21, got to believe >> guy. >> you see that amd there, sister i know you did >> that's it >> that's it back to you. >> thanks for watching "fast money. we'll see you back here at 5:00 for more "fast." meantimedo, n't go anywhere. "mad 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 other people want to make friends. i'm just trying to make you some money. my job is not to entertain but teach, put into context and we need that so call me a 1-800-743-cnbc or tweet me @jimcramer. everybody has an opinion on short sellers.

[ boo >> some view it as a sin they don't want anyone betting against their favorite stocks or they try to destroy the shorts when the shorts get too arrogant others see them as bold contrarians by profiting against older more seasoned investors they go after. for someone at this for 40 years i can tell you both are way too personal you can't take investing personally you got to take a page from michael corleone and realize when something is strictly business that goes double on a day like today where the dow dipped 128 and s&p slipped 0.28%. the nasdaq jumped 0.7%. funny guys, 25 hours a day to tell you short anything i recommend. >> sell, sell, sell. >> i hope they're joking i'm about to show you would have been an awful strategy to

embrace. case in point, advanced micro devices. let me tell you a story, see, until five years ago, when the stock was at 5 bucks, i despised the living daylights out of amd. i remember from the year of the late great andy grove who ran intel when it was just a lean, mean fighting machine. maybe one of the greatest manufacturers on earth oh, grove could have wiped out amd but in a heartbeat they were the only meaningful competitor left so letting him go under would have caused intel a real headache with the justice department amd was kept alive by intel itself then i met dr. lisa sue and given the company's recent mismanagement i was in recovery. still i insisted there was no way i could get possibly no way get behind amd, no how, no way for the next hour and a half she

took me to school and not gently, explaining the road map she created to erase intel's dominance by out-engineering the once great semiconductor giant i not only had to abstain from intel but i had to belly up to the bar and make mine an amd subsequently i spoke to people and you know what, her story checked out. i created a slew of potential customers and they were busily liking amd's new chips because intel dropped the ball and gave them an opening. >> no, no, no. aaagh. >> there's when i started pounding the table at -- on amd. that's when it happened. that's when i embrace it since the then stock run from 5 bucks to just under 98 a remarkable performance, one that will wipe out any joker short sellers or pretend short

sellers. intel now has a new ceo but this morning's quarter shows i made the right call advanced micro devices is now several years ahead of what intel is offering. and don't even get me started on graphics chips where intel is a nonentity and only the vaulted nvidia is competition. lately their stock held down because they're trying to acquire another semiconductor company. the deal has been delayed by the regulators particularly by china. you need to own amd now because as i always used to tell my clients, stock the 5100 would go to 120 i always like to put a little humor in the process but there is a grain of truth to the observation. amd stock is a monster

lisa is in the same league as her competitor and nvidia is first place. they may be the two best designers of chips in america or the entire world when the xilinx deal closes by year end it will be additive to earnings making amd's stock look cheap compared to peers. another cramer fave they claim they shorted, alphabet used to be google. here's a company that is the best at what it does and does pretty much everything it has the best advertising model in the form of google search it's got the best one in terms of youtube, the latter reaching young people who no longer watch tv a great break for advertisers trying to reach that hard to reach cohort the best self-driving car and google cloud is already giving amazon and microsoft a run for their money. be careful new competitors, boy, i think this google cloud is about to explode best of all alphabet has some of the smartest people on earth if you listen to the conference call you'll hear i think they

try to restrain their glee the way it used to be with netflix my legion of detractors alphabet has been a terrible short and scorched facebook which reported tonight. the latter did its best to hold down expectations. that's a a perennial thing people fall for it all the time. what about a truly hated stock like boeing you would think it would be like shooting fish in a barely, machine gunning them but instead boeing crushed it. i was thinking they could only shake off -- if own think they could shake off the 737 max woes, after they did a gigantic equity offering maybe 25 billion and got through two years of suffering it might be interesting, no. i still expected an equity offer but should come at maybe 300 no matter how much the chinese government did, they need commercial aircraft and, boy, do

they despise us. only two companies in the world make them, china can't buy them all from airbus. boeing feels reel good to me i know the delta variant can slow the economy it's a given that it will all put pressure on salesforce we have too many people who refuse to get vaccinated more on that later although maybe they'll get religion on it since texas, 10,000, not since february we've seen that and obvious the chinese government wants to be a communist regime in name only i often wonder if the biden administration understands an unrepentant belligerent china relies on the rest of the world for its funding. their economy is fueled by countries like ours buying their exports. we are addicted to their cheap stuff and know it. you can't even get big container sharps out of the harbor too shallow. apple and starbucks had exceptional sales. pl

