>> intel feels like a value trap here and i'd go with taiwan semi, tsm. >> guy adami >> in that same vein, amd. >> thank you for watching "fast money. see you back here tomorrow at 5:00 "mad money" with jim cramer starts right now 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 isn't just to entertain but to educate and teach you so call me at 1-800-743-cnbc. or tweet me @jimcramer. let's tall it the great american snag, yeah, the snag it's that moment where we

realize that we're not going to have a roaring 20s style boom because a third of the country refuses to get vaccinated and their intransigence is snagging the whole economy. the dow 25 points, advancing .20%, nasdaq gaining .3%. a good show. we are seeing classic signs of worry about the durability of this recovery. if you go back to a little over a year ago, it felt like we were on the eve of a second great aggre depression as most companies connected to travel and leisure were forced to shut down we have never seen anything like that in living memory. everybody believed there was no quick fix, it could take years to develop, the fastest vaccine created, four years, and that was something called the mumps that i actually had. the government poured money into the economy to keep the consumers and the companies on life support until we found a solution the goal was to keep the lights on that's all while making it possible for

people to stay home and avoid infecting each other practically overnight, we ban central offices, built new homes away from the cities, outfitted homes for work, entertainment, netflix, and video games, we hunkered down by stock in our pantries and settled down to quiet lives with outdoor activities that was our savior. then boom, late last fall, moderna and pfizer came along and solved the problem it would have been great if it came up with vaccines that were say, 50% effective like the annual flu shot. instead they were borderline miraculous 94 to 95% efficacy more like the polio vaccine where president eisenhower practically wiped out that once dreaded disease. of course those were very different times. eisenhower ordered us to get vaccinated and we lined up at high schools all over the country. we considered it, yes, our patriotic duty also, our not being an idiot

duty because who the heck wanted to get polio, even with the vaccines, our government was desperate not to repeat the mistakes of the great depression where the stimulus was way too small, economy stagnated for years. we spent trillions upon trillions of dollars, and also paid people to stay home, generous unemployment benefits, and simultaneously paying you to work and to avoid covid infested workplaces, which brings me to the great american snag. most businesses have doctors the doctors tell them to get the vaccine. the governor tries to entice you to take it too what was once begged for now goes begging, millions of doses on the verge of being thrown away because a large swath of the country wants to live free or die, perhaps from covid now it's taking a toll on the economy. how does the snag manifest itself the people who buy risk free treasuries, the treasury bonds, they're in overdrive because they're convinced we're on the verge of another lock down we have seen the masks coming down there's uncertainty, a

fundamental belief that the vast majority of people want to avoid getting covid. that's out the window, and the nation is beleaguered and beaten again. i'm convinced the worries about the delta variant are driving long-term interest rates to ludicrously low levels it is impossible for banks fo bank they can't even make the money they said they were going fo make a week ago. we're back to a market where the financial technology place, see higher, all the banks language, a lot more traditional with deposit institutionin they're like a lead weight tying down the markets travel and leisure is doing fine we got good numbers from southwest air, american, united, both goods, but the traders don't trust this bullishness they aren't waiting for delta, the airline to beat numbers. they're waiting for delta, the covid variant to beat us meanwhile, we still got the semiconductor shortages galore because most world's chip making

kpafrt capacity is in southeast asia china's government insisted on inferior home grown vaccines they're enough to take down the automakers that desperately need the semis and the semi shornl to be -- shortage to be over. we're out of starter homes can't build them fast enough high quality problem but a problem nonetheless because housing punches above its weight in the economy the fears of a delta slow down, dow chemical reports what may have been the best quarter in the history of dow, unbelievable amount of money but when the ceo talked to me about how the business is much better than previously thought, stock gets clubbed and a funny thing happens, dow is 4.6% dividend looks much more enticing than treasuries and that, that is what stabilizes the stock. plus we're seeing price

increases galore because we thought demand would remain strong now we're not so sure, and the delta slow down scenario prices could come down from the demand instruction, and estimates could be too high. people think the dow's estimates are too high here's the good news the great american snag can end. i didn't say will. can. the people who refuse to get vaccinated are still willing to go out the snag might not be as bad as the bears expect it's deliberately trying to spread the virus, but if they took covid seriously, they would get the darn vaccine more importantly, the stag will never be rectified in one of two ways, the good way, the unvaccinated get freaked out by the latest outbreak, see the surging case count and the rising death toll so day get their shots. or the bad way, the unvaccinated get covid, and those who survive will have antibodies that make it much harder for them to get infected again given the incredibly contagious

