another beaten up stock, bristol myers i thought was an excessive beating given what was bad performance. so bristol myers. >> guy adami. >> don't tell ups but fd x going higher. >> you're betraying watching "f" "mad money" starts right now my mission is simple to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now >> hey, i'm cramer welcome to "mad money. welcome to cramerica others want to make friends, i'm just tryingto make you some money. my job is not just to entertain, but to educate and teach call me at 1-800-cnbc, or tweet me @jimcramer. it's all about the chips on the one hand, well, we've got enough potato chips for pepsico

to give up a bang up quarter on the other hand, we don't have enough microchips for everybody. every single company that works with semiconductors, they don't have enough of these and that's the most important dynamic today. a day where the dow gained 240 points, the s&p climbed 6.8% and the nasdaq advanced 2.2%, a lot of chip companies there. we don't want to oversimplify the situation. i am yes, indeed, taking a little poetic license here but the fact is this market has turned to chips. the wrong kind of chips! it's corn chips! it's potato chips! it's everything you might eat them with! it's ketchup it's beer. but no beer on the table these. you imagine they give you patty cake wall street has turned its back on technology hardware in general and anything that has chips in their supply chain.

yep, they taste awful! as georgia microchips has wreaked havoc through a wide swath of the stock market, there's just not enough of these. and man do we ever have a lot of these. it's all part of the same rotation when the market flees from hardware tech, it tends to go right back to the safety stocks, including pepsico, the parent of frito lay. they're about as low tech as it gets i mean, i've grown potatoes. all you need is some dirt, old spuds with eyes, bury them and come back later. let's talk about the semiconductor shortage, the chip shortage that we really have to worry about right now. for years, we've embraced companies that go digital. anything that's simply mechanical is viewed as a loser when matched against a digital component. cars, components, everything, but to go digital, you need these. here's one that's from intel remember them? there's a samsung one. here's some really small ones, okay here's some better-tasting ones. you need a lot of these, right which is why we've now exhausted

the supply pretty much every semiconductor plant on earth is running at full capacity right now and it's still not enough they still taste bad not bad, i spoke too soon. you have all kinds of chips out there. the commodity makers don't want to build newfoundries, because they're making a killing right now and prices will collapse once they add capacity making matters worse, americans have spent decades to keep inventory as low as possible but the moment the supply line gets cut, the whole business will halt. in the invisible hand of the free market. they stockpile components. that's the just in case model. and double or even triple order, not a lot of shortages in china, have you noticed that? how bad is it? in the last 24 hours, we've discovered that many companies

have been laid to waste in this country by semiconductor shortage, with many more predicting that it's coming for them next. every day, we seem to have a new casualty today there were lee ford motor, which we had on the show last night. caterpillar, which we'll be hearing from later tonight, and apple, which reported an astonishing set of numbers yesterday. it just didn't matter. apple gave us a quarter for the ages i thought i was looking at future projects, protections, not just some registered numbers. some of the divisions were electric, like macs and ipads. but everything apple makes, guess what, it's not chock-full of these, it's chock-full of these, that the stock ultimately gave up the gains because management said they could take a $3 to $4 billion hit from the semiconductor shortage some would argue that apple would deserve to go down, because this is as good as it gets if we're really looking at the peak, how do you explain the extraordinary moves in alphabet and facebook they wouldn't be running like that if the business was peaking.

they don't have much exposure to the chip shortage. instead, they have exposure to the boom advertising industry. same goes for amazon, which shot the lights out after it reported after the close tonight and its stock has actually rallied i told you endlessly that customers would stick with them even when the world started going back to normal again, amazon's a retailer, the big cloud infrastructure business and advertising kicker. for the most part, they don't need no stinking semiconductors. how about caterpillar? one of the reasons why i love, love, love my caterpillar backhoe is that the electronics make me feel like i actually know what i'm doing. it's a spectacular with tech digitized to the max we're going to drill down later with the ceo, but you need to know why the stock got crushed today. it wasn't because of the quarter, but because people were worried about rising raw material costs steels and then once again, these stupid semis then there's ford last night's casualty this one got hit by a chip shortage not once, but twice the first time because chinese

