>> brian >> costco, but stay near dated. >> happy birthday. buy gdx. >> thank you that does it for us on "options action." see you next friday at 50.:3 meantime, don' 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 want to make friends, i'm just trying to make you money. my job is not just to entertain but educate and teach you so-call me at 800-743-cnbc or tweet me @jimcramer. today we got still one more

smoking hot unemployment number. a true barn burner of hiring and that's the last thing the fed wants to see while the market rallied dow gaining 402 points and s&p jumping and nasdaq climbing 1 .28% people think if they suddenly think a strong labor report is actually good for the stock market anyone who paid up for stocks on days like today has no sense of history. when you bet on a scorching hot economy, you're fighting with the fed, not being in the bed with the fed that's a bad idea. the fed always wins. that's why i want to kick off my game plan for next week with what is in front of us from the fed first and what really matters in the absence of specific earnings because i know we are on some sort of crazy roller coaster i want you to know not when to get off, that's not the plan but when you can expect to be nauseous when you need the pepto.

people know i love the pepto i swig it. probably not what you should do but it works take wednesday, loretta is the hawkish president of the cleveland fed and will give a lecture and will take the questions, the q and a i expect her to go ballistic and talk about the need to raise rates until the cows come home the cows don't come home i know that. i owned a bunch of cows. they're so stupid they don't know where home is don't take offense they don't watch the show. thursday morning we get the consumer price index this and t -- and this is a data point it was not directly caused by the fed. some commodities have come down in price but i bet we get one more red hot meeting and will cause the fed to hit another speed bump on thursday the fed thinks it finally end when is none other than loretta gets to talk again. can you tell me when things get

better why does this matter if the cpi number is steaming, she'll one-hour martinize this market with a dry cleaner's phrase i wish i were kidding. i'm completely tired of being 0 blib -- obliterated. on monday we got bio intech and the bulls have to hope the german vaccine maker says the chinese government ordered over a billion vaccines to put an end to the lockdowns that could trump the bearishness. come on the show and i want to remind you you always said the fed doesn't have the toughness to fight inflation and where did you go maybe you stopped coming on. maybe i didn't hear from you anymore. going back to corporate reality, on monday we have an important call when we find out if the consumer is finally starting to trade down when we hear from tree house that's a private label food maker. if business is up for them, that tells you consumers finally

feeling the pain right now, despite what you hear and probably have heard it and i checked it and double checked it, there hasn't been much trading down at all at the supermarket, which is one reason the fed has to stay so aggressive if people continue to spend on, you know, really expensive oreos, the fed gets worried about that stuff after the close we get results from take two interaction. this gaming company is written off as a covid play which is the kiss of death. it's a gross misjustice because take two has a sweet of games that transcended the couch i bet they can make a ton of money on new and old products. maybe this quarter can finally show it's not a so-called pan d -- pandemic play. somecompanies have been pigeon holed. tuesday we hear from global foundries. this manufacturer knows the state of chips, the kind that are in short supply for many

companies like the autos global foundries does know where the shortages are. i want to know if they will get better because right now, the economy is going to get ugly we'll sell the cars before it's too tough on them. after the close, reports i can't believe how many people have given up on this iconic company, the best franchise in the world. somehow it's treated like another half media company with expensive programming. i don't know what it will take to get stocks settled down but we're ready to buy more. we're willing to buy more down at 90. why 90 i know people hate the stock doesn't deserve to trade down here deserve has nothing to do with it but it could easily happen given the fact the despised it's amazing how a fantastic company can be given up on and disney is enintergral to the appetite and i don't think they

really care about losing money it's a game. like monopoly money. amc ceo sells non-monopoly money when the stock was higher. maybe this will be the quarter the losing bag holders -- did i say that i meant to say stockholders started. maybe they make money back although i wouldn't put money on and it let me be -- make a conclusion to bed, bath and beyond have no fear stocks have a level they stop going down need i say more? we also heard from petroleum and i'm positive on the oils i think they will report a terrific number and closer embrace with warren buffet. oxy trades like water. that's a street material meaning it's a stock that's bid for and taken up every nanosecond. there are better oils but oxy has the buffet seal of approval. wednesday we get controversial road blocks. there is another one in the pandemic warehouse the online pandemic play but

