dumb. >> come on. >> it's a 12% uncorrected move while the market is topping out. >> all right. steve. >> iot, samsara down off last earnings up off this earnings, no rhyme or reason. i'm long and staying long. >> what a my mission is simple. to make you money. i am 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 am cramer. welcome to "mad money". i'm not here to make friends, i'm just trying to save you money. my job is not just to educate and teach you, but to put it in perspective so you don't just panic. call me at 1-800-743-cnbc. what an ugly day.

just hideous. we came in today knowing we have a critical nonfarm payroll report. we could not expect it higher with wages pretty much in line because that is what the fed needs to see before it can start cutting rates. we got exactly what we wished for. maybe we should have been careful what we wished for because the bull vanished. s&p plunging and the nasdaq plummeting 2.55%. this market has a september problem. we are always hit with a tremendous amount of profit- taking. i know that is somewhat circular reasoning. we sell because we have always sold, but it makes more sense than saying people sold tech because they fear a hard landing. it is something you by, not cell. if you're worried about a more

severe slowdown, why? we do it because tech is about themes that can keep on trucking even during a recession and we are not getting one. the data center, accelerated computing, they are not going anywhere. nevertheless the market reaction is swift and harsh and hard. look what happened with nvidia. results showed a tad bit of weakness in artificial intelligence orders. and the pin action took it all down. i don't believe a.i. is a bubble, but these stocks are still up especially august and september tends to bring out sellers in numbers. that is what we got. it was not our shortfall. they took down most of that. it is the overreaction that seemed to cascade. the pain was palpable. >> house of pain. >> to me this is about the

zeitgeist and not the facts. so many companies are doing well despite the slowing economy. you can't waste time arguing with the sellers who have nothing whatsoever to do with this market. nothing is going to stop them from taking profits out of fear. i can't blame you for joining them if you do, but only if you don't have enough cash. if you have cash on the sidelines, please don't join them. for the trust we have plenty of cash because we have been selling this market since we got that weird decline in japan and now we are looking to buy, not cell, after looking from overbought to moderately oversold. but we are in no hurry to pull the trigger. september tends to be terrible and real long, at least from here, doesn't it? which brings me to the game plan next week. on monday we find out if tech can make a stand thanks to

positive events. first there is the iphone launch. the built-in a.i. component apple didn't even have to pay for. i am optimistic, but launches have never produced big moves. then we get results from oracle, which has rebuilt itself. it is performing exceptionally well. they could stanch the tech blood flow. again, however, that is the beginning. this is really going to be unfortunate to hear about endlessly. the justice department trial for antitank additive -- for anti-competitive actions. i think alphabet has a stronger case this time around, but either way it will drag on. and produce constant negative headlines. tuesday, gamestop reports and gma shares pops today after keith gill, roaring kitty, posted a picture of toy story on

x. seriously. the original meme stock always seems to have a lot of promise but never translates to anything real. or the quarter will land with a thud again. tuesday night is the debate between vice president harris and former president trump. i don't know how much role the economy will play in the debate. if trump is on his game he will try to tie harris to the inflation. harris will try to portray herself as moderate, more moderate than president biden. anyway i doubt there will be anything specifically market moving. even if candidates say anything newsworthy, keep in mind the winter probably won't have the senate votes to rework the tax code, whether we are talking harris is capital gains tax or trumps 19th-century style tariffs. as long as inflation stays the same or go slower, the fed has leeway to cut interest rates and preventer a session.

the thing so many of the sellers are worried about. i keep telling you please do not give up the ship. it is a quiet time for corporations. at the open we hear from signet jewelry. it is a hot button, because we have seen a terrific string of quarters until the last one. i think the ceo has really turned the company around and she has been on the show many times. while we are getting hiccups, i believe the stock is relatively inexpensive. that said it is a wild trade so i put it in the category of not for the squeamish. kroger reports, the giant grocery chain and i think it will talk again about how much it needs to close this deal and why there is nothing monopolistic about the merger. they don't have too many overlapping stores and they plan to do vest the ones that do overlap. i am not sure that matters because the federal trade commission seems determined to block the deal no matter what, which means kroger stock will have to stand on its own merits.

