especially a bear market >> guy adami >> clearly a misguided plan. >> obviously >> lmt >> thanks for watching fast. mad money with jim cramer starts now. hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends, i'm just trying to make you some money my job is not just to entertain but educate and teach you so-call me at 1-800-743-cnbc or tweet me @jimcramer. dow falling and nasdaq gaining

1.4% let me tell you how to profit from the next sell off you need to remember what got plastered the last time around and then bounce straight back because that's what we're looking for on "mad money. let's get to it. let's start with chipotle. last week this stock got crushed by people that didn't like the court. i told you they were wrong why? because those people knew nothing. before the big game this weekend, i picked chipotle as the kicker i wanted people to see this company is capable of kicking a 62 yard vehicle. dumb at plywood. i should have said it's a tight end like gronk, can catch and score at will. this stock had dropped from 1,523 to 1,479 even though they had 11% same sales i don't care about november or december but the most recent month because that's how you're supposed to think. i was taught that way. i flagged that action of the

stock and said this is wrong this is wrong. if you just bought the darn thing, you do very well. sure enough today, chipotle hit a new all time high. don't sell it. right now the company is banging it out with delivery and ways to handle takeout they are doing these incredible numbers against precovid comparisons when the stores were packed over the year, think about it. year over year it doesn't get much easier. why? because you're able to sit down and get your cilantro lime roasted cauliflower. it is good i started pounding the table 1,000 points ago they reached the mark after the last health scare and the public tends to forget after 18 months. they barely skipped a beat when the pandemic hit how could the market be so wrong? give me a break. the market is insanely wrong every day. game spot at 300 there are reasons stocks get misplaced all the time

most common, people get scared when they see something go down so they figure there has to be a reason they think it's ration that's true. in the case of chipotle, it's a bad reason i'm betting it has more room to run because this is telling you. why don't we try another one let go to constellation brands not long ago we spoke to the u.s. rights to coronavirus, medalo great wines and spirits. i thought they shot the lights out. everyone stuck at home, no bars open, yet, they pullt up impossible numbers yes, we have them on tonight we booked them, regina, my producer we do stuff back and forth about booking. i opened a mexican restaurant in brooklyn i was kconcerned the new medalo

would hurt instead, the close sures helped them they may have made less money because they are selling beer to people stuck at home with nothing else to do even pacifico, great beer. it's doing incredibly well, but you know what? they can't produce enough because demand is off the charts all that stuff is a side show compared to the two biggest. constellation's hard selzer and get ready for a cannabis explosion now that democrats are running washington they own a big chunk of canape growth they can acquire the whole thing once pot gets legalized. i had him as a keynote speaker the last time he was on the show, he was more bullish about marijuana. the drinks he said are amazing i thought i'll open a cannabis bar once the world is normal

both stocks got hammered constellation belly flopped and canape fell but the market was dumb dumb as a bag of hammers wrong constellation at 233 look at this have them on i love the quarter stock gets crushed, okay now we're talking up on the same set of numbers it goes there he comes on and says listen, marijuana, pot, whatever, cannabis is going to get approved right here. nobody listens and look at this. this is going to take out the all time high of 240 can beeape surged you had to listen and know he was right and the market was wrong. third example. last year i met david simon at the super bowl in miami. david simon the operator, not the guy that made the wire i love the wire. when his stock, simon property group got annihilated by covid, this generated $33 billion in dividends and told you that i

had faith in him as the survivor, the one. the one who would get through covid, other malls dropping like flies. today simon reported and it was remarkable his malls are doing well because they're in the all best locations. something you could have seen coming because it shouted out on the last conference call with everybody getting vaccinated, simon may be among the top stories out there for the reopening because you know what people are shopping. they're shopping if the place is nice enough and the competition, gee, it's been wiped out on top of -- nobody knows this on top of the simon bought jcpenney out of bankruptcy the company is already turning around the plan could generate earnings wouldn't worry too much about taxes. lots of people -- go google jcpenney everyone said it's dead. it's owned by the landlord and i see terrific possibilities watch for it to come back. if some stores get closed, they

