>> dan >> yeah. i think it's probably as good as it gets. i'd be selling the smh >> sam >> we talk about walmart and some of these countriesthat ar rerating on dot-com or eai-ml. walmart to me to me is one of t names. go rangers over the islanders tonight. >> "mad money" starts now. 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 i'm just trying to make you some money. my job is not just to entertain you but to educate and teach you so call me at 1-800743-cnbc or tweet me @jimcramer. a lot of winners today even as the averages sold off toward the end of the session. dow finishing off 69 points. s&p declined

nasdaq losing .12% there are all sorts of reasons why a stock might rally. from president-elect biden's $1.9 trillion stimulus plan announced this afternoon to fed chief jay powell's encouraging words about the need to keep money easy the fed won't take its foot off the gas pedal anytime soon there are companies like delta this morning on "squawk box" finally started talking about the huge boost they'll get as people get vaccinated. and then there are shortages which are rapidly becoming my major focus. of course we have a shortage of vaccines and people to distribute them. that's bad for everyone. we're going to talk about that later tonight. but i want to talk about some very important shortages that are actually going on in the market that you probably don't know about last night taiwan semiconductor the gigantic chip manufacturer report aid stunning quarter. taiwan semi boosted its capital equipment budget by 50%. that's a bonanza for companies

like lamb research-a plied materials that make this kind of capital equipment and went to be the last taiwan semi-u may not know but that's a $655 billion company. it's the biggest it's the giant one and it needs -- it has so much demand that there's a short age. at the same time every red hot ipo represents a joyous kind of shortage petco came public at $18 today nearly spiked to 26, close the at 29.40 makes sense the petco deal was 15 times oversubscribed. poshmark, the online clothesing exchange did even better prices 42, opened 97.50. $101.50. same story not enough stock to go around. yesterday it was affirm's turn financial technology ipo the shortage there produced a huge one started at 49. closed today at 115. astonishing. you can argue they should issue more stuck but the underwriters make sure they work no matter what and they do that by engineering a true stock

shortage they also of course didn't count on the additional demand from this new cohort of younger investors you that and i like to focus on but now i want to talk to you about another kind of shortage entirely, a stock shortage that's dominating the action underneath as i like to call it. and it's called the busting of the short sellers. that's right there are individuals who are banding together and they are busting the short sellers. we're seeing short squeezes after short squeezes after short squeezes some of them generating such major gains that i'm talking about, yes, take bed bath & beyond the last couple of days i don't normally discuss these issues i don't like to talk about a short squeeze. it's not investable. i don't want tone courage it it has to do with the mechanics of money management. you know short sellers bet against stocks, right? they want them to go lower the way they do that is by borrowing shares from the vault of a brokerage, then they sell those shares with the plan to buy them back later hopefully at a lower price.

the key here is that those borrowed shares must be found and be returned. most of the time the system works. works well but periodically and more than ever right now you get a situation where so many people short a stock that they can't locate shares to return them to the real buyers. when that happens you end up paying a fortune to close out your position sometimes. your broker will do it for you if you can't do it yourself. it's a nightmare i've been caught in a short squeeze when i was at my hedge fund about 30 years ago i bet against a bunch of banks that everyone hated at the time. during the savings and loan crisis in particular i shorted shares in a bank headquartered right here, rutherford, new jersey my broker called me and said unless i found the stock to return to him he'd buy it back and close out my position in the open market, any place you wanted i couldn't find any shares so they bought back the stock that night at a massive premium to where it was actually traded. twice. twice the level. there's a short squeeze.

