>> the show is created inspiration for tim's halloween costume this thursday. >> really? >> i know what you're going to be. baseball in the bronx tonight, by the way. and gilead continues to trade higher. >> do you know what you're going to be? >> i don't rlly eaknow, but kno. but judging by some of the scatological humor tonight -- >> "mad money" starts right now. my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people make friends. i'm just trying to make you a little money. my job is not just to entertain but to educate and teach you. so call me at 1-800-743-cnbc newsom or tweet me @jimcramer. you can't make up these moves. i'm talking about the big runs, runs that raise the stakes to

dangerous levels. for those who want to buy stocks before the company's report. the average the dow gained 273 points. the nasdaq up too. but it's pulsing underneath. virtually every major company i talked about in my game plan on friday traded erratically high today. let me explain. first, no one knows the earnings numbers a ahead of time, except the ceo, the cfo and a small group of people at the company. they are tight-lipped. the analysts like to seem like they know, but we've seen how wrong they can be over and other and over again. so when a stock roars in earnings, it's not like it reflects inside information. it typically reflects excessive enthusiasm. >> house of pleasure! >> in other words, these stocks are going up on nothing. and that i think makes them very dangerous. that's what we got to talk about.

let me give you some salient examples. tomorrow night, we hear from alphabet, which is up nearly 20 bucks from its september lows, including a buck and change again today. albertsons is notorious, there is a revenue number for an outsized loss in the catch all division or some figure that shows they paid too much for too little traffic. this time it might be the management is defensive about gemini or the ai platform. even when the quarter is good, alpha can make it sound bad. and maybe they reveal waymo is lose money hand over fist. hard for the stock to go up on earnings for everything to go right, and for this company, it rarely does. then there is amd. now i think this stock is dirt cheap. buy it for the trust. but company just bought zt systems in order to compete nor aggressively with nvidia. and intends to break off ct's

infrastructure manufacturing practice, the hardware and sell it. what happens if they don't sell it? what happens if they can't sell it? will the stock get dinged? clobbered? how about the new ai personal computers? are they selling well? we're hearing ing no. there are a ton of variables and no one knows the answers except ceo lisa suh and a couple of other people at amd. but amd has run up from september lows advancing to 369 today. and that makes it more precarious. how about mcdonald's? hen this stock fell last week on the e. coli outbreak, i thought it would be immunized from anything negative, but now it's rallying $4 today on what? that it's reintroducing the quarter pounder sans onions in some states in we don't want the preearnings rally. we want the stock to have no fluff so it can go up 5 on a good quarter. it will go up, but i don't know how much anymore. wednesday morning classing

starts with caterpillar which notoriously reports a headline number that's immediately traded upon before we get any of the small print from the company. you get the headline earnings and sales numbers, but they don't tell you everything you need to know. in fact, they're not in many cases the most important thing to know. people will want to know about inventories. and if cat's up big on sales and ear earnings, it can go down on inventories, in other words, where the big trucks are. sure, you're going to get some terrific verbiage about the data center you. neat cats to build that stadium. i saw the cat solar engine on the rig last week -- i'm sorry, the platform last week. i think cat is doing amazingly well. they've been able to stop the chatter about lower sales in china. it means nothing now. but man, this thing is already up more than 60 bucks. 6-0 from september lows; and tacked on nearly 5 points today. on what? i say it's run too much, and i like the company very much. wednesday afternoon, it's meta and microsoft. now i think meta is the cleanest

one of all the stocks, okay, that's going to report this week that i've been talking about. last quarter mark zuckerberg laid out a strategy where his company becomes the most important place for a company to advertise, these big consumer products are like the colegates. and the future. you wire the money and they design your campaign and place the ads where they should be and have to go with people who want them. everything is targeted. customers will save billions of dollars. but geez, meta is up nearly 5 bucks today on nothing. fortunately, at 578, it's still well below at 602. it's the least problematic of the big names we're hearing about this week. as for microsoft, maybe you caught a break with the stock down a buck and a half today. after being up four at one point. now you need to discount. you need that discount. why? because we keep hearing that microsoft's copilot, much vaunted copilot, i should say, has sold. a very important source of

information. it's being knocked on twitter by marc benioff, ceo of shalesforc. if there is a dent in the sales, lockout. we have to worry about azure, the web services version that can upset people. even if it only misses by a infinite amount, it's no longer the lock it used to be. thursday could be dreadful, people. you know i say own apple, don't trade it, right? but having the stock up 2 bucks today, sending it within $4, spitting distance of its all-time high, that's a prelude to a nightmare. we've heard so many firms ahead of this quarter, and almost every single one is negative. they're going to miss. they're going to miss. they're going to miss. oh, and i did i mention that they're going miss. there aren't enough iphone orders. china's terrible. who cares about ai when you can't see it. neither at&t or verizon is doing well. they didn't say that. and t-mobile said it was good. and the stock is so high.

