♪ all right, carter, mike, tony, thanks for joining us, we are off see you in two weeks "mad" with jim starts right now. my mission is simple, to 34 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 other people want to make friends, i'm just trying to help you make 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. where did all the sellers go

for weeks this market felt sluggish because sellers are leaning on every stock but today they disappeared and went away dow jumping 45 three points and s&p surging 1.66% and the darn nasdaq climbing 1.42%, virtually every sector saw aggressive buying except for the once hot very expensive and hard to understand tech stocks i think it's about the great reopening as the united states will have received 240 million vaccines by next week from mod moderna, fpfizer and j&j we're vaccinating more than 3 million people a day a percent a day. that's cooking accelerated vaccination schedule means we'll unlock penaltt up demand faster than one thought it's lifting more boats. i mean, retailers, we saw a terrific preannouncement from the parent of bath and body works and victoria secret. the malls back it's so crowded, nobody goes

casting a wide net and today it pulled up tech hardware, transports, banks, retailers, construction, housing, even the drug stocks. the buying was so powerful it obscured the endless liquidation of stocks once loved by young investors and maybe they've gotten to be a token racket. for whatever reason, the robinhood crowd seems to have vanished and the old guard is back in charge yes. the suits, the boomers as they call them over at wsp or grandpas, that's the real term you grandpa. not a grandpa. anyway, so can this move continue that's what we're talking about what we go to our game plan. let's take a look. first, i want to see what p hah -- happens to the companies that do a ton of china the stock had been put through the meat grinder based on fears

it could trigger a boycott this week the chinese government pretty much made it impossible for h&m, you know, that's the world's second largest apparel chain after they released a statement raising concerns the why china is treating the muslim minority you see a lot of ugly stuff about forced labor camps h&m did the right thing but that's expensive so i'm concerned nayike could pay a similar price. maybe they're more comfortable going after a swedish company than american one. it important because china is a huge market, not to mention apple. if the party starts cracking down for voicing pretty restrained criticism, restrained criticism going after them, that's a big deal. it means our relationship with the prc might not be going back to normal. i thought things would get better between the u.s. and china once we got a less hostile president. it's possible i might be wrong

that we'll know sunday night next, i want to keep track of the on going amazon situation as the unionization drive reaches the conclusion the workers are voting now and maybe that's why the stock failed to rally in a good retail l rally. we get results from mccormick, they are very controversial. e why? it a big spice maker and frenchs mustard. we'll learn how much this company thrives. here is the problem, they have a huge food service business where they supply restaurants and that's a real dog but the stocks had a fabulous run over the past year because its consumer business thrives under the stay at home economy. i think people will assume the stock has run its course now that we're vaccinating 2.5 million people her day when society reopens, look, it's true look at the stock. it's telling you we do less home cooking even if you like it. i don't love doing the dishes.

my wife won't let me near cooking, i pass the spices we hear from an apparel company considered a verdict of the pandemic, manpvh and seen as a winner, lululemon. the market made up its mind its time to shine and been roaring since the vaccine rollout and lulu has been shunned because everyone thinks their stuff is the kind of causal apparel you wear when you stay home from work and nobody is looking at you. at the same time, we've got two companies reporting that are beloved by the newer investors we associate with robinhood or reddit chewy and blackberry it was co-founded by ryan co-win, the man with a plan to turn around gamestop from the board of directors, shh, gamestop was down a little today. blackberry is a stock that caught fire in january thanks to reddit and short squeeze i don't see the appeal

maybe the quarter can change my mind don't hold your breath i can't wait until wednesday the new ceo of walgreens holds the first conference call. hopefully she'll tell us plans to boost sales she comes from starbucks where she was the coo and speaking of someone who owns starbucks from a travel trust losing her to walgreens was a real blow. i can't wait to hear after the close, i believe both business lines, steve ram and flash are h humming. i suspect numbers to go up substantially. dave and busters reports, too, and i suspect the stock will react well no matter what because it's such an obvious reopening play we saw -- i thought everyone knew darden would be good. that's the parent of olive ga garden this supermarket is a wild card. you think kroger would be a play if you can't go out to eat, you spend more money or groceries

