>> all right. there you go. karen? >> yes, first of all, thank you for being here. >> thank you for having me. >> meta, i am going home to the dance lab. >> you like meta. all right. and steve? >> keep the m theme. mp materials. it's ubugop t ing higher. >> thank you, everybody, for watching "fast money." have a great weekend. "mad money" starts right about now. my mission is simple. to make you money. i'm here to level the playing field for all investors. there is always a bulwark somewhere and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. friends, i'm trying to help you make a little money. my job is to entertain and explain how we have explosions today like a whole week of bad. call me. 1-800-743-cnbc. tweet me @jimcramer. you short this market at your own peril.

it's a couple of negative days. today everything rallied from the speculative to the sane. the animal spirits had no staying power to finish strong. by the end of the session dow up 340 and the nasdaq 1.77%. it was a welcome to the new year rally after what looks to be a couple of profit taking days and no more. the most salient driver of this move a plog post by brad smith, vice chair and president of microsoft how bright the tech future is and the company is investing $80 billion on a.i. data centers this year. that sent anything related to a.i. roaring. nvidia, the beaten heart of the data center that looked like it was having a coronary just a week ago. yes. here i am. this is called the pockets.

with that in mind, the game plan next week, on friday we get the non-farm payroll report. the market has been roiled by a fractious ten-year bond that won't come down. numbers lower wage growth and disappointing hiring. that could bring down the yield in the ten-year and make people feel like the fed will be back on schedule to start cutting rates again. we got to get them back into that groove, you know? on the other hand, if hiring and wages remain hot, well, then anything good that happens next week could be repealed. the lab report is that important. other than autos, housing and materials i fear the economy may be too hot to give us what we need to pushes slower. what parts of the economy are driving things? one of them is the purchasing managers index. we are getting incredibly strong read-outs in these reports like the manufacturing one we got this morning. on monday morning we get the pmi

composite index, a great look at economy and any bull might be perturbed by still one more hot number. you know it's the leader again, in part thanks to the buzz around nvidia ceo's speech monday night in vegas. right now i think we could be dazzled by the use cases for nvidia's latest chips, especially the video component. any company that buys the platform of gpus and software can make a fortune. that's important. we keep hearing that amazon wants to compete with nvidia. something i don't believe. customers want cheaper chips. amazon is trying to make them. if jensen gives his customers a four times return on investment, that's what he is going to talk about. shows how that on monday night actual cases of how that can be accomplished i doubt amazon or anyone else could compete with that and maybe nvidia actually goes to a new all-time high.

now, we get a job opening -- on tuesday, called the jolts. you know what? it might give us clues about friday's employment number. i have been mulling over the numbers and thinking about how president-elect might reverse the high levels of inflation under un-biden administration. if you close the border, you have to prayer we hear about robots at ces who skoent have enough people it in the country to do mass deportations without jacking up rages. robots may be the only hope. wednesday, interesting, very meaningful earnings reports. albertsons, yes, this grocery store chain was trying to merge with kroger to create a powerhouse to compete about amazon, costco and walmart. deal was blocked and i think that might have hurt them in the interimism want to hear if there is a lot of food inflation to come. i also want to know if they see any decline in the consumption

of salty snacks and cookies and candy alongside the rise to the gop desk. just put out this amazing study. shows a meaningful decline in consumption of these categories which is what you expect. i will follow up on this study later. anything that reduces consumption by double digits in some categories hurts albertsons profitability along with that of the processed food companies. after the close we hear from jefferies. it's a stock that has been a tote apwinner. get this. it ran from 39 and change this time last year to 81 doll today. that is stellar. i think the change where they are oppose to big business is about to be replaced with someone with a traditional approach. that means big earnings per share for jefferies which consults on the deals. it will infuse mind. what was the fed thinking when it talked about taking the rate cutting more slowly than we thought if that last meeting?

