>> i love that question we got options premiums have come in quite a lot. big news, i think buying puts makes sense. >> that does it for us see you next friday 5:30 p.m. eastern time for another show. don' my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends, i'm just trying to make you a little money my job is not just to entertain but educate and teach you. call me at 800-743-cnbc or tweet me @jimcramer. sorry to disappoint but man, if

i were betting against my own longevity, there are four weeks of the year i would put my money on and those are the four hardest weeks of earnings season when we hear from the big cap tech companies like next week. they gave us a clue with the dow and s&p gaining 2.5% but the tech heavy nasdaq dropping .59% driven by an immense and frankly bizarre short covering close out the bets high flying stocks lets them be crushed. this time wall street reacted positively rather than freaking out over strong macro data they called it this morning we had a fed meeting next once but in a bold change of thought, this market is reacting to individual companies than fed speculation in part because they didn't believe the fed might be done with gigantic rate hikes and will be less intrusive when

we try to pick stocks. wouldn't that be fabulous? let's drill down the game plan to figure out what is going on on monday, placity rains whirlpool and nxp after the close. whirlpool talked about consumer constrinlts. nxp one-time kingpin intel would have brought down the group including this one but money managers are wise so they use the weakness to buy the stock that goes up $1.50 i bet that bullishness continues. tuesday begins the nightmare the earnings galore. i dread it i want to rent a room where we are right now before i'm districting by anything including my wife orch kids.

can we space them out a bit? first is cat ercaterpillar. this giant machinery should be able to tell a story of infrastructure spending galore like newcore did nobody can touch cat because the fed meets next wednesday and will be raising rates but in this market, if cat tells a good story, people buy it nonetheless. i think exxon has a descent story to tell but not as good as chevron. chevron should never have been hit so hard and as i told members of the investing club at the morning meeting at 10:20 a.m. today, i would buy chevron here we get pfizer's results 3.7% yield tarnished by the association with the remarkable unsustainable set of covid vaccines and earnings that come for them there is much more to pfizer than that wall street seems to disagree with me united parcel reports. i'm concerned they might have a

union issue this year. fedex doesn't so i'd rather own fedex if you think e commerce will reaccelerate. we hear from intel's amd i believe there are many problems that plagued intel including basic chips but one of the problems is reallythat amd has a great portfolio and taking market share from intel and yes, eating their lunch wednesday morning, t-mobile reports. we'll see once again they're taking share from at&t and verizon. the stock will not be denied if a stock traffic jam isn't enough at 2:00 wednesday, we get the results of the fed opening market committee meeting there is a universal consensus they will raise by a quarter of a point. anything more will frighten us the decision not to raise rates might show weakness. the statement they will remain vigilant will allow the bulls to party on then we hear from meta, the artist formerly said known as

facebook is mark zuckerberg spending too much time? has instagram reaccelerated? the stock had a real run and while we own it for the charitable trust, we're not pounding the table, no way, no how. went from 90 to 151 today. one of the four hardest days of the year when we get earnings reports from apple and amazon and alphabet and a host of important companies in one session. the day starts off with eli lilly to give insight how it's expecting big demand for the diabetes drug once the fda approves it for weight loss. their drug could be the greatest selling drug of all time, which is why it's a big position for our investment club. when honeywell reports in the morning, i expect a clean story about aerospace and slightly difficult story about software and climate control. we own it for the charitable trust but honeywell can do with a huge balance sheet put up good numbers and make changes. after the close is when big tech tries to kill me there is apple we can concede they won't be

able to meet estimates because of weakness in china so the call will be about the future apple's future may not be big enough after this remarkable recent run this stock is going from 125 at the beginning of the month to 145 now. own it, don't trade it but i'm sure "fast money" will start -- they will short the stock ahead of the quarter they will try to make a few bucks. let them go make a few bucks i like the stock then there is amazon can't recommend it here because the company has way too many people on the payroll after over hiring during the pandemic and e commerce business is slowing why not sell it? if amazon does the right thing as sad as it might be, 100,000 workers ago, this stock will sore alphabet is taking medicine but it too needs to get smaller. it's not in the interest of the company to show strength when the government is investigating for anti trust but if it's a good quarter, they will certainly tell us. i'm not sure what to make of

