>> all right. gidami. >> shout out to mark cuban who doesn't have a dad bod bod. >> he's also a fan of the show. >> you're going to run this bleep back tomorrow with you. >> we're going to run. >> it back. >> here we are. let's do it. j and j. >> all right. thanks everybody for watching fast money. mad money with jim cramer starts right now. we'll see you guys tomorrow here. >> my mission is. >> simple to make you money. i'm here to. >> level the. >> playing field for. >> all investors. >> there's always. >> a bull market somewhere. >> and i promise to. >> help you find it. mad money starts now. hey i'm cramer. >> welcome to mad money. >> welcome to cramer. helping my friends. i'm trying to make a. >> little money. >> my job is to entertain educate and teach me at one 807 43 cnbc or tweet me jimcramer. now you may think of the nfl's big game as a contest among great teams in the gridiron test of wills with only one winner for the lombardi trophy. you know i feel about that. yet i'm always struck by how the event

draws ceos like flies to honey. it's impossible not to notice even when the. eagles come home with a resounding victory. the ceos are all there, especially when the game is in new orleans. which is why on a day when it took a shocking late day rally to finish in positive territory. they'll just be gaining 0.2 4%, nasdaq advancing 0.07%. i want to talk about what i heard at the big game, what people are worried. about and how those concerns are coloring your decisions and your stocks. i'm not overlooking what happened in the bizarrely. >> positive close. >> today by any means. i am saying that there did seem to be a gigantic program, money switching out of momentum and into classic growth. and it gained speed in the last few minutes of trading, taking the s&p to a record high. but it seems suspicious and i didn't like the way it happened. now back to what matters. these ceos i talked to, most of them are not political. they tend to be somewhat old fashioned. i'll call them mitt romney, republicans, bill clinton democrats. they can remember a time when there was a lot.

>> less. >> vitriol in washington, a lot of a lot more teamwork than they loved, that they didn't really fit into the current environment. so they dismissed washington as much as possible, focusing on their knitting. so what are their views on the current situation? well, let me give you a distilled. version called sanitized. i'm going to limit it to business because, well, i too am sticking to my knitting. this is, after all, a business show. first, nobody i mean nobody can figure out donald trump. these ceos are baffled. they're confused. they mostly like like that he's attacking the federal bureaucracy and not the deep state. they don't call it that. the bureaucracy. and they like that elon musk is doing it for him. well, almost everyone caveated they had personal views, actually at odds with musk. they universally respected him as a business person, but fascinates them as much as he's fascinates. the media is fascinated by it. they are adamant that if anyone can succeed in cutting the fat, it's musk. they all want him to take on the entitlements medicare, medicaid, social security, and they want him to cut out the waste in the defense budget. let's call it that, because they think there's a lot of waste there. and that's because of a lack of competition among the

defense contractors. they don't know why musk is wasting his time on the small stuff. it makes no sense to them. two they all hate trump's tariff plans. they do. these ceos think that they're disorganized, make the real sense. won't raise any money in a real bad for business. now, given my acknowledged and outspoken support for some of these tariffs, especially the ones that keep chinese steel, say, out of the country by shutting down the mexican border, i thought they might tone down the criticisms, but nope, they're free traders at heart and are totally befuddled by trump's tariff agenda. i said we should put tariffs, even on south korean and japanese cars that are imported here. and they just that just provoked more skepticism. look, i'm not a globalist. they're globalists. three there are admitted that there's been a shocking amount of new business going on in this country. they all admit that. and to them, it's a sort of a wicked witch is dead mentality, because business people no longer feel that the government is out to get them. there was a palpable dislike of the last administration's policies, even among the democrats. they still can't believe how disrespected they were by the biden white house. and that includes many

big democratic donors i spoke to. they all thought that the previous administration viewed them as rapacious capitalists, even when they had ideas that might work to slow inflation. it was so grim, so on the part of biden. although many now question whether biden himself was even knows what was happening. it's real bad news for the democratic candidates in the future. i was struck by that. four even though today the head of the ftc and the justice department said they would stand by the doctrine of the previous administration when it comes to antitrust, something it sounds as synonymous as it gets, right? these ceos aren't really worried. why? because they know the new regulators won't be as dismissive as the old ones. they won't be hit by lawsuits out of left field. they'll be able to talk to defend themselves before going. everything goes kerflooey. they believe there will be some respect between them and the regulators. they look forward to constructive dialog. even if the regulators end up fighting against them. they despise the needlessly adversarial nature of both justice and the ftc under biden. they've got me convinced that they're right. absolutely. five they all want to know about nvidia. they're shocked at how this company came from nowhere. now jensen huang became king. i

always say the same thing. he didn't come out of nowhere. he's been laboring for years and years and years. it's just now paying off. they were shocked at how the media portrayed the chinese as being well ahead of nvidia, even though meta, amazon, tesla, and alphabet keep ordering billions of billions of dollars worth of nvidia technology. do you think that these titans didn't know about deep tech and they bought anyway? give me a break. that was their only conclusion. now. they are. it's just funny the way things go. they talked about nvidia the dog. my dog. that's because they're in awe of jensen. they regard him as the classic american success story and they're cheering for him. they all wish they bought the stock. six. they think ai is real, but they really haven't figured out how to use it to save money and make businesses more efficient. almost every one of them has seen the salesforce ads with matthew mcconaughey. they think they're really funny, but they're trying to think what salesforce can do for them. are they baffled by ai? you bet they are. seven. they're all hoping there'll be some sort of rollback of regulations, even as they said they can handle the regulations better than the little guys, which ultimately works in their favor. doesn't