maybe we will find out when we get the minutes of the meeting 2:00 p.m. wins. thursday the market is closed for the funeral of jimmy carter. there is not a lot of corporate news. but a minted ipo -- software as a service company is going to report. i think it will give us a great quarter. maybe one that is so good that it will be worth buying ahead of. besides the fable fridayed employment number, a few important quarters. constellation has been up and down and now mostly done. it's bait of a job stock. apple is under siege by everyone from the surgeon general, this morning for a link to cancer to the glp-1 drugs which put a craving in the case of constellation potential of tariffs on the beers modelo and corona and drinkers of some significance, the hispanic cohort could be hassled or deported bit the authorities

under trump. i know, that's a heck of list of next and not talking about the healthier young style younger people are embracing or the cannabis competition. why own this darn thing? simple. constellation is growing and maybe the president-elect could exempt imported beer from tariffs. it doesn't deserve to be punished for this which is why we bought some for the trust last week. we want to hear about this brewery in mexico. it's almost ready and the costs for building it are behind them. that could lead to a buy back bigger than the one they currently have. i know it's a dicey one. i don't feel good about it. what can i tell you? sometimes you don't feel good before you make money. delta reports stellar, the airlines are a changed breed, no longer building capacity to meet demand, doing the best to keep capacity tight and prevent ruinous price wars. it's the right time to own delta. profits are flowing like never before. finally, wooejs boots alliance.

the ailing drugstore chain. they need to do anything to reverse its for includes. i have tremendous faith in the san antonio. i don't think he is sitting idly. i think he is working on a change and might have buyers lined up for some parts of the company and maybe not all. i would not bet against this man. it's still hard to bet on walgreens. here is the bottom line. it's a light week but still impactful except people will be on edge ahead of the employment report. as we saw today, it's not nearly as bad out there as so many think. let's go to jennifer in alaska. >> caller: booyah, jim. >> booyah. >> caller: i am calling about -- costco has fallen 80 points in the last month but eat earnings, raised membership fees and implemented technology to increase memberships. why is the stock going down and where do you see it going in the near future? >> i am glad you asked because i am close to it. one is when the stock is down

this much from the high you simply buy it. two is that this sells at 50 times earnings, people are worried about that. i am not. and three, all of those things that the good news is you got the membership -- the special dividend, they are all behind. people are saying, what is there to move it ahead? i tell you what there is to move a it ahead. the single best retailer in the world and that's why i want you to buy it as we go to the travel trust and believe me even though the basis is lower i am tempted to buy more. how about we go to monday can c new year's resolution. >> caller: hi, jim. >> how is it in paramus? >> caller: a lot of traffic. >> darn it. traffic is a bummer. i know. i always say that. what else. >> caller: i been buying sofi since september 2023 based on the recommendation that you a like it, especially at the price it's on. my average return about 130% now and considering the -- [ applause ]

>> caller: so -- >> when i hear somebody up that much, here's what i say. kwlo care about the stock. sell half and play with the house's money. why not do that? imagine i bump into paramus, that mole looks like a million bucks. into be work like a billion bucks. looks like a million bucks. you say to me? you say, hey, jim, thank you. i live for that. let's do it. next week we will still be in impactful despite the lack of earnings reports and get ready to doing buying. watch what happened today. it's not that bad out there. i am revealing the top 25 questions i have for 2025 starting with a look look at how the election and war could affect the macro environment. then going sector by sector to give you stories that stand out in these categories. later i am running through the top themes that could shape the action in the most important

sector it this market. tech. i suggest you stay with cramer. i'm don't miss a second of "mad money." follow @jimcramer on x. have a question tweet cramer #madmentions. send jim an email or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. this is our future, ma. godaddy airo. creates a logo, website, even social posts... in minutes! -how? -a.i. (impressed) ay i like it! who wants to come see the future?! get your business online in minutes with godaddy airo

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♪ at the start of every new year i try to figure out which stocks work best over the next 12 months. but this year is different. there is just so much we don't know about what's coming. while that's always true to some extent, this year the stakes feel higher given that the s&p 500 put up two consecutive years

of 20% plus games for the first time since the late '90s. so i have an idea. i want to walk you through my trout process and share 25 of the most pressing questions. these are the things we need to figure out in order to make good decisions. starting with the big picture questions and then specific sector areas. that will be after the break. the ten biggest questions about tech after the following -- first big question. does the yield on the ten-year treasury sink to 4% or rise to 5% first or just sit in the middle? this is the most important question in the entire market. as i told you, we have been in this weird situation ever since the fed started cutting short rates in september. when we got the first cut, it started soaring. highly unusual. it's climbed from 3.6% to 4.6% now. we know the ten-year yield

