david ghoul 87 years old watching years and years, mine is jetblue happy birthday, poppy. >> special thanks to poppy adont go anywhere. "m mey" starts right now now. my mission is simple, to make you money i'm here to level the playing field for all investors. there is 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 make friends. i'm here to try to save you some money. my job not just to entertain, but to educate and teach you, so call me at 1-800-743-cnbc, or tweet me @jimcramer. gulp that's the feeling that went through my gut today when i read a speech by fed governor and

vice chair nominee lael brainard, one ofthe most reliable doves of the fed who has been transformered out of nowhere not into just a hawk but a raptor today we felt her talons the nasdaq nose-diving 2.6%, and it was all on her. there was no other negative news about the markets, but there didn't need to be. yes, she is that important it was dramatic departure from yesterday when we felt the economy was accelerating and all was good creating a dangerously bipolar situation, where i can only recommend lithium and some cnbc investing club counseling as we put out multiple bulletins today about the need to be more conservative here because of this big change in facts now normally i'm not that attentive to statements from federal reserve members. others are i prefer to focus on individual companies. when i hear certain words from key members like brainard, words

that indicate she is pivoting hard to a view that is much more negative for the stock market, well you know what you have to do you have to pull in those horns. see, brainard is widely considered the biggest protector of the working class on the fed. she was elizabeth borne's pick lead for fed and got the vice chair when president biden decided to stick with powell what matters is brainard is a dove which is good for bulls because she wants to help the downtrodden. she has been a relentless advocate of policies that happy to be pro inflation, that is until today. suddenly she's got the most anti-inflationary position in the entire fed we're going go through some of the words, this verbiage, because it's that important. listen to this today, today's inflation is very high particularly for food and gasoline all americans are confronting higher prices. but the burden is particularly great for household was more limited resources, end quote

now previously brainard was adamant that inflation was transitory we'd get over it in speech after speech after speech, transitory, transitory now she says it's getting worse, not better quote, getting inflation down is her most important task while st sustaining a recovery. the fed has done its job well in terms of getting more jobs, but it's failed abysmally in keeping inflation in check like powell, brainard held out hopes that everything would calm down on its own, whether it be cars or homes or food. but nothing panned out on any front. thanks to inflation, the real burdens on the poor have grown and grown. so now brainard seems to feel i guess some remorse that's turning her into an anti-inflation zealot. as she said in today's speech, quote it is paramount to get

inflation. continue tightening policy and by starting to reduce the balance sheet at a rapid pace as soon as our may meeting. emphasis on me brainard has been the conscience of the committee, determined to raise inflation to help people who work for a living. and she is giving many a speech concerned about the pace of the recovery for america's considerable underclass. ever since she became vice chair, that was her mantra not anymore. now she says, quote, given that the recovery has been considerably stronger and faster than the previous cycle, i expect the balance sheet to shrink considerably more rapidly than in the previous recovery, end quote. she is now talking about ti tightening over and above what's expected here is the coup de grace, where the raptor talons come out current inflation is much too high and subject to upside risk. the committee is prepared to take strong action if indicators of inflation indicate that such action is warranted, end quote now, if i were to translate this

into plain english spoken by just you and me, here's what it would be it would be look out below the biggest backer of low interest rates now wants much higher rates and wants the feds bond holdings trillions of dollars to be sold aggressively in the market. >> sell, sell, sell, sell, sell, sell, sell, sell, sell >> that would give us instantly higher long-term interest rates. it's going to spike rates at the exact moment it looks like consumers have already started pulling in their spending horns. mortgage rates are about 5% right now. i bet that price is going to look a steal in a couple of months because of this if you put brainard's comments with what we heard from gary freeman, you might want to think about trimming something from all of your holdings, and that's what we've been doing for my charitable trust i don't want to be two-faced it's quite frustrating when you hear a good story that goes down any way. but that's what happened when you know the federal reserve is on a mission to slow the economy. good stories go down chill it, maybe freeze it.