for some reason, the drumbeat of negative news about weak orders and lousy lead times hasn't impacted the share price this time. i say strap yourself to the apple mast because it could get real choppy/ugly. now the stock's got to be -- it's got to be a perfect report, okay, to go up from these levels. and i think the word "perfect" does not come to mind when we're talking about apple's quarter. all right. how about amazon? now there is so much that could go wrong here. the last time amazon reported it missed its retail sales causing people to head to the exits all at once, the stock got plummeted down to 161. the forecast is the forecast. it's now become to 188, yet there is no sign that retail is improving. if you think back, they gave you a down beat forecast because the attempted assassination of trumps as well as the olympics? you can never count amazon out, but i do not love the risk-reward here even as we own the stock for my charitable trust. then there is the problem of

project kiper, like that really weird green liqueur. amazon's service is kiper. elon musk can do whatever he wants. spacex is private. but say $2 trillion, you know, making up with the deficit. but the same rules do not apply with amazon. i think kiper comes in a negative, not a positive way. and people are going to say, i didn't know. read the recent cnbc.com. you'll know what i'm talking about. go there. wait for show today. every one of these tech titans will be held up to scrutiny about their data center spending and asked about the monetization of what they spend. alphabet last time saying it's necessary because the other guys are spending, and you have to keep up with them. then their stock will be sunk. even if it's a legitimate explanation, don't do that one. every one of the tech titans will also be accused of writing a too big a check to jensen huang and nvidia. they'll try to say they're

developing their own chips and they don't need jensen huang. but let's say it could be disingenuous. how about that. i am indeed trying to discourage you from trading these stocks ahead of the quarter. [ buzzer ] it's just a roulette game based on nothing. often the game feels rigged. you just month don't know which way it's rigged because companies really and truly do not let this stuff drip out; because it's really bad to go to jail. jail, bad. bottom line, no on wall street knows what any of the quarters will look like except for the principles. so don't bother to follow the money that you see trading right now in anticipation. you know why? it's a fool's errand. chase in south carolina, chase? >> caller: boo-yah, jim. how you doing? >> boo-yah. i'm good, chase, how about you? >> caller: it's a great day in the state of south carolina. all the quick question about honeywell and been a long-time player in it. and a holder in it. it's done very well and would like to get your thoughts on its recent taitt in the marketplace.

>> well, it's been very -- the quarter was very poorly received. and you know why? because it was very poor quarter. i was not happy. i have this great-grandmother, nana mary. and she always said to me if you have nothing good to say, then don't say it. nana mary was always right. even about honeywell. i'm trying to discourage you from trading this week's big cap stocks ahead of their quarters. it's a guessing game, and i don't recommend it. by the way, people did it on honeywell. how are you doing, partner? on "mad money" tonight, i'm checking up on ach health care to see if it's a sign to be. and you called in about the support radar group. i did a little research. and where is hewlett-packard standing in the ai race? i'm getting the latest from its ceo. so stay with cramer. ♪

don't miss a second of "mad money." follow @jimcramer on x. have a question? tweet cramer, #madmentions. send jim an email to madmoney@cnbc.com. or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com.

♪ ♪

with so much great entertainment out there... wouldn't it be easier if you could find what you want, all in one place? my favorites. get xfinity streamsaver with netflix, apple tv+, and peacock included, for only $15 a month. what the heck went wrong at hca health care? this is a company that has nearly 200 hospitals plus hundreds of urgent care centers and various other outpatient facilities. have i been a huge fan of ach, recommending it repeatedly as part of the post pandemic rebound in health care utilization. basically, people postponed nonurgent procedures during