automakers double ordered, when their american competitors were worried about the pandemic and they thought it would obliterate sales and did the opponent and a huge japanese semiconductor foundry. the first fiasco was baked into the stock. but the second one, the fire, that was a body blow that knocked ford stock flat on the canvas at the same time, we got a string of excellent quarters from the food group. yeah, the food group i mean, this allows me to set up my elaborate chip conceit. see, they were able to shine, because everything digital is getting killed and the drug ones are being crushed. pepsico reported during a flood of tech earnings and initially nobody cared but they cared today hershey just delivered some terrific numbers, too. while we're at it, let's throw in domino's pizza, which exceeded expectations. more on that later now, i had the good fortune to be in part of today's truly fun experience, cnbc's annual stock

draft, where contestants picked the stocks that they think will have the run the most by the time of next year's super bowl if you stay tuned, you can hear my pick, which will no doubt shock you. but one thing's for certain, the semiconductor shortage won't last the super bowl shortage is in nine and a half months there's just too much money on the line that's why i'm betting that apple, caterpillar and ford are buying at any semiconductor weakness you know, it's a little ironic last night the president of the united states took aim at the wealthy, the class that owns the most stocks by far, so you might have expected the market to roll over i think there's no real connection, though the super rich won't abandon the whole asset class because they're faced with higher taxes, but they do repolgs thsition themselves and that makes the potato chip stocks a lot more attractive because they tend to pay big dividends and nobody's talking about a dividend tax hike. in practice, that would mean a used tax break for people who

own dividend stocks. the company's like -- oh, look at this. maybe this is the compromise i've been looking for. chips ahoy chips ahoy the bottom line, even with today's rotation, it's a mistake to sell microchip stocks for the potato chip kind or even the chips ahoy kind. give it six to nine months and you can leave these six to nine months but i think today was a powerful lesson you need to reverse the portfolio with both that use semiconductor stocks and defensive food stocks with big dividends. stock with chips of the edible kind bob in new york. bob? >> hello, jim. first, let me just say how much we miss mark haines. i've wanted to say that for a long time, but we sure miss that guy. >> yeah, tough guy i loved how tough he was

no free passes >> during the pandemic, barry st sternlich was taken to the woodshed at the time, he stated his optimism as to how things would turn out and managed starwood through a very difficult time. he was so confident in how things would turn out, that he started up a new company during this period. given that starwood has been a very solid dividend stock, now at almost all-time highs, should we continue to purchase as an income play, or is there solid growth -- >> the answer is you get both from barry barry came on, i was questioning the dividend barry came on and told me not to worry about it and then went through why. that was about eight points ago. it hit its high today. barry's money. also really good guy james in ohio, please, james >> hey, jim. boo-yah! >> boo-yah >> caller: hey, blind james from cleveland here i bought in six months ago on your recommendation for crouch

strike at 170, went up to 220, back down to 170, now it's sitting at 211, but this thing trades at 200 to 300 times earnings, jim, and it scares me. >> if it scarce you, you've got to take profits. if you're scared, it sounds like you won't. my instinct is to say sell it. i like george kurtz, i think it's really good, but i'm certainly not going to have anyone worried about a stock there's a lot of other things to be worried about and that is it. okay, it is an absolute mistake to sell el the microchip stocks for the potato chip stocks the companies that depend on the semiconductors, they will kroekroerm i come roar back with a vengeance. i recommend you use today's rotation as a lesson to stay diversified. it's a tie this morning, caterpillar

reported a stunning quarter, but the stock tumbled after its report is it a chance to get into the stock, i'm talking with a full mouth. i'm letting the cat out of the bag with the ceo and with dining restrictions easing across the u.s., wondering what's ahead for domino's i'll find out if it's time to take a bite when i sit down with the ceo. and could align technology's latest earnings report put a smile on your face i've got the exclusive fresh off the report so stay with cramer! >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer #madtweets. send jim an email to "mad money" apt money"@cnbc.com, or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com.