why be so attentive to this one fed official because i chose to ignore comments by a person named george in october of 2018 that was a mistake. george's comments predicated jay powell's later statement that we needed lockstep rate hikes ultimately, we didn't get them but for a few months trillions of dollars were lost in. the worst month in years and years, and it really fell on the semiconductors, and it fell on tech in general. all right. this time is different brainard is not a hawk, but she is a dove who has recognized we've got the kind of persistent inflation that is most damaging for regular people she is right the job she took to help their wages aren't going up as fast as inflation. i won't allow myself to be oblivious to this wake-up call a second time. as i told members of the investing club, i'm pulling in my horns and selling with alacrity the problem now is we're seeing

cracks in the economy. mortgage are going down, and down and down. auto sales coming in much weaker than expected. holy cow a freight rates going down day after day. meanwhile, there is a sense that european business is way off kilter, precisely when china seems to be undergoing something close to a national covid lockdown because their government refused to use our superior vaccines. i want people to mind my words this is not a sell everything. 40 years i'm not saying that at all in fact, the health care stocks and the oils are still very attractive here. i would put more money in them, if they come down. oil because it's a supply issue. drugs because they're pretty much immune to the fed mandated recession. i'm saying i'm getting more conservative i dent like it when you a market where on monday traders buy all the semis and dump the health cares and on tuesday buy all the health cares and dump the semis. it's the kind of thing that happens right before the same traders say i give up. and i'm going to sell

everything i don't want you to get caught in that maelstrom. bottom line, if you own anything you don't like, this is good as time as any to silt. we're up a lot i think we're going to get good prices in retrospect when the fed's biggest dove turns into a bird of prey you better take notice of it because she will take you your head off. austin in kentucky, austin >> caller: thank you so much for taking my call love the show. >> you're quite welcome. >> caller: my question is about progressive. scientists, you know expect climate change and insurers to have a lot of loss we did see that, large loss back in 201021. with increasing costs for replacement, i do see premiums going up so underwriting profits should be increasing third quarter. with it off its 117 highs, would this be a good time to buy. >> to buy which one? >> caller: progressive

yeah our viewers have so smart. austin, you told the story exactly as it is that's precisely why you have to do it. they do own a lot of treasures, and that can help them, but going through the moon if you own anything you don't like, you want the do some trimming join the club. we got a big call on thursday. i'll tell you exactly how we're approaching it with real money, which is what you want the know. but let me tell you, it ain't foolishly. on "mad money," natural gas prices soared again today. what's the best way to play it i'll give you three i have my eye on speak of the environment, rents are skyrocketing across the country. what might be worth watching in this environment and uber freight has become king of the trucking industry. i'm getting the head of the division and some of the rates that are going down that give head spin. stay with cramer don't miss a second of "mad money. follow @jimcramer on twitter

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days ago and something we've been talking about for years but it's really coming to a head now after those horrifying photos of bucha, which is a suburb of kyiv where russians killing ukrainians it looks to be left and right. biden called for putin to be called for war crimes. definitely a step in the right direction. if you can -- if you thought the world could swiftly go back to normal, these latest developments have made it impossible russia will remain an international pariah as long as putin is running the show. previously european governments were reluctant to give up on russian energy sources because their economies were totally hostage to these pipelines, and nobody wants to cause electricity shortages for the voters but after seeing these photos of russian atrocities, it's become clear that doing business with putin is basically bankrolling crimes against humanity. now we know our government is eager to help europe pivot away from russian natural gas, but it's going to take our economies to make up the difference. i've got three of them tonight

i know you've asked of me. i've never put them together in one space. two are pure plays on liquefied exports, a little dicey. and one is perfect for home gamers are who worry about volatility first cheniere energy. this is the one that pioneered the liquefied natural gas exports. it was traditionally oil and gas exploration company. but 14 years ago they set out this huge liquefied natural gas terminal in louisiana. natural gas is very tricky if you want to transport overseas it's too bulky to move in the room temperature form so you have to use cryogenic equipment to freeze into it a liquid that is much more come back originally cheniere was set up for natural gas imports because we were supposed to be running out of natural gas butt thanks to the shale boom, we got a natural gas glut so they converted it into an export terminal why haven't we been building these things all across america?

