>> you're fired up for playoff hockey, mel? >> 100. >> i know i am yeah, 100. heavy machinery, i know pete knows, caterpillar too cheap into earnings. >> thank you for watching "fast ney" see you again tomorrow at 5:00 for more fast. 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 make friends. i'm just trying to make you a little money my job is not just to entertain, but to educate and teach you so call me at 1-800-743-cnbc or tweet me @jimcramer. we should have been down today

>> sell, sell, sell! >> we had a darn great run dow jumping 500 points s&p gaining 1.61%. nasdaq 2.1%. how do we explain this, come on, obviously bizarre action every morning i have to do this memo it's called what i am looking at it's for the investing club. do you know i counted 29 negative research notes out of a total of 34 today? i'm telling you, that's insanely gloomy you got to ask yourself. what made this rally possible if all the research was negative? i like to start with the usual suspects when try to figure out something that happened that shouldn't supposed to happen bonds have been driving the bus with relentless declines today bonds were down again, sending interest rates higher. very rare to see stocks rally when that happening. wasn't the market suppose to go down then you check the earnings. we did get a nice bump from johnson & johnson as its

numbers, especially in meded meh idiot j&j split themselves up and there is a lot to like but it's not powerful enough to drive the whole market, as much as i like the company. we got a large moldy family build, but less single family construction, which is what you would expect with a five-year mortgage rate at 5.3%. ukraine? russian foreign minister sergey lavrov told the indian media that his regime isn't interested in nuclear war you may think that's positive. but this is the same guy who said russia wasn't interested in hitting ukraine up until the day the invasion happened. let's take this with a euro mound of salt. finally, did we get a break in commodity inflation? not really today the grain complex flirted with multi-year highs, frightening throwback to past famines. sure, oil and natural gas were down, but then again they spiked inflation is still raging. no word james board, the

president of the st. louis fed made a case for taking the fed funds rate to 3.75%, which requires a basis point hike at the meeting. bad news for the stock market. so if the usual suspects all have allyibis what can explain it? their sentiment. i'm sorry, on that oscillator that i always talk about, i talk than numbers matter when the oscillator is that far into negative territory, it's harder for the market to plummet. more important, the american association of individual investors poll just came out with its most negative sentiment reading since september of 1994. that date sticks in my head because as a hedge fund manager back then, i was faked out by how much the fed could hurt the statement. 1994 was the year the fed nearly doubled rates. they had taken the fed fund rates from 3 to 5.5, including one double rate hike and one triple that spooked everyone out of the market. but 1994 was also the year that

the great bull market of the '90s got rolling right at the end. its stocks had been stuck in a rut until the most aggressive fed tightening cycle imaginable happened and it turned out to be a magnificent buy opportunity. hey, they whipped inflation. it's one of the best in history. i always talk about how important it is for the fed to engineer what's known as a soft landing for economy rather than trigger a recession. back in 1994 the plane landed magnificently. the fed is behind the curve this time, they can end safely without triggering a recession yet sentiment is as negative now as it was in the darkest days of 1994 that doesn't necessarily mean you're seeing a sustainable bottom, but it's a pretty encouraging precedent, don'tyo think? it's also a good reason not to freak out when we hear these fed officials talk about how we need a series of ruthless rate hikes. [ buzzer ] second driver of today's rally is something a little more ethereal, hard to get your arms around looking for a, you know, dollar

sign representative by a man, which is me. i don't know if there is a politically correct way to say this, but america has a whole lot more to offer than any other nation on earth. i think we tend to underestimate our advantages, even as those advantages even come in spite of the u.s. government, not because of it. what do i mean by damages? listen, if you live in europe right now, you're beginning to feel the pain from a lack of natural resources coupled with some tremendous policy mistakes over the past decade starting in may, europe will have an oil shortfall of 3 million barrels per day. at the same time governments like germany are basically financing russia's war of aggression by continuing to purchase russian oil and gas but america is not like europe we've got more natural resources than we know what to do with a decade ago we produced six million barrels of oil a day in this country now producing more than double and that we could increase our output in order to help out europe if we wanted to according to russia and brazil, we could produce another million or two per day and still have an