starbucks given it's so powerful but anything to say about china that is positive will allow the stock to keep ramping higher, which is why the charitable trust held it and we're telling members we like it ford reports, too. the lineup of electric vehicles but the big caveat, the price cuts from tesla, make compromise the mack e pricing, the f 150 has reservations so i'm not worried. deckers, the parent, when you go to bed bath and beyond that is struggling, you see a huge amount of ugg. bed bath can't pay bills we know that i don't want to think where that inventory will go. it will hurt the stock of deckers. if that is not enough reports, we're hitting the road for the 20th back to school tour for the university of miami. it's back. big day for everyone that's university known as the u. finally, friday, we get to the end of the ownerous week when we

hear from regeneron and talk about drugs at it for the bottom line will it matter you can take pfizer, america and bristol myers. i like regeneron there are more important things than earnings on friday. we had the labor department's non-pharm payroll report and the presumption is the fed has an idea about the numbers before the wednesday meeting. who knows. if wage inflation is strong, the quarter point move will be criticized if it's weaker, we'll hear about the hard landing again but if they sneak in a 50-basis point hike, it will be totally unexpected and could repeal the rally even if they try to telegraph it ahead of time bottom line, after the tsunami of earnings and wednesday fed meeting, this coming hell week will be over wish me luck because i need it let's go to george in pennsylvania, george >> caller: how are you doing, jim? it's been two years since the meme stock mania kicked off.

can i have your blessing on a small speculative position on amc? >> amc, you're absolutely right. it's been two years. i'll bless a small speculative position i only do it for one reason. because you called it speculative. the movie theater business is not doing well michael in south carolina, michael? >> caller: hey, jim. thanks for taking my call. >> quite welcome. >> caller: really fun being a member of the club and this latest market. >> thank you >> caller: jim, one of my winner from last year had a bad week plunging 9%. i want to hear your thoughts on nextera energy following the recent revenue miss and complaints about the florida power and light. >> look, next year is a good company. this is a great long term situation. we liked it before it had growth utilities with growth are hard

to find. sam in colorado, sam >> caller: hello >> sam, you're up. >> caller: hi, jim, listen. >> sam. >> caller: we got to talk about one of the biggest corporate head scratchers. we have a fantastic company, stable cash flow generating machine which is adobe and they made a $20 billion acquisition of an unprofitable tech company sigma. $40 billion. i can't buy into adobe knowing they have this gigantic, you know, $20 billion delusion and, you know, it concerns me because this is exactly what happened to a company like ge in the '90s. >> sam, i got to tell ya i think adobe, i don't want to put it with gg but i didn't like the acquisition, either. i understand your concern. they put the deck out and explained it but for me, no, i

do like the company that is adobe. after the tsunami of earnings and wednesday fed meeting and labor report, this week will at last be over we got to go through it first. hey, on "mad money" tonight, a battle royal on "mad." the technicals and warren buffet backed stocks to the hot stocks to see who comes out on top and automation rocking i'll sit down with the ceo for an exclusive and the housing market is shaky but i don't know what does it mean for demand in lumber i'll sit down with the freshman warehouser and next week, the back to school tour returns. stay with cramer >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question tweet cramer #madtweets send jim an email to

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just look around. this digital age we're living in, it's pretty unbelievable. problem is, not everyone's fully living in it. nobody should have to take a class or fill out a medical form on public wifi with a screen the size of your hand. home internet shouldn't be a luxury.

everyone should have it and now a lot more people can. so let's go. the digital age is waiting. have the stores aligned for rockwell automation? after roaring during the pandemic, the stock pulled back hard the first six months of last year because of supply chain constraints. you know semihs and stuff. the chairs were expensive in the market with the high multiple names. in recent months, rockwell made a huge come back the stock got cheaper and they keep posting excellent returns they delivered a 50 cent earnings beat off a $1.96 basis,

