i don't know about bridgetown but i will tell you, yellowstone is amazing and i know kevin costner is a huge fan of "fast money. halliburton. >> i'm sure he's watching right now. thanks for watching "fast money. see you back here tomorrow at 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 "mad money" starts now >> hey, i'm cramer welcome to "mad money. i'm trying to make you some money. my job not just to entertain but educate and teach. so call me or tweet me what are the most important

stocks in this market snt ones that define the moment show you where the money is going. the nasdaq lost 1.25%. i want to explain how i choose the stocks i highlight when i come on aur every morning. you know what i think is really going on before the bell and then right after it. you know, i'm always looking for names that are both important and possibly investment for you. okay the process is complex there are two major themes going on right now supply chain disruption, you read about that a lot. that is energy shortages and then the fact that interest rates are going higher they went up 6% last week. that's a lot you need to know about these two themes every minute of every day if you're going to pick stocks because that's what is driving the averages i also try not to mention the same stocks that we've already been discussed here. you don't want overkill.

i know a lot of you watch that show and also means eliminating some situations we talk about at the top of "squawk on the street." that is a duh moment this market isn't about being clever so people just buy the banks without question they're supposed to be the obvious winners here buy, buy, buy. right? of course this is just a knee jerk reaction. and these are often nonsensic wi al the earnings numbers have nothing to do with the current long term interest rates this is already -- there is nothing to do in a quarter it's about what happened in the last three months. the banks have been a disappointment relative to the stock prices because they often run just like now on some kind of theory that there is nothing to do with earnings. but has more to do with the show when we get the actual numbers this he could disappoint expectations have already been ratcheted up

now lots of people confuse the two things i want you to understand this. they say -- we get a lot of calls like this. a lot of e-mails the company beat the expectations, why didn't the stock go higher? the answer is often that the stock ran into earnings because of moves like today which are divorced from the actual reporting numbers the expectations are what they're looking for. they don't represent what investors are looking for. long story short, i wasn't going to mention the banked on stock trading because now they're well covered. it really doesn't do any good to cover them some more next up, oil this is straight forward oil and natural gas are going nuts they've been huge winners most of the year. nothing changed. just got better. oil keeps going higher why? because american oil producers finally got religious on spending they don't burn all the money by drilling like they used to instead, they return capital to the shareholders that means you mute want to buy one of my favorites, maybe chevron for the consistency and the dividend devin or pioneer natural for the

same reason. even diamond back industry has a posture that has major return on capital. i also like conoco because of the acquisition they made last week they're buying royal dutch's acreage at a low price because royal dutch is basically being forced to sell by regulators oh, yeah, if you really believe we're looking at a long term natural gas shortage overseas, you will speculate that is tllurian they started after they left the energy company look for the export power. maybe our prices are a steal we have plenty of natural gas. remember, ni'm in a whirlwind and now i talk about buying the oils last week you am not going to go and hut them again, right? i'm not going to repeat what i said here there. that is not interesting enough for me or you. this show flies. we hit china and we mention the tesla is going full bore in prc

and even with the ever grand fallout. i said i think tesla can go higher and giving us a nice umbrella to the whole electric vehicle complex. a new one is coming public tesla is worth $800 billion and starting to make a big move up i suggest that the low should be bought at 15 and change. good call. jumped 5% today. that brings me to the mad dash since we covered chun aina and k ands oil i talked earlier about an ebu i thought about adopting this weekend. i went to the last chance ranch, okay it's not that far from my place in bucks county. they put up the emu for a couple the emu is really funny. then i went to the prize the prize -- the prize was micron not tesla which has been covered. not the chinese. not the dollar and not oil. but micron see, i told david favor they

report tomorrow. it will be down big on earnings. if it reports a big number, it could really fly i mention there say chance that they report an inline number and then lowers the forecast how is that possible simple not all chips are the same micron makes d-rams and flash. the they're quite abundant here. that makes earnings problematic. more important, the semiconductor stocks are weak away from amd. even if there is no good reason for them to trade higher, they don't trade together micron trades separate what is this about well, wait a second. they're all bunched together in etfs so micron is the one to watch. when it reports tomorrow night, it's going to define this most important group. why mention it this morning? because the analysts are talking about it and i want to get ahead of the quarter so micron stays as cramer's mad

