>> oh, oops. very honest. >> novo is expecting 25%. >> we all saw it coming, and karen saw it coming as well. it's true >> it is mad money starts now. >> hey, i am cramer, welcome to mad money. i am just trying to make you some money. my job is not just to entertain you, but to educate and to teach you, explain phenomenal days like today, so call me. what the heck just happened?

was there really that much pent- up cash waiting to be put to work as long as trump won the election? i am astonished to see such a powerful move higher. the dell surging 1500 points, s&p skyrocketing 2.53%, and the nasdaq, 2.95%? it was as if all the sellers in the world dried-up and there were nothing but buyers point the market likes donald j. trump and it loves a peaceful transition to the next president. we got both print and we had a monster [ inaudible ]. it was a full jailbreak and the bears never knew what trampled them. now, though, with the inclusion of this amazing session, we have to ask, have you missed the trumpet rally? very reasonable to ask that, that so much the market was up to point summitt may have already reached their [

inaudible ], at least until we get some verification. because while trump was elected last night, [ inaudible ] point first, let's understand that many people thought we would have a contested election, which would cause tremendous uncertainty. the fact that we already know the winner is a huge win for the stock market itself, which makes it a magnum for new money. this election with its vicious stream of hate and fear is finally over and it is over in a peaceful way. honestly, the atmosphere is released in the stock market today was so powerful [ inaudible ] normally, when bond yields shoot up like this, the stock market rose over point stock buyers today simply didn't care, i have never seen this before. third, trump wants to cut taxes, all taxes point including corporate taxes, some numbers go higher, estimates go higher. earnings-per-share go higher. you do need to see interest rates go low for things to really work. someday this is going to matter. it is hard to keep doing this

and piling on debt. but party on, that's when we release the damage, that's what it felt like to me, seems to be the mantra. tax cuts were causing more profits than we already have. finally, we came in hot, but we were still oversold, and many trump stocks had been selling off because for the last few weeks, it was that harris was gaining momentum. how did that happen? i will tell you how that happens, the polls were wrong again. we don't talk about that. that's another reason we had the tsunami of stop buying. money came ut because of harris paying back because of trump. so, with that prelude, [ inaudible ] first the rally in tesla, that one has legs. i'm telling you, i can't believe it was up much more. for trump, politics is personal, he will reward elon musk as much as he can, given the constraints of the law. tesla does need some things, elon musk once itself driving approval nationwide. trump might push for interstate self driving.

[ inaudible ] he could say this one goes higher. two, the banks point these stocks had a gigantic moves, moves that would take weeks or months to occur, and instead, they have been and a handful of hours. the banks have been pushed down for ages because the democrats [ inaudible ] who love to go after the industry. you may hate the industry, you may love it and say enough print [ inaudible ] giving their buyback ability. that in turn really up debilitated -- [ inaudible ] now the banks can be unfettered. they might be able to merge again. more important, the investment banks can [ inaudible ] on many more mergers and regulators will look the other way and we will get more ipos, too. it is hard to convey how much there was between bankers and the biden administration. they were oil and water, that is it. [ inaudible ] they usually do.

they actually sold some of our shares. this became some of our largest positions because they went up so much. you will see our reasoning. but overall, the group is still cheap. it will come down, you can buy. [ inaudible ] these moves rarely have legs because there are no buyers in the actual companies, so sellers of these stocks will come in and they will come in in the next three days. that said, the snowcapped values about appealing the thicket of regulations that you end up with under a democratic administration. of course, the most onerous regulations are state and local. [ inaudible ] being overturned in court. as a small business person myself, i can tell you that the regulations have destroyed many more businesses than any other factor, including economic downturns. any industrials, any transports went crazy today. that is because buyers sense there could be a big wave of

growth. that is one of the pillars. this one is a bit of a stretch because we have already had a rally in the industrials. i will give you more on that later but we also have to accept we will have another earnings season right in time for the inauguration. we will have to worry about those earnings, too, but not yet. so, there could be more big moves ahead, maybe after the market goes down after the fed says the wrong thing tomorrow, or if the president-elect says things about the fed that we don't want to hear. [ inaudible ] chinese steel, which is transshipped through mexico right now, and biden administration did nothing about it. i buy that stock of nucor. u.s. steel should do well, too, they are not as good as nucor, but they are good. big tech got a real big boost, especially the ones hectored by antitrust like alphabet or amazon or frankly even apple and maybe even -- we thought maybe nvidia and meta. look, if you make companies --