we have had three positive orders which is extremely bullish. adobe has an a.i. component. an otherwise magnificent story. this should be a good result given that the analysts are promoting it aggressively ahead of the quarter. we are still not in negative territory. against that is the budding fear that expectations are too high versus a slowing economy and it is september. bottom line, this is a rather unforgiving moment until stocks go low enough to attract real buyers not traders and we get close to the end of september. until then you can try your hand at being nimble and do some selling. you can raise a little cash, stand back and wait for lower prices to do some buying. i think that would be most lucrative. let's go to scott in colorado. scott. what's happening?

>> hey, thanks for everything you do. >> tank you. thank you. days like today make me wish i was better. i'm sorry, go ahead, i didn't mean to interrupt. >> what you think of blackstone near-term and longer-term? >> i'm glad you distinguish between the near-term and long- term. near-term i don't have a lot of conviction. this stock has had a big run. longer-term i think the team is brilliant and the actions they took this week in the data center are very strong. i like it. let's go to mark in iowa. mark. >> hi, jim. i've been with you since the beginning and the investing club and glad that i have been. >> we will keep trying hard and put things in perspective. how can i help now? >> two things. one, are the eagles going to run berkeley more than they ran henry last night? the mac let me dial in and see

what coach nick is thinking. the offensive coordinator seems very partial. how can i help you? >> you were on the cable a while back to buy the stock when it was under 76. i picked up about a quarter of a position in it and it went up from there. i just didn't get back to it. i'm wondering what i should do with the quarter position in ge healthcare. >> i want you to hold it because as rates go down the hospitals will buy more. rates are going down, so therefore you use the market weakness to pick up more. otherwise you stand pat. listen, it is an unforgiving moment for the market. a jarring, tough moment. until there are real buyers and not just flippers. so stay focused and stay nimble. on mad money tonight, are the bears roaring louder than they should be? i'm investigating. then an exclusive to see if it

is a buy at these levels. then after falling 50% this year, i am eyeing the decline in lululemon. you do not want to miss what i have to say, so stay with cramer. >> don't miss a second of "mad money". have a question? tweet cramer. send jim an email to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? ♪♪ data science can help address some of the biggest challenges in financial markets. if we focus on the mortgage market and follow the life of a loan from origination right through its pricing in the capital markets, our data science capabilities can provide a deep level of insight. at ice we have extensive data sets, especially around three pillars. the property, the mortgage and mortgage performance. this trifecta of data and its history

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is it possible to the so- called bubble in artificial intelligence spending and still have stock in nvidia? can you buy tech hardware when

a huge player nevertheless failed to blow away the artificial intelligence estimates? first let's get some perspective. nvidia reported an excellent quarter. the stock remains up 100 -- 108% for the year. the company has a stock that is a funny 3% year-to-date. so why are the shares finally blowing over? because of a new and negative a.i. narrative. we know the hyper scalars, those gigantic companies known as my office at seven, have been spending on a.i. infrastructure and now there is an idea that they are spending too much and it is not sustainable. underperformers in the most recent quarters. it is just inaccurate. nvidia got hurt because they are having trouble manufacturing the next generation a.i. chip. it has hurt margins and means they don't have enough supply

to meet demand. still a problem but one that is taking its toll on investors who seem to be fleeing like mad. spending is uneven depending on the country -- customers. a smart fellow said that broadcom was hurt by choppiness and google orders. that was not clear from the score, but it makes a lot of sense and that business will bounce back. these stocks are unwitting casualties of the widespread belief that a.i. spending is peaking. i disagree with that. these hyper scalars are always thinking of how wise it was of google to spend so much. you know that being was a legitimate contender to be the leader in search? you know what? it just wasn't going to happen because google would not stop spending and microsoft did not spend enough and it cost them dearly. if meta-a.i. is going to compete with gemini, which is google's, or chatgpt, it needs more chips