dash okay when we came to the bell, i said put it out you can't have higher interest rates and at the same time growth stocks go higher it doesn't work. they're not compatible once again, the banks warn that oil skyrocketed. even the travel and leisure stocks jumped. that is very unusual travel and leisure jumping even though oil and gas is jumping. they're not trading like they should see, the latter, is going up because covid-19 has peaked. that's what people think now remember, peaking and being beaten are two different things. the we're going to speak to dr. scott gottlieb he wrote an amazing book he predicted a peak. that doesn't mean -- he should take a bow it doesn't mean it is finished airlines and cruise lines are on fire it might be best to buy american express because there is both travel and interest rate exposure and, ook, when we're trying to figure out how to be bank and how to be dollar, you know, how

to be all these -- no wait a second american express you see, here's the problem though i had hoped to save american express for stock trading. but now that it was out -- now that i mention it, got to toss it out that puts my brain into overdrive. i nam now frantic when carl turs to me and says, jim, what are you going see for stock trading? i'm out of bullets earlier today. best buy was a best idea that was the perfect place to end the show i have net with best buy ceo who has spent a fortune making sure that the store can handle any supply chain interruptions she did it well before what happened now st that is foresight that plus best buy's got incredible new services including what amounts to your own personal i.t. department when you work from home.

the stock rallies $5 and aided by the delta variant peaked. so the great reopening trade is back on. yes! we're going not with travel and leisure. couldn't do american express go to micron that stays in the picture. and then best buy turns out to be my -- this was my stop trading. well, my handwriting is so bad trust me, when i say that this is my stop trading and this is my mad dash. the bottom line, bam, bam, bam, micron for tomorrow, best buy for today. and a whole lot in between that is for monday and it's on "mad money" for the rest of the day! tammy in virginia! tammy? >> caller: hi, jim first time, long time. >> all right all right. let's go to work >> caller: thank you for all you've done for home investors like me. i'm 77 and still investing >> yes i love that. you have to. you'll have a long and happy life you'll need that money

you can't just go in cash. it doesn't work. let's go to work together. >> caller: my stock is docusign. i did half my position for a good profit. >> yes >> caller: and now invested with the house money. so i wonder with the new position they added by hiring cameron scott, do you see docusign as a hold or sell for part of the work from home play? >> i'm going to say hold i would be tempted to say actually buy because docusign is the a company that comes out of this thing better than anybody but you have a good profit you're playing with house's money. no need to put any money to work no need to do any selling. congratulations and thank you for the kind words anthony in michigan. anthony? >> caller: boo-yah happy to be talking to a legend in his own time. >> you're very kind. thank you. thank you very much. >> caller: thank you for all you do >> thank you >> caller: mr. cramer, with the

great warren buffett moving up in age, and my perception is more and more authority is being given to the vice president of able and others. what do you see in store for the class b shares and what percentage of your portfolio would you make it? >> i know that it is underperformed of late it's warren buffett. it's a great collection of assets i would say you could make it one, you know, let's say you add ten stock portfolio, i think you make it one-tenth your position. not more than that though. i don't want it more than that i'm always looking to highlight the most important stocks in this market for you. the ones that define the moment and show you where the money is going. you didn't think about two major themes driving the averages, supply chain disruptions and high interest rate and you need to know right now that this is my mad dash and this is my stop trading and, boy, they're ever catch touring the moment on "mad money" tonight, looking to gauge the health of the

economy? turn to the rails. i'm checking in with one of the best, union pacific. supply chains and congested ports. then there is a new universe in town i'm digging into the world of the metaburst and sharing the best place to put where those are. and we have dr. scott gottlieb on this is how i look at it i read every single page and i pick out the ones that like the best he's been on the forefront of bringing truth about the pandemic to viewers. i'm getting the latest from the former fda commissioner. it is a page turner book so stay with cramer! >> don't miss a second of "mad money. follow us on twitter have a question? tweet cramer 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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we keep hearing about the supply chain for companies that need to get product from our congested west coast ports as we head into the holidays what does that mean for union pacific, the well run railroad that dominates the western half of the country the west coast connections have been huge positive. but it now seems like major liability. that is one reason the stock pulled back from $231 to $200 today. could the weakness be a buying opportunity? the started to bounce off last week's lows dor we need to be more concerned about the future in a world where the delta variant is putting the brakes on the economy. we seem to solve the port problem. let's in with the ceo the union pacific. welcome back to "mad money."