bring in a more expensive lease. after this move, i would be a buyer because the stock is the cheapest it's been relevant to the performance since 2008 with these examples in mind, you're probably saying okay, thanks for nothing, cramer give me something you can make on now i have it. the next one is really mispriced and it's frt, federal reality. reports thursday this is another real else state investment trust like simon with the best malls, this is shopping centers, don wood. different things don wood is the ceo of federal reality. now, in this covid epidemic, he has stores with touchless transactions and turned misused apartments into a science. people moving from the cities, they're going to these properties, same thing with the businesses, restaurants are coming out of hibernation. on the last conference call, he gave a plea explaining why he didn't slash the distribution because he didn't need to. analysts were harsh, unforgiving like this man did not know what they were talking about like

they were hopeless swimming against a rip tide waving his arm saying hey, i'm not in trouble. man drowns saving dividend i think federal reality will be in the running for what to do once it's safe to shop again look at the numbers. his tenants are doing every bit as well as simon the best part, this is another last minute standing i don't know about any of the shopping center read i mean, they all have been pulv pulverized people don't seem to get it. i say buy some before the quarter and after when the no brainers and brainers call and say it wasn't that good. they're wrong. i'm right. guilty here is the bottom line. market is often wrong during earnings season. you need memory to take advantage of these temporary multi day declines i've shown you. we have guests tonight with a stock that's blown to smithers it dropped 175 to 154 and last

night rebounded to 213 let's pull back to 200 again you know what? you're getting another shot. take it. unis in pennsylvania, unis >> caller: hello, jim. my name is unis from pennsylvania and i had a question about rite aid. now going to a new direction in the pharmacy space and alongside with the rebranding again and lately they just open a drive-through covid testing site it seems like, you know, i don't know if i should hold or sell the stock? >> look, i got to tell you i don't care for the drugstore business we owned cvs for my travel trust and holy cow, it's been a nightmare. since amazon said they wanted them and cvs is involved in the great vaccination program. so i'm going to say you got a good stock but not a great one because it's not what is winning in this market although this had

a nice bounce back because it is, are you ready ski daddy, a gigantic short position. that's what everybody is going for. i need to go right now to al in one of my three home states, new jersey, al >> caller: hi, jim i hope you're feeling well jim, i'd like your recommendation on royal dutch, rdsa -- >> come on i know royal dutch i used to make a market to goldman sachs. here is the problem. they spent a fortune buying stuff at the top and said the dividend is safe and said this and that and i love ben. he can come on any time he wants, but i don't want you to buy his stock because i don't think it will make you money and a lot of times when we buy stocks, what are we after? >> they know nothing. >> thank you for taking my call. >> what else am i going to do? >> caller: as you know, the v

video game company electronics arts announced yesterday that they have acquired glu mobile in a $2.4 billion all cash deal jim, do you think that it would be worth buying and holding either electronic arts or glu mobile at this time? thank you, jim. >> absolutely not. i am predicting that that will look like -- it will end up being one of the worst mergers we've seen i think it smacked desperation and people didn't like the quarter and people over paid other than that, it seems super. all right. guys, there is always going to be another sell off. remember what got plastered last time and bounce back so you're ready for the next opportunity on "mad" tonight, this may be the 3,000th show i'm hitting the books with the ceo of chag. up 130%. could remote learning amid the

pandemic continue to push the company to new heights and shares of take two are falling after earnings but is the market playing games? i'm talking to the ceo and under the radar fin tech player that sees the pandemic as a tail wind of the season. don't miss my sit down with bill.com not a guy's name, the stuff you pay. stay with cramer >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer #madtweets. send jim an email to madmoney@cnbc.com or giver us a call at 1-800-743-cnbc miss something head to "mad momadmoney.cnbc.co.