from nvidia. it is the only way you can distinguish yourself. is that part of a bubble or a struggle to stay relevant in the a.i. arms race, a race that they can't afford to lose? broadcom is more than a.i. it plans to gain from its vmware acquisition and sell phone chips could be coming due to the next iphone. even if demand from the hardware comes in lower than expected, it might be fine at this point. broadcom at this point after the selloff trades at around 22 times earnings, roughly in line with the average in the s&p 500, which is ridiculous. if you want to learn more, we did a huge, wall-to-wall dive on broadcom for club members today and i think it is compelling and you should read it. it remains the greatest story of our time. the data center, the hardware and software for it are so much stronger than the bears think and it is wide-ranging.

just listen to the ceo of caterpillar talking about incredible demand for data centers filled with broadcom and nvidia chips and how it is worldwide and powerful. >> we are seeing data center demand globally, so this is not something in one geographic area and it is not just with one customer. so we are seeing a lot of demand from the hyper scalars, but also smaller companies and companies that investors are not aware of. >> that is an incredible comment and it was overlooked in a day which was horrendous for tech. september, a terrible time for the best performance. and a good time for stocks with little economic sensitivity. it is not an unusual pattern as many winners get dumped in september and the fair to

middling companies get bought as a catch up. i believe this economy with cyclicals and the stocks i mentioned will last pretty much the whole month. as we get the major turnover from winners to losers. in the end people will realize there is no a.i. bubble, there is just intense demand and little supply. the magnificent seven have had underperformance, but they tend to always come back as they should. they are well run and have accelerated computing and artificial intelligence, to wins behind their back. that is a good place to be. "mad money" is back after the break. coming up . >> this is very sweet. tell us where we are. >> next.

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lately we have been saying some very good things about sweet cream. the fast casual dining has become one of the best stocks of the year. they expanded beyond just selling solids. at the same time sweetgreen rolled out these amazing infinite kitchen machines that automate the process and look cool in the process. that said over the past week the stock has come down dramatically and maybe now you're getting a nice discount. earlier today we took a trip to

sweetgreen's location in the heart of midtown, new york, to check out this technology and speak to the cofounder and ceo of sweetgreen. take a look. jonathan, thank you so much for having us. this is a very special sweetgreen. we are at the infinite kitchen. tell us where we are. >> we are in new york city at penn plaza, the first infinite kitchen in new york city. the first retrofit we have completed, so taking an existing sweetgreen and implementing this technology. the infinite kitchen is our automated solution to help us make a better experience for team members, customers and better financials for our company. it assembles every single meal at sweetgreen. we are able to assemble 500 bowls per hour, which is incredible. what is important and you are able to see is we have a huge commitment to the sourcing of the food, the craft of the food and hospitality.

when we design this experience it was intentional around making sure everything starts and ends with human hands. we prep all the food. we make all the dressings. we can make things fast, fresh and perfectly portioned. we still have that component where you do have a team serving in the food. >> you clearly thought through this because the expectation is if you have great throughput you have no hospitality and if you have hospitality you are backed up. you are a restaurant guy. you are looking at this stuff. you need all these things to hit your numbers and also exceed it. >> absolutely. i remind our team all the time, we are a restaurant company. a food company. technology is a great enabler, but that is not what we do. the technology helps us create better experiences for our team

and customer so we can execute the mission better, but at the core it is about the food, the experience, the brand. >> when you did the caramelized onion we also realized it is not a solid company. >> you hit it on the head. when we started it was not about salads. it was really about the quality of the food and wanting to serve healthy, craveable food at scale. we started with salads, and our first vertical, but it was always about taking that license from the brand and supply chain we have and expand what we do and what we serve. last year we introduced plates, which has been a huge hit. a number of plates where it takes that quality promise that we have. but no lettuce. it is greens, proteins, grilled veggies. people are loving it. it is driving a consumer and bringing more men. driving dinner and a few months ago we launched caramelized garlic steak and continue to double down on that. you can expect a lot more of

