to buy fcs. >> that is great b.k. isn't it great seeing the b.k. and his lawyer and his bad word on air mcdonald's like mcd. >> you weren't supposed to mention that we haven't gotten fined or anything thanks for watching fast "m meywi j cmeadon" thimrar starts right no 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 make you some money. my job is not just to entertain but to educate and teach you so call me at 1-800-743-cnbc or tweet me @jimcramer. with the first half of 2021 in the rearview mirror, what are the mayor trends that defined

the last six months? and can they tell us anything about the next six months so we can make some money of them? nasdaq edged up 0.1% i see a lot to like in the second half. however, i recognize there is some real negatives here treasuries seem to be signals some sort of slow down with yields atry lick lousily low levels that's what tech keeps soaring but those are not daily themes it is not why you come here. we want longer term trends that we can return to time and time again to make money. tonight i've got seven of them seven tech tonic shifts for 7/7, which happens to be july 7 i thought it was cool. anyway, first, this is one that doesn't get much attention that david and i talk about constantly we can't believe no one thinks

about it that's an outfit called engine number 1 they nominated three members for exxon mobile board of directors, the world's biggest oil company wasn't doing enough to protect the environment. and they won the whole battle only cost them $12 million. john dean must be rolling over in his grave the engine number 1 win was a major wakeup call to anyone who thinks you can ignore environmental investing. if you are destroying the environment, we're coming for you. be prepared for a damage these guys could spent just $12 million to win three board seats at the most storied oil company of all, you better believe their story will be repeated second theme that's built to last, the hybrid workplace one of the most surprising aspects of the pandemic was the ease with which businesses embraced not coming to the

central office five days a week. now it's become common place many people continue to work from home. nobody saw this coming don't tell me you did. home and retail sales have spiked as people spent their stimulus money setting up home offices in the suburbs or buying entirely new sets of clothes some banks are insisting people come to insist a sense of team work but most have accepted that hybrid work is here to stay. now, that has caused a boom of so many things, housing, cars. it is a major reason why inflation spiked over this year. fortunately jay powell understands that the spike in demand caused by the transition of hybrid work is temporary once we're all transitioned, so there is no reason to raise interest rates because of that. by the way, where is jay working? third, the chinese government has taken a hard turn since president biden is elected they're clearly going for it in

china. president xi is testing us daily. most recently with the huge losses he mandated it wasn't about privacy. he mandated losses i always ask ceos what's their biggest worry and increasingly they are afraid china will make a push for taiwan. this could set off world war 3 because we are tasked with protecting autonomy. i think xi will squeeze taiwan until it breaks his way. i don't know how he's going to do it, but i know he's going to try. fourth thing, while oil takes a break here, we will begin to hear about $100 crud oil companies rethought their plans. they're much less eager to drill. meanwhile, demand is soaring none of this matters if saudi arabia would boost production. but they're enjoying these higher prices.

with that renewed production here and abroad, the oil producers should see their stocks shoot higher. crud is about the only commodity that hasn't rolled over. i just don't see how it can right now. so, chevron pioneer natural resources, those are your three. 50 we have way too many overpriced ipos it is the .com period where companies come public at ridiculously high levels because there is huge demand and they're not going to let the deal come below where they paid. insiders can tell the underwriters here's the price. radical over valuation by the investors. i fought the billion dollar big hammer and thongs. we don't want on overpriced, overheated ipo market. it is like anything can go

public why don't we take the coffee cart guy which every day is friday no deal is too small it is ridiculous and always ends badly. with insider selling coming up six months from now, it will be a monstrous and notorious pace it is going to get ugly. ransomware attacks have gotten so out of control that we hear about them constantly. how about the smaller businesses they're targeting? they are targeting small and medium size businesses i know this. we have a bunch of cyber security companies very good at stopping threats think crowdstrike. octa, et cetera. most businesses have dramatically underspent on cyber security many haven't updated their systems in years child's play to get into them especially when they state sponsors in china or russia. we need to play offense. that's a broadly held outfit that guarantees you won't get hacked it's all about playing offense