9.9% organ i growth the stock is back to the 280s and i want to know if it can keep going if the fed endures a soft landing let not take it from me. let's check in with the chairman and ceo of rockwell an miimatio. welcome back to "mad money." >> good to be with you. >> the organic industry from discrete automotive of 25 and semi 20 and hybrid and food and beverage up 15 and oil and gas up mid single digits mining up 10%. how did this come together like th this >> all the mansion is never more important for customers across manufacturing looking to be more efficient, looking to incorporate sustainability and on top of that certainly these industries are really in generation investments things

like electric vehicles, batteries, semi conductor capacity, particularly in the u.s. and things like that. >> well, i don't think you're the only game in town but when i look through your conference call, you for instance ford's blue oval, tell us about that. everybody knows ford and so this would be the thing people that don't know your company really understand. >> so particularly in the u.s., we've had very strong market share for a long time. we got a great channel and we have deep domain effort in automobile manufacturing ford is a strong customer for decades and as they move to electric vehicles, the solutions are people, our expertise are a great fit for what they're trying to do. >> when i saw your semi conductor sales grow over 20%. i thought act the chips act. i don't know how we'll do that have you been involved or is

that you're further down the food chain >> no, we're already involved in a lot of these investments and traditionally provided things like the facilfacility's manage control system, making sure the clean room environments are clean, the right temperature and so on but we've expanded the scope of supply so the way for transport, the cybersecurity resilience of the facilities are great opportunities for us. >> do you think we're for real are we really going to spend the money and become a very important manufactureing for sei conductors again >> i think there is every bit intention. we're off to a good start. what will be crucial is developing the ecosystem around the basic fabs there is a whole ecosystem needed for us to make this stick. >> i'm glad you said that. one of the reasons why i know a lot left and to build in taijuan, the ecosystem is there.

we have to green field that. tell us about reshoring. that's a term we hear but we don't know who does it and how it happens. >> so, i like talking more about shoring than reshoring this isn't bringing things back to the u.s it's making the u.s. an out sized beneficiary and we're seeing that as people look at establishing redundant manufacturing, manufacturing closer to the consumer and the u.s. is the biggest consumer market for a lot of products so as they're directing new spending towards the u.s., we're in a great place to help. >> well, man, i thought it was interesting. you had an automation fair in chicago, there were 18,000 customers that came. what kind of customers are they? that -- i don't know ten years ago you'd have that. >> huge turnout. 18,000 was a huge mix of

customers and distributors and partners and employees because it's a great week for employees, many of which are new to the company to see what we're about. these are customers that range from individual contributors keeping technology running on the second and third shift and see what new things are coming out but also the sea sweep coming as we talk about participating in their digital transformation it's not just about providing the data from their manufacturing processes but increasingly about taking the data and through the software turning it into insights that extend the productivity and give the workers super powers to do more with less. >> i mean, i read about these different e.v. companies, the independent ones should i presume rockwell automation is in their plants? >> we're in just about all of these facilities to one extent or another

that would be hardware and running basic automation and while that value proposition is as strong as ever, we're adding new value and expertise and it's the consulting as they're marrying the i.t. systems with operational technology and additional software in those facilities, as well. >> you're doing a great job. remarkable time for the company. you have every thing that software and hardware. the software, blake the ceo, thank you for coming on the show. >> thank you, jim. >> all right "mad money" is back after the break. >> announcer: coming up, it's the workhorse against the show horse. cramer scans the fault line between warren buffet and fang, next

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now that we've almost reached the end of january, we need a way to look at the market for the entirety of last year, tech was the portfolio the nasdaq blown out. they have been putting up excellent numbers and the stock is on fire however, we got a new dynamic when january got rolling many beaten down tech stocks got a new lease on life. they came down so fast and the fed might not raise the interest rates aggressively as we thought. remember, they do talk next wednesday. remember, the most speculative stock is the worst it does with higher rates and there are a ton of speculative enterprises in tech and that's what happened with some notable exceptions i want to stick with the old school cyclical, especially after today. this is still a market you need

companies to provide real services at a profit and ideally return some profits to shareholders with stocks that raid at reasonable evaluations a mouth full but that's what we talk about all the time if you want to know more. tonight, we're going off the charts with larry williams the legendary technician we like so much. an expert in this space since i was a teenager which was a long time ago he wrote over a dozen books and proprietary and find them on his website, i really trade.com. and his recent track record, holy cow, spectacular, he called the covid bottom and perhaps everyone else was terrified we would never emerge and just so you know, he nailed the most recent rally i find the calls disturbingly accurate the tech heavy nasdaq is an index of show horses great at publicity but never been in a street fight which is why these companies struggled so much to adjust to the new reality where business slowed