plane orders would be helpful if they want to extend an olive branch and sell hundreds of billions of merchandise to the united states of america if not for the delta variant i think we've heard a tougher line from the fed today after starting the process of looking at its fast -- or taper down the bond buy which at this point seems pretty unnecessary since it looks congress can pass a big infrastructure bill. jay boughton powell is smarter than the average bear once again. the bottom line, today was a day to celebrate owning the stocks of the best companies out there, not to short them and, of course, to more than short sellers who bet against them simply to be jimmy choo contrarians. marshall in virginia >> caller: jim, boo-yah. >> what is going on. >> caller: i've been tracking this since last year they're playing outdoor, with that acquisition put them ahead. the outdoor sports play is ely,

callaway >> i think it's terrific and you got a winner and i got to say, anything golf is a winner. by the way, golf is kind of interesting if you watch it on sunday some watch it the whole way through. ann in indiana ann. >> caller: hi, jim i'm an action alert memberand thank you. barely feels like enough >> short those stocks i like because you get the product. you remember the club. how can i help >> caller: i have a commission in wynn, bought all the way down but listened to kyle yesterday on "squawk box" so i trimmed a third of my position >> oh, really? >> caller: yes >> okay. well, look, i mean, ann, i have to tell you we all suffer when stocks go down and i'm worried about the chinese and i think wynn has always managed to do

it it's been a dog of a stock i know i'm sticking with it but totally understand your move and all i can say we got a lot of winners and, yeah, not every stock goes up how about manoa in new york. >> caller: big boo-yah from buffalo, new york. >> what's going on. >> caller: i want to say i'm a longtime listener, first-time caller and hat off to my man michael in long island so quick question, i was looking into ebay back in december, price was trading around $50, now it's hovering around 72. i want to know what are your thoughts >> they have cleaned their act up very good. very inexpensive etsy and i think you should continue to own it and thanks for the nice calls, ann, i know you got the rest of the wynn, keep reading my bulletins at action alert and we'll make sense of it today was a bad day to be a short seller of high quality names like amd and boeing but,

boy, was it a day of celebration who owned them not so good for those who short the losers of which there are loser, i'm sorry, shorting winners and they're losers sometimes they take it personally and many times i know that's wrong because it's strictly business. on "mad money" tonight, wingstop is flying into new york city that's right could be a strategy by a winner. winner, winner, chicken dinner i'm talking with the ceo and a big week for earnings and i'm reviewing the biggest tech reports and sharing what you need to know what you heard and with supply chains under pressure around the globe i'm talking to one under the radar player helping to automate the process. they're the conductor of the factory floor. don't miss my sit-down with rockwell and 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

madmoney@cnbc.com or give us a call at 1-800-743-cnbc miss something, head to madmoney.cnbc.com. millions of vulnerable americans struggle to get reliable transportation to their medical appointments. that's why i started medhaul. citi launched the impact fund to invest in both women and entrepreneurs of color like me, so i can realize my vision and give everything i've got to my company, and my community. i got you. for the love of people. for the love of community. for the love of progress. citi.

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♪ ♪ ♪ ♪ when will wingstop get that fabulous mojo back early in the pandemic this wings and beer chain was one of the biggest winners because they had great digital infrastructure and pivoted to online orders and jumped from under $50 to $160 a year ago but then it sawed out most things beyond its control like skyrocketing chicken wing prices pretty darned good quarter and though growth is slowing versus last year, it's still pretty darned good versus 2019 like domino's was before the pandemic gave them a boost, stocks still

got -- i bet that will be proven wrong. this is now a tech heavy restaurant chain with 25 million unique customers it's a stock that ran from $25 to 166 now so can it resume its long-term march hire earlier we got a chance to catch up with a shareholder, charlie morrison at the nasdaq stock exchange take a look. charlie, it's been a great run we've been behind you since 25 tell me why plus 2% is pretty darned good. >> plus 2% is equivalent to 34% on a two-year basis, jim, 17 consecutive years of positive same-story sales growth closing in on 18 this year strength brand is as good as it's ever been we're really proud of that it was a tough lap. >> and there is a sense among many people that it turned out that wingstop's model good as it is, sadly because so many got

