story in the break. >> i can't even remember what it was. >> life story. >> you know, i mean -- >> do have a trade, or what? >> i have feelings to. >> we know. >>ive i've heard that before. citigroup. i think it continues to climb. >> thank you for watching "fast money." "mad my mission is simple. make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. i promise to help you find it. "mad money" starts now. i'm cramer. welcome to "mad money." i'm trying to make you a little extra money. my job is not just to entertain but to teach you. call me at 1--- we didn't talk about the federal reserve, other than when i said to my colleagues, isn't it great

not to talk about the federal reserve? on a day when the dow advanced 131 points, the nasdaq jumped 1.28%, i want to talk about an amazing change in the ether. we don't care about what the fed does to help or hurt business or even what they say. instead, we can focus on what business kill do to help you. ever since covid, we have will to deal with wringing about what the fed will or won't do. when the fed switched to being restrictive, it creates a bear market. stunting the growth of many domestic companies. when the fed switched to easing, stocks went up to go back down when it turned out the bond market wasn't playing.

we started down. the bond bullies kept contradicting it. longer term rates went higher. back and forth on that. crazy moment. you had no choice. under biden, they were the only game in town. then, we don't care what the fed heads have to say. who were they? why? because it may not matter anymore. interest rates matter. that's not going to change. out here, it feels like we may be back in the world that i remember. a world where the fed only plays a role in extreme moments. a world where we don't have to guess and guess and guess the next move or listen to what the regional governors are saying. it won't be that important in the margins. lots of times the fed might have a bias but it hasn't had that much impact on the action.

it had the last word under biden. before him, business is what mattered. in that kind of world, there are terrific investing opportunities for you and me. to put it as bluntly as i can, this market is no longer a ward of the fed. stocks will trade on earnings, not just interest rates. that's terrific. in some ways what's happened is we now have a president who is friendly with big business in a hands on way. he is speaking to more ceos than any president i have seen. he is putting together deals like he is a business person. stargate will build . this morning, the ceo of arm told me stargate could create demand for all data center equipment. especially high-end chips from nvidia. to those who thought there might not be enough customers, think again.

at this moment, president trump is trying to put a deal together with the united states government to buy tiktok or the chinese parent company. you can sell us this valuable asset right ow at a reduced price. we will run with it. we will run with it with an american company of our choice. we can close it and make it worthless. it is your choice. he is making an offer the chinese can't refuse. he is giving them the godfather treatment. why can't people see that? that's what's happening. he is remaking the oil and gas business. he wants to bring the price down in a two for one deal, getting the inflation lower. bleegd bleeding the russians dry. he favors commerce with china. it's a possible win for semiconductor companies. fears that china will use it for

military purposes. i go through this for one reason. hate him or like him, the level of activity is something the fed hasn't been able to do. it's dominated by animal spirits. they are good for stock prices. let me say first of all, it's bothered me, it obfuscates. when i asked my former wife, tremendous stock trader, why a certain stock was going higher. more buyers than sellers. what does is that? the fact is whether you like trump or hate him, he is the sun that the solar system revolves around. he will determine the direction of the stock market. i think this president, if he saw the market go down, he will call up elon musk. let's get something positive. launch rockets. do an ipo. call oracle, what else can you do? let's get a deal with the chinese. call goldman sachs and jp morgan

chase. let's get deals. that's how we will do business for the next four years. maybe he will call the heads of states of countries and say he didn't like how business -- how little business they did with the united states. he will cut off their oxygen unless they do more buying. it's like a ledger. this is not something trump did perfectly well in the first term. he seems to have a battle handle on it because more ceos are willing to cooperate. he is in touch with ceos from the tech industry. i'm not saying he is focused on the s&p and 500 and dow on every minute of the day. i'm saying the contrast between trump and the energy he is putting into business versus what biden did is striking. biden had an averse to talk about business except when it came to climate change. he didn't care for ce oz.