enough port capacity to ship it overseas someone was thinking ahead at the same time we have a 100-year supply of natural gas in short, people, we are blessed. we're not hostage to other countries for our natural resources, which is a gigantic competitive advantage. remember that class in college or high school who knows what kind of numbers european companies can put up given their insanely elevated energy costs sure, our gasoline prices are big, but europe's got an honest to goodness energy crisis. so how about china for years the people's republic of china seemed to be running circles around the -- they're an authoritarian dictatorship that pursued sport policy that allowed them to grow like crazy. but now china is seeing the downside of living under a dictatorship, isn't it despite human abuses, which goes without saying china's covid protocols. their government refused to use

high quality western vaccines. nearly everybody in china got homegrown vaccines much lower efficacy. so now they're locking down vast swaths of the country to prevent covid from spreading they have a zero tolerance tolerance policy here in america we have a policy, especially this latest judge's ruling that gets rid of masks in airports and planes when nearly everybody is vaccinated, business should be able to go back to normal. but because the chinese government refuses to use the good stuff, covid is much nor dangerous there. so they're using draconian policies to stop the spread. democracy won. total at totalitarianism, 0. we don't have a belligerent nut job of a president who is trying to commit genocide against his neighbors like russia. well don't have hundreds of millions of people in covid lockdown like china, and we

don't have a serious energy shortage like europe sure, we have higher flank steak prices, more expensive cornflakes, but also much higher wages to combat the pain who knows, maybe tomorrow the focus could be on the horrendous fall of netflix, bad forecast. unlike when i was growing up, our competitive advantage is no longer just hollywood. the bottom line, i say america has the edge on the rest of the world, and that's the secret sauce that explains a great deal of today's actions and the additional gains to follow edward in massachusetts, edward? >> caller: hello, jim. thanks for my -- >> edward! >> caller: do you think costco's earning multiple is sustainable? >> they have a team at costco that is second to none i think that as retailers go, when you're thinking about craig

celinik, when you think about rich gallante who runs the calls? may be the smartest ceo in the world, but you're right, the multiple is going to increase. this level is too low. dino in michigan, dino >> caller: boo-yah how you doing? >> boo-yah, jimmy chill says what's up? >> caller: doing great thank you for everything you do for us investor. >> thank you. >> caller: i'm calling reporting okta, and get your thoughts on the way they handled their most recent security breach and do you think they can recover or is it time to jump ship >> we had the founder on this morning on "squawk." and i thought he did a good job. when he comes back on, i think he'll have a better story to tell zendesk, when we go out west, listen up. these companies are the future don't give up on okta, even if you are like me and like palo alto better. kathleen in new york, kathleen >> caller: hi, jim thank you for speaking with me

>> of course >> caller: well, with inflation rising and rates, isn't it positive for a buy now, pay later company like affirm? but they don't advertise and a lot of people don't know what their services are. last part of the question is why are there quite a few class action lawsuits if you could shed some light? >> i will point-blank say that class action lawsuits are frivolous because this man has done everything he can to be able to make money but when rates rise and other banks get in the same business, all of the companies that look like the firm go down. so it's not necessarily a firm it is the cohort but thank you for the question, kathleen now, america's got the edge of the rest of the world, and that secret sauce can often explain a lot of today's action. you're going to hear more about this pretty much for the rest of my life, because i think we denigrate our own country way too much

on "mad money" tonight, plug power's stock jumped after a new move with walmart to renew the retail were green hydrogen, my favorite kind. i'm reporting more with the company's ceo. i'm getting to the heart of the report with bank of america. and prologis rallied once again after highlighting record demand in the real estate space i'm crunching numbers with the best warehouse company in the world. stay with cramer >> don't miss a second of "mad money. follow @jimcramer on twitter have a question? tweet cramer, hash tag #madtweets send jim an email at madmoney@cnbc.com. or give us a call at 1-800-743-cnbc 1-800♪ on the road again ♪ some♪ miss