hurt and died in covid but it was the idea model for this. >> we invested heavily in digital years ago making sure it was at the forefront of our strategy and we can digitize every transaction well on our way and eclipsed almost 65% this last quarter it keeps increasing. we have all the right strategies in place for investing capital aggressively over the next few years to continue to build out our tech stack i think we'll hit that goal. >> one of the things i love about wingstop is that you're creative and i am now hearing that my friends are calling you thighstop. what's that all about? >> it was a fun play there were so many virtual brands that came about during the pandemic and a lot of them were pointed right at us with chicken wings. we said we want to launch the product. it's great for supply chain opportunity for us to use other parts of the bird. >> explain people -- you were just using the wings. >> just using the ings, breast meat, tenders but the wings are what drive our business so

needed to use more parts of the bird and the leg quarter was important to us. we launched a virtual brand because everybody else did it seemed to make sense. it was fabulous for us, generate 4 billion impressions in one week of our brand which brings kind of theawareness that we want, the notoriety to the brand that it deserves and certainly making thighs center of the plate is our goal long term. >> so one of the things i find most exciting we're in manhattan right now and it's time, isn't it we announced we're taking over manhattan in wingstop. we'll have our first location open here in a couple of week, maybe a month at the most. we're going to put as many as 25 different restaurants here in this market by 2023. they'll all be put into the ground over the course of the next few quarters. we're excited and all going to be company owned. >> really? huh? >> being predominantly digital works great with ghost kitchens. >> you and i both know

ghost kitchens may elude people. what is a ghost kitchen? >> instead of having a streetside location where there's high expensive rent especially in this market ghost kitchens can be off the path they can be behind the scene, on a second floor, down in a basement, it doesn't matter. the key is that they are kitchens available to delivery drivers through doordash, other partners like uber that can come in and grab it and take it to everybody. they fit beautifully cuts back the capital cost substantially. we can be in for 50 grand in as quick as six weeks then generate the kind of revenues we see in our streetside locations we think they're here for the not just now but well into the future something you'll see us expand quickly. >> i'm conflicted here tomorrow is national wing day. >> yes. >> but i hear you have international ambitions. >> we do have international ambitions. tomorrow is thighstop thigh day so we're taking over the wings and going to be selling thighs and giving them away actually.

>> really? >> qualifying purchase two thighs on doordash, it'll be a promo that will replace the wing and save some wings and want people to eat the thighs and everyone joy that new product but at the same time we are a global brand growing quickly, the uk, markets in western europe even expansion into china in the future. this has taken off. >> everyone has seen with this chicken sandwich, whatever it does seem -- some people feel that it's faux meat that's interesting. i think the country has turned toward chicken why is that. >> well, it's readily available and great supply and it's a fan favorite for everyone. it's the most consumed protein on the planet. great for our business as well a lot of competition in it right now and the pandemic, other competing meats were hard to source a lot moved towards chicken but for us, it's our staple. it's who we are and we're going to continue to compete with wings. we think they're the best product on the planet. we don't need a chicken sandwich

to win the battle. >> everyone keeps telling me you can't find workers a problem for you. >> we have a small roster in our restaurants. you can operate a wingstop with as little as three people, maybe four at a time and still achieve the strolls that we have our average unit volume, $1.6 million a year. as high as $3 million a year doesn't take a lot of people and -- >> that exceeds a lot of chipotles? >> absolutely and we continue to inch up. our average unit volume exceeds 2 million for corporate. so we think it's a challenge. >> okay. >> for us, it's not impossible. >> how much of chicken has gone up in the last year? >> it's gone up substantially. our prices are up over 60% year over year. >> and still able to maintain -- franchisees with make a lot of money. >> small box doesn't take a lot to operate. high food costs we think are transitory and will solve itself in 2022. we think less about the margins

and more about cash, takes cash to build a restaurant and get a return our franchisees are making a good return. >> one of the reasons why your stock is so great, everybody understands it and why they do that is because you tell a great story and i want to congratulate you for everything you've done for so many viewers. because you're a winner, that's charlie morrison, wingstop's chairman and ceo welcome to manhattan. >> thank you great to be here. >> announcer: coming up, all the texts that's worth it to check cramer goes off the charts for a look at silicon valley's hottest earnings, next

