trade. >> carter? >> palantir corrected. >> apply digital. final trade on friday, nvidia is investor so am i. 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. my job is not to just entertain but educate and teach you. call me. minutia can shake you out of tremendous investments every time!

today's minutia, the dow dipped 55 points. nasdaq gained point 6.12%. let's talk about what happened to the world's largest chip maker. let's talk about nvidia, which reports on wednesday. like all companies, it has what's known as a quiet period that starts four weeks before the company reports its earnings. if there's something that impacts the earnings, they're not supposed to answer any questions about it during the quiet period even if it knows the answer. it is always respectful of it and you need to know that. now, nvidia reports this week, so it's in the final days of its quiet period. that means any news disseminated this week that could impact the company would put nvidia squarely behind the eight ball. everyone knows you can throw off any company and its shareholders by injecting uncertainty. sure enough, this weekend publication called the information said that nvidia's grappling with new problems related to its much-anticipated

blackball unit for artificial intelligence. the machines are big. they are powerful. and by nvidia's own admission, they run hot. the problem occurs when they're connected together in a customized server rack. now look, this is serious business the server racks. when i tried to get a response from nvidia, i got listen, jim, we're in quiet period. we can't help you. so this really noisy not great story comes out, i try to find out what's going on, and i can't. i don't know if there's something that could delay large-scale implementation of blackwell, their latest and greatest chip. perhaps it will be delayed until january when the new product line could be coming. or maybe there's no real issue at all because the key company

that installs nvidia's chip known as dell announced today in the tweet, quote, first in the world nvidia gb 200-nvl server racks are now shipping. the server racks that we're told weren't shipping. quote, we are thrilled to deliver our liquid cooled power edge xe 9712 to core week. the a.i. rocket just got a massive boost, end quote. it's a now cloud computing provider that's been a voracious user of nvidia chips. the information that was issued is called into question. oh, boy, was the damage ever done. then the question becomes who's telling the true? the information that says there are real issues or michael dell telling you there is no delay. here it is. i've known michael dell for years. he has not impressed me anything as other than a

scrupulous business person since dell came public in 1988. the information? funny when i called nvidia about the information story of blackwell, the company entered quiet period so they weren't allowed to talk to me. seeing a pattern here? quiet period, quiet period. i can only sit on my hands and let the negative story wash over me. funny, when that story broke, the stock was at 107. with nvidia back up to 149 earlier this month, you left a huge amount of money on the table if you took your cue from the information's information. i'm not guaranteeing a good quarter wednesday at all. far from it. i've been waiting for full blackwell ships even though the company has been saying for months they wouldn't start shipping and buying until january. now i don't know.

in fact, the machines are complicated. they run real hot. i said when i interviewed rich tobin on friday. friday. the solution might be needed to put into play. could happen. why do i go into all these details? well, there's several reasons. one is the nvidia stock is arguably the greatest of all time. it's had a concentrated burst of strength that's almost unprecedented. this thing is no war horse. you know what it is? it's a sprinter and a workhorse at the same time. it's secretariat that won the beaumont stakes in 1973. a record i don't think will ever be broken. i'm meeting millionaires who thank me wherever i go. these people tell me how many times they've been freaked out.

>> ooh! >> or told to freak out by people who should have known better and because i said own it, don't trade it, they stayed the course. many of these people bought this stock because i renamed my rescue mutt nvidia back in june of 2017. in a desperate gambit for you to understand that this is a big, big stock. everest was rechristened on a day when the stock traded at $3.88. the stock's now $140. in that time, i've realized we've become way too trading oriented around here. were nvidia at 107 at the beginning of the year, although i couldn't find a single one who truly agreed, given the newfound trading proclivity, i have to wonder how many people had the armor of the dog nvidia and how many had it wear off.

if it wore off, you forgot the amazing thing about nvidia, which is it has really no competitors. here we go again. maybe nvidia mentions the information on wednesday in the conference. maybe it will mention the shipment suggesting the trading in january. you couldn't hear a response from nvidia today because the information to the story is during the quiet period. let me ask you, what if blackwell really is delayed until january? would that mean big wins for the people who paid bucko bucks? we own it right along with nvidia and we know it doesn't have product as good as blackwell. if i want against trading, i would have sold amd up five, buy it back lower when the

erroneous data washed out of the stock. they are nowhere else to go for this kind of chip. what is this story about from the information? is it much ado about nothing? the information shop sells subscriptions. it's a noble goal. i did it for years. this story likely did it in spades. the new subscription will be endless. after all, if they start out by saying we blew it, the servers can't handle the heat, and the cfo quantifies that business' loss and the upset clients and the information may have gotten a huge scoop, maybe this is the top and it's because of the server meltdowns. i'm more inclined to think you're getting a buying opportunity at nvidia thanks to the information publishing a story that it may not be that unless you didn't know all that much and you parted with nvidia as soon as the news came out.