natural gas is very cheap in the u.s. when compared with europe or asia. so you would think it would a no-brainer, but these export terminals are insanely expensive. they're gigantic they take years to build cheniere lost money from 2008 to 2018 as they set all this up the former ceo was the mastermind behind the whole thing. just -- i don't want to brag too much, but we had him on when the stock was 8 and were blown away. this could be an unbelievable stock. ended up losing his job in 2018 thanks to a push from an activist shareholder, yes, carl icahn. that's why so few companies have gotten into the liquefied natural gas games. it's very tricky even if your business can hold on long enough to reach the promised land, the executives who decide to go this route may not be able to keep their jobs they first exporting two months after suki got ousted which we were very sad about.

once it began running, this company became a cash machine. jumping from 300 million to $1.3 billion in 2016 and north of $5 billion in 2017. by 2018 it was fortune 500 company. they took a hit from covid, energy prices are come back with a vengeance which is how they put up 70% revenue growth last year with total revenue coming in at nearly $16 billion as charif souki said one day could happen it's the safest fewer play in the industry at this point it's hit its stride and still expanding in louisiana and texas. all of that liquefied natural gas investment really did pay off. unfortunately, the stock has had a huge run but even with this move, the stock is pretty cheap on an ebitda basis why? because the sales and earnings expect to peak this year if you believe the lng business can stay strong beyond 2022, you have my blessing to buy this one.

but it's possible the good news is already baked in and we are in suddenly a not great stock market the next is tellurian. this is the other natural gas, yes, charif souki again. tellurian has the same story but got started a few years later. the company just commenced construction on its first lng export in louisiana, and souki says they'll be shipping by 2026 it's not a bad time frame at all, but it's still way off. although you know what when you consider cheniere stock has had a fabulous long run. i don't want anyone to speculate that tellurian will be the next cheniere it's their whole plan, but doing it in a more natural gas pipe way. the raw costs could be much lower. if it's really the next cheniere, you have to expect the stock to trade like cheniere

chenierye jumped to above 80 in 2014-2015 and came crashing down in the mid-20s just as exports were about to get rolling because the price of oil and gas had plummeted. it was wild roller coaster ride and i expect the same thing from tellurian. that's why you have to be very careful with this one. there is no need to buy it immediately as it won't start paying off until 2026. you have years to accumulate a position into weakness since the stock doubled since the end of last year, you have time to be patient analysts recommended from credit southeast, really the next day, and i think the stock is a little too inflated. when you look longer term, cherif's tape-record is incredible finally, i want to highlight a company that we don't talk enough about it's not a pure play, but it does have a nice lng export business and a safe one. i'm talking about sempra energy that provides to 39 million

customers in texas and california more importantly for our purpose, they've got a natural gas infrastructure business that owns a network of pipelines across the united states and mex. that includes liquefied natural gas infrastructure i could go on and on about sempra's management developing a tremendous assets here, but tonight we're talking liquefied natural gas. in this business sempra has a controlling business in southwest louisiana that came on line in 2019 and has since ex expanded very lucrative they also have an import terminal in baja california. and they're looking for new opportunities to set up more lng terminals. thanks to all this liquified natural gas exposure, they have surged from 134 to 165 today but even here the stock sells for less than 20 times earns and has a 2.8% yield to boot i like it long-term as it's the single best growth utility around with the terrific

liquefied natural gas ticker and great management led by ceo jeff martin the bottom line, if you're looking for ways to play europe's demand for liquified natural gas, and i know many of you are, i like sempra energy the best, even though it's not a pure play because the remaining business is nice and consistent. but in this market where the fed may mandate a recession, i can think a lot worse places to be stick with cramer. coming up, which of these stocks can put a dent in your rent trust in cramer to find the real estate plays that work for you, next