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ones last night was frankly as bad as it gets up until 12:30 reading all these quarter answer right after the close we had this plethora we had apple, we had microsoft, alphabet just to name the bigger tech outfits. i could have thrown in amd if i didn't know any better i think they all scheduled the reports at the same time just to give me a heart attack so now that we've had time to process their numbers and, man, was it hard to process and more importantly nuanced conference calls really had to parse them my gut is to say apple, google and microsoft reported fantastic quarters wall street appreciated only google because the last google did report by far its best quarter ever i want to take them in descending order i want to start with apple not only did apple deliver a monster earnings beat which you probably don't even care about

because the stock was down, but it's also a monster revenue beat and that matters to me every product category came in higher than expected in particular they did $39.5 billion in iphone sales. that's nearly 50% growth in a business that people said had no growth, okay and by the way, a lot of that is to the growth of apple's service revenue stream and the cut they take from the app store, the margins were up huge year over year this is just exceptional these were record numbers across the board. how about the guidance on the conference call the ceo said to expect double digit revenue growth during the september quarter although lower than a 36% growth he warned that apple just reported. some of it had service business up against difficult comparisons. the third reason upset wall street listen to this we expect supply constraints during the september quarter to

be greater than we experienced during the june quarter. they will primarily impact iphone and ipad. boom yep. it's a semiconductor shortage that is hitting apple. finally just so you know ford talked about how it's being mitigated. i think we may be in for a better time than even apple thinks but it brings me to the stock reaction it was down $1.79 today. you can see in the after hours people really clocked it but it was the supply constraints comment that spooked investors plus didn't help the stock had run so much going into earnings it is insane that apple sold off in the wake of this magnificent quarter. for me the most important takeaway the company has a large and rapidly growing base of customers and these are some of the most satisfied customers in the world so they're long term the fact that they might be supply constrained in the quarter, i say who cares there's immense demand for them all over the world and people have to wait an extra few months they will wait and it will make the coming quarters look even

better the way i see it, the pullback, of course, this one right there but they didn't last very long it could be a gift especially because the chip shortage might be alleviated for the biggest customers. no one is bigger than apple. if you think apple is expensive trading at 26 times earnings, remember this company has a history of crushing the estimates. a year ago the analysts expected them to make $3.74 in 2021 now looking for $5.48. see, the stock always ends up looking much cheaper in retrospect as the estimates get raised that's why the "mad money" party line remains exactly the same. own it, don't trade it and believe me we have analysts coming on all the time who tell me there was no reason to buy ahead of the quarter you know when they told you that, when it was 119. can i add that i -- it's entirely possible that apple should be admitted to the united nations, maybe the security council because their revenues and balance sheets are better than almost every country i follow microsoft, another one that got

dinged despite reporting an astonishing set of numbers and delivered a big top and bottom line beat with 21% revenue growth guys, this is gigantic each of their three major sellingments came in higher than expected when you drill down there were softer subsequent results like the xbox content or surface tablet, surface being a model change xbox was supply can change now, all this was offset by the strength of everything cloud related including azure. they said it's stable. i mean, come on. linkedin was up 46%. what i think people have to understand they see the stock going down and foment reasons about why rather than accepting the fact some people don't understand what they're doing and bailing and microsoft did sell off down 10 and the analysts scrambled to find the explanation. i think people were simply ringing the register

the stock rallied hard going into the quarter the darn thing was up 30% year to date and multiple upgrades ahead of the conference call but then we got the conference call and microsoft proceeded to give us bullish guidance. amy hood, the cfo. what a story she told. over the course of today's session, microsoft had gains up 2 with the stock finishing down 32 cents if they reported literally last week the stock would have been up huge. it's just that now we got a very confused market thanks to the resurgence of covid-19 and the delta variant. all right, now about alphabet, the parent of google once again if you only looked at the action today, you think this was an unremarkable quarter but as i said at the top of the show, alphabet knocked it out of the park like i've been telling you this company is all about online advertising, business that came roaring back thanks to the great re-opening and that's how alphabet crushed the estimates really earnings $27 per share, wall street was looking for 19. that's 169% growth these are trillion dollar companies. they're not small caps and it's