if companies make foods in china like apple, that could be taught, because china and trump also like oil and water, and if you do business there, it is going to hurt you here. however, because this is a more popular time for -- it is a popular time for trump, okay? and less popular time for china. of the tech stocks, the strongest where the cybersecurity. there is a sense that her trump presidency will bring more hacks, probably won't, though. this one will do best. upending the pentagon procurement process and make it possible for us to play offense when it comes to cybersecurity. especially trump is going to have a lot of fun with alex karp, the cofounder and ceo, that could go much higher, i don't care about the evaluation, i know it is a popular stock, it can go higher. trump likes winners, he lights success stories, that means he will like nvidia. trump is all in with elon musk, you knows elon musk respects nvidia. i would also buy meta here. there's a bunch of bogus [

inaudible ]. i think that is the old days, people. i believe things have gotten better between the two, and you should think more about the fundamentals now, which are fabulous. look, there is some common ground between the two. people were worried about the two of them being angry at each other. no. oil and gas went nuts today, you need the commodity to go higher for this one to keep working. these companies might choose to drill more, but they have gotten more disciplined since the last time trump was president. i do know this, one of the most destructive things that biden did was call for a pause on natural gas exports, it crushed a lot of plants. they will be revived. all sorts of new energy infrastructure, including pipelines. i love the pipeline stocks that i like the natural gas stocks because of the appeal of that federal mandated pause. i like their fires. [ inaudible ] i thought we were going to have a democratic field day against these three, no, not going to happen, no.

health insurers deserve to run, every one of them, i think the republicans now have enough votes to get rid of whatever the health insurance deemed to be onerous about obamacare. huge win. i like united health because it always does well anyway. plus, the new team at cvs which owns aetna just got it gigantic great. finally, i have to say that crypto as the president-elect and he will try to create a strategic reserve been quite which is a fantastic reason to buy crypto. my advice to crypto opponents, you lost, move on x2 if you ask me how much this was a relief [ inaudible ] the possibility of contested election versus policy of president trump, president-elect trump, i would say we have a president who favors higher stock prices, as he told me many, many times, and wants to lower interest rates, i would say it is probably about 75% trump. but the ironic bottom line is it will be tough to exceed the biden regime when it comes to the stock market. biden was no friend of stocks, but the market went up anyway.

who knows how high they can go with the president-elect who always told me that the dow jones industrial average was his version of the nielsen ratings question mark let's go to chuck in north carolina. chuck? >> boo yah, jim. >> boo yah, chuck. thanks for taking my call again. i do not have a position in this stock, but i would like your opinion on mcdonald's and cd, i am considering adding it to my portfolio. >> i like mcdonald's, but i don't know if you caught last night's show. we had a texas -- texas roadhouse on yesterday. tx rh. and i don't know about you, maybe you can pull it up online, but it was incredible. and it is making me rethink the restaurant group. i think texas roadhouse is a better stop, though, then mcdonald's. let's go to robert in new york, please read robert? okay, how is everything going tonight for you? >> not bad, how are you?

it's very, very good, it's nice to talk to you again. i know you've got a lot going on here, so we are going to get right to business tonight. >> let's do that. >> this company has gone up over 36% in the last six months, year to date, almost 50%. [ inaudible ] $996 a share. it is a milestone with the company's robust performance in investor optimism and potential. they raised their four year 2024 prescription revenue forecasted 10.65 billion and 10.66 billion, okay? their a.i. technology is a huge contrast, despite the concerns about the partnership that said business is unaffected. now, jim, this is very important for your listeners. on may 15th, somebody called in and asked what should i do, and you know what i said? [ inaudible ] but i would buy, buy, buy. $760 bid and what do you think i did?

what you think rob in new york did? of course he bought it because cramer said to buy it. service now, baby. >> new price target. i'm going to say the stock goes to 1200. it is at 994, it is going to 1200. it is probably one of the best stocks in this entire market to buy. you have my blessing to keep it until $1200. look, it will be tough to beat this market performance that we just had under biden, but there really is no telling how high it could go under president- elect trump, getting the pension for higher stock prices, and he moves for them to go higher. unlike biden, he actually knows it exists. [ inaudible ] i'm diving deeper into what could be the incoming administration's process [ inaudible ] about antitrust and how your portfolio could be impacted. then this summer, i give comments to top spot [ inaudible ] after hitting a new high today, and seeing if the

stocks still have room to run or if there could be some headwinds on the horizon. plus, just yesterday, ies holdings, i don't have much to do, i decided to give it a look. so, stay with cramer. >> [ music ] leo! [whistling] ever since we introduced him to the farmer's dog, it's changed his quality of life. leo's number 2's are really getting better. better poo, better you! that's a good boy, leo! that moment you walk in the office

