desk. >> steve grasso? >> is it true we will have optimus in studio soon? >> no. >> i mean, some time. i don't expect a lot of jobs. and this is one that got damaged from the rfk trade. i'm still in it. >> thanks for watching. see you back here tomorrow at 5:00. mad money with jim cramer starts right now. my mission is simple, there's always something somewhere, and i promise to help you find it. mad money starts now. hey, i'm cramer. welcome to mad money. welcome to cramerica. i'm just trying to make you a little money. my job, not just to entertain, but to educate. i've got to put this all in perspective because it's crazy right now. call me, 1-800-743-cnbc. no one wants to say hey, the market is down because vladimir putin might defend himself with

nuclear weapons now that ukraine is firing long-range missiles. but let's do some buying any way. if something dreadful happens, you might look at it for two seconds today until we all start worrying about the prospect of world war iii and total nuclear annihilation. but if you make that warning and nothing happens, well you know what, at least for the moment, you get what happens today with the dow dipping 121 points, s&p advancing, and then nasdaq gaining 1.04% as traders shorted the market in the morning, betting on putin following through with the nuclear threat, and then ended up covering and buying back the shorts when nothing happened, explosion. when you get something that is worrisome as nuclear threat, investors turn cautious. what do they do? they buy treasuries, u.s. government paper. it's known as a flight to call. we had a bad market, the rates are going up, and the russian nuke concern changed the direction of the bonds as they

were driven up and interest rates lower. what do you do? you're suppose to buy tech. and inflation is cooling or the feds are here, it doesn't matter. as long as prices rally and buying yields go down, it is automatic that you're going to buy tech. and that's what happened today. it was terrific to take a break from the analyst reaction of president-elect trump, even if we are worrying about what president putin would do. oh, next time nukes are threatened and you see a flight to quality. remember this, the highest quality is the magnificent seven because we know six of them are doing well. we just got their reports. it's the sevens, nvidia, we don't get numbers until tomorrow. people are willing to wait to see. to me, that is just plain strange. we will find a house tomorrow at this point, but i'm consistent. nvidia, own it, don't trade it. now it wasn't just big tech though that recovered nicely from the hideous sea of red opening. there is a stock. a stock that captured the

entire sight of the moment today. that stock is not microsoft or alphabet or apple or even heaven forbid, tesla. no, that was the most prosaic of all stocks. walmart, walmart. now this company had a stupendous quarter. the secret, is it the tremendous growth in e- commerce? oh, that helps. is it turning on advertising? is that ever lucrative and it is inflicting positively as they will begin to see a terrific return on investment with walmart on their e- commerce site. but the real reason walmart roared is the company has rolled back prices on 6,000 items, including 3,000 in groceries. they converted nearly 2,000 price rollbacks in the past year and the long-term price reduction. i'm not kidding. it sounds like it makes us go there. you will actually see they have rolled back prices. walmart's got more food, it's high quality, under $5, than anybody i know that is packing them in. if you offer people good value in this environment, they will

spend their hearts out. that's what they do. and only amazon and costco will have the ability to bring down prices like the costco or walmart. they could do it because they have a club though. but it is too costly for every other retailer. why is that? what happened to the luxury buyer? i think she's either gone or at the very least, going into hibernation. households earning more than $100,000 made up 5% of walmart's market share gains from the third quarter. that's simply extraordinary. north of $100,000. i have never seen anything like it. it did happen. there's a lot of beamers in their lot. you know, a ton of mercedes. but if these people with six- figure incomes, they're suppose to go to costco, but they are not suppose to be shopping at walmart. to be fair though, i love shopping at walmart. i have three different locations that i would go to and they are all special and different. and the prices are insanely low. they are incredible and incredibly cheap. they are so much better than

the old walmarts that doesn't shock me too much. and look, if i weren't a regular shopper at walmart, i guess i would be astounded to that there are people that will make north of $100,000. i'm not. either is my daughter. i mean literally, educated design daughter that likes to go to walmart with me. but there is something going on underneath. something that's hurting every department store, every dollar store that is just there, is not enough value. and you just don't get it other than walmart, at costco, and amazon. i don't want to go political here, this is something that i'm also mystified by it. that the republicans, they will force you to analyze their impact on the market. i wouldn't do it if it was talking about politics. it's the impact of the market that i care about. they go there because they cannot really afford to go anywhere else. yeah, they got priced out. prices have just gone up too