nature of the delta variant, the bad way can happen a lot sooner than anyone might expect we get unsnagged, bond prices sell off, the home builders catch up, inflation cools up, supply chain boxes get cleared and the fabulous tax credit, don't let all of these worries freak you out. we saw what the snag can do during the three-day selloff that ended with a bang on monday i think it won't be long until we realize the market was unwilling to give up the ghost because this was the snag that refreshed even as it scared the heck out of us let me give you the bottom line. all the people refused to get vaccinated, they're a major problem for our country, but i'm betting they won't do that much damage to the stock market either the delta outbreak causes them to get religion and take their medicine or they get infected i would much rather the former than the latter. either way, we're one step closer to the fabled herd immunity theresa in virginia, theresa >> hi, mr. cramer. >> theresa, what's going on?

>> well, first i want to thank you for adopting a rescue dog. >> of course >> that is awesome >> that's all we ever do we go to those kill centers and we get those dogs. and that's what everybody has to do >> that's right. my question is about tesla a while back a very smart good looking mad money guru named jim cramer was really liking tesla and thought it was a good time to buy, which was great advice i did. but now that there's so many other companies making the electric cars and there's so much more competition, do you think it's a good time to sell, buy more or just hold on to what i have >> first of all, i have to thank you for that fantastic description of something that only my mother would believe in, but i will say this, i am a believer in elon musk, and i think tesla is good, but there's a man out there. his name is jim farley who runs ford motor, and he is gunning for musk

i say in ford versus tesla, at least when it comes to the truck, he makes musk's truck look like the as ztec i'd stick with it. mark in florida sgl thanks for taking my call, and everything you do for the small investor. >> that's who i live for i was waiting outside of a restaurant, people taking pictures of me making fun of me, and i like that too. what's up. >> i have been watching with kudlow, he's a good man. doesn't agree with me politically, he's a good man what's up? >> my wife and i are investing in a company that reported yesterday and we thought that they knocked it out of the ballpark and wanted to know your long-term feelings on it it's whirlpool >> okay. look, this guy, i'm going back and forth with bitzer, he calls

himself doctor, a doctor of profit, i like the stock, the product, we're a whirlpool house. i expect the doctor will be on our show and i'm going to give him the royal treatment of goodness, because he's turned around that company. you've got a winner there. let's go to don in ohio. don. >> hi, jim, you recently had biohaven pharmaceutical on the show i put them on my watch list, and now all i've done is watch it go up and up and up is it too late to have a position in biohaven. >> it has doubled since i recommended it how do i know it's good, i take their product. i have to tell you, i don't think biohaven can stay independent at $8 billion because nutech is one of the greatest block busters of our time i sense a migraine coming on, boom, if i have a migraine, gone in ten minutes, so i like

biohaven just go by biohaven, it will take care of the problems of the product hole bristol, same thing. merck, same thing. while the nonvaccinators are making a problem for the country, i don't think they'll do that much damage to the stock market we can unsnag the snag dominos is soaring today, following its earnings, greatest gainer in the s&p. the mad money workout plan, telling row what fitness stocks can have you pumping profits and top 30, i love that dividend, i've got the ceo, so stay with cramer >> don't miss a second of "mad money," follow @jimcramer on twitter, have a question, tweet cramer, #mad yn tweets send jim an email to madmoney@cnbc.com or give us a

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. with earnings hot out of the oven, is it time to double down on domino's? >> i guess pizza never goes out of style, does it. domino's had a jaw dropingly great quarter, the company has tough comparisons, in the second quarter of last year, everybody was stuck at home, and we had few dining options beyond pizza delivery domino's crushed the estimates, delivering a $0.25 earns beat with higher than expected

revenue 12% year over year we're expecting a 1.4 decline in the same store sales domino's gave you a 3.5% increase talk about keeping the sales that you gained during the pandemic their international sales up 14%. street was looking for 9 no wonder the stock was 15% higher today these results triggered a short squeeze as nonbelievers were caught betting a total company that was buying so much stock. how do these guys pull it off? can they keep doing it let's check with rich allison, the ceo of domino's pizza to learn more about the quarter and where he sees it going welcome back to "mad money," congratulations on spectacular numbers. >> thanks, jim, it's great to be with you again. >> you know i've been a big believer and huge customer of domino's forever, and before we get into the quarter, can you put a little perspective ob on how the stock of domino's has done versus the most flaunted tech companies or any company in