covid, built up a huge backlog, and they've gradually been coming back to the hospital. i recommend ach in august at $376 and earlier this month a new high all-time high at 417. but last friday, when the company reported, it delivered a shocking top and bottom line miss. sending the stock down 9% in a single session. so what was the problem with the quarter? and more important, is ach still worth owning? i think you're getting a fabulous opportunity -- >> buy, buy, buy! >> to buy at a great company weakness. you got to do this. sure the numbers were legitimately weaker than expected, but not massively number. 4.90. it's not the end of the world. light by about 53 million, considering they wracked up roughly $17.5 billion in the quarter. more importantly, you need to ask yourself where these shortfalls come from beyond just the headlines, because some shortfalls are a lot more

meaningful than others. in hca's case, the entirety of the sales earnings came from none other hurricane helene. see, this hospital chain operates nationwide; but they have a particularly large footprint in the southeast, including the hospital in asheville, north carolina, which is in the part of the state that got hit hardest by helene. some people feel like it was ground zero. ach got hit by hurricane milton which had a ton of damage in florida. by incurring additional expenses and a lot estimated $15 million,or 15 cents a share. they only missed by 6 cents. so without the hurricane, we would be talking about a nine-cent urns beat instead. >> buy, buy, buy! >> especially when you add in milton, these hurricanes will hurricane hca's fourth quarter numbers too. perhaps much more than they hurt in the third quarter. jewel to deal with this again. management estimates the damage from the storms will have a $200 million to $300 million this quarter.

that estimate dunn doesn't include any measures recoveries. but it's a severe hit and a major reason why the stock got pulverized on friday. however, this hurricane is a one-off thing. it's not like there is something wrong with the core business. they were victims of bad weather. plus hca had some very good things to say that didn't get much attention at all. first, even with the impact of the hurricanes, management reaffirmed the previous forecast, even though the storms, meaning the numbers will likely come in at the lower number of their guidance ranges. the only change to the forecast was a slightly lower capital expenditures outlook. now wall street was looking for numbers to come nat the high end of hca's forecast. so management says the actual results will be toward the lower end of the ranges. well, that is a technical disappointment. if you want to look at it that way, fine. [ crying ] but i think it's pretty impressive that hca can get hit by a pair of hurricanes that will cost collectively more than a quarter billion yet they'll

still be able to hit their financial targets. a the same time an outlook for 2025 light on specifics, i admit, i found it encouraging. listen to, this quote, while the company anticipates some ongoing impact in 2025 from hurricane helene and the north carolina facilities, the company believes the ongoing effects will be manageable and currently expects 2025 earns per share and ebitda growth to be near or slightly above the up end of the long-term growth rate. above. these long-term growth targets call for 2 -- i'm sorry, 4 to 6% ebitda growth, 8 to 12% earnings growth. so next year is looking pretty good. just instantly, when you look past the impact of the hurricanes and check under the hood, there are some very strong positives here. remember, the whole case for hca is people are seeking health care at higher levels than we've seen in recent years. that theme still going strong as the company's same facility equivalent measures, like a traffic for restaurant, grew by

4.5% while wall street is only looking for 4.1%. the other thing lost in the focus on hurricane damage was the progress on cutting costs. as i explained in august, health care providers of all stripes got hit with elevated costs during the pandemic, especially labor costs as there was a huge shortage of medical workers. but now the costs are coming down, improving hca's margins. in the quarter just reported, the ebitda improved by 90 points year-over-year. that was almost entirely driven by low labor costs. with labor costs as a percentage of revs improving by 160 basis points year-over-year. ♪ hallelujah ♪ that is fantastic. the broad volume growth across hca's various different service lines, pricing looked good, with rev lent per equivalent admission growing, another key metric. the core business is still going strong. again, it really seems like the only meaningful problem this quarter was the impact of the hurricanes. personally, i believe that bad weather is a reason to sell bad

hospital stock. bad reason to sell anything outside of the ag space. that's why i think you have to step in and buy this pullback in hca. after taking a look at the results, the guide dense of the core trends within the quarter, i feel very comfortable saying that the business here is still very strong. bottom line, i've been bullish on hca for quite some time, and there was nothing in this quarter that made me feel like things have changed for the worse at all, even as the stock got obliterated. as i see it, that means the sell-off is giving you a terrific buying opportunity. periodically things like this happen. plus, at this point in the quarter, wall street starts looking at next year to make investment decision rather than valuing stocks on what's going to happen in the fourth quarter. forget about the impact from the hurricanes, which should be minimal was we move into 2025 and buy hca -- >> buy, buy, buy! -- >> which is now trading at its lowest level since august. >> all aboard! >> "mad money" is back after the break. coming up, is there an under the radar way to ride the rise

of sports betting? cramer is turning in his homework on the name, next. ♪♪ [inner monologue] this is going to sound crazy. but i know these attack vectors. oh, had a little upgrade have we? ♪♪ okay, so that's how you want to play.