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way. it is a huge deal, as this was one of the longest in modern history. takeovers are a major reason why people like you and i own stock. for your portfolio. i've got to tell you, biden's regulars tactically tried to shut down the takeovers, [ inaudible ] . capital one's acquisition of discover financial services hasn't been performing by the biden administration, but i got to tell you, faith that real scrutiny. [ inaudible ] today, with the antitrust overhang now seemingly gone, discover award 20%, they get the largest winner in s&p 500. capital one shot up 50%. focused on [ inaudible ] jumped almost 19% today, making it the second biggest gainer in s&p 500. these companies are something [ inaudible ] and another credit

card market. if the deal goes through, a two man game. meaning bigger profits, meaning big gains for shareholders. but it is not just eels, live nation entertainment, which owns live music festivals, also runs ticketmaster, so it's stocks rallied 70%. the justice department along with attorneys general pseudo- live nation at this past spring for the monopolization and other unlawful conduct that thwarts competition in markets across the live entertainment industry. according to a recent update, that civil case is an expected to happen in 2026, but will the new trump administration pursue it as strongly or even at all? today, the markets wagers the answer is no. so, which sectors look better now that [ inaudible ] and the justice department's antitrust division seems like it will be far less aggressive than its pursuit of big business? first, i think this is a huge deal for the regional banks.

the financial is the best performing sector in the entire market today, up more than 6%. some of that is because this group will benefit from a lighter regulatory touch from washington, but i also think mergers are a huge part of the equation, because some of the stronger regional banks can either grow incrementally by acquiring smaller banks and the services, or maybe more aggressively by combining with each other to become super regionals, with the big national players like bank of america, j.p. morgan chase, wells fargo. ever since the financial questions, any kind of bank deal has gotten extra scrutiny, to the point where most of the regionals seem to have given up on mna. don't be surprised to see that trying to change. what else? i think there's going to be a lot of benefit from further tieups in the energy sector, especially among the emp players. one of the main things we know about trump's economic plan is he plans to be much more friendly to domestic energy producers. you could say drill baby drill

is back. that's it. oil and gas companies to boost production might not actually help the stocks, because higher production means lower prices. one of the great ironies over the past eight years, they have done far better under biden than they did under trump. up 205% since the 2010 election, but it was down 57% from when trump got elected, when biden got elected. this time, will it be different? i don't know? they allow more energy gas deals to see more mergers, creating some powerful midsize emp companies, they can have more influence in energy, the answer is energy can make a big comeback. finally there is my industry. the media, communication sector. this is an industry that is trying to find a sustainable way forward, following the long period of disruption and not write numbers. now, we have got netflix disrupting television, we have got t-mobile disrupting broadband. tough environment. one thing is for certain, the legacy players in the media space could benefit from joining forces with we see some of the smaller independent

companies like paramount who already has an acquisition [ inaudible ] maybe combine some or all of it with warner bros. discovery. maybe our parent company comcast does a deal to acquire charter communications to move its scale at home broadband. i have no particular insight in the contest decision-making. i do know this. the biden administration has been incredibly hostile in consumer facing acquisitions like these, but trump's second term will likely have much less, they're just not interested in these kinds of deals. they probably don't see what is wrong with them. it is not just an mandate, i think it is safe to say that some of the companies we already knew were under scrutiny are incrementally in a better place today, and that includes apple, which was sued by the justice department earlier this year, and nvidia which was widely reported to be facing antitrust scrutiny from the biden justice department. given the more fickle nature of antitrust reviews, which are basically to the discretion of the reg later, i have to add a caveat here. while i think the nation's

