here. >> guy? >> if people could only hear what goes on in the commercial break. >> they might want watch anymore. >> they might. >> urnm. >> all right, thank you for watching "fast money." see you back here tomorrow at 5:00 for more "fast." don't go anywhere. "mad are nm, melissa lee. >> don't go anywhere, "mad money" with jim cramer starts right now. my mission is simple. to make you money. i'm here to level the playing field for all investors. there is always a bull market somewhere, and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. either people make friends, i'm just trying to make you money. any job is to explain to call me at 800-743-cnbc or tweet me at jim cramer. the age of anti-trust tyranny is

over. it is placed at four years of unfettered capitalism, with higher stock prices, especially for the magnificent 7. that is why the nasdaq crossed 20,000 today, up 1.7% and the dow dipped 99 points and s&p gains 8.2%. it is a celebration based on the replacement of linda khan, the current fcc head by a procorporate regulator, andrew ferguson. he's also on the ftc. he's probusiness. it is fabulous news for the tech titans because the threats an the endless litigation, will soon be over, hence the nasdaq hoopla and the leadership at the antitrust division, makes we have seen the high tide for the companies we love. but now we have to ask ourselves

what is driving individual mag 7 stocks to the record highs beyond just the changing in government. first, people are always dumbfounded that the stocks keep going up. they're in disbelief it could happen again and again. me, on the other hand, i'm in disbelief people still don't get it. these companies do amazing things. they keep changing and they are the smartest people on earth. they are sovereign states with better balance sheets than any country. let's take them one by one. let's start with apple which was up nicely today before pulling back on the close. they announced the release of ios 18.2 which is a brand-new set of apple intelligence including chatgpt and intelligence playground and fun emojis. we tried to give me my hair back. we couldn't do it.

i told you to cut that. it made us laugh. it is making everybody laugh. they're laughing at me. but i said, i could handle that. because it doesn't -- it doesn't bother me one bit. i'm cool with it. let me ask siri something, what would you do with a family of four in nyc in the winter. then it gave us five ideas to -- thank god they took that down. emphasizing the winter aspect of this city. coherent and cogent, and what i thought as someone who lived here for 40 years, i got a lot of other ideas. tim cook, great job. i loved it. but there might be something else at work behind apple's recent strength. we're likely seeing the end of the biden administration attempt to hobble apple. just like kathy bates hobbled --

back on the 21st, they sued apple and invented a whole new category of smartphone to make this argument because they forgot that you could get it mostly from verizon. apple exerted pressure everywhere. suppressing everything and everyone to compete against them. left out of the investigation, we can't live without these darn phones for heaven sake because they're so good. they're great. and, hey, if you don't like it, just go buy a samsung. go ahead, make my day. think common sense will take over under trump's justice department. which is involved spree speech, apple will be fine because they're not an immediate platform and that is why the stock could rally. it is another reason why apple gives you a 250,908% gain, take that s&p. amazon won't quit and it is will

president-elect's pick for the chair ferguson, he'll be replacing khan. as she put it, amazon's wants to stop rivals and sellers and overcharge sellers and stifle renovation and prevent rivals from competing against amazon. and amazon prime is the greatest bargain in the world and smashed prices for 200 million users. it is not like amazon is sending the mafia to put others out of business. how could they be so out of step with america. so not respectful of amazon or its reputation ority own organization. it is up 313% since it came out. that doesn't happen if you're a bad actor. alphabet may still have a problem with the thors.

not because they're so good but because they believe that alphabet is trying to brain wash us with liberal ideology and i bet they won't do that under trump. but with a gm self-driving business, alphabet waymo is down. and that produced the waymo. still one more reason why the stock is valued 9,086%. it is up huge. now of some is because meta is hounding is now over. even if the investigation started during the trump term. a federal judge ruled that the case could go forward. the market is breathing a sigh of relief because it will go under ferguson not khan. and that makes me think that things will be okay for meta. it is now up since it became public on may 18th of 2020. in a last attempt to slam as many stocks as she could. khan decided to go after microsoft a couple of weeks ago.