♪♪ (man) look at this silly little sailboat... these men of means with their silver spoons, eating up the financial favors of the 1%. what would become of them when they discover robinhood gold allows others to earn their very liberal rates on idle cash, unlimited deposit bonuses and handsome retirement matching? they would descend into chaos. merciless chaos. were you worried the wedding would be too much? nahhhh... (inner monologue) another destination wedding?? we just got back from her sister's in napa. who gets married in napa? my daughter. who gets married someplace more expensive? my other daughter. cancun! jamaica!! why can't they use my backyard!! with empower, we get all of our financial questions answered. so we don't have to worry. can we get out of here? i thought you'd never ask.

join 18 million americans and take control of your financial future with a real time dashboard and real life conversations. empower. what's next.

♪ every time you call in and ask about a stock that i either don't know or haven't looked at in a while, i put that name to the side and i promise to come back with a more informed

opinion after doing some homework. last monday -- yeah, we're finally caught up. last monday a call from jake in new york. this fellow wants to know about sport radar. srad for you home gamers. he stumped me. so i said i'd get back to him. this is interesting. it's a swiss company that offers a range of products and services to betting operators, sports leagues and media companies. on the betting technology and solution side of the business, which accounts for more than 80% of sales, they're catering to pretty much anyone that offers a sportsbook. draftkings, fanduel, regular casinos with sports betting. sports getting gives them reliable data as well as content from sporting events around the world. now they also have their own odd service including prematched odds and live odds. those are very hot. in fact, the live odds platform is the most popular in-place service on the market. they even have sophisticated trading risk and liability management solutions embedded in the platform. thing of sports radar as a pick and shovels play for sports

betting. that's kind of like the gold rush. never mind. it sounds enticing to me. we know that sports betting has become a mass business, and all the players need this stuff to to operate as efficiently as possible. on the other side, they've got the smaller side of this business called sport content technology and services. sport radar serves everybody from leagues to teams to media companies that broadcast sport content. lots of marketing and media service that help with digital advertising. video'd analytics from coaches and scouts. that's pretty cool, huh? tools to help sports leagues manage competition and produce official data. finally, not by hand anymore. they offer integrity services which helps sports organizations monitor for cheating, even governments and law enforcement use this stuff. now this stock was a product of that ipo boom in 2021, but it came public toward the tail end of the period. never really caught on initially. sport radar came public september '21 and then the stock an all-time high of 28 in its

first week of trading, and then started falling, ultimately sinking to single digit status by mid 2022. in july of that year it bottomed at 7 bucks and change but stayed stuck for a long time which i never paid attention to it. i don't look at many of those. however, in the past year, wow, sport radar has caught fire. up nearly 43% over the past 12 months although much of the move came at the end of 2023. year to date it's only gained about 13%. it's still lagging the s&p 500. now that i'm giving you this company a fresh look. there are some things here i really like. unlike so many other members of the ipo class of 2021, these guys actually make money. in fact, they've been profitable since coming public. more important, the transfer sports radar, financial reports, they look great. using support radar's latest radar and ebitda guidance for 2024, both lines more or less doubled over the past three years. put it another way, annual growth rate in the past three

years and its profitability has grown even faster. what's driving this train? in the past few years, there have been several rounds of rights renewals which proved to be pretty expensive for sport radar. the company has to bid for access to each of the leagues and negotiate with each league vitt individually. the cost of the rights has risen substantially over the past few years which has put a lid on earnings power for a long time. now there is one big deal left and that's with major league baseball. after they negotiate this one, sport radar should have a period of calm where it is good visibility into costs for a few years. that means they'll be able to focus on growing margins. it's why when you look at the consensus estimate in 2025 and 2026, you see wall street reflecting significant earnings growth. and back on september 4th, ana analyst j and securities upgraded to buy. the smms should look a lot