not just the ad support in business, google cloud too last night the stock jumped in response, earlier up 4% today but pulled back from its highs how do we explain the waning enthusiasm some felt guidance was muted the cfo told us it's, quote, still too early to forecast the longer term trends as markets re-open especially given the recent increase in covid generally. now, i have to tell you i know ruth for how many years. that's ruth. that's what she does she doesn't tell you it's the greatest day ever. really though i think this was another case where alphabet ended up being punished because the bar was up so high all analysts like it what do i do what i say i'd be a buyer, not a seller the bottom line, don't overthink things in big tech, alpha -- apple, microsoft and google also known as alphabet, they are gigantic

companies. for them to report these numbers is astonishing, even if they didn't all work today. they're headed higher longer term even if they sometimes get dragged down by the market's gyrations. try to remember these results when there is a pullback and wondering if they're still worth buying you just got the heads-up that you need i'd like to go to rob in south carolina where they have unbelievable barbecue. rob. >> caller: jim, big boo-yah from south myrtle beach. >> oh, so beautiful. i actually played golf there i'm terrible at golf what's up? >> caller: don't tell me about i played about every course you can here this is my question, i got -- i bought ware when it was stupid low and now they're up -- i'm up to 260. >> okay. >> caller: yeah, so i just am wondering, should i just hold on to all of it or should i -- >> i don't know what stupid low

is my instinct, take your basis out and then let the rest run. because if you take it out the basis you're playing with the house's money. i want to congratulate you for buying it stupid low i might have to use that in terms of people thinking stupid high chris in connecticut chris. >> caller: what's going on calling about a stock no one has been talking about, taking all the news, it's been such a month the last two months and bought some for my mom's portfolio. am i wrong thinking sony is undervalued? >> no, you're right. you're right i think -- but the problem is this, great call by the way, chris, it's perennialially undervalued. i think it's good and it can always be great if they were a little more focused. a lot of asset there is by the way so i like your call. this was a primer on why people do stupid things, stupid high they thought i love that stupid low i learn everything from our guests now i don't want anyone to

overthink the big tech earnings. these are gigantic companies they are all quality names and you may not think they're doing that well, especially apple and microsoft because their stocks didn't fly i think that's wrong i think it's a gift if they go down, longer term they're headed higher when we come back, "mad money" ahead from industrial automation to the cloud i'm getting the latest from manufacturing with "rocketman's" top brass. then this is one of the toughest moments i've seen incorporate america and i'll reveal why. plus, all your call, rapid-fire tonight's edition of "the lightning round" so stick with cramer (vo) introducing 48 square centimeters of earning potential. flawlessly designed. undeniably versatile. unlimited 2% cash back.

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♪ i keep telling you this is the most confusing week of the quarter. take a look at rockwell automation this is a global leader in industrial automation and digital transformation but it got slammed 4 bucks. i thought it was a good quarter. the bipartisan infrastructure deal is back on track. of course, rockwell automation isn't really an infrastructure stock. frankly it's a play on much bigger and better themes companies using technology to modernize their manufacturing process. that's why the quarter was so good a beat in raise rutted in a staggering 26% in organic growth because of noisy line items, the stock got hit. i think it has moreroom to run let's check in with blake moret welcome back to "mad money." congratulations on the nba championship for your hometown milwaukee bucks. >> jim, it's great to be on and go, bucks. >> all right now, i am a fan of their owner who is just terrific to our

network too. i think people have to understand putting it in context your company is a company that allows companies that maybe can't find the thousands of workers they need to automate and do better than if they were to find the workers. correct? >> you know, it's really both. for sure we provide the advanced technology, but we advocate for a highly trained engaged workforce that's comfortable interacting with that technology and that's the winning hand. >> okay, so i think that what you've done is step up your game since we've seen each other last, i'm looking and read the conference call for a thing called the plex systems overview this to me is taking you into the level that i'm used to for most of the technology companies i deal with so i want to give you a moment to explain. that was not in the cards with we saw each other last. >> yeah, we're super excited about adding plex and their smart manufacturing platform to us it's a natural fit because we

have, let's say, the home field advantage, where the data is born from our control processes but being able to land that data into software, cloud native, software as a service to be able to do more with it and help these manufacturers be more productive, we're ready to get going there. >> all right, now i like annual recurring revenue and it's been building and building. where do you think it is now as part of the mosaic of your business >> yeah, so our annual recurring revenue is around 5% or 6% of our business, plex when we clclos the deal later this year and into next year will add more than two points to that annual recurring revenue. so as we go to 10% and beyond, annual recurring revenue starts having a meaningful impact on our profit and our revenue stream. >> yeah, my take is that when it gets to that, we're anticipating it right now companies do not -- stocks do not react after it gets to a high number.