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♪ we spend a ton of time talking about rampant inflation at the supermarket and gas station, the car dealership, especially today but right now the hardest hitting price increases are happening at home. i'm talking about the skyrocketing cost of rent. especially for those who live in

apartments if you don't own your own house, this is your number one expense, probably by far. as anyone who has signed a new lease knows, it's just eating people up all across this country. last week i told you the housing prices are probably headed lower in the not too distant future, perhaps much lower, as said at the top, at least for single family homes, mortgage applications keep going lower and lower. between rising mortgage rate, sticker shock, and more inventory coming online, i expect the housing market to take a real hit by the end of the summer at the latest but the red-hot rental market feels more durable to me while buying a home is a choice, if you can't afford it, renting place is a necessity when a landlord raises your rent, all you can do is suck it up and move somewhere else that will also be more expensive than it was year ago. we're seeing this dynamic everywhere according to data from zumper, median national rents have been up double-digits year-over-year

since last september the rent for a one bedroom has been going at a 12% clip for two bedroom a 14% clip that's a huge increase adon't see any signs the landlord also show any mercy any time soon. with mortgage rates soaring, you may be trapped in that apartment. and remember, we're only talking about the median apartment some regions are much, much worse. many of the cities hit hardest in the pandemic in terms of occupancy are coming back with a ren generals miami is the most extreme. we're seeing 20 to 30% rent increases in tampa, florida, knoxville, tennessee, austin, texas, tulsa, oklahoma, new york city, orlando, seattle unless you own your own home, these rent hikes can devour your bank account but maybe there is a silver lining here. since higher rents are only good news for landlords, why not just buy a landlord, or at least a piece of a publicly traded landlord don't just be a renter, be a rentier, via run of the apartment real estate investment

trusts, or reits so which is the best now this is very hard to do. i wanted to do a rigorous comparison the same way you rigorously compare apartments when you're looking for a place to live. this is a good teaching exercise because i want you to know the smart ways to compare reits as they've been one of the few strong areas in this market. we'll start with the permanent, an index, the ftse, na-a-r-e-t index, that includes all apartment reits on the new york stock exchange there are 17 total we're now narrowing down that to the ten largest, avalon bay communities, equity residential, mid america apartment communities, essex property, udr. hamden property, apartment income reit at american campus and next point residential these are always kind of talked about. but not in the way we're going to do. from here we have to narrow it down using key metrics we're going judge these

apartment reits on five different criteria same store net operating income growth, projected revenue growth, projected funds from operations growth valuation, and of course their dividend yields, because isn't that what we're looking for. let's same store net operating, which is similar to the same store sales from a restaurant or retailer, except in this case it's telling you how much more profitable the existing properties were versus a year ago. ideally i'd rather look at the same store revenue, but not all the reits give you that level of detail well need to go with the net operating income instead when i don't you look at the growth for the fourth quarter, these apartment reits clearly fall into two classes. there is independence really, camden property, american campus communities, next point and mid america apartment communities. they all had double-digit growth while the others merely in the mid single digits. of course, the same story sales numbers don't tell the full story because they only tell you how old properties are doing but many of these reits are

putting up new buildings left and right. that's why we also look at the projected revenue growth for the full year. using these numbers independence realty comes out on top. it should grow at 143% clip thanks to its merge were steadfast apartment in december. and for that you've got this avalonbay that i like personally, 25%. and udr, camden property and nexpoint in the mid teens. at the end of the day, what really matters are the earnings. the reits are a little different. rather than earnings per share, they have a thing called funds from operations per share, ffo that's the apples to apples metric in the reit business. look at the estimates for 2022 nexpoint's top of the pack followed by independence really, camden property, avalon albania and equity av avenuebay, can the property trust held steady across all three key metrics. expenses alone aren't enough to