better. just one week ago, the same day that jake called about this one, sport radar caught an upgrade to buy overweight by analysts at jp morgan. hold on, wait a second, jp morgan? after meeting with management, they said, quote, we come away incrementally encouraged to innovate on product and generate pricing power that is garnering higher share of wallet, especially around live betting, creating a favorable setup for margin expansion as we come out of the most recent rights renewal cycle and into a multi-year period of what should be continued top-line momentum and lower operating expense growth, end quote. again, same thing. once we get through this mlb deal. now put it all together and thing is definitely something to this idea from jake in new york. sportsradar numbers, they've been improving gradually in the three years since the company came public. but the business looks a heck of a lot more attractive now that they've almost done bidding for expensive sports leagues rights

for quite a few years that makes for a nice catalyst for the stock going forward. i think both j and p and jp morgan are very right about this stock. 3.7 billion market cap, just 277 million in earns before interest tax, appreciation, ebitda expected in 2025. stock trading for roughly 12.3 times next year's ebitda numbers when you back out their net cash position. that doesn't seem particularly elevated, especially when you consider sportradar has real earnings growth, growth that should improve going forward. when you do a more traditional analysis, sells 48 times next year's earnings, toward the high end of what anyone would pay for a company with mid-20s growth rate. i think it's the wrong metric, because the earnings are still relatively small hereand just entering a major growth phase. but i get if you have reservations if you don't like using ebitdas valuation, it doesn't work for you. but i say go for it. if you're intrigued by the sportradar story, i still consider this a speculative

stock based on the nature of the business. the bottom line, i'm not sure if everyone will invest in sportradar, but you definitely have my blessing to place a bet on the stock. maybe you can parlay it with my existing favorites in the sports betting place draftkings. it could be a very considered investment. not just a gamble. pal in jersey, pal? >> caller: boo-yah, jim. how are you? >> i am doing fine. how about you? >> caller: i'm fantastic. and wanted to wish you your family and your amazing team all the best for an amazing season. >> ooh, thank you. >> i've been a fan for more than a deck aid or more. >> thank you. you're very tour. >> and also for the best in class on the bet. >> thank you. >> caller: my question was around net, cloud player. love to get your outlook. >> i think matthew prince is doing a remarkable job. i think this company has more knowledge base than almost any

company in video streaming. i like the company very, very much. i'm not put off by the high-priced earnings multiple. i think it's terrific. i say buy. craig in missouri, craig? >> boo-yah, jim. great to see you. my question is over go daddy stock, gvdy. >> yeah. >> caller: i know they're reporting earnings later this week. i know a lot of big investors are holding it right now. i see the stock price going down from 67 to 160. i'm wondering, would it be advisable to look at maybe buying before they report earnings or just waiting until after? because i've got a conviction that they might have some really good earnings. and sometimes when you buy a company that has really good earnings, that can be a big

reward. >> well, you probably know more about it than i do. i have tend to hang back and not buy ahead of the quarter because i think that stocks do not necessarily in this year tell you which they they're going to go if you buy them ahead of the quarter. you do have an inkling. you have maybe some intuition about it. i do not. i personally would say let's see what the quarter is and then make the investment. but thank you for your kind words, and thank you to our first caller with kind words. if you're intrigued by the sportradar story, i'd say go ahead and place a bet on it. now much more "mad money," including my exclusive with hep, that's right, hewlett packard ente enterprise. then in this turbulent business cycle, one cyclical retailer i think is built with some strong secular assets. a little teaching tonight about this too. don't miss my deep dive on a club name that i like so much. and obvious all your calls

rapid-fire in tonight's "lightning round." so stay with cramer. ♪ hallelujah ♪ ♪♪ ♪♪ the winter escapes sale is now on. visit sandals.com or call 1-800-sandals.

>> university of maryland global campus is a school for real life, one that values the successes you've already achieved. earn up to 90 undergraduate credits for relevant experience and get the support you need from your first day to graduation day and beyond. what will your next success be? so, you know, han is 22 years old, and we've been together most of my life. not often do you have a childhood dog that, that lives this long so i think it's really unique and special that we've experienced so many, so many things in life together. knowing that he's getting good nutrition and that he has energy is a huge relief for me and my dad. “such a good little bean.” we're so grateful to have had this time with him, so let's keep it going and make every day special.