peaked in october of 2023. so is it headed in that direction or will it reverse? as far as stocks are concerned, i think they will do well if the yield on the ten-year peaks out and goes lower. the market should be fine. however, if long rates keep climbing with a ten-year at 5%, to could be miserable for the stock market short term because we will be able to deal with higher long rates as we did in the 1990s, which was a great time to own stocks. hey, sometimes when you are older you can remember this stuff. second, big picture question, will the labor market remain site tight? even if the economy is solve-it's strong. unemployment remains ridiculously low. this resilient labor market is the reason we could have a soft landing after rate hikes in 2023 and 2022. while unemployment has been drifting higher from 3.4 in january of 2023 to 4.2% in the latest reading, that's low by

historical standards. typically anything below 5% is considered full employment. so can the labor market stay strong this year? i am betting it can. the labor market was great in the first three years of the trump administration. we had 3.5% before covid hit. if trump pushes through mass deportations, should be worrying if the labor market will be too tight. this is something i will be watching closely starting with the december '24 nonfarm payroll report a week from today. we want to continue to strengthen the job market and don't want it too strong pause that could trigger another wave of inflation and force the fed to stop cutting rates entirely. we need goldilocks big time. third question, what is gonna happen in washington? with the second trump administration taking owe every in two and a half weeks we don't know what the plan is.

we don't know what the -- what's the priorities here? what they will be able to push through congress. really this washington question could be 25 questions on its own, is trump serious about widespread tariff or is the tough talk a negotiating tactic in what go mass deportations? the previous question about the labor market. how benefit will companies see from deregulation and how soon? what can we expect in terms of corporate taxes and jobs act which seems like a given at this point. will trump go further? considering that last question, here is a doozy. will the bond market continue to tolerate big budget deficits from the u.s. government? some argue it's plrd taken -- on the national debt given the big entries in treasury yields the past few months. they may be right. for the purpose of this tidy 25 questions for 2025, a simple what's gonna happen in washington? just like that. difficult to answer because as we learned last time, i mean,

donald trump is not a predictable president. great for cable news ratings. sometimes frustrating when you are in the business of making predictions. maybe a higher cash position than normal? fourth question. and this one is key to the stock market. will we get the robust corporate earnings growth that wall street's been betting on? when you look at the con census estimates for the s&p 500 in the aggregate, the analysts 12.2% earnings growth this year followed by 11.9% growth in 2026. now that would be good and the major reason people are willing to pay nearly 22 times this year's numbers for the s&p 500. that's a big premium versus this average multiple of 17.7 times earnings the past decade. buyers are comfortable paying up because they believe in the cost of work corporate earnings growth of about 12%. you can buy two times that percent and still feel comfortable. 24%. is it achievable? think certainly hope so. via some combination of the strong consumer continuous

strength in capital spending deregulation and skbeshl international markets like china bouncing back from the pandemic. later 24 times earnings sounds -- if that happens, could be in really good shape. perhaps starting in 2026 additional tax cuts could provide a tailwind for corporate growth but things could trip us on that path to 12% earnings growth like tariffs, higher interest rates or worse an erosion of consumer spending. we will get clarity what to expect from corporate earnings growth in 2025 the next several weeks as companies report their fourth quarter results and initial their full year sales and earnings forecasts. any meaningful disappoint in the full-year guidance will likely cause the aggregate earnings estimates to come in which will be bad news for the averages which will be much too high. bottom line, those are my four macro questions. those are huge, right? this year has so much uncertainty that we are just getting started. i have 21 more questions that go over every sector of the market.

i say stay tuned. "mad money" is back after the break. >> announcer: coming up, cramer's posed big questions about what 2025 holds for the market. after the break, he is getting curious about what a new year might mean for each sector next.

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♪

like i told you, rather than making big prediction about 2025, i'm posing 25 questions that we need to answer to get clarity on the future. earlier i walked you through four big picture questions that loom over the market. now some sector specific ones going rapid fire through the 11 sectors according to the global industry classification standard. we will go down in descending orders of perspective from last year, starting with communication services. some tech giants like alphabet and meta and media and entertainment countries. ask if the advertising market will hold up. that's who pays the bills. with take for granted that ad spending will shift towards digital channels like search, instagram adds for meta. the only thing that could throw them off an downturn in ad spending. i don't expect that inspect the economy takes a turn for the

