by the way dance with the girl you took to the prom lockheed martin. lmt. aerospace defense stocks back to you. >> thank you for watching "fast money. see you at 5:00. meantime, "mad money" 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. wel wel welcome. call me at 1800-743-cnbc or tweet me @jimcramer. pay no attention to the inflation behind the curtain

fed chief jay powell he was dead right with the dow jumping 18 9 and the snasdaq gaining .40% even though the economy is heating up, powell icnsists he'l keep interest rates low. we still have 6% unemployment. there are bigger fish to fry a lot of money managers take their queue from the bond market and bond investors simply to refuse the fed should be or would be so accommodating. these money managers are missing out on very big stock moves. if you recognize the fed is the stock market's friend, you'll catch these moves. we have new investors who pay no attention to the fed or bond market at all. they'rebandits you may not like it but in this market, ignorance, it is bliss

i want to talk how these groups reacted what powell decided to keep rates low to help the unemployed and under privileged. the people that don't work on wall street rather than getting bent out of shape about a few areas of the economy that are running red hot including house. first, you have these very rich baby bloomers who dominate wall street talk about my generation like me, they grew up during a period of inflated inflation and eroded purchasing power and they're scared by it they see the inflation everywhere and expect the fed to tamp it down and that's exactly what the fed did then there is number two, those of us, us, who think jay powell is right because inflation is likely to be tranchtransient or inflation is a small price to pay for a labor market with so many people being left behind because of the pandemic and finally, the third group these people are getting big stimulus checks this week and

found out they don't need to file their taxes until may this camp has no interest in the fed or the bond market they want to make money in stocks these are mostly younger investors that never lived through a period of elevated inflation so when they see stocks getting pummeled, it dismisses a baby boomer superstition yeah, they don't want to hear about the bond market or interest rates i mean, like who cares throw me the diamond hands yolo, you bunch of losers. who is right when i say jay powell is telling us to pay no attention to the inflation bogeyman behind the curtain, i'm acknowledging the fellow baby boomers have a point. the henl dge fund managers beli jay powell is ignoring inflation because he's not the chair they want they see powell as a bleeding heart liberal never mind he's a republican appointee or he was bashed for being too hawkish can't win.

where is the inflation we heard from dow chemical on this show. big plants are being pushed down in texas and louisiana and pushing up every plastic and building block of society. these prices are insane but sticking aluminum, the ladder finally moving up and price of lumber doubled as the biggest cost of new housing besides labor that is rising. in part because they can charge more for houses. those places are sticking. we see steel increases one after another after another. semi conductor prices soaring because of chip shortages all over the place there is an unprecedented level of demand and not going down any time soon. cars and trucks cost more. the skrcarcity is driving up prices and don't start me on oil. how wide spread is inflation hershey caught an upgrade today and the reason the firm gave like every other important agriculture, the price of cocoa

isn't increasing powell sees all this and dismisses it as short term in nature but the older money managers think he's making a huge mistake they believe it spirals out of control so dumping growth stocks because their future earnings are worth less than a world of elevated inflation meanwhile, piling into the stocks of companies to put big price increases, anything that makes, bends, twists or spindles a commodity like caterpillar how about the second group don't worry about a cohort while the first group wants to wear silly buttons, those of us in the second cohort and i count myself as a member why? in part because a lot of these price increases are the result of temporary shortages like the weather. give it time and the bottlenecks will clear and prices will come back down and tighten now and the prices come back down, we'll have a session for heaven's sake if the fed wants to stamp out inflation, it has to slam the brakes on the whole economy. we still haven't fully received

from the pandemic and entire in ind industries have been affected they got their jobs back finally, there is this third group i like so much that represent as big chunk of the robinhood or cash app that's owned by square who have been drawn in by commission free trading and the love of it they tasted it there are millions of these people who are about to get there and they know they want to put a descent chunk of that money to work in the stock market so they are buying stocks with gusto they didn't know jay powell talked today they didn't. they may not know who jay powell is they don't get that stocks that historically keyed off bonds they don't care about them here is what they do know. you make no money in bonds true you make no money in cash. true since the market bottomed a year ago, you make no money in stocks true they support the bull market and