largest companies are likely safer from antitrust scrutiny, that is only so long as they stay on the right side of president-elect trump. remember, one of the few times the first trump administration just use this antitrust authority was when it sued the warner merger back in 2017, primarily because then president trump didn't care for cnn, which was a part of time warner at the time, so it is not a surprise to see most of america's big-name tech ceos come out today with enthusiastic public messages of congratulations for president- elect trump. [ inaudible ] even included a nice picture, which i'm sure trump will appreciate it and remember, trump and meadows zuckerberg have gotten on good terms. here's the bottom line, the market is doing its best to sort out the winners and losers from the election of donald trump for a second term. i think people are getting a lot right with some big mistakes thrown in, but i am very confident in the idea that under president trump, m&a is about to come back. companies will no longer have

to fear super strict antitrust scrutiny, so long as they say on the right side of our president-elect. and let's be clear about something, the ceos i talk about all the time behind the scenes, across the board, always thinking about the tyranny of the ftc and the justice department. as of yesterday, that tyranny is over. mad money is back after this.

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yesterday morning, i was filled with anticipation of not just the election. [ inaudible ] backup generators to the data center has become one of my favorite stocks. thankfully, unlike the accounting, earnings results tend to be right on schedule, and sure enough, reported a true blowout. snuck up nearly 9% yesterday to a new all-time high. tonight, i want to walk you through just how this seemingly old-school engine maker that i like so much could put together an amazing quarter in the middle of a free [ inaudible ] here's the thing, while cummins

is best known for [ inaudible ], trump sales were down more than 16% in the first half of the year. does this seem to be picking up in the second half? this definitely isn't what led the stock higher. over the summer, recommending cummins is one of our so-called new industrials, that you like so much. newly reinvented. this stock held up remarkably well earlier this year when the whole economy seemed to be selling and we still have no idea when the fed would start cutting rates or how fast it would start doing that. that's because cummins doesn't have much exposure to business cycle that operated as a smokestack industrial with what you might call secular growth exposure, making it less hostage to the economy. for starters, cummins made sure that it is part of the energy transition story as it is developing, [ inaudible ] not high, but lower carbon solutions. that actually work right now. some of this lower carbon stuff

is pie in the sky, but [ inaudible ] that is way better for the environment than diesel or gasoline. i'm a big fan of the transition to clean energy, even if the whole industry is less likely to get federal funding under trump. cummins has been very smart about this move, easing into the transition, and even walking back some of its long-term targets from the zero carbon business back in may. as much as i like the theme, customers need solutions from the business today, not 10 years from now, and the customer is always right. cummins is willing to make the energy transition at the same pace as their customers. more important, there is a second reason that i recommended cummins over the summer and that is there power business. [ inaudible ] not a bad business to be and right now, with the data center buildout boom. keep in mind, spending obscene amounts of money on these data centers but i think even more

maybe than the brisket at aaa. they really can't afford to cut costs, and why would they? after all, the hyperscalers are exactly strapped for cash. [ inaudible ] what could be seen as [ inaudible ] makes a ton of sense if they can ensure better protection against potential downtime, and that is exactly what cummins gives them. so, between the longer-term energy transition team, i give you the go-ahead to buy some shares back in august with stocks now up 11.6%. and then eading into yesterday's quarter, that was a good call. commentating on nude all-time highs, i was curious to see how much my positivities [ inaudible ]. what happened yesterday? at first glance, the company turned in nicely better than expected, beating the estimates. cummins also delivered some tremendous margin expansion, which is how they could earn $5.86 per share. [ inaudible ] mammoth beats.

i was especially interested in the power assistance business to see how it would perform and it didn't disappoint. power systems crashed the expectations. $1.3 billion in revenue. cummins has $1.6 billion, that is significant. nearly 17% growth. the main driver is demand for power generation equipment in north america and around the world, fueled by what management said was continued strong data center and mission critical power. yeah, the data center again. despite heavy duty truck market, something that would have sent the stock down by 25% in the old days, remember it was anticipated, strengthened both of these segments from the pricing perspective, translated to strong probability [ inaudible ] now, while the energy transition business wasn't a major driver of the upside, still took the time to share some of these highlights for future projects. simply, cummins started full production on x50 and and natural gas engine during the quarter, which they believe

will be [ inaudible ] for trump fleets that are looking to significantly reduce the carbon footprint u.p.s. seems to think so. they purchased 250 kenworth drugs powered by the x 15 n, which the company highlighted is an important step in the decarbonization of its ground fleet. that's how cummins was able to jump nearly 9% yesterday. today brought a lot of hectic action in the market. news of president trump returning to pennsylvania avenue. on a day with lots of big winners and a few big losers, cummins had a generally flat reaction. only bowing by less than 1%. what does this mean for cummins question mark in the latest quarter, the company got over 50% of its sales from the united states. on the international side, only 9% of the sales last year came from china but right now, revenue from china by itself isn't much of a concern. it should be impacted by any additional terrorists. the bottom line, don't let today's hectic action take away