cloud computing offices and security products. you can't make this stuff up. khan wants to examine the growing power and can't stand big tech and that is how microsoft could continue its long -- now rallies -- since it became public in 1986. out going department was looking into nvidia to determine who got the latest ant greatest chips. i think they'll be the best in the world, allowing nvidia to continue the streak. it is up 557,000 since it become public in 1999. and now tesla versus waymo and elon musk has made it clear his cars will be the first mover, even though they've done none of the regulatory paperwork. but he's in with trump. and it will thrive on it in the

economics because it is cheaper than waymo. and tesla could keep it up -- [ inaudible ]. i am of two minds about this. i understand how khan might think everyone one of the dom flaunt companies is too powerful. it could become a problem in the future. but they're extraordinary and they are the envy of the world and they are ours. they're ours. and if you want, you could have a piece of them too. thumbwell and now with anti-trust out of their hair, i expect the better returns, they need to worry about innovation from other companies, not punishment from the feds. we don't want our government to prosecute these mega cap companies unfairly or bail them out either. we want them to compete for our affection and our dollars which is exactly what me do, every day, 24/7. it is a remarkable thing. jake in new york. >> caller: what is up, cramer, how are you? >> i'm just celebrating how great the mag 7 are tonight and

the government is going to get off their back. how are you doing? >> caller: okay. i'm hanging in there. i wondering about a stock. and i think you would be the man to tell me about it. >> i'm the man. >> caller: so two days ago sin thas, everyone is very excited about the health care and small business segment. what do you think? >> i think you buy it. i was going to put this in the bull pen for the charitable trust. i've been talking to jeff about it. jeff morris. i think it is one of the greatest stocks of all time and they have great customers by sintas. i disagree with the sellers. let's go to jill in the home state of new jersey. >> caller: i bought royal caribbean back during covid.

>> you're genius. >> caller: and it gained over 200% and i'm wonder field goal it is a buy or a hold or a sell. >> i was to hold caribbean. i i was speaking to jeff mars den, every day an analyst raises the price target so no more buying tv right now. i like vikings more than royal caribbean. we can't keep buying up and up on the same set of earnings. he don't want the government to punish the fantastic companies that we love but allow them to compete for our money and our affection which is what they do for you every single day. i'm talking to a ceo at -- [ inaudible ] and then the latest report from ollie's bargon outlet. plus is the santa claus rally coming to town. i'm going off the charts on the latest moves in the vix and the s&p 500 and what they move for the market. and i'm glad the emoji is down

to stay with cramer. >> announcer: don't miss a second of "mad money." follow jim at x, tweet him #mad mentions or give us a call at 800-743-cnbc. miss something? head to madmoney.cnbc.com. we're harnessing breakthrough innovations to increase production in the u.s. gulf of mexico. our latest deepwater development, anchor, produces previously inaccessible oil and natural gas, allowing us to deliver the energy we all need today so everyone can follow their own road. that's energy in progress.

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all of the daya centers are being built to handle artificial intelligencea they consume insane amounts of electricity. and even regulated utilities stand to make fortunes. take sempra, beyond opening in california and texas, they have this huge infrastructure energy that includes pipelines in

mexico and in louisiana and more l and j products in the work once we have a fossil fuel friendly president back in the white house. up 17% for the year but half of that gain came a month ago when they reported a bang up quarter. besides the s&p up to close to 28% for the year, i bet this has room to play catch-up. let's take it from the chairman and ceo from sempra. >> it is great to be here. >> so if you were to tell people that there was a nontech stock that was up 2,192% since that century began versus the s&p up 559%, and you had to say it was utility, i would say it is just not true. but you did it. >> we did. it and we continue be bullish on utilities. so what is different, and those statistics were across multiple