can't be bothered with the baby boomers inflation. they just wish us bloomers would fade away. where does it put us the market has three camps, the one leaving the stage kicking and screaming because they can't believe the wizard of oz is a fed chief and the one that says in jay we trust and the ignorance is bleiss crowd or put their stimulus money to work with cathie wood what happens is two of these three camps like stocks which is why we rally today instead of going down which is what might have happened at the inflation were still running the darn show let's speak to jason in new jersey, jason? >> caller: hey, jim, thanks for having me on go birds. >> go birds. >> caller: i'd love to have your thoughts on nio. unique battery experience. >> look, jason, i'm going to tell you about nio when i get up, nio is trading like crazy and i get up at 3:30.

when i go to bed they are trading like crazy 95 million shares today? i'll say i remember it when it was at three, five, seven, ten if i come in at 44 and say buy, i'm afraid i'll end up saying i got you in late. i know it exciting, but i would rather have you and tesla. can we go to susan in new york, please, susan? >> caller: hi, jim. >> susan >> caller: hi. i'm a long-time fan and it's great to have you back on the air again this week. >> yes, thank you, i feel good >> caller: it was not anywhere near as exciting, informative or interesting without you. >> thank you >> caller: you're welcome. i would like to invest in a dividend paying company that looks like it got the ability to increase the price per share value. i've been thinking about avi and i'd like to know your thoughts. >> there was an issue with one of their drugs

it a very important drug i won't dismiss it the fda is a little more prone to scrutiny and that i told people who subscribed to actionalertsplus.com that maybe we get some downgraders tomorrow but you should be a buyer because the stock is too cheap and i suspect that this is just a speed bump and thank you for the nice words tom in pennsylvania, tom >> caller: jim, a big amish boo-yah from lancaster, pennsylvania. >> holy cow. good to have you on the show. >> caller: american tower corporation -- >> you said woe'd be safe in philadelphia you're wrong. >> all these companies, even yes, the much loved t-mobile do need more towers and american tower is a great company amt call me a buyer. market has three camps two out of three like stocks that's the majority.

on "mad money" tonight, in the days of the internet, it was exciting to find ratings and reviews on a site called angie's list that's changed and one reason the angies's -- well, they got rid of the list and now it a brand that's generous, that means it alone we'll talk to the new ceo about this rebranding then a year since the covid pandemic began, we're going to sit down with shopify to talk the state of small business and a few impo important mortgage rates climbed higher a major player, his stock seems way too cheap. we got to find out about that one so i would stay with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer #madtweets. send jim an email to madmoney@cnbc.com. or give us a call at

1-800-743-cnbc miss something head to madmoney.cnbc.com.

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announced leadership changes of soft numbers can they get their mojo with thw ceo. welcome back to "mad money." >> great to be here, thanks so much so i don't think people know that much about your now model and they certainly may not even know the total addressable market size that you have, so why don't you talk about your opportunities. tell people how they get to use you and i'm talking about not just the customers but the service professionals, too. >> look, this is a huge market it $500 billion. it a half a trillion dollars it's everything you need done inside your home, and the way to engage with that is to go to an g -- angie.com or download the new app and it as easy as it can possibly be for everything you need done in your home whether you're looking to get something painted or taken care of go to angie.com and see a professional there, communicate

with them, message them, pay the professional inside the app. you can get financing or use our newer model where you can just buy the service directly from us those angie services that we're selling direct to the consumer is a really, really, really easy way to buy servicesfor your home. >> all right so give me -- >> terms -- >> give me a value proposition i come in -- word of mouth my friend told me to use this plumber and the plumber comes and i don't know how much he's going to charge me maybe i bargain or i don't want him because i don't know how much things cost and get scared and leave the job. is that the enemy of angie >> look, there is so much friction in the buying process you look to find somebody. you look to negotiate with them. you're looking to figure out are they go to do a good job do they have insurance will they only accept check or cash will they only accept payment up front? do they accept financing angie takes care of that by making it unbelievably easy to