but would benefit from the great reopening. i think the stock could be right. finally on thursday, car max reports -- you know what i think of these this will be the best quarter of the week this will be the stellar one car max sells mostly used vehicles they keep curtailing production because they can't get enough semi conductors so more and more people are buying used and that's driving up prices car max is in heaven i love the whole auto business and they are pivoting the business towards ev. i think anything related to autos and generals will work the first quarter ending in the next week, i wonder if we won't have last minute buyers come in to contribute to the irs push back tax season in may and people have a stimulus check burning a hole in their pocket that could be the fuel we need to continue the rally. we know from larry williams, the legendary technician, retail pretty much always thrives going into hester holiday and i see

walmart, shopify and costco down as target and home depot have run away so you might want to do buying ahead of the good friday holiday when the exchanges close for the day. the bottom line, for once, the great reopening trade felt like a tremendous positive, could be the stimmy checks with lots of winners. if that's the new normal, call me a happy camper. i want to go to -- well, here is a great name, leader in florida, leader >> caller: boo-yah, jim. 90 degrees sunny miami coming at you. how are you doing? >> my wife is down in dell ray, it's about 87 there. what is going on >> caller: listen, i see oil going down, gas prices go up, usually they're in sync. what is happening? we had a spike today 5% but what is going on? >> natural gas, turned out we were exporting a lot more and a big spike in prices. mro is not a favorite. it's had a run like a lot of the

oil and natural gas stocks call me a seller but they will make okay money with natural gas where it is and oil where it is. not my fav, though let's go to nate in my daughter's old home state of oregon nate >> caller: hey, jim, man, thanks for taking my call appreciate you, man. you're awesome. >> chill is happy, what's up >> caller: i'm calling about activism back in october and they really haven't gone anywhere, man. they have like some of the number one games in the industry so i was just wondering what is going on. >> bobby is a great manager but can you really fight this great reopening trade? people think that you sit there and play call of duty when you can't go outside once you go outside, you forget call of duty zed who is an unbelievable call of duty player would say that's the case we take two for the -- all the refreshes we have and the new machines don't give up, the new machines could help you today we see the great reopening

trade and playing out positively with the stimmy checks coming into your pocket i'm sitting down with one of the largest automotive suppliers find out if it moved to electfy the business to help the stock charge higher and my exclusive with an under the radar player with some of the hottest bases in the market from space to cybersecurity to cleaning up plastic. don't mismy sitdown with kbr up to 200 million shots, over promise under deliver guy, but could dangerous covid-19 v variants mean all bets are off i'm talking to the doctor of the scripts institute to find out so stay with cramer >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer #madtweets.

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when the whole automobile complex caught fire last year, there was one major auto parts play that did get left behind. the reason is there is not enough electric vehicle exposure this is a company that makes engine, engine components, drive trains, technology and get less than 3% of the sales from electric vehicles even though they make that stuff fabulously. warner is aiming to change that and change it now. on tuesday, the company held an investor day where they laid out an incredibly aggressive plan to grow the electric vehicle business 20% by 2025 and an

astonishing 45% by 2030. the stock had run 25% for the year going into the presentation so maybe it not a surprise the stock got hit after. for many analysts, it seemed too little too late. i say who cares about 2025 bert warner is killing it now. he shot the lights out and after this move the stocks are selling for 11 times earnings. this is exactly the thing that should work in a rapidly expanding economy. this is the stock i want for you. the president and ceo to get a better sense of products welcome to "mad money." >> thank you, jim, for having me. >> so i'm going to say point blank, this is one of the most aggressive pivots i have ever seen how can our audience be sure that you can turn this company around so quickly? >> jim, it a natural extension of what we've been building over the past years