much. it is hard to increase the prices with the stock because they were subtled. let's go over the numbers since 2019 before covid because i think they not only fell to the democrats, but they talk about amazon and costco sales that will keep going up, while everyone is disappointing, and why you need to buy one, if not, two or three of those stocks. here they go. motor vehicle maintenance and repair prices up 39%. food away from home up 29%. food at home up 27%. housing, up 26%. and movies, theaters up 21%. operations up 20%. there it is, that's it. that's the economy. it's a had the simple reason why only the big three value oriented retailers are thriving. there is just not enough money left after you spend it on this stuff. sure, people, they would pay for netflix. they like spotify. but they get that money by cutting the cord. they will cancel the cable subscriptions. what do they order? the $11 offerings of chili's,

texas roadhouse, and they know that represents value. when you look at the motor vehicle maintenance and repair number, you have to recognize that your auto insurance bill has to go higher too because it costs more to repair. when you see housing up 26%, that means mortgage rates make it more expensive. we do not know how to make them cost less in this country. and they simply aren't seeing what's happening. maybe they want to make more expensive cars, but they won't make more money. there is a reason why carvana is up for the year. it's perceived to offer values with their used vehicles. it's incredible how much scale you need if you want to be able to give people lower in prices. it doesn't feel like lowe's or home depot would have been able to roll back the prices. ford and gm can't do it. but walmart? lots of rollbacks in every aisle. costco, nothing, but rollbacks as they pressure name brand after name brand to lower prices or get the hell out of our stores. amazon, perhaps the best or they wouldn't have 200 million

prime members. is there anything more stark than the fact they show to attack amazon when it is the greatest inflation fighter out there? it is so out of touch, it's painful. i think they have to be careful. today, walmart's cfo said his company may have to raise prices because of the cash. that will be a bitter pill for the american consumer. now i'm going over these increases because they hold the key of so much on what's happening with the stock market. unless you could show their prices have come down, which is obvious for any trip to walmart or costco or any page on amazon, particularly the prime special day. you won't be able to generate the kind of numbers that could send your stock higher. let me give you the bottom line of an important thesis that i'm going to spend a lot of time on. when i talk to the retail execs. they are constantly asking me is this a secular trend? and we get over with what's happening to inflation or will it stay with us? to which i say, i don't know, beats me. i shop at amazon, walmart,

costco, so i don't know what the heck you're talking about. let's go to jim in florida. jim? >> jimmy, a big sunny side, booyah to you. >> and that is one complicated booyah that i'll agree with. how can i help you? >> i'd like to first of all thank you and your staff for all the years of the help you have given me. my questions on cvs, buy, sell, or hold. i wanted to buy it for years, but i held back. i know you not recommended walgreens and you kept me out of that. i appreciate that. >> this is a tough one. i think david joiner is doing a very good job. i happen to like the chairman too. but i do think they have a lot of work to do. that's why it sells at only ten times earnings. so what i'm going to do is do something that you should only be doing playing bridge, but i'm going to take a pass. i'm going to do that because sometimes things are too hard and i'm not going to do that. this one is too hard. thank you, and the staff thanks you. let's go to john also in

florida. john? >> mr. cramer, booyah. >> booyah, back at you. >> i want you to know you always put me in a good mood. your energy is unmatched, friend. >> i do my best. i do my best. got up at 3:30 and the trainer comes over, beats the heck out of me. i feel i got the worst part, the hardest part of my day over with. by 5:30, let's go to work. >> fantastic, unreal. my question is about uber. that's probably one of my biggest holdings. at these prices, it seems like it's taken a hit, and tesla is affecting it somehow. would you buy, sell, or hold? >> i would buy, and i would buy uber periodically when you get these chances. it's incredible when you get them. i can't believe it that we had one in reddit. they're so hard to come by. when you get them, you must move. you must pass. don't be scared. in this environment if you're a retailer and you want to send your stock higher, you have to demonstrate your prices have

come down. right now we're seeing that only from walmart, costco, and amazon. on mad money tonight, giving guidance ahead for the year, but could the industrial be in a position maybe for a turnaround? and including nvidia and microsoft? and i'm actually pulling off the history as part of what we just did at the top of the show. take a look at what happened the last time. and later, i'm checking in with a big win. to hear what the defense names will stand with the current landscape. now remember, they're a drone company, and they just bought something that could be anti- drone.