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boost from covid, we continue companies that experienced a permanent transformation like chag, the on demand learning platform able to grow like crazy over the past year, 74% subscribers, all time high year over year. years ago it was a textbook rental service but they have been steadily growing the software as a service program that helps you do homework and get scholarships and don't cheat, they will find you. when the virus massively disrupted the education system pushing nearly everything online, chegg was ready. stock was flying since april last night they reported a strong quarter and maybe getting board by a terrific bottom, top, most importantly chegg has grown the subscriber count to 6.6 million students they're about to make a major push into reskilling, something we must talk about and they've really broken out in international. the only problem the stock popped 5% this morning but because it ran so much, it gave up some gains. i think it has room to run, maybe much don't take it from me.

dig deeper with the man we first saw when the stock was at $3 dan, the co-chairperson and ceo of chegg to get a better sense of the quarter and what is next. welcome back to "mad money." >> boo-yah, mr. cramer i hope you're feeling better it great to be here and i was just reminiscing it was five years ago this month you gave me the best investment advice you said i need to buy my stock and i did and i held it and it's gone up $100 since then so thank you, sir. >> i had great conviction in what you were doing because you've convinced me, you're a man of your word every bit but we're going to solve problems. you had at the end of your conference call 43% of those who go to college don't get a degree if chegg were part of those 43, don't you think we could cut that number down dramatically? >> absolutely. in fact, we have numbers to prove it and work with certain

institutions that show if a student gets the chance to use chegg, they're more likely to finish the class, graduate and actually be more employable. absolutely it's -- you know, one of the things we've been focussed on so much is we never raised our prices ten years because we want to be the highest quality, affordable, scaleable and give every student the opportunity to use it and we're getting there we keep working up chegg students tend to graduate better, absolutely. >> one thing i was shocked about, this isn't an american company. the growth amazingly is international. >> yeah, we're actually very fortunate. we're a global company growing extraordinary fast in the united states but you're right about international two. years ago, we started to talk about that it was an objective and we announced on this call that by over the course of this year, we're going to crest over a million subscribers outside the united states across 190 different countries so what we do is something that every

student around the world clearly needs and we're proud of what we do and it exciting to see this level of growth. >> when your stock was at $3, we came here and you talked about the reason why i believed was you said the transition to online learning is inevitable. >> yes. >> i guess you didn't, as you say, expect a catalyst could come along that was so monu monumental. >> absolutely right. i predicted we would be out of print textbooks six years a go i was wrong. imagine 50% of the world's population is below the age of 30 technology is what they have grown up with. they need to learn more, more often, more things and self-supporting because institutions, governments, educations, their budgets are going down, their willingness to support is going down. this is the wave of the future it's been here one of the most interesting statistics is college admissions were sort of flat last year and a little down particularly in

community colleges where people who had to work to pay for their college lost their job and lost that ability to get education but the same time, the online universities grew 30%. this is the way to the future whether institutions understand it, invest in it and reevaluate how and when and how they monitor students and how they assess them or they will lose completely. >> i have a whole segment tonight that you'll see that is about something you talked about, which is the reskilling we basically have the people not in the right jobs. now the governments are trying to figure out, people go to solar or another says go to the oil fields you actually are saying they ought to go to school and learn new things and you can help them i think you may be on to something that no one else is. i want people to have -- i want you to have the floor to explain it. >> yeah, no, look, let's go through the numbers you mentioned earlier, jim i think you're absolutely correct. 75% of college aged students actually end up with no degree 50% don't go, and 43% as you

pointed out earlier don't get a degree we're living in a technology enabled economy. like it, don't like it, it doesn't matter this is what it is people will have to learn more, reskill more, reeducate more and they will end up paying for it mostly themselves so it needs to be incredibly affordable, very relevant and unstick you when you're confused so we're seeing our skills business. imagine a world where amazon announces they're going to teach 25 million people how to get people onto the cloud. we know where the world is going. we want to accelerate learning to earning we want those people who can't afford to take on debt or don't want to take on debt or can't take four years or six years off of their life to be employable in five to six months without taking on extraordinary debt and be able to get into the tech enabled economy and chegg plans to be a significant player in the space and that space is global and much bigger than the space we're in today and the

space we're in today is enormous. >> what you're doing today is nothing short of incredible because it answers the thing that's most important and funny you say it a lot of it is stem. stem is stem people don't know the new world is the science side. it's not necessarily the liberal arts side and since you had 50 million q and a in the archives, i bet any of us can learn to code or learn anything about this new economy. >> absolutely. look, what we've done with the acquisition is we lowered the prices, we expanded the curriculum and built in 24/7 support. we have live educators inside teaching you if you get stuck, we can help you there. we graduate 85% of them and actually do -- we actually help students who can't afford to pay not have to pay until after they get a job. so we're taking a risk no institution is doing that if we want people to get an education, we need to be able to give them a return on investment on their time and on their money and that's what chegg is trying to do and others

