>> dan >> yeah, i'm bearishly positioning in the xlf but i think you can be that way in the kre, that's the regionals. >> and stocks in general >> thanks for watching "fast money. "mad money" with jim cramer star rhtowtsig n >> >> there's always a bull market somewhere and i promise to help you find it. mad money starts now. i am kramer welcome to kramer. i'm trying to make a little money. my job. if you're so sure the market has gone lower then that's a

question i've been getting conflict ever since i tell people i really don't care for the market right now. both for the show and for the cnbc investing club. especially here on days like today. dow tipping 102 points. and the nasdaq lost 1.2%. i can understand the concern. how the heck can i say i like a bunch of stocks yet don't want to buy them. how can i tell you a company is terrific but warn you against buying the stock here. these are very good questions that's why tonight i recommend sitting on your hands right now. even as i understand the compulsion to do anything. at times like these when we watch the stocks of so many good companies go down and some with real velocity. first i can tell you we did sell some stock from travel chest last week turning some.

cosco and lindy. we felt we were being greedy. in late may and early june before we really start worrying about the market, we saw some meta-platforms. we told investing club members that polls make money and bears make money but hogs can get slaughtered. i realize when i mentioned that i have been driven that home plate it's okay to be bull or bear but not okay to let your winning positions right without ever take being it off the table. sometimes you have to make a judgment call. this is tough. tough stuff but the great deal of money in the stocks. up 92%. up more than 86% and 80 percent over those little elect. it would have been pure greed to take something off the table. i don't usually like looking at my cost basis or the average

price you pay for your position. i don't be influence where a stock came from or focusing on where it might be going. this discipline and it is a discipline keeps me from saying about a stock that say went down and came back up again. we just got back to even. so let's sell, sell, sell. a common mistake many of you say. doesn't matter where you bought the stock but matters where the stock is going. i don't want that price impacting my judgment anyway if i can avoid it. that's why i used a white of the cost basis of my stock when i used to use whiteout. i have got an increasing wary of how some of these stocks have rallied. the moves were relentless and at the same time i felt the decline in the volatility index and demonstrating high level of complacency among investors. i also didn't care for the

senate. all these fed officials when trouncing different things this week, often contrary to what the fed chief powell would say including today when he spoke to the house of ruth sinners. you tend not to make a lot of money when these fed heads are running all over the place speaking different points of view. and i knew that was bad for business. i told you so many times. when it looked like the market would be week and i checked with larry williams who helps the show great wheel -- only after he sold those stocks to look at how much we've made. just intuitive it was time to take something off the table. that's what i want to introduce you tonight. it's okay to take something off the table after a big run. something off the table. you don't sell everything unless there is something fundamentally wrong with the company or the entire economy right now. and neither is the case. and telling us how to play role

artificial investment. so nothing is wrong. but i figure if we took something off the table and raise some cash then we would be in good shape if the market sells off like i expected to. the trash would trust would have fresh ammo to buy our favorite stocks at new, lower better levels. we had three days of assault so not feeling piggish. we are currently no man's land though. not high enough to just buy me commercials but not low enough to just buy anything. i want to wait for a better opportunity and we can wait. there's no clock on us. why am i sure we are not low enough yet, because the market oscillator when we arrange for it for investing members is slightly overbought and i'm in no hurry to take that new raise cash of the sidelines until we actually get oversold. i've been consulting with larry williams that wall street seems a tad too complacent and i feel like maybe you do. plus, case in point is ge

healthcare. i like the stock very much. the trust owns it because we understand there's intense demands for the diagnostic machines like mris. but you can't just say you know what that we should buy some right here right now because the market is sweet and the stock is really running. let's make the position bigger. that's bush league thinking for you don't wake up one day and say let's by ge healthcare. no, you need to know if something's happening that's positive or bigger sellout that gives you a much better price to buy. and we don't have anything like that either right now. finally looks look at the elephants in the room. the magnificent seven. amazon, apple, medical microsoft and tesla. these are all market leaders. and that's what where we've created this. unfortunate realities playing out like the movie because for several days all but nvidia and tesla have been rolling over. today was the first day they

got to them. the whole team went down. in all my years of training i know you don't just get one day of selling with these kinds of leaders. history says you get a few days of selling and during that time, there will be a sense by many people that will come on tv that they are finally done and over and stick a fork in it. i don't think so but that is what you hear. if you made some sales like i told you to do, you don't need to be eager to put that money back to work and you can watch the leaders roll over for a few more days and not just wing it every pitch. right now you can keep your bat in the shoulder. maybe we have to buy. online i just told you that we are waiting. often the hardest thing to do. but many times the hardest thing to do is the best way to make a lot of money. joe in connecticut. >> hi, jim. i recently sold wendy's because