matter. they just think that the civil servants in washington never worked in private industry and don't know how onerous all the new rules are. if the regulators ever labored at real companies, these insects think it would be obvious that they're stifling creativity. remember, this is them, not me. although in my experience as a small business entrepreneur, i totally agree with them. eight. their perplexity about europe seem to think that it's just decided to not compete in anything except tax and tech and fining tech. they don't. they have total contempt for europe and the way its institutions work. nine. this is a wild one. they're all rooting for brian niccol at starbucks because they often find themselves with no choice but starbucks. they tend to hate the licensed ones, like the ones in the airport, which brian could fire. the managers bring in better people. they actually talk about this all the time. it's a high priority for the ceo demographic. they want a better starbucks. two of them are happy they got their drinks in four minutes time from order to drinking. yay! that was fantastic. ten. they almost all think the stock market is too high, but their stocks are too low. when i tell them that the market's too low and i like their stocks, they nod. but they think i'm a dreamer. when i say

to them, i don't question you about how to make and sell your product. why question me on how to value your stock? they almost always come back to as a person. they say, yeah, you really do like apple and nvidia. thank you. which i say i still do. bottom line, after talking to so many ceos at the big game, i can give you a sense about what they cared about. and even though their views are definitely aren't the same as, say, the average american, there's a there are a lot more relevant to the way we do business in this country, and to why the stock market just hit a new high again today. let's go to barbara in new york. barbara. >> hi, jim. >> i'm a new. >> member of. >> your club. >> and i have a question. all right. you'll be there thursday, right, with thursday conference call. you know that? >> yeah. >> your monthly meeting. >> exactly, exactly. >> i am losing. >> big time. over 10% on salesforce since i bought it. >> what should i do? should i sell it or get off. >> the phone right now? we're going to give him a little.

we'll give him a little spanking. oh, shoot. he's texting me all day now. okay, look, mark's done a great job. and you look. absolutely. this is just a time. this this happens now we own salesforce. we started buying it when it was at eight bucks. it's had a big run. i don't blame you one bit for feeling like ouch. that one's down a lot. and i all i can do is say and i'll say it on thursday is it's worth buying more and getting a better average. why? because i think the company is going to have a blowout quarter. and i don't get it from mark. i just that's what i think. mark doesn't violate any rules, although he did wish me a nice happy birthday and so did his mom joel. it's really sweet. hi, joe. let's go. loves the show. let's go to robert in new york, please, robert. >> jim, i want to wish you a happy belated birthday. >> your birthday. >> was last. >> week. >> on february 10th, buddy. and i was thinking about you. and god bless you. and i hope you had a great birthday. >> you're very kind. >> i had all. >> the buddies. down at the atlantis and we had the eagles game. it was really probably one of the greatest times, greatest times of my life. thank you. my wife is dying, and she gave me, you know, she was real nice to

me. >> did she give you a nice cake? did she. >> give you a. >> birthday cake? >> birthday cake? >> no. >> forget about that, jimbo. >> we'll get. >> i'll get you. >> i'll send you. i know she didn't get that. >> all right. forget about the birthday cake. >> i'll send it to forget that. so this is just between you and me anyway. we're not going to. we're going to cut this part out of the show. okay, we'll just cut it out. >> all right. >> jimbo. >> so anyway. >> jim, on december 22nd. we spoke about this company. that was trading at $72. >> a share. they offered their convertible note deal back then, and they also did a purchase. >> of the. >> stock back, which was brilliant because it stopped the shorts. okay. >> and jim, if everybody goes to the videotape, this is the fact. go back. >> to december 22nd. and even before that last year when you. >> were constantly. >> telling me, robert, this is a good one, you made me over 168% in. >> the last six months. you have been firm. you listen. thank you, thank. >> you, you you.

>> and less chin, you've. >> interviewed this guy. >> he's a genius, man. >> you affirm baby. >> no, no. it's like, you know what? 10% to me yesterday, the big shot. you know, the panthers guy. he goes, you know what i like about you? you're smart enough to know you're stupid. i know i'm smart enough to know i'm stupid. and max is real smart. in a firm which has had a remarkable run. is not done. it hit a high today. come back off a little left. has got it going. he's a great lender. is he. is he dynamite? i mean is he something when he gets together with me. not at all. but that doesn't matter anyway. the views of ceos are so relevant to how we do business in this country. and after talking to them at the big game, it's more clear to me than ever how the current landscape is shaping up. and it ain't so bad, right? how could this deep sea shake up the semiconductor stocks i'm going to check in with kayla. i can't believe we have kayla on top brass. get a read on the landscape then. does disney stocks need some pixie dust after that first quarter pullback? i'm going to the streets to tell you where i stand. and later how about this

i got jay bill to hear about the latest tariff headlines. could it impact the contract manufacturer. and man is their business spoken. so stay with cramer. >> don't miss a second of mad money follow jimcramer on x. have a question. tweet cramer hashtag mad. send jim an email to madmoney.cnbc.com. or give us a call at one 800 743 cnbc. miss something. head to madmoney.cnbc.com. >> this is my. >> legacy at capital group. >> we take. >> care when crafting. >> our active. >> etfs. >> our portfolio. >> managers and. >> analysts collaborate to. >> strike the right balance. >> between strength. >> flexibility, and endurance. we believe this hands on. approach sets our active.