that as we look forward. we are not looking to be a solid company. we are looking to serve craveable, delicious salad food. >> you mentioned more men. i have not heard that from a restaurant chain, so to speak. why does that matter? >> we do really well with women. we always have. what is interesting is once people try sweetgreen, they realize it is not the typical salad. it is a bowl with a lot of protein. it is delicious and craveable, but a lot of that is changing. it is salads, but more than that and our goal is to invite all sorts of consumers. if we want to be a global brand, to do that we need to make sure the portability is there and we can attract all kinds of consumers. >> what we are always looking for is quality places they go from regional to national. is that a factor trying to have fresh produce in different

cities? >> there are a few factors. supply chain is one of them. we set up a new supply chain in every region we go. we set up supply chains across the country. 20 markets around the country. 240 restaurants nationally. with a national footprint. but beyond supply-chain it has to do with people. we have a huge goal of promoting as many managers or head coaches from within and so much of that is building the bench and the pipeline to make sure we are delivering on our progress. >> you worked hard before you went public. people were very worried about the price, given your word, choppiness. how are you able to rationalize high quality food, local source, reasonable price and pull this off all over the country? >> obviously there has been a ton of inflation over the past decade. i think i read yesterday food

away from home inflation has been 51%. >> too high. >> luckily for us it has been less than that. while it has always been a premium product, given the price we pay to our farmers and team members, it has always been a premium price. our relative pricing advantage has improved. if you look at us versus our peers, the difference has really shrunk. we are seeing a real opportunity as people trade up from fast casual and we also see a great trade down opportunity with dinner. now you can get the salmon roll for $15 or $16. i could be pricey for the lunch side. for dinner that is an incredible value. >> let's talk about infinite kitchen. this is an extraordinary device basically, right? this comes purpose belt and you have a lot of stores.

could this be the model for all stores? >> really proud of what we built and i have to give a shout out to the team that built this. the spice team that built this fully. they designed it, built it and now they are scaling it. it is a company we acquired about three years ago and have been working in tandem to roll this out. four of them opened today. we have three new restaurants featuring the kitchen and this being the first retrofit. we believe there is an opportunity over time for all new restaurants to feature infinite kitchen. next year over half of our pipeline will feature the infinite kitchen and we expect that to increase. we also think there is a retrofit opportunity. probably not all stores where the science or the volume may not be there, but many of our stores have the opportunity for a retrofit and we will learn a lot with this. i will say it is still early. this just opened a month ago. first retrofit, we are seeing how customers feel and team

members feel, understanding the return metrics, but so far the results of been promising. >> you are a student of the game and understand restaurants. do try to take the best of mcdonald's, which is low-end, and look through everything and try to avoid the starbucks situation where there is too much complexity? or is it just your lab and you don't care about the other guys, you want to do it right for the customer? >> i am a student of business. from the time i was a kid i loved studying business. reading biographies of business leaders. >> even ray kroc? >> even ray kroc. the founder movie is one of my favorite movies. an incredible movie. the scene in the kitchen laying everything out, that is something we do all the time. running the time test and figuring those things out. so i am a student of the game. not just food, though. there is a lot to learn from food, but we like to learn from

all types of consumer brands. one of the philosophies at sweetgreen is this balancing of art and science. the best brands have a thoughtful approach around the yard, which is the story, the feeling, the soul, the food. the creative. the science is equally important. how we enable that through the science, the data and all the other pieces. we really tried to merge these ideas in everything we do. >> one thing from a frequent guest of the show, he talks about it has to be hospitality. it would seem that the combination of freeing people up and the fact you are not laying off, but actually increasing hospitality, as a way to gain more customers based on this. it is a formula that is unique and usually only for really expensive restaurants. so you have hospitality down to people in front. >> it is something we are really focused on.