your industry? >> you know, jim, we've been, you know, really fortunately to have our shares perform incredibly well over a long period of time, and you know, the results stack up with just about any company you could find out there, and it really is driven, you know, by the fact that we just got a great underlying business model and fantastic franchisees and operators around the world that are serving our customers every day. that's what we stay focused on all the time, and the fact that the shares perform well is a really nice output of that >> well, look, from july of 2004 until now, we're talking about 8,332% gain, s&p up 450, so that pretty much says a lot now, a lot of people did figure, mitch, that once the pandemic is over and we could go out, they would stop calling dominos it looks like the opposite occurred they found out how good it was, and they're ordering more than ever, particularly in rural

areas, and particularly among people who are a little less affluent but really want a good meal. >> yeah, jim, it's interesting, you know, back during covid, we did get a nice tail wind on the delivery business, particularly, you know, during the week, and at lunchtime, you know, some day parts that weren't normally as big for us while folks were at home here as we get into the reopening, you know, of the country, we're starting to get some of that business back and actually face a little bit of a head wind last year, so think about late night business. think about the weekend business, when people are gathering to watch a game or to have a family event or something like that. that went away last year it's coming back this year, and we're seeing our carry out business start to rebound. as customers are more and more comfortable being out there in their cars and going out to pick up their pizzas. folks thought of it as all tail winds and we're starting to get some of the benefits of those things that worked against us

last year dpl. >> it's important to point out the company stores didn't do as well >> it's interesting, and you referenced this a little bit earlier. we did better in less affluent, and more affluent areas, better in rural versus urban areas, and our corporate stores tend to be more concentrated certainly in the urban areas and lean a little bit more toward the affluent areas there's also the dynamic that we have been a little more aggressive in fortressing our t territories in those corporate store markets. a little bit of head wind on the comp, opening more units but all of that is toward our long-term goal of driving retail sales growth we're going to keep building those stores because long-term it makes great sense for our business. >> one of the things we love is the simplicity we know exactly how much it costs, how it goes to you. you raise a great point later in the call when you talk about the third party aggregators, and figure out what you pay to them. i find that to be actually

oppressive i don't know who gets the money, who doesn't. i'm obviously not alone. our customers, your customers really care about this, right? >> they do you know, when you order from dominos, you know, jim, there are two things that we think are really pimportant in that delivery experience. one is we're going to have a domino's expert bring that pizza to your door that allows us to make sure we control that quality and that customer experience end-to-end, and then secondly on that delivery fee, we charge a single transparent delivery fee it may vary by market, you know, with some of our highest cost markets, we'll have higher delivery fees than some of the lower cost markets it's one fee, and it's transparent to the customer. you don't have to get your calculator out or have a ph.d. to figure out what your pizza costs. >> noid versus neuro, are those vehicles, if i went to texas, would i really see those vehicles >> we absolutely are doing live

autonomous deliveries with this test that we're doing in houston, jim, and we're just learning a lot about how the customer interacts with that robot when it shows up at the end of the driveway. and we're learning about how we interact with that robot in our store operations and it's just been a, you know, in this multi-week process that we have been in of testing and learning, we have just learned a ton because we know some day down the road we're going to be executing some of these deliveries with avs, and we need to get smart about it now as the technology continues to evolve. >> it seems to be a theme, car side, preorder, prepaid, these are the things we all love, isn't it, rich >> it is one of the big things that's happened during covid is it's really pushed forward this trend around digital ordering of everything, from food to all kinds of other merchandise we were really fortunate to already have 70% of our u.s. sales digital at the start of

the pandemic, and it's 75 in the u.s. and holding now those digital orders are a better customer experience, and frankly, they're better for us as well. we do a better job of offering additional items our ticket is higher on those digital orders and, the pre-payment by the customer, you know, really speeds things up when the customer gets to our stores for both of our team members and for getting the customer in and out of the parking lot. >> you nailed it there's so many other good things i urge people to conference call china has 19 out of 20, so they're going to get more -- these guys can do even more digital, and all sorts of just great stuff about even just little things about pre-folding boxes and how it's better to not have them than not have them so much to learn about domino's, so you stay long on the stock. rich allison, ceo of domino's pizza. i love having you on thank you so much. >> hey, thanks, jim. >> guys, what can i say, love the pizza, love the stock. try that pizza with no chinese i swear, it's the best