-- what's your thoughts on that. >> to tell the truth i kind of like wendy's. a good yield and doing pretty well. i think it's the cheapest of the fast guys. you don't have to buy it back but i'm very pro-wendy's. david in new york. >> hi, i was going to talk about sam adams. >> geez, that's a tough stock and they been missing a quarter and maybe this is the moment where they won't miss the quarter but next week constellation brands reap ports and they are interesting. a lot of ants like it but they have been a beneficiary is love stuff involving politics involving beers. and i leave it at that. alyssa in new hampshire. >> hey, jim. i have a question regarding oracle. >> yeah. >> i bought it at 39 several years ago and i'm wondering, should i continue to hold it or is it time to cash it in quick

>> we have cross discipline going. on one hand i want you to take at your cost basis and then you can't lose money but i got to take oracle on a fundamental basis. i'm debating whether to put it in the bullpen that's a good that quarter was paid let's make sure we can't lose any money but understand oracle is doing incredibly well across disciplines. >> admin in north carolina. >> good evening. longtime listener and followed her follower. >> my question is about shop off i. i have a regen large holding in it in the past couple months i have been slowly converting into cash in my accounts. some of the stocks are sold out completely while with shop and a few others, i've sold a couple hundred shares at a time and every time shop went back up. now that doesn't bother me. i think you can make two mistakes, critical mistakes, one is selling too soon.

one is holding too long. of the two i'd rather sell too soon. >> i think that's right. the problem with shop is it's doing incredibly well but you have made good gains and i think you've done the right thing. you scaled down on some stock and that's what i advise but that's what i'm doing tonight and i think you've done well and i think you for the call. listen, if you're having trouble deciding what to do next in this market maybe the best thing you can do is wait. jay powell is doing that with the bed. it might not be easy but it could make you a lot of money in the long run. with the seniors docs sore and we will see if that will continue. and you called and asked me about vera mobility. wasn't too familiar with it so tonight we by the co2 tells more about the company work could be headed. and yesterday on our visit in

michigan for ford we spoke to team rubicon about how this veteran led humanitarian organization is poised to benefit from $5.8 million investment from ford's philanthropic arm. stay with jim cramer. >> don't visit a second of mad money. follow at jim cramer. or an email at mad money at cnbc.com. or call us at 1-800-743-cnbc. go to mad money.cnbc.com. ♪♪ at morgan stanley, old school hard work meets bold new thinking.

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with comcast business, advanced security isn't just possible. it's happening. get started with fast speeds and advanced security for $49.99 a month for 12 months. plus ask how to get up to a $750 prepaid card with qualifying internet. last week i got a question from chad in virginia about vera mobility. they make technology for the

transportation energy. helping local governments manage traffic. including law enforcement. i told jed seemed in training because i wasn't familiar with the business i needed to do homework. vera.x when it 138% per year at an all-time high. i invited them to come to the show to tell the story. let's look at david roberts who is the present ceo and will learn more about his company and red-hot stock are welcome to mad money. >> think that maybe it >> i'm thrilled you watch the show. the viewer was very intent on his question. i felt the same way. i think you have this kind of great mosaic of businesses that are very recurring in revenue and maybe could share with our audience that vera has been up to. >> happy to do so. we are leaders in smart transportation. we serve multiple customers

segments. we work with commercial fleets to help them handle access to things like toll roads and process violations and even register their vehicles with local dmv's. we do that around the world. we also the number one provider of automated enforcement so we work with local municipalities around the world on their safety initiatives including right there in new york city. we also work with universities around parking and parking management, helping students and professors and visitors have access to things on campus to be able to pay for those and manage all the infrastructure in between. >> on tolling, avis and hertz are customers. these are fabulous customers. so when i rent a car and i passed the tools, would i have contact with vera and what i know it? >> you would but you would deathly not know it. everything related to and everything that happens related to a vertical tolling expense is outsourced to us so everything from that box being up in the window to when you run through the toll reentry