because of his absence, the focus shifted to jay powell as the most important person. that's over. here is the bottom line. we are looking at the changing of the guard from powell to trump. it won't be easy as one is predictable and the other is a wild card. if you have to ask me which is which, then you aren't ready to handle the next four days let alone the next four years. >> caller: i'm trying to skate where the puck is going. the stock has seen a downturn. return of profit growth last year, potential growth year for industrials and a nice difsh vi is u.p.s. worth a look? >> a read a piece up that drove the stock up. it's better n they report.

it yields 5%. 6% is where stocks are being held by. i read the piece. it made me feel that i should go buy fedex. i think fedex is better. i just flew in from california. >> caller: i'm actually in northern california. just had a hot dog from costco. i'm happy. i talk to you. >> what did you pay, 1.50 for that? >> caller: no. they didn't have onions. i was disappointed. >> i'm going to speak to the former cfo. go ahead. >> caller: thank you. i appreciate that. listen, i bought a stock which you have been recommended and been in and out of for years. it's bouncing around at 400. want to know what you think is happening with tesla. when do you see it going back up? what's going to send it off?

>> that's a great question. what happened is, when it reported last quarter and the numbers weren't good, the stock went up. people felt it's no longer a car company, it's a tech company. it is stalled. it needs to demonstrate something different and new. then it's going to go higher. the stock is only resting. if it goes down, then i want you to buy, buy, buy. i just wish my travel trust would do a meeting on thursday -- tomorrow at noon. i wish we bought tesla for it. we own mag 6. it's better than -- one more would have been good. i think we are witnessing a changing of the guard from pal to trump as the most important person in the economic firm firmament. we get a read on the talks of tariffs. netflix soared to a new high today on earnings. he will recap the quarter where i stand on that streaming giant. one of my favorite companies, ge

reported. it was on the move. why don't you stay with cramer? follow @jim cramer on x. #madmentions. send jim an email. or give us a call at 1-800-743-cnbc. miss something? head to madmoney.knbc.com. repos tomorrow on cnbc. >> how's the quarter coming along, kate? >> he thinks. >> your name is kate and hates when people correct him. >> pretty great. >> define pretty great. >> we added koopa's ai powered total spend management platform.

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executive orders and discussions about tariffs, we have to consult an expert. that's why we are chucking che with the president of rbn energy to shed light. welcome back. great to have you in person. >> great to be here in person. it's been a while. >> there are a lot of things that are being said about energy and what can happen. i look to you as someone who might say, maybe it can happen. if a president says, drill, baby, drill, do big executives of oil say, it's time to start drilling more? >> i don't think it works that way. for one thing, all the orders that came out on monday basically do away with any kind of obstacle that would prevent somebody drill, baby, drilling. to be motivated to drill, baby, drill, i have to do the right thing for my shareholders, your customers. that means that if i drill, baby, drill, i'm going to do -- i'm going to create more

production. what happens when production goes up? prices go down. when prices go down, for the big producers, they are going to actually pay less money in terms of dividends. i'm not at all sure how this is all going to play out. >> i will take the opposition side on that. how about if i'm the guy who decides i'm going to drill more than the other guys aren't? i clean up. i really do for my shareholders. >> that's fine. keep in mind that the energy business always moves herd instinct. everybody does the same thing at the same time. that may be a little overstatement but not by much. >> i heard all day today, the national energy emergency -- there's no energy emergency. is there in some ways an energy emergency when it comes to data centers and demand for electricity and demand for fuel to make electricity? >> depends on your definition of

emergency. if emergency is what happened in the 1970s when carter was president, we had lines around the block, nobody declared a national emergency then. now we have a national emergency. what is the emergency? the emergency is, we need to implement more production, more transportation, more use of fossil fuels. do that, we need to eliminate a lot of barriers. what trump has done is basically invoke an emergency that gives each of the -- each of the jurisdictions, each of the departments the ability to access emergency authorities. those emergency authorities can be used by anybody for anything, not just ai, not just data centers. >> i read your -- you read you every day. you talk about -- you have top ten things. you make it clear, there are so

many courts and rules. rules that can't be overturned. courts that can block. even there, the president may not be as important as we think. >> the president is going to do everything that he can. the courts are going to be a big problem. you can look at essentially all the orders -- many of the orders that came out monday reversed essentially everything that biden did. that's really -- it's list after list of things that are getting reversed. that's all things that trump can do. trump can't make the courts go away. now my view is, the courts are the problem. >> okay. let's talk about a different emergency. let's say you wanted oil to come down or natural gas, shipped more. is there a strategy that may be geopolitical? would president trump be trying to say, put pressure on russia, on the ruble, on how much money they have by lowering the price of oil, making it more difficult for them to pay for the war?