they react before it now, there are some areas where you are very, very strong. two that i like are ev, electric vehicles and also the kind of things you do for warehouse, right, for amazon. why don't you talk to us about what -- how indispensable you are for warehouses and for ev. >> well, let's start with e-commerce and warehouse logistics. our control technology for controlling the conveyers the sortation, the networks to be able to communicate where boxes are in what part of the process, you know, that makes amazon a great customer for us. and we're doing it for the pure e-commerce providers, but increasingly, the retailers are looking to use these sorts of technologiies independent car motion technology to help bring material in, to sort it quicker, get it on the shelves and restock using what was

previously the domain of industry to adopt this sort of technology on the ev side, again, that independent car technology is helping with battery assembly. we have a differentiated solution there and we have all of our traditional strengths with respect to stamping and painting metal and assembling vehicle, testing them, all those processes are still involved in the ev manufacturing chain. >> okay, a theme in your -- in all the things i read about, your company -- tires. what are you doing for tires that are so exciting >> well, tires is an area we think we have the number one market share in tire making around the world and it's because we have a single control platform that can be used in all parts of the operation it's the batch operation, mixing up the compound, the tire building, the curing pressing, the software, that supervises

the whole thing so it's a good application for us and it was a great vertical for us in the quarter. >> last thing is there's a really great slide in your acquisition for plex it's called accelerating factory talk as a service. what does that mean? >> that means that we're taking our applications to the cloud and so through the customers' production life cycle through their design of their process, the operation of their process and the maintenance of their process, we have cloud native solutions that all talk together, factory talk is our software brand and we're seeing tremendous demand for each of these applications but the overall concept is simple, easy to understand and manufacturers get it. >> so if i have to sum it up i would say that you are leading to -- i'll borrow something -- the democratization of --

>> to make it more available for small and medium-size manufacturers as well as the big guys, to be able to make this technology more widely available with what we do with our planned floor technology as well as our software as a service, to make it easier to apply automation because simplification is going to sort out the winners and the losers in this space over the next decade. >> well you're everywhere that people are very excited about and i'm always honored when you come on the show because you've done such an amazing job and the stock has been a huge winner so i wanted to thank you so much to blake moret, chambers and ceo of rockwell automation. thanks for coming on the show, sir. >> thank you, jim. >> exciting company. look, sorry to jump around but they're in so many different areas of manufacturing what i just would rather say let's tall it a digitizers of manufacturing. "mad money" is back after the break. >> announcer: stick around -- >> may i make a suggestion i would stay with cramer. >> announcer: "the lightning

round" is coming up next

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save, spend, borrow, invest, and earn cash back rewards, all in one app. that's how you get your money right with sofi. >> announcer: "the lightning round" is sponsored by td ameritrade ♪ it is time it's time for "the lightning round. >> sell, sell, sell. >> buy, buy, buy [ buzzer ] >> and then "the lightning round" is over are you ready, skee-daddy. james in florida james. >> caller: hey, jim. boo-yah, brother. >> boo-yah, my friend. >> caller: hey, i bought roblox on a pullback from 104 and got in at 85 but it's down from 79 i'm trying to figure out where it goes from here. >> i think the last quarter was not as good as we thought. some are thinking it's only a pandemic play. i think it's going to snap back.

hold on to it. phil in new york. >> caller: jimmy, i love you, brother. quick question for you and it's about a stack and i hate them as much as you do but it's not a stack that has autonomous upside down vehicles that run on -- >> helicopter blades, yeah, right, right. >> caller: banana peels so it's fast acquisition, fst. >> heavyweight want to be with them, not against them i'm okay with it maro in new jersey >> caller: jim maim. how are you doing? boo-yah. >> boo-yah back at you boo-yah. >> caller: my partner here also but he's not present right now >> all right thank you. >> caller: my question was on scientists on their -- >> this is -- yeah, so this is a company trying to get people off

