he's one of the most prolific home run hitters of his time. >> doesn't matter. >> we talk the truth on "fast money." >> the nasdaq, mel. it's too cheap here. back to you. >> all right. thank you for watching "fast money." see you back here tomorrow at 5:00. meantime, "mad money" with jim cramer starts right now. my mission is simple, to make you money. i'm here to level the playing field for all investors. there is always a bull market somewhere, and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people make friends. i'm just trying to save you some money. my job is not just to entertain, but to educate, put it in context. call me 1-800-743-cnbc or tweet me, @jimcramer. cracks. we're seeing some cracks in the armor of perspective earnings from some very important companies, and it is getting

downright unnerving. we're now looking at the other side of what the fed's been doing to stamp out inflation, and it's a big reason why the dow lost 199 points. the s&p shed and the nasdaq 1.06%. we're going have to learn with not a collapse in commerce, but definitely a slowdown. along with the decline in profitability that always comes at this particular point in the business cycle. each day we see more of these cracks. extremely disappointing numbers from southwest airlines, luv. but there was no love. the airline's margins are being pressured by higher gasoline prices. it's not 250 to 260. its budget is 270 to 280 ewhich is a huge difference. southwest's revenue per available seat mile, is down rather dramatically. we're looking at a 5 to 7% decline when the company said it

would be down just 3 to 7%. that is jarring. it looks like business is finally getting hurt by the sudden rise in oil. it's up in a straight line. and you can't ignore the fact that southwest revenue per available seat mile is coming down, and coming down hard. that's a sign that the travel and leisure boom might be coming to an end. we don't want that we're a service economy. it's not our industrial might that's going to keep things going. it's stuff like travel and leisure fueling everything half. if we lose it? we got some news from general mills that pet owners are becoming cautious. their economic outlook is dimming and they're shifting towards more value-oriented products for their pets. not necessarily the forte of blue buffalo premium products that we use for our dogs reegan and tony. i've always felt pet food was one of the more fungible items out there. and it can easily become a slippery slope. when things are flying high, your filled with pet food looks

like green giant and hebrew national. now the pets are getting the cans. they can tell the ifference. they're always hungry any way. what's the deal? new and improved. more cracks appeared last week when we got the usually reliable dollar general, they had way too much inventory. they missed the quarter badly. perhaps because their bargain sizes aren't as attractive as the deals you can get from costco, where the premium brand is the house brand kirkland, and business remains very strong. by the way, the fact that the stock of costco is breaking out here is actually a bad sign for the stock market as people know that you save a lot more at costco and therefore your dollars go further. we see cracks -- another one that is just like costco. we got two price target boosts save for the price of tjx, tj maxx and marshals. a company that only does this well when so many other merchants are struggling. tjx buys the unwanted inventory

of brick and mortar retailers for next to nothing and flips to you the consumer with a nice markup. it can be a vicious pile for the rest of the market. once you get tjx, you're not going back to the full price. not me. i got one right next door, and i love it. and we saw some big cracks at walgreen's last week when the ceo left. rarely a good sign. you don't leave when things are on track. plus, drug stores like walgreens has become monstrous. it's now considered the cost of doing business. they now need to lock everything by lock and key. you see it behind the glass. what is that? we don't have time for the clerk to come over with the key. i always feel bad about it any way. and the only thing that seems locked is the name brand, not the house brand. that's how it works in kiosks and aisles in my rite aid. why not just buy everything from amazon which made same day delivery. you buy in the morning. it's at your doorstep when you get home. kind of like walgreens except for faster. and by the way, no one is

stealing it. we see cracks in the banking system too. no, not on the credit side, but the lining side. the capital used to fight the last war which is what silicon valley bank mean. how stupid. that wasn't a capital issue, regulators. it was an investment decision issue. but the regulators don't want to embarrass themselves again. so they decided to ram the profitability of the banks so means less credit for you, never mind the horse already left the barn. up 2.6% last week. no doubt because the long-term rates are flying higher. with the possibility of mortgage money coming in around 9%. two years ago, my mortgage was 3.35%. i'm not going to go anywhere. neither are all the other people. my mortgage vintage. housing seems to be slowing down. prices have been in the thorn of the side of everyone, especially the federal reserve. but pulling out with higher rates instead of more supply of houses hurts like the dick