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just because the high growth on momentum stocks occasionally lost their mojo, we had a good dayed too, that doesn't mean anything has changed at the underlying companies you take a company like plug power, one of the leading players in the hydrogen fuel cell place with a rapidly growing hydrogen powered fork list business plug power last november saw its stock plunge now rebounded in january plug power the stock is going out of style, plug power the company is still signing up new customers left and right just today they announced a really important deal to supply walmart with up to 20 tons per day of liquid green hydrogen for its forklifts. this is huge validation of the green hydrogen powered network i thought it would take much longer for the story to play out. it's no wonder the stock jumped 10% today. let's take a look at andy marsh,

the president and ceo of plug power to learn more about the walmart contract and what it means for the future of his business mr. marsh, welcome back to "mad money. >> always a pleasure to be here, jim. >> andy, let's get right to it i need to know what exactly this contract means versus other great contracts you've gotten, including with walmart >> jim, this is really just the start of green hydrogen with walmart. walmart understands that to reduce their carbon footprint by one gig ton of co2, hydrogen is critical it started with things like forklift trucks, jim, but it's going to move into other applications at walmart like stationary power, with mobility. to us, this is really just a start of the network we're building at green hydrogen and walmart will be a key customer and key partner in that journey. >> but andy, someone once told

me, a very smart person said that jean hydrogen right now is too -- it's not cost-effective it's too costly. and that person was you. what's changed [ laughter ] >> well, i've gotten smarter, jim. so when i look at today, at around 3 cents a kilowatt hour, hydrogen is very competitive with gray hydrogen and that really comes from the costs of renewables. and we've done a real good job at being able low cost hydro like we're doing in upstate new york wind and solar as we're doing in california and wind in texas in the wind belt, where we're able to achieve goals of less than 3 cents a kilowatt hour to make hydrogen competitive today and that's why walmart did the green hydrogen deal. >> okay. that is something you told me had to happen before this would work now, i want to be sure about the

worry, okay. you said in the deal that the specific wording is plug power announced an agreement with walmart for an option to deliver up to 20 tons. how do we know this isn't going to be one ton and that's it? >> jim, we've had a long, long-term relationship with walmart. starting back in 2008 when i joined the company, and i can tell you that commitment is much, much deeper. that it's 20 tons. but we expect and we expect to be expanding and growing with walmart. and we expect to be much larger than 20 tons i think a perfect example, years ago, i was out talking about doing 63 forklift trucks with walmart. today we're doing 9500 and look, i think green hydrogen can grow the same way. >> well, i don't want to be too optimistic, but when i thought of this, i said to myself, energy security. how about europe and energy

security this could be perfect for everybody. >> you know, jim, we had our brand launch today i had people from belgium here and other european countries when you look at it, we -- we have done -- and it may not seem like a huge number, but in the last ten days i've done about $45 million worth of new contracts for generating green hydrogen with our electlizers in you're, and we expect to see it continue to expand rapidly in europe so it is something that we're developing we have many partnerships in europe as you know, renault for vehicles on the road, with ax iona, and others will be coming. so yes, green hydrogen is critical for energy independence when i look at it, a country doesn't need to depend on tyrants. it can actually generate all their energy needs themselves with renewable and green

hydrogen >> now, how about -- i think people have to understand. in many case, supplanting the worst, which is diesel correct? this foul smelling diesel. >> we are replacing diesel and that's one of our tag lines, jim, is that that's really the key. we'll eliminate diesel we can help eliminate gasoline long-term. we can help decarbonize processes people don't think about, like green steel. not a lot of people think about green steel. but there is a huge market opportunity for our green hydrogen, and which we're working with large european conglomerates to change their process. because hydrogen, as you know, burns in the sun, and it can burn here on earth here too at high temperatures. >> i see a lot of people, and people know me as a stock guy. there is a bunch of contractors, the construction guys. one of them stops me on thursday he goes hey, i got the plug