that's the wave of the future. we all need to be in this together and relevant, af affo affordable, scaleable, sustainable and make people employable and we're super excited about that. >> you were six years ahead that time you're maybe a decade this time. that's why i think the second act of chegg is the move to $200 great to see you, sir. >> thank you, mr. cramer great to be here really appreciate it. >> i'm asking everyone to read the conference call. you'll feel so hopeful about the future and it's hard to find that kind of hope. "mad money" is back after the br break. >> announcer: how is one game company leveling up and taking control of the space after revving their engine in the most recent quarter the top brass stay at home winner joins cramer for an exclusive one on one next.

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too interactive after the video game reported the third consecutive quarter, becoming behind grand theft auto, in including incredible beating them is the holiday quarter. it's actually the best of the holiday quarter we've seen management substantially raised the forecast for 2021, it's supposed to be a transition year with no major titles and people stay at home they have been able to make a killing and that will be lasting the stock had run up the past few months, the ceo on last and probably because people are worried what happens to the industry and pretty interesting in the conference call about them management and ability to generate all time hits as they have the break and i'll break in

the chairman and ceo and we have a question and discussion that we usually do. welcome back to "mad money." >> thanks for having me. great to see you, jim. >> you were a major movie producer you had been in this business all your life. is it really necessary when you have the greatest single entertainment platform ever that you should scrap it and buy some second rate company in ordinary tore -- order to please wall street? >> most corporate mna fails in the valuation or execution we've been incredibly disciplined and done a limited number of acquisitions over the years and thankfully they have all pencilled out. so i think discipline -- there is no short, you know, you can never have too much discipline and you can never focus too much on your strategy. >> second question, if you have the greatest movies of all time and you can do tweaking and the tweaking is major so each time the narrative changes, is it necessary to say i don't have

anything else other than the best single franchise ever >> well, look, we're grateful for the incredible work the stock star games has done with grand theft auto it amazing that grand theft auto sold more units in calendar 2020 than it did in any year since its original release in 2013 it just extraordinary. 140 million units so far and still selling. that said, we do have a lot of other franchises we have 11 franchises that have each sold at least 5 million units with an individual release and 67 franchises that have had at least 2 million release i don't think any other company can say that we're trying for eight more. we have 93 titles coming to market in the next five years and we hope there will be many hits among them. what we'd like to do is have the best of both worlds. the biggest entertainment property created and other hits. that's the case now and has been

the case for many years at our company. it our job to create that going forward. >> post pandemic are people that started gaming going to go back and watch, say, i don't know, lyn linear tv or say i tasted something new, i'm not going to go back? >> i think you can say both will happen linear television is great these days and a lot of viewing shifted there. they benefitted greatly during the panpandemic, as well we don't have to each everyone's lunch. it remains the most rapidly growing part of the audio visual entertainment business that will continue we attracted new players and reactivated previously existing players and i do think that will continue post pandemic. >> there is another company, not as good as yours bought a second rate company today and cheered because they want bad mna to buy the kardashians, god love them

they do everything every year, it's a football thing. it's not built from the ground up it not next gen. you have an nba franchise second to none built from the ground up but people want the 93 titles, an actual title of a piece the guy actually likes you ground up doesn't happen with the other guys >> eventually everyone will make ground up titles for next gene i'm proud of nba 2 k 21. it's sold over 8 million units recurrent spending is way up year over year 67% in fact. so the story is amazing and the story is amazing because they keep bringing great quality. this year's big innovation is the city where you can really occupy this area and have fun with your friends and listen to music and engage with the culture of basketball in addition to participating in the best basketball simulation game made and the best sports game

made it's the biggest title in north america and bigger than football in north america. >> they like it in china >> they love it in china we have 51 million registered users for nba 2 k. it's the number one pc sports title in china yes, it's a significant contributor to the results now. >> mobile? decide to go into mobile >> mobile is a big part of our business we acquired social point years ago. that's a stiller success and we recently acquired play dots, which is merging in social point run from play dots and have a great team and big hits with monster legends, dragon city, ward life, tasty town, world chef and of course, two dots from play dots and more to come. we feel great about it. >> the reason why i want a little more fthan i am, the las time the stock was at 175. i said this is an unbelievable quarter and dropped to 153 and of course, went to 214 so i have been searching my brain about how this can happen