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what will it take to get their stock to go higher? and so the stock jumped more than 9% on the day of the election. there is a lot assuming they drive investment in manufacturing, reassuring. they will sound great in theory. but they have become almost a disappointer to the earnings. sure enough there were other tough quarters. this week they'll try to change the narrative. but in anaheim, and it is paired with that meeting tomorrow. before that though, they are bringing their pitch. so let's take a closer look at the chairman and the ceo to learn more. and welcome back to mad money. >> it is great to be here, jim.

>> and describe to us as we see a lot of people looking at a lot of things behind you. describe to us what people are looking at? >> and so automation is really a celebration of manufacturing that has the most used technology in american manufacturing. it is an opportunity for rockwell and our partners to showcase technology, hardware, software, services that are used in virtually every application across the land in terms of manufacturing. >> and now are you working, say with nvidia to do the digital twin of the factory bills that jensen huang talks about? >> absolutely. i'll be on stage with nvidia tomorrow. we'll be talking about our relationship, which at the center piece is really the way our emulate 3d simulation software works in the omni verse. and the idea is for equipment

manufacturers, line builders across food and beverage, automotive, a whole variety of industries. to be able to create a digital twin of their application. we provide the bridge to the physical world. >> will people understand that you could do a lot of things in the digital twin that don't cost as much. if you're trying to make changes in the real deal before they build it and maybe even save one-third of the cost? >> i have been talking to customers for quite a while and especially over the last couple of days here. they do understand. they recognize that being able to create a digital twin of their process and try it out ahead of time really reduces the amount of time and labor and money in the commissioning process. and then it will make it easier to try out and make those changes to the process as well. so it is something that will really start to accelerate during covid when people couldn't be physically in the same place together.

it is accelerating. >> and let's drill down a little bit on the recent quarter. you had a beat. but you had organic sales down 21%, which obviously is an alarming number. what happened to organic sales that they would drop so much? >> well, so the year before when we were able to get a hold of the semi conductors to allow us to shift what was an enormous amount of backing lo. we had difficult comps as we started moving through those in '24. we, and others in the industry, have talked about the overstock that suppressed new orders in the year. we're optimistic because the business case for automation would remain strong. we see the opportunity as they recover to be able to expand obviously revenue, but also margins because of the productivity that we have taken over the last year. so it was a very difficult

year, but we're not letting that go to waste by the fundamental costs. >> very good. if you don't mind. can you talk to us about the partnership that you announced today? >> yeah, it's exciting. i mean we're working to combine the worlds of operational technology and information technology, and partners like that ma and microsoft are working with the best. they're very excited to be working with us, specifically with microsoft. we are showing here on the floor, a co-pilot on the front end of our programming tools for the workhorse in the industry, and the controllers. in the past you had to be familiar with somewhat with those languages and the programming. today, you can use natural language to be able to draw from libraries and create code that will run your process. >> and you're the first person in this industry that i have seen willing to say point-

blank, this is helping. people are ordering it right now. what's the disconnect between all those wise guys on wall street who are telling me, jim, there is no real advancement here, they will not help. what you're telling clients. because clearly it is a very, very important step function that the artificial intelligence will offer? >> we have to donate expertise to know where to go first to apply it this technology. and it is at the sensor level in terms of processing the vision images, the control layer, things like logic, powering our mobile robots that you might be able to see some of those behind me, they're using the artificial intelligence for the control of those mobile robots. and the impact in specific applications because we understand what's needed on the factory floor. >> where can we watch your fireside chat with nvidia? what will you be doing exactly?

>> and so they run tear had simulation group, and i will be talking tomorrow, we will be talking about the partnership, and about some of the specific things we're doing between the simulation tools. more broadly, looking at the huge opportunities for nvidia as the premier type of technology, to be able to harness that amazing amount of data that is coming through the program of those controllers in american industry today. that's what we'll be talking about. >> that's what we need to see because nvidia reports tomorrow. it is quite a big day for them. thank you for taking us through what's going on at your automation fair. good to see you. >> love to do it. >> excellent. that's blake moret, the chairman and ceo of rockwell automation. we'll be right back after the break. coming up, could a new round of tariffs cause a resurgence of volatility for the market? cramer's going off the charts to check it out next.