opiates is one of their things my daughter did work in that field and it is really, really hard if they can succeed it is worth double what it is. if it doesn't well, you know what, it's not worth a lot too hard for me. i don't like things where it's just -- all or none. let's go to jeff in new jersey jeff >> caller: hey, jim. how is it going? >> going well. how about you? >> caller: doing well, man so with sporting events happening full capacity crowds now, what are your thoughts on edr. >> never, okay, full disclosure, i guess you could say i work for endeavor they're my agent i don't understand the evaluation of the company because they've got also -- if you broke it up they have a lot of good stuff but, again, you can say, jim, they're your agent but i think that, you know, look, i think ari, ari is a really smart guy and i think betting against him at this level is just stupid i want to go to joey in

pennsylvania joey >> caller: boo-yah, jimmy choo over the years for small investor, love your program. western digital. >> inexpensive stock, too cheap. like it. i also like micron so we got to be careful of my judgment and that, ladies and gentlemen, is the conclusion of "the lightning round. >> announcer: "the lightning round" is sponsored by td ameritrade coming up, just when we thought we were out, it pulls us back in cramer makes sense of what a stutter step recovery means for the market next.

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♪ how the heck are companies supposed to talk about the future right now

this moment is a real head scratcher for corporate america for pretty much the whole second quarter it looked like we were beating covid. the news got better and better you could practically taste the comeback the great re-opening happened faster than anybody expected and finally things were coming together then we hit a wall. >> no, no, aaagh. >> when we realized a significant chunk refuses to get vaccinated now it seems like the fda, the national institutes of health even the centers for disease control feel they should be optional and the fda hasn't even approved any of these yet even as they've already been administered a billion times pretty safely. our whole program is being done under emergency use authorization that makes it so companies can't compel anybody to do anything because the government is gun shy, businesses are worried about requiring vaccines too although google just announced they won't let people return to the office unless they've gotten

their injections other than google and the nfl that put the onus on the players, if the team doesn't play because of it you lose a paycheck at the same time china started rolling back 40 years of free market capitalism at the same time for the first time since chairman mao died the communist party is acting like a communist party clamping down on class divisions, going after the billionaire class. too many investors don't get it. let me repeat that you don't really want to invest in a country that's actively practicing marxism and leninism. i was around for the '60s a and '70s and when are the chinese government used to send rotors to re-education camps i thought it might have eased a smidge by this point but it's still a serious problem although ford did say tonight it's gotten better thanks to that july switch-a-roo

of semiconductors and china and, of course, the return of covid via the delta variant, it's natural that executives want to get more cautious with their forecast so how have they handled it well, some have just decided, you know what, it's difficult to extrapolate anything that's weak to the quarterly -- so you get something like u.p.s they argued its recent strength was all about covid induced lockdowns which means the future goes back to 2019 once the virus gets beaten so -- >> sell, sell, sell. >> boilerplate but across the stock. >> sell, sell, sell. >> starbucks has the unfortunate distinction of having a glitch in china when i spoke to kevin johnson, ceo on "squawk of the "street signs" i was assuaged but the stock fell totally out of sync with the mask mandate, mastercard seemingly owe privilegeous to the delta variant or google who talked about strong travel right when doors are closing

some companies haven't seen any glitch at all, amd with broken field running because their chief competitor intel is trying to fix something that will take too long i marvel at how difficult it is. the future is tough to predict even amd has to worry about the approval of its xilinx acquisition. like i told you earlier still got plenty of room to run. the real shame the companies that are the most honest and most earnest that give no real outlook end up being treated the worst because that's just how analysts think and then you go back to u.p.s., i mean they gave a logical -- on the show last night, they know better than to predict the unpredictable. between the resurgence of covid-19 the future is looking questionable i think it's ridiculous they have to make such a forecast yet the only thing that satisfies the jackals on wall street and wreaking havoc on the stocks of our finest companies is got to give them something.

no way i think maybe ceos should be a little more like warren buffett of berkshire hathaway and give no forecast and we'd all be better off for guidance but would have to do it at once and it wouldn't be such a bad idea i always say there's a bull market somewhere i promise to find it right here for you on "mad money. i'm jim cramer see you tomorrow the news with shepard smith starts now what if like aspirin for a headache, there were a pill to treat covid? stand by i'm shepard smith. this is the news on cnbc mask backlash. confusion shifts to anger, after the cdc changes guidelines >> take the masks off our children. >> the impact on schools, across the country. president biden to announce vaccine requirements for federal employees. his new order, to get a shot or submit to weekly testing simone biles pulls out of the individual all around.