(♪♪) behind every splenda product is a mission. helping millions of people reduce sugar from their diets. now try a sweetener grown by u.s. farmers.

introducing zero-calorie splenda stevia. at splenda stevia farms, our plants are sweetened by sunshine. experience how great splenda stevia can be. grown on our farm, enjoyed at your table. (♪♪) so many artificial intelligence stocks have roared this year, but not everything with an ai angle has gotten credit for it. take hewlett packard enterprise. they're the makers of server storage, network equipment. they were created when the old hewlett-packard broke up nines years ago. hp hosted this ai day when they outlined how the business will benefit. call me impressed. we're going straight to the source antone.

>> thank you for having me. >> if i were to call on nvidia, i couldn't say please install what you have, get jensen huang on. it doesn't work like that. they have to go to someone who knows what they're doing, has expertise and can make it work and service it. and that's you? >> absolutely. and we have an astounding partnership with jensen and his team for many, many years. in fact we have built some of the most amazing super computers that today run many of the applications we speak today. but you need someone who has expertise and especially as we look into the future with liquid cooling and the need to scale and drive power consumption down and density out. >> these things do burn hot. >> yeah. >> everybody wants to use less electricity. also, everybody recognizes that there are many environmental hazards for burning hot. you've got a solution. you've mentioned it, liquid cooling in your wonderful ai day, you explained why there are

other forms of cooling but they won't work as well. >> remember, when you burn your finger, you don't blow. you go to the water. >> so one's air and one's liquid. and you're liquid. >> today how we are calling the system today is a mix of both. air cool and liquid cool. and they have some advantages. when you think about reducing the power consumption by 90% from traditional air-cooled and reduce the space by 50%, which means we make the system more sustainable, we need to go to 100% liquid cooling. a couple of weeks ago we hosted ai day. hp announced the first ever 100% cooling. what you see is not just the traditional serve were the gpu that nvidia built, which is amazing, but also it looks like the networking switch. you need a lower networking switch. this vast amount of gp use. what you see is the first liquid

cooled switching, which is our own intellectual property which allows you to connect these vast amount of gp use and aspect of infrastructure. >> one thing people need to know is your analyst day, the ai day wasn't just about ai in terms of the fan versus liquid cool. you actually laid out the time to value proposition. and one of these i loved is you actually talked about how it's being used. customer support, legal compliance, contract reviews. you actually see that you've got actual use. can you tell people why ai is not just something all made up for fool people? >> ai is going to transform our lives, and i think it's going to transform every enterprise. but you have to look from the lens of business productivity. some of these cases you mention is how enterprises are driving business productivity through the transformation or the business processes using ai. you see pharmaceutical companies

using more liquid docking to find new drug discoveries. when you think about manufacturing companies like g.e., for example, finding the most sustainable engine for airplanes they are using ai to really do the simulation to a level we haven't seen before. but obviously, you know, in financial services, they're all risk management. you think about marketing using digital marketing and ai to target the consumer in a much more predictive way. so there is tremendous amount of news cases there, but is also the sovereign space and the service provider space. >> i was going ask about sovereign. you spoke about sovereign many times. that is something like jensen was just in europe last week. all it was about sovereign. people continue to think, unbeknownst to what they're really doing at nvidia, that everything is corporate. but it's the sovereign that have the most to lose if they fall behind. >> yeah. so i think, jim you need to think about the ai in four unique segments. you the mobile builders.

the openais. we need to train and train with public date after the. and then hosting the large infrastructure to serve sovereign or serve enterprise customers. but you have the actual sovereign clouds which are governments and academia building these large ai clouds so they can offer those services to both the private and the public side. and we see tremendous growth in that environment. hp is a unique position because we have built for them the largest supercomputers ever built. hp will soon own the number one, number two, and number three on the planet and the most sustainable super computers that you can run today. >> when i read the analyst note, why the heck should you have such a low price earnings multiple. your price to me is ridiculously low. and therefore the risk i regard as being low. but some people say jim, you don't understand. the execution of what they're trying to do when they're buying juniper, a big company, means we have to wait and see. i find in my career if i wait

and see, i miss the next ten points. can you reassure me, and i know it's not easy, but you have a large acquisition that you're actually quite confident that it's going to work? >> so on the january 10th, we announced the acquisition of juniper networks, and we are on track to close that transaction the end of this year, the beginning of calendar 2025. so it's just around the corner, we should say. but that acquisition provides shareholders an amazing thesis. number one, through the cinergys of the deal we more than pay for the transaction. and we commit at least $450 million to synergies. but then you look at what they bring to the table, together we can build the most modern secure driven network and fabric so we can give customers an alternative. and that's from edge to crowd. the edge bring the ai to the network and the computer hp has and then to the cloud to build these very large systems at scale where networking is going to be one of the core tenets.