power. are they ever going to make any money? what do i say to him tomorrow when i see him >> well, jim, i can tell you, our green hydrogen is one of the key items to make plug profitable company it's why we vertically integrate it we've been talking about for the last year and a half the 500 tons of green hydrogen we're building across the united states, which will complete by 2024 it will make plug a profitable company. and our goal is to do it sooner than that. >> i'm going tell that guy and he'll say i want to know if that guy misses his target so you better be there, all right, andy? >> i plan to be there, jim you can always trust this philadelphia guy. >> yes, indeed although philly's not off to a great start yet. that's andy marsh, president and ceo of plug power. thank you, andy. good to see you. >> thank you, jim. >> all right "mad money" is back after the break. coming up, a cherry, a top earnings season?

with rate hikes in the offing, can bank of america help home gamers hungry for stability? cramer asks the top brass, next.

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full prescription-strength. reduces inflammation. don't touch my piano. kick pain in the aspercreme. i get the darn bank stocks seem to get more love. this is a group that should be on fire with the federal reserve on track to aggressively raise interest rates yet most of the big banks have come down substantially from their highs this year. most didn't deliver. i know jp morgan freaked people out last week with frightening words about ukraine. but what about the ones that saw russia as not a good credit risk a long time ago? yesterday morning we heard a very different story from bank of america, which reported a terrific top and bottom line beat even better, management sounded incredibly confident about the state of the american consumer that's why bank of america jumped 3.4% yesterday, plus tacking on another 2%. but the stock is down 21% from february highs

sales are 12 times earnings. i think it's a steal i think it's ridiculous. let's check in with brian moynihan, the chairman and ceo of bank of america to get a better read on the quarter and consumer america mr. moynihan, welcome back to "mad money." >> good to see you again. >> my favorite line was when you can see the organic growth engine that our company is delivering once again, no banks are organic, except for yours. tell us why. >> well we have a great team and a great franchise and great customers who give us more business and tell their friends about us year-over-year you saw us grow our deposits more than 240 billion. you saw our loans grow 10% we had a downdraft in investment banking fees but wealth management fees up nice. we grew revenue. expenses were down that creates operating leverage and that's off the organic growth engine delivering new accounts 200,000 plus for the first quarter of business alone.

>> i think it's incredible because of your digital efforts and your customer service and who you guys are this is sticky money this isn't jumping from one place to another, correct? >> yeah we have a trillion-4 in deposits from mass market consumers up to wealthy consumers. 1.4 trillion is in that consumer base 40% is in checking people have a lot of money in their checking balance we can talk than because of the stimulus payments and everything and higher raises. but the reality is that's sticky money. when we saw the repricing of the fed from the floor zero up to 2%, you can see our pricing go through. and even while that went on, we grew our deposit base 5% in the preceding months we can grow because the team does a very good job of getting more customers and doing a great job for them and the digital capabilities, the branch capabilities, the wealth financial advisers and private bankers. across the board, they do a great job. >> unlike most people who say

that, you're actually proud that your people are being paid more. everyone is so gun-shy because of wall street saying wow, they're paying their people too much i'm worried. that is not the line that you tell people. >> well, we have a great team. but if you think about a company like ours where basically, a very talented group of 200,000 plus people, a bunch of computers that they used that served their customers well that customers can use directly well and buildings to house them. so people are what our company is and they're the ones that make the computers work, and they're the ones that do the great job for customers. we pay them well and we start them with starting salaries $22, full benefits, thousand dollars tuition reimbursement, child care credits for people at lower income levels, health care that is well taken care for lower income we do all that because we need this great talented group of people to serve our customers well our scores are the highest they've ever been which is a