>> hey, thanks a lot. i'm a really happy club member. >> oh, fantastic. >> i'm a berkshire bee. sorry, the forward pe is a lot higher. so what are people worried about with their decline in earnings? and then when they bought and sold also within a quarter, that sounds like some boneheaded thing i would have done because i didn't have conviction. >> well, look, these are big issues. one is, let's dispel the latter. i would say somebody who works there sold in and out. the forward pe, they have a lot of cash. you can't really judge that pe because of the cash. i think you hold on. i feel great about the stock. it's up 32% for the year. berkshire bee is a great situation. i thank you for joining the club. let's go to clark in maryland.

clark? >> a couple months ago you recommended it. my dad bought it and it's up 30%. is it time to raise the prices? >> okay. i had the pleasure, the ceo was on our network last week. he'sen been on the show. fico has been one of our big, big winners. you know it as fico. i continue to think it is a great, great situation. kid's got sense, stays in the picture. annette in new york. annette? >> hi, jim. first-time caller, long-time listener. >> excellent. >> i have a stock that i have that coverly holds. i've had it for quite a while. it's up a lot since i bought it, and i just wanted to know

if there's room to go higher. should i buy more? should i hold? should i sell in the stock is motorola solutions. >> that stock is incredible. i should have profiled it a long time ago. i kept waiting for it to pull back in. it just hasn't. they have, like, no competitors in this public safety space that they're in. i think it's a great stock. congratulations for being on it. maybe the story published by the information about nvidia is true. or maybe it will be another buying opportunity for one of the greatest stocks of all time and still be true. could trump's pick at the helm to take the helm of hhs bring some headwinds? i'm breaking down the story. plus, i'm digging deeper into what's holding back applied materials and if long-term quotes could still be on the horizon. speaking of tech, i'm going on tape with light matter. so stay with cramer.

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last week after we learned that president-elect trump wants rfk, jr. as his health and human services secretary, the whole pharmaceutical complex got slammed. i think that's created some pretty great buying opportunities. don't get me wrong, rfk, let's call him bobby, jr. for

sopranos flavor. there's a whole federal beauracracy at hhs, and i don't think trump will let him wreck an important sector of the stock market. that's why i feel comfortable recommending the higher quality drug stocks here. i like bristol myers. it's got a 4.2% dividend yield. bristol myers became one of the great turnaround stories. from december 2022, the stock was more than cut in half. thanks to worries about big- name patent expirations, their major blood cancer drug facing generic competition while their big blood thinner eloquis and optivo both go off patent in a few years. they brought in berner with a plan. the company made a series of multi-billion dollar acquisitions to bulk up its

pipeline, including the $14 billion takeover of therapeutics. the new bristol myers wants to build drugs based on oncology, immunology, and cardiology. i like this plan. which is why i've been recommending the stock repeatedly. when it pulled back in early august, i told you to pounce. since then, it's up more than 19%. we had the new ceo on the show in september right after bristol myers got approval for the first treatment for schizophrenia in 30 years. stock's almost up 10% since that interview. i think it's a game changer. schizophrenia drugs, they're a gigantic business. the current standard of care causes so many horrific side effects that it's very hard for people to stay on their meds.

most of these anti-psychotics are reverse ozempic. they cause weight gain, resulting in type ii diabetes, make you lose control of your tongue, sexual dysfunction. if schizophrenia wasn't such a terrible disease, no one would want to take these things. these new drugs has a different mechanism of action so it causes far fewer side effects and certainly not severe ones as these anti-psychotics we currently use. they're studying these for alzheimer's related psychosis. if it can work for schizophrenia, it can probably work for extreme cases of bipolar disorder too. now i bring this up because last week before wall street got freaked out by bobby, jr. we got some major positives here. first on monday, abbvie's drug failed two phase ii clinical trials. they didn't show a