never recovered once the world went back to normal. that's unfair to roblox some groups are so hated it doesn't matter the skeptics will come from the wood work and pull it apart and door dash up $10 and got pummeled finishing the day up. when resorts reports, too, this is very important because this is the casino hostage play i say that business hostage, the chinese irrational covid policy. i thought the chinese government might want to be more rational and that's why we bought win for the charitable trust i was wrong. lately, the stock is creeping up suggesting president xi changed course and taking the trust because the stock is derisked by the extended lockdown. thursday, we have some more companies that came public in the great era of exit. the great era of exit. coin that. i prefer to view the stocks as

n names to buy all the companies, not just a few shares, that's how low they are like campus. a three-day technology outfit. the era of excess allowed everyone and everything to come public so they did in toast, yeah, toast, all right. this is a point of sale company. is toast toast as i said many times i know when i owned a bar company, when i would come in, the company would pitch a new point of sale system that's what toast does somehow toast manages to convince people on wall street they had a high mote to the business toast has a good product but that's all it is a product and a good product does not make the good stock as we have seen time and time again in yes, the great era of excess. gee. great era of excess, don't use the o. finally, friday is one of my

absolute favorite days of the year or it was for a brief period singles day. a totally made up holiday for unmarried people because it's about consumption marks. who knew no, not grouch-o hallmark has a bunch of holidays who can blame china for the holidays president xi just approved the good mnra vaccines on foreigners today. a lot to do with how individual companies are fairing and what to do with what wall street expects. until the expectations are wrenched lower, you won't feel safe you will feel sorry if you don't buy anything on the big selloffs and when the market is over sold, that's when you need the pass and i'll let you know

sav in connecticut, sav? >> caller: jim, how are you? >> i'm doing great how about you? >> caller: great i love dividends and i love growth i need your opinion on ford. >> i like ford now, i have to understand ford is about going into a recession. that's usually not a good time to buy autos but jim far ly understands that and the dividend is safe torationalize the process. how about ron in wisconsin, ron? >> caller: jim, boo-yah. >> boo-yah >> caller: hey, wondering if united airlines is still a buy and what effect the delta strike might have if they go on strike? >> i happen to think united airlines is a trade and i believe that because travel is so strong. now, i actually like airbnb. i've been wrong on that but i think the next five year period if you have that time, the best travel stock is airbnb all right.

listen, you shouldn't feel safe in anything right now. when the market finally gets over sold enough, you'll need to pounce and that's when i'll be really to help you on "mad money" tonight, draft kings -- want to help you all the time but you know what i mean is there more to the story than wall street? i'll check with the ceo and rare earth material company mp announced stage two assets i'll get the latest to explain what stage two is and the enterprise stock apocalypse is here but is it fair for a reporting of companies like cloud fair you won't want to miss it. so stay with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer #madtweets.

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okay we knew the online sports gaming got pretty crowded but we didn't know it was so bad that draft kings would lose 28% of the value in a single session with the stock trading like a pie owe t -- pyro tech company that failed a clinical key trial. when they reported this morning, the headline numbers were better than expected, their monthly unique payers, their user account had a short fall not what you want to see from a company spending like mad to grow the user base

draft kings told you to expect larger than expected losses for the current quarter and 2023 and that's how a strong that was already down 80% from the 2021 highs could drop 28% today you know, this does not make sense to me. these guys are the best there is so i want to figure out what the heck happened here is draft kings a lost cause or is it finally fallen to the point where it has to be bought? let's check in with jason robins, the co-founder, chairman and ceo of draft kings to get a better read on the situation welcome back to "mad money." >> hey, how are you? good to be speaking with you. >> jason, i'm confused we all know you're the best. i say that because i'm in the business and i look at what is going on and i know you have to spend to win and i wonder whether at a certain point you don't just spend to -- let's say to retain instead of acquire or is it still a period you have to