>> i think that's what they are talking about. i would request how effective that's going to be. biden tried that. biden -- when the ukraine invasion happened, biden was going to do everything he could to cut russian exports to zero. then somebody mentioned, joe, if you do that, that's going to take 5 million barrels off the world market. prices are going to go up. gasoline prices are going to go up. you are not going to get re-elected. at that point, they kicked in this goofy program of the limiting the price to 60 bucks, which is never going to work. somehow go ahead and let russia keep producing. lower the amount they can get for oil. it did not work. now the question is -- there's a piece in the "the wall street journal" about the possibility of trump actually kicking in serious sanctions on russia, which would reduce the 5 million barrels of exports to something

less. if that were to happen, it could make a difference in russian economy and whatever happens in the war. >> more direct, this will affect our market. how about this ipo, venture global? it's looking like it's one of the biggest deals this week, $110 billion energy company. hear about this? >> we talk to them a lot. they are good. they have been extremely successful. they have been extremely aggressive in the way that they have approached the market. they have basically cashed in on their leading -- they are not leaders compared to shaneer. but they have been there with them. they have implemented a number of facilities where they have been able to cash in before their customers. the customers don't necessarily like that. they are cashing in before the customers. the money is in the bank. my guess is, it's going to be a good ipo. >> wow.

okay. let's go one step further. the lng pipelines, you told the president would reverse the pause. the pause did serious damage. >> it depends on your definition of damage. there's eight facilities operating right now. the pause didn't do anything to them. there were four facilities that were in the works coming online. it ed one of them off a little bit. two are coming online right now as we speak. another one had problems with their contractor and could not get the thing going. there's another eight projects that basically were held back because of the pause. >> that's a lot of money, a lot of jobs. >> the pause has gone away. all these guys are celebrating tonight. except they have their lawyers all in a room right now, because five of the eight have legal sanctions against them right now. the question is, was going to happen to the courts? if the courts basically hold up

everything that the pause was holding up, then, hey, these guys are still sitting there. they weren't going to be able to be online for years anyway. four guys that are working right now, they will be online by the end of 2026. >> i know -- i read you every day for many years. gasoline will go here, natural gas will go there. which are the most volatile that we should be most concerned of giant moves, gasoline, oil? >> my sense is, it's natural gas. natural gas has been held down for a long time. let's face it, natural gas prices are four bucks today. it's really cold out there. what's going to happen to natural gas? we're going to start exporting a lot more lng. they will come online. we will not catch up drill, baby, drill. the price is going to go up. i think that's a sure thing. >> that's an inflationary word to end things on.

>> is it. >> it's a continuum with you. that's why i love reading you first thing ever y single morning. i feel that i can go toe to toe with anyone in the energy business because of this man. thank you, rusty. "mad money" is back after the break. fresh off a new subscriber record, can netflix keep the viewers watching? cramer is breaking down the earnings next. tiktok will be allowed to continue in this country, but there will be a shift in ownership. the main thing. >> is not just cutting costs, but getting rid of all the regulations. >> i will very simply. >> put america first. >> the trump impact on business and the economy for the first

100 days and beyond. cnbc. >> welcome to reinvented with accenture. today i'm here with margherita della valle, ceo of vodafone. you were employee 25 in vodafone italy. today you're the ceo of vodafone. what is your strategy and vision for the future? >> we are changing our culture to really focus on our customers. we need to acknowledge that change is hard, but if people understand it's but if people understand it's for the right reason, then you (in atrocious french) au revoir mon amour. a bientot let's work on that french, shall we? (♪♪) au revoir mon amour. a bientot (in perfect french) au revoir mon amour. a bientot (♪♪) ♪♪ ♪♪ ♪♪ ♪♪ ♪♪