from the reasons we like cummins in the first place. this company is still involved in the transition to cleaner energy and the greatgreat talents of this era that is still believe it. given that i expect this week to be volatile, i say hope for some craziness that will give you a discount and the incredible quarter, and yes, if there is a dip, call me a buyer. let's go to rich in new york. the rich? x hey, mr. cramer, it is nice to talk with you again. same here, rich, what's happening? >> well, we need your thoughts, jim. i don't believe retail investors -- let me start again, i don't believe retail investors are selling this stock at this level, and it used to be a darling stock, but i do think institutional investors are still selling the boeing company. why aren't they getting behind this stock now that the strike is settled and the company should be on its way forward? >> you know, i have to tell

you, rich, was looking at the action of the stock today and i was a bit puzzled. i think you are right. [ inaudible ] booking some games and gains and gains, but i think they should stop selling but i know that arning power has been hurt by the big delusion, but you and i both know it is a duopoly with airbus and they're going to come back, and i think at this level, it should be bought, not sold. that's go to chris in connecticut, please. chris? >> and jim, thanks for taking my call, a third time caller. jim, with the aia buildout taking place, i'm just thinking about companies that are going to be servicing cooling, rack systems, digital infrastructure with inverted v rt be a player in that industry? >> the number one player in that industry, we have had them on, they are a terrific company. you have a winner, chris, thank

you for calling in three times, good question. cummins is firing on all cylinders. [ inaudible ] long-term tailwinds. not class a talks, but trucks are not doing well. i recommend grabbing more shares of [ inaudible ] and i want that ceo back on. mad money had tons, could my look at industrial play, ies, that you asked me about. [ inaudible ] oh my, what a market. [ inaudible ] really deserve to dip during today's postelection trading? i am telling you. [ inaudible ] lightning round, stay with cramer. >> [ music ]

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>> [ music ] last night during the lightning round, i got a call from anthony in california, wanted to know aboutng called ies holdings. a quiet industrial services company. i told him i liked it, but also that i wanted to take a closer look at it and come back with a more complete analysis. it seems like there wasn't much at all going on last night, was her question totally normal evening. we had a little space today, i said i will get right on it. let me start with some quick background on this company, ies. while it's a roots date back years, they kicked off in 1987. join forces to create a business called integrated electrical services, that was the name until they abbreviated to ies eight years ago, really boring name, not boring company. in 2006, ies went bankrupt, but emerged from bankruptcy in the same year with them taking much of the equity -- [ inaudible ] looked pretty good. when you looked at the charts that say returned to public market in 2006, you see a whole lot of nothing for years and

years, leading up to the incredible, explosion higher, especially over the last couple years. now it is at $263, how great is this stock? this move seems like it came out of nowhere, because ies has been totally under the radar, but not a single analyst [ inaudible ] no upgrades, no downgrades, nobody is asking any questions. in fact, they don't even hold a conference call, they just put out a press release with a slide deck every quarter. [ inaudible ] went stock it doesn't get much attention and it turns hot, it can generate these monster valleys once people start noticing it. [ inaudible ] integrated electrical technology equipment, climate control. they do this for residential housing, for commercial, industrial facilities, and come on, you know, what is really driving it? the data center. is an incredible question mark

i've never seen anything like it but over the years, ies has been bringing up small contractors all over america to the point where they have more than 9000 employees, 125 locations. [ inaudible ] last year was 54% of sales paid by 25% of the sales came from communications, which includes all those data centers, and that's a business that is booming. when you look at the numbers, just in the first nine months of 2024, they put up 22% revenue growth, while their operating income has more than doubled, 112%. this is with the feds tightening? the strength years broad-based with double-digit growth for each of the company's four segments. we are talking 51% growth. 41% growth for commercial. almost feels like it is holding the rest of the company back with a 10% growth rate. then again, residential should really pick up when the feds start cutting rates. in earnest, maybe tomorrow question mark i asked them to put up numbers like these because it is propelled by some secular tailwinds.