kenens. he can only drive down prices by making it more expensive to borrow. not a great way to solve the problem. well see cracks in autos. the car companies, tesla, are facing what couldbe major strike. the unions have a strike fund which is a heck of a lot shorter. but the oil companies have been pumping out as much products as possible in case we do have a strike, which means they're going to get hurt either way. if there is a strike, the production comes to a halt, they don't have enough vehicles to sell. if there is no strength, they'll have way too much inventory they built, and you'll see a lot of car ads on television during football season than you can recall. probably get some good deals too. we are in a lull for earnings. but during this period, we've seen a rise in the dollar. that take away one of the biggest props from last quarter. most are companies that operate overseas benefit from weaker currency. three months ago they had that. now it's going to the wrong direction. new crack we didn't expect. and what is the government doing about it? nothing. the federal trade commission stepping up and going after amazon for some of its practices that are allegedly hurting

merchants. let's say that's even true. i know there are good reasons to protect merchants. but right now amazon is one of the few institutions that is actively lowering prices for you. only costco has done more. and now ftc is going after them. thanks for nothing. even if the fdic has good reason, couldn't they wait until after we got in hand? the last thing we need is the government working to push up prices. thank you so much, the head of the fdic. now let's take a step back for a second. remember, september tends to be a terrible month. in part because many big funds have large gains. december's close enough to tend of the year that a lot of the managers will just take profits and go on vacation. or a semi vacation thanks to the september environment, all news gets magnified. particularly the bad news. we heard the chinese government might be saying to their employees they can't bring their iphones to work. what does that mean for an amazing market for apple? shoot first and ask questions later. that's what it means. governments are angry at making

caps. don't debate it. bottom line, the real crack we saw today and what we saw yesterday is why i hate september. too much goes wrong. hence why the mortgage is down for the month. the good news, maybe we'll start running out of downside soon assuming the cracks in this market don't keep getting bigger. i want to go the kevin in georgia. kevin? >> caller: mr. cramer. >> kevin, how are you? >> caller: thanks for taking my call. how you? >> i'm thrilled that you called in. what's going on? >> caller: thank you again for all that you do. >> thank you. >> caller: this stock is the go-to name when it comes to backup power associates. and it's been mentioned on the show any time. but even michael berry's fund make an investment in the latest filing. after bottoming out at the end of 2022, the stock has showned signs of life but then got smacked back down after the recent quarterly earning. in light of its bad earnings and hurricane season and unreliable electric grid, what are your recent thoughts on generac

holdings? >> i like generac. i feel the same way for some of the solar plays, you need credit in order to be able to buy these big things. and that's what's causing problems. because the price of credit what v gone up. people don't think of that, but that's what is driving down. let's go to dennis in my home state of new jersey. dennis? >> caller: boo-yah from bedminster, journalism. how are you doing? >> oh, come on. you're right around the corner from me. good to have you on the show. what's going on? >> caller: first, i have to give a shout out to my beautiful wife of 25 years married. >> well done. >> caller: thank you. and the stock i want to ask you about has a p/e of about 15, even throws off the dividend of about 2%. it makes chips for many companies, including nvidia, and my average cost is $98. should i buy more, sell or hold taiwan semiconductors? >> it's a great question. it's the kind of question we answer all the time for the investing club, which is that you're buying it too close to the last purchase. when you're trying to kind of

average in like this, you don't want to just do it down six. we like to think down 10% is the first level you should buy. so therefore you know you have a few more points before i would put in the -- >> buy, buy, buy! >> not yet. even though i like the company very much. we're already down about as much as we normally are for the entire month of september. so maybe we'll start running out of downside soon, assuming the cracks in this market don't get deeper, although i have to tell you, i think they probably will. on "mad money" tonight, our team is holding our annual fantasy football draft later tonight, and while i'm not quite ready to pronounce who is my top pick, i'll share which stocks i think and which positions and who i think you should be drafting for your stock portfolio. and crowd strength defended itself against bears after the meeting. what drove the sf? >> e how will it impact your portfolio negatively? i'll discuss it. so stay with cramer.

>> don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an email to "mad money" at madmoney.cnbc.com. or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. with powerful, easy-to-use tools, power e*trade makes complex trading easier. react to fast-moving markets with dynamic charting and a futures ladder that lets you place, flatten, or reverse orders so you won't miss an opportunity. e*trade from morgan stanley.