i remember i was in leadership team of this company back in 2013, and we started putting things in motion to get to where we are now it a natural extension we started organically by building products in the battery electric vehicle world and we did a few acquisitions that led to the acquisition of delfy that we closed last october and that gave us the scale of the product leadership in electronics and software that is so important to now accelerate so it's a natural extension. it's not a sudden change in strategies. >> okay. >> that converges with the market rhythm, as you know, there is a lot of market from customers of demanding products and that converging of our readiness and the market pool is what is really powerful right

now and those pivots we've done before in prior years. >> the comment is we believe that this electric vehicle phenomenon is happening much faster than many people believe particularly in europe do you share with me, share with me, give you that maybe 45% of all vehicles might be ev by 2030 >> 30% of electric vehicle in 2030, can have a bullish assumption and the assumption it wouldn't be at 45% of the revenue. you're absolutely right. i also think that this move towards electric is really profound it goes at different speed and different region but it's profound both in private and commercial

vehicle. >> do you think your best customers will be say a volkswagon, a gm ford or newer companies? maybe a fisker maybe a lucid or boutique? >> i have to tell you which one is going to be the biggest in 2030 when i can tell you is we're working with all of them our product is such that we understand the electric vehicle system we have all the products that move electrons from the stationary charges, high speed high volumation station narcoticry narcotic charges to moving the wheel of the vehicle. there is no products we don't have we add a lot of value for our customers and i think we're one of the only one in the world that masters at skill the mechanical, the motor, and the motor controller, so-called

power electronics and that puts us in a very, very unique position. >> i want people to understand the commitment you've made let take one that is to me emblamatic people would understand that transformation is happening now. >> they are a world leader in battery packs for commercial vehicle. we also have an acquisition pending in germany that is also doing battery packs for commercial vehicle with blue chip customers especially also in the bus sector. we think the bus sector is going to be electric and really, really rapidly and so that shows our commitment to both the commercial vehicle segment. >> so one last question, you obviously have to do some

disposals but you will have to do acquisitions to get to that number are there enough companies out there who are doing things at scale that would augment what board warner is doing now? >> yeah, we understand about $8 billion between now and 2025 using the free cash flow that we're generating in the company, we're self-funding this prove visi -- pivot and $3 million so about five for cash flow and three for rnd capital to put that money at work to help the pivot towards elect -- electric and there are interesting companies that will give either the technology that we always look for, this business is all about efficienefficiency, moving

electrons as efficiently as we can and looking for school jim, you can have the best product if you don't have skill and are not competitive, it's going to be hard in our un industry. >> i think you'll pull it off. i do it's the least expensive play i know in the market today ceo of borg warner great to have you. >> thank you. >> when you go through the presentation, you can see this company can pivot and more important, it's a very inexpensive way but a sure way to be connected with electric vehicles in your portfolio "mad money" is back after the break. >> announcer: coming up, could a company's sustainability efforts be the key force driving profits? the top class of an esg play up almost 100% in the past year joins cramer to break down how helping the planet could help your portfolio next

what if you could have the perspective to see more? at morgan stanley, a global collective of thought leaders offers investors a broader view. ♪♪ we see companies protecting the bottom line by putting people first. we see a bright future, still hungry for the ingenuity of those ready for the next challenge. today, we are translating decades of experience into strategies for the road ahead. we are morgan stanley.

believe it or not, you can teach an old dog new tricks. look at kbr, the engineering procurement business it surged 12% yesterday after management held an investor day with kind of blew everybody's mind away. for most of the history, kbr was energy service play, defense kicker but when the price of crude collapsed in 2014 the come p -- company made a change. they dumped most of the energy business and get 80% of sales from sustainable technology helping companies achieve their esg goals than from energy

they're way ahead of pact. it separated itself from engineering companies and management laying out the bullish forecast they're talking about doubling or tripling the earnings by 2025 let's take a closer look with stewart brady, the president and ceo of kbr and learn more about the company and where it's headed welcome to "mad money." >> thank you, thank you for having me on, jim. >> i have to tell you, i thought i knew your company, honestly and take home the package and start reading about it and realize not only do i not know your company but your people your people are committed to a plastic free ocean they're committed to civilian space and green hydrogen you've done a complete overhaul of the company. >> our introduction was great and being called on old dog. i do appreciate that i've been called worse you know, i do think that, you