acquire because it's still a land grab? >> first, thank you for the nice words. appreciate you saying that about me we're focused on the pay backs and several state launches including maryland, ohio, massachusetts, puerto rico, as welcoming. so a lot of new users coming into the market and i think from the kind of growth on the user side we have a complex business and sometimes we take for granted because we're close to it, the level of understanding that people will have but the user one is an interesting one we're right in line with user growth i don't think many analysts, only a hand full actually publish users and we've never

guided to it because exactly what happened. we had no mba in q 3 we did last year so if you look at which we try to do to kind of help explain with the september number and the september users number was much more in line with the year over year growth the street was expecting but, you know, it was really a sport calendar shift from one year to the other that made the difference on the overall quarter and that happens in a business that is sports driven and on the other side of it, it actually made it higher because when you have a lower denom denominator, the user is higher. we could do a better job explaining that but we're happy with the user growth we ended up every quarter beating our previous estimates and raising the fiscal year guidance so, you know, we feel like between the over 100 million closer to 200 million in cost savings in the year we identified along with the really strong revenue performance, we grew over 100% in q 3 year over

year we've been doing a great job balancing top line growth and pushing hard on finding cost efficiencies. >> but let me stop you there for a second you mentioned that you've raised fiscal year in this particlair c -- particular case you had a huge beat. maybe people are concerned -- >> we did. >> you know the way it works if you do a big number like you did this quarter, expect a bigger quarter coming this quarter and i'm not getting that sense. now, maybe that's wrong. maybe this quarter is gigantic and i'm misreading. >> well, i think what we did is we actually, you know, said that in q 4 we were going to invest in some new state launches and that reinvestment, i think, is clouds things and a comparison of where we were and this is the

first time q 4 and 2023 guide new states and we've never done that before and guide if new ones come and investors have been asking for it they want to understand if you know there are states launching, maybe you don't know the exact date but close enough. we want to understand what you really think the year will look like we actually did put maryland, ohio, massachusetts into the guide and i think that clouded things for people a little bit and they were unable to parse that apart so, you know, that's just a change from last quarter and every previous quarter how we got it before but i was just reiterating if we look at it, we absorbed the cost this year and launched in addition to the states, kansas and ontario this year and we started the year guiding the minus 875 million ebitda and 790 with all of those state launches not factored into the original 875 guide so not only did we fund all those from the same number, we actually

improved by 85 million we feel like that's a great year. >> what is the negative? i mean, you pull back from california in california every minute there was an ad against you, against gaming i don't get it give me -- i mean the revenue for the state is fun and i mean i know look, there are addictions to everything to everything but there are a lot of things worse than each government allows. i don't get it why wouldn't you win in california >> well, the ad spin wasn't based on anything like that. it was entrenched gaming interest i think you know where the ad spin came from almost around $200 million against us. so that's tough to beat the first time around on the ballot when it's a new issue and people haven't really digested it when you have that amount of negative advertising. on a positive note, california would have been a use of cash

next year if it launched so if it ends up being a couple years delayed or anything like that might be a positive thing given the market environment we're in but obviously, we're disappointed it doesn't look like california will pass this week and hopefully we'll see it happen in '24. as far as overall, we're in a crazy market right now i know you certainly have been feeling that more than anybody. >> yes, absolutely. >> you do this for a living and get it and, you know, as they say in the short term, the market is a popularity contest it's a voting machine and long term it's a weighing machine i tell my term every day down the road we will be valued on a multiple ebita and all that matters is maximizing that number and if we do that, we'll have the highest number -- >> total agreement that is what is going to happen. >> in an environment like this -- exactly. we have to execute and prove it. we haven't proven it yet we have hopefully shown we can both grow revenue and cut costs this year. we did that.

we're still a young public company been around 2.5 years and we have a lot to prove and in this environment where it's risk off, people are saying i'm going to believe it when i see it. >> yes, that's exactly -- >> it's a rallying cry and challenge our team to get it done. >> that's exactly what is happening. i'm glad you understand it for exactly what it is right now jason robins, ceo of draft kings. thanks for coming on "mad money." >> thanks for having me. >> okay. we'll be back after the break. coming up, we must be living in a material world. mp materials just reported earnings and cramer is on the job, next.