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dave's been very excited about saving big with the comcast business 5-year price lock guarantee. five years? -five years. and he's not alone. -high five. it's five years of reliable gig speed internet. five years of advanced securit. five years of a great rate that won't change. it's back. but only for a limited time. high five. five years? -nope. comcast business 5-year price lock guarantee. powering five years of savings. powering possibilities. comcast business. amazing and is something that we get to use every day. >> okay, regular viewers know i'm a huge believer in the ai revolution, and nvidia has made tremendous comeback over the past few weeks. there are a bunch of winners here that tend to stay out of the headlines. i want to get them in the front of

the headlines. take kayla. all right. you may know it as the old kla tencor. they dropped the ten core, which is a semiconductor capital equipment play. you're going to understand that when we're finished, when semiconductor plants want to expand production, especially for high end chips, they need catalase process controls, their yield management equipment. this is a company reported an impressive set of results at the end of january. upbeat guidance for the current quarter has helped the stock recover after it got hammered by this deep sea scare. we're going to talk about that too. sent down. anything connected? i probably wrong. even now, it's still down more than ten bucks from its january highs, despite the fact that those deep sea hardware numbers were incredibly misleading, i think. could this be a great buying opportunity? let's check in with brick walls. she's the president and ceo of kla corp. learn more about mr. wallace. welcome to mad money, jim. >> thanks for having me and. >> really appreciate this opportunity. >> oh, no, this is great because i think a lot of people, they their eyes, they don't know kla what is kla do? and i always tell people kla is the brains behind a lot of what you hear when you talk about semiconductor companies. so i think that this is a good opportunity for you to just set the record straight about where

you sit in the process, because you're a lot bigger than people realize in terms of the whole ecosystem of semiconductors. >> yeah. >> well. >> a couple of things. >> one. >> the. >> reason i wanted to. >> join you. >> and share. >> a. >> perspective is because i think there's part of the ecosystem that the public doesn't understand. that's the part that we play and. >> also the history. >> that we've had with high-performance. computing and how that. >> fits into ai. >> okay. so you've got the floor. >> so if you. >> just back up. >> a minute, we. >> were founded. >> almost 50 years ago as a computer. vision company. >> so kind of. >> forever we've been. >> processing data. so we. >> were into. >> big. >> data before people. >> talked about big data. we were into machine learning. and in. >> about. >> 2012, you remember. >> there were some breakthroughs. >> in what was. >> called ai, and it was being used in search engines to. find cats online. right? >> we were at the same. >> time in 2012. >> using it to find. >> defects on advanced processing. >> so we started. >> deploying ai back then. >> and if you fast. >> forward till today, it's a big part of our competitive

difference. the fact. >> that. >> we have. >> ai in every one of our products, but it's also. >> enabling an industry. >> which. >> is transforming. >> not just because of. >> ai, but. >> high performance computing. as well. >> now, i think that one of the things that's in this news is the deep secret. there's like this sputnik component of it, like maybe the chinese are catching up to us, but there's something that's also really important is that your stuff is so important that our government has to be sure that the chinese don't necessarily get what they might fully want, and it's cost your company a great deal of money, but all you're doing is doing the right thing and you comply fully. but it has nicked your earnings, right. >> and so two things. >> one. >> on that moment with the. >> deep sea. i mean, i. >> think it's important to. >> recognize that. >> was. >> really just a more. >> efficient model. there's going to they're. >> going to. >> be. >> more efficient models. >> but if you notice. >> all the. >> hyperscalers since. >> that announcement. >> upped their. >> capex. >> right, right. >> all four. >> of them. >> and the. >> reason they did. >> that is. >> we're in this period.

>> and i. >> know. you've talked to others. this is. >> a transformational. >> period for. the data. >> center. >> not just because of ai, but because of high-performance computing. we have our own. examples of it, but we're also so our. >> our story is. we're a. >> user of it. >> and we're an enabler of it in the. >> fabs right now when it comes to advanced demand environment in the foreseeable future, you see no impact from deep sea, from deep sea. is it possible that might actually turn out to be positive that you have more companies to be able to get through the first part and then go to the more complicated stuff because they get through the first part so easy? >> yeah. and i. >> think if. >> you look at ai deployment. >> and as. >> you. >> know. >> any. >> technology as. >> it comes. >> down in cost has more applications. >> right. >> and so one. >> of the. >> challenges i think. >> we've. >> had with ai. >> is how is it. >> going to perform on the edge. and this is just another. iteration in those models. but from a semiconductor demand. >> we're lights out. i mean, in. >> terms of the forecast. >> this is kind of a perfect time. >> for the industry and for. >> kla, right? >> because of. >> all these drivers. are

hitting at once. now, in december 2nd of 2024, the government put on export controls, 140 chinese chinese groups added to the entity list. it's a black list. your stock went up that day. is it possible that maybe things aren't nearly as dire between the two countries? i mean, i'm kind of hoping for world trade, but i also don't want us to give away everything. >> well. >> so not my. >> area. but i. >> can tell you that. >> our. >> attitude toward export controls is we just want a level. >> playing field. >> fair enough. >> and when we look at some of. >> the actions. >> that have been taken, they applied to. >> us companies. >> but they didn't. >> apply to our allies. >> so what we're hoping. >> out of. >> this administration. >> is. >> level playing field. >> right. and it's entirely possible. i mean, we don't know yet, but it's because not everybody's been confirmed. now, there's one other business that i think is important that i want to just talk about is, is that everyone's mystified by taiwan semi. it is a big customer of yours. how do you interact? they buy your equipment. and the reason i mention is because