know, our esg story we're adding value to our customer's esg story, symbolic relationship between a shareholder value and being a good sustainable citizen and i think that's really, really important for shareholder value and having longevity and not arena. we are, we've got investments and invested in plastics recycling and technology and fantastic to recycle all types of different plasticsconstrained it's going to be a really exciting future. we're at the forefront of space and forefront of defense and intel and we've gone up market in digital engineering and the company has transformed. thank you for having me on transforming a company is hard for reception is actually sometimes a little bit harder. >> well, you made it easy, frankly, because some things are

very simple that you did it could be the circular plastics picture i'm not minimizing this, of a turtle which makes me say wait a second because i have been after dow chemical to be involved in this or when you mention space, sir, i got to tell you, when i try to get a space play for an audience, i end up with things like 3 d but you're at the forefront of civilian space. >> indeed. we build a franchise involving nasa and operational and we help fly satellite and maintain the international space station and train the astronauts and mission control together with nasa front and back after office. super exciting stuff you move that into this low authority space franchise that's heading our way with spacex and virgin and blue origin and

companies thatlike that is a sml part of our business and then you look at the area of where actually there is a lot of threat around military space and all the intelligence we deliver. very, very exciting broad well funded bit of business and super cool and talk about attracting talent and being able to sort of nuture the best and brightest. >> i want people to understand you'll be astonished a learned a term that frankly, it had my head spinning. spoofing which sounded like it was a fun thing but that's got to be one of the most dangerous terms on earth. we don't want to be spoofed, right? >> we do not want to be spoofed. no i could tell you you don't want to be spoofed in cyber people will tell you exactly why and how and yeah, you don't want

that to happen to you. >> that's an airplane in your space you don't want to know when i read that it was very as much of your presentation science fiction. sir, that made me think you've changed. it's science fiction a lot of what you talked about i did not know existed. >> yeah, we're heavily involved in things like directed energy, which in a laymen's terms means lasers and lasers when people start to talk to me about that, i reflekct back to star wars and been around for a long time but directed energy today is the only deterrent people identify to back to saudi arabia where these drones came across and we're at the forefront of that integrating with new solutions of energy and help defend against the threats so again, very much of the for fefront of national security and defense and future defense and again, that's super exciting and as you can tell, i'm really passionate about the talent and people you

need to be able to do that and that really is what excites me about our future. >> you should be another area and i've got a million things to talk about we don't have a lot of time. i did not know there could be a green ammonia solution i thought that may be theless expensive way than pure green hydrogen solution. this is far more practical, isn't it >> it is because ammonia is a liquid the chemical formula just to put it in context of ammonia is nh 2. one nitrogen and three hydrogen. very efficient way as a liquid to transport hydrogen across the world and really it allows the transportation of hiydrogen coming our way today there is a grayammonia ant you produce from today's natural gas and green ammonia is when you actually get super, super

cool and you can actually take water and you actually with a lot of energy, you can produce hydrogen from water and take using your handling, take the nitrate from air and then you can produce ammonia. you can produce sometime in the future, just think about that, energy from air and water. how cool of a solution would that be? >> i've got to tell you, every solution that you offered was very cool and i'm not trying to get people to go apply to you, although, i think if i started over life, i'd like to work at kbr because you are solving the esg stuff i didn't think could be solved and i want to congratulate you on what you've done to the company. it's really remarkable great job. >> i mean, thank you very much, jim. very much a team game and, you know, the team i've got around me, fantastic and can't say enough about them. thank you very much. >> they must be very special that is stewart brady, president and ceo of kbr if you want to read a science fiction story that's not

fiction, read what is their presentation it a page turner i'm not kidding. "mad money" is back after the break. >> announcer: coming up, doctor, doctor, give me the news cramer sits down with an expert whose got the latest facts on covid recovery you don't want to miss next we see breakthrough medicines getting to patients in record time. at emerson, our automation software is empowering pharmaceutical companies to accelerate their production of critical vaccinations for the world. emerson. consider it solved.