>> jim, thanks for hosting me. it's been too long >> i was so glad when i heard you on the show. i trust you more than all the various people i have known your company forever. what would get us out of this jam with these ports >> i would say two things. the first is we have to focus on labor at the last mile first mile so that is getting the product from let's say our ramp into a distribution rail house. we have to get it under control. and that is vaccination. >> let's take the first one. someone presumably wants jobs. if you pay people, why don't they take the jobs >> that's a great question i think we're probably seeing a

little spillover from very generous unemployment benefits that kept the working population a little lower than it would be normally and i think people are also sitti sittinging on a fair amount of cash that is indicated by the savings rate and the account deposit that's we're enjoying. but over time, i think that these jobs are paying more whether you're a truck driver or working in a dc center i suspect those jobs are going to be filled over time if that's the case, we can factor in a turn in intermodal that is been our favorite part of union pacific. >> up has a very good franchise. it's beyond uintermodal intermodal is important us to. i heard you talking about the west coast ports they're never a liability. we serve wonderful inbound ports for u.s. consumers and we're looking forward to it

when supply chain is a little balanced out. >> all right so let's go to the first thing you mentioned about covid-19 here's something that is really confusing. we used to have, i have to believe, people exporting things to east arab yachlt it seems like we send trains to the east but they seem to want to come back to the west no one wants to do that. what is happening to the west-east trade? >> it's still there. and we're working very hard on filling those boxes to go back out west now one thing that is happening is more of the shippers, the ones that own the boxes, they're trying to get the boxes loaded in the la basin more so than normal putting them into truck or into a domestic intermodal box. and then sending that in international box back west quickly. now that is kind of messed up the supply chain a little bit all by itself. but we work really hard to find

outbound commodities to ship back west, things like grain, it could be any export product can you think of up to and including raw lumber. >> you're making me feel like this is a transitory problem six months from now we may not be talking about these two things whether it be covid-19 or whether it be the truck driver shortage and labor problems. >> might take a little longer than six months, jim but i do believe it's transitory i think it's all about balancing out capacity with supply and everything you see says demand coming inbound is substantial. way up and capacity to handle it hasn't grown to match >> wow okay so with precision, incredible the way you get the operating ratio better and better. could i -- could we see a day where we might be automobile to even with all these problems that you just mentioned, have great numbers anyway for union

pacific? >> well, we are generating great numbers in the context of the challenge that's the supply chain is seeing. and bear in mind, jim, we're the middle miles of that supply chain. we're generally pretty darn fluid and we're seeing the congestion sometimes at the ports being able to get boxes off the port dock and into an intermodal well so we can take it east. and a lot of times at the destination where we got a box sitting oen our property and it's waiting for a druktruck drr to come get it so in that context, as long as we're very prudent and we work very diligently with the supply chain partners to help them be as fluid as they can be, without sinking our own middle mile territory, we're going to do just fine. although, i'd love it to get more fluid it's retarding growth right now. there is more growth on the top end than we're able to enjoy >> have you been out there i mean, you look at the ports and kind of see the mechanics. it seems like there is a lot of time where nobody is working

>> yeah. there is certainly opportunity to be able to work seven days a week, 24 hours a day there is a lot of reasons why that doesn't make sense right now. they're experimenting at the port of long beach and at the port of l.a. trying to figure out how best to balance out their labor shifts so that they don't just jam more product inland that doesn't have anywhere to go so it's got to be balanced i know they're worried about that but you're right, there is plenty of capacity to be able to handle it if we get the labor situation right. we get the entire supply chain right. >> okay. we have to get closer than we were with covid-19 and figure out the labor situation. and i'm staying long for my union pacific the whole way. when this thing works, it is going to work huge i want to thank the chairman of union pacific. always great to see you. thank you for coming on the show >> thank you, jim, it's been a pleasure >> thank you take a longer term view. there is no better way to play a resurgence in american manufacturing than union pacific.

short term, you heard the problems sounds like they're not going away any time soon "mad money" is back after the break. >> coming up, find out what stocks are powering the metaburst. are some of the winners in your portfolio? stay tuned to "mad money." what happens when we welcome change? we can transform our workforce overnight

