qualcomm getting off the mat here, mel, qcom. >> all right, thanks for watching "fast money." i'll be back tonight at 8:00 p.m. for our cnbc special "race and opportunity in america". don't go my mission is simple, to make you money i'm here to level the playing field fur all investors. there is 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 trying to make you money. my job is to entertain and teach you. call me at 1-800-743-cnbc or tweet me @jimcramer. bye, bye reopening, hello

counter trading. investors piled into the high flying growth stocks that spent the last couple months just getting hapmmered sometimes mergelessly, s&p gaining 3.6 new record and the nasdaq where the cluster surged 1.54% so you got to ask yourself has this market changed it stripes or are last year's big winners getting a temporary reprieve from a horrendous sell off if you're hoping the happy days are here again for tech, i got lukewarm news. to understand what is happening with these former market darlings, talking about these are generic, surface nows, sales forces, you need to remember why they got so disliked why did the stocks of apple or amazon or adobe become such dogs as the business is

extraordinary. the adobe conference call, for some of today's move is probably about the mechanics of money management mutual funds that disclose positions are reluctant to show they own the names you don't want your clients to know you own obvious losers. many firms reveal holdings before the end of the quarter to buy the names with the last day without making themselves look bad but they care about that why are these stocks so embarrassing for professional money managers because this quarter is about the great reopening thanks to our surprisingly effective vaccination program. we could be on the verge of the roaring '20s, this time with a different century and you want companies joined at the hip with the economy. not companies that do fine regardless of the economy. i'll give you case in point. we'll use this as the met aphor for the market so i can explain. this is the stock of cleveland cliffs, okay

up nearly 17% just today now unlike fang or the cloud kings, cleveland cliffs is the opposite of exciting this is an old fashioned company that minds and processes iron so it can be used to make steel there is nothing sexy and the sex the appeal for sales force, they want industrial stocks that can deliver gigantic beats like today from cleveland last week they had a sharply better than expected quarter, something the tech companies never do when wall street says you have no idea how this company is doing, it creates tremendous buying interest. the stock caught fire delivering pab fabulous performance for the ancient cleveland company ahead of the preannouncement you want to be in right there. we're not done

let keep using this. i can practically hear some of you say who the heck cares about iron about pellets of iron? doesn't the future belong to data centers, semi conductors, internet of things, software service? are we getting excited about a pathetic old cleveland iron works, if you're thinking like that you're missing the point of the industry called wall street. money managers don't care about iron they're salivating over the comparisons generated versus last year. remember, the number one driver of stock prices is whether or not a company can beat the earnings estimates created by wall street rezensearch analyst, the larger the beat, the larger the gain they can do $500 million in earnings, this quarter wall street was looking for less than $400 million the company s have been able to demonstrate they can deliver that kind of beat.

look at dodocusign, not saying they are manufactured but a little better than expected. you have stocks of gigantic name brand companies that can maybe offer surprises and on the other hand, you have stocks of industrial companies producing a huge beat. such big beats that they have to put out a press. we have to do the now. we have to reveal it because there is so much better than the estimates and remember, cleveland class is delivering numbers before biden's huge infrastructure plan. if congress passes a fraction of what he wants, that represents tons and tons of business for these guys let me put this the way maybe you can -- i'm trying so hard to get your head around this. even though most of the in industrials sold off and tech stocks sore the, the performer

was 174-year-old iron and steel play, the tech stocks weren't roaring today because wall street expects explosive earnings growth, no. they're simply not part of the grand reopening story. they don't fit into the thesis that the big trigger pullers want that's why i'm calling today counter trend. this is counter trend. making matters worse, their stocks are too expensive for most professional money managers these veterans prefer to buy stocks that trade on price to earnings ratios, not the sales ratios often default met tric because there are no earnings. they won't go for facebook or netflix. they qualify as cheap. i'd argue apple is in the same boat but most of the tech stocks can't be counted on for big runs because they don't fit the money manager profile. at best, they can get a couple days worth of momentum you don't have to agree with the money managers making these calls but you need to respect