right now we're all waiting for the next big hack. hasn't happened yet. but i think it is a matter of time, especially now that crypto currencies allow ransoms to be paid without a trace i worry about the stability of the crypto ecosystem which has a weak link in the form of at the timer, the third largest crypto d cryptocurrency backed by resources. i don't know a bond guy sold them paper let me know on twitter call me a tether sector. finally meme stocks. oh, those were huge successes. both stocks are basically controlled by the redditt contingent i think it's fine. but bidding up their stocks allowing the company to sell shares at elevated prices, that doesn't make them good investments as we saw when both stocks got obliterated today

i marvel on what happened of new egg, a chinese direct seller of home computer parts among other things rallied 148% today on 75 million shares on a change in how it can assemble pcs to customers who design them. 148% memesters. it feels like musical chairs these are just one day games where the original traders bag the stocks and dump the stocks listen to this bgl, bag them, they gut them and they liquidate them. they're playing bgl. i wish you would join me bottom line, seven themes for the seven days of the seventh month. they can be relied upon to make you money either on the long or short side now that we've entered the second half of 2021, jimmy wants to take questions. seth in texas. seth >> caller: hey, how is it going, jim? >> seth, it's never been better,

frankly. how about you? >> caller: fantastic so really quickly, i feel like there is multiple potential of user compared to $32 in the united states. what do you think long-term and short? >> i think that it's very hard to knock this stock down because we know microsoft was interested in buying them i don't think ben wants to sell. it is a kind, gentle site like next door and i like the stock it was undervalued for a very long time. can we go to beau, who probably knows, in florida? >> caller: thank you for everything you do. you are a pioneer, my friend. >> thank you, buddy. i'm going crazy working on that thing. let's go >> caller: my question of the day is about oil at $75 per barrel, airplane is high, production remains at 5.8 below

pre-pandemic levels and with the reopening economy as far as summer travel coming back, hurricane season and the holiday, travel right behind that with a strong balance sheet and a three cent 15% dip from the buys, would this be a good buying opportunity >> i have to tell you i think this guy is doing a good job i am surprised how well they have gotten it together, and i share with you general enth enthusiasm, which is still the best in the industry all right. on the seventh day of the seventh month, i'm giving you seven investable themes for the rest of 2021 millennials top big rumors as new car buyers and those millennials are twice as likely to shop for and buy a vehicle entirely online. that's why we will sit down with the ceo of carvana to find out

if the continue can continue how much longer can the market keep climbing? let's go off the charts take the temperature of the averages. and it's david versus goliath when it comes to the trade desk versus google. how the former could come on top. i will sit down with the ceo with his latest platform so staywith cramer don't miss a second of "mad money. fo fo fo fo follow send jim an e-mail or give us a call at 1-800-743-cnbc miss something head to madmoney cnbc.com

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highlighted a pair of dueling analyst reports about the stock of carvana it's been an incredible long-term performer, one of the best it is a little over four years it is now $315 even though carvana has been a long-time cramer fave, we wanted to look into it. typical comparisons in the second half, not to mention the fact that stocks had a huge run. i'm concerned about what happens to the used car market given this company's incredible track record, i wanted them to give me a chance to tell me why i'm wrong. let's check in with ernie gar see that iii get a better sense of where he's coming from. welcome back to "mad money." >> thank you thanks for having us. >> so, ernie, why should i not be worried for the second half of the year when we know people can go back to meeting people, don't need to do it necessarily automatically. they can meet people because we've got the pandemic under control and perhaps car

companies can produce more cars, which might reduce the value of used cars and everybody has moved who has to move so maybe everyone has already bought their cars. >> sure. well, i think there is a lot going on there i think there's been a lot going on in the macro economy over the last two years, give or take we focus on our customers and focus on ourselves if you look back to q1 of 2019 versus 2021, the auto industry is in a similar spot we had a pandemic and then we had stimulus and then we had vaccination rates and more stimulus we've had supply constraints, all these things that have happened but the industry is flat if you look at 2019 and 2021 q1, we've levered off by 600 basis points so i think what we do is focus on our customers and by doing that, we think we're well served in the long haul and we will continue to do we think the environment right now at least is great.