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high profile blowups take the rare earth minuerals producers with a spac merger this is one of the few spac plays i've been willing to get behind because it's a real business with real earnings and real scarcity value. they are a u.s. producer that's mostly hostage to china. sure enough, when they reported they shot the lights out like they've done every quarter since they became public even better, we got encouraging products understand that and in response, the stock correctly jumped 9%. so let's take a closer look with the co-founder, chairman and ceo of mp materials to learn more about the quarter and where his company is headed. welcome back to m"mad money." >> great to be here in person. >> great to see you. you have something to celebrate that america should celebrate. not just good numbers but you have a -- it's 2% to call it stage two. what you're doing is you're making our country's rare earth min

minerals less hostage to someone that may at any given moment cut us off tell me about it. >> we're building an american magnetics champion magnetics are important for electric vehicles, motion technologies of the future we can have the rare earth materials but the challenge is we have to get the magnets from china because north of 90% of the production is in china we're doing the whole thing. we're bringing the entire supply chain home. >> by doing that, you are doing a tremendous work with mary barea with general motors. she just texted me i said how is it going she said we're working well with them tell me about that relationship. >> it's an incredible relationship i'll let her speak for it because i -- maybe we can read the text out loud. >> i just -- [ laughter ] why not? i like what you're doing and i like people less hostage everyone knows that's how i feel you're looking at the person that wanted this as i told you early on, please, please, make

us indepen denltd. >> absolutely. they were willing to invest in the supply chain a multi billion-dollar supply chain will move overnight. it will take years it's a lot of hard work. the first part is a concentrated business and doing that. we're generating an enormous amount of free cash flow and then the other two pieces of that are the refining which we announced were beginning commissioning of the refining, which was a huge milestone for all of nus aus in america and tn take the materials and turn into magnets to supply gm and companies in the world to do what they do. >> before this, you had the best mind, it was just the company before you didn't get to the finish line but you had to ship them to china, which china has its way of dealing with you but it would be great not to be hostage. >> well, our view of it is we need insurance in the supply chain. we don't need 100% market share

but we need an american magnetics champion there are too many use cases it's too important of a down stream industry. we need one company to compete and five years ago when we took this over, this was a distressed turn around and startup at the same time and prior owners basically couldn't get this to the state. we now have the highest rare earth production we've had in the history of the united states of america we're operating well and in fact, jim, we're the lowest cost producer in the world of rare earth concentrate we make. we're not just doing this and generating cash flow we're really competitive out there. >> at the same time, our country is -- the inflation production act. we saw 45 x and 48 c and those sound obviously ly obtruse. >> it's the operating expense of

materials. our operations in mountain pass will benefit and that is a great thing for us and for all the people at the company. there is also 48 c, which will go -- which is an investment tax credit for advanced supply chain and so we believe will be putting in for that, as well they're still finalizing the rules. that's a 30% tax credit and we expect to grow substantially from here so we're making a lot of investments so we expect to benefit from that, too. >> when i first met you and learned about you, i said maybe they're spoiling the earth you spent a fortune to be sure that wasn't the case and i think you should tell people that might say another miner, i don't want it. they probably put arsenic in the water and destroyed the ground system tell them otherwise. >> i'm really glad you mentioned that that is core to the company and very important to us we operate in the state of california, jim, so you can imagine how stringent the

requirements are to be a miner and refiner in the state of california and we wear that with a badge of pride so to speak and when we mine, 95% of the water we usualize is reclaimed and whatever we take out of ground, we essentially return back to the ground but for the reare earths taken out of it it's a special operation and requires a lot of capital and we're making the investment. >> a lot of auto companies wish they were in the deal. is this exclusive to mary barea and gm >> here is what i'll say it's not an exclusive deal we're focused on doing an incredible job for g.m that is our primary focus because it not an exclusive deal you would ex spect we want to gw this business. we'll be a magnetics champion, jim. it won't be potentials but verticals, wind turbines, drones, robots, national security items we expect to build this champion and we have a lot of work to do

and have a lot of customers. >> people need to know i was skeptical and pushed back many times and every time i did, james founder chairman and ceo of mp materials delivered. thanks for coming on "mad money" will be right back. >> announcer: coming up, earnings are in for the cloud player stick with the stock or send up a flair? "mad money" will be right back ever wonder why they call it the american dream... and not the american goal? derek jeter! ...or plan? maybe it's because in drea, you can do anything. in dreams... you can hold your entire world in the palm of your hand. and turn time inside out... again and again. and you can do it all with your eyes wide open.