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here's why you should switch fo to duckduckgo on all your devie duckduckgo comes with a built-n engine like google, but it's pi and doesn't spy on your searchs and duckduckgo lets you browse like chrome, but it blocks cooi and creepy ads that follow youa from google and other companie. and there's no catch. it's fre. we make money from ads, but they don't follow you aroud join the millions of people taking back their privacy by downloading duckduckgo on all your devices today. tomorrow night at long last, regular season nfl football returns with a kansas city chiefs take on the detroit lions. where? 8:20 p.m. right here on nbc. and that means if you're one of 55 million plus americans who play fantasy football, you're probably about to hold your draft if you haven't done it already. we're doing ours tonight for the not your average -- yes, that's

the name of our actual league. i am the reigning champ. i don't know if i can double. every year i like to use this moment to run a fantasy stock football series, giving you my favorite fantasy picks. yes, i do a lot of entertaining. i think it's a great the learn about investing. just as positions play different roles, different types of stocks can play different roles for your portfolio. you're not going to well long-term if you make a portfolio five stocks that are all wide receivers. you get every year like 2022, and everything you own is going to collapse. so let me take you through our fantasy on "mad money." we're going start with the quarterback. you want a quarterback with a combination of production and consistency. because most leagues only give you one quarterback spot, you need one that gives you a solid baseline of points week in and week out. that's why for the past three years, i've called upon apple. yes, my original own it don't trade it stock.

the quarterback position for your portfolio. apple is up 228% over the past five years. 51% over the past three years, 18% over the past 12 months. although there are always naysayers ready to tell you that apple is finally to be run out of steam, today it's because there is a possible chinese government ban on employees using their i-phones at work that is panicking people into selling. it's the kind of company you can trust to win long-term. that's why i don't want to overthink the fantasy football equivalent. the best comparison here of course is patrick mahomes from the kansas city chiefs. he is a two-time super bowl champion, two-time newschannel mvp and the top quarterback in fantasy football last year. and he was on the cramers skee-daddy's team. he is the closest thing to a blue chip fantasy football player, a good one to have on your team in any given season. i like his team, my favorite today with my -- next we need arubas, rbs. we look for hero running backs,

people. the running back position arguably the most important in fantasy football. you're looking for steady production. but the very best for fantasy purposes are the ones that can both rush the ball and catch passes out of the backfield. dual threatbacks that can win in multiple ways like brian westbrook, who was the best. that's why i like many of the big tech teams for the running back position in your poifrl. here we go, ready? microsoft, alphabet, and amazon, all which feature multiprong bookcase. microsoft has durable steady enterprise for business and the office 365 products as well as huge growth engine in the azure cloud unit. not to mention some of the best exposure artificial intelligence and open ai, the company with chatgpt with the introduction of ai to their products. they've got gaming, linkedin, a lot of horses. alphabet is still primarily an advertising business. it is resilient performances

from the core search business, especially youtube. by the way, you got to sign up. youtube now set to benefit are the nfl sunday ticket games that it took from that lame drek company. i can't wait to pull down the dish from my roof. but google cloud is getting bigger as well as many other potential sources of growth like the waymor self-driving car. as the company grows during the larger footprint it built during the pandemic. they're the leader with amazon web services. and while many expect that unit to see a big slowdown in growth, it managed to surprise the upside in the most recent quarter too. i think a lot that of is because of artificial intelligence and the demand that you need for space. and running back by cap committee that i've giving you. what are the football equivalent sneer

here. microsoft and alphabet represented by eckler. a lot of people drafted him high. and christian mccaffrey, in a little lower because he is injury-prone. two west coast players last year's number one and two fantasy running back. eckler and mccaffrey have prolific years running the ball, 13 rushing touchdowns. mccaffrey for more than 1,100 yards. but both ended up at the top of the running back rankings because of the receiving production. they each had more than 700 yards receiving and five touchdown reception. see, for amazon, i think they're more like saquon barkley of the stock market. barkley had two injury-impacted years in 2020, 2021. he wasn't as high as the draft boards last yearas he typically. but then he outperformed with more than 1,300 yards rushing and ten touchdowns, plus another 3 hundred plus receiving yards. amazon is a name many investors wrote off when it became clear they overwrote the logistics network. this year both barkley and