they are benefiting from the strong housing market in recent years and that is only going to get stronger as rates come down. keep in mind, they are in florida, georgia, north, and arizona, where we see a lot of population growth. on top of that, ies, as i mentioned has a data center. there are three businesses all serving in the data center in various ways. [ inaudible ] and closures from the infrastructure division. those have gotten a bunch of businesses from warehouses, fulfillment centers, as well as capital projects meant to stabilize the power grid in this age of high electricity demand. oh my gosh, these are good businesses. the final piece of the puzzle is regular m&a. this is a rollup, it thrives by acquiring lots of smaller companies. roll them up. they have made some very smart deals in recent years, like picking up that business with the acquisition of a company called west lake in 2021. just as the aia boom was about to take off. lucky, better than being good.

ies has a standard m&a playbook. when they acquire new companies, they can quickly integrate those businesses and cut costs, hence the rapid earnings growth. that is a more thorough review of ies holdings and than i could have given anthony last night but i wish i had been paying closer attention to this one, but it wasn't on our radar. in part because it was so small before its recent rally. [ inaudible ] i can't find any quick research but all that said, what the heck do you do with ies holdings now? oh, it is a great business, but the stocks had a huge run, a 7% gain just today as part of the trump rally. the darn thing is up 233% year to date, more than 1200% over the past five years. clearly, the market thinks it is going to thrive during the second trump administration, however i might be client inclined to say i have a registry on this one. [ inaudible ] the responses to take some profits, take some winnings off the table. if you don't own it already, you're going to have to wait on the sidelines and get a lower entry point, it is too high.

while i still think ies is a fabulous story, i'm concerned about the housing market, which could go from tailwind to headwind if long-term interest rates keep climbing. [ inaudible ] that has certainly been the bottom market's response to the trump win. on top of that, there is this a valuation issue. i asked 30 times earnings, [ inaudible ] there are no estimates for this one, we can't just make them up. it is certainly not cheap. when you look at it against itself, it is just too expensive. then again, the company got much better growth than it had in the past with but i hate the chase, stopped at a staggering run. we are not going to chase. here's the bottom line. to anthony in california and any others out there, i know anthony has called a couple times, a smart fellow who found ies holdings on their own and recognized the stocks potential early, they deserve their winnings. the company has a great story, but if you own it already, register on part of your position at these altitudes.

if you don't already own ies and you want to start buying some, please wait for a pullback. a better buying opportunity. believe me, if rates keep climbing like they did today, i'm telling you, [ inaudible ] you're going to get your chance. mad money is back after the break. at betmgm, everyone gets a welcome offer. so whether you're courtside trying to hit the over... or up here trying to hit the under. whew! or, hitting that win with your crew. ohhh! yes, see defense! or way up here with a same game parlay. yaw!

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[ inaudible ] play the sound. and then the lightning round is over. are you ready? [ inaudible ] start with bill. bill? >> the jimbo, how are you today, my friend? >> i'm doing well, how are you? it's crazy week, crazy week, finally it is over, we have a president. >> it's better than nothing, how can i help? >> there you go. i just wanted to ask your opinion on this equity, [ inaudible ] revenues in its last quarter, but i feel like [ inaudible ] infrastructure laws going into effect, [ inaudible ] >> all right, take off 10% today, i almost did a piece about it, that is a very good move, sir, and i'm afraid to recommend on top of 10% move, this one now needs a pullback and that is what you're going to have to wait for. let's go to bruce in illinois. bruce? >> [ inaudible ] it's good,

man, thanks for taking my call. [ inaudible ] in a company that pays a 16% dividend and has earnings $1.33 a share. should i buy, sell, or hold xp incorporated? >> we don't really know what they're up to inside, i'm going to say no, i want you to buy blackrock instead, one share, it will feel much better for you. let's go to thomas in georgia. thomas? >> jim, [ inaudible ] i am heavily overweighted in cyber, is there any reason to hold onto [ inaudible ]? >> the no, not with those stocks. just on the best and leave the rest to the rest, that's what i say, you don't need that one. let's go to rob hoell in new jersey. >> abu yacht from jersey city. [ inaudible ] >> neighbors, neighbors, fantastic, what's going on? >> [ inaudible ] quick