down and nobody wants to give them money they never had a problem fundraising when rates were ultra low and ultra low for the great recession to last year in short, this industry has all of silicon valley's vir tues and vices. they spend like drunken sailors. while they can talk a big game, they can't always deliver. the good ones can but more bad than good right now. when times are good, wall street loves the show horses. no doubt about it. we had a tech bear market, the press threats them like the protagonist of the stock market. the times aren't good anymore. they're not that bad, really people have been talking good game they need easy money and the prospect of limitless growth to be investable. neither of which they have this environment. instead especially for the last few months, this market is dominated by what williams calls the workhorses boring reliable companies that put in the work and know how to handle difficult situations

because they've been put through them so many times take most of the stocks in the mighty dow jones industrial average or the kind of stocks warren buffet loves to own for burke burke shire math away. sticking with the workhorses helped him tremendously. what does larry think? is the first chart let's take a look at this daily chart of thes nasdaq 100, let's call it the show horse index they are poised to break out above the 200-moving day average. they did break out but williams points out we've seen this movie before and the nasdaq 100 bumps up to this level even crossing through it a day or two and then just right back down you see, this is actually like -- he thinks it's like this and that didn't get to here. suff

the trend is obvious he's not worried about the nasdaq because williams see the show horse index gets more attention than it deserves this is not the real market or the whole market so he doesn't think this can influence everything take a look at the chart of thi. unlike the ndx, the dow took out its 200-day moving average all the way back in november and by the way, that was right after interest rates and the dollar peaked and it is held above ever since. this is a good looking chart okay this has got a nice floor here williams finds this chart a lot more compelling. and hey, you can see the same thing in bumath away. it broke out above the moving average and tested the floor okay then came roaring higher again as williams sees it, berkshire is the leader of the path. this agrees with him

nice chart by the way, isn't it funny how bad heads and shoulders is that's the side that larry didn't give me williams is also a master when it comes to looking at the action of a period of time and seasonable forecast to tell you when a stock is likely to change course look at berkshire math away in black. he says the seasonable pattern is surprisingly strong and project as continuation of the current rally. you can see he extends that. that's the seasonable. williams likes to take the short term action and identify cycles that repeat themselves over and over again that does happen in stocks with berkshire he spotted an 18-week cycle about to turn positive at the beginning of february which of course, we're almost there good news for the workhorse stocks and warren buffet's portfolio including apple. meanwhile, when they do the cycle forecast, look at the charts this is about to take a turn not

for the better but for the worst. so let me give you the bottom line here. even though tech started a new year strong and crazy good today, the charts as interpreted by larry williams say you need to be wary of the show horses and nasdaq and bet on the workhorses i agree with him this isn't what you want to stick with the backbone of the economy because nearly all the devastation is happening in the so-called new economy. you know from members of the club especially i'm willing to bless some of the highest quality tech names that make a lot of money and do things and fit my criteria and even report give you money in terming of buying back. i don't want to miss those in the near term future, let's maybe forget about buying the show horses after the strike and right now, right now, you're getting a great price to send those horses to the group factory and stick with the workhorses and particularly warren buffet and berkshire math away trey in texas, trey? >> caller: picture this.

the year is 2030 and i'm cruising down the highway in my car. which stock did i buy in 2023 to afford a sweet ride, crowd strike or crowd flair. >> wow man, cloud fair is terrific and george is great at crowd strike. cloud fair i'll tell you why. this cyber area is very, very competitive. too much business. too many guys going at each other whereas matthew has a real good long term view. i'm going -- not that george doesn't, either. the competition is too steep where crowd strike plays let's go to michael in minnesota, michael >> caller: boo-yah, jim. >> boo-yah >> caller: happy friday to you. >> oh my no kidding i need friday. what's going on? >> caller: first of all, i'd like to say your staff is great.