between the high performance silicon that they have and the high performance silicon hp has as well. because, remember remember on our portfolio we build our own sil silicon. we have a cowboy here. these are the networking switches that we build with our own silicon. these are aruba networking silicon. we bought this company in 2015, and we have been building our own silicon since then. together, we can offer customers a tremendous alternative in addition to bring together the computer storage to the network. >> well, i've got to tell you, look, sometimes you see a stock and you realize it's mispriced. and one of the reasons is because people, you had that legacy, the split. people never really got their arms around it. they thought aruba, i don't know. they worry about juniper. i always liked juniper. i think it makes you more ai so your price range multiple should go up. sir, i think you've done some remarkable things. >> well, thank you. >> i think it's a very, very

compelling story. >> yeah, hp we're playing in three domains, jim, in the network from edge to cloud. and to your point portfolio financially to higher growth. in the hybrid cloud with our hp platform. we already have 37,000 customers on the platform. and that platform allows us to sell both cloud services and ai services, and then ai at scale with technologies innovations like this. >> and cost of oraoperations th is lower than i thought. i want to thank antonio neri, president and ceo of hewlett-packard. thank you for being on "mad money." >> thank you, jim. >> by educating myself, i know i have a great future. >> get vested. go to cnbc.com/joinjim.

(man) look at this silly little sailboat... these men of means with their silver spoons, eating up the financial favors of the 1%. what would become of them when they discover robinhood gold allows others to earn their very liberal rates on idle cash, unlimited deposit bonuses and handsome retirement matching? they would descend into chaos. merciless chaos.

it is time. it's time for the "lightning round." cramer says saying the stock, saying buy, buy, buy, sell, sell, sell, and we play this sound -- [ buzzer ] -- and then the "lightning round" is over. are you ready, skee-daddy? the "lightning round." let's start with tracy in nevada. tracy? >> caller: hello, mr. cramer. third time caller. i've been watching since 2009. >> okay. >> caller: and you are the pupil of my finances. i am blind and my husband passed away '09. and at that time my finances was very difficult. but watching you and taking your advice, you helped me rebuild my finances to be very comfortable and i am eternally grateful for you. you are amaze, and i thank you, thank you. my question is about lam research. >> well, before i answer that, i just want to thank you. as is often the case, when you've been around as long as i

have, you say why am i still doing it? and the answer is i'm doing it for tracy, because that's what i do. you're my boss, and i like working for you. and the answer about lam research, i like it very much. lrch should not have gone down today. i think it's doing extraordinarily well. and not linked with asml is. they already told you how much chinese exposure they've had and they've had to cut it back. so the answer is i would buy, tracy, and thank you for your kind words. let's go to leon in pennsylvania. leon? >>. >> caller: good evening, professor cramer. >> what's going on? well, you know, there is another time. when energy wasn't so bad that i would say sun corp 4% yield, let's give it a shot. no shots are being given in this industry. i can't do that. we own for the charitable electricity, and that's the only one. other than chevron after spending a lot of quality time with mike worth on a platform in the gulf of mexico. he'd be the ceo. vikram in new jersey.

>> caller: hi, jim. how you doing? boo-yah, i love you. i love your show. >> well, thank you, man. thank you. >> caller: awesome. i wanted your opinion on okolo. >> okolo is a short squeeze. i am getting tired of the sport squeeze. here is my wrap on short squeezes. i learned early on if you play them, they're like musical chairs. if you're cool with the music and you can anticipate when it ends, binge get, it's all for you. if you can't, you're like me. i don't want to play. let's go to david in wisconsin. david? >> yes, how you doing today, jim? >> i'm doing well. how about you david? >> caller: imi am doing quite well. i am interested in a company. it's an ep toll company. it's electrical, vertical and landing aircraft. it's joby aviation. >> they just raised capital, and that capital is going to let them -- they've got enough money to be able to last for some