market cycles so we think today it is in a supercycle so we expect the earnings growth will outpace the growth rates that it has posted historically and we're showing that up today. and we have a me portfolio across the energy chain with a focus on transmission and distribution. so with higher expected growth, a strong dividend and what i think will be a constructive interest rate back drop, we think shareholders are set up for good value creation in the future. >> i want people to buy stocks. but i'm afraid that people often buy the wrong stocks. they buy the stocks that have a super high beta, that don't have any utility dividend, that are so dicey that they could lose everything. but semper has been consistent the whole time because you're in the two biggest growth areas. texas and california. >> i'll make a comment. today california is the number one economy in the united states. texas is the number two economy.

we have a leadership position in both market places. and one of the reasons that we think that we could continue to outgrow our sector is we have opportunities both on the utility side on the market you described but we also have a whole suite the opportunities including l&g, and that sets up us for strong growth in the future. >> i came away with two good things this morning. one, there is incredible demand and then after i was reading about seeing you, maybe we can't solve it, may we don't have enough power to have all of the data centers in this country. >> i believe today that america has a long-term competitive advantage in technology and innovation. but the question in front of us is can we keep it and maintain it as a country or does this go overseas an the critical success factor is are we prepared to invest the capital to ramp up

energy production and expand and modernize the grid. and i'll say this, data centers and hyper scalers and artificial intelligence as you note in your opening are intensive in terms of energy consumption and that is why texas, which i believe, jim, is ground zero for most data centers being cited, the regulators stepped forward and said the overall electricity demand is expected to double by 2030. so so the competitive response is at sem raw we're going to ramp up capital expenditures. and we've indicated that we're going to significantly increase our capital campaign and here is the key takeaway for your viewers. if you want access to american technology and innovation and play artificial intelligence, a low risk is through the american utility sector and specifically sempra. we have more exposure to data center growth than any company in the sector through the state of texas. >> i want to own stocks that could go in all markets and that

is what your percentage shows from 2000 and what you just said shows that you could grow above with much less risk. you could see that there is such a thing but you are doing it. i'm excited because you do not have panic, biden in january said a pause, you have to think one of the greatest growth engines in the world and geopolitically, the biggest weapon and they paused it. does that pause go away day one? >> here is the way i think about it. this is a great american growth story. >> best. >> today the united states is a market leader in the export of l&g. we have a 25% market share and if you look at landed l&g, 50% originates from the united states. so if you think about looking across the decade to 2030, the united states will continue to take market share and i think sempra will be a big part of it. think about this, we have a very large export facility in louisiana. we have two under construction,

a large facility. >> i bet you employed a lot of people when you built those. >> yes. but more important we have a backlog of very large developments in the cue that will benefit from the new administration and i could conclude with that, our allies in europe and asia are looking to american leadership to secure their security and it will be companies to support their energy needs. >> and when you invite us down so we could witness this great construction, maybe go on one of these ships. >> let's make the commitment to do it in 2025. >> i will do it because i think what you're doing is incredible and i can't get people to invest in the right stocks until i have someone as smart and as coherent as you to be able to make the case. >> you're kind. >> we love having you on. jeff martin and chairman and ceo of sempra. look this stock up. everyone who wants a stake in data center. go for the ones that have made

monies consistently not episodically. "mad money" is back after the break. >> coming up, ollie's is known for selling good stuff cheap. but could you still get the stock for a bargain. cramer is browsing the aisles and giving his take, next. ♪ ♪ ♪ ♪ whether your phone's broken or old, we've got you. with verizon, anyone can trade in any phone, any condition.