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after the official view after president-elect trump won the election. wall street spent the last week fretting about whether he would try to follow through with the less market friendly aspect of the agenda. you know what comes to mind there? major import tariffs. there's been a lot of speculation, if he will be able to follow through or maybe this

is just the negotiating tactic with our trading partner. call it the heart of the deal. or how much damage these plans could do to the global economy and the stock market? and i would say let's put the speculation aside for the moment. and think about what we already know because we know how the stock market reacts when the trump administration will roll out new tariffs and launches the trade war with china. even if that is what we saw in the first term was less aggressive than what he's proposing right now. and that is why tonight, we're going off the charts with the help of jessica. the first woman who is now director of stockbrokers.com. as well as the co-host and founder of the market maker podcast. because we want a better sense of the history here and what it means for the president without any emotions involved as mark twain put it, history doesn't repeat itself. you know, i kind of like it more than that lineup of how history repeats itself as far as inskip sees it, even if history doesn't repeat directly or even for that matter,

certainly echos. so it is worthless into the echos of the past trump tariff actions to find out where we might be headed. first take a look at a chart. this is a weekly chart of the s&p 500 from late 2014 through the very beginning of 2018. now the obama administration actually tried to sanction a chinese company in 2016 called zte, prohibiting american companies from selling goods or services to them without a license. but they quickly backed down. in response the stock market kept tugging along. but once trump came in, we started an investigation of china's unfair trade practices for technology and other property rights. then he orders an investigation of chinese dumping of steel and aluminum, subsidizing the stuff. then the producers undercut us on the price, questioning our manufacturers. this has been a constant pattern. by october 2017, the u.s. international trade commission was recommending safeguards to protect solar panels from chinese dumpings. so you can see this is a period of how we pulled back from the zte and then we go right

forward. this was all the build up to the trade war, and it didn't seem to have much of an impact on the averages. even though the federal reserve is actually raising interests during this period, inskip says we are still in a bullish trading cycle with the 13-week, 26-week, and 40-week moving averages trending in the right direction. remember, she likes these time frames because they represent one, two, three quarters respectfully. we may not think about quarters on wall street. and let's see this next chart. check out the action on the s&p from mid 2017 hrough the very beginning of 2020. this is where we start to get the real tariff action from the first trump administration. as inskip points out, things get a lot more volatile, don't they? trump imposed tariffs on steel, aluminum, washer machines among other goods, all to help the industry in question. but the roader market didn't like we were triggering a global trade war. sure enough between january 22 of 2018, okay, and december 24

of 2018, the s&p 500 lost 18% of its value, all right? of course, some of that is because the fed got much more aggressive about raising interest rates at this period, taking them up 1 00 basis points. you can see from the chart virtually every time we got more tariffs, the s&p would roll over. every time china would retaliate, we would sell off. so you're looking at this, this, this, this, this. all right. of course, once the fed decides to stop taking the very end of 2018, the s&p was finally able to find a floor. this is the 200-week moving average. you can see the intersection of the floor. and then it just rebounds like crazy. according to inskip, that capitalized a bullish trading cycle, one that continued until covid hit in 2020. the market couldn't handle the market when the fed started tightening. but those losses evaporated. what does this mean for the present? let's take a look at a weekly chart of the s&p going back to october of 2023.

unlike 2017 and 2018. the fed is now our friend, creating a much more benign environment for the bulls, okay? of course, we know from back then, trump used tariffs as a bartering tool with the average of selling off sharply. every time some new tariff threat materialized. but as soon as the fed stopped tightening, okay, as soon as they stopped tightening, the market stopped reacting aggressively to the rade war. the fed was in play, not the trade war. as inskip sees it, something like a trade war can certainly hurt us badly when the market is already trending bearishly. if where she a bullish trading cycle like we do right now, then she's not worried as long as we can maintain that cycle. right now, the s&p 500 is very much in bull mode, supported by key technical indicator. they found a supporter at the 13-week moving average, trading a short-term rally. the 26-week and 40-week moving averages are all acting at strong support levels. and inskip thinks we have a

very strong floor at 5757, as long as that level holds the bullish trading cycle will remain intact. wow. in that case, she's betting the s&p can see damage from the trade war, and in large part because the fed is a friend right now. it's easy for the bulls to sweep all sorts of negatives under the rug. and nvidia reports tomorrow after the close. so check out the weekly chart of nvidia going back to october of 2023. pretty positive. inskip wouldn't be surprised if nvidia, now the largest company in the world, can set the tone for the remainder of the year with this report tomorrow. wow. putting aside the quarter tomorrow. i have no idea how they were going to pan out. and they note they have a trading cycle with 13-week, 26- week, 40-week moving average sloping upwards. and it's got floors of support there too. at the same time it has faced