everyone thinks that we don't make anything in this country. right. but we make the most sophisticated equipment in the world. >> we do. and we. as a kla. >> as a. >> net exporter, we. >> export 88%. >> of our product. >> but when we look at taiwan, taiwan. or any customer. >> we have. >> a model we've used for years, we collaborate very closely with them. we have to work on problems five years. >> in advance. >> and then. >> the key to. >> our success is collaboration, understanding. >> their. >> requirements, maybe sometimes better than they. do from. >> our standpoint. but then we have to innovate. and what drives. >> our differentiation. >> in our margins. >> is our innovation. >> and if you look at the money, the percent of our revenue we spend on. >> r&d. >> it's kind of unparalleled. and then the last part of this is you have to execute. so nothing frustrates customers more than a great idea that you can't execute. so we go around that wheel with and with all our customers. but as you noted, tsmc has made tremendous progress and they are clearly well known to be in the lead. >> but i also i'm not going to

disagree with you, but you have treated shareholders really well. you have i know you spend r&d, but you also have been consistently doing the right thing for your shareholders. >> thank you. i guess when i. >> got. >> in this job, we met with shareholders. and you know. >> i was an engineer, right. so i didn't understand this part of it. >> but i realized we had to have a strategy that we. >> could execute on. >> right? and consistently. it's their money. it's, you know, it's not our money. it's their money. >> clear over and over again in your documents. >> right. >> and so we have to deliver for shareholders. and our view is they want predictability and they want us to do what we say we're going to do. and part of why you have seen us, we want to be the stock you put away in the drawer. right. no drama. >> and i want you. >> to be that. >> yes. i don't want drama. i love your industry, i always have. if people put these stocks away, they will become. i say they'll do a lot better than a lot of other investments. and that's why i want to leave. that was president ceo of kla corporation. you know, i like

this industry because i've talked about it over and over again. this is where the real intellectual property resides. this is what we do best in america. mad money is back in. >> don't miss the cnbc premiere episode of shark tank tonight, 9:00 eastern cnbc. >> get invested. join the club. >> the cnbc investing. >> club is for everybody. i joined. >> to. >> achieve financial. freedom in retirement. >> jim cramer is the benefit you get that you. >> can't get anywhere else. it's a great value. >> jim cramer gives you much more than. >> you would ever. >> get from any advisor. >> he teaches. >> how. >> to invest. >> versus just what. >> trades to make. >> return on investment for the club pays for itself. >> join the club. new members save with a special offer for a limited time at cnbc.com. jim. terms and restrictions apply. >> welcome to reinvented. >> with accenture. >> today i'm here with margarita del. >> 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

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month, when walt disney reported what i thought was pretty fantastic quarter on february 5th. yet the stock sold off, down nearly 2.5% the same day. at the time, i figured investors would quickly snap up this one. oh, come on, buy the dip. in fact, i don't think it even should have been down. but it's now been two weeks later and the stock of disney still hasn't recovered. so i'm going to break this one down for you. full disclosure we've owned disney for the chapel trust since 2018, and during that time, the stock has gone from a huge winner to being a frustrating holding. but i've been willing to stick with it, especially since bob iger came back as ceo and near the end of 2022. sure, i threw my support behind nelson peltz, the famous activist investor, when he made a run at disney last spring to get a board seat. i still think the company could have benefited from his advice. long story short, though, i like disney's entertainment portfolio and its underappreciated parks business, which is why we've stuck with the stock through years of underperformance. i think we are going to win big on this one and i am patient. now, after the proxy fight, this thing started showing signs of life climbing from 83 and change in august to 118 at the highs

last year, largely thanks to a strong quarter in november. by the time we got the next earnings report a couple of weeks ago, the stock had pulled back to 113, but it was still looking pretty good. and then the company reported the stock sold off. i think it's crazy. disney reported modest revenue beat paired with a major 30 $0.01 earnings trouncing of $1.45. and that's a very successful cost. cuts don't matter. they still count. the key theme of the quarter was impressive profitability, as all three of disney's segments beat operating margin expectations. entertainment, the most important division, had a slight revenue miss easily explained, and the cost cuts translated into much better than expected operating income. or just look at the turnaround in their direct to consumer business, dtc, which is mostly the disney plus streaming platform. this used to be a money pit, constantly burning cash. in the latest quarter though, it generated $203 million in operating income. that's way ahead of what they were looking for. why didn't anybody care? substantial improvement from the previous quarter. streaming business has now turned a profit in three of the past four

quarters. i'll take it. the next big. the next biggest division is experiences. right now. this includes the parks business, the criminally underrated disney cruises. you know, we had a good special on that. excellent caught a lot of investors were worried the business would be damaged by the hurricanes, especially since one of them forced disney world to close for a couple of days. but no, the experiences division did great with a terrific top and bottom line beat. i love this business, by the way. show me netflix is experienced division, but they don't have it. meanwhile, there's the smallest segment, sports, which is mostly espn. it also had a top and bottom line beat, for heaven's sake. right now, disney sports division is focused on the upcoming launch of a new flagship espn app should offer meaningful improvement from the current espn plus streaming platform, although it's probably not coming until next fall. still, it's nice to see the sports business delivering on profitability expectations ahead of time. why didn't people focus on that? so if everything was so darn great, why the heck did the stock pull back in response to the quarter? there generally was not much hair on this one. i saw a couple of things cited. i mean, first, despite the generally strong results for the reported quarter, disney didn't