and we charge your credit card for the toll and we pay the toll on your behalf and make sure he gets on your bill at the end. if you have from suit talk to our call center. it's all outsourced to vera mobility. and when i look at what thing they seem to think you do not have a large interest in the market. i read the other way when you get into florida or new york, those are thought leader states. i would have them believe that around the country there could be a lot of money saved for taxpayers if they hired outsourced it to vera. >> i totally agree. we were excited a couple weeks ago to open up new legislation within the state of florida for school zone speed cameras which is a very purpose built enforcement that protects kids and asked people to go slower in school zones which is a reasonable proposition. that really opened up a large aperture for us. we have been operating in florida for over a decade now and that something like a $60 million total available market for so for us and our business,

that's fantastic. i would certainly disagree with the analysts on the call. >> can you name an instance where safety legislation was ever rolled back? >> yes, i think in the early days of the market where red light camera was kind of the real enforcement mode at the time and there are probably instances many years ago where there were a lot put in and there didn't seem to be a clear reason. but when anderson shifted to what we call purpose built. which means we want to protect a very specific type of asset so kids in school zones. kids on school buses did those are really where it has trended but in the past places like texas had legislation that got rid of enforcement and that was four or five years ago now. but we have opened up more legislation in the last two years then we have in the history or since i've been at the company which is always nine years. >> that make sense to me. human life we're talking appeared universities. they are all fighting to make it so that one day we won't get

to 100,000 per year and they are finding that the 80,000 level which is unbelievable, is a line in the sand. how do you help a university maybe save some money? >> the way we do that is would probably just make them more efficient. when you think about all of the unique parking instances that happen on a standard university campus where you have got students, you have got faculty and you've got administrators and visitors coming in, that creates an enormous amount of congestion and challenges so by working with their mobility and are subsidiary which is called t2 systems we give them a one- stop shop to manage the assets but we put in the hardware. we can collect payment via mobile device that we give them a one-stop shop that makes them more efficient and ultimately creates a better parking experience. >> you have $1 billion in debt. to amend dollars you taking in castle. to have to worry that you need to do an offering.

you brought back a lot of stock at great prices and is that something you could do appear and pay down debt or is that not your scene? >> that's a great question. we have historically operated the business at about 3 1/2 times leverage given the overall cash flow generation capabilities of the company. in the most recent in the last 12 months we redefined that through a three times leverage but we will beãmake assuming the stock buyback or no acquisition, we will be below that by the end of the as we talked about that publicly. i think we sit at a very good place. we are capital distributor so we will always look for the best opportunity for shareholders if that is a share buyback or paying down debt. we have done all those things in the last two years where we got companies, pay down debt and repurchase shares. >> if you pay down more debt and still sell one more kind of telematics vertical. would you snap up what you can

because i really love the mosaic and if you can on the space, i had lexical conferences, they did this with a large company because they kept buying it i couldn't believe the size multibillion dollars. could that happen to vera you think? >> applet. we look across all the segments and operate around the world in 17 countries around the world and look at how do we use our balance sheet and the best most responsible way to increase shareholder value and there plenty of targets available in the valley is because of the cash flow dynamics of our business, even in this sort of unique market circuits is where the cost of capital have gone up we can still be a preferred buyer because of our ability to pay down debt so quickly. >> i'm interested in your company. this the kind of company i love to bring attention to unmanned money because you can go on and on and then you get bigger and more animals will come in. you have a stock that you use as a currency and roll up the whole industry into a great job. i'm really saying it's great to meet you. david roberts the presidency albert mobility. thank you.

>> thank you. >> mad money is coming back everyone. >> coming up, spotty cyber security could rock your world. i rl. jim cramer has you covered from a-z scaler, next. technology lets you monitor your pet when you're not at home, but to monitor threats to your hybrid workforce wherever they are... you need more than technology. you need cdw, who gets to know your business and can design and deploy custom solutions, with pre-configured hp notebooks with hp wolf security.