and i've decided that people are so boared with your darn succeed they don't like it. >> we never argue with the market we seem to trade on the fundamentals we're pretty -- >> because you're better than everybody else chairman and ceo of 2 k interactive on an amazing quarter. thank you. >> thanks so much. you're getting a chance. we shouldn't be allowed this chance it's not even fast "mad money" is back after the break. coming up, do skills pay the bills? small businesses are under siege but this b 2 b payments player is up big since the pandemic cramer has the ceo next.

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in the last few weeks, the cloud based software storks started roaring back again after spending a couple months marking time which is the way they do things but some of these moves are louder than others consider the case of bill.com, we had them on that helps small medium size business automate financial operations it's yet another terrific digtizer this stock is 32% on friday in response to a spectacular quarter. when i say spectacular, i mean spectacular. not only does it give you a nice top and bottom line beat but better than expected guidance for the quarter. it's a rich stock. it sells for $14 billion market cap. it's selling for next year 54 times sales so we have a lot of work to be able to convince you this is an interesting stock

you're probably wondering has it run too much the stock cooled off i'm wondering if this pull back is a buying opportunity. let's check in with the founder and ceo of bill.com and he had a clear picture of the quarter welcome back to "mad money." >> thank you, jim. always great to be here. >> okay. so let's cut to the chase here rene with many small businesses going out of business, how are you able to do a quarter that was one of the fastest growing, greatest quarters i've seen since this year beat >> you know, it really comes back to what we've been building for many years and, you know, at the core of why i started the company is that i believe snbs deserve innovation and that innovation that i believe is missing out there is around the digital processes there are lacking. so we digtized the back office and then connect that back office to the banking system so money can move to the accounting system, so records can be reported, to the accounting firms if they've involved and

all of that connection creates a connective tissue that operates and automates the financial operations and because of that, it is driving demand and opportunity and driving growth across our existing customers as well as the new customers coming in and that's how we do it that's how we bring the back office into the back pocket. >> if people don't any a small business, they don't realize how many vendors have to be paid i don't think people realize how the tax man is looking at these things i don't think people realize they have to find time to actually do this rather than the -- i'm convinced your success has to do with the fact you allow people to run the business and not worry about this stuff. >> yeah, that's exactly it that's why, again, why i started the company, nobody gets in the business other than me to actually do the back office. i mean, i grew up in small businesses my parents had small businesses. my grandparents had small businesses a lot of our friends had small businesses and this was always exis existence. this is what people had to do friday night who wants to do this on a friday night? that's what people are doing

when they're trying to run their business from their back pocket and don't have the tools they have to do it at night at home we take care of that we automate the processes and that's driving the demand and opportunity and we've seen it in part with the pandemic showing there is a need for being digital, right this opportunity to be able to run your business from anywhere is a requirement now so the pandemic reinvention is real and something we think will stick around. >> i have someone who is terrific, who is my ceo basically of my life besides my wife and she pays my bills i've always felt why doesn't someone offer a service with a bank where they pay your bills so i don't have to look at them. wells fargo and you. >> yeah, exactly so we -- in the beginning when i started the company, i realized that for me to reach the snbs out there. it's a massive market. there is 6 million businesses. when i started this in 2006, i realized that to reach snbs, i

was going to have to partner up with the people snbs trust the most they trust their accounting firms. we have 5,000 accounting firms across the country and their financial institutions so we have the top three we have jp morgan chase, bank of america, wells fargo, we have a number of others and that opportunity is to kind of say we can digtize that back office and make it simple for you to help your customers and then the bank gets a sticky relationship with their customer and it's a great opportunity. so across the board that trust factor matters and something that we focus on from day one to make sure the customers can trust us and the partners we work with. >> trust is everything mark taught us that. i consider you the paypal. you partner with everyone, you're not the enemy of eve everyone you're switzerland the way businesses go out of business is they screw up on the bill paying. i can't imagine with online businesses, i bet you they need