raise its full year forecast for the 2025 fiscal year, reiterating its call for high single digit adjusted earnings per share growth for the year. approximately $15 billion in cash provided by operations. but i like the guidance hike, sure, but i'm fine with management being cautious. on the conference call, cfo yu johnson, one of the all time great finance guys out there, explained that the company felt it would be premature to raise its outlook so early in the year given the revolving, rapidly evolving economic environment. okay, that's he's a pro. that's what he should do, by the way. he did a great job for years as cfo of pepsico. he's handled this stuff. he knows how to handle it. he knows how to do these calls. right. the other source of potential disappointment. disney plus subscribers fell from 125.3 million 224.6 million during the quarter. i didn't like this. that slipped in. the subscriber count came after disney put through a $2 price hike in mid-october for most of its subscription plans, so a lot of hand-wringing about it, the fact that hundreds of thousands of people chose to cancel. now, disney also had the misfortune of being compared to the aforementioned netflix, which had just reported that it added a record 19 million subscribers

in the same period. that hurt again, though. i still feel pretty sanguine about disney plus. as we used to say in law school, netflix is sui generis. it's in a class of its own. disney plus will probably never be that good, but it's delivering profitable growth right now, and that's enough for me. it should be for you, too. on the conference call, ceo bob iger offered some more encouraging commentary on streaming subscribers, saying that the churn in the quarter was not as bad as expected given the price hikes. he noted that total streaming subscribers still grew in the quarter, thanks to 1.6 million gain from hulu. disney expects overall subscriber growing growth for the streaming business this year. that's thanks to a great slate of movie titles, along with their password sharing crackdown and improved algorithm to recommend content. finally, on the weekend after the quarter, there was this really tough piece in the wall street journal. it was called a high cost of disney vacation. it mentioned that even disney is worried about the issue. we think that spooked some investors, too, even if it's not exactly breaking news. so you don't want to be reading your tickets cost too much. i come back though, and i say, if prices are so high, why is the place always packed? overall,

however, i found a lot to like on the conference call, and at that moment, it certainly seemed that wall street agreed with me, at least initially. on the day of the report, i was watching closely. disney opened up more than $2 at one point in early trading, the stock hit a high of $118 and change. that's up nearly 5% from the previous day's close. then the stock reversed hideously, finishing down that day almost 2.5%, and it has not recovered since. however, after looking into the reasons why people sold disney after the quarter, i got to tell you that i think the bear case thin. i'm sticking with my gut that this was an excellent quarter for disney, and the weakness in the stock since the quarter is indeed a clear buying opportunity, especially if you don't already have position. this one. we bought some more last week for the trust and on thursdays noon club meeting. i will certainly be pounding the table on this one. two right here. the kicker if this latest pullback disney trades is just under 20 times this year's earnings estimate, premier growth stock is the cheapest it's been in ages. so here's the bottom line disney reported an excellent quarter a couple of weeks ago but didn't get any credit for it, mostly because

management didn't want to aggressively raise their full year forecasts so early in the year. but the dip here has created a terrific buying opportunity for you. with the stock now trading at bargain levels relative to the kind of valuation it used to get. so you know what. time to take a page from jalen hurts because we're going to disney world. let's take some questions. let's go to bill in massachusetts. bill. >> jimbo with your friend. >> boston bill. >> happy belated birthday my friend. you're terrific for mentioning that. my historic birthday. thank you very much. >> listen, everything's been going great. i've been with the club. this is going into our fourth year with the club, and i'm loving it. >> oh thank you, bill. i hope. >> you're on. >> our call thursday. i hope you're on the call thursday at 12. we'll give him a shout out. all right. thank you. >> absolutely. you staff is incredible. >> and i just wanted. >> your opinion. >> on netflix. >> it never seems to come down enough. >> to really. >> buy it. but today it came down a little. i wanted to know your opinion. >> thank you. a lot of the momentum stuff. first of all, bill, thank you for being so loyal. thank you. remember the club? i look forward to

thursday's call because i know people you like it. let me give you the netflix story is skinny very quickly. every momentum stock came down today. this was an attack on momentum and back into other just classic growth stocks. and what an opportunity to buy the stock in netflix. i do like that company very much. you know from the club that disney is cheap, but netflix is sui generis. none like it. anyway. look, disney did report an excellent quarter and the stock shouldn't be down. it's trading at one of the cheapest valuations. i rarely pound the table like this. i think it's probably time for you to start a position. hey, much more mad money including jay bell. oh my god what a stock that is. after it hit a new all time high last month, then what should you make of the valuation some of these decade's standout ipos? i'm breaking down the perspective of the retail investor and all your calls. rapid fire in tonight's edition of the lightning round. so stay with cramer. don't get invested. join the club. >> the value you're going to get from. >> making better investments. >> more than outweighs whatever. >> the cost of the. >> membership is. join the club. new members save with a special new members save with a special offer for a business. it's not a nine-to-five proposition.