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welcome to the enterprise software apocalypse.

today alone, tulia plunged but even the companies that report really good numbers are seeing their stocks get hit hard. look at cloud flair, the content delivering network they reported a better than expected quarter on nearly every key met tric. they plummeted 18% to the point it's down almost 82% from the highs a year ago nobody cares that the numbers look strong because anything that looks remotely similar to this thing is getting crushed. i think cloudflare has a good business it's tough to call it cheap. if we want to bet on it, be prepared for the possibility of more pain. let's take a closer look with the co-founder, chairman, ceo of cloudflare mr. prince, welcome back to "mad

money." >> jim, thanks for having me on. >> i have to admit, i was surprised a billion-dollar run rate is almost rare $5 billion targets. to feel i have conviction, yet, the market doesn't care. can we ignore the market, keep our heads down and do the job? >> that's exactly what we're doing. the benjamin gram quote, we're building a company we intend to be weighed we have an incredible opportunity in the servicing amazing customers like ncr, ibm they aren't going away and depend on the network to make sure they're fast, reliable and secure every day. >> is there any company really of any significance is that saying it's time to cut back on psy cybersecurity because things are tough out there? >> no. >> just a no

okay when we start hearing things that such and such contract and things would come to a different level beating expectations, the lowest level is that how -- what do we do about the people in your stock who really think that what matters is what percentage you beat an estimate by? >> you know, i think that what we've done in the now three years since we've been public is really dialled in the business and understand that we can deliver on what we promise and that's why as we realize that the economy was getting tougher, we've buckled down and made sure that we could show positive eps and positive operating margin. it's why we're committed to being free cash flow positive in the second half of this year and it's why i feel confident we said in the earnings call we'd get to $5 billion of revenue in five years, that we have the business to do that. so the fact the beats get

smaller is a good indication we're getting better at dialing in exactly what our business is going to be going forward. >> when i read through the quarter, it was excellent that there were others that did miss. this was an excellent quarter. i found myself thinking maybe matthew will come on and say i have to do a pivot i have to just say right now i can have a profit and i must show that profit because i think that investors now are saying unless i have a ceo at the helm who wants to do that, i got to go elsewhere what do we tell those people go elsewhere >> no, we showed a profit on the operating margin and whatever anyone's expectations were on the guidance and committed to being cash flow positive this say business that can throw off a ton of cash and we are optimizing it over the next period of time to make sure that we can deliver that and that's what we're really looking for is how do we make sure we can

continue to generate cash to be in control of our destiny and that in combination with the billion in the balance sheet gives us a really incredible position to not only continue to invest in the business but really take share in the difficult economic times that we're in the middle of. >> so people at home don't think i have lacked in rigor i'm reading from last night's call we're confident we can deliver the margins over time but continue to plan to hold them near break even if we deliver exceptional revenue growth to me what that says is look, we're not going for profit we're going for revenue growth that's all i'm asking for because i was going for revenue growth i pushed for your stock because i like revenue growth and suddenly, i feel like i'm out of step with the rest of wall street. >> yeah, i think cash is the thing that no one can dispute and we are optimizing absolutely for free cash flow again, we've shown we have the levers to deliver operating margins as well. as long as we deliver