but in the end, you know, all that matters is the quality of experience delivered to your customers, your economics compared to your competitors and then how good a job you do executing every day when you come in. >> ernie, let me understand your business model i told you that i bought a car and returned it. i don't know how much that cost you. but the good will that you bought from me is huge i have to feel like you can overpay a little bit from dealers because you have a good will model but i haven't been able to figure out how you have improved the gross profit per unit in a good will model. >> sure. well, i mean, i think it's a lot of hard work over a lot of time from a lot of great people inside the car so we're a deeply integrated company. it's a car that we have put a thousand dollars of parts and labor into to certify and bring it up to our standards, a car we will deliver to you ourselves. you will probably get financing through us, which we provide using our own services because we're doing so much of

the work, there is fewer players in between that puts us in a stop to invest in low prices but also invest in a great spot for our customers. >> you do admit in times you do overpay a little bit versus a dealer when you buy a car. >> well, so, i think, listen, any company is make mistakes here or there, but it all comes out in the averages. i think there is very clear ways to see that inside of our financial reporting. if you look at our wholesale profit when we buy a car from a customer and sell it at auction instead of selling it retail, we report what our profits are on those cars on average they're very good and have been improving year over year our team does a great job of that as well because we have access to so many transactions, a lot of effort to being smart on how we value cars and paying the right price. we pick up the car from you and sell it directly to others if we can. there is a lot of costs removed from the system so we can give you a great offer and still make money ourselves. >> look, you are looking to add

1,500 workers. debuting on the fortune 500. congratulations. the third fastest growing company ever to get into the fortune 500. how do you find 1,500 workers? isn't it impossible to find the people you need? >> sure. well, i think finding great people is always hard. but i think, you know, if you have got a company that has a real mission, that's fun to look at, has success, it is a pretty exciting prospect for a lot of people we put a lot of effort to make that exciting. we have put a lot of effort into our career path, inside our inspection centers 80% of people in the company so we've got a really nice offering they think they could take you

on is there room for all these companies? >> you know, there is -- it is a big market it's a big market with 40 million transactions and last quarter we were a little bit less than 1% of it that said, we've got big eyes. we think we have the best customer experience out there. we think we have the most scaleable business model so we're focussed on growing really fast through all different channels that we discussed earlier. we're focussed on our customers and we're focussed on us and we think that will serve us well in the long run. >> let's say you want to continue to grow the way you are growing. can you be profitable say in two years despite -- in other words, your growth is astounding. but your gross profit would indicate you might be profitable in 2023. >> so i think we've made a ton of progress and as you said prior to the pandemic, we drew triple right rates every year.

we've continued that so we're continuing to grow really quickly we're continuing to grow gross profit per unit. we had negative 1.3% last year, which is a huge improvement. i think if we keep serving our customers well and benefitting from scale and all the work putting into it, our prospects are very bright. >> it sure does seem that's the case that's ernie garcia. once again, congratulations on the fortune 500. third fastest grower to get in those are terrific numbers great to see you, sir. >> thank you. >> look, i mean, it is just -- it's a good company. and the short sellers really did get this one wrong they're running a good business. "mad money" is back here. >> announcer: coming up -- in the dog days of summer, the mix is in. go off the charts with cramer and facedown the fear index next

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>> i listen to you, and you say how much longer can this market keep climbing? s&p 500 won't stop plummeting to new highs. it is not just foreign buying. when the bunch mark treasury pace with just 1.32%, that may be the market's way of telling you business might be weaker ahead. for the stock market it has horrible breath, like mask breath meaning not many groups are working. bad breath often comes before a sell off plus, the volatility index has an insane spike yesterday for pulling back near the end of the session as the market rebounded from the slows that tells you that people are getting worried. now you have to ask what could drag us down maybe it is the stimulus winding