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there market has what i call industrial ennui it seems every quarter another stock reports phenomenal results, only for the stock to get hammered this morning's victim is caterpillar. they reported a stunning 93 cents earnings beat, better than expected sales up 12% year over year yet the stock sold off because management, well, let's say they talked down a little bit the next quarter they're being conservative they're worried about rising input costs. seasonally weaker sales growth, dealers building up inventory going into a big sellinging sean it probably would have gotten hit regardless, because too many investors are worried this is the peak the last great quarter i think they're dead wrong this is a new caterpillar. where they can make big money in fast or slow economies let's take a closer look with

jim applebee, the chairman and ceo of caterpillar welcome back to "mad money." >> it's great to see you and be back >> you told me a few years ago when you took over, this is not going to be the same way it used to be. now you're going to make it so you're going to buy back stock when it's low and quop as many different streams so it will not all hinge on world economy i want to congratulate you on what you've accomplished >> thank you, jim. very proud of the global team. they've done a great job executing our strategy and turned in a very solid first quarter, under challenging conditions with the pandemic >> now, i think a lot of people seem to be convinced still that unless china is strong, you don't make big money now, china was good for you, but your oil and gas numbers, your resource numbers were extraordinary. >> well, you know, we had margin expansion in the first quarter against all three of our primary segments, led by construction industries, but also had minor expansion in resource industries and energy and transportation, as well. and certainly in the first

quarter, our oil and gas business was relatively subdued, but we still turned in very solid numbers. >> i've been talking behind the scenes to many of the different drilling companies and a lot of the oil companies that have big exposure in the permian. at $65, jim, they're going to turn on the jets what would that mean for caterpillar if they started increasing spending? >> well, we have seen our customers maintain capital discipline during this speperio but certainly if our sales go up because of the operating leverage we have there, that would improve our results, no question but we're not just an oil and gas story, of course we are tied to other commodities as well. and at the moment, copper, iron oil and gold are quite strong, so we're quite optimistic about our mine numbers as well >> the mining numbers were extraordinary, and i know anybody who has any copper is trying to open the mine. that's going to go to you. let's talk infrastructure for a second i have always felt if you want to have the only company that can really make money off of

infrastructure, you have to talk caterpillar. are you following those negotiations closely in washington >> we are. and there seems to be bipartisan support for, you know, certainly traditional infrastructure, at least. roads, bridges, ports, broadband, and those kinds of activities so if, in fact, there were a bill to come out of washington, the timing is a bit uncertain, but it would be a positive for us, no question. >> now, i have to have the privilege of owning a caterpillar backhoe. and one of the reasons i know how to drive it is frankly because there's a lot of electronic in it you have made it so stit's not something write need to be 280 pounds and ripped. i can handle this thing. but at the same time, it's got a lot of semis in it so obviously, you have to be a little more circumspect about what's going to happen given the chip shortage. >> we made a conscious decision a year ago and we shared this with our investors that we held a bit more inventory than we normally would within caterpillar. not so much within finished goods, but more in components.

toot a couple of things. one is to help mitigate the impact of any potential supply chain shortages and also just thinking about the pandemic. and that decision certainly served us very well in the first quarter. we thought it was appropriate, though, given the situation to tell our investors that there is a bit of a risk for the rest of the year around semiconductors and other materials, as well but our team is work vrging very hard to minimize any production shortfalls that might impact our ability to fully meet improving customer demand. the big story is that customer demand is improving in the number of industries that we serve. >> i think one of the things that matters, when you're dealing with rising raw costs like steel, can the brands sustain the raw costs? when we go to a -- when we got to caterpillar, i always figure, it's cat you've got to buy cat. i feel like you can handle the

raw costs and actually put through a small price increase and no one is going to blink >> well, jim, certainly, we appreciate you being a customer and i didn't realize that. we'll make sure we give you good sport. i'll give our dealer a call after "mad money" is over. but you know, one of the things to think about, people often get focused on rising costs and their impact on caterpillar. if, in fact, commodities are rising, as i mentioned earlier, even though our input costs may go up a bit, it is certainly a net positive for caterpillar if oil, still, copper, iron ore, those commodities are rising, that's a very good thing typically for our business >> one of the things you told me is that your free cash flow, if you got things right, slimmed things down, kept what's good and got rid of what's wrong, you would be able to generate a huge amount of free cash flow in the face of a shutdown, yet the numbers were extraordinary and this time you did not see,