the funny thingt bank i was horting went bust not long after but because i couldn't locate any shares what would have been a huge win turned into a jielth jielth i can loss for me when you short a stock you're always on the hook toyour broker and sometimes that glows up m your face and right now it is blowing up in somebody's face big-time i am seeing short squeezes all over the place in many cases they are actually being orchestrated by motivated young stock buyers who are explicitly trying to crush the shorts using websites that frankly are a lot of fun but i think republican couraging people to do something i hope they continue to make money on they may not that brings me to game stop. the troubled video game retailer for years this stock has been absolutely hated because the whole industry's been moving online shorting gamestop had been like shooting fish in a barrel. but then two things happened first a highly acclaimed activist investor ryan cohen joined the board of directors. he's the guy that founded chewy, the phenomenally successful online pet food retailer second and more important the

new playstation and xbox launched and you can't find them anywhere there's so much demand. suddenly the short sellers who'd made so much money in the stock were on the run. remember when i said there were too many people that shorted rutherford bank? so i ended up -- i ended up getting bought in. right now an astounding 144% of gamestop shares have been sold short. that's far more than there is. that's not right its shares can't be borrowed when you can't find shares to borrow your broker will close out your short position, which is how something like gamestop could tack on 27% today. the thing is this is not a regular short squeeze. we have a ton of enthusiastic young buyers in this arket they love to get behind stocks and float all the social media sites with recommendation. think wall street bets on reddit, the popular online information site right now if you go to shows sites, and i encourage to you take a look at this, they're populated by younger participants who are openly plotting to blow up the shorts in this case by buying gamestop at any price and bidding the stock "up" and up to crush the

shorts it's incredible to watch i think they're succeeding beyond their wildest dreams. gamestop traded at 4 theron went to 15 when the new consoles launched and realized video games would have a great holiday season then it jumped to $20 when the activist joined the board. then since then the buyers have hit the stock message boards and urged a gang tackle of the shorts gamestop has now doubled in two days now with the stock under $40, this is the perfect time to fund-raise i call them to ask them why they aren't doing it and got no response the short squeeze would make it so easy although you could argue it's maybe not ethical it would make it easy. it's not just gamestop there's a whole new world of stock shortages out there. yum, parent of taco bell, kfc, pizza hut. they announced they're partnering with the heavily shorted beyond meat. so the stock jumps 13% just like that or how about beth bath & beyond? bbby that's a stock you know i like i like it very much.

after doing nothing this stock has caught fire jumping almost 19% today. why? well, a poster on reddit's wall street bets wrote a piece titled the bbby short squeeze starts now! then gave it some rocket ship emojis of course then quote earnings were not a disaster and bbby is about to burn, all caps, the shorters with buybacks! others quickly joined him. bed bath's been buying stocks for ages this is just another social media orchestrated short squeeze. just like i saw on gamestop. because 67% of bed bath's shares have been sold short oh, boy, that makes them short sellers easy pickings. is this a way to make money i? actually don't like shorts and something about this feels incredibly sketchy to me by can't deny it's working and my job is to show things that are working to you the bottom line, like it or not, right now we've got a bull market in short busting. and i bet you'll see more stories like gamestop and bed bath i don't recommend trying to game

them but at least now you know what's really driving things. leif in colorado leif >> caller: hi, jim >> hi, leif. >> caller: long-time fan and i appreciate your investment guidance >> thank you trying every day every day and every night and every day. what's going on? >> caller: you're doing a good job, man >> thank you >> caller: i picked up kraft last year and had a good gain for normal times they recently had a couple upgrades and have a buy rating but the stock price has been slipping just wondering what's up with that and will kraft ever get back to the days of $50 a share plus >> it would be hard for them to do what's going on is people are now focused on the reopening of america because of the vaccine and people feel that kraft heinz if you don't have to buy their stuff and be at home you won't so they're now back in the old world of they don't have stuff people don't really want to buy and people are going to be going out. buyers are sensing that and they're dumping the stock left and right.

i want to go to joshua in new jersey joshua >> caller: boo-yah, jim. >> boo-yah >> caller: first-time caller >> okay. >> caller: my question is about the trade desk this company stock sold off with the broader market the day after christmas weekend with no catalyst since nothing fundamental has changed with the stock what are your thoughts on the future of the trade desk >> mistakenly this stock is viewed as a stock that's going to get hurt if america reopens i think that's false i think it's a terrific company. so the level that you want to buy it is in question. i'm not sure yet because these stocks are still falling but when you saw zoom do that big offering and then the stock roared i think that says you should be thinking it's almost time, maybe buy a little ttd see if it comes down right now we've got a bull market in short busting! don't try to game them but at least you should know that's what's driving a lot of stocks not necessarily fundamentals could diamonds be an investor's best friend? i'm sitting down with the ceo of

signet and talking about the company's soaring holiday sales including online thn a public-private partnership working to solve the vaccine ought'llneck i'm talking to honeywell's amazing ceo darius adamchek about the company's move to help roll out 1 million vaccines by july and i bet he beats that. cisco just announced a $4.5 billion acquisition. i've got the ceo fresh off the news 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 e-mail to madmoney@cnbc.com. or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com.