resistance from $131 to $140. and right now it's at $147. that would represent a major breakout for inskip. of course, we think it could go like that, but she's thinking about a longer-term major breakout based on all these different lines. in her view, nvidia has the power to trigger volatility, diffuse it, depending upon how the quarter pans out. if the company beats earnings and offers positive guidance, that could get the whole market out of the woods. i think that's a lot to put on nvidia. i don't know if it could do that, but i'm pointing it out that she thinks it can. here is the bottom line, the chart by jessica inskip suggests tariffs have little impact on the market until they materialized during trump's first term. all in the saber rattling that did not do much damage. even when the tariffs actually hit and the markets sell off, we will erase those losses by the moment the feds stop raising interest rates. until the tariffs hit, you can

take the page from taylor swift and shake it off. you know what, with the exception of the nvidia comments because that's too much to put on jensen huang and his team, i think she's got a real good point. let's go to manal in georgia. >> booyah, jim. thanks for taking my call. and guiding me all these years about the investment strategy. thank you so much. >> that's what i want to be doing. thank you. i want to be a guide and a teacher, not a trader. i don't like trading. how can i help? >> yeah. i'm interested in crowdstrike holding, crwd. i have been watching the stock. is it still a good time to enter? >> we bought some stocks this morning for the trust. why did we do that? okay because the stock was down because of whatever is going on in russia, and we felt that was a great opportunity, and i feel very good that we did it because there is not been a day it had thing doesn't seem to be going up, up, up.

i still like the stock very much, but we did get a better price during the russian scare that we got this very morning. thank you for those kind words about what i'm trying to do here after more than a year ago at it. all right, the charts by jessica inskip says until the trump tariffs actually start to take hold, it is not helpful to fret about when it comes to your investments. it won't make your money. i think she's got a good point. there is much more mad money, including the defense tech company boom, halo, that can play offense against other drones. and then what is ahead for oil and gas following trump's pick to lead the department of energy? i'll tell you who i stand on this sector and the critical choice he made. and all your calls on tonight's fire system with the lightning round, so stay with cramer.

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what happens to the defense contractor, that makes drones now with the incoming trump administration? likely to provide aid to ukraine? this company has been a huge winner ever since they invaded in 2021. they have become a mainstay of the ukrainian army. over the past week or so, the stock has come down 18% from the highs, precisely because of the election. today, our environment got hit again as we learned they're buying blue halo, a privately held high-tech defense contractor in a $4.1 billion all stock transaction. i think there are expertise in electronic war fair, cyber space, technology, and a.i., that will make this a smart way for them to move away from drones. but no denying. and why is it worth it? let's go straight to the source of the chairman and ceo of

aerovironment. welcome back to maryland money. >> great to be with you, jim. >> i was excited about this deal. >> it is a foundational change. i'll give you the floor to talk about how transformational this really is to the people who own the stock of aerovironment. >> and that is exactly the case, jim. i am incredibly, incredibly excited about this transformational opportunity. obviously transformational change to address the most important need of our customers. this is a once in a generational change. not only for the company and the entire industry. but the face of the defense and the war fighting has changed dramatically. there has been a function change in posture strategies. and our industry needs players

like av to essentially adapt and become and prepare themselves for the future of warfare. the categories we're going to be the leaders in are the combinations of us and blue halo is going to create tremendous amount of value for our customers, shareholders, and employees. >> can you talk directly about what they bring you in terms of really counterdrone? you're the drone king. but these cheap drones that people make in north korea that they make in iran and that the russians make. and the ukraine soldiers. what will this do? >> and so look, there are certain categories that will be high growth categories and important domains in the national security and defense industry as a whole.