time. so i'm going to countenance buying it until that money kind of runs out. i think they're okay for now because of the 40 million shares that they sold at 505. that's not far from here. but if it gets to 7, i would take the money and ka-ching, ka-ching. let's go to sam in massachusetts. sam? >> caller: jim, listen, it's pretty unusual you get a stock down 81% year to date, but that is exactly what the case is with solar edge technology. >> well, sam, i'm going to give you some positive news about solar edge technology. i've been in this business a long time, and i have learned one thing. stocks stop at zero. let's go to jay in oklahoma. jay? >> caller: boo-yah, mr. jim. hey, man, you are a rock star. >> well, okay. >> caller: on qs. they recently put out their latest solid state technology battery to their customers for testing. have you heard anything about

that? >> no. i mean, quantumscape, the guys that told me to buy quantumscape, they were quantum wrong. so i don't want to be quantum right. i would avoid quantumscape. quantum-escape, so to speak. how about we go to don in kansas. don? >> caller: yes, jim cramer. >> yeah, don! >> caller: my question is mint apps. november tango alpha papa. >> that's a good company. they're making a lot of money. it's not expensive. i'm all in. we saw them in san jose. we were having really good food outside a mexican bar. i saw it. looked into it. it turned out to be very cheap. and the bar had unbelievable mescal. every kind except for my wife's. and that, ladies and gentlemen, the conclusion of the "lightning round"! [ buzzer ] >> the "lightning round" is sponsored by charles schwab.

♪

(♪♪) behind every splenda product is a mission. helping millions of people reduce sugar from their diets. now try a sweetener grown by u.s. farmers. introducing zero-calorie splenda stevia. at splenda stevia farms, our plants are sweetened by sunshine. experience how great splenda stevia can be. grown on our farm, enjoyed at your table. (♪♪)

♪ when you're looking for stocks to buy, you have to make a determination about it up-front. do you have a cyclical or secular story going for you? what makes that so important? who cares? well, the big money managers care. they want to get the timing right. and to do that, you need to know where we are in the business cycle and what it means for different industries. right now we have a bunch of companies that are trying to ride the business cycle, and they're failing to do so. they blame stubbornly high interest rates interest shambles of an upcoming election. oh, they're filled with excuses. the real reason is these companies are cyclical. they depend on the company picking up when interest rates go down. if it doesn't pick up quickly enough, it's hard for them to make the numbers. it's the nature of the base. that's why we care about the distinction between cyclical companies hostage to the economy

and secular ones that can put up similar results regardless where we are in the business cycle. that's what we're looking for. periodically, though, you find a company that can straddle both the cyclical and the secular worlds. and when you find them, well, you got a treasure. think home depot, which since going public september of 1991 is up more than 1 million percent. ♪ hallelujah ♪ it's tremendous that the company has not only survived in such industry, it has become the dominant national player. they pulled it off because it's been a cyclical story and a secular growther to. there is a boom and bust portion, but for most of the business since 1991, it kept growing regardless. why home depot is a lot less hostage to the fed than you think because of the partially secular nature of the company. right now it has four secular trends going for it. first, the aging housing stock as there haven't been a lot of homes built, and the ones around are in need of repairs. said, it has favorable demographics which there are a lot of millennials who want to

own and if they get it they'll spend money at home depot. the housing market is driving higher prices for house. they do so much business with professional contractors. and the way they've upped the ante with the srs acquisition. finally, fourth, there is plenty of home equity money sloshing around to redevelop and renovate. these trends are underappreciated. i agree. ultimately it doesn't matter. when a company makes its numbers in lean times, the bad part of the cycle, that speaks loudly, and investors are listening. now you can argue that this is an unusual moment, but historically, it's not been unusual for home depot. the hybrid model works. carrying it through the cyclical pain. even if the fed doesn't move with alacrity to cut rates, home depot will still prosper. or the put it the way they do when your house is appreciating value for the past several year, renovations are not an expense. you regard them as capital investments which means you spend more than you might have

expected. that's the essence of what home depot thrives on. on the other hand, if the fed cuts rates more aggressively and the economy turns around, few companies will do better than home depot. either way, kit win, which is why we own it for the charitable trust. i like to say there is always a bull market somewhere. i promise to try to find it just for you right here on "mad money." i'm jim cramer. see you tomorrow. ♪ hallelujah ♪ investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪♪ is a fashionable way to bring out your inner animal. what's up, sharks? my name is alexander mendeluk. i'm marley marotta. and we are the co-creators of spirithoods. we're seeking $450,000 for a 15% stake in our company.