take care of all the things you need done inside your home on the other side there is a quarter million small businesses that use angie to get work you think about the challenges out in the market trying to grow business and find the right customer to fit their need we have a quarter of a million people to buy needs for us and ads on the platform and sell services directly to the 20 million homeowners that were ultimately here to serve. >> people try to understand your model and your model changed a little bit what happens if i tell a person look, this service professional, they pay for leads but the customer, what does the customer pay? how does angie make it money >> look, there is two different ways to engage with the platform and that's what is really great about the new angie model. we're really putting the customer first if you want to come to angie and talk to a proand you want to engage with them and have a conversation offline, you can use angie and we'll connect you with our marketplace pro if you want to go to angie and

buy a service from us, you can buy the service right there at the tap of a button and throughout all that, we're really putting the customer at the center of everything that we do look, if there is half a trillion dollars today of addressable market, we want to go after that and make sure we continue to grow and support our customers so we can build a great big. >> i always tell people to do homework if they do any homework at all, they'll see a slide that says angie home services, airbnb, uber, zillow, etsy, ebay, why should you be in that commpanyc? >> this is an enormous market unbelievably broken. you think about the care to get things done inside their home. it such an experience. we can built something great we're the largest player in the category but think we're about tiny relative to the overall size of the market we have an amazing opportunity to take a really clunky broken

model and today if you go to angie or the angie mobile or app, you can have a very unique experience that you can't get anywhere else. there is no one with 20 million people and a quarter million service providers in the platform and there is no one that says hey, we're here to help you love where you live we're here to build angie into the home. >> what i found was very intriguing in most recent conference call. glen, the cfo a wise man said the average amaerican should do about 12 jobs a year on his or her home but it's too darn hard. we did 1.8 people aren't doing enough to preserve their home value. homes lose value over time if they got the mobile app from angie, they would do the maintenance work and their house would increase in value. >> i think there is this huge opportunity. if you're someone who is, you know, in that 30 to 50-year-old

bracket, you're likely going to spend more on your home year over year over year and that's because your home can increase in value and we're here to say look, we've got that 1.8 number you quoted today all we've got to do is make the experience easier more our customers and they'll keep coming back. we'll make that experience unbelievably easy by supporting pros and giving great work and our customers will keep coming back year after year after year and we'll take that market share up and we'll see it really change the category from one incredibly fragmented to much more consolidated on angie. >> i'm glad you came on to tell this because i did a piece many years ago about angie where i said i'm completely mystified how they make their money and what they're up to i'm not mystified anymore. you've explained it well the ceo of angies, great to have you on the show, sir thank you. >> thank you "mad money" is back after the break. >> announcer: coming up, can the company driving an e commerce evolution give your portfolio an

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over the last month, the best performers of 2020 have been kicked to the curb. they went out of style in a darn wall street fashion show the stocks get cheaper take cramer fav shopify that helps small, medium size business and large ones set up their own e commerce operations. it surged from around $300 to nearly $1500 at the peak last month as the pandemic for small operators went digital shopify is down more than 20% from the highs i think it's worth buying into weakness because it has incredible staying power and the last quarter was tremendous. let check in with the president of shopify and a special guest, one of his clients denise

wooders, the sounder and ce, oo of foods welcome, harley, welcome back and denise, welcome to the show. great to have you. >> thanks for having me. >> great to be here. >> before we get to denise and denise's story is so amazing i can't want to talk about it. harley, you reported a quarter and right when you reported the quarter, you're terrific and up front ceo did something i like she said i can't guarantee 2021 will be as good as 2020 because the pandemic, the pin up can be over but when i look at the things you're doing, mergeing first with the competitive market, amazon when i look at the building for long term fly wheel, i don't see a company we should judge by the one quarter where the market economy is open or not i see something long term you're building and i want people to understand the long term vision because there is nothing you do with next quarter. >> that's right, look, jim, if