amazon feel disrespected. and i bet they'll prove the doubters wrong. and oh, for the record, try toy never draft giants. finally, wide receivers. like with running backs, okay, you need production from your receivers. that means a lot of points scored. but with this position, you need to expect more volatility. some weeks they'll lead your fantasy. it's sink or swim. lead your fantasy team in points. other weeks might do nothing for you. in that sense, they're like pure oxygenated growth stocks. that i love so much which offer gigantic upside when the time is right, but appears when they're out of favor, maybe interest rates are rising for example, and they get hurt. so who are the wide receivers of this particular stock market? the first is nvidia, the best performing stock, up 200% year to date. my second own it don't trade id name, the stock is still prone the big swings with 122 gain in 2020. followed by a 50% beatdown last

year for this huge value in 2023. that's a lot of volatility. but when nvidia is on, oh, man, it is really on. that's why the only fair comparison here is justin jefferson from the vikings. he was the top receiver in fantasy football last year, with 128 catches, more than 1800 yards receiving and 8 touchdown reception. you better believe he is going to top, if you haven't drafted yet, he is still number one in most of the fantasy picks. and nvidia should be the top for growth stocks. what else can fill the wide receiver role for your portfolio? how about of course tesla with its undisputed leadership in electric vehicles? given the blinding speed and elon musk's controversial personality, we have to pick tyreek hill from the dolphins. what about meta platforms? like with amazon, meta is a comeback story. so who is that? to me that's cincinnati bengals receiver jamar chase.

he beat out justin jefferson in 2021. he played only 12 games last year due toer in. in those 12 games, more than one thousand yards receiving, nine touchdowns. he should be one of the first refer receivers off the board this year. i'm expecting a gigantic year for him. not unlike meta. fantastic 100% gain so far in 2023. the stock held up today in a bad market. bottom line, we're just getting started with this fantasy football draft. stay tuned. after the break, and we're going round out our lineups. why don't you try to guess right down who is going to be our tight end. flex, defense, and kicker positions. "mad money" is back after the break. after the break, cramer continues to build a dream team. run to daylight. more fantasy stocks are coming up.

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♪ before the break, we kicked off our annual fantasy stock football series. every single year where we draft a stock portfolio for you the same way we draft a fantasy football team. so far we picked the quarterbacks, some running backs, some wide receivers. but there is a lot more to go. next you need a tight end. this a place where fantasy football varies from actual football. in actual football the tight end is kind of a hybrid, part blocker, part passer. but in fantasy they only get points for passing. i want to remain true to the spirit. a company with defensive characteristics that can protect your portfolio while offering upside. today did exactly what a tight end is supposed to do. that's why we're talking about eli lilly, the pharmaceutical giant that makes good money regardless of how the economy is doing. now most big pharma stocks are

down very, very badly this year. but lilly has rallied more than 50% because it can also make big plays like a real tight end. i'm talking about the launch of ma m maunjaro. it could also help with high blood pressure and sleep apnea. i'm not exaggerating this could be the biggest drug of all time. beyond that, lilly has an alzheimer's drug in late stage development. broke up the pipeline. tremendous outside potential which is unrecognized. who is the equivalent of that in the informal? easy. travis kelce for the kansas city chiefs who finished six out of the last seven seasons as the top performing tight end. more than 100 points ahead of the second best. there have been recent developments to give potential owners pause. the biden administration's initial list of ten drugs have

been selected for medicare price negotiation which means they drive the price down, including one of lilly's diabetes treatments called jardiance. kelce injured his knee, in yesterday, throwing his status for tomorrow night opener into doubt. these are causes of concern. but i don't think they're going ruin the story for travis kelce or eli lilly which means you might be able to get them at a discount. most leagues offer an active roster spot for the flex position. given that it's not a real football position, just a construction of the fantasy football ecosystem, your goal is simple. get points however you can. you don't care if those points come from rushing, receiving or kick returns. you just want points from your flex. in terms of the stock market, i'll fill the flex spot with salesforce. i think it's a good fit because the value proposition here is changed dramatically, even in just the past year. for nearly two decades, salesforce was an unstoppable tusher charged growth stock that