significant cash, i think that's the thing when we talk to investors, they're looking for and they're really optimizing for and cloud flair can develop significant cash while growing well north of the rule of 40. >> see, i felt -- exactly. i felt what should matter, call me really old fashioned is that if you wanted to avoid a terrible cybersecurity problem, go with cloud flair. and that is no longer what people talk about but isn't that what your business is? >> you know, fund mentally, every single day we're getting calls from customers who are under attack around the world. we're making sure that they stay available online and the cybersecurity threats have never been higher all around the world and i'm particularly aware of that right now where next week, we have an election in the united states and so we're focused not so much on what the stock price is doing on a day to day basis but making sure that all of the election officials in the more than 31 states that rely on us around the world are

or all around the country can conduct a free and secure and reliable election on tuesday and that's what our team is showing up for and we're confident if we do that for the u.s. government, we do that for all these great companies that are customers, 32% of the fortune 500, 18 of the 20 largest companies in the world are using cloudflare to be secure will get us on the path and continue to propel us to $5 million and beyond. >> that's why i have tremendous conviction that's what you're going to do and if people take more than a three to six month horizon, they will find out cloud flair is a business they should have bought now great to have you on "mad m money." >> thanks. >> we'll be right back >> announcer: coming up, cramer wants to hear from you, your calls on a thunderous lightning round, next.

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i labra-dore you round of a-paws at&t 5g is fast, reliable and secure for your business. >> announcer: lightning round is sponsored by t.dt.d. ameritrade. time for the lightening round, play this sound and then the lightning round is over. start with jeffrey in florida. jeffrey? >> caller: big boo, boo, boo-yah second time long time. >> second time, long time. love that. what's up? >> caller: what are your general thoughts on hasboro.

>> i like mattel more but i don't like toys right now. i'm a member of ally's army and they're dumping it let's wait for now mimi in virginia, mimi >> caller: hi, jim. >> m irks mimi, what's up >> caller: i saw your team won last night i'm calling from the commanders country. >> i got about $5. what's going on? >> caller: i want to know about conno health, up, down, left or right? >> the stock is destroyed when the buyers walked away but lurking so i'm going to tell you i think it's a buy michael in virginia, michael >> caller: boo-yah, jim. >> boo-yah, michael. >> caller: the stock i'm calling about reported earnings yesterday. fell 13% on the news so i started with a small position. i love the sector. the pet care sector. i'm calling about ztf.

>> i was surprised i felt that this was probably over sold so i agree with your thinking joe in new york, joe >> caller: hey, boo-yah, jim, this is joe from new york. >> go ahead, joe. >> caller: how are you doing, my pal? >> doing well. >> caller: you know how bad this year has been. this year is so bad that santa claus is going to bring the kids coal for christmas that's why i like btu. pea body energy. >> santa can't afford that going up too much. i think bt us u is right for speculation and that's how i play it. i need to go to mike in pennsylvania mike, mike, mike >> caller: thanks for taking my call pfizer spun off and up john merged with mylon and it's --

>> yeah, don't put that one on your mattress. i don't like those guys. i do think that j&j is going to spin off and that will be very, very good. let's step up in quality and go with the j and the j let's go to ben in florida, ben? >> c >> caller: are you still high onon staz s-- starbucks. >> i'm high onstar bucks i didn't hear that i'm very high on it and i think -- star bulk no, i don't like star bulk carriers that stock -- they sink or swim. good for them. i don't like that one. i like starbucks, okay i need to go to aaron in ohio, aaron? >> caller: jim, thank you so much for taking my call. i'm a first time caller and honor to speak to you from the buckeye state. >> thank you thank you.

>> caller: appreciate it i'm looking for your take on interactive corporation. >> a terrific man and that stock is so down that i have to tell you, i think that he is losing money but do i know that that stock has to bounce back yes. do i know from what level? no i think you're okay. i'm not done tyler -- i was with tyler the other day on the 2:00. let's go to tyler in california, tyler? >> big boo-yah from california, how are you doing jim? >> doing fine, how are you >> caller: doing great so i got shares in 2020 around 362 actually i'm referring some friends a few weeks later i reported quarter three earnings and within a month it was 850, quarter four brought it up to 12 last year we topped out at 3312 and since then i've been getting more shares on dips and now we're back to $30 and reported good earnings again a few days