>> they're amazing amazing. brought me flowers today for my daughter love them. >> caller: absolutely. considering the enterprise space right now, would you consider inces investing in snow flake now and perhaps a little bit on the dip? >> all right all right. let's talk snow flake. that's the great legendary frank who he built service now he's done so many great things and recently came on the show and i asked him about the forecast he said the forecast is the forecast and that won't be over because that's belichick person fo -- personifipersonified. i have to admit. i love it. tech started the new year off strong but the charts as driven by larry williams say steer clear of the show horses of the nasdaq and bet on the work horse and dow jones.

much more "mad money" ahead. after a tough year in 2022 a solid foundation i like the yield the opportunity to district a portfolio. what it could hold for the ceo and you know what i always say, this is always a bull market somewhere. i'll tell you why the moves in intel are sending bullish signals about the overall market i'll explain and all your calls in the friday lightning round ♪♪ hey dad, i'm almost out. i got you. any questions, chris? all good, thanks maura! there you go, one new inhaler! nice

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i have a fascinating story for you. everything that got crushed is

come roaring back. not just stocks but commodities, too. lumber is up 32% for the month that got me thinking about warehouses a real estate investment trust, one of the largest private owners as well as one of the top manufacturing of wood products in north america. last night warehouse reported a mixed quarter lower than expected sales in cash flow but better than expected earnings. not the best quarter but a 90 cent sup mplemental dividend in the end, i think the story is about the possibility of a soft landing. if the fed can curve inflation without wrecking the economy, the wood business can make a gigantic come back if not, it's difficult to own let's look with the straight shooting president and ceo to learn more about the quarter and what comes next. welcome back to "mad money." >> hi, jim, thanks for having me on good to see ya. >> i got to tell ya, this is amazing. in 2022 with the huge number of rate increases by the fed.

you're the second highest annual adjusted ebita on the record how are you able to pull that off despite the fact thefed di so much to cool the housing market last year >> yeah, jim, first and foremost it's a tesmtament to the terrifc people across the company that executed across a lot of challenges last year in the first half of the year, housing was remarkably strong. we did see that soften over the back half but really throughout it all, our folks just continued to deliver for our customers and execute on our strategy. so that's really the name of the game. >> i want people to understand that you are still investing you're buying timberland and trying to figure out when to harvest. how do you figure out the right time to cut and buy? you are probably the most important buyer of land in this country. >> yeah, jim, that's right you know we're the largest

private owner of timberland in north america. we have 11 million acres one of the reasons we built that portfolio over time is it's just slow and steady over time. we're in the market to buy ti timberland's year over year and try to stay disciplined. again we were successful and picked up nice timberlands in the carolinas. that's something we do year after year harvest is about sustainable harvest. we've been doing that for over 100 years. it's about matching the amount of harvest to the amount you grow to continue to manage the tum timbe timberlands for a long period of time. >> it's such a great return for your shareholders. >> that's right, jim we're under the second year of the frame work and after we pay out this dividend that we announced yesterday, we'll have been returning $3.8 billion of

cash back to shareholders over the last couple years. and it's premised on returning the vast majority of free cash flow back to shareholders. we have a policy that really is targeting 75 to 80% of the funds available for distribution back to shareholders and that's a combination of a quarterly dividend or sup mental dividend share purpose. >> that's fantastic. our viewers love that. we had den berry on recently and i was excited by them. i had no idea they were the driving force in this country for a carbon capture you've teamed up with them for co 2 site in mississippi and i've got to tell you, we did work on subsurf poor you are subsurface this seems like it will be gigantic. >> yeah, jim, this is a really, really exciting opportunity. subsurface rights across the ownership and a lot of

opportunity as this carbon capture technology ramps we did a transaction with in addition to petroleum last year. there are a whole host of other opportunities. it takes years to get up and running and get pipelines and permitting through as this comes on, this will be a nice business for us going forward and the first two projects should come online there 2025 or 2026 and more to follow after that. really exciting opportunity for us. >> are you surprised the sudden rebound and price of lumber when the fed is taking rates to the height that it has >> yeah, jim, if you look back, lumber prices have been volatile we've seen extreme highs and the back half of last year, lumber prices fell off dramatically particularly as we got into the end of the year. a lot of buyers, dealers,