good thing >> you have pretty good data on the strength of the consumer and i love the line dry powder that could keep us out of recession, can't it? >> yeah. i think if you think about it, just a couple of facts in the first quarter, in the month of march '22 versus march '21, the consumers spent about 13% more than they did last year and by the way, there was 7% to 8% more transactions even though there is inflationary partner pricing that is done so we showed that to the investors yesterday, showed to it the world yesterday importantly, the first couple of weeks in april they number moved back to 18%, indicating faster spending of the consumers. people say well, it's due to inflation. but gasoline expenditures are about 5% of 21% of what people spend in a bank of america so that's a trillion dollars almost in the quarter, growing at 13% the consumers are out there spending now what's driving that is a second part of it. what do you mean by dry powder if you look into consumer

accounts you talk about two cohorts customers had 1,000 to $2,000 in their accounts prepandemic they now have about 3,400, or 3,500 in their account for people who averaged between 2,000 and 5,000 average clear balance intheir account, they average about $3,000 they have 12, 13 in their account. they have more money and it's grown every month. and the last stimulus payment was a year ago that's because people are earning more and getting paid more and frankly, there has been spending but now it's opened up. >> you gave us some unbelievable the travel, restaurants been recovering these are amazing numbers. >> and they are. and i know you're in the restaurant business. i hope your restaurants are full and people can't even get a reservation. >> they are. >> you're seeing people spend money. and that's a good thing. now the question is, that puts

pressure on the fed. the fed knows what job they do they have to raise rates and bring the inflation down that's not theoretical will it be a soft landing or slightly hard landing? don't fight the fed. i would always believe in america, don't fight the u.s. consumer they are a very strong force, and you can see them very healthy. their loan balances are down they have plenty of borrowing capacity and plenty of spending capacity >> i love that now you and i always talk digital. and it was nice at the beginning. now it is an imperative. i did speak to every ceo or number two at all the big banks arranged you know what they say? brian got that right they say brian got that right. what did they -- what did you get right that all wish they had done >> well, it just took investment across long periods of time and discipline to do things that people will use and get them to use them so it does it -- a whole bunch of wonderful things don't work unless the customer gets the

benefit. whether it's the zelle payments. this is kind of interesting. this quarter we passed where people sent more transactions on zell, me to send jim money than wrote checks so you are seeing the crossover finally where that's happening you think about digital sales. we started building that product by product many years ago. and that has ended up with 53% of the sales are digital by the way, all the branchs are open after the pandemic is mitigated now. all 4,000 plus branchs are open. all those teammates are working hard, handling people in the high touch, which is critically important. but 50% are coming digital you can get a mortgage, a car loan, a card merrill lynch is growing strong, a lot of online applications we invested $3 billion a year for many years in technology and you just had to be investing. but you had to keep the discipline of being an innovator to develop feature functionality. but being a disciplined person to get it in a way customers would really use it.

so they would deposit their checks at mobile they would use zell. they would use merrill lynch not just build functionality for functionality. we're at 54 million digital users and 35 million active. literally using it all the time, or 40 odd million using it all the time it's very strong right now >> one last thing. there is this "new york times" article that quietly turned back you don't need to do more, but i know you will. one of the things you did is you created the think small, small business i saw your small business numbers. your percentage of upmarket share. i am telling you, that ad campaign worked in so many different ways, and neither one of us ever thought would happen. >> the small business team does a great job. a woman named sharon miller runs that segment and we have a segment next bigger, 5 to $50 million and the middle market that wendy still runs if you go across that continuum, that small business is 80 to 90 billion in plus deposits they did a great job