after spending years lost in the wilderness cigna jewelers is making a remarkable incredible comeback you know them as the company behind kay jewelers, zales, jared. they have 2900 stores and a rapidly growing e-commerce unit. they've had a very rough time the past five years but they brought a new ceo in 2017. her turnaround plans were starting to take off but then the pandemic hit but it's been working its way back and it is just extraordinary. in the last couple months that move has gone into droefr drive. early in december they expected 50% same-store sales growth when wall street was only looking for five not to mention surprise profit today they announced strong holiday numbers which is why the stock jumped another 6% breaking out above $40 for the first time in years even up here the darn thing sells for just 11 times earnings so could it have more up side? let's check in with janet

josephs. ceo of signet jewelers to get a better sense of what's going on welcome back to "mad money." >> hi. great to see you, jim. >> okay. they told me that you could never sell jewelry online, it doesn't work people need to go to the stores, they have to try it on your numbers say that's not the case >> it's definitely not the case. but there are two key unlocks and our team has done an amazing job bringing new technology so we can unlock the selling of jewelry online the first is consultation. people want a trusted relationship sometimes buying an engagement ring is the most expensive purchase a couple's ever made. and they want to feel like they're getting the right kind of advice. we now have over 700 virtual sellers. we can chat with people online we have a.i. enablement on all of our online information. but we also have people. we have 700 virtual sellers who can help them. the second unlock is

visualization. we have now showing our jewelry in ways that help customers understand how big it is, how it will look on me, will if be right. how long is an 18-inch chain and that has also been a big help we saw e-commerce growth really drive signet's comp this quarter up over 60%. >> like many companies your company recognized you have to digitize these are all signs that this company has become a technology leader in its field. >> i think it's a competitive advantage for us, jim. increasingly so. but we have plenty more opportunity. some of our capabilities in the digital space are still nascent. for example, in the world of fulfillment we just started doing buy online pickup in store in october it was a big driver over our holiday period i was very proud of how quickly we brought that to life. we were fulfilling orders ahead of customers' expectations all was within four hours.

so a great new capability. but we're just getting started >> now, covid destroyed a lot of jewelers the ksh there were two i always went to for my wife, one for her birthday, one for my anniversary. they sent a tickler file, come in to see her. both went under. i think you are the last man standing in this category. >> well, it's a highly fragmented category and i think there are still? healthy players but what i'm excited about for signet is we're using data and analytics now to bring our purpose to life we want to inspire love in the communities in which we operate. we want to help people celebrate life and express love and if competitors aren't able to do that anymore then we are using a data analytics approach to really target customers in those trade areas. >> we went on the site today first up -- piercing pagoda. $119 pair of earrings.

through broke down financing into 30 interest-free payments with affirm, which is the company that came public yesterday. but then we also went for some chocolate diamonds at jared. that was $1,049 with $136 a month in payments. and we want to know the old signet used to make all its money doing this kind of stuff when i see these i'm thinking the new signet is not trying to make that much money doing these financings >> jim week, really trying to help our customers get value we're a scaled company the largest in our space and so we believe we can offer them the best innovation, best assortment of product and the best services. one of those services is helping them to buy in the way that is most appropriate for them. sometimes that can be private label credit, sometimes it's a split payment like affirm. we really just want to make that available as a service to our customers. >> but if i had to look at the makeup of actual earnings in the

old days i thought probably about 80% financing and 20% actual jewelry that is no longer your bre breakdown. >> i think you can comfortably say, jim, we're a strong and growing jewelry company. >> all right i like that. you're a jewelry company, not a financier. but one thing you are very good at is paying down debt your balance sheet looks a lot different from when you inherited it >> thanks. i'm very proud of our working capital efficiency we've been driving out inventory. but to be honest, that's really invisible to our customers because we're using data and analytics to target the right inve inventory. less inventory can feel like a much more robust assortment to our customers. we've also unlocked inventory across our stores. we now have a ship from store capability so within 24 to 48 hours we can access jewelry from any of our stores across the country for a customer no matter where they live >> and what have you got for us for valentine's day?