worse. we got to watch it. will there be any tangible benefit from deregulation this year? people buzzing around this. financials roared after the election as wall street's betting trump will give us a laissez-faire set of regulators. those are tleer retcal benefits. we will see how quickly these perceived benefits materialize. i have seen small caps try to emerge that might otherwise have done so. i think big ones are weeks, not months away. >> hallelujah! >> thank you. you know my view of the ftc. seventh question. for the consumers are they getting tapped out? we have been asking for two of the three years now, right? and the answer has proven to be a resounding no. so worth asking again now that consumers are demanding value these days. we will get the first clues the next week and a half when dozens of consumer disagenciary

companies presented icr conference in orlando. we get preannouncements there and see how the holiday season went. that fantastic conference, i enjoy it. got a lot of behind-the-scenes news. technology. can the a.i. investment boom continue? we are doing a whole section on tech questions after the break. but this is become a huge theme. we got encouraging -- when brad smith president of microsoft said in a blog post that they will be investing a cullel ool $80 billion to data centers this year. i say nvidia. question nine. can the utilities meet our nation's increased need for power? i am not sure. up 19.5% last year thanks to ridiculous demand for electricity. i think they deserve to work but they can't keep running them unless they generate more transmission ability. is that safe in i am not sure. i am concerned that consumers have electric bills jack up so

the utilities can meet demand centered needs. i think that those nuclear power stocks are getting a little, you know, overheated. ten, which of the leading industrial themes are most durable. it's made up of groups dedependent on end markets. heating ventilation, air-conditioning, all sorts of industrial services providers. if i bet, i would put my groups on aerospace. years worth of demand there. plus hvac companies, electrical equipment specialists and data centers. less bullish on ag, defense, a little too expensive. any group who is in consumers -- end customers require significant financing given that remain high. 11. for the consumer staples. can the packaged foods goods beat the rise of the gop-1. these weightless drogs make

people want to eat less and put pressure on the food stocks. they won't admit they have a problem. i bet it stays a problem. this study published by cornell discussing a decline in processed foods. the package food guys don't have the horses. 12. will the oil and gas industry production discipline remain as we return to a drill baby drill era. the trump administration will be more fossil fuel friendly. as i said. my biggest concern is that trump's people will be too friendly to the domestic energy production. too friendly. see if the industry is encouraged that would crush oil and gas prices. that happened in the last trump administration. for the last few years the oil and gas producers have benefitted tremendously from the fact that they have been remarkably restrained with production growth. managing for cash flows and profitability rather than production growth at all costs. that discipline has been fantastic for earnings but it's historically unusual. can they hold back on production

with friendly white house that wants them to drill like crazy in maybe buy the pipeline stocks. they win either way. question 13. for real estate what will we see more -- than store closings putting pressure on the real estate investment trust. a lot of sears come on the shows and tell us we should be more worried. we saw some of this in 2024. big box retailers, declared bankruptcy in september, many stores are closing. container store filed for bankruptcy, never understood, see another -- another shop or that's pretty manageable. we see more retail -- in 2025, the companies we like? major retailers start running reds or thousands of stores? i hope not. i am watching the pharmacy chains and dollar stores. put enough together and it's a problem for the real estate trust landlords. 14. how will rfk jr. impact health care?

obliterate after the election after trump picked bobby kentucky jr. for health and human services secretary. critic of the pharmaceutical industry. trump said he would let kennedy go wild on health. woo! how wild will he go? i am less worried about this than people on wall street. after speaking with him on flor of the new york exchange a few weeks ago. we will continue to wail on the health care sector until we get clarity on his agenda. those stocks have not been too hot. finally, question 15, can lower price commodities sees price increases? the only one to finish negative territory was the materials cohort. all sorts of commodities from metals like copper and steel to certain agricultural commodities like soybeans and wheat at low levels. if we are hoping for a construction boom spurred by lower interest rates that's off the table when the bond market refused to play ball. we need lower rates and see

commodity prices go meaningfully higher. oh, and china's got to come back in a powerful way. all this could happen except china. that's why commodity markets look ugly right now. bottom line. these are 11 of the key questions that will define this year. stick around and i will give you my ten pressing questions for the all important tech sector which has been the real power behind two years of 20% increases to the averages. patrick in minnesota. patrick. >> caller: happy new year, jim. >> happy new year to you, patrick. what's going on? >> caller: do you think any risk the department of government efficiency poses to the f-35 fighter programs and now baked in the price of lockheed martin? do you see that falling under the incoming administration? >> i don't want to own the stock. even at 79 i'd rather own pounds because they are figuring out how to fix this defense procurement problem and the problem is that these companies make too much money and the