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regular viewers know that

i've been a long time supporter of ollie's bargain outlet. one of the big off price chains that offers, quote, good stuff cheap. ollie's buys inventory in the system paying next to mog and passing on savings to customers. it is a great business model. one reason i'm a proud enlisted man. in the 15 million strong customer loyalty and the charitable trust and burlington stores, ollie's has felt different. other than the home goods brand, others are mostly focused on power. ollie's has home goods and books and i bought a book that was water damaged. it didn't matter. pages were stuck together. and they source directly from manufacturers and not just retailers. at the same time ollie's stock has lagged behind tjx and all stores.

i don't know if that is right. this one got hit hard when things got ugly, falling nearly 70% from its 2021 highs to the lows in march of 2022. since then the march -- the stock has been marching higher. and then a big breakout, surging 13% to the point it is within spitting distance of the all-time high. after that quarter, i think it considers to be a full fledged member of the stock you could mention in the same breath as cramer maybe tjx. why? look at the reporting. a tad light for same store sales at the profitability was better than expected with strong margins and they shaded down their full year forecast but left everything else unchanged. it sounds lackluster, how the heck does the stock go up 13%.

it could be explained away by the weather. to two big hurricanes and a warm fall made for a tough time in october. and big lots filing for bankruptcy, that added some pressure but that is a opportunity for ollie's because it is about devouring the carcass of the other retailers. the company said it saw strong demand for consumables like cleaning supplies and food and candy and growing relationships with major manufacturing and that is allowing ollies to offer a more consistent of goods. and they saw stronger demand for zegs like furniture and outdoor living. early november they said as normal weatherized and we approached the thanksgiving day holiday, we saw accelerated trends in our seasonal.

on the conference call, first consumers want value. second suppliers nieg bigger partners. we know about the first trend. that is a major theme so let's focus on the second one. basically, the success of big box stores like walmart and costco means that these retailers are making huge block orders for branded products. but with these ever increasing order sizes, there is more and more excess product from the parts of the blocks that don't get sold. that is where ollie's comes in. those big box retailers don't want close out level prices on the shelves next to the full price merchandise so i call goes out about a quality name brand merchandise that needs to be moved and because ollie's is the greatest player in the space, they get a call. you see a lot of brand names. yesterday's call much was about expansion. one store at a time adding up to a few dozen net new stores per

year. and they have a stated 10% per year and they're planning to accelerate. they acquired 99 cents only stores in texas and they said proudly that the company soft opened some of the stores as a test in august and several of them were top performing stores right out of the gate. and then the big lots bankruptcy. this has been auctioning off their real estate and ollie's management sees the stores as similar to the 99 st.cent store and they have attractive rents and loosing structures and serving value oriented customers for years end quote. so maybe it is a little bit more conservative than we thought. management did say they would

open 56 new stores in 2025 which would be growing by 10%. but think there is upside to that number and it seems like much of the wall street agrees. they said in 2025 the stoert stores will be front loaded as a result of buying big stores from big lots. and think about what i said before. about how ollie's is winning because it is the biggest player in certain parts of the closeout space and often gets the first call from retailers looking to move major blocks of product. that angle to the story only grows as ollie's gets larger. i think the stock is up 13% because market finally woke up to the fact that the unit growth story is better than what was understood and it used to be eposodic. ollie's is undergoing a leader shirp change with president eric vander assuming from sweigert, and the move was telegraphed six months ago and that is why i

don't expect any major disruptions. after hearing everything going right for ollie's, i think we have to consider this company a member of good standing in the off price club. especially now that it decided to grow the store count. the 500 and something stores are not tjx, but they're legitimate forcing and after this run i think the stock is as attractive as any of its peers. let's take questions. let's go to joe in new jersey. >> caller: hello, mr. cramer. thank you for taking my call. >> always good to hear from you. what is going on. >> caller: yes. with the merger not going through and albertson's getting a 600 million breakup fee. should i still hold on to albertson's. >> i think it is okay. i just don't like to be honest, i've seen the pattern of these deals when they break down. albertson's, like rite aid, they