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you know us. we're always on the hunt for the next big theme and lately we've been hearing a lot about something that almost sounds like science fiction. all sorts of tech companies started talking about the metaverse or the multiverse what is the metaverse? it's a virtual environment we can be present with people in digital spaces you can kind of think about this as an embodied internet that you're inside of rather than just looking at. and we believe that this is

going to be the successor to the mobile internet. in other words, when you hear these tech companies talk about the metaverse, it is the matrix. and if you that i sounds far fetched, i don't blame you we keep hearing about this meta v metaverse and real companies both of the earnings conference calls and in our interviews, facebook and nvidia roadblocks every one. last week it was the unity software people. okay unity is a highly, highly successful pick and shovel play for video game development you know i love those kinds of things now they wouldn't be talking about something this crazy if they didn't believe it listen to this we are dealing with a company that i think is the single best way to play this and it got collabolobbered today this is the kind of stock that got sold tonight i want to do a deep dive

into the internet metaverse. st let's start with unity. they really brought it to our attention. they have a video game engine that creates new content for mobile phones. they have the dominant position. we spoke to the ceo, i remember him from video games from way back he laid out what he sees as the future of the internet his idea of the metaverse and why i like the stock so much, listen >> we're going to see is instead of shopping online and seeing a model wearing a shirt like this, better looking and tall eastern cooler looking than me it will be that model. i'm experiencing it in it real time >> wow i found it just in credibly eye opening. and i can't believe the stock is getting just obliterated here. in other words, rather than looking at a screen, we'll have 3-d content in the real world you can directly interact with kind of like how tom cruise had the gloves, you don't need gloves where would unity fit?

they have great software tools the process is creating three dimensional image from data in your computer rather than the illusion of 3-d image on the screen you may have a 3-d image projected in front of you. whoever is making that image needs tools. that's where this one comes in this will always be a part of all these, any theme involving metaverse. but it's not just unity. we heard the same story from major players in technology. like long time cramer fast nvidia this is my favorite way. you know this is, you know, the dog can get into the building, i can't. if you want realistic nvidia games, the chips are essential only amd can compete in graphic proz sesing. when you're liking at an nvidia game, you can't tell if it's the real thing or not. that's where the metaverse comes in they already got a product line for it which they call omniverse. this is the first simulation of collaboration platform

something they're working none collaboration with adobe and also blender that is an open source 3-d animation tool they're trying to make itizer for people to design meta vs. d -- metaverse content for shared worlds they're designing architecture and create special effects for movies bmw is using it as hay virtual factory to help design cars. but it's not just virtual simulation the ceo explains it, "the omni december verse is an overlay of the internet and it's going to fuse all the different worlds together long term." can you see the uses from industrial design to entertainment. i know it sounds unreal. but it he is right, the metaverse is the future, it means we need a lot more semiconductors from nvidia to process all the 3-d graphics whether virtual ural reality or whatever they want to call it which is another reason why i think nvidia is still a buy. even though it had quite a run next up, even facebook's got in the metaverse bandwagon.

mark zuckerberg said, "in the coming years i expect people will transition from seeing us primarily as a social media company to seeing us as a metaverse company. facebook has a sideline of virtual reality. they make the head sets. the if they can combine that, it could be big it may take a long time. lately facebook is hammered by headlines. we we know that management mostly knew about the problems a long time ago just today they had to halt the instagram for kids project you can see how that may not end well thanks to the drip of bad news combined with the not so hot market, facebook stock fell $30 from the highs beginning of the month. this is despite the fact that business is currently booming. at least was booming the last time the company reported back in july. and at the time mark zuckerberg had a lot to say about the metaverse. again, "within the metaverse you're going to be able to hang out, play games with friends, work, create and more. you're basically going to be able to do that you can on the internet today as well as some

things that don't make sense on the internet today." l like dancing. what separates this is the multiverse, you have a sense of presence it makes you feel like you're really there with another person. in another place like i said before, it is the p matrix this sounz pie in the sky. but when you have facebook, nvidia, unity all saying the same things, i have to tell you this is real it is happening. one last point on facebook the chief technology officer stepped down in the wake of "the wall street journal" head pieces i'm concerned with that and more concerned about the replacement. andrew bosworth that comes from the virtual reality organization he is a metaverse guy. my stock has a long term position and i'm sticking with it let's not forget about roadblocks millions of users come together to play in a multiplayer experiences. when they came public, it was