down maybe it is our government's relationship with china. possible worse if something happens in the strait of taiwan. there has been a huge military buildup in china nothing would surprise me with their supreme leader taking his cues from joseph stalin. even stalin wasn't crazy enough to start world war 3 and the invasion of taiwan could do that so what do we have to do tonight we will take the temperature of this market yep, we're going off the charts with mark sebastian. so he's the founder of optionpit.com. as well as my colleague. mark is a great track record for the rest of the show and his professional career as our resident volatility expert, he's gotten it right. right now he has a simple message. jimmy, chill, this market can rally for much longer than you think? why this

this is really unemotionally positive remember the volatility index has a strong inverse correlation with the stock market when the averages go up, the vix tends to go down. when they both go the same direction, that means stocks will change trajectory that's why we care about the feargate it is why people got nervous about yesterday's vix spike. i know i did even though it did what it's supposed to do when the s&p gets lower. this is the vix spike that we saw. this is a chart of the volatility of this this is over the last 18 years if you are worried it is headed higher and the markets are higher, sebastian says hold your horses what you can see is that it's quite obvious that if you're worried about the vix, well, you are not that smart last year when the pandemic got rolling in february and we realized there was no going back, the stock market crashed

now i'm going to go back to here i'm like vanna white of charts here and the vix soared since then, it's making consistently lower lows and lower highs while the stock market roared. that's correct that what should happen. it's rational. it's reasonable. next at the beginning of april, the vix finally broke down below 20 since then, that's been a powerful ceiling of resistance, okay it's only managed to get above 20 in eight days as long as it's been able to hold above that level was during a three-day stretch in day the volatility index isn't exactly itching to go higher still within the same down trend that defined its trajectory for the last 15 months reasonable, rational hey, let's zoom in on the action the vix jumped from 15 -- this isn't actually -- you can see the minutes. from 15 to nearly 18 as its

highs before pulling back. other than freaking out about the spike, though, se ban chas wants to put it in perspective whenever we come off a long weekend, the volatility experience was known as the weekend effect that makes it rally 0.8% the sa pnd 500 sold off yesterday morning which is when the vix jumped the most when the s&p recovered most of its losses the vix gave away most of its gains. reasonable, rational, normal when we finally get a sustained sell-off, sebastian likes to look at how the volatility index is moving in comparison to the market the first is the s&p 500 that is over the vix, okay when the market rises and the vix goes up along with it, that's usually where we're approaching a top. surprising reliable signal remember, they call it the fear gauge for a reason when the fear keeping climbing when stocks rally, that tells you something is wrong what happens when the s&p jumped

to a new high in recent weeks? from june 22nd to july 2nd, the s&p advanced 106 points. was the fear gauge rising all with it? no the vix was going lower, just like it's supposed to when the market rallies over the same period 1606 to 1607 briefly dipping to the 14s. there was no spike in fear as long as the vix goes down, se ban chas says the rally is likely to continue, that it is a strong one and there is no reason to panic about yesterday's vix spike because it happened when the s&p is going down we know what it looks like when the volatility index rises along with the market because that's what happened in april okay just this right before the s&p got slammed. that's not what we're seeing now. you can see this thing goes up and then that's -- it predicts the decline. sure, there are a lot of potential risks. but you know i am so concerned

about china. it actually kept me up last night. because i'm worried about this joe stalin thing i'm concerned about the signals from the stock market. there are all sorts of ways this market could be derailed but the charts are determined by mark sebastian suggesting the s&p is going high, that jimmy c. has to chill and it shouldn't lead to anything too frightening. the vix can give us a quick violent move higher, so there is some fear lurking, but that fear vanishes when stocks go up for now, se ban chas says that's what really matters. i want to go to cami in texas. >> caller: hi, jim i'm a long-time fan and sure appreciate all you do for us home gamers. >> thank you. >> caller: great my stock question is a reopening play on vegas. and i guess it's pullback an opportunity. but the stock is down 4% i want to know if i'm missing something or should i buy more