taxpayer doesn't get the bang for the buck. lockheed martin came down nicely, it will find a level to buy, yields 2.7% and it's within the administration. richard in california. richard. >> caller: hello, mr. cramer. thank you for taking my call. happy new year. >> of course. same to you. what's going on? >> caller: thank you. i am a sports fan and long before overweight routed oregon in the rose bowl. nike has been fumbling the ball. they have a new ceo. i have been -- i have seen multiple cnbc episodes and highlighting nike as a buy or at least a hold. since i purchased nike in last may of 2024, it has been a disappointment. so should i continue to be really patient, which i can do and hold on to it. should i buy more or just dump it? >> okay. remember, we are dealing with an animal here that had changed management. the stock is going down from

what the previous ceo did. my belief in elliot hill is unassailable. i would not have you sell it. i want to see if the stock breaks down one more time. but elliot hill, he is a guy that makes me want to -- >> buy, buy, buy! >> the answers to these questions will go a long way in determining how each sector performance in 2025. so buckle up as we find out together. my breakdown of what could shake up stocks in the tech sect ter this year and it's a tale of two chips in the marketer. i'll explain and dig into new data. of course, all your calls rapid fire in tonight's "lightning round." so stay with cramer. what is cirkul? cirkul is the fuel you need to take flight. cirkul is the

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♪ tonight we are going through the top 25 questions for 2025. and now to round it out with tech questions for the tech sector because tech has been leading the bull market for years. question 16, how will the a.i. infrastructure trade evolve going forward? so far we see big gains it in all sorts of hardware that goes into the data center, especially nvidia. also broadcom. well, that changed this year. will there be challengers? will delta and hp pull away in the server space? even if the underlying theme maintains the momentum, i'm thinking that nvidia is the king. the king. i'm mindful there are four kings in every deck. question 17. >> which companies will are the a.i. winners, that could make some money from it? at this point we have a small

subset. now, the one that's most obvious, salesforce, the agent force a.i. platform for sales and customer relations management. service now the same with back office functions. palantir could make a case as the valuation is pretty stretched the last few weeks. retail buyers just taking it up. adobe might be included. i am not sure if they are a winner from a.i. last quarter wasn't too great. my money is on matthew mcconaughey and woody harrelson. question 18. is the ad pc story dead on arrival? or is it just delayed? it proved to be one of the biggest disappointments of 2024. hasn't materialized in a meaningful way. if you look at what the pc makers said last year, they expected it later than expected. are they right or will it disappoint us again? they have to make it more

useful. right now it is dead on arrival. 19. can the cyclical portion of the semiconductor sector start growing? at this point let me see. we have a tale two of semiconductor industries, the a.i. part on fire and everything else languishing. can the stickcal portion. industry start growing again? feels like some of these cyclical chips makers have been trying to bottom for a few quarters but keep disappointing like micron, which i like but you can't pull the trigger. cellphones have got to get better before this gets off the schnide. 20. will profitable growth tech names still stay hot or will they be losing their mojo. the quantum computing bubble, i believe in quantum computing. there are other components of this trade as well like small tech companies seem to be rallying slowly because they have a.i. in their names. that's bad, ad tech stocks,

drone-related companies, smaller cryptocurrency -- look, i don't like this behavior, okay? i think it's going to really lend itself to some -- >> boo! >> i feel better about the entire market if people stop betting on speculative companies with little revenue and huge losses. we saw this in 2021 before speculative stocks flew too close to the sun. we had a huge correction in 2022. i am asking if the groups can stay hot. i hope theena answer is no. i get at the beginning of the year, i hope it ends soon. question 21. can the legacy tech giants continue to run? we saw some big moves here lately. cisco finished up 17%. ibm 34%. dell and oracle in the category. they deserve more credit for a.i. exposure. actually, i think it's doing dog really. i am kicking the tires on -- although it's running awful lot. my bad for not featuring it

earlier instead of kicking the tires, i should be kicking myself. we need to figure out if they keep winning. if interest rates move higher i think the legacy cohort could be a safe haven within the sector. the legacy players need to keep generating enough. it's not enough to have cheap stocks. 22. will cybersecurity remain unassailable. you need robust cybersecurity tools or you are guaranteed to be hacked which could lead to devastating consequences. we have had huge gains in palo alto. like i said, even when crowdstrike when a horrible incident causing widespread tech outages and millions in damage for at customers, it's about three weeks we are coming back. you can still pull the trigger now. that's how much i like it. i bet cybersecurity will be big again in 2025.