we're the number one lender to small businesses in the country. and sharon and her team do a great job. that's digital functionality and personal functionality we've got a lot of upside there. we brought in our merchant servicing platform and now we're deploying it i walked into a branch the other day near the boston marathon where they were setting up i walked in and talked to the person she is a merchant specialist she told me she can't wait to get the new equipment to go out and sale the teams have great functionality. we have lots of areas we can grow fastener those areas. >> the next time we're on we're going to talk about more what you've done to help the less fortunate which is a nationwide thing that i want to bring it out because that isn't why you do it. but i know who you are brian moynihan, i love seeing you, buddy. >> thanks. >> real guy. best numbers in group. you imagine? best numbers and it's going to keep going on. "mad money" is back after the break. coming up, the earnings are

in, and it looks like there is something likable about logistics. cramer gets real o [sound of helicopter blades] ugh... they found me. people have their money just sitting aroundstate doing nothing... that's bad, they shouldn't do that. they're getting crushed by inflation. well, i feel for them. they're taking financial advice from memes. with the ceo of prologis, next i'll get my onesies®. ♪ “baby one more time” by britney spears ♪ good to have you back, old friend.

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in a market where very few groups have been consistently working, a handful of stocks stand out as dependable winners. stocks like cramer fav prologis. it's an investment trust that builds warehouses and fulfillment centers all over the world. this thing has been on a tear since late february, and for good region. first quarter relative humidities turned in an excellent said of numbers.

there were some truly standout figures when you drill down a bit more prologis saw operating income grow by 8.7% management raised the full-year forecast dramatically. i am a big believer in this one because we simply don't have enough specialized logistic facility, even as e-commerce continues to take share from brick and mortar retailers that means prologis can afford to raise rents whenever they build a new facility it's pretty much sold out long before it's completed. i'm talking with hamid moghadam. mr. moghaddam, welcome back to "mad money." >> it's great to be with you >> i'm looking at the numbers. i don't know where to start. i can start with the shortage of highly specialized logistics i mentioned that before with you. i can talk about the almost no vacation it is but i want to go over a couple

of things. page 16 of your deck, the outfits that are your top customers. i mean's swiss one's french one's danish i mean, these are people who i guess you're the only one -- they're flocking to you. how is this possible >> well, you know, it's a global business you know, we're in the business of helping people move boxing from point a to point b. and oftentimes point a and point b are different continent, different countries. we operate in 19 countries that represent in aggregate about 70% of global gdp. so naturally, a lot of customers come from those countries. and it's truly a global business and that's one of our areas of competitive advantage actually. >> i've got to tell you, i saw where your assets under management are going you've got greenfield overseas, don't you? >> we do i mean, the penetration of

logistics real estate overseas is much lower than it is in the u.s. even europe is lower asia's just starting places like china, brazil and all that, almost nonexistent so i think we've got a lot of runway for growth. and of course there are businesses right here in the u.s. which is a more mature market that are transforming the shape of the industry. so there is growth everywhere. our only problem is that it's becoming increasingly difficult to find the land to develop these facilities the communities are getting harder and harder to do business with with respect to these large facilities that require a lot of land >> so what do you do the three areas that you cited that are really unbelievable for rent raise, southern california, new york, new jersey, new york, what do you do you're going have to use abandoned buildings, aren't you? >> well, we're going to have to use everything and we're going have to use everything in different ways for example, we will need to

intensify industrial sites by going multistory we do that in places like japan and china all the time we've done one of those in the states, but we're doing a number of others, right now under planning we need to intensify the land. we've got to convert other types of land uses that are less in demand into logistic facilities. but we got to pull every trick out of the hat to satisfy the demand of our customers. which seems to be insatiable >> one of the things you did do in terms of tricks out of what a hat, you have a workforce. most people keep waiting for individuals to respond to a help wanted sign. you're not doing that. >> yeah, we're not and frankly, it's not our brilliance that got us into this business about four or fife years ago, we started hearing -- long before covid, by the way, we started hearing from our customers that they were really having a hard