>> great question. my trust bought more today why? first of all, i think people will understand the way this business works, okay this is a business that is connected to china, and right now china has another wave of the illness and china's kind of doing things that are making it so people are nervous about spending las vegas is fine. i say you buy for las vegas and buy it ahead of football season. we think it's a good stock i want to go to d aavid in michigan. >> caller: cramer, oracle of cnbc. >> you're nice to say that oracle is up big today did you see that it's flying after that not great quarter. go ahead. >> caller: i opened a position in caterpillar relying on a reopening infrastructure bill. it's down 12% since i bought it and idon't see any good news is it is sell?

a hold >> no, no, no. what you have to do is separate it from the infra bill it is doing incredibly well. bumblebee is doing terrific. i want to put it as a stock that is resting i would be a buyer, not a seller of the stock of caterpillar. look, i went to mark sebastian yesterday because i was worried about that spike i was. i wasn't jimmy chill he says, no, the charts suggest as long as the vix falls when the stocks rise, you can continue up next my exclusive with trade desk could the company's approach to advertising be a winning str strategy plus, so now, now, now you want to buy apple i'll tell you how you -- what you might have missed the bottom and actually who made you miss the bottom it's a vindictive piece. just kidding rapid fire tonight's edition of the lightening round so stay with cramer.

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♪ >> what do we do with the covid winters that sold off hard earlier this year before rebounding like crazy in the last couple months take the trade desk. it helps businesses manage data driven advertising campaigns they are good at streaming video. the stock has been a guy beganic winner as advertising dollars continue to migrate from traditional channels to the internet and that's their strength. but in the first few months the stock got cut in half as the world went back to normal.

now, it doesn't help that big tech giants like apple and google keep announcing new privacy features that will make it harder for advertisers to track your activity on the internet thanks to the rotation back into fast growing tech stocks, the trade desk has come roaring back that includes 1.4% gain today and to the company announced a new digital media trading platform which i think could be a huge deal. earlier today we had a chance to talk to the founder, chairman and ceo of the trade desk. take a look. >> this is a huge day for the trade desk why is it important? >> solimar is really important because there is really important moment happening now for marketers around the world they're expected to do more with less and because of the global pandemic, connected tv has just been on the rise and, so, they need a new product to meet all of these new and changing issues that are facing them, and that's what this problem is. >> all right well, look, i think that we all

know that google is the king of advertising, both getting ads but also rating ads. how can you, a little company, jeff, take google on because that's what you're really doing. >> i wouldn't call them the king i think the thrown is still up for grabs. >> okay. >> but the reason why they have done so well is because they have monetized google.com and youtube.com really well. we think that advertising is less about navigation like google.com and more about winning hearts and minds across a very competitive media landscape, which has hundreds, thousands of different properties, websites, apps in it and, so, we just want to make certain that we're objectively deciding which ads and advertisers should use our objectively is something that google doesn't have. >> okay. before i get to the advertisers, tell me, as a conconsumer, why i want solimar. >> so right now especially in connected tv but also in journalism, also in music, there is a tremendous amount of

pressure on the internet for it to perform >> perform means >> so perform meaning that you generate enough revenue to pay for the content that you are creating and, so, as you have perhaps seen on connected tv, you used to only see 0 to 2 ads per break and now you are seeing that start to go up the vision that we have for the internet is preserve the pro quo of the internet where you see relevant ads in exchange for free content and if you can make those relevant and leverages data that is extremely sensitive to the consumer, then you can make it so you are only showing two ads, three ads. they're highly relevant, highly effective and most importantly that generates the revenue so that the consumers keep getting the very best of tv and journalism and music and also those companies can stay in business without that happening, something falls apart. >> but a bell went off in my head when you said sensitive data we are seeing hacks everywhere do i want my data exposed?