last week, at&t and verizon and other telco companies hacked by a coo chinese group caught salt typhoon. an even the treasury department sanctions office has been hit by chinese hackers. bad, by the way. so, yes, i bet cybersecurity stocks keep winning. 23, who will win the robotaxi race? google is the leader. tesla made progress on autonomous driving. we knew that tesla had an advantage to self-driving cars and it's called nvidia. it's not on the road yet. waymo has been doing it a while. elon musk is on such good terms president-elect trump you believe he has the advantage. i bet tesla is the winner. the fed highway system will be the battleground here. doesn't musk have an edge on the federal interstate system? we will see a lot of self-driving cars. question 24. how will trump's trade policies

impact tech? president trump widespread tariffs in the first term and president biden kept most of those in place in its entirety for four years. the biden administration blocked the sale of the advance semiconductor capital equipment products to chinese customers and we did show share that on the show. will trump continue that approach? major implications of semiconductor space, i get input from both sides. not sure. question 25. how will trump helped the cryptocurrency ecosystem? obviously, president-elect trump has said he -- much more friendly environment for crypto than biden. there is a reason that bitcoin's up over 40% in less than two months since the election. >> hallelujah! >> how will trump actually help crypto? there has been lots of talks about a strategic bitcoin reserve, some of the strategic reserve, except you can't use it in a crisis and it's not liquid. that would require a pass of congress. i feel krft that the trump

administration won't pursue crypto as much as the larry gensler s.e.c. what are the implications? could it rise in scams? wouldn't that hurt crypto if people lose confidence in the validdy. stick with bitcoin. conversely, many industry leaders said they are craving clear rules of the road from the federal government about crypto. something that the biden administration has reluctant to do. it preferred to regulate enforcement. biden did that constantly. maybe the ecosystem gets clear rules. in the end, we don't know how trump will help crypto and we are looking forward to clarity on that front. i wouldn't bet against bitcoin. bottom line. there you go. those are more -- that's my 25 questions for 2025. now we move forward-looking for answers. hopefully, you will come away from tonight's show with a better idea of what you should be watching out for this year so you can make more informed decisions as the answers come rolling on down the road. "mad money" is back after the break.

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"lightning round" is sponsored by charles schwab. trade brilliantly. ♪ it is time! "the lightning round"! and then "the lightning round" is over. are you ready? "the lightning round." in new york, andy. >> caller: hey, jim, how are you? >> good, andy. how are you? >> caller: great. happy new year. healthy new year. >> same. thank you. >> caller: so, great. so i'm calling you about sound hound, kind of jumped into it a

couple of times about six months ago. this a nice spike. i jumped in and jumped out. and about a week or two ago i was following it, start moving, didn't jump in fast enough, jumped in about 13, took a disposition. >> 13. to 20. now have to ring the register. the problem is it's a chronic money loser. because of that if i were them i would sell 50 million shares. town in a hole. you never worry. they have interesting technology. at this point it is a short squeeze and a short squeeze only until they do that stock and make so their balance sheet is better because they keep losing. there is a plan right there. you didn't pay me a time for it. it's right. linda in florida. linda. >> caller: jim, i am so excited to be talking to you tonight. >> here we go. here we go. my wife's not. i just checked. she is like, not at all. i got a picture. anyway, go ahead. sorry.

>> caller: my question concerns -- limited which is hafn. >> we got that huge dividend. looks jussie. you must avoid. those stocks are saying the dividend is saying look out below. now we want to go to mark in illinois. mark. >> caller: hey, booyah, jim. happy new year to you. >> same. >> caller: calling to ask about home depot. i bought it become -- >> i like home depot. jeff and i were going back and forth and back and forth. i wanted more. reminds me we already bought some at this area. let me tell you something. head and shoulders, break down, i want to buy, buy, buy right into that alleged head and shoulders problem. now let's go to johnny in missouri. johnny. >> caller: booyah, jim. happy new year to you. >> same to you. >> caller: i've got two tickers to look at.