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people complain this is narrow market. led by relatively small number of tech stocks but but let's not forget many of these tech stocks have done incredibly well. see scalars, the cloud focus cyber security outlet. we like them for long time. blaming broader troubles. see scaler announce a magnificent set of numbers in early may and raisings for the forecasts and did so substantially. the company had fourth-quarter results with numbers already raising expectations and raise the for your forecast again.

see scaler stop has raised. we need to figure out how they are pawns up and let's check in with jay who is that cofounder and chairman of z scaler. he's was in vegas at a conference last night >> i appreciate the update. great to be back. >> there are so many companies that are struggling we hear so many competing tax say it's elongate. we got to go through a lot of different people. i don't hear that from z scaler, why? >> we built a very clean architecture to take companies from olds cool to go to to better architecture. everything is better cyber security and every company needs to save money. is he scaler does both those things. >> when i look at your excellence debt, it talks about displacing what seems like is more expensive but still legacy software so there's a good roi that brings you in an essay. >> so even if you offer good

cyber, if you don't have good roi and you don't have good savings, projects get stalled. so is he scaler removes lots of products. it's a platform. it basically combines them and eliminates them and that's why ceos thought like us. it's a seesaw. >> we always got firewalls with a way to stop things. vpn to protect us but that's no longer the case. >> that's great. firewalls and vpns become like mainframes. build a firewall for a while but this new world of cloud of mold lady you don't need a firewall. you need a switchboard that connects right party to write party. >> i read about your company. see excel. chief experience officer, why do they matter and who are these people and where they report to and why do they make

such important decisions for you. >> see excel, the way we use it is for cio, cto and all of them together. they are all involved chief experience officer is becoming very prominent because user experience matters. if users aren't happy then nobody is happy. so our technology makes users happy and makes cc all happy and cfo happy. lower budgets and safety and all good for sea level leaders. >> may be the government but you got this achieve this fed ramp authorization. clearly a boon for your company. >> it is. it's very good. it takes a long time to go to federal certification and we spent five years to do so. now 13 of the 15 cabinet level agencies are our customers. they all start small but now they're expanding and growing. it's helping us but i'm not

really just happy about the business but am acting more excited about the national security. at the end of the day national security of purses and federal government security is fundamental to us. >> let me ask you. we have had palo alto on a number of times. they are doing what what. you are doing quite well. i'm sure sometimes you go head to head. is there room for both companies? >> of course. there's plenty of opportunities. they got one focus area and we have a different focus here. we were designed for 0+ architecture and they are designed to correct servers and firewalls and i like technology. >> that they use a i like you to both of you use it for a lot more than the other companies jumping into the fray. >> so artificial intelligence must be used by every company. companies who don't use a.i., they were with her way. but with the most important piece for a i is the data. of the logs. we as a 0+ architecture z

scaler have better logs than any other security company out there. these logs tell who talks to who. this allows us to figure out any reconnaissance activity the bad guys do. it starts with reconnaissance and they get in and then do ransom where unlike that's where we are better than any other company out there. >> you do better work at our president has been saying that there has been spying by the chinese on us. i have to believe it's not the typical james bond spying. it has to be in your world. are you catching them doing this stuff? >> we are seeing heightened reconnaissance activity especially by china and russia. >> you are seeing it? so when the present, that china there is justification for? >> reconnaissance is happening all the time. the question is, where do they go next? and everything starts with reconnaissance and many of the agencies are doing a good job,

exit. our country is stepping up but they need to step up more. >> but should we say look, there's 10 instances that the scaler found without giving the exact information, that shows you how obvious this is. stop it, you are leaving a trail. it's not just the sky balloon. >> every country does reconnaissance. it starts from all sides. >> and also zenith live. what was the experience live and can business continue judging from that trade conference. >> we had a large number of cios getting on stage talking about how wonderful their transformation journey is. their customers such as carmax, cio, who talked aboutãmake >> carmax. the smart guys. >> it's all digital business. and many of the large companies

spoke about their journey because other leaders want to learn from them and go through the same type of journey as well. >> i understand that. i recommend you and also palo alto. you do an excellent job. this is the ceo and founder of z scaler which is a remarkable company and a remarkable stock. >> coming up, non-profit team rubicon provides disaster relief worldwide. can a partnership with ford take them to the next level? >> they bring innovation and cultural alignment. they bring a presence across the country. >> stick with jim cramer.