>> you definitely don't want your data exposed for anything that's sensitive to you. most people that are trying to sell you soda or chicken or whatever are not interested in any of the personal, sensitive data they're much more interneted in macro data to make more informed decisions and just put relevant stuff in front of you. that's what makes the internet work and what we're trying to create. >> there is an old saying that advertising techs convince half the people you want. but we don't know which half that goes away with solimar, correct? >> that's exactly what solimar is after, trying to help insight and data for marketers so they can leverage their data to make more informed decisions but also for us to point at an obvious way at what's working and what isn't working. let's let the machines make the decisions that they can make, which is effectively to run math but let's especially empower the

people doing the buying so that they can provide relevant ads for people and they can be more effective so that that wheel spins faster and the quid pro quo is preserved. >> let's talk about a gigantic company that's come to you number one retailer in the world. not amazon walmart. what are you doing for them? >> i think walmart has had this institutional epiphany instead of leveraging its data to create a media business like many big tech companies have done and they could do that, they decided to partner with us and meet together, do what is called close the loop which makes it so when you are showing ads at the beginning of a process about any particular product, whether it is about soap or soda or chocolate or anything, to make it so that you can show the efficacy of that advertising skin at the end when people buy it, so if you can close the loop between what's bought at a walmart and what ads

are shown, then what helps walmart is that every product owner in the world is optimizing their media spend to sell more products at walmart. they have been the first to trail blaze this new way of doing things and really sustained the open internet. but they will not be the last. >> okay. now i am proud of the fact that i interviewed you very early and felt that you were david versus goliath. i continue to believe that most people are sensitive -- no, they're afraid to go against google but you're doing it. you still have wall street pieces like this, the cookie lives for another day in favor of google. saifdson saying not the blow-out some expected. should we be worried the trade desk is biting off more than it can chew >> i don't think so. the reason why is we are not trying to compete with google at their own game. >> okay. >> they're this big entity, and

we're small and agile. it is for us to join forces with hundreds, thousands, tens of thousands of other companies who just want a competitive market instead of trying to control the market, we're trying to create a competitive one. we want to empower lots of other people we are not trying to disrupt advertising. we are trying to enable all of these companies who have been in this space for a long time because the landscape is competitive. >> one last question i have begged companies with a high dollar price to split so that individuals all win your kids want, everybody wants and you did do a 10 for 1 split which is what i think people should do. why did you do that? >> to make it more affordable for the average stock buyer. so i, like you, believe deeply in empowering a more democratic market whether that's the equities market or the advertising market and we just want more participants.

>> i got to hand it to you because you are doing a lot of things i think are bold and difficult. yet, you do it with a smile and you do it with joy jeff green, founder and cfo of the trade desk thank you. >> announcer: stick around. >> may i make a suggestion i would stay with cramer. >> announcer: the lightening round is coming up next. this is cynthia suarez, cfo of go-go foodco.,

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>> caller: bobby from san jose. >> good to have you on the show. >> caller: thanks, jim meg. >> i should talk more about it because it has a great security component, doing incredibly well i'd just leave out of the equation that is my bad you have been on this show you are fantastic. doug >> caller: hi, jim i'll bullish what about ticker mgmi >> that's kind of in the -- look, i'm going to say something to you jim, it's not the same but it is in the advertising solution business. when it comes to advertising solution, i am going to send you to the trade desk. okay scott in minnesota scott? >> caller: boo-yah first off, i would like to thank you for your wisdom and your show for us home investors. >> thank you. >> caller: i have a question from last night's show

>> thank you for calling them episodes because it really is that how can i help you, sir. >> caller: recently purchased the interest on this company in last week's pullback with another 5% slide today, is there concern? >> okay. i went over the last quarter pretty closely they have a lot of patents, but it is not a great company. it is a meme stock at times. the meme says they're going to get it goingagain and it is no that bad a company i think you're okay. but there is no catalyst let's go to brian in pennsylvania. >> caller: jim, thank you for taking my call. >> brian, i hear you what's up? >> caller: my son is a robinhood day trader he turned me on to your show and i've been hooked ever since. >> i hope your son cleans up >> caller: he's doing good

jim, i have a question there is a stock that i started buying at the end of december. it has ups and downs it is up 20% on my average cost. now it's six months in with analysts pricing all over the stock. should i sell, hold or accumulate more of mt material >> okay. i've gone back and forth with the ceo. and i am -- i mean, look, i wasn't happy with a lot of selling. i am happy with their business i think the business of raw materials is good. i hope they can move everything from china i want you to stick with it. okay i do not want you to tell mp earlies. rocky in california. >> caller: boo-yah, jimmy chill. i'm calling about an exciting medical company that is extending and saving lives of pancreatic cancer patients it's relatively inexpensive and growing. it's working on a covid booster