drones, munitions, which they both lead and they will counter the unmanned system, which will be huge. blue halo is a leader in that space. and space communication is another category that is really critical. electronic warfare and cybersecurity. these are categories that they lead. the combination of the two companies that will create the world's best in class pure play robotics solutions company that will address the most important needs of our customers and national security and our allies as well. that is what this transformational transaction and acquisition is all about. it's about positioning them to deliver on what our allies will need around the world for the next few decades. >> what is the best way to shoot down these drones? they have been working on some sort of radar. we have had some sort of microwave. what is blue halo solution? >> so that's a great question because it is really misunderstood on the market in

the industry. and the best way to do this is called a layered defense architecture, which means there is not only one type or one strategy of how to do that. you have to have a layered approach to detect these items or these assets, whether they are drones, small, big, fast or slow, manned airplanes, rockets, missiles, etc. then you have to identify those targets and assets. then you have to apply various different levels of neutralization or defeat. starting initially with, for example, rf, radio frequency signals, jamming. then you've got to go to direct energy and lasers and laser communications. then you have to go to defeat, things as switchblades and other assets they have plays very, very nicely. so what bluehalo has is actually one of the only companies in the world that has attacked this problem in a very

strategic way. they have an end-to-end solution to address this problem, which by the way, it is a dire, dire need globally to how to counteract these things and keep our men and women in uniform safe. >> now, i would have to believe if people were selling your stock because they felt perhaps on day one, then president trump would end the war with ukraine. this makes it so it really isn't that big of a deal if that occurs because you're creating the next generation anti-drone warfare? >> that is precisely the case, jim. we have so many layers of demand for our systems and our solutions globally that it will keep us busy for the next decade, if not, longer. the strategies in the military has changed. we have to equip ourselves as a nation and our allies with hundreds of thousands of

millions of these assets. that is going to be taken place. we're at the very early stages of that cycle. including in ukraine, even if the war were to stop tomorrow, they would need 10, 20 times more of the capacity of the things that they don't even have today. they are not going to wait for another conflict, and we are positioned extremely well for that. >> is the pentagon aware -- ours cost too much away from you, is the pentagon aware we have to make them more cheaply? >> absolutely. we support that. aeroviro nment, av, addressed that cost problem. our drones and munition cost a fraction of the other alternatives. they're incredibly compelling economically, and they are very effective in the battlefield. you'll see hundreds of videos out there, real examples on youtube and other domain, social media, that shows how

we're taking out multi-million dollar targets, inflicting pain into the russian military. it is remarkable what we've done, and you can go talk to the ukrainian leaders, military leaders. they'll tell you the story. and our drones are cost effective. >> do you think the ukrainians needed to get the long-range missiles that immediately president putin came back and said listen, we need to put nuclear back on the table? >> yep. ukraine needs all sorts of assets and capabilities to fight this enemy and common enemy. we need to make sure we equip them with short-range and long- range capabilities. we need to do this in a very effective and aggressive manner to actually have superiority in the battlefield right away. i do agree with that, and i do believe it is time for us to take a very strong position on that. >> all right. >> and it is very unique in the space where we could ramp up

production, when we have the capacity today to be able to deliver thousands of these systems today. we are doing it. we have been doing it in the last two and a half, three years, and we'll continue to do it for the next decade or so. >> i'm very excited about this deal, and what you put together. it is definitely next generation. it is transformational. i want to thank chairman, president and ceo of aerovironment. thank you so much. this qualified a lot of things for us. i really get it now. >> thank you, jim. thank you for having me. >> all right, good to talk to you. back after the break.

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it is time. it is time for the lightning round. and buy, buy, buy. of course, my staff, with the round. and then the lightning round is over. are you ready? steve with the lightning round. let's start with michael from tennessee. michael? >> booyah. >> booyah. >> and my wife, elena, is a big fan. i want to know with the slow down of the economy and the upcoming trump administration, how do you feel about the copper stock? >> i don't like the copper stocks, copper doesn't yield a lot. 1.36. i don't like it. i just don't want to own it. i mean, you know, their time has come and gone. we have talked about doing a light fiber. i thought that made a ton of

sense. let's go to raul in pennsylvania. raul? >> hey, jim. >> hey, man. >> and i've been a member of the club. >> thank you. >> and this company makes organs. i want to know what you think about this company? >> yeah, i don't know how you could make a lot of money in that business, frankly. and i applaud them for doing it, but i don't know how you could make the money. let's go to cameron in oregon. cameron? >> booyah, jim. >> booyah. >> hey, so as a member of the military and trying to invest within my circle of confidence. there is a company whose products i'm familiar with, so i decided to do a little more digging. i found they also have good data center exposure and telecommunications business. given the strong runup year to date, is it too late for me to