2020 taught us anything, the world needs more entrepreneurs entrepreneurs and small businesses are the backbone of the economies. we need the nation to recover. the spirit of entrepreneurship was strong in 2020 we saw resilience and ability to adapt help them not only survive but thrive in a difficult year shopify now has more than 1.7 million businesses on the platform and many of those are consumer's favorite brands and the brands and business trust us with their livevelihoods we're trying to create a fair and equatable playing field and more entrepreneurs and every 28 seconds a brand-new enentrepreneur gets a saell on shopify. shopify powers 9% of e commerce. it a proxy for independent and direct consumer brands who are taking a larger share of the retail spin. that percentage keeps growing

but those entrepreneurs will be the backbone of the economic recovery and one of the best examples of that is denise and partake. >> let's talk to denise. here is a person that immeneeded couldn't find good food for her job and decided i'll do it and became a great entrepreneur and raised a lot of money. please tell us how you did it and how shopify helped. >> sure thing. so i started partake in august of 2017 for the reason you said. my now 6-year-old daughter, i couldn't find snacks for her that i felt good about from a nutritional perspective that she felt good about from a taste perspective so i left my nearly decade long career at coca-cola to launch partake we started with shopify from day one because we wanted to generate profit and get consumer feedback and a platform like

shopify allowed us to start for less than $50 a month and retac customers across the country and have a direct and safe relationship with them so shopify has been a huge part of the story from the beginning. >> i read an interview with you. it was amazing because what you talked about is what i always felt entrepreneurs can't get you got analytics from shopify that shows you how people are purchasing, who the consumer really was and that's how you were able to get to the next level. i'm always thinking that the entrepreneur fails because the big guy has that data and the little person doesn't. but shopify gave it to you. >> yeah, we knew who was buying our product and where they were and when we started to think about brick and mortar retail, we could go into the regions we knew what search words people were looking to find us and helped us in digitaling marketing and what events to participate in it was a very low cost way to get the information i was used to from my big cpg experience.

>> harley, the amount of money -- you guys have $6 billion. you're an unbelievable balance sheet. you caontinue to grow. yo u you have a heart one thing you do is help a lot of companies your company helped a lot of companies get going. are you worried that, i don't know, let's say the economy takes a turn down because powell -- the fed chief was not as certain as i thought about what will happen in the economy. will you have to put out more money in entrepreneurs and is that a good thing or bad thing, frankly? >> look, whether 2008 with the global recession or 2020 with a global pandemic, we saw entrepreneurs stepped up and were resilient and became the survivors of these incredible events and on the other side, the demand side, consumer haves completely changed buying preferences. way tonight to buy local and buy on their own terms

i know mostpeople know shopify as the e commerce provider and we do that better than anyone. the way to think about shopify today is that we are retail operating system you can start with us for very little money at a very affordable rate and you can sell across online, offline across marketplaces, social media we've given up more than $1.7 billion in capitol to small businesses through loans and cash advances and a payments business, fulfillment business what we're trying to do is level the playing field so more partakes in the world can actually not only compete but also win in their categories and we've talked before in the show that while others are building empires, shopify is trying to arm the rebels the truth is, the rebels are now winning and it a wonderful thing because it means more entreprenentra pa -- entrepreneurship is possible. >> i don't think people want anything more than to feed their kids good food i'm thrilled to be part of the

partake food world congratulations to you harle harley, thank you so much for everything you do. >> thank you, jim. wow, you see why i like shopify. look, i can't buy stock in partake although they have big backers but i can say down 20%, shopify, maybe you ought to think about it "mad money" is back after the break. >> announcer: after a year of the pandemic, what signal is the housing market sending to home gamers cramer talks mortgages and more. cramer talks mortgages and more. next. in the romo household we take things to the max oh yeah! honey, you still in bed? yep! bye! that's why we love skechers max cushioning footwear. they've maxed out the cushion for extreme comfort. it's like walking on clouds! big, comfy ones! oh yeah!