traded on revenue growth. but when the fed started raising interest rates last year, salesforce and the cloud software compadres were crushed because wall street suddenly cared about profitability. eventually with the statement late last year, a bunch of activist investors crowded into the stock over the unified message. they wanted the company to accelerate its long plan pivot to profitability. and boy, has salesforce ever delivered. operating margins improved under 20% to about 31% in the second quarter this year. that's monumental. about and the earnings have soared. salesforce beat expectations across the board when it reported second quarter just last week. i wasn't here. i had an operation. i feel bad. but now i'm here to tell you that that salesforce first quarter was much better than most people realized. it was truly a significant breakout. as for salesforce's nfl analog, why don't we just stay in the bay area with another guy who is going to have a breakout, i think. san francisco 49er wide receiver deebo samuel.

he is going to be our flex play. samuel can run and catch flex passes. when he gets the ball in his hands, it's electric. like salesforce, he had a blowout season last year. battling injuries, missing some games, dealing with a revolving cast of quarterbacks for the niners. finished only the 37th best. he had a very disappointing year. but with samuel healthy and brock purdy established as the 49ers starting quarterback, i'm looking for a bounceback. hopefully the 67% gain the salesforce stock has already posted in 2023. i have my eye on samuel. and i'm down in 11th. if he is around, i might grab him. the last two positions on a fantasy football team are the defense and the kicker slots. very boring, usually saved for the last. doesn't mean it can't make you money. whoever you select for these rules is do no harm. as in don't get negative points for my game. you can technically get negative points from other positions, these results are rare. with a bad defense, you lose points whenever the team scores. with a bad kicker, you get points deducted from miss field

goals. that's why our stock market equivalent, i'm going pick lind ee. which is about as reliable of any stock i follow. a growth industrial. usually industrial or materials play. and the company can be theoretically dragged down. in lard pardon, linde is the top dog in the industry. you've got to get your industrial gases from somewhere. and there is not much competition because there were way too many mergers that were allowed to happen. while your first priority for defense is to get one that won't hurt you, the best you rack up points by getting sacks and turnover, even scoring when they get the turnovers. that's why i think the linde comparison is so apt. it's never going hurt you. but there are some legitimately exciting growth projects for the company in the hydrogen power space. they're building this green

hydrogen facility upstate right now. let's stay in western new york and call linde the equivalent of the buffalo bills d, ending last season as the fifth best defense in fantasy football. finally, the kicker, you want one that can move the ball easily and regularly get your player in field goal range. but after that, it's all about dependability. bankability. you want a by that generally just doesn't miss much. ideally, with some long-range -- because we want long field goals to get more fantasy points. and that's why i like the company known as service now is the kicker for your portfolio. they operate in an attractive industry that is currently getting love from wall street. above all, servicenow is dependable under the watch of ceo bill mcdermott, with interesting opportunities in ai too. a great cooperation with nvidia. and that's the potential for long-range kicks. this reminds me of the best

kicker in the game, maybe the best kicker ever is justin tucker, the long-standing kicker for the baltimore ravens. i met him who is known for consistency as range which rivals any of the top guys at the position. he is a set it and forget it kicker, just like servicenow's bill mcdermott. not bad. bottom line, building a stock portfolio is just like putting together a great fantasy football team, which is exactly what i plan on doing in our draft later tonight. i do these things because i want you in. i need to get you to watch and learn. so we do fantasy football. it's not fanciful. it's fantasy. alfredo in florida, alfredo? >> caller: hey, jim. big fan of you from miami, florida. jim, drafting just came up with a great earnings report. i love that company, and i feel that company and management are solid. and i see tremendous growth here. what are your opinion on it, your take on it? >> i am totally in your camp.

and i think jason robins is going to pivot and start making a lot of money. see the ceo. he does a fantastic job. they have a great product. candidly, full disclosure i did once work and have a show with draftkings. all i can tell you is they're total gents, and i like your call. ahead of the return of football tomorrow night, yes, the chiefs versus the lions on nbc, it's report remembering that a stock portfolio can be a lot like building a fantasy football team. different positions serve different roles. different stocks play roles for your portfolio. hey, we have so much more ahead on "mad money," including my exclusive with a huge winner, crowdstrike, jumping higher after earnings, is this the turning point investors have been looking for? i'm going to dig into this story to find out with top brass. and government action against any stock is always cause for alarm. with the host of big names catching attention from china, the ftc, european regulators, should investors be concerned in i'm highlighting important names to show you where i come out.

and all your calls in tonight's edition of the "lightning round." so stay with cramer.