their preferences because they run so much money they can move stocks they want any industrial company that can deliver incredible gains in a rapidly growing economy. we might have 10% gdp growth this quarter as america officially reopens and a stimulus comes flooding in. it not just that industrials have better comparisons year over year. you have the inflation issue i talk about as the economy gains momentum, that produces higher inflation and inflation is devastating for fantastic companies like these because the stocks trade on potential earnings five to ten years down the road but the dollars have less purchasing power and the earnings are just eroded now, i don't want to rain on anybody's parade with the s&p hitting the all-time high and the move and i'm not telling you you got to bail on some of the great growth stocks of the time of which these are included however i want you to look over your portfolio and do critical thinking how many of 2020s best performers you want to own

versus the ones that are performing well in 2021. as the second quarter gets rolling, this market will become kinder to the industrials and by the way, the banks and even less hospitable to tech and health care remember, i don't want you getting blown out of this market because you're experiencing heavy losses in great companies like these when you see these counter trend rallies like today and perhaps tomorrow, you need to think of them as opportunities to reposition you don't have to sell your high flying tech names. that would be a big mistake but if your portfolio only contains companies with big sales growth and not a lot of earnings, you might want to sell and swap into what is working. i know you could argue it better to own a unity what a great company, crowd strike you know i like them ring central how fantastic are they than some dirty old iron company you would have been absolutely right last year but 2021 is a new market playing by the old institutional rules that befuddle so many armature investors and first timers

here is the bottom line, money managers don't care about the most exciting long-term growth stories like the ones behind me. they want the companies that can deliver the biggest surprises here like cleveland cliffs and in a booming economy, boom and bust cyclical like clf and not those who represent future growth or may not. depending upon their execution and the execution of their competitors. let's go to tom in new york, tom? >> caller: hi, jim, this is tom from brooklyn. big boo-yah from brooklyn. >> big boo-yah i'll be there tomorrow what's going on? >> caller: i'm recently retired and i'm calling about edison, e.d. >> right. >> caller: i own it in a taxable account and ira and i like your opinion on its outlook and the safety of it dividend and whether or not i should take the dividends in cash or reinvest

them in the stock. >> well, we always reinvest here that's been our preference, and con ed is getting more -- i'm not in favor of the regulatory environment. i would say you want to be in american electric power down $10 from the high. i think that represents better value. kevin in texas, kevin? >> caller: boo-yah jimmy chill from sugarland. >> good to have you, what's up >> caller: i got my second moderna shot today. >> congratulations that's when i want to hear. >> caller: thank you shoutout to my dad frank the tank, also. >> that's good. >> caller: the reason i'm calling is i started a second trading account for just my son william where i will deposit small amounts of money into fractional shares as you suggested. >> good, good, that's what i want fantastic. >> caller: instead of penny stocks, i liked roku because of

the disruptive technology but also been falling because of the yields but i just want to check with you, will it be better off with roku as best in breed >> no, here is -- i want you to look he's got a long timer his whole life to make the money back. i think rok us expensive, the stock. the technology is terrific the stock has come down from 486 to 325 and could go lower but i like the idea that if it doesn't work, well, we got the rest of his life his money back and if it does, holy cow, that's what we want to see this is what i spent hours on this, roku and even kinder to the industrials and the banks that can get to go over but don't overload you and i thinkless so to tech and health care in a booming economy i can't

change that. it's just the way they were born the cloud stocks are showing signs of like but what's the longer term forecast i'll sit down with one of the hottest stocks in the base to give you another prospective incino is it worth considering or what's bought this year and the auto industry is plagued with a semi conductor shortage to give a company an upper hand, spac. i'm talking with the ceo, president biden revealed the details of the plan. what do we do? i got gina and she had a lot to do with this kind of plan. let's take her view on what the infrastructure plan means for the economy and your portfolio so stay with cramer. >> announcer: don't miss a second of "mad money", fofo follow @jimcramer on twitter have a question, tweet cramer