>> well, i think new product is always have i important. we have great new assortments. we expect to see that earrings and pendants will continue to trend. zoomworthy jewelry will be there. but i think valentine's day is an important time just like christmas was, just like the holiday period for people to express the love to those who are most important to them it's been a tough last year and it's great for people to be able to express their love through our jewelry. zwluf b >> you have been able to scale back stores. i presume most of the ones that are left are profitable ones, you're no longer losing money on stores and you're making money on almost everything you sell. >> i feel very good about our store optimization strategy. we've been diligent about that again, it's been part of our three-year transformation strategy not something new that happened with covid but something we've been building. we've been moving out of lower traffic malls into off-mall

locations which can have a higher traffic profile and therefore a higher sales profile. so that's a continuing strategy that i think has been very successful for us. we've now mapped the country and looked at where jewelers should be where could we put a new kay store, a new piercing pagoda and we see opportunity for that also in the times ahead >> well, congratulations this is a remarkable turn. of course when i first met you i did not necessarily believe that the paths to brilliance would lead to paths for profitability for shareholders but i'm sure a believer now that's virginia drosos, ceo of signet always great to see you. >> thanks so much, jim >> it's a remarkable turn. if you go back and read the stories of what this thing was, you would think it was just something that could never make it not only is it making it but it's generating a huge amount of cash, paying down debt going to reward all the shareholders it's a good story of what virginia drosos has done here. "mad money" is back after the break.

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right now we're in a desperate race the race to get vaccinated before we get covid. the pandemic is out of control 4,000 deaths yesterday 219,000 new infections we've got two vaccines but our government hasn't been doing a great job of getting them where they're needed which brings me to honeywell this is one of my absolute favorite industrials but tonight we're focused on what honeywell's doing in north carolina this morning the company announced it's teaming up with the governor and a bunch of other organizations. north carolina motor speedway, tepper sports and entertainment. in an effort to vaccinate a million people in the next six months yes that tepper is david tepper owner of the panthers one of my old teachers at goldman sachs years ago. but will they be able to do it i don't know it's a big task. let's take a closer look with darius adamcheck chairman and ceo of honeywell. to learn more about this north carolina initiative. welcome back to "mad money" and

thank you for doing this >> thank you, jim. thank you. it's nice to be back as always and this is something i have a great deal of passion about personally so it's easy for me to do. like you and probably like many others i've been watching these vaccination rates and it's a little heartbreaking the pharma companies did a great job bringing us these vaccines and we really need to get them into people's arms as quickly as we possibly can. you couple that with the fact that the covid era is upon us like never before. the infection rates are the highest we've ever seen them we have to dramatically accelerate the rate of vaccinations >> so what exactly did you do? i know north carolina has not been very about so far i think there are a lot of people, wealthy people, ceos, whatever, who are listening right now and saying hey, here's someone who just decided he's mad as hell, he's going to save people's lives give me the flow chart of what

you did to make this happen. >> well, that's that's exactly kind of how it happened. i woke up last saturday morning and i looked at the rates and i was just disappointed. and luckily it's such a close-knit community of ceos and leaders here in charlotte and i was going for a walk in our neighborhood sort of the covid social thing to do with tom glick who's the president of the panthers and i also know david tepper very well we got on the phone. i also took a walk with gene woods who's the ceo of atrium health we discussed this concept about how about if the three entities get together and really solve this problem which is three-dimensional? three dimensions to it the first one is the actual administrations of the vaccine itself into people's arms and that's more of a medical challenge and opportunity. two is you need a very large facility to create a massive center, which is used to flowing

a lot of people in and out obviously the panthers do that a lot of sundays in the fall how doeshoneywell fit in honeywell fits in because we have a very complex supply chain. we know manufacturing. we have over 300 manufacturing and logistics locations throughout the world we think we could help in terms of setting up the processes, balancing the line, and really getting many people vaccinated very, very quickly we talked to the mayor we talked to the governor. they were both very supportive governor cooper thought it was a great idea and he lent us the resources to help. we're thrilled to make a difference and partner with these great entities in our local and state leadership >> i want to speak to what your contribution is because i love your healthy buildings initiative a lot of what you're doing now is software. a lot of what you're doing is solving complex problems i went to get the moderna shot yesterday. i don't want to denigrate -- i'm happy i got my first half.