time attracting workers to the logistics business and, you know, this is not the old logistics industry where people work for nothing in warehouses, and it was really difficult. well, it is difficult work but it was dirty work and not good conditions and all that these are really good jobs oftentimes paying anywhere between 15 and 25, 30 bucks an hour similar to a lot of the retail and hospitality jobs that have been displaced but there was no on-ramp for these high school graduates to get into the workforce so we started this program in l.a. first, and then we grew it to miami and then we took it around the country. and developed an online curriculum and now our goal is to train 25,000 people. and by the way, sway drop in the bucket this can go on for a long time but we've already trained 13,000 people, placed most of them in good jobs. and really addressed the pain point for our customers, which

makes them want to do more business with us and makes them stickier in terms of their business relationship with us. and we're taking the program overseas and doing it in other countries too, because the problem is a global one. >> well, the other thing i liked that you're doing is energy, solar. i mean, i think the companies you're dealing with, you're in that third scope you've got deliver for them. it's a competitive advantage >> it is you know, we've been doing this for over ten years we're actually in the top three producers of rooftop solar in the country. i think walmart, target and us go back and forth, depending on the year and we've got a billion square feet of roads around the world so we're just scratching the surface there. this could be some day a 3, 4 gigawatt business. we're at 300 megawatts today with electrification of mobility and transformation of

transportation, demand for power is just going go through the roof. >> right. >> and we're not building a whole lot of new power plants. so we're going do our part to help with generation of that power in a clean way. >> one question. amazon, percentage of net effect or friend. they're 32,000 -- i'm sorry. it's square feet in thousands. could amazon rent everything you have >> no. i don't remember the exact numbers for amazon, but i think globally they're around 400 million square feet of warehouse space. so we're a billion square feet no, they can't but they use a lot of space. and i think they represent today about 4% of our rent roll, and they're by far the largest customer we really appreciate their business but we also have 96% of her business in 5,000 other customers that we aim to serve every day. >> well, look, these numbers, you know that we've been a fan

of yours since 2008. you were the best performer off the depression that we had i regard it as a depression, not the great recession. thank you for continuing to deliver for shareholders really terrific. thank you, hamid. >> thank you, jim. see you soon. >> absolutely. hamid moghadam you have to understand this is a reit i mean, this is a growth reit. and if you need -- if you need to get income and growth, it's going to be prologis "mad money" is back after the break. coming up next -- >> let's make money together what do we got >> cramer is bringing the thunder and answering your thunder and answering your burning questions in

♪ ♪ today's edition of the "lightning edition of the "lightning round. ♪ ♪ ♪ ♪ ♪ ♪ ♪ ♪ ♪ ♪

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"lightning round" is sponsored by td ameritrade >> it is time! it's time for the "lightning round. >> buy, buy, buy >> buy, buy, buy, sell, sell, sell >> and then the "lightning round" is over are you ready, skee-daddy? time for the "lightning round. talk with jerry in texas, jerry? >> caller: hey, jim. how you doing today? >> i'm doing well. how about you? >> caller: doing well. thank you, sir i'm calling you today about a mining company they're the largest producer of iron ore and nick until the world. they have a p/e of 4, dividend yield of 13%, up 35% in the past six months and signed a deal with tesla to provide nickel for their ev batteries i want to know if they're still a buy. the company is the brazilian

mining company vale. >> yes, they had numbers tonight for iron that aren't that good maybe it's a chance to buy it on the way down they're a winner in this new world, they're a winner william in california, william >> caller: first time caller and club member. >> oh, fantastic >> caller: and thanks to have me on your show, jim. >> oh, i'm so glad you're on it. what's going on? >> caller: in my research and financials market, i found a profitable stock that had 3% dividend, and i'm thinking of taking a position in cna what are your thoughts >> i'd rather go with the real actual owner of cna, the majority owner, which is loews, letter l we did a very good piece about it the other day i refer to that in cnbc.com archives it's really, really good david in california, david >> caller: jim. >> jim >> caller: i'm a member of your

