different trajectory and still represents opportunity. i am talking about canoo

hennessy currently trades hcac once the canoo deal closes, they'll take that name and the stock will trade at canoo. frankly i don't know why how the buzz start maybe reddit is it reddit hennessy's capital is trading at 10 bucks in change before they announced the cnoo deal when the news broke, it rallied all the way to 13. and then the stock quickly sank back to the $10 level. even when the whole electri electric -- heelectric --

electric -- hennessy rallied back at 13 the canoo/hennessy tie-up. that's kind of crazy after i tell you all the great things that got going for it. you are going to say byuy, buy, buy! like a rival, the british outfit that's developing modules and electric vans and buses that can be produced as cheap so what's skateboard the skateboard is a plug-in wit all the kpocomponents no top it is totally exposed. this skateboard is the basis of

canoo's module design platform it could be a van or pickup truck or a sedan thanks to their plug-in scape, some of these takes our or five years. canoo is on track to launch the first vehicle in 2022. not so far from now. you can can walk away any time by 2023, they want to roll out business to business delivery vehicle focused on last model. when you see a company that's trying to do something different, you need to make sure what they are doing. nikola is trying to do something different when we find out out -out -- out -out --

out -- cramer and his team successfully designing on the pro prototype. they have done david wetests. canoo is buying in from major establish players. they got partnership with hyundai. unlike a rival though, canoo's plan is to out source most of its production some people will say no, i want that myself, i don't want anything outsource you know what it is like it is like fisker, another electric spac. we got to get a fisker

we are not buying a fisker, i am reminded that some of these things including this one, the canoo. if you want more details on the project, we can give it to you it is highlighted in one of "jay leno's garage," it is 41 minutes. why do i want that if you are going to buy it and i think you should if you watch this and when it goes down and you will say i remember, i watched the video. i know you don't have 41 minutes. i want to give you a quick run down of the business play. it is configured making mumbai selling its engineering business to the big organization. in 2022 they'll launch the electric minivan you get the car and a bunch of relate services bundled in a monthly payment.

in 2023, they're rolling out an actual van for business customers. that one they intend to sell by 2025, they want to introduce a sport car using the same chassidy companies going public and reverse mergers. how much money they can make in the future which is playing from some of the hypes you get from these spacs. there were some canoos and magically they can make 100 million from revenue last year just from their contract they have automakers to pay them the company already have these in the pipeline. once they start production, in 2022, they see sales climbing to $329 million and 1.4 billion in 2024 to hit those numbers, they need to produce 10,000 values and

50,000 in 2024 with all these electric spac plays, this stock will be a rocket ship if they can come anywhere close to the forecast that's a mighty big "if. we have no idea how much faith to put in the projections. canoo got great management they're already making money from the contract engineers. they put together the stir by wire system. on the other hand you will have to wait until 2022 production to start. we don't know how customers will react to canoo's module. watch the "jay leno's garage" so you know what you are dealing with this thing is one of the cheapest electric vehicles out there. bottom line, the canoe/hennessy

merger is getting no love. i would buy even more if it pulls back to the $10 level. just be prepared for some serious volatility as we get closer to the deal joy in florida joy. >> hi, how are you >> i am good, joy, how about you? >> i am fine i am following the stock jpc for quite a few years now, for about eight years. with all these talks of electric vehicles, is it still a good stock to be in >> this stock has done nothing they ought to break it up. otherwise, autozone reports next week autozone have done nothing for a while. i rather see you in autozone azo, joy thank you. for the most part i think the speck is getting a little expensive but not the

canoo/hennessy merger. how can i help you make money in this market? i am asking the ceo. then i got something to say for the next generation investors. they're going to like it and our rapid fire of tonight's edition of "the lightning round" so stay with cramer. this is decision tech. find a stock based on your interests or what's trending. get real-time insights in your customized view of the market. it's smarter trading technology for smarter trading decisions. fidelity.