make a decision. this is hard these are hard but you might want want one of these. let's talk valuation sure enough, the ones with the strongest numbers are also the most expensive nexpoint trades at nearly 30 times funds. camden property, mid america, avalonbay, they are 26 times operation. these are not cheap. among the cheaper one, american campus communities trades at 23 times funds from operation and it's got okay financials, even if it's far from the best dividend yields. the income you get naturally the ones with the best growth have the lowest yields. but if you're looking for an apartment reit with good fundamentals and a solid payout, then it's equity residential, and avalonbay 5.2% not bad. for one with slower growth, american campus communities sports a 4.3% yield, which is pretty good. maybe not worth the risk now put it all together, and i think there are four names that you should consider. independence really, american

campus communities, avalonbay, and camden properties. and all these get those up there, i think it would be great there, independence really was created when old independence merged with steadfast apartments last year. they have major exposure to stun belt region, which is red hot because it's also the low cash region focus on wealthy areas with good school districts their most recent quarter is fantastic. only downside is minimal 1.8% yield. i don't like that. but it's the one that's got all the growth you're buying it as a growth next american campus communities which is the nation's largest owner of high quality student housing with communities across 23 campuses. they took a real hit when cofidis erupted in-person schooling, but now they're coming back with a vengeance while the growth number is in the middle of the pack, american campus communities is very cheap. terrific .4% yield maybe worth the risk, maybe not. third is the one that i think most people know best, which is

avalonbay. this is one of the larger more established players. it's all about new england, midatlantic. excellent numbers. nice and straight forward. and finally, here it is, camden property now this was just added to the s&p 500 on monday. it's another sunbelt name that's growing like a weed. while it's on the expensive side and has the lower yield the most, you're paying up for that terrific growth rate, which makes perfect sense to me. bottom line, rents skyrocketing all across america and with uncertain housing prices because of mortgage rates, you might want to own one of the best apartment reits. take your pick from independence realty, american campus community, avalonbay, or the one i like best, which is camden property trust let's go to grace in florida grace? >> caller: hi, jim how you? love your show. >> oh, thank you >> caller: your thoughts on expi i got it around $44. gone down mother than 50%. should i sell or hold?

>> let me think, let me think, let me think you know, i'm not -- i'm not a big fan. i'm trying to figure out whether it's worth it. i'm pretty negative here but you're selling at the low. ♪ i don't know. i think it's too low to sell honestly, thing is a good chance to be able to make a bit o a bounce before you get rid of it. okay with rents skyrocketing, very different from a traditional stock you might be interested in so we had to spend a little time on it. i want you to consider independence realty, avalonbay and camden, the hottest one. much more ahead, including my exclusive with the head of uber freight. with freight rates falling from the pandemic highs, but how low are they really? what lies ahead for industry i'm talking with an executive in the know and elon musk has gone from

top shareholder toe find a seat on the board of twitter. and all your calls rapid-fire in tonight's edition of the "lightning round." so stay with cramer! we're hoping things will pick up by q3. yeah...uhhh... [children laughing] doug? [ding] never settle with power e*trade. it has easy-to-use tools and some of the lowest prices. get e*trade and start trading today. ♪ ♪ can a company make the planet a better place? what if it's a company of people working beside friends and neighbors? pursuing 100% renewable energy in our operations. aiming to protect, manage or restore millions of acres of land. and offering you more sustainably sourced products so you can become part of the change. so, can a company make the planet a better place?