statistically different psychotic system decline. in short, a potential rival treatment failed. suddenly, it looks like bristol myer has a big lead. in response, the stock jumped 10.5%. i think it should have gone higher. the next day, analysts at larink partners upgraded bristol myers to out perform arguing it could do $10 billion in peak sales if it gains approval from additional indications. i thought it could do $14-$15. the analyst feels good about mexvenien for atrial fibrillation and secondary stroke prevention. in the not too distant future, bristol myer will lose patent

for eloquis. by 2028, it is going to start facing generic competition in america. there might be competition in europe as soon as 2026. but with melvexian also a blood thinner, maybe bristol myer has something that can fill in the hole. after the stocks began on monday, it stopped going up. even after the upgrade last tuesday morning, bristol myers pulled back before falling another 1% on wednesday. they lost 4% on friday thanks to the bobby, jr. nomination. we can argue if he'll even be confirmed as the next secretary of health and human services. if he is, whether or not he'll be able to enforce his anti- vaccine, anti-pharma agenda. my gut says he'll be approved but won't be able to do that much damage to the industry. the selling was so bad, they finished the week up less than 4% despite that monster 10%

gain on monday. that's nuts. these guys have a treatment for schizophrenia that doesn't cause morbid obesity. let me give you the bottom line of this incredibly important story. i think the failure of abbvie's drug is worth a lot more at bristol myers than health and human services run by bobby, jr. i think the circumstances are giving you a fantastic chance to buy bristol myers on weakness. it's up 20% since i pushed it in august. i don't think you can miss this one at all, especially after the stock came off the broil late last week. mad money is back after the break. coming up, chip stocks have dipped. underperforming the broader market decline in the last week. cramer's looking closer at one name to get a read on what's

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i need another corndog! deadline in five! finished and sent. [sending swoosh] we have tight turnarounds. at&t business helps us deliver. okay! client wants his head bigger. wow, fast response. sent! okay, oop! even bigger. sent. [sending swoosh, notification alert] still bigger. okay, yeah i'm not doing that— [typing noises, sending swoosh] i think it still looks good! [notification alert] oh — even bigger. after the initial trump rally euphoria in the wake of the election, we quickly transitioned to a trump rally hangover last week with the averages getting clobbered. some of the worst performers, the semiconductors.

some of that's because tech tends to sell off when bond yields spike like they did last week. the ongoing irregularities, it's super micro. i want to talk about the key reason for last week's semiconductor sell off. applied materials, one of the major semiconductor capital equipment makers, long a favorite of mind, reported an alarming report on friday. this didn't come out of nowhere. earlier this year, wall street was bullish in stocks betting the chip industry was bottoming. we were heading for a new upcycle. in the second half, though, the whole group's been obliterated with a dutch company, lam research now down double digits for the year. that's extraordinary. back in mid-october, equipment for a.i. chips was strong, the rest of

the market was weak. they reaffirmed the revenue target, which would have been helpful, except a few hours later, they reported at the close it wasn't helpful. they report solid numbers and don't get credit for it. their rivals are struggling. this time the company posted another solid top and bottom line beat. i thought when i saw the numbers this is good news. the guidance for the current quarter basically in line with expectations the revenue outlook was a little bit light. applied materials guided for a net revenue of $7.15 billion. their earnings outlook was slightly better than wall street was expecting. those were the overall numbers. when you check under the hood, you can see some parts of applied materials are doing much better than others. within that business, applied materials three different divisions going in totally

different directions. the d-ram sales declined 10% year over year mostly because of elevated purchases from china the year before. flash sales were flat year over year. and foundry logic, which is the main machinery, saw strong 12% growth. there was some interesting and maybe disturbing disparities. applied materials called out robust growth including more spending from customers on so- called gate all-around gaa nodes, which are essential to putting more transistors on a chip and throttling back power consumption. making them useful for the new a.i. chips. the leading logic companies started moving their first gaa nodes from the r&d stage to production. they expect that to roughly double in the 2025 fiscal year. so just like asml, applied materials made it crystal clear the a.i.

part of the business is absolutely on fire. i-caps, these are the machines that help manufacture all sorts of established legacy chips that are more vulnerable to swings in the broader economy. china, demand is down big year over year. ultimately, china was all over the conference call. mix came down to 30% of sales after being higher than that for a few quarters. 30% is high. it came down because the china economy is doing so badly. a year ago, strong chinese orders boosted the legacy part of applied materials business. now those areas are suffering because they're exposed to the weak chinese economy, and management has no idea when things will get better. in the rest of the world, applied materials can more than make up of that business from

china by selling cutting-edge equipment for a.i. chip making. but they can't do that in china because our government has banned them from selling the best stuff to the china. applied materials told a story similar to what we heard from asml last month. the leading part of the business is doing well. it should keep doing well through next year. some of the legacy end markets are suffering, and there's just not much visibility when things will get better. applied materials added more china specific callers to that general narrative, but they confirmed what we didn't want to hear. with the election results and the second trump administration coming in, in two months, i am worried about companies hostage to the chinese economy. that will be a theme for me for sometime. if you need a turn in china, a much less optimistic about that under trump. all that said, if you have a long-term investment horizon, i think amat still looks good.