but the notion of logistics, the notion of data tracking, the notion of efficiency, productivity, none of those boxes is checked none i want to fly down to where you are because this is what is needed it's a public health problem that needs to be solved by business that knows how to solve big issues and that's honeywell. the government sadly is too small. >> well, i would characterize it the following way because this problem is not simple. if you think about the need to roll out 300 million-plus vaccines across the country in a very effective and efficient manner with the challenges around storage, distribution, queueing, appointment setting, keeping track of who gets which vaccines and when, that's a very complex problem. and i don't think any one entity has all the skill sets to do this, whether it's the states,

whether it's the medical companies, whether it's the stadium owners frankly, i felt that honeywell is a fairly complex company that has a lot of tentacles all over the world and operates a lot of manufacturing. we could help and lend our expertise. and frankly that's why we volunteered to jump in and see if we could make a difference. and by the way, the model we hope to do is not just for the state of north carolina and charlotte. what we want to do is get this up and running and going and we're happy to share this with other states, with other entities, with other large stadium facilities or whatever it may be because we really want this to be used throughout the country so we can create these massive vaccination centers and get these vaccines rolled out quickly. we anticipate the availability of about 30 million vaccines and -- in the month of january, 50 million hopefully in the move february and then even more in

march. so we need to have the capacity to absorb all these vaccines that are coming out of manufacturers. and that's not even counting the possibility of companies like j & j and astrazeneca getting their vaccines approved, which is actually even going to increase the supply even more. >> i want to be sure, there was no resistance from government saying it has to be done this way or that way. you were able very quickly to say look, this is a good thing, you've got to be with us on it >> yeah. i think governor cooper and mayor lyles here in charlotte, very much embraced this idea i give them all the credit in the world. they want to partner with us and really make this happen. and i think we all have the same objective, which is how do we get these vaccines rolled out quickly into people's arms and they've been terrific. >> you're doing remarkable things i want people who are watching, ceos, mayors, governors, to know how to find out, where is your plan is there a website what do we do? let's do this, darius.

let's shame them and let's make them how do i get people to know about what you're doing? >> jim, we're about two days into this effort so give us a week or two so we can kind of work out pactly what we're doing here because basically we're going to be building a model we're going to be building a balanced line to really process everybody. but i promise that as soon as we get that model built and optimize the processes we're going to share this with anybody that wants to use it because we're in this together and we want this to be leveraged throughout the country and every other facility we'll distribute and share that knowledge with everybody or even lend ourselves to help >> and i want people to know that darius was very helpful when i did my mask challenge honeywell, again, just jumped right in no quid pro quo. just said listen, how can we help that's what honeywell does and that's what darius adamczyk does i salute you this is a remarkable thing i bet other people do it because they just heard you come on.

thanks so much for coming on "mad money." >> thank you, jim. it's a pleasure as always. >> sometimes the good guys are just amazing, aren't they? darius adamczyk, honeywell "mad money's" back after the break. ♪ what do i do when my love is away, ♪ ♪ does it worry you to be alone? ♪ ♪ how do i feel at the end of the day, ♪ ♪ are you sad because you're on your own? ♪ ♪ i get by with a little help from my friends, ♪ ♪ oh, gonna try with a little help from my friends. ♪