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we finally got a handle on the vaccine rollout. j&j delivering is 111 million doses of one-shot vaccine. we're still losing more than 1,000 people a day do we need to keep wearing masks and how dangerous are the strains? could we look at an ugly

resurging in the fall. let's talk to the expert dr. eric topple he's a director of the science institute and the single best twitter follow amount covid. welcome back to "mad money." >> jim, it great to be with you. >> doc, have we lost our resolve? i'm looking at the michigan numbers and variants and thinking we celebrated too quickly. >> there are some things to celebrated today we hat 3.4 million vaccinations this one day which is a new record. so to ever think that we'd be inoculating more than 1% of the population a day that's great but on the other hand as you're eluding to, jim, we have a problem with variants, particularly the one from the u.k. and one concerning the new york vvariant.

we have michigan lighting up and new jersey, new york, pennsylvania now these zones are heating up and we need to vaccinate with priority there we need to also not let go of mitigation measures. so there is clear obstacles and two regions that are really problematic. >> if we continue to the pace you're talking about, maybe the foot race is won by the good guys. >> yeah, we will win this race there is no question vaccinations are extraordinary effective against the variants but we got to get them into people so that we have this level of population immunity where the virus has a hard time finding a person to reside in and infect we'll get there if we don't relax. we got to hang in for six more weeks. >> so doctor, one of the things

that concerns me, the vaccine is fabulous i still talk to a lot of people that aren't going to get vaccinated maybe their companies told have something to do with them. some don't want the second moderna because they don't feel well once you get vaccinated, it doesn't allow you to do anything you couldn't be. are we making it enough of a reward to get vaccinated >> great point the whole idea is remember tri. >> you're getting back to covid life to be a grandpa and see my grandchildren is a big deal but much more than that. you can get out and go to stores and shopping malls and restaurants and not be so wor worried. yes, we need to wear a mask to ensure transmission is blocked we can block illness with vaccines but not entirely sure but looks like we can block the

spread of transmission but, you know, a short term use of masks on top of vaccines, ability to get back to precovid life, we're almost there this is the time to be a little more patient. >> i go to the doctor last week and before i go in, they take my temperature and i said look, i showed them my moderna card, it was two months ago and they said it doesn't matter because have you gone anywhere? i said i went to florida a couple weeks ago you can't go in. i said my moderna is more important than the temperature than the thermometer when will we realize being vaccinated is more important than the temperature. >> the temperature taken is like a placebo. it doesn't do anything this is a miracle of medicine. the he issitant people have to understand they can become superhuman against this virus the virus gives much more

protection than natural immunity and protects against the variants there isn't etven a comparison and levels of antibodies are far greater than human beings develop. we have to get the point across vaccination is safe and those people who are hesitant, their missing out on where they can be post vaccination. >> you have a great thing about this superhuman. that really made me feel terrific about our own science i'm going to ask you a question. i'm going to open my restaurant back on may 5th and i want you there, doc but i want to put a sign in the window that says no shoes, no socks, no vax, no service. will i be closed down to say you have to have a vaccine, something that proves that you had a vaccine? >> great question. in the best of all worlds, we'd have everybody buy in and if they didn't get vaccinated, they

wouldn't feel right. it's going to be tricky. the so-called vaccine passports like at restaurants or travel or, you know, anything, this cou country is not as tough on it. israel is doing it and countries are doing it i can understand that logic completely. >> well, dr. topol, you're a breath of fresh air including telling the truth about astrazeneca. you said it. this is outrageous you're the only one that said it was outrageous everybody else said it's okay. it's very fast come back and talk. >> will do. >> you are the beacon of light to light the whole thing through, dr. topol, the national science ips connstitute go to twitter now and follow this man mad "mad money" is back after the break. >> announcer: just chill out. >> the chill man is in the house and happy noup noun.