like asml, which confirmed its long-term revenue market, applied materials gave us positive commentary about the long-term industry outlook saying it expected the industry to reach $1 trillion in sales by 2030. that's up $600 billion this year. due to the company's focus on chips that use less power, they have a ton of exposure to a.i. and they are doing great. if you're looking at the next couple of quarters, next couple of weeks, let's just say stock's become very noisy. here's the bottom line about a company i like that's not working out. at the end of the day, applied materials are hostage to economic weakness, especially in china for the bulk of its simpler equipment. that was the discouraging new information we got on friday, and it's why applied materials saw its stock get annihilated. it's not clear when things will get better or at least when the rest of the world will pick up enough to offset the chinese

weakness. even if you like this one for the long haul, i say you gotta be patient. you're likely to get a better entry point going forward. how disappointing. i really expected more. let's take some calls. let's go to robert in massachusetts. >> hi, mr. cramer. thank you for taking my call tonight. >> same. >> i recently bought some arista networks just after they reported last week. and then the stock dropped and i said this isn't right. then the next day i bought some more when the stock dropped. >> okay. >> i'm thinking they're going to split next month four for one. it performed better than what it had been. >> let's take it from here. the ceo, she's done a masterful job. interest rates went up, and that stock is really correlated with rates going up. it wasn't anything she said or did. the business is solid. therefore, i would encourage

you to stick with anet. let's go to melissa in texas. >> hi, jim. i want to thank you for all that you do for me. >> oh, thank you. >> first of all. okay. and i'll get right to it. i am wondering if this company has a future because it seems to be beating palantir. it's a sterile lab. i know the beta is crazy, but is this a promising company like for the future with all the a.i. connectivity that the company says it's doing? >> what's the name of the company? >> astera labs. >> oh, my. they are very good. that was a fantastic conference call. i thought it was a great quarter. you've got to stick with that one most definitely. all right, let's go to dimitri in north carolina. >> long-time listener, first- time caller. i'm curious thoughts with all

of the movement toward asts and space in general, curious thoughts on the upside of asts and what are your thoughts on the competition with star link just coming in from spacex and tesla as a whole? >> i think ast, i wrote a piece this weekend for all members of the club, and i singled out ast space mobile as one of the most dangerous companies in the market. up against really good camp ever competition, don't feel like it has anything proprietary. i don't like that stock. now, even if you like long-term story for applied materials as i do, i think you have to be patient on this one because you're likely going to get a better entry point going forward. this was surprising to me. maybe lam's better. much more mad money, including my look at photonic tech company light matter. it's private. it's real interesting. plus, what's the road ahead for tesla? i'm going to tell you where i stand, and it's a little

controversial. and all your calls in our edition of the lightning round, so stay with cramer. you're good. -very good. (♪♪) (♪♪) (♪♪)

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nate jones... lines things up... checks his fidelity app... looks to outside analysts to get a second opinion. nate likes what he sees... and he places the trade... talk about easier investing. we spend a lot of time talking about artificial intelligence and the chips that make it possible, but you rarely hear anyone into into the nitty-gritty of what makes the technology possible. for example, what's the biggest constraint on these super high end semiconductors? it is the electronic interconnects on each chip. it's the wiring that connects all chips together. this has become a huge bottleneck because they can't keep up with the data movement that's essential for handling a.i. workloads, which brings me to light matter, that's a privately held company that uses

photonics. they can transmit data faster than the fanciest wiring, which could represent a major breakthrough and help these chips reduce their power use. let's look at the cfo of light matter who came over from nvidia back in july. welcome to mad money. >> hey, jim, thank you for having me on the show. >> tell us about the opportunity that you're experiencing now, ma you're doing, and why you think it could be such a big thing. >> absolutely, jim. and i think you summarized it really well. in a nutshell, we're the intersection of two mega- trends. the first one as you outlined is that a.i. is driving very significant demand for fast data center infrastructure. at the same time, we have this interesting other trend, which is that we're approaching the end of moore's law. the runway there is really