ago. does mro -- >> march tathon is good. marathon is good join the investment club superior to marathon but marathon is a good company roy in new york, roy >> caller: what's up roy from the bronx boo-yah. >> boo-yah, roy, what is happening? >> caller: hey, jim, i have a question about the nike stock. >> yeah, nike is interesting because it reflects almost no upside from china other than today china reopening and a lot of downside. i don't think buying nike here is that bad. i don't like to buy anything up five is the problem. that's not what i like to do and that, ladies and gentlemen is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade coming up, no matter which end of the bar your favorite stock sits at, china is the straw that

stirs the drink. cramer explains, next. a kohler home generator never misses a beat. it automatically powers your entire home in seconds. and keeps your family connected. with a heavy duty commercial grade engine and no refueling, even when the power goes out, life rocks on. right now get a free 10-year extended warranty and up to $750 off.

why did so many stocks rally like crazy today it's all because the people's republic of china may adopt the pfizer bion tech vaccine to allow them to open the economy right now china is closed for business because of these endless lockdowns even though we got the incredible vaccines.

today president xi met with the german chancellor schultz and agreed to let foreigners in china use the biotech vaccine. this is the first time china is behind in any capacity which is unfortunate because the mnra is the only one that works. the others work like 43% of the time maybe this is the first step to introducing them to giving xi a chance to save face and walk back with zero covid policy and get the people back to work, which we all want. in response, all sorts of american companies with chinese busy the stocks take off ut oh, there is one problem. our government is in an economic war with china so you have to wonder where the communist party starts drawing the line about which american companies are allowed to do business over there if we start making it tough for them here. look, under the trump administration, we slapped tariffs on china for furniture and things like that to get them

to trade it was about trade, not national security different animal a lot of people thought biden would go easy on china but in reality, he's taking a tougher, harder line on trump as the commerce secretary explained last night on "mad money" our government is trying to starve china to make semi conductors for artificial intelligence or applications the goal is to prevenlt a super power that trumps us you can see what is going to happen with this chip that rimando pushed through congress. in exchange, they can't sell anything to china to provide much assistance to the military. u.s. businesses are being banned, that's right, barred from working at a host of tech companies in china to the point where they have to choose between their jobs and

citizenship. these policies hurt a bunch of stocks including nvidia, my fav but you can see the core bargain. if chip makers make stuff, the government will shower them with money while at the same time, they are separate them tselves from china and it wouldn't hurt to move business taijuan is our ally. and they're the world's number one chip manufacturer but that's how we got this real geopolitical risk because the chinese government won't shut off how they want to take over taijuan. of course, there is irony here there is a whole other group of stocks that are roaring today because of china's initial embrace of the biontech fvaccin. nike, estee lauder and same with ww w wynn resorts they do a ton of business over there and there is no national security angle apple stock was still down slightly today as it's a huge

employer in china. i wonder if apple might end up in the cross hairs of the hard liners looking for sanctions targets at the u.s. government keeps playing tech hardball. if that's the case, it could be a problem for my charitable trust because our attitude is you own apple, don't trade it. i think they're too big to be targeted by the chinese government china's economy is not strong enough to handle that level of job destruction but still worth something -- let's just monitor it i fear that like germany has become hostage to russia for natural gas. we don't want our company to be hostage to chinese sales consider it the ghost of christmas future than past in the nd, i don't know if our government's current china policy can stand can we deny them the best semi conductors sooner or later they will reta retaliate, something has to give i hope i'm wrong but given how the chinese communist plays, they like to play hardball, it's hard to

believe our consumer product companies won't ultimately get caught in the cross fire i always like to say there is always a bull market somewhere and i promise to find it here for you on "mad money. i'm jim cramer see you monday man: i'll print out a flight plan. ♪♪ we've got a flight plan ready to go. after 5,000, accelerate. mile and a half out. continue around. man: more than 1,000 feet long and anchored off the coast of south america, this is the latest entrant in the global race to secure oil. man: hope you enjoyed the flight. it is a monstrous piece of equipment. we have now been producing oil and gas for about 78 days. it's operated by exxonmobil, a globe-trotting behemoth that's changed the history of our planet. for more than 100 years,