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way by visiting. >> avalon waterways.com. >> last night, last night, netflix delivered an earnings report that sent the stock up almost 10% today. why? because it was just that good. some of that is because it cooled off the past month. it pulled back to the mid 800s. we saw cautious commentary from the analysts, including price target cuts. then netflix reports -- they make it look easy. they generate 19 million new subscribers, biggest quarter of addition in their history. they are all set with an advertising middle that will keep the money flowing and the subscribers growing. beat after beat after beat. they make it seem like child's play. if it's child's play, why can't anyone else do it? netflix had more number one

shows in the weekly streaming top ten charts last year than all of the others combined. they had more view hours in the weekly streaming top ten charts than all the other streamers combined. they still only account for less than 10% of tv viewing where they operate. netflix posted a revenue beat and higher than expected earnings per share, which grew by 102%. strong margins by the fact they had big productions this year. it was healthy above the 1.08 billion that wall street was looking for. why don't we go back to the subscriber number. bringing the total paid subscriber count to 301 million people. the analysts thought they would add a little over 10 million. even the whisper number from the bulls was 12 to 13 million. instead, they got nearly 19 million. that's a miss.

a good one. even though the quarter was great, the guidance was mixed. the outlook for the current quarter was below expectations. the four-year forecast, a different story. a 2025 forecast when it reported the last quarter in october. this time, they raised the four-year revenue guy idance. i call that mixed. it hardly mattered. the quarter they reported was so good and the commentary from management so bullish, you feel like they are running circles arndt competition. they are. first, netflix's forth quarter content slate was effective. "squid game two" will be the most watched original series seasons. loved it. joined the all-time top ten list. they had success with the live sports events. the boxing match was the most

streamed ever. netflix had the two most streamed nfl games in history with this christmas day doubleheader. you know what? they downplayed the impact of those pieces of content on its subscriber growth. the co-ceos said the content slate drove membership growth. some people came to the platform for the fight or the nfl games, they stayed for everything else. what really had been most encouraging is the retention of those folks who did come in for those events look like the folks who came in for all of our other big titles. they didn't come for the ball game and discontinue. that's what separates netflix from the competition. netflix says the linear tv folks don't have engaging programming or pay too much to bring in viewers. the viewers don't stick with them. netflix doesn't want to pay for the full rights to anything. they cherry pick the best, like the nfl christmas day games.

netflix knows what you want to watch. from the beginning, this company used data. they are in touch with you, with the viewers. they don't feel upsetting the conservative advertisers. they know the viewers don't mind subtitles. you buy at love programming chiefly from overseas. the linear companies aren't handicapped. they seem to revel in their cluelessness producing the same fire and cop and nurse and, doctor, shows over and over and over again. maybe so they can get something to hit the syndication rights, the big -- let me see. it's like the bell went off for them. not whether you like it but whether the syndication rights are worth money. they are not interested in that and afraid to take a risk. they are tremendous judges of programming. if i told you i had a series where 500 people play a lethal game of red light green light involving a giant doll, would you take that?

the networks might not touch it. but netflix turned it into one of the biggest. we learned more about the ad supported tier. in the fourth quarter, ad supported plans accounted for 55% of sign-ups. membership on the company's ads plans grew nearly 30% versus the previous quarter. the co-ceo told us they doubled ad revenue in 2024. we expect to double this year, end quote. that's why the company's revenue growth is excelling. that's why i like it. later, he noted how the company's debut of wwe monday night raw drew 5 million viewers when two times the audience that monday night raw was getting in linear tv. streaming beating rin yard. later, the approach to sports,

opting for one off events rather than full seasons, let's say, quote, we were basically able to bring a big audience, a young audience, more global audience than linear tv. it's hard to argue with the figures. aside from the guidance from the current quarter, when they will probably beat and no one cares about, this was about as close to a perfect call as you are going to get. i'm not surprised to see netflix catch four analyst upgrades, lead the s&p higher. i guess i could worry about the fact it sells for 39 times this year's earnings. i'm still not going to lose sleep over it. why? bottom line, because to date, recommending netflix has been the right call. even when it looked expensive in the past. i have been pounding the table on this one for ages. buy, buy, buy. i'm not going to stop now when the company has more momentum than i have seen.