the first time i can remember seeing the term metaverse in an ipo pro inspectous they're thriving center in virtual worlds with the own currency and one of the rare places on the internet that is safe for kids. that said, i have worries about how business will hold up. now that children are going back to school. plus, china is a key growth market for roblox. the government is tracking down on technology there. stock got crushed to day, tumbling 4%. under $80. it's now down more than $20 from the high of the spring short term, i'm not sure this is the best time to own roblox. longer term if, you look for multiverse plays, it belongs on the list when everybody from facebook to nvidia to roblox to unity is talking about how the future of tech belongs to metaverse, you have to start taking this idea seriously. even if it sounds like something out of science fiction hey, but then again, 20 years ago, a smart phone would have sounded like science fiction and now we can't live without them maybe it will be the same thing

with the metaverse some day. i need to go to an dwtonio in michigan >> caller: jim, i've been following stock for a few years now and kind of curious what your thoughts have been on it. comcast. you know, they're diverse. they have media they have studio and theme parks with the universe ral brand comcast business cable broadband. and they have nbc. i think they have three super bowls coming up. they have peacock. and they have the broadcasting company sky. so i'm curious if you think this is a good stock to kind of have like a long term play? >> okay. you know, again, disclosure. i work for comcast the answer is that i actually just literally went over this. i have a holding in comcast. i don't own any of the stocks. i think this is a good stock i could sell it if i wanted to i'm not going to and i think it's terrific. let's go to bo in florida. bo >> caller: boo-yah, jim. i'm calling about amd today.

the stock is up about 6% in a week >> right >> caller: it looks like it's come offing a nice double bottom base it is selling at 6.7 times next year's sales estimates and with the acquisition of xilinx closing before the end of the year, do you think that amd still has a lot more room to run? is that going to bring the sales estimates down from where it is? >> i'm not a -- i'm not a conspiracy guy i found it very interesting that amd bucked a negative semiconductor trend which i'm hoping means this is xilinx deal the close and people raise numbers. i say you stay long for owning amd. i feel very good about it. the metaverse right here these are the ones there are only four of them. metaverse may sound like it is out of fiction science fiction. but when companies like facebook and nvidia and roblox are diving to the virtual universe, you have to start taking it

seriously. maybe even own one of these. much more "mad money" including mint view with dr. scott gottlieb off the release of his new incredible book, "uncontrolled spread." i'm learning more about how the u.s. handled the covid-19 pandemic then investors are bringing some of the biggest names sc should you be following the crowd? maybe they're worth owning and all your calls and "rapid fire" in tonight's edition of "the lightning round." sty with cramer.

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♪ i'm a reporter for the new york times. if you just hold it like this. yeah. ♪ i love finding out things that other people don't want me to know. mm-hmm. [beep] i just wanted to say... ♪ find yourself in these situations and see who you are. and that's just part of the bargain. ♪

he had uncredible access he has this amazing book uncontrolled spread. i'm going to hold it up. why covid-19 crushed us and how we can defeat the new pandemic -- next pandemic. this it is does an incredible job of explaining why our country was not prepared let's take a closer look at dr. scott gottlieb to get a look at this devastating story honored to have you on "mad money." >> thanks a lochlt thanks for having me. first, i want people to know, are you a writer this is one

incredibly well written book is this something you did before you were a doctor? >> well, thanks a lot. yeah, i've been writing for years for editorial pages and long form articles this is my first book. but i've been writing most of my career #. >> there really is a narrative here a narrative from when it first happens and then you think there is one person. you mentioned joe kernan talking about it it goes through and then leads to important conclusions am i'm going to go to the end. i think it's important we'll work backward. you say this is a national security issue we cannot let this be a health issue. >> that's right. i think we need to look at public health preparedness in terms of how we make preparations how we make sure we have the capacity we need to respond. i think this were a lot of failures at an agency level. people focus on the political narrative and what they didn't do there is plenty of political mistakes the bottom line is a lot of short comings in our agencies and the cdc in particular and there is not really, i don't think a strong recognition of

those weaknesses and because of that, we're not better prepared today than we were when this all began i think we're more aware of the short comings. but we really haven't done much to shore them up from the national security standpoint, we historically relied on multilateral agreements between other nations but other nations to alert us that perhaps bewhen the emergin infections crop up i think we need to get our national security agencies more involved in the overseas mission of trying to identify when these path generals emerge so we can get a earlier warning of the next pandemic. >> there is another note too i lukeike what you just said we need everyone to take it seriously. there is a moment in the book, actually two moments, where president trump is talking about coming together and he is against masks. but interestingly enough, you say he is against masks because they make people look funny. now one of the great things about your writing is it's not done to slam the president