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this year there has been this pattern in the cyber security space. some of the lower quality companies in the industry reported soft numbers early in the earnings season, drags down the whole group. last this time it was fortinet. it cause as cascade of fear and profit taking in the rest of the sector. but when we hear from the higher quality players, it turns out things are much better than feared. that was the case three months ago and was the case again last week when crowdstrike delivered yet another set of great

numbers. these guys posted a comfortable top and bottom line beat with tremendous guidance for the current quarter and raised their forecast dramatically. they smashed tons of records. that's why the stock jumped more than 11% from a week ago. can it keep climbing? let's check with george kurtz, the president and ceo of crowdstrike, and what comes next. mr. kurtz, welcome back to "mad money." >> great to be here, jim. >> so, george, in your opening statement, you used the term "records" as in record this, record that 21 times. when everyone is telling me that it's very difficult to get a decision made, got to go to the top guys, it's taking longer, how could you have mentioned 21 times? what are you doing? >> well, i think, jim, it shows the performance obviously of the company and the great work that all the crowdstrikers have done. and more importantly, the platform approach that we've taken and the fact that customers are consolidating on crowdstrike, which is really driving these records. one of the stats that we're most proud of is the modules that we

land with in a customer. eight or more is up 80% year-over-year. so this concept of consolidation and being able to take more wallet share from the rest of the players is playing out. and that's the reason when i built the company it was really to be that salesforce of securing that foundational platform, security company, and we see it reflected in the numbers. >> one of the things i thought was very encouraging, you talked about how for years you had the basis for artificial intelligence, but now you the large language models. what they do, you were very pointed, you can have a smart person that doesn't know code, but they can speak and the machine gets it. it seems that yours is easier to speak to. can you tell our viewers what that really means? >> yeah, it's a really great question. and as you pointed out, jim, we've been doing artificial intelligence before it was fashionable. i started the company in 2011, 2012 is really where we started our journey to be able to identify and prevent cyber

threats, never seeing them before based on artificial intelligence. now we look at the current environment, generative ai is a new type of artificial intelligence. and essentially, charlotte ai is our virtual security analyst. and the reason why we're so excited about this, it isn't just having a conversation with charlotte who can provide the collective wisdom of crowdstrike, but it's actually having charlotte do something on your behalf. it's driving sock automation into the security industry where there is not enough skilled folks in the industry. and they're super expensive. so we're going to be showing more on charlotte ai at our conference coming up here in las vegas in september. and we can't wait to show it to the world. >> drill down a little bit more on that. instead of having some code person who has to translate what someone who is in the field knows, could that person just ask directly to charlotte, look, we read about a consumer package goods company that just had a really bad hack. we're worried ourselves. can you tell us where in the chain that company was hacked?

is it like that? >> well, it's really taking what a soc analyst does. and that's the person who is dealing with security on a day-to-day basis. for eight hours a day, or eight hours a shift, there is a lot of mundane work that has to happen. our goal is to take those eight hours and reduce that to about ten minutes. you can have a conversation with charlotte which is tell us about the threats in the environment, how does it apply to my industry, what assets are at risk, please fix those assets, roll out a patch, and then write a report about it so i can give it to my boss. those are things that charlotte can do today. that's why we're so excited. that's why our customers are so excited about this innovation that we're driving in the space. >> that would be about 20 people. 20 people might have been involved to do that otherwise. >> it would take a tremendous amount of effort to be able to do that. and not only can we drive automation with our platform something called falcon fusion, and helps automate the entire workflow, but it really the s going to take the collective wisdom of crowdstrike, the 12-plus years of being in business, all the attacks we

stopped and make that available to these analysts to help them make the best decisions and automate the work for them. >> george, i'm starting to see from consolidation, some companies trying to get bids when they weren't. are we at the point now where we've got some companies that you respect that are going to be around future a long time? we've got a group of companies that are going to be the winners, so to speak? >> i think that's right, jim. you have the have and the have-nots. we're certainly one of the big platform players in the industry. there are other companies that are certainly going to do well, and that's great for the industry. but when you look at what we do and the consolidation that's taking place, certainly there is consolidation in the buying of technologies, and that's why crowdstrike has done well. but there is also consolidation in the players in the marketplace, whether it's public companies or private companies, if you're really not a platform, i think you're going separate the wheat from the chaff and really we're seeing that separation take place in a very challenging macro environment. >> one of the things i do want people to know is that you're