distributors lowered level because of the uncertainty around housing as we got into january you see replenishment of inventory and really over the last few weeks, we've seen a few hints of good news with home builder and mortgage applications starting to pick up as well as the mortgage rates have come down. so i think maybe there is a little more optimism today than a few months ago. >> you follow the mortgage rates and lumber prices. i imagine you follow international because you've got to deal with china regulators, giving you a hard time there are many different vari variables. what are the most important things you look at to determine how much you'll harvest? >> from a harvest level standpoint it's based on sustainable harvest levels so we have projections out over 40, 50, 60 years in terms of the rate at which our trees are growing so we're matching the yearly harvest to the amount of

growth that stays pretty sustainable over time. you know, in terms of the international markets, we have a large market into japan. there is also going to be an opportunity for us to ramp up our volumes to china as they come out of their lunier new year so we have a lot of opportunities both in the u.s., north america, as well as international primarily asian markets. so that is really good for us just to have options to send our products depending on what is going on in any particular geography. >> when you were on last week, a lot people ask about the growth characteristic and i think you're doing a terrific job and that sup mental dividend is fantastic. president and ceo of weyerhaeuser thank you for coming on the show. >> terrific, thanks, jim. >> "mad money" is back after the br break. >> announcer: coming up, cramer takes your calls and the sky is the limit. it's a fast fire lightning round, next.

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when you stay at a vrbo you always get the whole home because is it really a vacation home if you have to share a house with a host? ♪ only with vrbo it is time, it is time for the lightening round what is that stay the name of the stock and play the sound and then the lightening round is over are you ready, ski daddy time for the lightening round. we'll start with charles in texas, charles >> caller: he low, jim boo-yah. >> charles, boo-yah. >> caller: i'm a club member in texas. >> excellent. >> caller: i'm calling because i don't know if i should buy more,

sale or hold end phase >> end phase is one of the favorites. ben and i are always talking about it we think that end phase is the future i know it's come down a lot but still good it's still good. absolutely let's go to glenn in florida, glen >> caller: hey, jim, thanks for taking my call appreciate it. >> of course. >> caller: appreciate your insights on the market. >> sure trying >> caller: i have a question about l 3 harrison is this a time to really get in deep >> everybody suddenly turned on the stock at the exact wrong time they reported a great quarter supposed to miss the quarter the stock was up 15 today and i rarely do this, it's still a buy! because so many people are betting against it and they're wrong. let's go to robert in california, robert >> caller: boo-yah, jimmy chill. how is it going, man >> man, i'm chilling this weekend on sunday. what's going on? >> caller: that's right. i'm waiting for the eagles

niners game. jim, i'm wondering i bought dutch bros at 32 own or wait? >> wait, wait, we still see wage pressure don't forget we got burrito. it's burrito season. chipotle needs 15,000 people let's go to rick in pennsylvania, rick >> caller: hey, what's up, jim, how are you doing, bud >> doing well. how about you, partner >> caller: good, good. i got one i think can make some people some "mad money." fetch. farfetched, fetch. >> this is crazy this is the second time in 48 hours that i have heard about this fetch and the first time i called it fletch we have to do fetch. i'm putting fetch in maybe for when we go for our college tour. that's how much i want to know about fetch. okay let's go to -- oh. let's go to tyler in california, tyler? >> caller: boo-yah from

california how are you doing? >> sounds like a family boo-yah. perfect. my watch is off that says i'm too loud that's me. i said i'm 90 decibels it said be careful, you're 90 decibels it warning me about me go ahead >> caller: i'll make it quick. should i pack up and go on buox >> i think you made the money in box. move on. you have a nice gain here. let's get something. you know what? i'm not kidding. i'd rather be in nvidia because i've been chatting all day with nvidia and loving the chat we did a poem you can actually see it if you're a member of the club we did an oh to the mighty dow jones average. fabulous let's go to -- if you're a member of the club you can see it it's worth the price of admission. don in new jersey, don >> caller: yes, sir, big boo-yah from new jersey, jim.