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stocks were down like crazy today but spending the last six weeks pull -- pull va rised. we have incino cloud based software from big banks to little credit unions this is a terrific company since the ipo, i've been warning you the stock got expensive but lately it much cheaper ncno reported a strong quarter and top and bottom beat 47% revenue growth

numbers weren't totally perfect, management's full year sales forecast is higher than expected and guiding for a larger than expected loss. six months ago nobody would bat an eyelash these days wall street is a lot less enamored. let let's take a closer look with the president and ceo of ncino welcome back to "mad money." >> great to be back. >> pierre, we're in a market i frankly don't like punishing companies that are spending too much because the opportunity to grow is so great sometimes i feel ncino has such great opportunities, it's worth spending whatever you can. how do you make the trade off between how much you spend and therefore what you can earn and how much the opportunity is? >> jim, we have a massive opportunity. we're sitting on a $12 billion serviceable market

so we feel at this stage of the company we should spend and actually grow and create a foothold in europe we're building new product we can expand inside our own banks 55%. triple p actions we take to use banks. the big thing on cash flow is the fact we didn't travel the past year and we are planning in our plans to travel again this year because i think in the end, it's important to meet your customers, see firsthand what is going on and how i can help. >> you will have higher expenses and people will say i don't need a company losing money i want a company making money and not focus on this growth that you have. >> well, we like to be a growth company. i think in software there is always winners and then a lot of ankle biters and i want to be that number one winner that actually helps bank on a global basis and then we can actually turn the cash flow on and off as we like to but right now we're

in growth mode and prefer that mode. >> let talk about a bank you obviously are just kind of -- obviously using your software throughout the organization, which is first horizon we have ceo brian jordan on regularly. he's an inquisitive bank, not just sitting there in tennessee. how do they use ncino so our viewers know what you do >> brian is a great use case with the high level they do three things we do loans of any type to help the bank speed up the process and go open accounts in the case of brian, they bought a bank and then that little back actually used ncino and we took the software into the nice bigger bank to be the standup going forward and as they had new companies going forward, they used ncino as the standard operating procedure and that's a great example how they expand and help the banks as you

go. >> are you replacing someone at first horizon or just the first horizon didn't have this kind of system, iberia did and first horizon did and they wanted icino. >> it's a mix. 10 to 15 systems to collateral to account opening systems and create a single platform in the case of first horizon, we will do a customer on board and sales and services. >> okay. so let talk about europe this is pretty interesting it a big push. you're not just -- it's not you're going to germany. obviously, japan i shouldn't just limit it to europe why those markets? don't we think those markets are slow growing >> there is a massive need because of compliance requirements there, it'sold

an ant antiquated systems i feel good for long term expansion in all markets the banks have exactly the same problems as the u.s. they need to be more efficient, more fin tech like and more customer friendly and we help with all of those. >> so let's go back and look at something that i think is fascinating. i'm trying to find the right met trick. i'm coming upon this one over and over again large customer growth. you want to get not these little deals, the ankle biters, i like that term you use but you want customer subscription revenue greater than $100,000. how are they doing >> so what we saw in the past year is that the smaller banks got morre disrupted by triple p and had to turn their attention to the government loan programs. the bigger banks have the breath

to continue with the initiatives and that's why you're seeing the growth a lot from the bigger banks that could carry on with this initiative. i'm seeing a turn of the smaller banks now coming back and we've got a fantastic pipeline of community and regional opportunities that's coming our way. >> why don't the regulators, this is mystifying to me, pierre, why do the regulators want banks digitized, automated, stream line inefficient complex processes and work flow? if i were a regulator, why don't you have ncino here? i don't understand why you have 15 different systems this is the way to keep the regulators appeased and get your job right. >> i cannot agree with you more. you can do this from home. you don't have to travel to examine these banks. this really simplies the exam nation process that reporting procedures and helps the bank become a non-event because it

keeps track of everything and reporting in there so it really should be a no brainer. >> that to me is the greatest reason to own the stock. to me, you're the solution these guys don't have solutions without you. pierre, president and ceo of ncino. this is a growth stock and you should have growth stocks in your portfolio you don't need nothing but dividends, ncno. "mad money" is back afterthe break. >> announcer: coming up, can a company powering the next generation of automotive tech also power your portfolio? find out when "mad money" returns.