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well, we've seen a lot of drama with the spacs especially in electric vehicle space. those stocks flying to absurd

heights and falling back to earth. tonight i want to highlight an exciting special purpose acquisition vehicle that's been completely ignored i'm talking about a company called replay acquisition corp merging with finance of america. a vertically integrated plan looks like rocket mortgage, which i like they make commercial loans and residential investors and got a title and appraisal division they originate mortgages, some of which they keep and turn into mortgage backed securities and sell to investors. with the hottest housing market maybe ever, you might think this stock would be unstoppable last year finance of america delivered 100% revenue growth and 550% earnings growth and the spac they are merging with is $10 and change that seems like incredible the ceo to learn more about our business, ms. cook, welcome to

"mad money." >> well, thanks a lot, jim i'm delighted and honored to be here. >> ms. cook, thrilled to have you and a little mystified because i have to admit, when i see a stock that sells arguably at four times earnings, i think either something is wrong with the way the stock market looks at it or something looks wrong with finance of america. can you tell us why your stock is so inexpensive versus the entire group >> well, i think that the market has yet to fully appreciate who we are we were designed to be a diversified consumer lending business that would deliver great customer experience and that would grow cycle resistant earnings, and the way we put the company together was purposeful. we picked three diversified lending segments we have the service business that you mentioned and a portfolio management group when you put all that together and recognize that a third of our revenue comes from

non-mortgage in the fullness of time, people will appreciate the structure and listen, i think that could happen as early as the first quarter. >> wow i think it's also abetted by the home improvement loan vertical you just announced today. >> so excited. what exactly -- >> sorry, yeah, so exciting, so if you look -- >> i'm sorry didn't mean to talk over you what can it do for your earnings >> two things. one the vertical will be profitable on its own but actually, the other way to think about it is we'll acquire new customers at a fast rate by doing home improvement loans and call it 25, 50,000, maybe even more customers per year and that then gives us a new customer to talk about mortgage or reverse mortgage or a variety of other products we're offering. so it's the economic benefit of the channel by itself as well as what other things we can do with

the customers. >> can you demonstrate to people that even in a slowdown in the housing market that you still can make good money? >> yeah, absolutely. so you go back to our diversified channels, and if you look into mortgage markets, let me make a comment there. with the feds' announcement today at a 350 mortgage rate, still 50% of the $11 trillion market is refinance. so you still got a lot of production to come through mortgage in '21. but the benefit of our channel is the following one, we are a strong purchase business in mortgage between whole sale in january of '19, 75% of our business was purchased. so we love the pivot from refi to purchase. at the same time other businesses are growing, commercial, portfolio management

is growing and that will allow us to generate consistent and growing earnings regardless of cycle in any one of those segments. >> so i'm sure people at home are saying maybe the problem is they have the people defaulting but that's not the case, either. >> no, it's not. matter of fact, we take virtually no credit risk in our business we talk about ourselves being in the moving business as opposed to storage business. we make money originating loans and selling them we do not retain. >> look, let me ask an obvious question thank you for coming on "mad money", other than "mad money", how do people hear about you i'm thinking you're in a big discount because there are so many spacs and finance companies and i remember the same thing happened, by the way, when i first talked about rocket. who are these guys how do we find out who are these guys unless you get more brokers or under writers to talk about you? >> so i think a couple things

will happen once we go public. we're excited about some analysts that will pick up coverage of finance of america and as you point out, we're not a household brand name right? so being public, being out there, quarter after quarter, talking to investors, talking to analysts about what we're accomplishing, i think in the fullness of time the stock and the multiple will improve. >> the are let me ask you, chairman powell spoke, i thought he said basically look, we need more people to do well in this country. we need african americans to do better we need hispanics to do better when i think of finance of america, if you listen to powell, you didn't need him to say that but that's got to be a positive that he -- >> definitely. >> right >> definitely, jim i mean, they really didn't change their guidance, right things look good now there is some exuberance in the market as we end covid but i think we've got a long time before we're at full employment and therefore,i think the fed

remains accommodative. >> again, for people who are maybe not as sophisticated, accommodated means for you, 3.5 not going to 5.5. >> exactly. >> right -- >> exactly. >> it's volume. >> right so at 3.5, even at 3.75, a fair amount of the mortgage market is still refinanceable but what is even more important, jim, we are in the process of converting back to a purchase market. and at 3.5, 3.75, even 4, mortgages remain affordable, and that will continue to fuel growth in the purchase market. >> do you -- are you worried at all? you -- the background that i got said that you have financed at time home flippers that's something and a term i get nervous about. i remember home flippers in 2007, 2008, they got -- the banks got stuck holding the bag. how do you be sure that doesn't

happen again >> the same. i mean, if you look at a good example is how we handled this in covid so during covid, the fix and flip marketcreated some uncertainty for us we were worried about the economy. we were worried about the quality of the borrowers and takeout at the back end so we actually suspended originations in the second quarter. we relaunched that product in august with guidelines that we're comfortable with to meet the demand of high quality investors and we have since seen that product grow and there is a lot of demand for it the key is the right under writing, the right investor, the right partnership and we continue to sell and find investors for that product. >> your stock is too cheap of y obviously, it a mistake in the market. >> i love you, jim. >> hate the market like "mad money. how about that patty cook, ceo of finance of america company.