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acacia said enough and announced that they were terminating the deal, which is when things got more complicated cisco sued, acacia countersued then today we learned that they'd come to a new agreement but it would cost cisco a lot more money the orange 8 deal valued the company at 70 bucks. they're going to get it at 115 that's why cisco's stock got a little dinged today, although not by much. i think it's a good move you need it for 5g for the enterprise chuck robbins the chairman and cref cisco, to get a better read on what just happened. chuck, welcome back to "mad money. >> hey, jim, it's great to be here hope you're doing well and congrats on the vaccine. >> oh, thank you yeah i want everyone to get it. we've got to get everybody vaccinated then the country will return to normal i really believe that. chuck, people might say oh, they're willing to pay $70 for this acacia in july of 2019, what the heck, now they're paying 115 cisco's getting ripped off but that isn't necessarily the case, is it? >> no, we don't think that's the case at all.

if you look at what happened over the last 18 months, raj and the team have managed the company incredibly well. they have exceeded the metrics that were in the original deal model. they had a stellar 2020. and in fact, if you look at the valuation that we ended up paying it was actually quite reasonable so we're pleased to debt it behind us, we're looking forward to the future, we're ready to welcome the team and we think it's a very reasonable valuation that we paid today >> how about somebody says a deal's a deal, if business had gone bad you'd still be paying 70 if business went bad maybe you could have got it for 50 but tough luck, chuck. >> yeah, well, they did a great job and their business is going well and look, we would much prefer to have them coming in with a lot of momentum and a lot of success with their customers and that's the position we find ourselves in to your point, this technology is going to be really important

for so many of the transitions ahead, the 400 gig transition, the high-speed infrastructure required for 5g networks, the optics in the web scale players. it's very strategic for us and it's super important to our future >> you've been totally up front the last few times i've talked to you saying listen, don't get too aggressive on cisco 5g until we get to later in 2021 because it's enterprise, it's not the 5g you're thinking about on your cell phone, jim. are we on the cusp >> well, you know, i talked to one of our large service providers today and they do believe that you know, over the next two years we're going to begin to really see that come to life and i think we're seeing the consumer buildout now and we're seeing the enterprise use cases. and we're working with many of the telcos and carriers building out their 5g networks, to build out those enterprise use cases because they respect our ability to actually help them in the enterprise given our presence there. so we think that we're getting very close and it's finally good

to see a lot of the customers begin to build out these 5g networks we're working with over 30 providers globally today on back hall networks and designing new architectures to support the 5g infrastructure in the future i think it's finally getting close. >> chuck, it's funny, i talked to you, when i watch you on tv all over, you are a leader now in what business can do in this country. business is a force of good. i know you believe that. at the same time, washington is very complicated, chuck. how are you ferreting things out? contributions by your company, on the worry that there was an insurrection last week, which i know you and i, we talk about this stuff you aren't used to this. none of us are used to this. how does the creeo of a major d jones company deal with these things >> well, certainly the role of the ceo has changed significantly over the last few years, and it changed again last

week and i think that what we're trying to do, my colleagues and i, we're just trying to be unifying functions to the extent we can and just try to focus on moving forward and i think that you know, what we're talking about is next week we have a transition of power, we have a new administration, we have a lot of things we need to do, we have so many challenges in this country right now that it's more important to focus on building out infrastructure in this country, getting the stimulus money out to people who are suffering right now, focusing on cybersecurity and the things that are going on, helping companies get back to the office and have the appropriate tools and technologies to actually make that happen. so there's so much to do that we really need to focus on the future >> we spoke to darius adamczyk, of course you know from honeywell. he actually got fed up with it and he said you though what, i'm going to get some people together in my town, in charlotte, and we're going to vaccinate a million people and he did -- three calls and he

got it done. because everybody feels like you do you make three calls and benioff makes three calls. i don't know zuckerberg makes -- we'll get everybody to make three calls, and can't we do it better? or at least augment the very challenged public health system in this country. >> well, you know, jim, i think that we're going to see much greater volume of vaccines obviously coming out we got the news on the johnson & johnson one today that you and i have talked about. and we're using our technology to actually help this process. we're doing everything from iot sensors to ensure the appropriate cooling as these things are transported to wireless technology for these pop-up vaccine centers we've even had health care institutions ask to use our parking lots to actually create capacity to do these vaccines. we're doing everything we can. but i honestly believe that in a few weeks we're going to have a reasonable amount of capacity and we're going to really make progress on this i can't wait