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you know i think we got too many spac deals. everybody seems to be growing in

the towel on the group give it a second look. and software for the automobile industry it in the process of merging with thunder bridge accusation two that trades under the symbol thbr although it will become indi once the deal closes in the next few weeks they have autonomous driving, connecting stars and vehicle electricity and what the president is talking about the auto industry is plagued by a semi conductor shortage, the stock has fallen from 15 late last year to $10 in change today. in fact, it's almost exactly where it was when the deal was announced. we feed to be careful with the spac stories this deserves a closer examination so let's check in with the co-founder, chairman and ceo of indy semi to get a better read where his company is headed welcome to "mad money." >> thanks, jim

pleasure to be here. >> so donald, you are in the hottest area of semi conductors but to the point where it actually basically said we'll not many able to make the quarter. we don't have enough chips and furloughing the workers across the country. will indy have enough chips to meet it client's demand? >> for sure. so far, so good. india is kind of a policy, we developed our supply chain kind of in our own image focused on the auto motive market so we picked suppliers much the same and to that end they make the right decisions for the automotive market where others are strugglstruggling, we've prd and seeing people coming to us looking to make sure that they can have some of the goodness in the future for their products. >> you have to take that off the table because some of these smaller companies have been crushed by this. i'm trying to understand the path from $20 million in sales

to $5 million and we don't want any of our viewers to be in a situation where companies are over promising and can't deliver. >> exactly i mean, we are in the space because we've been extremely patient. we've build the company slowly and carefully over time and as a result of that, we built this backlog and we have real history. we shipped more than 100 million parts into the business already. we have a track record and that really is going to grow very strongly we have great visibility into this year, next year and the years beyond because the bad thing about automotive, it takes a long time to get started but once you're in, you get good visibility going forward. >> is that why after you've been in business for more than a decade, you're at the 23 million run rate, once you're in it will start taking off >> absolutely. there is no shortcut in this business many people ask me how we managed to get into automotive so quickly in this business and the actual answer is we didn't it took ten years.

doctor is really no shortcut to that you have to serve your time. you have to prove to these guys you're ready for prime time and once you get that point you bring the company to the public market for this time. >> the president is talking tonight about a lot of different infrastructures. when you break it down, what he really spends a lot of time about is climate change and he's very electric vehicle focused. what does indy bring to the party that would please and present an opportunity for auto makers to really team up with the government to get this thing done >> well, i mean, pretty much all of our products are synonymous with high end vehicles to date so any tail wind that the e vehicle market has is great for us we're kind of in early innings in terms of the e vehicle climate but we have several key wins in the area directly germane to the systems of the e

vehicle cars it early innings but some substantial part of the growth from the future comes from that area. >> our viewers are familiar with david aldridge david came on when sky works was at $5, he was the second guest and he is putting it on this company. how are you connected with sky works that david would want to be involved? >> well, that's funny because he claimed he was your first guest. >> whe was second. reagain regeneron was first, he was second. >> we pursued him aggressively his experience was exactly the journey we're about to go through and having him at my side to guide me and make the right decisions to go the same direction is really what i went after strongly he was my boss for a brief period, although he probably doesn't remember me at the time because i was low in his organization but i've always been impressed by the cut in his