have taken their eye off the ball. i don't care for the trade. i do like kroger more. let's go to robert in illinois. >> caller: hey jim, what is going on with cava. it was going along greatly. in a week it was 150s and now it is 120. >> i think there is profit taking. i think there is nothing wrong with cava. we're seeing this in the high flying stocks of this year considering the restaurants and it is because of insider selling. when you see insider selling and there was tremendous insider selling in this one, i get nervous and i say to myself, let's be careful out there. to jonathan in pennsylvania. >> caller: boo yeah, jim. >> you could never get enough seinfeld. >> caller: you always teach the club the focus on quality and

only speculate a little bit and i'm sure the company i'm going to ask you about isn't is the most high quality, i want to know what you think about flowers foods. >> i'm known flowers foods since 1978 and i want to be very nice to these people but it is a very -- how about this, it is a very tough business and i like it easy, not tough. all right, ollie's is no tjx but it is a legitimate player in the retail space and it looks attractive. tonight we're going off the charts and looking at volatility. does it tell us anything. and the top brass this morning, i'm digging into data centers and where i stand on the deere mand for them and all of your calls in tonight's edition of "the lightning round." so stay with cramer. is it me... or is work not working?

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for the last couple of months, i've been telling you that the market is getting to complacent for my taste. all sorts of stocks have started to excessive levels including lower stocks of unprofitable companies. we've gotten too used to seeing stocks rally since the election because there haven't been that many sellers coming out of the wood work to slow down the momentum. but that prop could fall apart very quickly the moment something goes wrong or when people remember that they don't have a profit until they bring things down. so now we're going off the charts with mark sebastian and our resident volatility expert. now he likes to keep an eye on what we call the vix, which is known as the future gain because

it tells when investors are terrified and when they are confident and complacent. sebastian said they're front running santa because that is what works. traders just assume the market will go up and when it does, the volatility gets pummelled. market up, vix down. but while the santa claus rally is a reliable pattern, it doesn't mean stocks will rally through the entirety of december. this is a chart of the s&p 500 and the vix last december. from december 1 through the middle of the month, it went straight up. you got that. but sebastian points out that the vix bottomed on december 12th. a sign of rising fear. a vicious stop in the stock market on december 20th. santa claus interrupted. the rally in vix indicated the market was in for turbulence and that is what we go.

and that is why we are looking for the changes. now how about 2022. now in 2022, we didn't even have a santa claus rally. back then san ebastian said than november 2nd, just after the s&p peaked, from there the market spent the rest of the month going lower. in fact the s&p finished down from december of '22. like a lump of coal. and that is these santa claus rallies are not a sure thing. take a look at where we're at right now. check out the action in the s&p and the six over the course of the year. for the bulk of 2024, the vix hasn't been sending out any warning signals. when the s&p goes down, the vix goes up. that is exactly what you would expect from a fear gauge. however, he pointed out there was one big exception. october and november in the lead-up to the election. the s&p traded sideways and the vix hung in too.

that is highly unusual. when the s&p does nothing, the vix is getting crushed. didn't happen. in this case, you have to remember that the volatility is calculated based on s&p 500 option prices. it is the cost of insurance for owning stocks. when people expect a lot of volatility, like into the election, people pay more for the insurance in the form of options. but since the election we're back to the s&p roaring while the vix gets pummelled. that is what should happen. that is normal and that is rational. but sebastian said things have tightened over the past month. let's make it tight here. okay. throughout the november, the s&p climbs higher while the vix tanked and last week it fell below 13. that is classic bull market behavior and then vix bottom on december 6th, since then it has gotten a noups on a fairly model pull back. sebastian points out that over