but there is truth to the idea that the white house in some ways chose not to take it seriously and emphatically so not to take it seriously st that can't happen again if we're going to have another epidemic. >> look, there were moments when they did take it seriously the criticism is they didn't follow-through there is view that took hold in the white house later on, probably when we got into the summer, that uncontrolled spread was inevitable the mitigation steps we were taking were not going to be able to keep this virus at bay. they were having a significant economic cost. and the white house backed away from additional measures trying to galvanize collective action that could have slowed the spread and bought us more time it's my view there are things we could have done if we got more consistent compliance with certain measures there are things we could have done not to prevent the pandemic, this virus has been a threat but certainly to prevent how severe it became by the fall and winter time and wearing masks is

one of those things. an easier uintervention and having people forego the things we knew were conducive to spread indoor settings and we knew the sources of the super spreading event, having more people try to avowed those cut of settings if we got more collective action around measures like that, i think we could have not prevented this pandemic, but not -- it would have not been as severe >> now i mentioned on twitter that there were no heroes yet. i finished the book. i feel the heroes are america's companies. whether it is the scene in the book where you talk about regeneron and load and pfizer and moderna, talking about literally all the companies involved they're heroes abbott labs, i felt they were maybe not perfect in the beginning. but they did a good job. american industry faired this up pretty darn well during this epidemic, didn't it? >> yeah. look, we were at a technological inflection point where we were

able to derive fully synthetically drugs and vaccines if this pandemic struck three years ago, we wouldn't have had the tools to pivot to the development of vaccines or drugs. he would have had to do it old fashion ways like we make the flu vaccine. you would have grown up the cultures and cleaned off the surface proteins and used that as the viral stock n this case, we were able to come up with vaccines using the sequence data alone. if this pandemic struck five years from now, these approaches would have been mainstream we crossed a technological inflection point with the fully sin t synthetic derivation the american people really sacrifice. we talk about the thing wez didn't do. st but there are a lot of things with he did do that was a lot of compliance with masks. people did stay home people closed their businesses there was a lot of hardship endured by the american people to try no mitigate this he is vaurt ofhe is vaurt of the infection. >> is that onest reasons you

have been -- i follow every word you say -- a little mob optimistic that we may be peak heerg in covid-19? -- peaking here in covid-19? >> i'm optimistic that we're peaking in covid-19 for the grim truth that the delta wave is infecting so many people that we're going to have immunity in 80% or 90% of the population some acquire that through vaccination. some infection some will have been both vaccinated and infected. but on the back end of this, you'll have so much um mun ti in the population that the virus is not going to go away i don't think we'll reach true herd immunity. it won't spread at the levels that we've seen and the pref ledge the decline. barring something unexpected when you get a new variant, i would expect on the back end of this delta wave probably sometime around thanksgifving that levels will deline. delta is being experienced on a regional basis other parts of the country it is

going up. >> one last question president biden got the third today. i got my third your recommendation after say seven, eight months maybe a third is a good thing? >> i think that's absolutely the case the cdc guidance was prudent it certainly anyone over the age of 56 and those that live in long term care facilities should be seeking out that is the recommendation for fda and the cdc. >> all right i want to thank you for uncontrolled spread. that is by the way, once again, not political. it's a straight facts. but it reads like a novel. it looks like the good guys win in the end dr. scott gottlieb, a joy to have you on "mad money." thank you so much. >> thanks a lot. >> it's real my wife said why can't you put this book down i said, no i got to get to the end of it. she said, not a novel. i said well it sure reads like one. "mad money" is back after. this. >> coming up, a storm is coming. so give us a call. cramer's got the answers to all your burning questions "the lightning round" is next.