jeb. >> why a spac versus an ipo? >> well, i mean, for us it was a question of timing we were on the path to ipo towards the end of 22, 23 regardless the spac came our way as we saw a huge uptick in demand from the customer base and the only limiting pact tofactor to the p balance sheet. these guys are looking for you to be around in 20 years the opportunity is now it gives us the firepower to the balance sheet and that's really where we're going to grow and we're going to take off right now so looking forward to the ride. >> it does feel after reading the shortages and the secretary of commerce talking about this that you would have one of the hottest deals simply by being automotive semi but maybe that's too simplistic, correct? >> no, i think that's true

i mean, there are many auto tech companies going out at the same time but we provide the under pinnings for us, we're at the technology area we'll supply to the new entrance and the existing guys and i think as an investor, that allows you a hedge you don't have to decide between light a and b, the likelihood is we'll supply to everyone anyone. >> i like that. >> so pretty much it doesmake us the hottest -- >> i like that very much this stock would be -- because of the way spacs work, you might be getting a particularly low price on this one. i don't say that about many spacs so i want to thank donald, the co-founder, chairman and ceo of indie semi. thank you, sir. >> thank you. >> david aldridge one of the greatest sky works solution company that we know before griffin came in is personally involved with this company and to me that's a very important seal of approval "mad money" is back after the

break. >> announcer: coming up, from the "mad money" studio to the president's cabinet, and now back with the latest on president biden's infrastructure intentions, commerce secretary gina joins cramer next we see temperature control software giving everyone a shot at vital vaccines. at emerson, our software is shepherding medicines through every step of the cold chain, helping track conditions to keep each dose safe and effective. emerson. consider it solved.

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it's a once in a generation investment unlike anything we've seen or done since we built the interstate highway system and space race decades ago

in fact, the largest american jobs investments since world war ii it will create millions of jobs, good paying jobs and grow the economy and make us more competitive around the world. >> that was president biden today unveiling american jobs plan a $2.25 trillion proposal that includes lots of money for long term care, affordable housing, manufacturing and broad band access and electric vehicle charging stations to pay for it. he wants to raise the corporate tax rate from 24% to 28% i don't know if he has the votes but part of it could have huge inch implications for the economy i want to speak to the former governor of goorhode island welcome back to "mad money" and i didn't get a chance to congratulate you and your appointment. >> great to be with you. >> as the business person in the

cabinet, i thought you would be able to give me perspective to get business and government going hand in hand to grow jobs. >> thank you the president's package is good for business this sblt bis about boosting amn competitiveness and everything that will stimulate business, training, basic research, research and development and something you and i have talked about, semi conductors, the building blocks of the future economy, semi conductors there is $50 billion in the plan for that alone so i'm hopeful that when the business community large and small has an opportunity to look into the package, you'll see this is about competing and winning now and at that time good for business and conductors. >> there is a terrific note

dedicated to industrial capacity i believe that a lot of the problems with semis is the chinese double ordered and very smart about it and very competitive with us. i listened about the problem with china, the president, the second issue he said of the great challenges of the time is the ambitions of an autocrat tick china, the ceo of boeing said today we can't be locked out of that market how do you ball lance these thi mad madam secretary? >> we need to invest in america and invest in american manufacturing capacity and workers and skill and get back into the business of investing in basic vernlresearch where wee fallen behind. we can't dilly dally let take action. we'll compete with china there is time to rebuild and build in semi conductors in particular but we have to get to the business of doing it and i

have talked to i think every ceo of every semi conductor in america in the past three weeks and they tell me they need help to build and to employ americans in this industry across the board, you know, in basic research and job training and advanced manufacturing and research and development and that's what this bill will -- the president's proposal will provide. >> when you decide the public sector is providing enough money you don't need to put the government's money in it for instance, there is reference to electric vehicles there are five electric vehicle charging come panpanies now thav lo lots of money. should we fund that given wall street will throw any amount of money at it? >> i don't think that portion of the plan is to subsidize companies per se it about building infrastructure and by the way, that's across the plan

investments in airports and trains and water and quality and housing. it's getting back to rebuilding america so that when our grandkids look back at what we've done now 50, 60 years from now we'll look back at this as a turning point in america where we got back to investing in ourselves and in our future in basic infrastructure. >> basic infrastructure is thought of as being -- i talked to the railroad companies. it's almost comical, madam secretary. they are winning because the roads are so bad how is that possible we're a major country how can the rails be winning because we don't have drivable roads? >> you know as well as i do it's more than drivable roads every american doesn't even have access to high quality affordable broad band. how can you thrive in the economy of today and tomorrow if you don't have access to high quality affordable broad band?