go to david in california. >> caller: i'm calling about fubo tv. she signed a deal with disney. the market cap is only $1.2 billion. they have $1.6 billion in revenue. they are growing at 24%. what do you think? >> i don't recommend stocks that -- of companies that don't make money. fubo are losing a lot of money. it's a very attractive spec. i like people to speculate as long as they know the risk. you have a $3.06 risk. enjoy. let's go to dave in illinois. >> caller: dr. cramer. looks like the washington commanders just handed your eagles an easier path to the super bowl. no? >> i don't know. i like the way that fellow daniels plays. if we didn't have to play these guys, i would root for this team. i appreciate what you say. >> caller: boy, that fangio

defense is powerful. >> i would love to be in his head. he has something special. >> caller: let's get to work. $106 billion tech company provides client to cloud networking solutions for data centers. it's up some 17% this year. 7% on the day's news today. the pin action created by project stargate. of course, i'm talking about arista networks. can it continue to deliver these strong results in 2025? >> dave has the right pulse on the market. a remarkable executive. i tell people to buy arista. when you decide you want to buy it, you have to put some on it. then you have to wait for dip. it trades in stair step fashion.

the company is in the mix of every great data center story. it's a must own for those who don't already have so much data center as i do. thank you, dave. yes, it's tough. rookie quarterbacks are 0-5 in the championships. he could be 0-6. this was basically a perfect quarter for netflix. it's too darn good with too much momentum. my recap of what's leading the run-up in e vernova. what the pourer power crisis w mean. all your calls and rapid fire lightning round. stay with cramer.

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got a great q this morning got a great quarter from ge vernova. everyone thought this would be the worst component. we got the energy crisis, more on that later. it vaulted from 140 to $350 by late last year. clearly mispriced by the market. get this, it surged to $427. big gains like this beget high expectations. it's been running because wall street is full of nuclear power. i love it, too. it's a smart part of the business. it will take many years before nuclear projects start paying

off. i was worried coming in. you know what? the headline is well. they fell short of expectations. management's commentary about the future as long as strong orders did send it to a new all-time high. let's start with the headline numbers. revenue up 5% year over year. a bit shy of expectations. they earned $1.73 per share. cash flow, light. all of this came at the end of a strong year. last month, the company had this incredibly bullish investor event where they gave ep encouraging guidance. it looked like the stock was deep in the red. how did the stock end up rallies? when you look under the hood, there was a lot to like. it had record orders in the fourth quarter coming in at $13.2 billion. it's up 22% on an organic basis.

most comes from the power and electrification business. wind power is putting up better margins. that's only onshore. there's the backlog. this tells you how much business they have into the future. it grew 7% last year. ending 2024 at $119 billion. the business is split between equipment and maybe more important services. it sells huge pieces of power equipment and services that for years and years and years. that's part of the reason this is a great business. the equipment backlog in particular looks great. up more than $6 billion last year and reached $43 billion. over the past years, the backlog has grown more than 50%. which is just extraordinary. the best part about the backlog is the fact the margins for the jobs including the backlog are improving. across all three businesses. the newly independent ge vernova

is able to cut costs and make it more profitable as the business grows. they can realize scale efficiency for variable cost. the backlog margin is improved. some of the oldest unprofitable projects get completed. the biggest reason, price increases. given the demand we hear about for power, driven by the ai revolution, the data centers, they can raise prices for power generation equipment. the customers, they got no choice but to pay up. this has happened with the gas turbine business. they expect to have it through the portfolio for some time in the future. that's why the bulls love them. the future book of business is growing at an excellent clip. the future projects will be more profitable. for many a year. i like this. everybody wants to know about nuclear power.

i get. you see speculation. they did not spend much time on nukes. he drilled down on this. it's not a big business for them. that's not changed. it will take years to take off. last week, the company announced it was working with a coalition of utilities to build nuclear reactors in the u.s. they took questions about that on the conference call. the tva, they got deals there. could be very important. they are having more active customer discussions on nuclear, though these are primarily about existing plants operational here in america. they see an opportunity to add 5 gigawatts. there is commentary about nuclear power in japan after more than a decade where they turned against nuclear in the wake of the fukushima meltdown. that broke the back. most of the additional nuclear capacity is a few years away. expensive to build. takes a long time.