question, with the ongoing energy transition, [ inaudible ] >> [ music ] >> how do you see salmon energy versus the competitors? >> they got that setback the other day, they are in good shape, i like it very much and i would encourage you to own at least one of these, but a consolation would be talented. i think these are good. let's go to frank in new york. frank? >> hey, jim, thanks for taking my call. >> my pleasure. >> i bought this stock a while ago, jim, and everyone says [ inaudible ] and people put 140, 170, all these highs. finally today, [ inaudible ] you think it is over the hump now? [ inaudible ] >> i think micron is ridiculous but at 92, 93 a pound, [

inaudible ] even sunday, the ceo thought maybe i was too bullish. [ inaudible ] let's go to ohio. >> hey, jim, how are you? x i am well, how about you? >> i'm doing very well. boo yah. i have a question for you on lemonade. i'm holding a stock, about $50, i have 100 of them. momentum. what should i do with that? >> i think this is a real short squeeze, i've got to tell you. the numbers are okay, but it is just a giant group of people were betting against it and they got it wrong. you know what? and any other tape, i would say bring the register. in the state, there are probably another couple days that this continues. let's wait until friday and maybe take some profits. and that is the conclusion of lightning rounds. >> the lightning round is

sponsored by charles schwab. coming up, with the 2024 election decided, stocks soared in today's session, while some sectors sold off. cramer is revealing the names he thinks didn't deserve this deep decline, next. >> [ music ]

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>> [ music ] we have talked about the big earnings from trump's victory, but we always have to ask if there's anything that was thrown away that shouldn't have been? i see a bunch of them.

let's start with soul. trump said he is a big fan of solar. when it comes to energy under trump, what matters to me is whether it is american-made. if it is that it can thrive. take first solar, the only major solar company based in the u.s. nd has multiple plants in the country. i don't think it is a cell with the stock down nearly 22 today, i would prefer to buy it. same goes with next tracker, solar technology company based in the united states, getting just hammered. it makes [ inaudible ] no, i don't expect substitutes from washington anymore, that said, it is very clear that we need a lot more electricity in the country, and half the new power added to the grade is solar. it's the most cost-effective form of energy now. why would it be punished unless it is part of the chinese imports situation? next tracker is all-american. costco got knocked down earlier today, but the rest of the retailers, that's nonsense costco is about membership fees. the pass on savings to the customers, they're going to be the cheapest retailer.

[ inaudible ] groceries get hit with tariffs but it is simply incorrect that costco is being treated like other retailers. if anything, you shall bear this one for the long-term. let's say it opens tomorrow down, i would but we bought some black rock today when it was down. open up trading as high as 1057, a 43 point again, and then sold off negative. [ inaudible ] when that happened because blackrock is offering funds from infrastructure spending and bitcoin, plus there is private credit money, it is raising $1.3 billion right now to the play's private credit. larry things that banks and companies like his are increasingly doing the same thing, and his company has real advantages over the banks, i couldn't agree more. i was concerned that a harris regime might crimp blackrock's efforts, that's why last night, it was a gigantic win blackrock. there are no sure things when it comes to anything related to housing mother mortgage rates are flying. but i think some stocks are all about mortgage rates coming

down. home depot is the number one stop he reached for in the cycle. remember, you can get a reasonable home equity loan to redo your home. it is a rehab and rate renovation for nothing. i think home depot down almost $12, tremendous help, too. of course, a lot of stocks that went down to the desert to go down. i'm very, very worried about this company, because it's owners just resigned, specifically saying they don't trust the numbers. yesterday, we learned that the board conducted review and found nothing untoward. the owners don't resign for nothing but a memo to the company, neither the s.e.c. or the justice department likes it when companies exonerate themselves, that is the job of the regulators. i see them losing a lot of businesses. dell had a real bad quarter. the me of the dallas stars, i wouldn't buy them. if there are gigantic carrots put on chinese merchandise, these guys would be guided by their own dollar store, he does. [ inaudible ] 60% of its goods from china. it works as five below, but i wouldn't want it to go to 10

below. over time, we will find out other stocks that have been unfairly whacked in response to the election, but this is as good a list as you can get until we know more about transit cabinet appointees. no matter what, when the dow is up 1500 points, people must look for liars, you should, too. there is always a market somewhere and i tried to find it for you right here on mad money. i'm jim cramer, see you tomorrow. this is "shark tank." ♪♪ my name is nick romero. i'm 30 years old, and i live in venice beach, california. ♪♪ venice is such a creative place, and my store is completely based off creativity. ♪♪ my store is called the ave, and there's no place like it in the world. what we do is, we allow for people to come in