very prudent in not talking about a lot of the customers you use. fort fortune 50, fortune 500. you were mentioning amazon web services which everybody knows is the geld standard. that seems to get bigger and bigger each quarter. am i correct? >> you're correct. they've been a fantastic partner and customer of ours. and when we think about amazon and amazon web services, it's been a great channel for both organizations. we were their partner of the year because of the success we've had with them, and because the technology is helping prevent these cloud attacks. and that's one of the areas that i talked about on the conference call, how fast our cloud business is growing. almost 300 million in cloud. and that's really the new frontier. and we're really pioneering being able to identify and stop the threats and partners with aws to make that happen. >> on the other side, you mentioned for instance, a leading residential construction manufacturer needed you. and the first thing i thought of there, i don't want to be too naive, oh, come on, why would a

leading residential construction manufacturer be worried about being hacked. but the answer is the opposite. everyone should be worried about being hacked. >> absolutely everyone. and in particular, whether it's big, small companies, public or private, they have to worry about it. for a few things. one, it's a massive impact to a business if you have a hack. data theft or data encryption, it will absolutely cripple a business. number two, and i mentioned this on the conference call, the s.e.c. guidance coming up in terms of mandatory breach disclosure, you have to be able to disclose and report this within four day, material breaches. we think it's going to be a driver for companies. obviously, we want the stop all those, but you want to be instrument in a way that you can identify these attacks and be able to report to the regulators if there is a potential issue. and that's why big and small companies need security. >> and i shouldn't have neglected to say how hugely prompt you are versus where you might have been. that's the focus. you decided to pivot. you make money for your

customers, and you made a lot of money for your shareholders. and that's terrific. george kurtz, co-founder and ceo of crowdstrike. george, always good to have you on the show. thank you. >> thanks very much, jim. >> "mad money" is after the break. coming up, cramer takes calls and the sky is the limit. it's a fast fire "lightning round," next.

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♪ it is time! it's time for the "lightning round"! cramer calls, play this sound -- [ buzzer ] and then the "lightning round" is over. are you ready, skee-daddy?

tell me the "lightning round," i'm going to start with tiler in california, tiler? >> caller: hey, big boo-yah from california. how you doing? >> good to you on the show, tyler. what's going on? >> caller: bullish on those tomatoes, man, looking great. >> the crop this year was so bumper, my wife is throwing them at me. what's happening? >> caller: the stock that operates the real estate trust and interconnection. also serving industries and ai networks, cloud, digital media, mobile, financial services and even gaming. what are your thoughts on dlr? >> every good trend at dlr. i happen to like it very much. if you want to buy it, 100 shares, you buy 25 here and wait every quarter point up in the yield. that's the way you play dlr. let's go to lane in new york. lane! >> caller: hey, jimmy baby, third time long time, baby. >> holy cow. you're like cadre partner.

what's happening? >> caller: not much. hey, i wanted to tell you, before i get to my stock, i want to tell you, you know what the eagles need to do this year to win the super bowl? they need to erect a statue in jim cramer's honor at the stadium, an honorary first. >> why not on the steps of the art museum or next to mike schmidt at the bank? why is it one stay? they should take down the name linc. they should just put up cramer. go ahead. like that. my head is not big enough. >> caller: a restaurant brand. >> oh, my, you got patty doyle running that now, the executive chairman that stock is a buy, buy, buy! >> buy, buy, buy, buy, buy, buy, buy, buy, buy! >> statue of him in front of the linc. trey in texas, trey? >> caller: all my life i wanted to roll it. after a decade, i fished the date out of one of those claw machines at a casino in biloxi

last night. talo energy? >> it's okay. i like pioneer pxd. i lost $25 on that claw at dave and busters. just kept putting the money in. it was ridiculous. my daughter goes there, boom, she gets an iphone. kind of a fluffy iphone, not really. let's go tim in illinois. tim? >> don't mess around with jim or tim. >> that's right. that's absolutely right. what's up? >> caller: iomq. >> everybody loves this thing. everyone loves if it. you know why they love it? because of quantum computer. do they love quantum computing? do they look at the company's losing money? i'm going say no. [ buzzer ] no, no, no. i want to go to john in florida. john? >> caller: hey, hi, jim. it's john k. from dounedinduned florida. >> it's good to hear from you,