congratulations on your acquisition today and i think your stock is crazy. crazy cheap. great to see you. >> love it thanks, jim. >> thank you, "mad money" is back after the break >> announcer: just chill out. >> chill man is in the house chill man be king. the chill man is in the house. he's happy. >> announcer: the lightning round is coming up when "mad money" returns it all starts with an invitation... ...to experience lexus. the invitation to lexus sales event. lease the 2021 is 300 for $359 a month for 36 month's, and we'll make you're first month's payment. experience amazing. i'm made to move. and we'll make you're but these days, i'm not getting out as much as i'd like to. that's why i take osteo bi-flex. it helps with occasional joint stiffness, while it nourishes and strengthens my joints for the long term. osteo bi-flex. because i'm made to move.

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we spent the week honoring front line workers who helped us fight the pandemic we figured we'd keep it going tonight, why not very special lightning round makes us feel great. it is time, it is time for the likening round buy, buy, buy, sell, sell, sell and then the lightning round is over are you ready, ski daddy time for the lightening round. let start with stewart in new jersey, stewart? >> caller: boo-yah jim, how are you? >> well, how are you >> caller: great i wanted to shoutout to my dad who moved from trinidad to get me into investing at an early age. we love all you do. >> thank you thank you very much. >> caller: so i'm calling about

a stock that you recommended a while back it doesn't do so hot and you even said, you know, you might have gotten it wrong but over the last couple months, it had a move higher. had recent launches up there of video streaming services with the recent run off, do you think viacom kvaicombs is a buy? >> i lost my discipline for actionalertsplus.com and sold it and that was a big mistake i would watch it go up and have tremendous respect for management but it has gone up, up, up so my call is that i am not the person who should be able to opine on it because i screwed up so badly it seems to have had a big run but i'm not the call matt in ohio, matt >> caller: boo-yah, jim. >> boo-yah. >> caller: happy st. paddy's day. >> yes. >> caller: my stock is make my

trip. >> this is very fast income. it reminds me of lebra, south american amazon. this is a great kind of very cool travel company. my wife went to india a couple years ago for a very long time i wish she had this. you would get a very good deal it is rather incredible. i think if i were to travel to a country i didn't know much, it would be my preferred app. le let's go to michael in washington, michael? >> caller: ba, ba, boo-yah, jim >> back. >> caller: i'm a long-time listener and listening for ten years. >> yes. >> caller: your lessons made me money and great education. >> thank you. >> caller: my stock is part of the three wheel revolution it's an ev vehicle that's insured like a motorcycle and very nicely packaged into the urban mobility concept and my question -- they're just getting

ready to open a factory here in the u.s., a canadian maker here in the u.s. in mesa, arizona very soon. >> michael, aren't you -- it is a crowded field. i absolutely believe in that kind of transport, but i think it a very crowded field. i am concerned that therefore there is too much competition so even though i think it's a good company and i know that space and we had people on from that space, i'm worried there is too much guys going at each other. let go to berkeley in california, berkeley berkeley >> caller: hi. >> hi. >> caller: first off, i would like to say i've been watching your show since i was about 5 years old. huge fan yeah me and my dad every day. anyway. >> fabulous. >> caller: first off, anchor down and now i'll give you my question so sales of base milks are growing including starbucks to