the course of monday and tuesday, the s&p fell less than 1% over two days and then the whole decline today. yet while the s&p barely got dings these past two days it shot up from 12.8 to almost 14.2 monday and tuesday. that is -- this is ray big move. according to sebastian, there are no real read flags coming out of this chart. at least not yet. but in this big button, right now it is sitting below its all-time highs while the vix is up nearly a point from friday's close. so we have a big sell-off. and then today we have had to rebound the s&p but the vix doesn't pull back as much as would you expect. basically the s&p has erased monday and tuesday losses but the vix has not. because banks and dge funds are buying options to protect themselves against volatility. here is what makes things worry, if this holds up tomorrow, the

volatility starts to have a positive correlation to the s&p and that is a problem. when they march in the same direction, it means that the s&p is heading for a reversal and then it could end up in the red next week. maybe deep in the red if something goes wrong. if we do get a serious sell-off, this could turn into a 2023 celebration where stocks roared until about a week before christmas and then pulled back hard. and if that is the case, with a santa claus rally, it might bring the s&p back to where it is trading after a nasty decline. the chart is interpreted by mark sebastian. the santa claus rally is never guaranteed and even if santa does come, it might not make much of a difference if the market experienced a mid-december swoon like it did last year. the volatility index has started to rise along the s&p 500, that is not rational. if that keeps going, it will

turn into a serious red flag. something to keep an eye on because we don't want to be kblas ents here. that is my team. it is too good of a year to let our hair down. it is a good time to book some measured gains. that is what people are doing as people know for the cnbc investing club. "mad money" is back after the break. >> coming up, cramer takes your calls and it is a fast fire "lightning round." that is next.

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"the lightning round" is sponsored by charles schwab. trade brilliantly. it is time. it is time for "the lightning round." an then "the lightning round" is over. and jerry in missouri. >> caller: hey, jim, thanks for taking my call. >> my pleasure. >> caller: jim, lisa sue is making me nervous. my position is down over 17%.

amd holdings. >> this is very difficult and you're absolutely right to bring it up and i'm glad you did. here is the problem. it is absolutely true, it is absolutely true that they're not doing as well as nvidia or the big amazon orders but lisa who has taken a lot of share from intel has not the number two when it comes to data center and a.i., and come on, she just did this great deal where she got all of the engineers to come in. i think the stock is cheap and it should be bought and we're buying for the charity trust and i wish i had bought some yesterday in the weakness. and which i why i took the beginning of this -- no, i'm just kidding, i could go on and on about amd and i like it. to lucas in new york. >> caller: hey, jim, how are you? >> i'm good. how are you? >> caller: good. i like bitcoin and now with etfs

and [ inaudible ] to bitcoin, and with bitcoin passing 100,000 again today, and on top of it, michael saylor predicting bitcoin could hit 13 million by 2045. is it time to say that you can't beat them and join them. >> yes. may i suggest you to do. buy the etf. i do believe in bitcoin. i'm passionate on crypto. if you want to have 10% of your position in crypto, he think you buy it down and tomorrow and then wait until 95 and then to 90. i do want to you buy it. i'm a believer in crypto. it is an alternative to the $36 trillion that they have to pay that i don't know where they're going to get. to paul in maryland. >> caller: hi, jim. pleasure to speak to you. i've watched your show for many years and i've learned a lot from you and i appreciate you. i have a question about a stock that i purchased a few months

ago. i'm down 14%. and i'm wondering if you think i should hold it, or possibly sell it. or possibly put a stop loss on it. it is constellation energy. >> constellation energy are really high beta stocks. i very much prefer sempra to these. i don't want you to sell consolation energy, it has a habit of bouncing back because it is involved with the data center but has got way too much volatility for me and i think that when it gets about ak to 250, 260, i think you should take some off the table and put it in sempra. to raja in washington. >> caller: i'm an avid club member and a follower of the show since it premiered in march of 2005. thanks for bringing the value investment advice and discipline that you bring to the retail investor. >> that is what we're doing. we're teaching, we got out of