partner. what's happening? >> caller: i'd like on dynavax. >> i have liked this thing for so long, john. nobody listens to me because i like any immune system situation that's finally starting to get its due. you and i know it's the right thing. good to have john from dunedin back. that, ladies and gentlemen, is the conclusion of the "lightning round"! [ buzzer ] coming up, what do apple and other mega caps have in common with your average supermarket? cramer gets real on the government, next. boo-yah, jim. the boo-yah saint of wall street. >> boo-yah, jimmy chill. >> boo-yah, jimmy chill. >> ba-ba-ba-boo-yah, jim. >> that's a lot of boo-yahs! with comcast business... it is. is it possible to use predictive monitoring to address operations issues? we can help with that. can we provide health care virtually anywhere?

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boo-yah! these are the times that try apple's shareholders souls, and a whole bunch of others too. yes, today we got government intervention everywhere we look when it comes to the mega cap, and we need to see how it plays out before we panic. panic is not a strategy. this market can handle one or two governing, but a assaults on a bunch of them all at once? forget about it. government actions from gasoline on today's kingsed for statement, and it was bad news. let's start in china where the government has reportedly banned

iphones for government officials when they're at work. apple has 7% mark share and growing in china. they make their phones for china. geez, it's exactly playing by the rules. this seems punitive to me. it's kind of one of those erratic issues by the chinese government that the commerce secretary told us she came on the show. they did it any way. maybe questioned madam secretary says enough is enough. they disrespected me big time. don't be surprised. then you go to europe where apple, amazon, meta are considered gate keepers, a designation means there will be additional laws of scrutiny, kind of a regulatory person of interest. the result, who knows? in this country, the fdic is about to sue amazon for timed product sales effectively forcing sellers to do more business with them. at least that's the pretext. in reality after you see the chair, i think she has had it in for amazon for ages. she couldn't wait for this chance. when it comes to trillion sees them as guilty until proven innocent. she would love to break up amazon because it's too

powerful. something she wrote about doing in a piece at the yale law journal. thanks. the case about amazon has nothing to do with protecting you. it's about protecting merchants. meaning this is a bizarre situation where the fdic wants to enable businesses to charge higher prices to you. plus, if amazon is real slow anti-competitive, why did shopify agree to do a deal with them? you better believe they pass those savings on to you. that's their nature. what happens if s.e.c. succeeds in breaking up amazon? assume we'd end up paying more, yes. because each amazon division would be fighting for money. right now the delivery business can be subs advertise the advertising and web service. it's perfect. if that goes away, the prices will go higher. i nolen that kahn is skeptical of big business, but if she really breaks up amazon, the only winners is the shareholders. pretty sure that's not what she is going to. she is not rigorous, and keep this on your radar screen. kroger wants to close the deal with albertsons, but it will

need the best sum of the overlapping storms. the most with the safeway and albertson deal that the ftc blessed not that long ago. going for the buyer of the stores to go under very quickly. terrible embarrassment for them. now that kroger which is seeking the buy albertsons has cns wholesale grocers, owner of pigglywiggly, they would seem to be on solid footing. will ftc block it any way? when you see so much government intervention at once, it reminds that the mega caps are still at the mercy of governments around the world. when the regulators decide that they should be punished, there will be punishment. to me it's the cost of doing business for these big companies. when i see these things, this is why it's so hard to make money in the stock market. the government onslaught can be a little much for even the most fierce bulls and everybody gets hurt. but not so much that it's worth panicking people.

i say stay the course. these companies will figure it out. the regulators rarely prevail long-term because these companies know their own business much better than the government does, and as is so often the case, they do you a great service. i always like to say there is always a bull market somewhere. i promise to try to feith find it for you right here on "mad money." i'm jim cramer. right now on "last call," an exclusive sitdown with the head of the united auto workers union. is a strike imminent? flag on the play. the nastiest hit yet for all you football fans. speaking of the mouse house, an unbelievable account of the breakdown from top reporter alex sherman, and it involves two showers a day. huh. nine straight sessions and counting. oil prices going nowhere but up.