you can't. we saw it in the pandemic, kids couldn't go to small and small businesses couldn't survive and in inner city areas, rural areas, they don't have broadbands airports the same thing. rnd basic research, we have falcon a place where we cannot sustain. so it's not as simple as roads although by the way, our roads are pretty bad as are our bridges. it's infrastructure broadly defined and again, about competitiveness. if we want to compete in the technologies of today and tomorrow, artificial intelligence, computing, you need to invest now including with semi conductor chips but across the industry. >> what do we do with companies now? i can hear them saying i hear madam secretary and she said she. whants us to be competitive. if you raise the tax rate, we're less competitive.wants us to be.

if you raise the tax rate, we're less competitive >> if we raise it too high, that's right that's not what the president is proposal he's proposing a reasonable increase to 28% for corporate tax rate below where it was prior to 2017, low to reasonable level and lower than it's been in decades and making sure it's fair across the board, simpler, fewer loopholes. i hear from from industry all the time simply the tax code fewer loopholes and incentives that's what the president is saying so i understand not everybody will be pleased with increased corporate tax rate but it in the reasonable range it competitive and it calls for simplification by the way, today we would begin the discussion with congress the president has put forth a way to pay for his ideas let let's have that discussion in congress and land in a good place. >> thank you for coming on the

show madam secretary and it terrific to hear your voice. thank you so much. >> take care. >> she's the u.s. secretary of commerce a lot to think about here with this package "mad money" is back after the br break. >> stick around. the lightening round is coming up next.

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through the year 2021. - [student] i knew snhu was the place for me when i saw how affordable it was. - [narrator] find your degree at snhu.edu. before we begin, i want to make sure you don't miss cnbc's race and of timopportunity spec tonight at 8:00 p.m. these are top of mind issues and we're looking at the economic and social challenges facing the asian-american community i'm going to watch i need to learn. i hope you do, too and now, it is time, it is time for the lightening round buy, buy, buy, sell, sell, sell and then the lightening round is over are you ready ski daddy. i'm for the lightening round

steve in connecticut, steve. >> caller: hi, jim, boo-yah. >> boo-yah, steve. >> my stock is himx. >> yeah, i mean, it goes down the semis, let stick with the biggest and the best walt in new jersey >> caller: thank you for your picks all these years. >> thank you >> caller: what do you think of -- >> terrific. it's small, medium size business and uniforms, i've used them this is a stock you buy it and it's close to putting it away as anyone that i've come across that merger gave them unbelievable firepower allen in north carolina, allen >> caller: yes, hi, jim, good afternoon. this is allen. i'm a long time listener since " "kudlow and cramer". >> you dated yourself. >> caller: you're still a puppy. thank you for your knowledge you

share. we just love you guys. i'm 79 years of age and retired. i need advice on a blue chip stock that's fallen on very hard times due to a hedge fund over reach. last week was $101 and now $45 is this the time to buy? the stock is viacom. >> this made people feel like the market is rigged i don't blame them this is a fiasco my take is you don't need this i would rather see you in alphabet there was a piece today, really terrific guy talking about how alphabet is going to have unbelievable ad sales. that's what you want william in texas, william? >> caller: boo-yah from texas, jim. how are you doing? >> chill loves you what is going on >> caller: i'm a fellow wall street better and i'm wondering about mi homes. >> a really good home builder that never gets talked about i talk too much about lennar and