the coverage on the dividend, you've taken it off the table. >> i appreciate it, jim. one of the things that we have really worked on really hard over the last few years since we spruced our new strategy is that discipline around expense and capital. and although we do serve a number of industries that are cyc cyclical, we've been able to produce relatively stable clothes, between 2017 and 2019, we produced between $5 billion and $6 billion of free cash flow and as you say, even last year, during the pandemic, when our top line declined 22%, we still produced over $3 billion of free cash flow. and that's something we're very focused on and i think that's something that investors are starting to kbr appreciate, is our ability to generate relatively consistent free clothes through the cycle >> i've always felt that this is the new caterpillar. during the pandemic, you handled yourselves quite well versus some of the other companies in your industry. >> well, we've been very focused on the safety of our employees and i so much appreciate the dedication of our team

we have employees that come into our facilities every day during the pandemic to continue to support our customers and our dealers. and we've had customer -- employees working from home, as well but again, couldn't be more proud of our global team and the way they've supported society. >> another thing you should be proud of, i love the fact that you did a diversity and inclusion report this is what we want to see from caterpillar. this is why everyone feels that it's a good place to work, rather than what the perception that they may have had from years ago. >> well, it's a never-ending journey, and we are proud of the progress that we're making, but we have a ways to go, there's no question but we thought it was important that we put out our first-ever diversity inclusion report to be transparent about the journey that we're on. and again, we're proud of the progress that we're making, but it is a journey and we have a ways to go there's no question. >> and lastly, around the globe, it's really pretty great areas that i did -- latin america, who would think obviously china, yes, but the international aspects of your business a very, very strong

>> they are. and certainly, we're in every major market around the world. we are a net exporter, so we export out of the u.s., but we also have a strong manufacturing presence in other places as well and we are seeing improvement in almost every market around the world. so quite a positive backdrop there are some challenges out there, but the general backdrop is quite positive. >> there's the real market and there's the real economy, and that's the real stock. jim umbleby, you've done everything you've said and more. great opportunity. the stock is knocked down. great to see you, sir. >> great to see you, jim >> guys, this is the real deal it is the stock that you can -- well, i have my caterpillar tractor they showed you earlier. this is the kind of stock that you give to -- maybe you give it to your kid, because everybody plays with this. but when you grow up like me, you buy one. and you should buy the stock, too. "mad money" is back after the break. >> announcer: coming up, he's back, he's hungry, and he's up to his old tricks. cramer's got the latest with

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sfx: ding! see how easy...? don't just sell it. ten-x it. something exciting and incredible happened today. a restaurant reported good numbers and now she got credit for it it's not really a restaurant, i'm talking about domino's pizza that just delivered a solid bottom line beat with u.s. same-store sales up 13.4%, wall street was only looking for 9.7. that sent the stock surging $12. domino's is a little different than the other restaurant stocks this is a company that made a fortune when the whole world went into lockdown they caught the covid tailwind, and then the stock did lose its mojo when it missed numbers in late february. domino's has rebounded over the last couple of months. it's down substantially from its highs last fall, that's what created the real opportunity so could this thing have more

room to run? the ceo of domino's pizza, getting a clearer picture of the quarter and where its company is headed mr. allison, welcome back to "mad money"? >> jim, good to be with you. >> rich, i spent a lot of time talking about the united states and you do too and it's great, but you're from international. i have to tell you, i thought the real standout and what i have not devoted and i apologize for this is how great international was this quarter >> jim, it was a terrific quarter in the international business and you know, the headline on it, you know, was the same-store sales growth, but also, we had a terrific rebound in store openings in international, as well, which a number of our markets were hit really hard by covid last year and it's just fantastic to see the growth momentum rebounding over there >> we're talking about in the united states, 6,355 stores, potentially 8,000. but i'll tell you, i'm looking at france, 435, you say 1,000. germany, you say 1,000 these are incredible opportunities for you.