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indeed you do. the moment you sponsor a job on indeed you get a shortlist of quality candidates from our resume database. claim your $75 credit when you post your first job at indeed.com/bike. it is time, it is time for the lightening round, buy, buy, buy, sell, sell, sell and then the lightenning round is over are you ready ski daddy? time for the lightening round. we don't we start with lou in florida, lou >> caller: boo-yah, jimmy. >> they're not booing, they're louing, what's up? >> caller: i bought ddd awhile ago and it's come down. >> yeah. but you know what?

they actually are making a come back i got to get them on the show. over heated and became a stock like a meme stock for awhile when i realized i had a meme whatever i want you to stick with it. i believe in 3 d you'll do okay want to go to eric in florida, eric >> caller: jimmy chill, boo-yah. >> what is happening >> caller: hey, man, i want to know what you think about this company for a long term dividend play nly. >> take a pass on that, my friend you see they have been playing the big dividend game for a long time but you're not getting good on the principle it's come back up and that's great but i'm a seller i don't want you in the stock. i need to go to wallet walter i carolina, walter. >> caller: boo-yah, jim from north carolina. >> man, i wish i was down there fishing with you what is going on >> caller: thanks for taking my call

watched your show every night and i appreciate what you do for us. >> thank you. >> caller: paypal has had a tremendous run and as high as 309.14 over the past week it dropped considerably but it did recover $6 today i'm confused should i buy at this price or should i hold what i've got or should i sell? >> okay. you have to understand that stock has gone out of the wall street fashion show that only has love for the industrials i think it can go lower but you got to think long term on this and if you do, then you should own paypal, not trade it because dan is doing a great job let's go to -- oh, big e in pennsylvania, big e? >> caller: boo-yah, jim, thanks for taking my call. >> my pleasure. >> caller: possible home of nick foles could be coming back. >> wow, number nine. what is going on. >> caller: anyway, thanks for

being there. thanks for everything you do you're so informative, helpful and you give major overviews of what is going of in the market. >> i want my wife to listen. she'd like me more. >> caller: welcome i want your thoughts on a new ed threaten tick company coming into the market dominated by alal e a allergan i bought then for the botox franchise. this new company ran by the president and ceo of coolsculpting which allergan bought is buying a new company the new company he brought indep that developed juvederm and brought in the company, the crowned jewel is a six-month

neuro toxin. >> i know it. >> caller: what are your thoughts on this company for advanced therapeutics. >> see, the gun that runs advi is a competitive fella and has not turned the juice on and when he does, gonzalez will hurt. you're right they have a good group in place but he can cut the price of botox pretty severely and stop anyone i want you to be careful i wish i liked it more i know that group. my wife was a pharmaceutical asthetic salesperson for years and years. >> caller: thank you for taking my call. >> thank you thank you. >> caller: i know my generation gives you a tough time so if you need a 345 -- millennial liaison, let me know

rgi -- >> that's a good company it's collapsed here. it's a good company. i've done the work on it down here you got to actually pick it up i wouldn't be a seller i'd be a buyer let take one more. let's go to nate in california, nate >> caller: boo-yah jim wall street best og from the day recent game stop obsession when we used to live chat your shoe. >> yes. >> caller: talk about a stock that hasn't gotten enough coverage amidst the mania. the ticker boasts 50 billion of capital and buy and hold without over the top management. i'm almost done. if that's the best leadership team in the business including bill ackman after the brutal spac sell off this past month it trading close to approaching a soft deadline.