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i was visiting ford in

dearborn, michigan. they have a film that philanthropic arm. they're making $5.8 million investment in something called team rubicon. veteran led, humanitarian organization that serves committees it by natural disasters and other major crisis. ford's investment is $2.5 million contribution to the team rubicon ready reserve fund which the organization trips to communities impacted by disasters as well as a donation of 17 vehicles f1 50 scott electric 150 lightnings and some super duties and broncos producer in between discussions with ford management, the final test track and the tour of the production for the, we talked about this impact of the steerable investment with team rubicon ceo art de la cruz. look at this. >> welcome to med money. >> thanks for having me. >> it's great your hair. i want you to talk about the exciting news you had with ford. this partnership has been going for a while but some really

terrific things in the team rubicon power bike for just announce. tells what it means. >> an amazing partnership that will be an enabler for 170,000 veterans and first responders that make up our volunteer corps. ford and the ford fund has donated 17 vehicles and $2.5 million in philanthropy that will allow our volunteers to get to communities across the country for years to come that are impacted by disasters that allow us to help them on their worst day. >> imagine when you have been in these, it's good to have power and good to be able to make things that are working and that are electric and that something that is provided with these vehicles. >> that's one of the unique things. it's not that delivering a pickup truck. it's about dealing a base of operations. as you are powering your set here, we will do the same thing where we will take trucks that have pro power on board.

essentially a generator on wheels and committees that are disconnected from the grid by hurricanes or tornadoes, we will be able to connect them and connect our volunteers. power tools. all sorts of enablers beyond this incredible machine on four wheels that will allow our volunteers to service them. >> there was a 13 part series and it looks like the people come in and do good things. it seems like you guys have a problem with that. that you like to stay in there until the problem is fixed. >> the reality is, disasters take a long time to recover. we actually had the ford in team rubicon teams in houston and detroit. detroit those homes had been flooded two years ago and the home they are working on in houston was flooded by hurricane harvey in 2017. it takes a long time and it takes investment and vision and commitment to put these guys back together. >> you hear investment commitment, i think that's.

and you guys are a bit organization. how about you? >> i'm a military veteran. i spent 22 years in the navy. the country made an incredible investment in me is my belief just as my colleagues that joined me and being able to serve communities after disasters is another way to continue to serve and payback of the nation for the training i received. >> i got to tell you, i think people are watching and they're thinking that it is a great service that you do and especially they need to know that you are not going into areas that have all the services. you are dealing with people in underprivileged areas to begin with who are underserved and not helped. >> that's our party. to find those that need to help the most. so we will look at things like the social vulnerability index. we will help people that are uninsured. we actually had 74 operations this year already had over 80% are uninsured and another 12% are owned underinsured.

volunteers give time and energy and partnerships like this with ford that allow us to serve them. >> so you take the vehicles and you go get two more places than you would otherwise. rebuilt some homes? >> these trucks will enable us and the broncos which are made in this amazing plant. our ability to take these throughout the country before, during and after disasters is the real key to this partnership. it will help us train people when a disaster strikes. it will help us get people and equipment into the field and afterwards, as you mentioned, these trucks will be powering tools that will put houses back together. if we do it right, that investment really pays off because families are back in their homes and for years to come they feel safe and secure. >> i want you and i said that you could do anything for you were a pilot, right? you had your choice of being a top gun pilot. you could have done anything. what made you join team rubicon. >> i think it's about continuing to serve. and i'll tell you in an organization like this where you can have purpose, a missio