quite diminished. if you look at the last decade or so, it was all about how fast can we make the chips? in fact, you look at what some of the companies like my former employer nvidia has been able to do, it's nothing short of astounding, increasing the performance of single chips by as much as 1,000 times. these chips are so fast the next big bottleneck we need to solve is how can we interconnect them to each other at really, really high speeds? and many of them, in the thousands, or the 10s of thousands to be interconnected in a single logical domain and be able to act as a giant single chip? that's where light matter comes in. >> okay. so we have tons of news constantly about how everything burns too hot. we had dover on friday. they talked about liquid cooling. obviously, there's a news article today that says nvidia might be falling behind because the chips burn too hot. what can you do to make it so the data center doesn't burn itself up or spend so much of

our electric grid and our electricity on their business? >> great question. absolutely. this is one of the key topics and deservedly so. specifically, our focus is on the network. the network inside of these large data centers consumes less than a quarter of the total power. what light matter is going to be able to do is enable end-to- end connectivity that is over fiber. so a lot of what happens in data centers today is that the chips are interconnected over copper. and so we spend a lot of energy converting from electrical to optical back to electrical at each layer of the switching network. for a large data center, you may have multiple, multiple layers of switching, each one of them undergoing that conversion from copper to fiber to copper. we'll be moving that all to fiber and that should save energy by a few fakeers, you

know, three, four, five factors or more. the larger the network, the more power savings we'll be able to contribute in the network. >> what is sampling your product? >> our customers are going to be the large semiconductor customers. anybody who's making a large a.i. accelerator or a switch chip, they need o have a lot of bandwidth, very fast data transfer. not able to share specific names at this point but we did have a significant fundraise and we are going to be using that to get ready for mass production. >> what are we doing still using copper? everybody knows that copper is not the way that we even did it with telco. how come we still use it in a data center? >> it's a great question. you know, most of our neighborhoods now have long since moved from copper to fiber. and this is really the final frontier. it's the challenge of how do

you bring the fiber to the chip? our company was founded in 2017, spun out of mit by a couple of absolutely brilliant scientists. these are some of the most preeminent minds in the field, most highly cited, have an enormous number of patents to their name, and it's really cracking this challenge of in the tight, constrained environment where you're pushing the limits of physics, how can you bring a high density of fibers right up to the chip and get that signal off of that high-performing accelerator or switch straight into fiber? >> just for people's etification, i know that your hold boss is always saying moore's law. you still refer it as approaching the end of it. do you believe it's still alive? >> you know, i share jensen's view on this. we at light matter are working toward trying to extend and pave the path to hat's next now that moore's law is largely behind us. we really aim to do for this

a.i. networking and connectivity space what nvidia's been able to do on the computing side. we hope to bring 100 times, even 1,000 times speed up when it comes to the connectivity and the network. >> well, that would be huge. no latency. we're all worried, by the way, about how much energy is being used by these. we know the grid has to be reinvented. we could go to the next level without that happening. i see why you would take this opportunity. it does seem incredibly interesting. that's cfo of light matter who i met when she was at nvidia. great to have you on. >> thank you, jim. >> best of luck to you.

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only on verizon. it is time! play us out. and then the lightning round is over. are you ready? lightning round. ed in california. ed? >> how you doing, jim? >> i'm doing well. how about you, ed? >> if i had a tail, it'd be wagging, sir. i'm calling you in reference. >> i like that. >> i'm calling you in reference to a company called zezel. i bought into this company in may. it's up 18% or 1,008 oh 1800%

year today. >> i vote for this stock. it's a straight-up payments play that reported so much better than expected. i also did a piece this weekend for club members about power moves. let's resolve this by doing a homework piece. i'm going to bring in ben stoto and get to work on this. let's go to sam in new york. >> hi. i'm calling about one of america's biggest medical companies. their stock is going crazy right now. i'm talking about eli lilly. >> this stock is as hated now as it was loved not that long ago. it's rather amazing. i'm kind of blown away. i think that it is a buy. plain out and simple. we almost bought some today. we were restricted. i think enough is enough on the selling. let's go to reed in maryland. reed? >> hi, cramer. shout out to ethan cronin.

the stock i was interested in was coin base. >> coin base is what i call an upstock. it's just an upstock. palantir is an upstock. coin base is an upstock. there are buyers every time they pull back and there probably will be to your end. point base is a winner. deane in texas. >> booyah from the great state of texas. ies holdings. their numbers are out next month. >> this is a terrific infrastructure play. we know it. and one of the things i didn't know about is it's jeff gendel's company. he's really fabulous. he gets everything. this is a just fantastic stock! when we did a profile about it, we were not offusive enough.