>> when we look, jim, just at our 15 rnlgest companies, we see an opportunity for 5,000 or more incremental units just in those top 15 markets alone and you look broadly across the 90-plus markets we operate in, we see a very long-term runway for the u.s. >> when i look at the u.s., you have domino's pizza with 36. other major pizza chains altogether, only 27. but regional chains and independents, rich, they don't have your technology and a lot of them didn't have the balance sheet to get through here you have said over and over again, i don't want any small business to be wiped out but the fact is, your technology and your ecosystem have allowed you to do so well versus everybody else going through the pand pandemic >> jim, it has we've been investing for more than a decade. we entered the pandemic doing

more than 70% of our sales that jumped up to 75% plus and stayed there all along and as we look forward, those are the kind of movements that happened during covid that we don't believe are going back once customers shift to digital ordering, they don't go back to calling restaurants on the phone. we feel really well positioned from a technology standpoint and with the market so very fragmented, there's a lot of share to be gained broadly across the market as we see it >> one of the things that really kind of struck me as being amazing is, what is the pilot that you've gotten -- you have genuine autonomous you doing autonomous now >> we are executing true auto ton mouse deliveries in houston right now as you and i are speaking, to select customers. we're giving them the option to have an autonomous delivery experience, using our partner, neuro. and last night when i was

prepping for the earnings call, i was watching videos of those deliveries that were happening land we are super excited about it. we are going to learn a ton about how these avs interact with our customers and how we weave them into the operational aspect of our stores >> you know i'm a big domino's eater. i have 300 in spain. i had my daughter in mexico. you have one in san miguel you're everywhere. but we all like the delivery they drop it there we paid -- we don't have to put the tip -- we don't have to tip, because we put it on the credit card what do we do with autonomous? >> well, you know, jim, it's just a great opportunity for us to try new things in pizza delivery and it's a pretty exciting moment, for our customers who get into autonomous delivery it's just not something that happens every day. and what we're trying to do is test and learn and see how customers react to it. we're going to still be hiring delivery drivers to deliver a lot of pizzas for domino's, but

we view the abs along with e-bites and other methods to get pizzas to customers as all part of our system that we're going to employ into the future. >> should i be worried about something i saw from april 28th. locally owned stores are looking to hire more than 4,000 part-time and full-time team members. this is in florida alone how are you going to get all - how will your franchisees get the help >> you know, jim, it is a really tight labor market right now and you know, we are out there battling to hire drivers just as we're battling to win customers, each and every day and i think a good bit of the draw at domino's is the fact that our stores are so busy. and so our delivery drivers, you know, are going to get more runs, you know, per hour and as we continue to fortress our territories, as you and i have talked about in the past, shrinking ing those delivery z

it allows to us increase the velocity of those drivers. not to mention the fact that you know all of our franchisees come out of our ranks of drivers and pizza makers it's also a great long-term pathway to entrepreneurship for those who want to pursue it. >> i also like what you did in breaking down the master franchise partnerships i've been dealing with other companies that had some franchise partners that were frankly weak and because they were weak, it brought down the same-store sales and brought down their stocks you're master franchise partners you don't just wake up and own a store. you have to know what you're doing. >> absolutely. and jim, we've got master franchise partners that are significant, you know, publicly traded companies in and of themselves so this was a real asset to our brand, as we went through covid and all of the pressures last year our master franchisees had the balance sheets and the operation wherewithal to navigate through this because as you know, while we were able to stay open and

operating the entire time in the u.s., we had a number of international markets that had to walk their way through some significant temporary store closures that would have been really tough to navigate without such a fantastic set of partners like the once that we had >> how about india what's going on? >> so we've got a fantastic business in india and it's one of the jubilant food works, one of the master franchise partners that are just absolutely terrific in the domino's system. india is going through a really difficult time now, as a society with the surge in covid. thus far, our business has continued to perform pretty well but our hearts go out to the citizens of india who are having a heck of a heart time >> and one last thing. what do you have for us in terms of new dishes, especially like the mix and match $5.99. you have some real values here, but what's coming up that we'll