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♪ today the market sold off one of the fed's most dovish members turned into an anti-inflation crusader. while everyone is worrying about the series of aggressive rate hike, let's not forget we've seen real signs that some important sources of inflation may already be peaking we've seen a huge swoon in dow jones transports based on the idea that freight rates are collapsing, especially in trucking these are already down huge. given the damage done by sky-high logistics cost, that's a major pause for any industry

that needs to ship physical products, even as it's a might be slowing we need to establish what really is actually happening here when we've got a question about logistics, we turn to lior ron, the head of uber freight, the subsidiary that connects independent truckers with businesses that need to move their merchandise. his platform is the kind of transaction level data that can give us real-time insight into the freight market around the country which is exactly what we need right now mr. ron, welcome back to "mad money. >> thank you so much, jim. always great catching up on this super important topic. >> oh, absolutely. lior, tell us. you really do have -- i've been telling people, there are very few people who have really have a handle on what is going on with trucking. can you fill us in on where we are, where we were, and what's happening in the market? >> absolutely. we definitely have a broad swath

of $17 billion under freight management at uber freight and what the data shows us is the market, as you pointed, was super, super stretched, sky-high rates over the past two years. and when the market is so stretched, even a sign of easing is super important and that's what we're seeing over the past month. and if you think about it, demand and supply. on the demand side, we've all ordered a lot of goods over the pandemic i think we have plenty at our houses and we see consumers starting to shift again back from goods to services and all those manufacturers that were super worried about inventory level because the pandemic, because of labor shortage, because of the war, have filled most of the inventory levels so inventory is actually at a very healthy clip.

so demand is starting to ease, flat and starting to fall. and in supplies, so many end filled the market, we discussed last time, all-time high on new registrations of truck companies entering the market. well, we now have plenty of drivers into the market. some of the truck shortages from a ship supply perspective has been solved. so there is also a lot of vehicles for them now to drive and when you take the two combined, lower demand, higher supply, the market is basically dwarfed by 10, 20% over the past month. >> okay. now, is it possible question be below where we were, say, six months ago in freight rates rather soon? >> that's a great point to remember so although we dropped by 20% over the past month, we are still significantly higher than have within prepandemic. if you look prepandemic, it's

1.5 to $2, we're still close to 3 or 2.8 dollar per mile that's still considerably high from the prepandemic peak. so we still have significant way potentially down over the next few months until the market will go back to normal. >> right >> but through the mex month is going to be very telling >> if will are so testimony that that have fallen 30, 35, that's from a very high level and it may still seem very expensive versus where it could go >> it's still expensive. i think the next month or two are going to be very telling we're entering party season. so may is where peak truck rates are sort of peaking based on other demand we'll know in the next few weeks where this is heading. >> now, i do hear you say that the great truck driver shortage may or is over >> i wouldn't say it's over, but it's definitely easier than six or 12 months ago

truck drivers have been moderated by the high prices in the market, and we did see three x more, three times more new registrations of truck companies entering the market. so that definitely eased a lot, but remember, now you have a lot of capacity, but that capacity, those truck drivers that are moving their car, paying so much more for fuel. >> right. >> and the operating costs keep increase big the day so it's inevitableable that we will see some of that supply exiting the market over the next few months >> all right how about uber freight you have always been at the center of where there are drivers who know that maybe even drivers who have not been able to catch on traditional, but can be terrific. you often -- you did mention to me several times that there had been discrimination in the trucking business. and you're able to pick up unbelievable drivers just because the old ways are still -- people are still set in their old ways, unfortunately. how is it going for you?

>> it's going great. we continue to make super strong impact by digitizing this industry we now manage $17 billion of freight on our platform, and we have 1.5 million truck drivers as you said, they'll will be coming more and more and more sophisticated. not only that, we said we were going to be profitable this year, and we just closed q1 with more than a billion revenue a quarter. so on the financial side, things are going phenomenally well. on the product side, we're really motivated by the impacts. so a few things we can do. one, we can really help those truck drivers operate more efficiently. >> right >> find the right matches without offer them basically a credit card that will allow them to basically manage the fuel expenses so much more predictably and in a lower cost given the high prices of fuel costs. and for shippers, when sport