ford? >> what's your thoughts on semtec, smtc? and then possibly if you could tell me about american super conductor? >> i don't like it. it's always a bridesmaid, never a bride. it's a traditional semiconductor company. i do prefer texas instruments to that one. let's go to bob in florida. >> hello, mr. cramer. thank you so much for your efforts. >> i sure try. >> for us not employed in the stock market industry. >> thank you. let's go to work together. >> okay. my question is on ccj. >> all right. camico, look, all the uranium plates are up. i think they'll amount to little in the end. this is not expensive stock. i understand why you want to be in it, not versus the others,

but it is an incredibly expensive stock versus the rest of the market. i'm a ca-ching, ca-ching when it comes to that. >> buy, trim, or hold marvel tech and crows-tec? >> it's in the data center. it has an optic component that's very important. i like marvel. we did make a lot of money. johnny in north carolina. johnny? >> jim, thanks for taking my call. >> of course. what's happening? >> big fan since the cut with cramer days. my call is concerning apple. its current valuation, is it too rich for an entry point here? >> i say apple own it, don't

trade it. if i had no stock, would i buy it right here? i would wait for a dip because the bears are all over it every minute of the day. keep that in mind, and then pull the trigger. and that, ladies and gentlemen, is the conclusion of the lightning round! >> the lightning round is sponsored by charles schwab. coming up, meet your next uber driver. no one? after a push from the president- elect toward self-driving cars, cramer's sussing out the potential for a nationwide rollout next.

nate jones... lines things up... checks his fidelity app... looks to outside analysts to get a second opinion. nate likes what he sees... and he places the trade...

talk about easier investing. some stories are just too

good to be true. and that's how i feel about the possibility f a federal proclamation that leads to a nationwide roll out of fully self-driving cars. tesla's stock was up again today. we're getting reports that president-elect trump has cast his lost with elon musk to develop national self-driving vehicles. it's pretty clear that trump doesn't see the need for electrics. in fact, he wants to end any subsidies including tax credits he said i'm for electric cars, i have been because you know elon endorsed me very strongly, end quote. a little transactional for me. look, i'm not against tesla. you know that. i just think this is a bad reason. elon musk tells a very compelling story about full self-driving as well as solar robots all wrapped up into one stock of a company that happens to make vehicles. but the idea that the white house can somehow allow self-

driving cars everywhere with the stroke of a pen, that's just plain fanciful. our country doesn't work like that. we have state and local departments that can block anything. i was going to take a self- driving taxi from downtown phoenix to glendale for the super bowl. it seemed so simple, except glendale didn't allow self- driving vehicles. i was incredulous. the municipal government of glendale was able to block us. second, you might think it's natural for trump to declare the federal highway system a self-driving zone. that's meaningless. how do you get on the interstate highway system? the feds can't control state or local self-driving laws. if they try it, those municipalities will sue the federal highway administration, and they're going to win. there was another time in this country when a president might have been able to do something about this. in the 1950s, president

eisenhower planned and executed the national highway system. in those days, we had a cold war with the soviet, which made the interstate highway act a much easier sell. still, i like the concept that there's what barclays calls an elon premium. to me, tesla deserves the premium. musk has influenced the president to scrap the credit, which will make it harder for legacy automakers to compete with tesla. we'll learn how their electric divisions can handle the end of those tax credits. i believe gm can handle it. but ford, they may be stuck in neutral waiting for the warranty issues to dissipate if they ever can. in the end, while i don't buy the national self-driving mandate, i think nothing truly dulls the case for owning tesla. tesla rentals next to federal

highways? no matter what, always remember that tesla's a tech company. the others are automakers. a tech can get an insanely high price with no one blinking so much as an eye about it. just for you right here on mad money, i'm jim cramer. see you tomorrow. can i give you a quick counter? uh, let me think about that. no. ooh. she wants to kick your ass. i grew that business to one of the biggest frozen yogurt companies in africa. wow. wow. as a woman in business, i admire your grit. let's go! a few years ago, my son had the dreaded diaper blowout. ugh. o'leary: i don't know what you're doing. you say you're an entrepreneur. mr. wonderful's pissed. ♪♪ ♪♪ narrator: first in the tank is a modern version of a common baby accessory.