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♪ ♪ experience, hyper performance that takes you further. at the lexus golden opportunity sales event. get 0.9% apr financing on the all 2021 lexus hybrid models. experience amazing. even with covid cases making an alarming comeback among the unvaccinated people are going on vacation after a year of home confinement as we hear from chip burn, the ceo of levis, roughly 35% of american consumers have changed waist sizes since the beginning of the pandemic. the general direction of those changes, but let's be real, lots of people are dealing with the covid-19, which is a lot like the freshman 15.

as i've told you many times, most people are pretty vain, and anything that helps us look good is a good bit. now we have a situation where summer is here, the gyms have been allowed to reopen, and tens of millions of people feel compelled to lose weight how do we play it. only two quality choices, connected exercise equipment play in the form of peloton, or a rapidly growing gym chain in the form of planet fitness, now there are two new ones, last week a new ipo, f 45 trading holdings, a group focused chain of gyms backed up by mark wahlberg young people know him as an actor, if you're older, you can't forget his musical career. marky mark, f 45, here's an interesting question can they get the rest of the funky bunch? on top of f 45 training, tomorrow there's another gym outfit called exponential fitness, this is a role of

franchise boutique, they have 1,800 locations across north america, i had never heard of them until the ipo peloton and planet fitness haven't been great performers. they peaked in the first half. i think we're headed for a phenomenal bull market in fitness. i'm not kidding. i think this is going to be a great moment for all of these stocks, so i'm very very positive on the group. plus, since many of them were marginal players were wiped out by the pandemic, now that america is ready to go out again, the remaining operators can make fortunes by helping people get back in shape last man standing. how do we play it. let's lace up our sneakers do some stretching, dog down, plank, i can do really good plank. trust me we've got three gyms here, and one equipment maker. we'll start with the odd man out. we're going to start with peloton. we know peloton was a huge covid winner when we were stuck at home they've connected fitness machines for the best options.

2021 is a very different story as the vaccine program got rolling, wall street embraced the reopening stocks and dumped the covid winners. peloton included according to the bulls, peloton could keep winning as the world goes back to normal. they built a powerful brand, and the peloton habits become great. remember, they don't just sell equipment. these are connected devices, and they also sell subscriptions to all sorts of virtual classes, that's where the money is. meanwhile, last month the company rolled out a new corporate wellness program where they partner with businesses and corporate benefit programs that. yesterday we found out we're working with united health the best, to offer free peloton trial memberships to 4 million insurance customers. they are such good business people last week, peloton got hit with a big downward neutral from web bush. they're worried about slowing engagement numbers, rising competition, both in the form of

reopening gyms and hardware companies that are increasingly coming out with connected products my view i get where the bulls are coming from and i also thought the web bush knew what it was doing. the web bush downgrade, it resonated with me. especially the part about competition, gotten into the connected exercise equipment business in the end, peloton, it's become a battleground stock, and you know i like to stay away from battle ground simply because they're too darn hard. i don't want to be a buyer if you think the covid variants will send us back to lock down and on to pelotons next up is planet fitness. this is growing like a weed before the pandemic, and thanks to the judgment free ethos, we love to talk to them, low price point, both grease t ways of bringing in new customers. 17% of gyms have gone under since the start of the pandemic, this is the last man standings

play we spoke with the ceo not long ago, the company reported what was a disappointing quarter. he told a compelling story about improving membership trends, however, planet fitness saw its stock peak earlier this spring, and it's been stuck in the low to mid-70s for months. what could get it moving planet fitness needs to start beating expectations again i believe that will happen eventually as the world goes back to normal you might need to be patient put a small position on right now, ahead of their earnings report early next month. they return to form and the stock goes higher or miss again pause it is a quality company. all right, how about these new ones i find these new ones very intriguing first of all, last week, f 45 training came public this one's got an interesting niche, it's a gym that focuses on group classes, i happen to like group classes very much i like the competitive aspect of them f 45 is a lot more hard core