market and sport rates are plummeting, we can offer transparency and that's what we're doing where they can pay basically cost plus, the cost plus a fee versus being locked in super high contract rates they locked a few months ago >> how about autonomous trucks we keep hearing that they can happen what would that be, the driver in the truck but not driving so that they can go say longer hours? or are we actually going the look up and see a truck with no one in it? >> i think we're going to look up over time and see a truck with nobody is there, but it's going to take a long time to get there. and it's not either or there is room in this industry for some autonomous trucks, and there is a lot of room for human drivers. because in the end of the day, autonomous trucks are going to help in the long, long miles on the highway. the drivers don't want 20 do to begin with, and allow driver to

take on more of the local driving and stay close to the family this in the future is going to take some time to happen but it's happening we are actively on the uber freight today moving autonomous loads in texas between dallas and houston on i-45, and although this is the sort of exception to the rule, over the next few years, i feel we're going see more deployments, more routes until that milestone where there is going to be a truck fully driven autonomously. but again, it's going the take a long time to get there, and it doesn't mean that human drivers cannot co-exist with autonomous trucks. >> look, you're fascinating as ever i do need to stay close to you if we are at a tipping point, it's not going to be 25, it's not going to be35. we could get rates very, very low, particularly with oil up. we need those, don't we? >> we do, yeah the market is super interesting. never a dull moment in trucking,

and we'll see thou market progresses in q2 >> okay, lior, it's great to talk to you. i miss you, buddy. thank you for coming on. >> thank you >> this man, lior ron, knows more about what's really happening. and you can see the rates are coming down. but off such a high level that so far it still will matter. and oil is just way too high there are things happening right now that are very hard to make sense of "mad money" is back after the break. just chill out >> the chill master j. >> the chill man is in the house. he is happy. >> the "lightning round" is coming up, when "mad money" returns.

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it is time it's time for the "lightning round. >> buy, buy, buy. >> sell, sell, sell! >> buy, buy, buy [ buzzer ] >> and then the "lightning round" is over are you ready, skee-daddy? time for the "lightning round. let's start with glenn in idaho. glenn? >> caller: hey, cramer >> yes >> caller: big idaho boo-yah to you. >> boo-yah back at you, my friend what's going on? >> caller: long-time viewer, first-time caller. and i like what you said there is always a bull market somewhere. and you promise to make us money. that is true >> promise to try. promise to try, because this market is getting hard how can i help you >> caller: hey, i would like to get your take on cognizant technology, ticker symim ctna. >> does good analysis, i think it's fine.

remember, we're in a market where the stock can go down 10% in a heart beat. so buy it, slow it let's go to tim in florida tim? >> caller: jim, the cramer candle of wisdom keeps me enlightened. >> how do you like that? can you beat that? good to have you what's going on? >> caller: i said the cramer candle of wisdom keeps me enlightened. >> i love it the candle is going to stay burning here it's not a candle in the wind. this is not elton john what's up? >> caller: energize me on n-o-b. >> i think i will. >> buy, buy, buy >> got some real good years ahead of it. after some lean years, it's time for the good years mike until florida, michael? >> caller: hey, jim, thanks for taking my call >> of course >> caller: so, your wife wants, 40,000 plus people reserve one no trip shortages, no production delays coming out this year. it is time for some pfister

love >> i saw henry, don't forget, bill mcdermott is on the board i think it's a great spec, but it's only a spec sam in california, sam how are you? >> not bad >> no complaint from sam >> caller: no complaint. hey, i want to hear your thoughts on united airlines. >> all right united is going to go up because there is a bid for spirit from -- oh my god, it's too crazed from jetblue. the government is not going to let this happen. i'm saying this point-blank. they should have spoken to the lawyers or come to me. would have saved them a lot of money and i'm better than they are. how is that for hubris and that, ladies and gentlemen, the "lightning round." >> the "lightning round" is sponsored by td ameritrade coming up, well, this board sure won't be boring