consider taking up a position in aph? >> aph is an amazing company. first of all, thank you for your service. that's great. i do think this is a terrific stock. here is what you do when you have great stock like that and you followed it. let's say you want to have 100 shares. buy 25 now. you get a lot of crazy things that happen. maybe you might buy 25 more. if it doesn't come in, you could buy more. but don't buy it all at once, because if it goes down, you'll leave the market entirely. let's go to joyce in georgia. joyce? >> hi. thank you for taking my call. >> my pleasure, joyce. how can i help? >> and i'm here recovering from hurricane helene where i live, doing well. i was wondering what your feeling would be on devin energy? >> i like devon. that's the one you want to be in. and that, ladies and gentlemen,

the conclusion of the lightning round. the lightning round is sponsored by charles schwab. coming up, the president- elect pick's for energy sector is in, and cramer is sharing his opinions next. is it me... or is work not working? at least, not the way it could work. your people are buried in busy work. and you might be thinking... can ai make it all work? it can. on the servicenow platform,

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let me say from the outset i think the world of liberty energy, run by chris wright, who is trump's pick for energy secretary, is the fourth largest oil company in north america, covering all the major basis. i like fracking and companies that help extract fossil fuel from land. liberty energy and energy realities is a terrific document and a fabulous pay in to the revolution. the energy and politics section will make you feel proud of what liberty does. and more importantly, you will feel safer, you are safer. oh, but then there's the last

page in the deck, the conclusion page. and here right now, we park company. conclusion speech that i find are down right true, and would be condemned by every single oil executive that i have ever met, and i met a ton of them. i want to show you what we're dealing with here. first conclusion reaches, there is no climate crisis. every other oil person i met is worried about a climate crisis, very worry. they're worried online, they're worried offline, they're worried at home, they're worried in a barn, they're worried in a restaurant. it sounds like dr. seuss, but they're worried everywhere. they look to see what the oil industry has done to the environment. and i have seen even the most biggest things trying to stop flaherty because of the meth conclusion. and give me a break. there is no energy transition. not only do most oil ceos accept that there is a tradition that they are all preparing for it, trying to get their company ready. some hoping they will push back to the 2050s. others, hey, big company. they are leaders of the

transition, and they're proud to spend the environment because tom jordan will pay people to make them a better steward of the environment. and they will talk about the need to be ready for the energy transition. but they think that it will likely involve the vehicles and take very long time for other fuels. i don't know, they seem to be every bit the oil thing that people would see, the right. and now how about the third conclusion? net zero, 2050, it's a goal. i mean really? sure, they have zero energy of 2050 is a superior goal. sinister? i'm calling that an ill-advised description. and there were plenty of oil people who believe this stuff, like what they do, but we have come to realize that education has made us, including myself, more cognizant of what many businesses are doing for the planet and the fossil fuel companies. it happens, we're bummed. it happened. that's different from my own. but who cares. what matters to you, my nearly 20 years of doing mad money is different from every ceo, both

on camera and off. you're watching someone who is a champion and what they have done for our security and powers as a nation. literally, i did, it would taste like a protein shake. now i'll go a step further. i'm not seeing them on top of the 52-week high list. and down more than $7 from their 52-week high of $24.75. and it is far out underperforming the largest energy of the etf. some of them think that the attitude would produce the return, but does it? not anymore. now i know what it does do. i know what it does. it embarrasses all the oil execs that i know who are concerned about climate change and they don't mock the efforts of the people in the industry that are trying to do something about reducing the pollution that is a natural by-product of the extraction. so let me say this. i'm sure that wright will make for a different kind of energy secretary. but when it comes to getting oil and gas out of the ground

as cleanly as possible with the least damage of the planet, well, i have the ceos of 22 other companies that i would prefer for the job. the 22 oil and gas companies in the s&p 500, yeah. any one of them. and i would like to say there is more markets somewhere and just for you on mad money. i'm jim cramer. see you tomorrow. they'll invest their own money or fight each other for a deal. this is "shark tank." ♪♪ shannon: and we're from san diego, california. come on, james! we're two busy moms always on the go. regan: shannon and i met at our kids' preschool field trip. after a long day with 40 4-year-olds, we were ready for a glass of wine. [ both cheering ] we dropped our kids off with our husbands, and we've been friends ever since. regan and i both worked in corporate america for several years,

and it came a point in our lives