be excited to order? >> jim, we'll have some new product news coming up a little bit later in the year. i can't tell you about it on program tonight, but i've been in the test kitchen tasting it with our teams and i'm pretty darned excited about it. stay tuned and we'll talk about it on one of our future chats together >> it's still the favorite thing for me and my kid. we don't get together the way we used to, but it's still our favorite thing to do rich allison with a great quarter, always great to see you. >> thanks, jim >> "mad money" is back after the break. smile. you're on camera a mini explosive growth in marketing, the ceo of align technology, just ahead

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. sometimes you just want to give up. this market has impossibly high standards. talk about a gauntlet. you want to know how tough it's gotten look at align technology, the maker of invisalign clear aligners last night, invisalign posted incredible quarter, much higher than analysts expected even better, management gave a phenomenal full-year forecast. so what happens after opening up 5%, setting new intraday high, well, the stock rolled over, finishing the day down 9 bucks please why'd it happen? you can try to find a reasonable explanation, but honestly, i think it was pure profit taking in a stock that was up more than 400% from the bottom in march of last year. i bet it's got more room to run now that the great reopening is upon us, because people want to

look good again as they reenter society and they take on their masks. but don't take it from me. let's check in with joe hogan to learn more about the quarter and his company's prospects. welcome back to "mad money"! >> thanks for having me back >> first, i want to congratulate you. 10 million patients. you saluted the 10 millionth >> we had a patient in brazil, terrific, you know, a young patient and it's a good representation of our global expansion and what we've been able to do and a terrific doctor down there and it's -- it's really fun you know, it took us ten years to get to 10 million patients. and this year, you know, we'll close to 2.5 million patients alone. >> that's incredible joe, wone of the things i've bee thinking about, you have the old position where during the pandemic, you have to be on zoom well, i always think people look at my teeth every minute i could brush my teeth before we go on a long zoom call

and then the pandemic ends and people take their mask off and you see their teeth outside. it's win-win for you >> jim, obviously, covid, there was some help in the sense of people seeking treatment at that point in time. but i think it's just the size of this marketplace, the aesthetic aspects and how digital orthodontic just created a revolution afterwards with people wanting to change their smiles >> one of the things that i think is really important that people recognize is that this was something people thought were teens and 20s it's the adult market that really has the room here, doesn't it >> yes well, when we talk about, jyou know, in the classic orthodontic patient segment, there are 500 million patients out there that we we think want to change their smile and have the financial means to do that and 75% of the population, of the world, have malinclusions. so it's just an only digital

thing that will be able to address that number of patients and do it in a flexible way. be able to treat patients the way they want to be treated. >> there are other companies that have already told me, look out, align, we've got something better i think they seem to think that you're either a skmanl that doesn't spend a lot of money on r&d or you had a one-time thing and they're all coming for you but i was shocked at how much money you really do spend on the science of it. >> yes, jim, we spend $250 million a year in engineering and i.t. this is -- we're a tech company, when you get down to it. remember, you had millions of algorithms that we use in order to move our teeth, with the biggest 3-d printed manufacturing company in the world, making really three quarters of a million parts day. truly unique parts recently, we introduced a virtual care product, where we can monitor patients offline, to be able to use ai to figure out if their treatment is on track and if not, they don't have to

go back to the doctor's office, and if they are, they come back. $250 million a year, and also have the best brand in orthodontics we spend $250,000 a year advertising our products and sending those patients to the doctor's office. >> it's very important for the dentist of a full portfolio. a lot of people a lot of dentists, they go to dental school, spend all that money and time, and now people take such good care of their teeth, that a lot of times the usual things they would have to do, drinking, cavities, have to be supplanted or augment your practice it's a line that august amounts the practice, correct? >> that's correct. we have a series of programs we use with dentists that help them in the digital age and learning how to move teeth these ways and many of my dentist friends, they said five years ago, they did it because they wanted to do it and they wanted to experiment with it. they have patients coming in today demanding it they feel like it needs to be