, you're surrounded by colleagues and i will call them a committee. and i think it is who i am and it is where i love to be around people of like-minded people who can recognize there is a lot to do in this world to make it a better place. >> how did you get affiliated with ford? >> i think ford, to be honest, i think ford identified us as a partner and we identified them as a partner. i would like to think we pursued them as much as us because they bring innovation and cultural alignment. they bring a presence across the country in an incredible longsleeved history in being part of the committee and surveyed. >> i think a lot of companies do great things and have an agenda which is not for a particular issue but to help people. when i listen to what you are talking about and what ford is doing, it makes me feel better. what a country we are that was paralyzed and a little angry. i'm trying to figure out what his team rubicon doing wrong? if some is a great team

rubicon, maybe have issues. >> we like to say that people treat each other the way they do after a disaster when it's literally on all hands on deck. i don't care where you came from or your history but let's just help one another. what's unique about these partnerships and this commitment is it's happening before that disaster. we are building a winning team that will be ready to win the game when they blow the whistle. >> so when i see these disasters and their unfortunate and i see them on tv. should i be looking for you in a team rubicon ford in the background? >> i will do everything i can to be behind the wheel or in one of the seats. wherever that disaster might be. my hope is across the country you will seek these unique and incredible operating bases on wheels that will be there ensuring that people who have a commitment to service will be there helping people on the worst day. >> i bet you inspire person. you're just one person but you are more than that. >> he is the ceo of team

rubicon. mad money is back after the break. >> coming up, what's on your mind? give us a call. the lightning round is storming the nys e. >> next on last call, the ftc goes after amazon prime. is a wider crackdown coming against questionable subscription packages?

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and a personalized plan built on insights and innovative technology. you get grit, vision, and the creativity to guide you through a changing world. ♪ it is time. lightning round. are you ready? bob in ohio. >> a question of a former

employer. bws technology. >> i am incredibly intrigued by company because i like how they do business. i would do more homework for you and that might be the way to go. let's go to mitchell in texas. >> i have been watching the show and investing since i was 16. i'm going into the finance world now because of you. thank you. >> thank you for pointing that out to our viewers. i love it. how? >> yes, sir. i know you don't like this industry but the stock is 22. what do we think about bti? >> it is a cheap stock. i like things that the morris is doing. i think bm has got good game when it talks to the tobacco business. >> nathan in texas. >> jim cramer, how are you doing? >> i'm doing well, how are you? >> really well. how do you feel about snapchat.

no, not a fan. i don't feel there is any game. how about john in florida. >> what you shaking? >> thanks for taking my call. your show was great especially your ceo interview. fantastic and i'm calling you because of something i learned from you has led me to another question. i learned from you that a.i. adoption is flipping the process for data centers from 90% cpu to 90% cpu and nine -- a decline of 89% in cpu. amd core strength and last quarter data center powered 24% of amd revenue. they're working hard to catch up, they are a clear distant second. it seems like nvidia would drop it. production from. it's hard to imagine andy

growing? >> it can still grow. it has a lot of good things and the pc cycles by in the data center vision is getting bigger and they have very fast good chips. but the stock did have a big run. i'm not as keen on it up here. i do think that nvidia has the best market. i just think it's not as fabulous as a market thought it was was. >> how about georgie in arizona. >> hi jim, thanks for improving my investing ability. >> thank you. >> my question is on crown casco. >> these towers docs people just hate them. it doesn't matter that he is 5.5%. if i feel the stock is not doing well, we would take a big pass on that. pam in new jersey. >> hi jim, i'm so glad to talk to you. i just wanted to tell you 23 years at go when i became a stay at home mom, it was your program that put me on an entirely different career path. >> fantastic. >> today i may grateful

investing club member and i want to tell you not to forget about that very important demographic >> man, never. i would never forget that, thank you. never forget it. >> [laughter] okay, listen, my stock is a leader in genetic testing and precision medicine platform. the first-quarter results showed testing volumes grew 21% with a 10% sequentially. they raise their revenue guidance and engage in a collaboration with md anderson and goldman upgraded them from a to a by two his cell. gross margins in the 70% range but my stock is married to an expert >> they are profitable and have been around a while. this is the kind of stock that i do like very much. and i think it is a bike. and i want to thank you for this incredibly kind comments.