that planet fitness. why don't we have mark wahlberg explain it >> i'm a die hard fitness enthusiast i've got to do it in the middle of the night, first thing on the morning, they want to get on a bike that's fine. eventually, it's stagnant, boring, you want to be in there with the energy, people working along with you, inspiring you, pushing you and supporting you. >> that was on the floor of the exchange a couple of people confused me with mark. that's mark wahlberg it happens all the time. f 45 is all about franchises by last month, they had sold 2,800 franchises, and had 1,550 open studios they're also using some of the proceeds from the ipo to buy a company called fly wheel out of bankruptcy this is soul cycle competitor, these are savvy guys, i was quite impressed when i spoke to them on the floor, and another one, a cocktail later on and it was just really impressed with this management team where do i come down, i like the financials, i like the fact that

f 45s for ages, same store sales, poised to flip from negative to positive very soon if not this quarter, then the next one i like that they have a ton of franchises about to open at the perfect moment f 45 did a bad timing with the ipo. stock got obliterated. a big chunk of the process, and you've got my blessing to buy this it's a little speculative. you've got my blessing i buy a little bit more if it gets hammered. i have to tell you, this is a play, that if dell delta variant goes away or goes under control, you buy f 45 how about this one tomorrow, exponential fitness. really interesting, i'm intrigued, they're taking advantage of a weak moment for the industry to acquire struggling gyms all over the country that have a fan base this is a premium outfit like f 45, it's got more breath they do yoga, boxing, running classes, in terms of the financials, the market is similar in size.

e exponential is higher sales. better balance sheet, i like the f 45 on that unone. see how the ipo plays out tomorrow let me give you the bottom line, the pending fitness boom, i think pel oton is a battleground this f 45 trading. if you're patient, do some home work, i think that's the one to buy. i want to go to anderson in mississippi. anderson >> booyah jimmy chill. >> chillman in the house watching snap, thinking you know what, there's a lot of younger people buying stocks what's happening. >> i got one for you i'm from mississippi, i'm calls about celsius holdings in june some insiders sold shares causing the stock to drop them from 60, under a 5 billion market cap, with some smooth price action since, and heading into earnings, would you give

your blessing? >> you know we like this one we brought them on when the stock was much much lower. i have been a believer in this company. now, i have to tell you, i have been drinking all of these different ones pepsi coe has a new killer more caffeine in it than, you know, a bag of 8:00 for coffee anyway, listen if you want to play the covid induced fitness boom, we've got a bunch of options small position at planet fitness. f 45 training, i'm telling you, it's good. exponential fitness should work too. be patient much more "mad money," i'm talking with the ceo and i love that dividend. then there's a way to end this pandemic, it won't be easy i'm going to explain it. all your calls, and rapid fire, and tonight's edition of the lightning round so stay with cramer

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the largest power transmission network lost some big power generation assets, a pretty good quarter. solid, up big in the morning ap sales came in roughly in line, they also posted $0.05 earnings beat, raised their earnings forecast for the second quarter. stock has been stuck in the 80s for months, but they pay you that juicy 3.5% yield, and it's safe take it from me. what's it going to take for aep to start moving higher again let's check in with the chairman and ceo of the electric power. and of course given such a big transmission unit. become wac to "mad money." >> great to be with you. . >> i have to tell you, this

residential is very very strong. give us a read on this economy >> yeah, so it's pretty clear we thought that residential particularly the work from home environment would stick for a little while it certainly has last year we gained about 6.2% on residential load. we're down 3.1% this quarter so what that says is that some of the residential load is actually sticking because of that work from home environment. >> yeah, see i thought that was a very telling figure, as was for the first time you really spent a lot of time talking about charging stations. are they going to be a factor for you? >> yes, certainly the investment that's required for us, but to continue to electrify this nation will continue to be a benefit, not only transmission, charging stations, infrastructure, the whole transition that we're going through toward a clean energy economy is going to be really great for this company and this industry >> you spend, you've got, what

3,000 megawatt wind coming, 300 solar, are these economic projects they actually make sense, right? >> they absolutely make sense because when you invest in these kinds of facilities, yes, you have the capital costs but there's no fuel costs. the overall benefit to the customers bills will be certainly a savings associated with that. so it turns out to be a great outcome. >> now, there's a moment in the conference call where you call texas, this great microcosm, because in texas there are people who have interest in natural gas. there's also a huge amount of wind that's very economic, it kind of represents the competing interest in our country. >> absolutely. you have the fossil fuel part of it, and the nature of how that is addressed to make sure the system is resilient. sort of shown that in the relation of adaptation of renewables along the effort, and there's a lot of renewables being placed in texas. when you think about that