the hedge fund game to do some teaching and it is working so thank you. how could i help. >> value insights of you and my colleague -- [ inaudible ] and my question it related to a company in the same -- rubric -- >> it does a very good job, the stock has been straight up and after the last quarter, i understand where it is mispriced when it became public. to aiden in indiana. >> caller: i'm an 18-year-old investor from indiana. i bought a thousand dollars worth of -- >> i pressed the button. i didn't hear the name. because i mistaken lg presidented the applause button. the stock is. >> caller: j.d..com. >> go for alibaba. you're 18. don't fall behind the eight ball. do baba if you want to own

china. that is not good enough for you. let's go to joe in florida. >> caller: jim cramer, the hall of famer. my question is j&j. >> this stock is 3.3% yield and has fabulous drugs, i know the whole drug stocks, the cohort is down but if you could get them for 14 times earnings, this is j&j, i do want to buy it down here. drug stocks are way out of favor. we're not done. to sean in rhode island. >> caller: booyah jim. >> triple booyah. >> caller: my question is netflix. is there any more runway. >> you bet there is. netflix is a subscription business. i'm going to throw in spotify, and amazon. and costco. those are the four. i may do this in the piece tomorrow. people don't watch every single show. and that, ladies and gentlemen, is the conclusion of "the

lightning round." >> announcer: "the lightning round" is sponsored by charles schwab. >> coming up, is this market forgetful when it comes to the data center thesis. cramer is jogging its memory, next. [cheerful music] [phone ringing] not all multimillionaires build their wealth the same way, you have... the fearless investor. the type a cpa. the boot strapper. the boot maker. hee-ha. but many do have something in common. we all trust schwab with our wealth. thanks to our award-winning service, low costs and transparent advice, every day, over a million multi-millionaires,

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does we forget that both of the data center is one of the most compelling stories of our

time. wall street forgets this fact. we forgot it when oracle talked about putting up as many data center as it could. and the market doesn't seem to matter. after the demand for oracle stock evacuated. taiwan semi said orders surged 34% in november. i guess it didn't register and that is a big reason why nvidia which outsources the manufacturing saw its stock fall hard yesterday. just a nightmare that caused another round of uyer's revorce. and they bounced back today as the amnesia cleared um. but sometimes you have to go outside to the trends. and we interviewed [ inaudible ] that makes the equipment to generate electricity to the data center. and the power business is so much demand that he's filled up

his order book until 2028. that you how we need the turbines that turn natural gas into energy. sure we know that the tech titans, they are power hogs. they need energy for all the computer power. for the new word that stands for handling things no one else could do. while the agents are in inflappable and tireless. nvidia got the ball rolling on this it turning the data centers into knowledge factories and they have to be tech companies that want to cut their carbon footprint. they would love for these data certainties to run on new nuclear wind and solar but the alternatives can't handle the demands placed on them. the base load is natural gas, that is what is going to power the nath factory. it is amazing how all of this happened in just the last couple of years.

i remember talking to larry culp about how he's going to spin off ge as a whole and that is before the data center burst on the scene. and he said it would happen. and i said that the spinoff was doomed and given [ inaudible ]. because there is tremendous growth and of the 3 components, health care and aerospace and nova, it is nova looking the best with the gigantic cash flow. a $6 billion buyback since they announced the breakup three years ago and for all of the nath factories causing us to need more gas turbines. but we got right back on track. next thing you know we're beginning to rethink the negative nvidia stance because when you look inside of these data center slash knowledge center, you don't see a lot of nvidia competitors. no one could design such powerful chips and say nothing

of nvidia platform. they are on a plain by themselves and do not let others lead you astray and believe me they will stray. so next time you read about the growth of the data center, like so many stock stories have been wildly wildly exaggerated. i'm jim cramer. see you tomorrow. 'll invest they or fight each other for a deal. this is "shark tank." ♪♪ tank is a premium version of a favorite snack. hi. my name is jordan barrocas, and i'm from miami, florida. i'm daniel fogelson, and i'm from los angeles. we're the founders of three jerks jerky