make oat milk available in 2021. sweden filed for an ipo. will the ratings in the largest provider of oak milk make it a good investment from 15.20 >> earlier in the likening round i talked about a stock i got wrong. another one i did. i wanted to do this so bad it kept going higher and higher and higher and i think it's a winner when it got to 12, i said i missed it, i missed it you're right it a good stock. i think you're right let's go to nick in california, please, nick. >> caller: hey, jim, congratulations on 16 years and happy st. patrick's day. >> thank you. >> caller: i just want to say thank you for all the advice and guidance over the years. you helped my two daughters and my wife and the whole family become successful home gamers. >> yes, that's what we want. that's what this show is about diamond hands, whatever. i don't care if we're helping people make money, we're doing the right thing. what's up? >> caller: great

with the most recent pull back in catalyst for the spac soon will transfer and become the local bay area company next month. a possible infrastructure bill and a push for renewable energy, is now a good time to take a position in stems, sttpk >> yeah, i think it is it valued at 1.5 billion now i think it's got -- we had them on very impressive outfit great infrastructure play. some people feel that i got too excited and there is too much competition. i like it. i think it's a good stock and that, ladies and gentlemen is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade >> announcer: being bullish on tesla, what changed? cramer is looking back and telling you how a change in prospective on certain stocks might be a plus for your portfolio.

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when the .com bubble burst ten years ago, our society was disenchanted with the market the '90s were a remarkable time for stock picking but by 2021 nobody believe in magic anymore. disenchantment reigned supreme and 18 months ago, tesla, the stock started skyrocketing and this run has been so incredible that it has single handedly made us believers again you look at the spacs investing in electric vehicles, especially the good ones, fisker and lucid motors and it's clear how they see the world and the way they see the world of business. it's almost hard to imagine now but a few years ago, there were tons of smart people who would come on air and point blank argue tesla is a lead man

walking, a bankruptcy waiting to happen if you said something positive about elon musk, you were dismissed as a fool. bigger than ford and gm and bigger than ford and gm together and toyota the brains like cathie wood or ron baron, frequent "squawk box" contributor made a big show how they were being rigorous and baron and wood dreamers. i try to avoid talking to hedge fund managers but every time i said something positive about musk, i get a ton of blow back from them. i clearly too was a clown and couldn't read a balance sheet. what can i say once it became clear tesla could make money on cars which was last year this week and musk could raise the capital he needed, the deal was sealed and the stock was off to the races of course, we forget during that period the goalposts were shifted and pushed closer together, though, because tesla went from being a car company to a technology company hard to justify this valuation but if it's a tech stock that's

a $674 billion market cap, that feels more reasonable. h hard to swallow. tech companies started being reclassified and crush hit without any profits. if door dash is a group of delivery people, it's worth very little but a tech company, 43 billion. if airbnb is a lodging business, tent company 120 billion uber, cab company? death's door tech, 105 billion. all these stories are powered by technology but we're argument lennar called it self-technology aware and engaged home builder that invests in tech boom stock shoots up 14%. never done that before as it gets rerated as atech stock on the fly angie made a compelling case, i thought, for being a technology powered home servicing company, not a handyman's list. these companies can only pull that off because tesla changed the way we view the market same reason the electric vehicle

spacs trade like tech stocks, not auto stocks. throughout this period, disidi disinenchanted investors want to judge tesla versus ford or gm but you know what? that is apples and oranges that is never going to fly with the new crop of investors who is in charge. they're believers. that's not always an easy thing to grasp do you believe in magic? that's how game stop goes from struggling gamer to retailer even though we don't know what they are selling but it doesn't matter to believers. game stop brought in ryan cohen, the co-founder of chewy. t owns a ton of stock. went from a pet food retailer to the digital disrupter of the pet food industry. some say the tesla of dog food how about the tesla of video games. some day we'll lose the magic mojo again the market never stays enchanted forever until last weekend it looked like skeptics had the upper hand but believers are coming out of the wood work and if you try to fight it, you're

going to get run over by the lucid or fisker or original tesla and perhaps you should be. i like to say there is 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 news with shepard smith" starts now new data covid cases are now on the rise in at least 14 states. is this the long feared open too soon surge i'm shepard smith. this is the news on cnbc the massage parlor killing spree. the man accused of killing eight people dead in three locations around atlanta. >> the suspect did take responsibility for the shootings. >> the possible motive and how his capture may have prevented more attacks. >> two jurors dismissed. the $27 millio