the first is riot platforms the stop uptraded the last year. >> okay. well, i have to go to my chief scientist on that. he points out it's a bitcoin monitor and can you get a better business than mining bitcoin? yes. okay. what else? go ahead. that was it? yeah, hey, let's take someone else. let's go to drew in minnesota. drew. >> caller: hello, jim. >> drew, is that true? >> caller: in viking country here. >> the vikings are for real. and i will do that. is it the ditty? okay. anyway, i am with jefferson. they got jefferson, madison, all they need a washington. right? i mean, they got the whole founding father thing. what's happening? >> caller: well, i'm a member -- new member of your club. >> yes! >> caller: steelworker.

>> oh, my gosh. >> caller: and with all that's happening in the u.s. -- with the u.s. steel company now, especially in light of today's news, cleveland cliffs did, who i used to work for, their bid to u.s. steel might still happen. >> i was into the company, trying to get them to come on the show. here is the problem honestly. the steel stocks are the worst stocks in the market. i think you could buy the stock and if you are want to go take a point or two down, it's okay. but you have to accept the fact that's exactly what could occur. and that, ladies and gentlemen, is the conclusion of "the is the conclusion of "the lightning round" >> announcer: "the lightning round" is sponsored by charles schwab. anagement skills in the biz. tech asst: actually i'm seeing something from schwab. (uh-oh) producer : yeah, schwab lets you invest and trade on your own. and if you want they can even manage it for you. not to mention, schwab has a team of specialists for taxes, insurance, and estate planning. both producers: all with low fees. carl: we're experiencing technical difficulties...

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today we saw colossal buying in chip stocks as traders flocked to last year's darlings. nvidia led the group as usual.

we saw terrific action, some of the beaten down semiconductors, amd, arm, qualcomm. i think this could last as these companies have greater momentum going into 2025. but there are some chips that frankly can't seem to get off the ground. the potato chips, which a little notice, new study out of cornell's business schools shows the weight loss drugs are having an impact, a meaningful one, that commands attention. there is a drop in processed food sales in the country and it's linked to glp-1 drugs. first the background. middle of last year a wave of fear came over the food group, glp-1 from eli lilly and others as grim reapers, slashing earnings wherever they went. we figured food sales would come down. . at the height of the fear an analyst tried to assess the impact on aerospace and airlines

when people got thin. eventually rational returned along with buyers for pretty much everything. now the hysteria is over. maybe there was cause for concern. this study that i like so much took a look at news patterns and concluded that, quoting, households with one glp-1 user reduced grocery spending by approximately 6% within six months of adoption. the study says, quote, given an average monthly gross expenditure of $630, this san annual deduction of $416 fer adopter. that's big money for most americans. the glp-1 drugs also reduce food consumed away from home, breakfast declining 4%, dinner 6%. i think you might see sog about this when grocery chain albertsons reports wednesday. the supermarket's management should have to address this report's findings. the package food companies have the most to fear. quote, companies, that rely on

caloric dense processed or indulgent food likely to face declining remand and need to reassess their portfolio. the cornell report directly posits the sale weakness from kraft, heinz and campbell's height be might be attributed to the glp-1s. producing foods that are healthier and more convenient makes sense. they are all about processed foods. come on. it's hard to change their stripes. lots of investors turned on the makers of the glp-1s. last night i got a call from someone who complained how miserable the eli lilly stock did. i know they plummeted to the 7 # 0s. but i think these drugs have multiple benefits and the staying power questioned by negativists may be stronger than the krit cysts think. to me it's simple. you should buy one kind of chip that is changing the world, the semiconductors, and avoid

another kind of chip, frito-lay's. we used to regard the safety stocks and semiconductors as high flyers. huge downside. now this there seems to be nothing safe about the foods but the semis, lots more staying power than anyone ever thought. i like to say there is always just for you on "mad money." i'm jim cramer. i will see you monday! returns to the tank. you're one of the most impressive people i've seen in a very long time. marcotte: this tiny object changed everything. sharks, let us break the ice. your logo is so close to scrub daddy's. i'm doing this alone. you've got to sell, man. i will never not know how to make money. that doesn't matter! i want to buy the entire company. we would take a million. bam. you want how much? [ laughs ] -- captions by vitac -- ♪♪ narrator: first into the tank is a product designed to relieve stress and promote relaxation.