system, which is not interconnected e electrically elected so it winds up being sort of a microcosm of what we see in the future relative to how the grid will operate. a lot of work needs to be done and legislatively they're working on that, but it really is a sense of the further electrify kags and the activities of technology and how they're deployed on the grid. >> one of the things i think you have a great read on, i read a piece about how chancellor merkel wanted to put solar everywhere, but she was reminded that it's is not sunny everywhere in germany. how much of your region is windy enough or sunny enough to make it work? >> yeah, so we continue to test the boundaries of that all the time, and i used to think it was only like 8% that could be deployed in terms of renewables. now, you know, here we are progressing toward 50% renewables so when the technology continues to improve,

whether storage, other applications on the grid itself, and making sure you have 24/7 base load capacity that can provide energy when you need it during the dead of winter or the warm summer, then you have an opportunity to really optimize that across the footprint, it really makes a lot of sense to continue that transition >> there's also a point where you're kind of a little fill s - philosophical about the notion, of what does the federal government have to do, i don't want to put words in your mouth, but to some degree, capital markets markets solving the problem. >> our industry and the capital markets themselves continue to develop around this clean energy economy. there's plenty of incentives our shareholders expect it, our customers expect it, and we're going to continue moving that direction. as technology advances and the ability to adopt and deploy that across the system, continues to

occur, we're going to continue to see those benefits, so there's plenty of incentives, the government really needs to focus on specific areas to move more quickly in that regard, and that's really what they need to do, and not encroach upon what capital markets and private investing are doing. >> that's important because it's not left to right. you know, don't help the capital markets with the capital markets working great. we wouldn't do that elsewhere. you uniquely have a huge number of employees, you don't talk about how hard it is to find people is that because traditionally, american electric power and different parts of the company pay more than everybody else >> i think it really is a matter of the culture of the company, when employees come here, they see a great culture, and they want to continue working here, but also there's no doubt that the work force is changing dramatically and the skills in certain areas are certainly a national focus, so you're competing across the u.s. forral

en -- talent and we're going to continue to have that kind of approach, and there's no doubt we'll have to remain market competitive and stay ahead in many respects to ensure that we can continue the sustainability of our operations going forward. >> one last question, sustainable, i am watching cole being transported furiously by the rails because of all the switching going on natural gas got to be too expensive. given the fact we're transitioning away from coal. >> i think it's going to be a long-term transition to continue that development of using coal and natural gas, the least amount that you can, much like an insurance policy to make sure you can satisfy energy needs when customers demand them, but generally speaking, renewables will start to layer in and as well, nuclear and other resources and we'll continue to see that further optimization. yeah, it's going to continue, reductions in coal, and also natural gas will be used in the proper way to enable more clean

energy emphasis, not to mention if carbon capture usage and storage occurs, perhaps those fossil fuels can continue to be relevant as well. >> i'm glad you guys are moving things around. it's amazing there's resistance in certain places because natural gas is important to the economy the nation's interest is wind and solar. we know that especially you help to make it so economic. nick akins, president and ceo of ap thanks for coming on "mad money" again. >> thanks, jim. >> why do i have nick on, this is the safest good yield and he always has a great view of the economy. >> coming up next, cramer is bringing the thunder, and answering your burning questions in today's edition of the lightning round. ♪ ♪ ♪

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>> announcer: "the lightning round" is sponsored by td ameritrade it is time, it's time for the lightning round. and then the lightning round, are you ready, start with richard in california. richard. >> hey, jim, fantastic show. >> thank you, richard. >> today i'm calmling about the only pure play in this part of the medical state. got one of its ai algorithm allowing the detection of breast cancer two years earlier than anyone else and allows the machines to see three times more patients per day and greatly improves accuracy, all metrics, the business is exploding higher, radnif.