part of their normal work flow today. >> it's true look, my daughter is using invisalign and she said to me, you know, jim, dad, what's with your teeth and i said, what, no, i'm older. and she said, no, you should just go do it. and i had never thought about that, and i'm going to go to the dentist for the first time -- i've been afraid to go and i'm going to ask for it. i guess that's not an uncommon thing for people -- for seniors to ask for >> we have patients as old as 85 years old that ask for it, jim, no kidding and we would love for you to be a patient. it would be great to have you go through therapy and have that experience >> well, i think i have to -- you know people don't like -- no one feels that they look great, so look at it like that. now, one last thing. this morning, i was watching brian sullivan, he has a very early morning show and something caught my eye. there was this outfit called grin that's launching this orthodontist remote monitoring

platform, but their partner is 3m is this something you have to get in order to be sure you can do it from home and use your cell phone and have people look at your -- doctor look at your teeth. >> jim, we're doing that too we know grin we've used that technology before the whole idea is it has to interface with android system and an iphone and it allows you to be able to see your dentist extremely well so we can track patients and more and more data that we get, we can use, obviously, ai, in order to determine if that patient is on track or not it's really convenient, much more convenient for patients without having to go back to the office all the time. and doctors having more time freed up to see more patients. >> that's good i have to go back into the city -- we were out here in englewood cliffs i thought this was a good idea to try it. amazing numbers, long-term, the stock has been probably the best performer we've had. and i want to thank you for coming on.

joe hogan, president and ceo of align technology always good to see you >> you too, with jim thanks so much >> the stock's rarely down, guys it's rarely down take a look at the chart of this thing. align. "mad money" is back after the break. >> announcer: coming up next -- >> let's make money together >> announcer: cramer's bringing the thunder and answering your burning questions in today's edition of "the lightning round.

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the lightning round is over. are you ready skee-daddy time for the "lightning round" on cramer's "mad money." i'll start with rachael in new york rachael? >> caller: hi. how you? >> i am good how about you? >> caller: i'm doing great thank you. so i'm just curious to know what your thoughts are about investing in northern genesis acquisition -- >> look, i am an ev guy, but you've got to pick which ev you want, okay i happen to be very partial right now to tesla i still think you can go back to the original let's go to tate in new york tate?! >> caller: boo-yah, jim. >> boo-yah, tate >> caller: i'm a new viewer, 24 years old, and i love your show. >> thank you, buddy. thank you very much. >> caller: my question is jetblue. what do you think about it >> you don't want jetblue, you want southwest air gary kelly, best operator. i want to go to andrew in virginia

an andrew?! >> caller: what's up, jim? big boo-yah to you >> thank you what's going on here >> caller: a few years back, about fyi years back, d&w was looked at as a risky stock what's your feelings about it now? >> it's a risky stock. you know, i have a life insurance policy with them and that's about as close as they want to get to them. let's go to mark in kentucky mark you're in kentucky, you must be lucky. what have you got for me >> caller: i would like to ask you about btrn >> nothing to see, keep moving on keep moving on that's the merger. no, that's a cats and dogs stock. and i would rather see you in petco. let's go to jack in pennsylvania jack?! >> caller: cramer, how are you, sir? >> not bad thank you for asking how about you, jack? >> caller: very good cramer, since you digested ge's earnings report, are you still bullish on the stock >> bingo, absolutely

look, once people start flying again, which they're starting to do, this is going to be one -- you know i like honeywell very much i think they're both great stocks now i'm going to dan in kentucky dan? >> caller: hey, jim, it's dan. i had gotten into j-come late last year, september >> like when that short seller said all of those bad things about it one of the great buying opportunities of a lifetime? >> yeah. yeah, it's been on a decent ride since. until they announced the separation to consensus and j-2. and i was wondering what your thoughts are -- >> you own the one that vick shaw is staying with he's one of the greatest business people i have ever met. honest as the day is long and terrific that's what i want alex in ohio, please alex >> boo-yah what's up, jimmy chil? >> caller: jimmy chill is licking his wounds on his bristol myers. i know that's away from the sub.