>> hope it's southern jersey sounds like it with the accent what is going on >> caller: yes, sir. hey, madvantage auto parts? >> buy my car is 17 years old i'm saying buy, buy, buy let's go to john in new jersey, john >> caller: hey, mr. cramer thanks for taking my call. >> john. >> caller: how are you doing >> well. what's going on? >> caller: yes, listen, i need your advice. please let me know what you think about se. >> no, no, we think -- let's just -- i'm going to call that too complex for me how about that too complex. let's go to michael in maryland, michael? >> caller: boo-yah, jim. how are you? >> boo-yah, michael. what's up? >> caller: calling about origin

materials. shoutout to john birmingham. you said -- >> first of all, they're in west sacramento where i used to live in my car. it was a dynamite neighborhood i don't know this is carbon neutral or origin materials is another one. we have to do work i like it. i like what they're up to. i like anything that's recycling. i like anything that's carbon negative is on my team i'm on the carbon negative team. me and them. okay let's go to henry in colorado, henry? >> caller: mr. cramer, thank you for having me on your show. >> of course. >> caller: just wanted to get your thoughts on an investment club holding that got beat up last year and been consolidating since depth. buy, sell or hold bhc? >> we have that a retainer basis. we simply don't know what to do. they don't return our call

if they want to come on air, we can figure out what we should do in the stub position but right now we're on the ex nay because they won't tell us what is going on and that, ladies and gentlemen is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by t.d. ameritrade coming up, should the famous slogan change to intel outside what gives find out, next is more than a trading platform. it's an entire trading experience. with innovation that lets you customize interfaces, charts and orders to your style of trading. personalized education to expand your perspective. and a dedicated trade desk of expert-level support. that will push you to be even better. and just might change how you trade—forever. because once you experience thinkorswim® by td ameritrade ♪♪♪ there's no going back. [office sounds] ♪upbeat music♪

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when intel reported a disastrous quarter, as always it presented its own problems as industry wide with a company doing it's best in a tough environment. this time the environment is tough. intel's ceo described the chip market that is glutted until it was the king of the group and wall street takes its word as face value even though the current intel lost its way a long time ago and can't come back as fast when they opened, semis were crushed including direct competitors amd and nvidia not itch implicated by name if intel is bad, everybody else must be getting hurt, too. that's not true and hasn't been true for years nobody seems to recognize it or at least they didn't until

today. see, something crazy happened. something i never thought the market could do. it distinguished truth and fiction on intel's conference call amd and nvidia started rising with invade ya rallying hard because the ships are the platform for the chat gpd like artificial intelligence. intel's problems were intel's problems and while i can't guarantee amd or nvidia will report good quarters, the market is assuming they will follow the lead because portfolio managers recognize the difference between intel and the rest of the group? maybe. what is happening is more powerful since october of last year when the dollar and interest rate peaked, this market got more bullish. the entire industry based on single numbers it is in a word, yeah. bullish. it's what a bull market looks like and many people seem to be fighting or saying it's the end of a tightening cycle or you can buy anything one, it's not the end of a

tightening cycle and if the fed talks tough on friday, which they will do, you should sell everything but that's wrong instead, the take away should be that maybe intel is doing poorly for intel's reasons. the semi business is in rough shape but intel is bad and in a bull market one stock can't pull down an entire sector. the etf goes away. money managers don't check the brains at the door anymore a slew of earnings reports when it's not perfect. don't sell and maybe buy apple after it settles don't extrapolate. this company and creator are generous most important, if you're about to panic when jay powell talks tough, remember, that's his job. there is still plenty of wage inflation even if many indications are going the right direction. unlike 2021 or the first two thirds of 2022, we've got a real

bull market going. make a shopping list of the best quarters you've seen and get ready to buy the stocks, not sell them. think of today when the semis rally despite intel. that's this market's site geist. don't fight it join us. there is always a bull market somewhere and i promise to find it here on "mad money. i'm jim cramer see you monday male announcer: tonight on "undercover boss," renee maloney, co-founder of painting with a twist, goes undercover in her own company. -no. -i'm gonna go undercover. it'll work. announcer: while undercover... this is lovely savannah. all: hi, savannah. announcer: this michelangelo of marketing... this is ridiculous. announcer: will meet the people who make her masterpiece work. -calvin, when's lunch? -lunch is when you finish. -you got it? -ugh, yeah. look, here's a whole nother stack for you. announcer: she'll take center stage. y'all want to hear a blonde joke? yeah! okay, so she's in, um, um...