one more reason they roared. it wasn't from the quarter. we reported all three of the companies involved in yesterday's stargate ai infrastructure announcement, that's oracle, assault bank, openai. the report was light on specifics. the companies need to do something to power hundreds of billions of dollars worth of data centers. the formal report tieing them to this company didn't hurt them today. in the end, i have been worried people are too caught up in the nuclear story and will be disappointed. the orders were phenomenal. backlog great. 'm encouraged by the reaction of the quarter because no one is focused on nukes. they are focused on the existing technology, especially natural gas turbines and electrification of equipment. if they can maintain the pricing power, it will continue running.

i feel like a little vertigo. business is good. getting better. within a few years, that nuclear related tailwind will kick in. it should add more to the bull case. it's about improving business with very little competition. it found in a powerful growth. if this stock does come in, you know what? you gotta pull the trigger. what's not to like? "mad money" is back after the break. >> coming up, cramer takes your calls. the sky is the limit. it's a fast re lightning round next. it's there to be made. >> our world. >> is. >> a better. >> place. >> with you in it. >> don't miss a members only

event. >> the club. >> is really about empowerment, empowering. you to manage your. >> own money. >> join the cnbc investing club to access jim's monthly meeting. go to cnbc.com slash monthly meeting. the electric boat market is expected to reach $15.5 billion by 2032, creating a multi-billion dollar opportunity for vision marine. stock symbol ma on the nasdaq with its best in class, award winning electric engines, has successfully made system integrations in 11 different boat brands with orders from two manufacturers. vision marine is set to capitalize on a large and growing market. opportunity with their electric boat engines. vision marine technologies nasdaq symbol vdma.

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tomorrow. >> the lightning round is sponsored by charles schwab. trade brilliantly. it is time. it's fiem time for the lightnin round. are you ready? starting with quinn in massachusetts. >> caller: first time caller here. love the show. i was wondering about the honest company. >> i get it. i get the fascination with it. when they make money, i will

recommend it. that means someone might say it was six bucks. i don't care. i only want to recommend companies in 2025 that are making money. russell in new york. >> caller: jim, how are you? >> i'm doing well. how about you? >> caller: good. thank you. my question is applovin. >> i wish i were the stock. this thing does not quit. it doesn't know how to quit. all i can tell you, unless someone else comes in and says, we do what they do and we charge half the price, this stock is going to keep going up. it's a love stock. the same thing about pounds. let's go to kevin in washington. >> caller: hi, mr. cramer. i'm an investor.

sport radar, i love how they are expanding their u.s. business. earnings have been good. they have been on a great run. my question is, do i buy, hold or take the money and run? >> i like this company. i think this company -- it turned profitable. it's doing a lot of good things. it's not expensive. it's not expensive on the growth rate. you are into something good. it's speculative, but i like it. tracy in nevada. >> caller: hello, mr. cramer. you are the hero of my finances. >> thank you. >> caller: you make it fun. interesting and profitable. >> if i get people to be in it, i can teach. if i don't get them in, i can't teach. thank you. you are the mission. >> caller: you are so exciting and entertaining. i never miss a single minute of your show. >> thank you. >> caller: you have made me a lot of money. i'm wondering about wing stop. it's been mean to me.

i'm wondering what you think. >> they did not give me an explanation why they didn't do well. therefore, i went off from them. i don't personally dislike them. when you come on the show and you talk a good -- i say good things about you. then you don't give me the information i need to say why i should continue to like you, then i have to turn on you. it's what i do. it's not just because i'm from philadelphia. let's go to sam in pennsylvania. >> caller: speaking of philadelphia, how about the eagles? >> go birds. big game this sunday. so big, it's like i can't handle it. >> caller: incredible game last sunday. calling about a company that i called in about a year ago. comfort systems usa. the stock is trading at a premium. >> whether it be train, carrier, if you have hvac, it's the thing. it's like plastics.

if someone were to tell me, jim, i'm thinking about going in the stock market. i would tell them, hvac. that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by charles schwab. coming up, is the u.s. entering a power crisis? cramer is giving you his take on the future of energy in the united states next. wealth management 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... uh, carl... schwab! schwab. a modern approach to wealth management.