for us it is really one customer at a time and the idea with the infinite kitchen was most restaurants as they get bigger, the experience starts to crater. with scale it is a lot of little decisions and what typically happens is you start to move things away from doing them in the restaurant. so you are taking prep out of the restaurant. cooking things off site and building commissaries and all those things and people may not taste bad at first, but over time they do. for us the brand is built on the supply chain. the quality of the supply-chain and the handcrafted nature of the freshness of our food. we do not want to take that away, so we thought is there a different way to approach this? can we implement technology that allows us to elevate the experience and elevate the product and make it so we don't have to get rid of the prep in the store? we can maintain the part that customers care about and can taste, which is the preparation of the food, the culinary peace and the hospitality and then

this piece in the middle we can automate that makes that job easier. so what we think this will enable us to do is to protect the quality of the food as we scale. >> one last question, keeping with the regional and national. you can build one of these anywhere and it works. columbus, ohio. >> we open in columbus on tuesday. >> should we expect 1000 stores? >> we think over time it is many more than 1000. you brought up chipotle and there are about 4000 restaurants today. you look at what we serve, the price point, the flavor profiles and the frequency of our guests, we think it is massive. we've proven it. when i started the company it was oh, it is a d.c. only brand or a northeast thing. today we have stores across the northeast, in the south in texas, all over california. really hard to operate markets.

california and seattle. places like the midwest where we have been expanding with a lot of success. we believe it is something that will work everywhere in the u.s. and eventually globally. >> we want to congratulate you on your success, hospitality and great food and being able to get through people so they don't have long lines. jonathan eman, the cofounder and ceo of sweetgreen and we are so glad that you brought our team and to show this. truly remarkable. thank you. coming up, lululemon and the gap are reaching for the same retail dollars. who can stretch their stock farther? stay tuned.

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how low can lululemon go? the stock had already been cut in half from its highs last december and when the company posted its numbers over a week ago, the results were mixed at best. no real sign of a turnaround. the stock barely got hit on the numbers, but this week stock declined more than 2%. until late last year, lululemon was one of the greatest growth stories of the past 15 years. you could've bought it at single digits during the great recession. it is a lot less impressive when you remember it was about $500.09 months ago. so is there any hope for a comeback in the latest order? i think we owe it to ourselves to take a look. while there are some positives, no doubt, they are not enough to make me a believer and you need to be a believer if you are

going to stick your neck out to recommend a stock cut in half in less than a year. i can't bring myself to do that for a number of reasons. last week was not good. while lululemon delivered higher-than-expected margins, they also had discouraging revenue, which came in light and 2% sales. that is big. when you dig deeper, all the strength is coming from overseas. the international business at 19%. the american business off 3% shrinkage. that is bad. the deceleration has been remarkable. lulu had 12% overall sales growth in the fourth quarter of last year, which saw just 6% in 2024 and 2% in the most recent results last week. the guidance didn't inspire much confidence either. for the current quarter they had a really light sales outlook and an in-line outlook for the four-year. they cut their forecast. now it is 8 to 9%.

they trimmed the earnings forecast, too. wall street already saw that coming. so we have a company struggling in its core areas even as it is canceled out with strength overseas. international revenue shot up and they are killing it in china, up 34%. also doing very well in europe, which is weak for everyone else. even canada is robust for these guys. it is the u.s. that is awful. a good statement overseas, though. even with these challenges they are not a bad operator. they delivered expansion due to lower-than-expected markdowns. the analysts figured these guys would be clobbered, but that did not happen. i will give them a golf clap. the people who run lululemon sing confident they can turn things around otherwise they would not of bought back $1.2 billion worth of stock. something that was a major contributor to the earnings per share. they paid an average price of

$395 per share in the first quarter. at the end of the day the problem is simple. lulu's lost traction with core customers, women in the united states. it seemed pleased with its men's business but confessed to a slowdowns in women's. to its credit management addressed the issue, admitting they dropped the ball by introducing fewer seasonal updates. even yoga pants were impacted and that is the heart and soul of the business. they also had an unfortunate incident where they had to pause sales. because of customer complaints that the unflattering back seam gave them what they called long butt. historically they were consistent about trying to make it look pretty good. i don't know, maybe they lost sight of that.