what does elon musk's bet on twitter mean for the social media stock? cramer has more, next. >> cramer, you are super, you are awesome. >> i'm a first time investor. >> thank you for inspiring me to get in the game. >> your show is the best i'm so glad you're on tv >> i want you to know that you have transformed me. thank you, cramer. 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® by td ameritrade

other than trying to make it better, we have no idea what elon musk wants for twitter. now that he is on the board of directors, has a 9% plus stake in the company we know this, though while he's been welcomed openly by the ceo, prague agarwal, we know that from tweets, most corporate boards don't want an intruder, like musc, no matter how brilliant he might be. boards like procedure. they like process, and they don't like surprises at the same time, i can't imamusk suffering boredom in the boardroom. i can't see how he would be willing to sit through page 68 of the board pack where they go over the projections that he no doubt sees as well, worthless, or he probably wouldn't have joined the board in the first place. i think even the call to order

and the committee comments could bore him to tears, especially the nominating committee since he nominated himself all that said, i think muss logmuss musk will be incredibly valuable a lot of heavy hitters, including independent board chairman brett taylor. he is the ceo of salesforce.com, at least co with mark. it doesn't have a lot of heavy twitter users. musk is an extremely heavy user. he knows what it's like. he understands the power of the medium better than anyone else in that sense he may be eyeing twitter the way jeff bezos eyed "the washington post" before he bought the whole thing make no mistake. even though musk is banned from taking more than a fiennes per stake of the company, those rules made to be broken. what is his ultimate intention so far it seems like a trojan horse. his plans are very well hidden he has tweeted about the possibility of editing your tweets so you have a chance to take something back without having to redo the whole thing he has polled users like us

about free speech. maybe he wants to be able to verbally abuse his critics with imp impunity most importantly, musk has talent for controlling the narrative about both himself and his companies. in a sense, he is like former president trump, who is able to disinmediate the press by using twitter until he was banned for life it wouldn't surprise me if musk pushes for trump's reactivation, even if he hates the guy, given his stated embrace of free speech now, i have my own personal issues with twitter, but with wound.8 million followers, i'm a gnat compared to 80 million. i used to have playful interaction was followers, really constructive ones until the apes who love amc and game stop decided i was enemy number one in the right fight to get the stocks higher. i can dish it out as well as i can take it. but if twitter wanted a more gentle environment, it should offer two tracks, the subscription offering with zero anonymity, and the usual free-for-all format we've gotten used to. then you get a constructive

dialogue going on the anti-anonymity track, something i can't do on the current twitter. the apes won't let it happen the insults seem almost like bots their intensity and level violence is astonish stopgap me. i think musk should do something about this even if a company like procter & gamble doesn't want the place ads next to images of molestation. it needs a security team to help weed out the threatening weirdos and repeated hecklers who were more than enough not welcome if they just created a new name and come right back. the company makes very little use of its own data so the ads don't work well with small to medium-sized businesses. i think it's stalled because only a small group are interested in each tweet, and the tweets often seem forced if not machine-generated. maybe musk can bring back the magic of curated community, which could be an immense amount of fun if he really want toes change twitter, he will have to buy the entire country i honestly wish he would

maybe musk could reclaim the excitement without killing the viewership, which i think, though, unfortunately may need more resources than even he can offer. i like to say there is always a bull market somewhere. i'm trying to find it just for you, right here on "mad money. i'm jim cramer see you tomorrow the news with shepard smith starts now.tomorrow. "the news with shepard smith" starts now ukraine on a brutal tear at the united nations i'm shepard smith. this is "the news," on cnbc. president zelenskyy lays out in graphic detail russian atrocities in ukraine. >> translator: they killed entire families, adults and children and they tried to burn the bodies. >> his challenge, increase sanctions, bring putin to justice and to the united nations, remove russia or dissolve yourself. former president obama makes his first trip back to the white house. his advice for panicked democrats before the m