no announcement -- >> we know they would buy it but you're right he's aligned with the shareholders including putting a lot of money himself into that so i share your excitement about pershing square and bill, i know you which what the show. i'm positive on what you're doing. okay and as far as the people on wall street wbets, i'll leave you wit one word on them they're way too old for me and that, ladies and gentlemen, is the conclusions of the lightening round. >> announcer: the lightning round is sponsored by td ameritrade coming up, it can quietly sap your pow tore save and spend, next er save and spend, next. ♪♪ ♪♪

this piece is a tough one for me to do you see the upcoming wave of inflation, i believe it will be temporary but i'm now beginning to also believe it will be a real doozy the fed chief jay powell may need to steal himself when the prices are revealed as he said inflation could heat up before it subsides. i know powell doesn't want to raise interest rates i don't want him to raise interest rates he's made that clear now that the great reopening is upon us and we're throwing more stimulus at the economy, i am beginning fear he might be forced to tighten because some of the inflationariry shortages that i look into are turning out to be more intractable than i thought. that's what the bond market has been saying all along and i've

been skeptical when i look at what is happening, i see the point consider the industries seeing amazing inflation who have come on our show. new core, america's largest steel maker said it surging demand for every kind of steel meaning steel for buildings, oil pipelines, vehicles, you name it with demand on the rise they can put through major price increases and that is before congress passes any kind of infrastructure bill. it's no wonder after last night's "mad money" push that new core was the biggest winner in the s&p 500 today new core we know there is still unrelenting pressure on the most important commodity in housing which is lumber. until we get a new trade deal with canada, we've got tariffs with canadian lumber and not enough supply to hold down pricing. it doesn't have to do with real inflation. it tariffs and no agreement with canada that means every home is more expensive to build but the home builders had no trouble passing those costs on to customers that's why their stocks keep

going higher there is a tremendous semi conductor shortage and gets worse by the day which is putting on the hottest auto market in ages it so bad ford hat to halt production on the best selling vehicle in america, the f-150, at least for the weekend not enough chips if you can't buy new, go used. have you seen the used truck prices no bargain anymore prices got out of control sometimes exceeding the price of new a couple years ago the semi conductor companies are taking advantage of the chip shortage to raise prices sure, this problem is solvable you just need to bring new chip supply online. unfortunately, there is no sign of any near term boost in production, near term and takes a long time to build semi conductor. new ones, a 2024 story at the earliest we need machinery like land research and materials that are

back ordered which is why those three stocks lead the s&p. when micron reports, i bet we'll hear the shortage spread across the entire industry. the price of crude briefly went down but the suez canal got shut down that will raise the price of not really oil but petroleum products that do a lot of tankers will be forced to take the longer route around africa, day rates for all sorts of ships are spiraling out of control. tremendous pressure on the price of shipping to avoid the bottlenecks at the ports on the west coast freight costs are soaring. shouldn't be but they are. the worst inflation is from the winter storm yuri that reeked havoc in louisiana and exas. so much capacity is shut down far more than a realized meaning susceptible to price increases listen to what i heard from a source the plastic ripple hit the

retail end of the business our operations guy went to home depot last night to pick up some electric parts the shelves were evermptied yesterday because plumbers and electricians got word of the shortage and the toilet paper panic buying set in. plastic, electrical boxes, pvc pipe retailer haves to pass on the costs to consumers or margins get crushed. i think this plastic price increase will ripple through the entire economy there is no signs of the restart of the plants damaged. this stuff could be temporary with enough time shortage that do take care of themselves but i'm starting to worry we don't have enough time and all of this inflation may force jay powell to raise rates before he has to. i prefer he stuck to his guns. not like higher rates can create more steel or plastic. demand goes down and people lose

jobs but inflation is no longer a theory concern it here. as much as i want powell to stand up to the inflation, i got to admit they have a lot of ammo to use against them. i like to say there is always a bull market somewhere and i promise to find it here on "mad money. i'm jim cramer see you monday "the news with shepard smith" starts now well, spring break partiers break that pandemic progress i'm frank holland in for shepard smith. this is "the news" on cnbc an increase in cases over the past seven days as the united states sets a record in daily vaccine doses. tonight, the new study that could determine if vaccinated people can throw away their face coverings. >> we're hoping to get through our rescue today and start recovery today. >> reporter: deadly storms hit the deep south leaving a path of damage and destruction now millions more in the path of danger as severe weather