and i know you can't either. >> i actually think it's going to -- you'll come back to the restaurant, we're going to reopen here's the thing, chuck. i'm seeing this facebook saying listen, we can't have this, the twitter ban and the president obviously. and some people are saying that's free speech but then other people say listen, should there be free speech for inciting a riot? should there be free speech for racism what's your view of these issues >> i think it's clear that if you're leveraging these communication platforms to incite violence then it's wrong. period or if you're spreading hatred and racism it's wrong. and i think that, you know, that's the thing we're facing in our country right now. and it's just so important for us to get past this time it's been a very sad couple of weeks. i know we all had such high aspirations for 2021, post-2020. and to be sure we haven't started out the way we had hoped. but i remain optimistic and i

think we're going to tackle this pandemic, we're going to get the economy moving again and i think we're going to have a great year >> well, everyone shares exactly that view. i think we have more unity than people realize in this country it certainly doesn't seem like it right now but chuck, you've done your best to try to make it happen chuck robbins, chairman and ceo of cisco great to see you, sir. >> thank you, jim. >> chuck's at the sfforefront of so many charitable issues and so many things that can make society better, but he's also running a company that is going to have a very good 2021 "mad money's" back after the break. >> announcer: take control of your financial future with the new madmoney.cnbc.com. cramer's exclusive ceo interviews full episodes. analysis even your own soundboard ♪ hallelujah ♪ plus special access to "mad money" 101 with rules and d techniques to break down the market for all investors >> red flag that makes you drop

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shall i put her in snow mode? nope! how about off-road mode? why? you know what? i'll be in chill mode. [sfx: button click] propilot assist with navi-link. available on the all-new nissan rogue. ♪ it is time it's time for the "lightning round" and then the "lightning round" is over. are you ready, skee-daddy? time for the "lightning round" with cramer's "mad money." dexter in california dexter >> caller: ba-ba-ba-boo-yah, mr. cramer >> what's going on

>> caller: i want to first thank you for all you've done for us out here in the investing world. life is good when you make money. and you've helped us make a lot of money recently. >> i'm looking around to see if everybody agrees with that it's good to make money. bad to lose money. everyone agrees with you >> caller: we all agree with you. got a question everybody in cramerica knows you love bug power but this space is large enough possibly for you to endorse another. what do you think about another fuel cell product designer by the name of ballard power? >> ballard's good. but plug is my -- it is my fave. and i don't feel like -- it's one of those things where i don't feel like i need to have a lot of faves when i've got plug. thank you for the kind words but i'm a plug guy although i see it's coming down because somebody came out this morning and said all the good news is done that could probably prove to be incorrect but let it come in let's go to matt in alabama. matt >> caller: boo-yah, jim. >> how are you

roll tide. >> caller: i'm doing good well i'm calling with romeo power >> i like it i like the battery solution. we looked at romeo in the same light we looked at nga last night. this is one that's come down a lot. and i think it's kind of attractive frankly let's go to jeff in the illini jeff >> caller: hey, jim. i'm a first-time caller. i watched you daily since march. i bought your book and i joined your club. you make me laugh, jim i learn a lot, too so boo-yah to ya >> thank you >> caller: yeah, i bought oxy at 33 occidental can you please tell me how high it can go or should i just sell it -- >> no, no. look, short-term the oils are a trade. they're a trade because oil is going up because part of the reopening of the world we're going to use more fuel but you are going to have to get out of it eventually once we all start doing more business because then you've got to deal with the backlash and the backlash is the president and the people who feel that fossil

fuels are bad for the earth. so you've got this window. i bet you it goes back to where you bought it but then you've got to roll. that's what i would do i'm going to renato in florida renato >> caller: jim, boo-yah. thank you so much for taking my call >> not a problem what's going on? >> caller: well, jim, you had the ceo of this company on and i've been watching this stock. cheap relative to its growth and the ceo was so upbeat i pulled the trigger. but the stock's done nothing but go down since i bought it. i'm talking about salesforce what do you think? what's your take >> oh, look, it's made that acquisition. that's the problem people don't like the acquisition. once the deal closes they will i think salesforce is having a real good quarter, real good year i sense your frustration i almost pulled the trigger, told my guys at action alerts plus, you know what, we've got to buy back more salesforce. we're holding off right now but i think we're going to have to start buying next week and that, ladies and gentlemen, is the conclusion of the