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>> all right. >> what in the world has gotten to the stock in jabil, the outsourced manufacturing formerly known as jabil circuit company? now, here's a company that does contract manufacturing for everything from electronics to autos to healthcare. and its stock has been on fire ever since. the company reported a tremendous quarter back in december. it's now up more than 25% in the past two months, setting foot into fresh, all time high territory. i have always loved this company. now there's a wrinkle here. jbl is a global operator in a world where the united states has gotten pretty aggressive with these tariffs will keep thriving in this environment. i think they can. let's get a closer look with mike dastoor. he's the ceo of jabil to find out more. welcome to mad money. >> thank you for. >> having me. i'm very excited to have you, because i think that we finally get to explain to people that there are american companies that literally can make anything and make anything, anywhere better than anyone else. i've always been proud to know what your company does. explain to them how you are worldwide, but everybody seems to count on, you

know. >> one of the things we do, a lot of people think we're just a. manufacturing company. we're actually. >> an engineering. >> led. >> supply chain. >> enabled manufacturing company. >> we have thousands. >> of. >> engineers, about 10,000. >> engineers. >> be it in design. >> engineering or production engineering. >> mechanical engineering. we have. >> supply chain. >> teams that handle. >> 38,000 vendors, 700,000 parts. >> so it's. >> a huge organization that does supply chain for. us as well. and then manufacturing in 30 countries, like you said, worldwide. >> we're in almost. >> every single manufacturing company. >> there is. >> and if. >> you look at the brands that we have, they're the top brands in. >> in. >> the world today. so it's just a perfect layout. >> now you seem to be i don't want to say experts at everything because that would be jack of all trades, master of none. but i gop you do the you've got the injectors. but then next thing you know you're doing auto assisted driving, but

then you're doing data center ai. i think we should start with the latter just because there's so in the news. if i go to a data center, it may be a jabil center. it. >> so one of. >> the things if you look at the whole ecosystem. >> of that whole ai. >> data center. >> piece, it. >> starts with the semiconductor piece. we actually build wafer fab. equipment for foundries. we actually build the testing equipment as. well on the back end of foundries. and then we have also silicon photonics. >> and servers. >> and racks. we do thousands of servers and racks we enable. >> including for amazon, which just did a deal with you that makes it cements the relationship a hugely important warranty. >> absolutely. >> and then if you go further. >> beyond that, we. >> actually do the. >> power from grid. >> to the chip and. cooling from chip. >> to outdoors. so it's a it's a complete ecosystem, a complete package. >> solution that we provide. >> so who. >> who would call you to do that. is it the oracles of the

world, the dells, the hp's. who brings you in? >> so today our largest customer is the is the hyperscale you mentioned. obviously we do different pieces for them. what we're looking at is customers coming individually for the different pieces. so equipment makers in the foundry side, somebody a switch maker might want silicon photonics. we can do packaging to sort of reduce the amount of ping pong that takes place between the americas and asia. back. the wafer has to get packaged, comes back. we can avoid all those by doing it all in the in the americas. >> so i know you have huge american. you tell you giant american footprint don't feel like that. they're not going to that you're all overseas and therefore you have no place to go. if there's a lot of times i am interested, i think our viewers are very interested in this. do people have just drawings like plans that that's all they do and then they give them to you? is that what happens. >> in specifically on the

hyperscale? >> but like a contract manufacturer, anything for data center. they have a they have a something in mind, but then they give it to you to make. correct. >> so i think it's. >> not the construction per se. it's all the components that go within a data center. and i think the power requirements is so critical today that you have to get that power from the grid to the chip and the cooling, the liquid cooling, air cooling technologies are evolving rapidly there. we actually made an acquisition recently on liquid cooling, and that was to give us a heads up on this data center infrastructure. >> which is sensational because everyone's worried about liquid cooling they want to have. you can't just have these data centers burn so hot. >> correct. >> and if you look forward so today retrofitted most of the data centers are retrofitted. and that's liquid to air right. the newer data centers because of the power requirements, because of the thermal management requirements, will all have to be liquid to liquid.

and that's the acquisition that we've made. it's the technology. it's the engineering. it's the design piece. >> i thought it was brilliant. now i do a lot of i do. my family does business in mexico. you're in chihuahua, guadalajara, you're in monterrey, you're in tijuana, you're in juarez. the president. we don't know what they're going to do. peter navarro is no friend of mine. teacher. my college just is. once you really make a point that you can't move chinese steel through mexico, but then everybody gets hurt. but now you're a manufacturer. you kind of want to do what your customers do. what are you telling your customers that they should do? >> so one thing with tariffs first before anything tariffs to us are a pass through cost. right. so we don't take on the tariff costs. it's a it's a it's a customer issue. now there might be a customer and demand issue if the costs go up quite a bit. but it's not on us. i think the, the tariff situation, not just mexico, the reciprocal tariffs, everything is going to create a little bit of volatility. and one good thing for geo is in these volatile

times, it's actually an opportunity for us. who would you go to move your manufacturing around. we are in 30 countries. we know the local jurisdictions. we know where to get labor from. we know what the rules are, the laws, taxes, etc. so we're in a really good position to move product around more movement. and shift, lift and shift and lift and shift is important because sometimes when you move products or manufacturing across, the labor is not available, in which case you need automation and robotics to go with that lift and shift. >> right. if somebody asked you, which is cheaper to make in mexico, it's an unfair setup because obviously the two countries are very different. but if you can have robots, you can have manufacturing, then it doesn't matter. and that's one of the things that i think whatever is the best way for the customer is what you do. >> correct. and i think if you look at what we have in the us, we have 30 sites in the us, so we're really well positioned whether people want to move from overseas here or they want to move from one jurisdiction to

another. we have sites across. we have. >> my wife says we should go to croatia. suddenly you got to play in croatia. maybe we bring a film crew. supposed to be fabulous, but that's for injectables, right? >> correct. so it's it shows how nimble we are because we actually started that facility for isvs. and then we quickly adopted it to glp one and the glp one automation. the scale. an interesting fact. we make 500 million diabetes, insulin and glp one pens. we're the we're the largest manufacturer of which is incredible. >> people want to know whether it's a lilly or novo that makes it. they got a company that does make it. i want to thank mike dastoor. he's the ceo of jabot. you've got to look at this company, jbl. as soon as i started reading i said, this is one i should have for my charitable trust my buddies back at. for me. >> squawk box is breakfast. >> with. >> most interesting people in the world. >> it's a privilege to get to talk to them every day.