bill.com. >> they totally do it everything that's in the business life cycle of the payment, it's all possible to be digtized and on your phone and that makes a more informed decision what i love hearing about, i was in a local retail store recently and had our mask on and we were talking and i got to they were going to invoice me something and said they were a bill.com customer they didn't know i was the ceo and founder but talked about how it freed them up to do everything go focus on their passion and that's what is i think something that any time i can let people get back to their passion, i feel like we achieved our mission. >> i believe when we open, you're one of the principle beneficiaries. instead of doing it the old way at the kitchen table at night, they may have heard from b bill.com and you get them from day one. >> i think you're right. i think we'll see this digital transformation that people

realize is here to stay. i think it's something if we take restaurants and bars and retail shops, people are realizing to do stuff with take in that they haven't done before i always feel like i have to go out to dinner, i'll also bring it in now. i think that digital transformation for businesses, managing that back office with everything at your fingertips, being able to make your payments and make international payments and realtime payments to suppliers so they can manage their cash flow as they need, that's here to stay and will make a big difference when we come out of the pandemic. >> i wish everyone could see there is a particular chart you have the third page of your deck, which is the current route for approval it is like this. people with a small business don't realize it looks like a roth there is numbers everywhere, and people have to go back and forth and back and forth and ends up in a shoe box. that's where we put ours, shoe box. >> yeah, that's exactly -- when i was running my first business, i often felt like i would walk

around the office looking to talk to people and they wouldn't be at their desk they were out executing the business doing what they need to do it might as well be me taking the bill and making a paper airplane and hoping etit gets bk to me. it is real businesses have it and we take care of the mess and make it simple to digtize and this is part of the resilience we did a survey to say what do you focus on 75% of the business we talked to said it would go to revenue generation it wasn't on government assistance or cost cutting, it was all about figuring out how do i take the optimism and extend it? that's what i love about snbs. they are optimistic souls that want to make the world a better place and i want to help them get back to their passion.

>> i think you're the real deal, i really do. that's how you go out of business is not paying the bills right. government finds out about it, too, believe me. that's bill.com ceo and founder rene congratulations on maybe one of the most amazing quarters we've seen. >> thank you, sir. >> "mad money" is back after the break. >> announcer: coming up. >> it is time. >> announcer: cramer takes your calls. rapid fire the lightning round is next.

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the lightening round say buy, buy, buy, sell, sell, sell and the lightning round is over are you ready ski daddy? time for the likghtning round. i'm going to start with quinn in idaho, quinn >> caller: boo-yah, jimmy chill. raiders in the super bowl next year. >> great i'll be there. what's going on? >> caller: my stock just entered an agreement to buy sign quest it does business with 69% of the fortune 500 companies. buy, sell or hold box incorporated >> i don't understand. aaron levee is so good this stack can't get out of the way. i'm not giving up on him he's the real deal at 18 you have to wait until the full next quarter which won't be until march 2nd so you'll be cooling your heels let's go to thomas in my home state of new jersey, thomas? >> caller: boo-yah, jim. >> boo-yah >> caller: yeah, i got this aero chill ventilation company and it

tripled since i had it. >> that's good because it's a housing play and we have a polar vortex going on, sir there will be more insulation bought this weekend at home depot than we've seen in ages. it at a 52-week high and not done because it happens to be very small and we need situations like that to invest in i need to go to zack in pennsylvania, zack >> caller: hey, jim. recently amazon purchased 700 alternative energy trucks for a joint venture. west port stock jumped over 40% on the news. a little off the high. i remember you recommending it before -- >> i know you always believed in that natural gas engine. he's capable of building any engines people want and it's going to be a huge china play when i see it, i believe this president is going to have a more cordial relationship. it means it does more business and columbus, maybe america's greatest manufacturer other than

caterpillar and deer i need to go to justin in texas. >> caller: boo-yah, jim, shoutout to my brother and nieces as a member of the action alerts plus, thank you for all you do. >> you're terrific i love teachers. i love teachers. >> caller: yeah, thank you for all you've done to promote masking, vaccinations and public health. >> you bet. >> caller: calling from a hospital bed and ring the bell for the reddit and your actions speaks volumes and you're a national treasure. >> wow, i wish my mom were alive. she'd love that. thank you. >> caller: my stock touches on e commerce, empowerment, fashion, luxury and authenticated goods with competitors like the real real and ebay hitting all time highs, this stock down over 30% from the ipo price last month and i want to know if now is the time to get into posh mark >> there is a kind words you said but posh mark is a very expensive stock. they have to deliver