- any idea how much it will cost? - [doctor] i recommend goodrx. you get free coupons to save on your prescriptions. - goodrx, smart. - [announcer] stop paying too much for your prescriptions. - thanks. - download the free app today.

earlier tonight we talked to crowd strike that just the tip of the iceb g

iceberg. these guys delivered a terrific higher expected sales, a 52% year over year definitely raising it for your forecast a lot of times when people say they can't make a forecast, these guys are delivering what's driving these things z scaler needs more cyber security infrastructure and response, the stock immediately skyrocketed. yesterday at 20% it pulled back a little bit today. i would not surprise if it got more room to run though. why? it is unbelievable i am hearing winners keep on winning. don't take it from me though let's talk to the founder and chairman of zscaler. welcome back to "mad money."

>> i talk about it a lot one of the reasons i do, you process more queries than google does in a given day, correct >> that's correct. it is 150 billion requests per day around the globe google does about 8 billion to 9 billion a day. that's about 50 queries. that's because we are taking all trackers when they go to internet or sass application like office 365 or internal application, we stay in the middle to make sure the right people can get to the right application. that that's why enterprise liked us

>> you said international airport analogy. it is hard for people to understand that you can do 140 billion transactions and check everybody's passport but somehow zscaler does that. >> the hardest part is checking the luggage to make sure nothing bad goes slip on the plane it is the same way when you go to the internet of malicious stock, we open it up and we inspect for the good stuff that's really the property being created which is a big entry anyone can do it at a speed where you are not slowing down if traffic inspection and the airport is slow, we all complain what we did to build this fast

technology with good security is what sets us apart and making it hard for anyone else >> we have warp speed, we are trying to get these needles into people's arms as fast as possible with the right information and medicine are you confident that these ips not being hacked or stolen for the billions are you confident of the process? >> i am. i can't name names but there are a number of pharma companies working with us to make sure none of the bad actors coming into hijack or steal the ip. it is important. we play a piece in this equation the important piece -- >> and have a bunch of your

company. mccormick and cornell. what effect they have that they need zscaler for but they do need zscaler >> everyone needs zscaler. everyone needs to access from the cloud. we need to get their fast and securely that's what we allow them to do. >> i am sorry. >> customer base 25% of the global and two dozen companies count on us. business moves around. we are sitting in line to make sure business can be done

quickly and agile and competitive. we are not just for security >> you don't want to go out wide area and to the central office and wide area. this is a whole ecosystem. you had a great quote and a lot of people worried about and some of the companies you are talking about that businesses are being pulled for and covid that's driving everything you said no. your business is on fire is being driven by acceleration in digital transformation and not covid. >> that's correct. covid has changed mindsets some of the ceos are realizing wow, i can work from home without worrying about my traditional network or security.

cios, they all need the right transformation to make their business comparative even though they can build all these applications in the cloud, they need somebody like zscaler to make sure they can be secured and fast for this transformation in quarantine life collaboration, the next two gaps is zscaler we are the critical technology to do business in fact, to get that cycle going and have people working from home during covid days, we become very critical and we feel gratified that we are able to help people since their jobs are dependant on it. >> you have done a great job mr. chaudhry jay chaudhry, the founder and

ceo of zscaler thank you so much for coming back to "mad money." >> thank you, jim, i appreciate the opportunity. i am focusing ongoing past the billion dollars. >> i know you will do it "mad money" is back of the break. ♪ should auld acquaintance be forgot ♪ ♪ and never brought to mind ♪ should auld acquaintance be forgot ♪ ♪ and auld lang syne ♪ we'll take a cup of kindness yet ♪ ♪ for auld lang syne next customer please. ♪ ♪

it is time for "the lightning round. are you ready? i am going to start with mark in oregon

mark >> jim, thanks for taking my call >> my pleasure >> i want to make a shout-out to my wife, just retiring today in boeing, 35 years >> you should mention stock of boeing i still think that stock is as buy. the one that you want is not as good as i want, i like luminar technology 35 years congratulations on a great american company richard in california, richard >> jim, i want to ask an old cramer's favorite. >> which one >> next week is lululemon's report i prefer lululemon than canada go

goose. they have not expanded their work as opposed to lululemon i need to go to mike in ohio >> booyah, jim my >> my question is about fiverr international. >> this stock is to high for me. to me is just too spectacular. let's go to patrick in delaware. >> booyah, jim, my fellow eagles fan. what's up my brother >> we are thick and thin and right now we are in the thin portion. what's going on? >> i got a stock that's dropping like eagles right now. i bought regeneron back in june. listened to one of your "mad money" show. >> it is really the offensive