on the conference call management said they were trying to correct their mistakes and turn things around. they replaced the merchandising team which was applauded on wall street. they plan to fast-track products and bring a new merchandise. the ceo said he is confident they have the situation under control, adding i am excited about the newness and innovation flowing into our upcoming product assortments. we should note that yesterday we found out a very encouraging thing. that mcdonald is putting his money where his mouth is. he bought over $1 million on tuesday. we told you that insiders sell stocks for a variety of reasons, but they only buy for one reason, they think it is going higher. i want to give him the benefit of the doubt. he made a lot of money from shareholders, but i don't think he addressed the real problem. you see, i think lulu's core business is struggling simply because there is a lot, no, a ton of competition that there did not used to be and

comparatively the merchandise seems to be pricey. if you are looking for leggings, you might want to go to beyond yoga or outdoor voices or gap or american eagle's brand or movement, an offshoot of urban outfitters. many of these brands sell merchandise for a fraction of what you pay at lululemon. they were proud of the price points last quarter and they should be. i think this is a key reason why they are losing core customers in america. at the end of the day lululemon can fix the fashion assortment and cut guidance to the point where numbers will be easier to beat, but there is no cure for competition and until they figure out an edge, it is hard to see lulu making a comeback. while they are doing well overseas, especially china. virtually every western company that operates over there is in trouble. americans are pushing back and it is no wonder that sales were

down 3% this last quarter. you could argue that it is worth buying when historically the stock sold for a whopping 43 times earnings, but to make an argument on valuation grounds you need to believe there can be no more number cuts coming. i can't say that with confidence when it comes to lulu, not yet. not with this much competition, including the re-imaging from gap. he will take a hard look at this. here's the bottom line. i am rooting for lulu to make a comeback, but there is so much lower-priced competition that i am not ready to stick my neck out for this one. as much as i think he is a total pro, this is still a show me story. let's go to new york. >> how are you, jim? >> how are you? >> i love your show. >> inc. you.

>> i need a device. i have dr pepper and the dividend is 2.3%. i need your advice. >> i think the stock, even though it has been a horse of late since we decided to get out of tech, we being the market, i think it still sells for only 20 times earnings. i think you can go higher, still. i have always liked the company. now it looks like all the hard work is paying off. now i am rooting for lulu to make a comeback, but for now i think this is still a show me story. it's too bad. we all want it to do better, don't we? coming up, hit us with your best shot. an electrified fast fire lightning round is next.

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it is time for the lightning round. and then the lightning round is over. are you ready? time for the lightning round. we will start with andrew in florida. andrew. >> jim, thanks for taking the call. you mentioned -- >> i like that stock because we are all looking for situations where we can play the environment and corporations and we've got it. let's go to dave in illinois. >> dr. cramer, my old best

friend. happy thoughts on this friday. >> same to you, dave. welcome to the show. what's going on? >> the spinoff -- what do you think? >> they are doing a lot of great stuff. we did look hard at this. it is a highly valued stock, so i am not sure how much more we can go unless it makes an acquisition. i don't see that happening. now let's go to mike in pennsylvania. mike. >> booyah, jim. how great it is to be on your very informative show. >> thank you. thank you on the show. thank you. >> lim research. >> this is a dangerous thing to say, but you have a phenomenal company that is down 1130 to 730. i'm sorry, that to me is an overreaction and i would rather

be a buyer, but by it slowly. do not buy at all at once, that will lead to pain. let's go to bill in north carolina. >> thanks for taking my call. my green bay packers tonight, should be a great game. >> a great game is what i want. it will be fantastic to see those teams in action. how can i help? >> i watched an interview with the ceo of eastman chemical. >> yes, a very smart guy. i have been able to sit down with him and i think the stock at a 3% yield is one of the better stocks in the market and that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by charles schwab. coming up, game on. do you have what it takes to stay diversified? call cramer and find out, when we return. >> jim cramer, the diehard.