shot what is your expert opinion on immunity bio. >> it is pure, pure spec but there is nothing wrong with that, as long as you know it's spec, i bless it jimmy chill blesses it to buy. and now, ladies and gentlemen, is the conclusion of the lightening round >> announcer: the lightening round is sponsored by tdameritrade. coming up, pick the apple, bite the apple just don't trade the apple cramer goes old testament next

it's a thirteen-hour flight, that's not a weekend trip. fifteen minutes until we board. oh yeah, we gotta take off. you downloaded the td ameritrade mobile app so you can quickly check the markets? yeah, actually i'm taking one last look at my dashboard before we board. excellent. and you have thinkorswim mobile- -so i can finish analyzing the risk on this position. you two are all set. have a great flight. thanks. we'll see ya. ah, they're getting so smart. choose the app that fits your investing style. ♪♪

all right. everybody loves apple again. the stock is less than a point away from its all-time high. now people can't get enough of the stock of apple where the heck were these bulls back when apple was at 116 in early march? what was so wrong with it back then well, everything if you listen to the bears or at least everything they could throw at the stock to keep regular people like you away from it. when you look back at what people were saying when the stock was nearly 30 points lower, well, let's just say it's enlightening here are some sample headlines from important publications on march 8th. that is the date apple stopped buying apple falls toward three-month low. bear market now in sight not exactly the stuff of opportunity. now, apple is famous for mostly its suppliers. the first rule of apple club is don't talk about apple club. that makes it difficult to

understand how the company is dealing with suppliers that doesn't stop the press from trying notice i didn't say lying. hence this publication from a japanese publication apple slashes planned iphone mini for the first half. the u.s. tech giant is cutting orders for all iphones by about 20%, committing to plans in december according to sources familiar with the matter piece goes on to say that apple initially told its suppliers they needed components for 100 million units by the end of the year and cut back the units. apple declined to comment for the story. ominous! that article appeared in asia on march 10th when apple was 119. i have no idea if it was right but i feel like these supplier stories are notoriously inaccurate and always a major reason i tell you to own the stock, don't trade it because these terrifying headlines so often are just dead wrong.

the most damning piece showed when apple stocks was $129 the title "apple shares are lagging the market why the stock could continue to underperform." okay it happens to be written by a good writer who i have known for years. this piece kicks off with the sentence, is there something wrong with apple wow. the premise was historical, not hysterical at the time the stock was down more than 9% for the year. went right to the apple. he reported last year with the stock rallied even more and said there are, quote, no obvious factors such as new products that might drive the stock higher in the immediate future wait a second. wait how about 5g with the wireless providers falling all over each other to get this phone to consumers in order to win them

over in the hotly competitive market that seems big to me finally, the piece argues that apple's valuation is still rich compared to where it traded historically and the company is up for the second half for the ipad and the mac here's the last line in conclusion, there is no rush to buy apple now, a similar article appeared on march 5th when the stock was at 121 apple fell five points to 116 the next business day after this piece ran. it was the absolute bottom of course, not everyone got this a couple days after it bottomed, it was a great entry point but what matters, what gals me is this, it was hard to pull the trigger on apple in march when most of the experts were committed to scaring away from it it is not worth trying to flit

in and out of this great stock apple is a fantastic long-term story. forget about the commentary and simply own it. i'd like to say there is always a bull market somewhere, and i promise to find it for you right here on "mad money." i'm jim cramer see you tomorrow the news with shepard smith starts now. a sad and painful transitioning happening in south florida. for the first time just announced, today at midnight, the search and rescue will turn to search and recovery, officially hope largely lost for finding anyone alive what this means, the latest from the scene, and what next for survivors. i'm shepard smith. this is the news on cnbc tropical storm elsa makes landfall, the wind, heavy rain, and the tens of millions still