line there is no pockets. it is getting rushed i thought i was talking carson wentz. no, you got to go buy regeneral on under 500 they have not been in the news lately because they got that great trophy mike in new york, mike >> booyah, jim >> booyah, mike. >> i am a college grad, i love your show and watch it everyday. you got a great passion. my stock is advance micro divices. >> amd is good

let's go to debra in texas debra. >> hi, jim, thank you so much for taking my call >> my pleasure >> my question is about blackrock. >> well, even it is well above where it was, you got larry fink, i want to stay on that stock. can we go to robbie in georgia >> booyah, jim >> booyah. >> my question is a company coming out of mud. the deal.com reported that the company is reviewing its sales and partnering with pfizer this could be worth several million dollars and market cap of $3 billion, what are your thoughts of opk? >> you go to the website, and

you look at the bio reference lab there doing a terrific job it is finally getting some love. i got to tell you, its got to happen soon or it is going the die again. that, ladies and gentlemen, that's the conclusion of "the lightning round. "the lightning round" is sponsored by t.d. ameritrade ♪ ♪ ♪ ♪ tget an iphone 12 with 5g on us on every single plan. switch now and save 20% on your bill vs. the other guys. that's right. iphone 12 on us.

it's time to holiday on with t- mobile.

i will say this generation of investors young people, they are certainly optimistic i have been following the news of, they buy stocks that i have not seen in decades. it is remarkable we are going to get to this list let me tell you first these new bees they come in and they come in with guns blazing many of them got started right here at the bottom of march when a lot of the big professionals were fleeing and they saw stocks like tesla comes roaring back and they want a piece of that action you know what, who can blame them tesla is up 800% over the past 12 months.

you believe that tesla i another car company then you miss the move. i think that's what's really happening. upgrade the stock after fighting for ages these young investors saw things differently. they realize tesla is a text stock. they're in common with amazon or netflix. the robin hood generation has no desire leaving their money in in declarati index in stock funds as i mentioned before they are incredibly optimistic. they devour the website. how optimistic are we talking about? you can see them in action if you can get up at 5:00 a.m. to watch brian sullivan on "worldwide exchange" on monday i want you to watch at the bottom of the screen, these investors are so eager, they don't wait for exchanges open to

do the buy they are bidding things up and virtually every morning to all sorts of different little exchanges and broker houses. that's the pattern ever since we started getting positive vaccine data last month. look at the action of the cruise line they have been buying the cruise lin lines, they love norwegian and carnival they keep on offering stocks left and right to short their balance sheet. this is what's called dilutio delusions. the robinhood don't care about delusions. look at norwegian and carnival it is them that's doing the buying

speaking of optimists, they love the airlines the whole industry is roaring back and beyond that, nothing else matters including all the debts they had less than a month ago american airlines burning through $44 million a year so the company sold 38.5 shares horrible solution. what a buying opportunity for the young people you know what? the stock closed $16.40. they are up huge they're making money how about the secondary? this is incredible norwegian cruise and this is even better. they announced they're pushing back the reopening by another two months their ship won't set sail until march is the earliest. on the day of the announcement, they move the stock up to 50% before dawn. now, you can argue the robin hood kids don't know what the heck they are doing.

if ignorance can make you this much money, maybe it is time to consider lobotomy. they're betting on resurgence once we are vaccinated it is really a question of when that is, is it we know in other stock, too. the cloud plays or they like the docu sign. and it keeps getting more expensive, $47 yesterday they like simon properties, i don't know it is a mall stock they think that's the ultimate reopening play it is run by david simon and it is probably the best in the business it is remarkable runs in the cruise line that's makiing the

robinhoods big money >> they want the best and they are seizing the warning or if not the day to do so i would like to say there is always a bull market some where. i will find it for you i'm shepard smith. on cnbc and this is the news >> americans need help, and they need it now. >> the virus surging job gains slowing. the economic recovery stalled. tonight, who is hiring and the plan to get america back to normal >> so fast we barely, barely could get out. >> fast and furious. wildfires in southern california out of control residents say enough is enough >> this is our sixth fire this year the sixth one. >> millions of america