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it is time "the lightning round"! buy, buy, buy, sell, sell, sell, then the lightning round is over g gwenny in new york >> caller: hey i just want to shout you out for your valuable insight on the market but just not that, but your support and promotion for adopting animals >> oh, my. >> caller: congratulations on your new rescue. >> thank you >> caller: i love chewy.

just by the way. my question is about a stock that you really were hot on about two years ago. even throughout i think because of the relationship to constellation, it's been a real kind of let's say a lot of potholes in the road for the cannabis industry. i want to know, is cgc canopy groaning a long term hold? >> yeah. but you know what? constellation is better. really, constellation has got modelo and corona going for it you need more than just cannabis thank you for the kind kmints. bill in new york >> caller: hi, jim how you are? >> i'm good, jim, how are you? >> caller: i'm fine,ic that. i have a stock that i'm up 400% on it is ngi. and they just came out with a -- not them but another asset plan

for bitcoin or something like that >> right >> caller: they want to be able to transfer money without it costing anything >> yeah. but you know what? you know what, bill? you have a big gain. take half and left the rest run. i'm not a huge finance of them so that's the way i would play it can i go to jeff in kentucky jeff >> caller: hello thank you for taking my call >> of course >> caller: this is jeff from monroe county, kentucky. the company i am calling about is that 52-week low ten days ago and since then has gained over $5 including $2.61 today the majority of the sales are to home depot, lowe's, and walmart. they are the leading supplier of cannabis growing equipment in north america through the

hawthorne business st smga. >> i like smg. i like them very much. i think it's a buy i really like the manage mebt. and that, ladies and gentlemen, is the "lightning round. >> "the lightning round" is sponsored by t.d. ameritrade coming up, no need to pump iron to stay sharp. cramer bites into a faang bassed portfolio next when traders tell us how to make thinkorswim even better, we listen. like jack. he wanted a streamlined version he could access anywhere, no download necessary. and kim. she wanted to execute a pre-set trade strategy in seconds. so we gave 'em thinkorswim web. because platforms this innovative, aren't just made for traders - they're made by them. thinkorswim trading. from td ameritrade.

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now that interest rates are rising, we're seeing all things tech you can't touch salesforce or servicenow apple stocks faces a black hole. amazon is being hit by labor costs. tech gets slammed, you need to remember the best to be companies don't just go away if it you're in for the long haul, they're worth buying on the way down don't get me wrong, it makes sense aztecs become a house of pain, it is time for the energy stocks to shine. they're still so underowned. despite rising oil and gas prices congress will pass some infrastructure bill. what a terrific time to buy for all the groups what matters is you don't throw away apple or amazon or microsoft. they're temporarily in the wrong side of a sector rotation. take a little time people dumped

stocks to circle back to higher levels or banks miss numbers that will will probably happen in a few weeks these are not best of breed operators. they don't go down easily and stay down easily the do you really think that amazon of all companies can't figure out how to raise labor costs? do you honestly believe that apple will allow the iphone buildout to be hobbled by chinese electricity cutbacks i don't. sure, there are signs when you look at fanang. i wonder if facebook is getting push back. stain gram put their kid site on pause. that suggests they have more work to do and the ceo of salesforce arguably the godfather of the cloud has a less than stellar view of facebook because it is new and misinformation i don't know what the solution is maybe they should come up with a third party arbitor that can clarify what can run and what can't on a daily basis take these issues out of the seats and hand them over to a neutral judge, jury tribunal, i

don't care easier said than done. must happen. right now facebook sells at 25 times earnings because people are -- that's cheap. people are worried that the advertisers are going to abandon them compare that to apple or saels salesforce, they're best in breed. that's why i think the pullback is a buying opportunity. buy the stocks when they're down you know manage sment going to figure it out. amazon the automate. apple find a way to build all the phones they need you have potential outlier is indeed facebook. this company must obey the advertisers and the constituents you, the reader, and become more serious, even more i know they're already doing some things right. but being a single source of truth on the web and not just an earnings jugger note companies don't bok best of breed unless they're the best in everything they do including ethics facebook stock hangs in the balance. you have faith that the ceo can pivot even if he thinks he's doing everything in his power to make the site safe it's not up to him though.

he needs to find a way to solve the credibility probable otherwise facebook will become an also one. i think he can pull it official. that is a reason we remain faithful to it you just can't put it in the same category as best of breed operators like apple or amazon i like to say there is always a bull market somewhere.. brian landry's foomly issues a new statement about their missing son. plus fired for refusing the vaccine? deadlines and lawsuits loom. i i'm shepard smith. this is the news on cnbc. >> deadline day for health care workers to get the first dose. burr tens of thousands have not. the plan if workers get fired, plus the lawsuits. >> about to get my booster shot and do it publicly. >> booster shots into arms