>> i think you have done a lot of work. i agree with you it's a niche one that i'm always trying to find i spent too much time looking at the hcas, i need to go to steve in new jersey. >> hey, jim, how you doing tonight? >> i'm doing well, thank you, how about you? >> doing well. you mentioned auto retail stocks a few times. >> yes >> i was doing research, and i came up with this one, what's your opinion of asberry autogroup. >> it's real good. it's not the same. this is a southern company but i like asberry, lithia had such an unbelievable number the other day. carvana, auto nation, but lithia at the start of the show, i think lithia is great. richard in washington. richard. >> booyah. >> whoa. >> mr. cramer, i love you so much >> thank you >> you're the best, anyway, this company i'm trying to ask you about is actually going to be

the online market play, and digital payment provider in the whole africa, like over 11 countries, it's junior technologies i really wanted to know. >> i don't know. there's something about, i like micardo libre, and i like how ebay has turned around shopify is amazing how about we go to craig in pennsylvania craig. >> what's going on jimmy, how are you feeling today? >> the chill man has been loving my mentions column he sweethearts at the wall street bet i've got to adopt them all they're like stray dogs. what's up? >> that's wonderful. that's wonderful >> the chill man loves everybody. go ahead. >> i was calling about the stock, before earnings next week on the 28th it's called end mode, inmd. >> but that thing is run so

much everyone knows i love these device companies ever since i found novacure, it's a great company, just up a great deal the stock may be too high. and that ladies and gentlemen is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade coming up, hike, make sense of the day's market machinations in no time flat. stick with cramer for a special no huddle next

as covid cases spike, courtesy of aggressive new strains and antivaccine idocy how can this pandemic end. one way or another we reach herd immunity, the easy way everybody gets vaccinated or the hard way, everybody who's not vaccinated gets infected. yesterday, there was a piece in the "wall street journal," india's covid death toll is likely in the millions, a study finds. according to the indian counsel of medical research, 2/3 of indians have antibodies against the virus. 6% of the population is fully vaccinated meaning half of the country has gotten covid at some point. that's that delta variant. okay, that leaves only 400 million people who most likely get infected unless they get

their hands on the vaccine which could translate into at least a million deaths that's horrific. at that point india will reach herd immunity, though, and the virus will run out of lives to take we're seeing the same catastrophic play out all over the globe. many countries like india or brazil, the mortality rate will be appallingly high. on the other end of the spectrum, you have rich countries that went all in on the vaccination. in the united kingdom, 70% are fully vaccinated they're close to reaching herd immunity the right way what about our country we're a nation uniquely divided between those who desperately want the vaccine and those who desperately don't want it. the new strains are so aggressive there's no way to avoid getting covid if you're unvaccinated, you're going to get it if you get the shots from moderna or pfizer, your odds of catching this thing are astonishingly low. what do the two camps mean for the economy, people who have vaccinated have no fear going

out and about, people who refuse to get vaccinated aren't that worried either otherwise they will get jabbed some think covid is no worse than the flu some figure they will get sick either way some believe in crack pot conspiracy theories that paint the vaccine as somehow more dangerous than the virus i bet there are people who get a flu shot every year yet refuse to get the covid shot because they think it's evil given the speed of the delta variant, it's going to cut a swath through the states with the lowest vaccination rates for certain. as the case numbers and hospitalizations and then death toll rises, i expect more of the anti vacc types to throw in the towel and take the medicine. the ones who don't are almost guaranteed to get sick, an asymptomatic infection, could be fatal. once you get infected you'll likely have the antibodies to create immunity. that's how pandemics always play out. when the spanish flu struck in 1918, it only affected 500 million people, about a third of the world, and it killed

$250 million of them, but the virus had run its course everybody had either gotten it or died. on the other hand, when the government gets serious about vaccinating everybody we can reach herd immunity the easy way which is how we wiped out smallpox and polio in this country. many anti-vaxxers wouldn't be alive if the grandparents and parents ignored the advice to get polio. and vaccines are mandatory for schools throughout the country i'm beginning to think the reasons with low vaccination rates will reach herd immunity the bad way, the spanish flu way, you either get it or crow die. that's it. this morning dr. scott gottlieb, who's so good, i don't know if you catch him, he's on "squawk box," the former head of the fda, he came on the air and said our delta variant is so contagious that we could see it peak in a few months, judging by what's happening in india, it could be faster than that. it's a way for the pandemic to end but it's a terrible way.

we can stop it in this country by getting aggressive about vaccinations for now, it looks like the government is leaving the choice up to you, get your shots or get the virus. it's a terrible way to go. i like to say there's always a bull market somewhere. market somewhere i promise to find it right here covid warnings ring loud from the cdc the director today saying delta is the most infection respiratory virus we know. i'm shepard smith. this is the news on cnbc do we need covid booster shots >> the delta variant is spreading with inefficiency. >> the cdc meets to discuss the viernt violent crime crackdown. the doj creates a few strike force to