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as i said throughout the show, this market is just plain ugly, but your best defense is a diversified portfolio. as we close out the worst week of the year for the s&p 500 and it was painful, i think it is time to play mi diversified? tell me your top five holdings and i tell you if you need to mix it up a little. you can't be too conscious as we saw from tech. let's start with keith and with wisconsin. what of you got? >> thank you for taking my call today, especially on a day like today. i am a long time watcher, third time collar and original member of the investing club.

i especially like your sunday educational newsletter pieces. you kept me invested through this market and give me such invaluable education and helped me with my portfolio. i really appreciate that. >> you listen to what we are about. that's great. the sunday piece takes a long time, but to hear that you appreciate it means i am inspired for the sunday. how can i help out? >> apple, caterpillar, costco, eli lilly, and own it, don't trade it, nvidia. >> all right, let's go to work and thank you for the kind words. eli lilly, we know that people like that. we did some selling earlier this week, because we felt like we did not have enough in the name. apple, own it, don't trade it. caterpillar, i thought he said such great things about the data center and all of the different activity. infrastructure. makes me feel terrific about

it. costco had a great month. they sold it anyway, but the numbers were better than expected. which brings me to nvidia. here's the problem. apple and nvidia are two of my absolute favorite companies. agency stocks, i said companies. my take away thinking is do we make an exception in this particular case for having this much tech? the answer is no, not in a five stock portfolio. in 10, yes, but in five we have to accept that this is not diversified. you have two understand that that is not diversified because we have a drug company, a retailer, a machinery company and no diversification, but i understand and i hope you have others to dilute that, because it is too much tech for a five stock portfolio. that said to fill in north carolina. >> hey, jim, how are you doing today? >> i am doing well, how are you?

>> i'm doing fair to middling today. >> well, it is such a horrible market. i'm trying to keep up a good face on this. i know it was a terrible day. we talked about it like 100 times today. this was one of the worst days in a long time, so we get that and we want to move on from it. how can i help you? >> you have to take advantage of these days. i will give you my five stock sent i'm not going to give you apple days so don't bother. i will ive you some stocks that are not as popular. >> i like that. >> i've got plenty of microsoft, i've got all that stuff. alison networks. verizon. morgan stanley. and when i am not too crazy about, ge healthcare. >> let me go to work. i think this is a really interesting portfolio. i will tell you why. it is really interesting

because you have verizon and ibm and morgan stanley and that should be preserving if not boiling stocks. it is not today. arista is a terrific company. the ceo is so smart. this has been an amazing player. ibm is doing a terrific job. verizon, i did not care for the deal because they could've bought it for much less, but they did buy it and get it in 13 million new homes. morgan stanley last quarter was better than the last 5/4, so there is hope. ge healthcare, i understand that you did not like it, but it did the mid to high 80s this week. i want to be careful in dooming that stock. it has made a nice move. so we have healthcare, financial, telco, tech and tech. this is not like having apple and nvidia. this is different. we will keep arista and what

we need, let's say, oh no. i have a lot more people i want to play, but what i want to do, watch the action in abbott. i really like it. let's spot that went out. all right i always say there is a bull market somewhere. i am jim cramer. see you monday. >> and when they were speaking, they had an accent. they said, "do you know where we're from?" >> narrator: ...flirty... >> the one very more -- taller, sophisticated. the other one was more cutesy, like the girl next door. >> narrator: ...and fun-loving. >> very disarming. they compliment you. you know, "you're very, very nice. you're a nice american." i said, "oh, thanks." >> narrator: they're bar girls, also known as b-girls. and once they get a hold of a man's attention... >> the girls would straddle the guys, rub up against the guys, grind on the guys. >> narrator: ...and his credit card... the game's over. >> every three minutes, $2,000, $3,000, $5,000, $800 tip, $700 tip.