i mean, there were a bunch of people putting out holds on it, not buys because people thinkist expensive and want the stock to come down. we love stitch fix 18 and 19, at 20 and it went to 80 so i'm not going to give up on posh mark but it is more expensive than that other company. i don't want to mention the other company's name, frankly. let's go to sarino. >> caller: hey, cramer thank you for taking my call my question is about the stock ticker ocgn. >> you're rolling the dice with that one stock up 589% for the year and i love it but it was too rich in area for my folks. i think this is a company that is too expensive because they think they can manage and generate cartilage how much cartilage do i need in my knees, to make it for a

billion-dollar stock i'm not going for it that, ladies and gentlemen, is the conclausion of the lightning round. >> announcer: the lightening round is sponsored by td ameritrade >> announcer: coming up, the pandemic has changed the u.s. economy in a lot of ways, but you probably haven't thought of this one cramer gives his take on where the jobs are going and what that means for your portfolio next

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all right. when you look at where the jobs are being destroyed and where they are being created, this economy is about man versus machine. and the machines are winning we've lost a ton of service sector jobs, industries where humans are hard to replace but they're all on hold thanks to covid but the hiring, it's totally in technology or technology related fields. stem especially labor saving technology, which is another way of saying technology that puts other people out of work now parts of our economy reopening and that means traditional service jobs are coming back to life. when you hear about shopping

kingpin david simon talking about green chutes in texas, even though it not quite back to 2019 levels, that's a good sign. they made tremendous comebacks and retailers never went away nor did the malls. some of the best performers in the market but the biggest winners are companies that enable technology of replacement. the fast growing businesses that can replace worker whose can't show up. thanks to artificial intelligence, machine learning, automation is no longer a blue collar problem yes, right now they're coming for the white collars, too this is no longer a press one to speak with menu economy. customer relations management software reigns soupreme they ar better than hundreds of thousands of people that used to do those jobs. hundreds of thousands. these days businesses view the humans as friction why pay for human friction when software can do it better, faster and cheaper don't get me wrong, some

employers businesses to create new jobs look at the small to medium size business on facebook, instagram, etsy and shopify we're talking maybe millions of jobs created because of tech but at the same time , a lot of thee people when we started selling on etsy because tech wiped out the day job. we have a gigantic failing of new growth business devoted to alternative energy they are thriving because we need to stop climate change because the point is to crush the fossil fuel industry one day we'll be filled with hope about booming auto sales and the millions of people working that industry then we remember the car dealerships are being disrupted by companies like carvana and let you pick up the vehicle from a gigantic used vending machine and housing next we'll get to the point where nearly everyone in the real estate space is viewed as friction most important, covid ushered in the age of hybrid workplace.

maybe you'll go back to the office for a couple days a week but work from home most of the time why not? building a home office is expensive. it's also why we got a serious semi conductor shortage because you're loaded with tech. it's in this environment, not the value versus growth that we currently play we value until it's a commodity. vaccines are technology they are up and running and decestroying the stocks of non-related health care finally you have spacs. they need the newest cloud technology and a reason for the bull market and payment stocks and back office helpers and centric tech and cloud on boarding play and relations management these new companies may not love hiring people but they need lots of machines and high value software the great thing about machines is you can put them anywhere cutting out the second largest source of friction, rent if you look at this economy as a football game between tech and service, tech's offense is over running service's offensive line the money left is being made by

skill players who banged behind the o line and new tech players over running the old service dogs all of whom are on the run because you just can't beat the machines i like to say there is always a bull market somewhere and i promise to help find it for you here on "mad money." i'm jim cramer see you on "mad money." "the news" with shepard smith starts right now. reliving the horror of january the 6th in the trial of donald j. trump. i'm shepard smith. this is "the news" on cnbc >> we are going to the capitol. >> letting the images speak for themselves the former president's second impeachment trial. debating the constitutionality of the single charge, incitement of insurrection for encouraging the deadly capitol riot in the room where it happened the president staying focused on his agenda. >> his role is to be currently focused on address the