club, you're a member of my family what do you think about the gladstone land company >> we like the farm business we just talked about that. by the way, we did the american campus deal that was really terrific you know what? it went up again look, it's a winner as long as you understand that you're also getting involved with what we all like, which is a triple net lease that helps independent farmers. and that's a very good thing steve in new york, steve >> caller: jim, how you doing? thanks for taking my call. >> of course >> caller: i'm talking about veru does it have legs? >> we had dr. steiner on a bunch of times here is the thing. the stock has moved up dramatically, a thousand percent, which is a -- i mean, i'm sorry, 100%. now they have a drug that reduces the possibility of death in hospitals by 55%. at the same time there is some crazy thing going on where there is a big short squeeze at all

times. i would tell you this stock fluctuates, and you want to try to buy it on a big dip, okay that's what you do buy it on a big dip. mike in florida, mike. >> caller: hey, jim. i just got back from europe, and i've been visiting a lot of plays. and everywhere there was a charging station each positive, 100% revenue growth in 15 companies now with the gas shortages in russia, is this a sleeping giant? >> well, i mean, in the end, that is just not a good business there is just -- there is no two ways about it. you're absolutely right. i will bless it. as long as you understand it's not a great business and that, ladies and gentlemen, is the conclusion of the "lightning round." [ buzzer ] >> the "lightning round" is sponsored by td ameritrade coming up, the one-line twitter tend they're could make

or break the whole shebang cramer has this show's next and final segment, next.

why is twitter so opposed to accepting elon musk's $43 billion takeover bid i think it's the best and final offer klaus that is the sticking point. remember, the board of directors is supposed to represent shareholders and if they're going to sell the company, they want to negotiate a higher price if they just take the first offer, they could be sued immediately for violating the fiduciary duty again, they have insurance for that kind of thing and they could be sued the other way too. i honestly think they should take the deal. it's better to leave a couple of bucks on the table than see their stock drop to the low 30s which is where i think the

company is headed without a takeover the company issed a odd bird pseudo owners look at the value equated by twitter since it came public, basically nil, and look at the value musk has created for tesla over the same period the difference is staggering tesla is one of the best performance in publicly traded companies. as i see it, musk can do to twitter what jeff bezos did to "the washington post," keeping it pure, he can turn twitter's direct messaging into the way to link tesla to a host of products your car could be your bank, your amazon, your utility. i lived in my car. it could be a house. but in the constrained world of corporate boardrooms, past performance doesn't necessarily mean much. otherwise you see a lot more executive turnovers from other companies. if you are a member of twitter's board and you say something like you know what? we haven't created value let's just give him the keys, management will respond wait a second, you're looking at twitter how it was under jack

dorsey's mercurial management side agrawal just became the ceo. give him a chance. it has some fire, including a button that allows it to block certain works. that would be a godsend for jimmy chill. the board is straight laced and serious. they'll go by the book which unfortunately for them is a real impediment to making their shareholders money and unbound elon musk will make it so this whole thing becomes a referendum on them, not him and his financing. i don't care that there are some private equity firms circling, putting up a shingle there musk is the richest man in the world, if he wants twitter, nobody is going to outbid him. he has the money in the end, who can make the most money for twitter shareholders based on past performance, i think it's musk all the way. if he walks away from twitter, those same shareholders will become a heck of a lot poorer. musk is the only thing propping

this stock up. if the board shoots him down, they're going look like morons just like the ultimate unforced error that i've seen in all business i like to say there is always a bull market somewhere, and i promise to try to find i just for you right here on "mad money. i'm jim cramer see you tomorrow the news with shepard smith starts now. shepard smith starts now waiting for the cdc, the announcement from the justice department adding to the mask mandate confusion. i'm tyler mathisen in for shepard smith, and this is the news on cnbc the national mask mandate may be over, but the confusion about when you still have to wear one is just getting started. >> i kind of wish it was just like standardized. >> tonight, the different and confusing rules for planes, trains, and automobiles. >> as the battle for control of eastern ukraine begins, the u.s. prepares to send more military aid.