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uh, follow him. brilliantly. >> it is time to. but you play yourself and then the lightning round is over. >> are you ready? >> ski dance of the lightning round. i'm going to start with dan in washington. >> dan? >> hey, a big evergreen state. booyah to. >> you jim. >> i'm liking that i'm liking that a lot. what do you got for me. >> so dutch bros. >> b r. >> o. >> s been. >> in it for. >> about. >> a. >> year and a half. >> got a solid run up. >> great earnings last week. just wondering. >> if. >> i should take profits here or if this. >> there's never anything wrong with taking a little profit. absolutely not. this stock has been a rocket ship up 63% for

the year. that said, you know how i feel a long time about the annihilator and all the other drinks. and i was on this dutch post before anybody. that was because my daughter ceecee, you just told me, listen, there's nothing like it. and she was right, and they're right. and i do like the company very much. how about we hit lamont in tennessee? lamont. >> hey. >> jim lamont. >> in nashville. i've always got that standing. >> music. have you seen my airbnb on music row and. some hot chicken? best hot chicken in the nation. >> sunshine. you got me on. you got me on the first words there. >> hey, my son jackson and i are looking to build up his stock portfolio. >> i'm thinking about archer aviation. probably six year. >> okay. >> okay, okay, here's a here's a deal. because you said it was for your son. i'm going to okay it. i'll tell you why. because the strangest thing happened. a lot of people think this thing's a little like, i don't know, a little out of, you know, a lot of kind of, i don't know, lost in space. but archer received its faa certification to have a public training academy. so

maybe this thing is for real. and if it's your boys, it's fine. he's got his whole life ahead of him. don't put your money and put his. okay, now we're going to bob in new york. bob. >> hi, jim. >> jim. >> ever since. >> earnings, amazon has struggled. it seems as though folks are ignoring. that investing. >> for the. >> future as amazon is doing with their ai. >> expenditures. >> they seem to be. >> forgetting it's for the future. >> am i wrong? >> no, you're totally right. amazon is what i call money side up. and i think you ought to understand this about this thing. this thing can go down, and when it goes down, what do you do? you buy it. that's what they tell club members. i regard going this stock going down as a gift. you wouldn't be able to get it otherwise. this thing is amazing. and you know, it's like people who are like ordering from amazon are selling the stock. i mean, think about that. that makes no sense to me. let's go to foster in kentucky. foster. >> oh yeah. >> jim. >> oh my god, i'm such a long time fan. >> so fantastic.

>> fantastic man. >> my question is about. >> alphabet. >> 75 billion. >> in capex expenditures. seems a little desperate to me. when you consider all the new competitors. >> in the ai. >> space. >> do you. >> still think they're a. >> good buy. >> at. >> this point or. >> not as much? i mean, people no members of my club, they know i've been selling it down and selling it down and selling it down. would it be the first one that i leave of the mag? yeah, except for it does sell only for 20 times earnings, but i think they really got to rethink what their game plan is here, because i feel like gemini competes with the google search and the and the thing is like the ads is like endless and they don't know how to monitor it and youtube. and next thing i know it's like, would you please put me in charge? i will clean up that son of a. it'll be at 250. i was there, i'm not kidding. i mean, i run that thing, i get it to 250, and then it's. see you later. let's go to jeff. oh, he's. >> a short guy. >> let's go to jeff in michigan right now. jeff. >> bubba. bubba. booyah! jim. let's go to work. how about those eagles i bet you. >> didn't want. them to. face

the lions in the nfc championship. >> well all i can tell all i can tell you about the birds is that that was a beatdown of a lifetime. let's go to work. >> it was. >> it was. >> it. >> was great. >> and all of detroit was. >> rooting for. >> him i know that. >> well, look, if you didn't have those injuries, you would have been in there. i know that they're a great team. let's go to work. >> yeah, well, we beat ourselves. >> on. that washington game. >> that's very true. >> okay. all right. >> i'm going to get straight. >> to it. >> i know you don't have. >> much time. that's right i'm. >> a why did they flip it out to williams. what was williams thinking. that was like the dumbest play i mean i like dan okay, but like, are you kidding me? the williams you flip it to me, i'm going to do better than williams did. and he was speedy in the mid season. and that's what that was all about. now we go to work okay. >> all right. >> i'm a long time. >> investor for myself. and my kids. but i. >> recently had a. grandbaby and she's. >> almost two years old. her name is layla bear. >> we call her layla bear. >> so i've. >> been looking. >> at. >> future stocks like. >> low like. >> under $10. and i was going to get palantir when it was like 27. and i wish i would have done it. i could kick myself for not

doing it. but i started looking. >> into some of the. >> companies that they're partnering with. and redcat is one of them. >> it's a. >> yeah, well, this just happens to be a personal favorite of our chief scientist, ben stoto. we talked about redcat a lot. it look, it's a data analytics company. you know what i'm going to tell you. you can buy it. you really can redcat. i mean, only because if it doubled, you'd feel like an idiot for not buying redcat. and that, ladies and gentlemen, conclusion of the and gentlemen, conclusion of the lightning round. knock, knock. #1 broker here for the #1 hit maker. thanks for swingin' by, carl. no problem. so, what are all of those for? ah, this one lets me adjust the bass. add more guitar. maybe some drums. wow, so many choices. yeah. like schwab. i can get full-service wealth management, advice, invest on my own, and trade on thinkorswim. you know carl is the only frontman you need... oh i gotta take this carl, it's schwab. ♪ schwaaaab! ♪ have a choice in how you invest with schwab.