you are terrific. this is why did the show. thank you for being a member of the investment club. it means a great deal to me. also another woman who i met and gave a hug today. those are the things i look for. >> let's go, william in arizona. >> i'm from sun city, arizona. i've iron mountain inc. and a steady performer. >> it's a terrific performer and it never gets a love it deserves from wall street. i think people think it's too boring. i don't mind boring when it comes to money. let's go to nick in florida. >> jamie chill. >> well done. >> final authority, i want to give a quick shout out to rachel, the prettiest woman in new york who has got some medical tests and i she will be fine. and a big thank you to you, jim, you are a teacher for so many. it's criminal this was never taught in school when i was a child. >> it should be. you are right, nick and i wish

your friend the best of luck too. >> thank you. you are class every day i attend and it's being taught with class. >> thank you. >> i want to say my company is an industry that's heavily frowned upon but it has a forward pe of 15. it has a healthy yield of 5 1/4 and even benefits from a recent upgrade without any a.i.. what do you think of an investment in philip morris? >> there you go. first those comments mean a great deal to me. second, i was people, i recommend that very stock. i think i spent time with management. i think it's terrific i wanted them on the show but i don't know what happened did they drop off ball at me believe it or not and i want very muchã make those guys are smart guys and revolutionizing the industry. let's go to terry in washington. >> what's up?

>> professor kramer, i would like to thank you for all the information. i'm looking at meta-? what you think long-term? >> meta fits the description of what i said at the top of show which is that i think long-term is great. short-term i think it is just too hot. and that got lady and gentlemen. that is the lightning round. >> the lightning round is sponsored by td imaging. >> kramer took you deep under the hood on location with ford. can key takeaways from bad money motor city right on. next.

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let's admit the trip and the chinese government doesn't need us all. our company and ask ask like it does on war. we make huge trade concessions to bottom. even the biden ministration crackdown on some tech experts in china but that's not nothing but i don't the yesterday i spoke to ford motor corporation. i couldn't stop think about with chinese company want to do net. they want to dump cheaper electric vehicles the way they used to dump cheaper steel and

manufactured goods to cut the legs out from there american, but as per the biden white house may be willing to block china from buying high in semiconductor errors and equipment but i don't think why they will lift a finger from china selling ridiculous cheap electric cars. bill ford, the company's executive chairman, it's a matter of time. the chinese economy so weak and unemployment rates are high especially among young people. we on the other hand don't try to displace china's electric vehicles and we are grateful they let tess operate offered we except if you do business in the year so you have two be the opposite of our government. yesterday president biden described president xi as a dictator which could be irresponsible. the phrase biden left off was dictator for life.

the chinese government tells us taiwan block them. for most of our life -- they roll really have a navy. now china has the capacity to invade and much more incentive as taiwan's become the semiconductor manufacturing of the work. on the other hand, taiwan is a u.s. ally which could cause world war iii. i sure hope not. our government, when i hear it about what antony blinken want to get across i get the sense we want to avoid a catastrophic conversation. china is looking to establish new military training facility in cuba? we learned that in the middle of the talks. this is reminisces of the cuban missile crisis but without the nukes. what should we do different? when the chinese economy needs access to our markers. our government should make it clear if they want to keep selling their stuff here, they need to give up on taking over taiwan and change their trade

policy. if they ever want to see a chinese electric vehicle sold in this country and if they ever want to buy any important technology from us, they have to stop their belligerence. stop challenging us militarily meant to incite worse relations. and we also would love it if china would stop its coldplay construction which impacts the electric vehicle industry. who cares if it's electric if it runs on coal anyway. i think our desire to not actually have an hot war with them gets confused with allowing them to do whatever they want against us. we tolerate spying in cuba by chinese companies. spy balloons. we need a policy of equality not dominance and without that we are foolish to keep doing business with china. they get away with everything so our government doesn't want

nuclear war. we get away with nothing. we are kidding ourselves that there can be a separate piece. the chinese government acting like they want to start a war. i think our leaders should get confrontational more on the trade front and not impede the militarily as there can be no room for compromise and more when it comes to the independence of taiwan. >> right here on mad money. i'm jim cramer. i'm brian sullivan in tonight. that didn't last long. president biden manages to ratchet tensions back up with china. the next big prize for big tech, india. how the industry's most powerful leaders plan to woo the country's prime minister an ai breakthrough this one for good, not evil, and it could be game changer for developing life saving drugs it's not just cities where the commercial real estate crunch is heading. and new questions about what led a sub to go missing with