i'm so mad at myself >> first time, long time, go buck >> excellent >> caller: thanks for helping and my dad for getting into stocks >> we had a great time there what's going on? >> caller: i'm calling about a cleveland-based company that recently completed an acquisition. a growing leader what is your opinion on avian corporation? >> i have not looked at that specific plastic company i do like all the plastic companies. and that, ladies and gentlemen, is the conclusion of the "lightning round"! >> announcer: the "lightning round" is sponsored by td ameritrade coming up, happy stock draft day. cramer's got a powerful list of longtime favorites find out which stock's going number one on his roster this year next i'm searching for info on options trading, and look, it feels like i'm just wasting time. that's why td ameritrade designed a first-of-its-kind, personalized education center.

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every year cnbc does this fabulous stock draft contest, with notable small walks of fame vying to pick two stocks that we up the most by the time of the super bowl you have an incredible list to choose from. all sorts of great growth stocks, classic speculative names, commodities like gold or oil. you even a stocks like gamestock and the etfs like last year's money manager, kathy wood. and i think a contest like this requires you to pick a down on

its luck stock that could make a comeback by the time the super bowl rolls around, which is why i'm going with ford motor. last night, ford reported one of the greatest days i've ever reported where i visited the fabled river rouge plan koufbl more excited about the company's prospects. i predicted that one day, maybe as recently as the next year, ford could earn as much as $5 per share. and with the stock at 18, it meant it was selling for plus four times earnings. how do you lose? well, easily i was dead wrong i mean, really wrong in fact, the stock, which i had been recommending since it was at 4 bucks back then didn't trade much higher than our field trip as a variety of troubles kiboshed that forecast k5d seems like a pipe dream. now here we are again. stock at 11 bucks and change this time. still nowhere near where it peaked a decade ago. one of the few stocks in the s&p 500 that's not within spitting distance of its ten-year top

so why pick ford as the stock to own between now and the end of january? simple unlike ten years ago, these days, people aren't looking for anything at ford even though the company delivered a great quarter, the forecast was just simply awful managers said they were missing out on massive amounts of money thanks to the semiconductor shortage, like i talked about at the top of the show. we're talking about $2.5 billion in lost operating profit the earnings estimates have come down to the $1 per share for the full year. a sign that the expectations have been crushed. if you couldn't tell already from the stock's 9% beat down, but as stock pickers, we love low expectations when the expectations were highest, both yesterday and then ten years ago, ford got pulverized now they're incredibly low and that makes it easy for management to surprise to the upside somehow, i'm asking you to asterisk the chip shortage there's just so much to like here first, i think ford's product lines have pretty much sold through. a remarkable circumstance, at least if they could make them. second, the company is no longer

trying to make cars and trucks all over the world, including the places where they lose money like vast swaths of latin america. asia is having an irrational commitment to being everywhere so stupid. i've gotten used to hearing about how the u.s. business is great, only to seize profits wiped out by losses in historically terrible losses that we move would lose the money. sure, when it comes to the chip shortage ceo, jim farley beliefs the second quarter will be as bad as it gets so two more months and things could start improving. that means you're getting a chance to buy the stock at what might turn out to be the low going forward to the super bowl. it's certainly been derisked, because so many analysts feel like they've been sandbagged the stock is suddenly and viciously out of favor and that's why i'm making it my stock draft pick this is a contest that will span several quarters if farley is right that the semiconductor shortage will ease up in the second half of the year, ford should win the

contest hands down and i wouldn't be surprised if the company can actually earn five bucks a share okay, maybe next year or the year after but so many have given occ up o in its entirety. i'm jim cramer see you tomorrow "the news with shepard smith" starts now "the news with shepard smith" starts now \s america reopening. big moves across the nation. i'm shepard smith. this is the news on cnbc. new york city wide open by july. >> we're ready to take that pathway to a full reopening. the mayor's bold projection and the long feud with the governor. >> the mayor of new york, i don't know what he's indicative of. biden went down to georgia with a blue collar blueprint, on the road drumming up support the biggest challenges for