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next on the red carpet we have gina costa... looking simply stunning... with this season's hottest accessory. -[ cellphone vibrates ] -oh, what's this? she's opening her fidelity app... to buy that stock... for exactly the amount she wants... no fees or commissions... what will gina do next? gina has roller derby at 6:00 pm. i'm there. get started investing for as little as $1. talk about easier investing. nate jones... steps up to the mirror... lines things up... towels off... checks his fidelity app... looks to outside analysts to get a second opinion. nate likes what he sees... same page? -[ dog barks ] and he places the trade... before anyone hears him talking to himself. [ dog whines ] buy u.s. stocks and etfs for as little as $1, with no commissions. talk about easier investing.

>> you could have the. opportunity i. >> never had. >> if you. >> have an opportunity. >> to. >> go with someone that. >> can blow up your. >> product. >> why wouldn't you? >> shark tank coming up next. >> cnbc get invested. join the club. >> jim cramer is an excellent teacher. >> i don't. >> have the time to do this full. >> time for the value that we get. >> the investment is very. >> much worth it. >> join the club. new member. save with a special offer for a limited time at cnbc.com. terms and restrictions apply. >> you may not know it unless you remember the cnbc investing club, but every sunday i pour my heart out into a piece about what frustrates me, what i think is really going on. i was going to wait till my talk this thursday's noon investing club meeting, but i don't want to wait. i want to give you a glimpse of what i bring to the weekend reading party. my premise while it's become a lot

harder to launch a successful ipo in the last decade, every once in a while you have some spectacular offerings that make people just talk. they tend to fall into two categories. either they're highly accessible, or they're so dominant in their industry that they're widely seen as unstoppable. let me give you a sense of what i mean. let's start with a company that almost nobody's heard of called applovin. which one came public in 2021? now, this $180 billion company helps mobile video game developers with in-game advertising, which is how most of these games make money. you might wonder how in the world applovin got that kind of valuation, but when you look at last week's quarterly report, they earned $1.73 per share. most were looking for a buck 26. that's up from $0.49 the year before. that stock is up because they've got a level of stunning growth. hard to believe. there's just one problem. the people who know applovin took it to a ridiculous level, 380 to 510, a two day rally after the quarter. today it gave back $14. yet it still sells for over 75 times this year's earnings. which brings me to the chief conundrum of this new class of companies. how do you pick your value? what do you pay for that kind of growth? honestly, i have no

idea. it's whatever the market will bear. and i can't invest like that. i just came back from the bahamas where i stayed at the atlantis. played a lot. blackjack. the rules of blackjack. when you hit. when you split, when you double down, they're much more clear than what you're supposed to do with something like i love it. this one feels like you have a nine and a face card, and you hit and you pull a two. let me give you another example. palantir. yeah, it came public in 2022. i'm starting 2022. and it's now so beloved by home gamers that it doesn't even matter what the company has to say. palantir has a $292 billion market cap. suddenly, it seems downright preposterous, with the stock selling for 235 times earnings. obscenely expensive. but then again, the numbers also are extremely great. every time the stock gets hit, this data analytics company that very few people understand goes bonkers. ceo alex karp was on squawk box this morning promoting his new book for the second time on our network, i should add. and anytime he speaks, the stock goes higher. he did it again today. up five bucks. another all time high. then there's a lot of talk that elon musk may tap palantir to help out on costs to be cut in the defense department if the company gets that contract. the stock's recent rally will be entirely

justified. right now, though, people are valuing palantir like they valued gamestop at the absolute high. except unlike gamestop, palantir has a brain and a real growth story. finally, there's the reddit. that's the one. the red hot recent ipo ran to 230 last week before being clobbered by a quarter that wall street didn't exactly love. reddit had a little problem unexpected missing daily average users, but apparently it was caused by a change in the google search algorithm. no company with a smoking hot stock can afford to have that happen. however, as someone who started a website journalism business, i can tell you this stuff happens all the time. google changed its algorithm every several times without my knowledge, and we'd miss our quarter by a mile. i think you should take advantage of this pullback and do some buying, because loving redditors are confused about the worth of their institution. now this one out of $40 billion valuation. it's highs now under 34 billion. but it's the repository of so much content that can be gobbled up by the likes of the chat box of grok or mad ai or chatgpt. all three of these stocks have one thing in common their shares are controlled by what we call retail. the retail investors fall in love and stay in love. that means this trio will just

keep going and going and going, maybe even to even more absurd levels. but we have to respect the return of the public and their ardor for super growth companies, because that order is what sends their stocks higher after every single dip. i like to say there's always a bull market somewhere just for you market somewhere just for you and your mad money. i'm jim market somewhere just for you and your mad money. i'm jim and tonight, rohan oza, the branding guru behind some of the world's most successful consumer products, joins the tank. i always look for stuff that is breaking the mold of what's out there today. so we are a little more expensive. i'm gonna go out! it drives me bonkers. you want a participation trophy. what we have here is not yet a business. i have put my blood, sweat, and tears into this. i love these guys! oza: i'd like to give you an offer, but you may not like it. ♪♪ narrator: first into the tank is a product to help you survive the most crucial hours of an emergency.