"lightning round"! ♪♪ ♪♪ ♪♪

like i said at the top of the show, this new crop of young investors has changed the

character, the landscape, the entire market. and most older investors don't even recognize it yet. it's not just that they love speculative stocks either. they are high-risk, high reward players but it's much bigger than that. these days when you're interviewing a ceo on air you'd better come armed with a key question that younger investors want answered before they pull the trigger. what are you doing to help the helpless, to save the environment, to empower the disenfranchised? that's why so many younger investors demand to know what is going on with the social issues before they buy a stock. this morning i spoke to ron coghlan. he's the ceo of the newly public petco. and in the old days i would have spent every moment drilling down the earnings, the sales, so that people could make apple to apple judgments against other companies in the industry. like say chewy you've got to know whether this is better or worse than chewy. for most of my career wall street only cared about the money, the comps, the price to earnings ratio that was it. but that's no longer the case.

now i have to pivot myself i focus on what petco's doing to help the helpless, which in this particular case means dogs i wanted to check the box of what a younger investor might do, might think about before they buy a stock turns out petco's got it down. coghlan said and i'm going to quote, "we are on an absolute mission to eliminate euthanasia. every single year we found shelters that avoid euthanasia for 400,000 pets." on top of that the company helps fund animal cancer research, which is the number one killer of pets. as coghlan put it again, i quote, pets don't deserve pain and fear, they deserve love, end quote. now, this question came easily for me because we're a rescued dog family we've got a good little boy in marley before he was put down in a tennessee kill center. and of course you know about the late nvidia who was beaten for years before we took him in. however i would never have asked coghlan about this in the old days not in a million years because it would have looked syrupy, tangential, waste of time, saccharin.

but back then all this helping the helpless stuff was airrechblt ta irrelevant to the business of making money i might have sounded foolish you might have thought so too. now though i think ron's answer about stamping out kill centers was a major reason why the stock exploded higher from its offering price ultimately finishing up 63% a red hot deal younger investors care about this stuff and they love this story. can you game this kind of thing? i know that's not why i do it but the answer is i resounding yes. case in point pepsico. this morning we learned pepsico is more than doubling its climate change goals pledging to reach net zero carbon emissions by 2040. this company's always been known as a leader in what's known as esg, environmental sustainability and corporate governance i'm doubling down on this in 2021 more than a decade ago i went to see a frito-lay plant in aberdeen, maryland with the old ceo andrew nui and that plant was already reducing its footprint dramatically they recirculated the water from the potatoes to help create

fantastic potato chips those were sun chips down there, ahead of their time. as much as i like pepsico that's not the best way to play this news i'd rather bet on the company we had on the show just last night, the lyon electric. these guys make electric buss and delivery vans. crucially they already have a strategic relationship with pepsico. so when pep says they're doubling down on reducing carbon emissions you'd better believe that probably means that they are thinking about taking more electric delivery trucks now, the one that they'd have to choose, i have to bet-s lyon electric but you can't buy the stock of lyon electric yet. you have to buy a special purpose acquisition company that's about to merge with it and that's called northern genesis acquisition, nga of course northern genesis was already up 11.5% today because people know about lyon electric's relationship with pepsico. but i think it could have a lot more to run because pep's just the tip of the iceberg all the krpz doing the same thing. sooner or later every major consumer packaged goods player will get religion on environmental sustainability and when they do that means more

demand for lyon electric and its peers. the younger people will inherit the earth. they want it preserved and when they get it they invest with that goal in mind i like to say there's always a bull market somewhere. and i promise to try to find it just for you right here on "mad money. i'm jim cramer see you tomorrow "the new. president-elect a big announcement just minutes from now. i'm shepard smith. this is the news on cnbc >> we're asking you to report any suspected violence or criminal activity. >> fears rise. the nation on high alert after calls for armed protests and more violence. law enforcement prepares for inauguration day like never before president-elect live at this hour on his plans to vaccinate more americans and rescue the economy but how will