i like your call let go to matt in new york, matt >> caller: jimmy chill. >> yo? >> caller: second time caller. >> okay. >> caller: big time fan. a company i'm calling about this time has a ton of free cash, great ceo behind it but company is down 33% in a month 77% in six months but hold your breath, given biden's infrastructure plan, i'm wondering if i'll be left holding the bag or sell my position or hold it. >> a lot of people on my twitter feed want to know. i don't think you sell it here you can get a bounce these stocks are way too low but i hear you it been tough. that, ladies and gentlemen is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade coming up, it's been over a year of learning and relearning about

covid-19 so what behaviors will stay with us long after this pandemic is over cramer is giving his take on trends to watch once we enter the post covid world, next ♪ ♪ ♪ ♪ ♪

all right. in the last year we've learned a lot about pandemics including very bad at dealing with them. now that we're 13 months in, we

keep seeing new retrospectives the government made. me minimized it. when it first hit the president talked about casualties in the single digits and governors weren't better then it's about surfaces, wash your hands in the beginning they said masks were useless the worst blunder of the ordeal but i think there would be push back from mask mandates. we're not sure why the health apparatus dropped the ball here. maybe they lied to us about masks to make sure we had enough for first responders for health care workers maybe they got thrown off because this was indeed a novel virus. maybe they didn't trust the science coming out of east asia, even though that's the only part of the world that quickly got covid under control. yes, largely by using masks. whatever the reason, the moment masks became a culture war issue we were in big trouble and it didn't help public health

officials flip-flopped on the subject. used against them for the rest of the pandemic. here is something we did learn while this pandemic may be winding down and we're seeing one last spike in infections, nobody is taking it for granted anymore. this is the beginning of a period, maybe just a grace period and then we're going to expect many more pandemics after a full year of investigation we don't know what caused the darn thing. was it bat related bats mixed with pigs in a chinese wet market could there have been a fish involved, a penguin? could it have been stopped with better animal control? we're clueless i'm betting many of the tail winds from the pandemic will stick with us. nobody wants to get caught in a bad situation, a virus or a strain that can beat the vaccine. when you get on a conference call, you're hearing which companies picked up customers that will stay with them and that's the story chewy told them

but you're not hearing about changes in consumer behavior that could get even more pronounced over time i think covid has done serious psychological damage to the whole country meaning we may spend the rest of our lives preparing for the next pan demi and hoarding crash because they couldn't trust the banks let me give you examples some examples that could impact your portfolio first, people keep fleeing the cities for the suburbs or country. that hasn't stopped because you don't want to be cooped up if we go back into lockdown. i don't see home builders getting clubbed any time soon if interest rates have gone up, albeit for low levels. they benefit too much from the ur urban exit i like zillow and tractor supply big cities will bounce back but it could take longer than you expect thanks to fear of the next pandemic but because the last year has proven working from home is viable for millions of people. second,comorbidities,

term we didn't know a year ago is what really kills you you want to lower the risk stay in shape, that's one of the reasons i like planet fitness and peloton. at least when some of the froth comes out of it, it's still a little high. it may be over inflated and more than $30 billion market cap. finally, this is one that -- finally saw love today i like apple several years ago the ceo tim cook told us on "mad money" he felt his greatest legacy will be apple's pivot to health. the more i use my apple watch, okay, picture of me and my wife. the more i use my apple watch, i realize how indispensable it's come to staying healthy. i always say, i want you to own apple, don't trade it. all these are plays on the next pandemic

even when we finally beat covid, i think this experience has been so traumatic that we'll be quietly preparing for the next one for years to come. i like to say there is always a bull market somewhere and i prom fac -- promise to find it here for you on "mad money. i'm jim "mad money. the news with shepard smith starts now the trial of the man accused of killing george floyd, today we hear from the now fired cop on scene i'm shepard smith. this is the news on cnbc >> tears on the witness stand and new video that shows the convenience store purchase that prompted the police call that ended with george floyd's death. today the cashier's testimony. >> i saw derek with his knee on george's neck. >> day three in the trial of derek chauvin. covid vaccines for children,