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— g'day. — uh, where am i? australia! and you look like you need a vacation. show us what ya got. (♪♪) remarkable. yep! it's amazing. i love it! — what is it? — a wombat. come on! (♪♪) jump! down under, g'day is the start of every good adventure. so, what are you waiting for? come and say g'day. (♪♪) i guess what i'm looking for from you is, i mean, i know how the fire affected me, and there's always a constant fear that who's to say something like that won't happen again? that's fair. we committed to underground, 10,000 miles of electric line. you look back at where we were 10 years ago and we are in a completely different place today, and it's because of how we need to care for our communities and our customers. i hope that's true. [joe] that's my commitment. [ambient noise] omni lux ledcom. >> sales are 6.1 million.

>> whoa! >> the sweet. sound of success. >> that sounds like a. >> real business. >> i just. >> want you. >> to succeed. >> that's going to take a lot of cheddar. >> we got a deal. >> shark tank coming up next. cnbc squawk box live from davos. morgan stanley's ted pick workday's carl eschenbach, liberty global's mike breese, honeywell's vimal kapoor, blackrock's larry fink stay ahead of the market, squawk box tomorrow, 6 a.m. eastern. >> we know all about we know all about crises. we have a drug crisis, immigration crisis, inequality crisis, security crisis, trade crisis, climate crisis. all the way down. i hate to add to the list. one unforeseen energy crisis. if we don't work fast, we will be overwhelmed by it. what we need is nuclear power. it comes down to the fact we had

no real industrial growth. we haven't had to build energy infrastructure. now these data centers come online like part of star gate. these data centers consume insane amounts of electricity. it's a level of demand nobody saw coming. we spent more time decommissioning power plants, we have to go back into growth mode. ge vernova is going to reopen nuclear plants. you heard about reopening three mile island. there's talk about finishing two nuclear plants in south carolina that were stopped because of overruns. these initiated were so hard to build, they gave up. they are soliciting bids to rebuild these plants. a fortune, maybe they get it. they are pie in the sky. there's this other fuel that's in the here and now. it's a pure horror show. i'm the only one willing to go

there. let's talk coal. when the president gave his address on monday, he declared a national emergency. coal is terrible for the environment. it was responsible for 33% of electricity. it's fallen to 15%. part of that is regulation. part is because they prefer cheaper natural gas. if we turn on decommissioned nuclear plants, something unimaginable a few years ago, and rusty is right about the price of natural gas goes higher, coal will have to go into the mechl. does it hurt that in west west and virginia and pennsylvania trump awards those who went with him? they are about to reap what the voters sowed. they mine for steel production and for utilities. the latter has been such a dog for so long that the u.s. companies have tried to merge their way into steel making coal

and less xposure to utilities. peabody energy, cheap, but trade like steel companies. then there's another company called alliance resources partners. it's a limited partnership. popular company. sells at less than nine times earnings. it's not undiscovered. coal prices have done well. all that said, this embraces anything energy. that means coal will be back. it makes more sense now that it is a champion in the white house. if you hear coal mentioned by the president and it's picked up by the mean people, alliance resources will be the one people will grab. it's a master limited partnership that's a terrific 10% yield. it's that high because people think the payout needs to be cut. under this president, coal could come back. it's a renaissance. it will come again, because dad

data center energy crisis is so pressing that there's not a choice. demand is that great. it wouldn't surprise me if coal's long decline may have run its course. there's always a bull market somewhere. i promise i will find it for you. i'm jim cramer. see you tomorrow. for those who take their fate into their own hands by working hard... i came back to new york city with my dream to transform a staple of my argentinean culture. ...by working smart... the wedge-based barrier makes your door 10 times stronger. ...by thinking big. created this idea as a part of a class project at clemson. narrator: we're celebrating a decade of dreams. who's ready to join our awesome ride? [ all scream ] and it all starts now. your dream is in the way of your pocketbook. my family's gonna come in here and tackle you. [ laughs ] do this deal. -- captions by vitac -- ♪♪