which then that worked out nicely. today i covered half of those alibaba calls. i like it a lot. >> good move. good to have. >> you, joe. >> thank you. >> karen won't be here. >> tomorrow, but i want everybody to know it's her birthday. >> happy birthday karen. >> tomorrow. karen. >> p a s court. >> all right. thank you for watching fast money. mad money starts right now. >> this. >> is indeed to go down before non fat stocks can trump. that's what's happening. it's just a fact of life in this business. after last week's meltdown in

all things faddish it's a rare positive to see a negativity that this thing is running its course. and that's what i'm thinking. when the dow inched up 33 points s&p shed 0.5 percent. but the nasdaq tumbled 1.21%, turning. >> negative for the year. >> now i want to make clear, by the way, that the decline came at the end of the day. i don't know what caused it, but it was pronounced. it was nasty. now nobody wants anybody to lose money, including me. but there's a thing called froth, and we got to talk about it as froth is the enemy of prudence. and smart investing requires a degree of prudence, something that's highly incompatible with fraud. we've had froth galore. not a lot of prudence running this hideous market that we got last thursday and friday. at the end of the day. now the froth has fallen flat. i mean, if we were ordering a cappuccino at starbucks after waiting for four minutes, not bad. we'd return it. no froth. the answer? it's been tamped down by people who want something else with a little more staying power. that's why the drug stocks have been going up. but let's speak to the frothiest of froth.

quantum computing. yeah, it is pretty funny when you think about it. we know that before microsoft started talking about quantum computing and being all jazzed and balled up about it, there was this fringe quality to the entire theme. then microsoft went all in about quantum computing based on all new sorts of matter. made it sound like quantum is around the corner. nothing could be more authoritative than microsoft telling a hot story about quantum until friday evening, when we saw a piece in the wall street journal entitled quote, physicists question microsoft's quantum claim, end quote. whoa, scary. it was a total takedown of microsoft quantum computing. it was a vicious beating. here's a snippet. quote. this is where you cross over from the realm of science to advertising, said jay sal, a theoretical condensed matter physicist at the university of maryland. this professor with a terrific title. i mean, come on, theoretical condensed matter. i mean, like, i know condensed milk. i don't know condensed matter. talk about a guy who knows his stuff. he even worked for microsoft on some odd jobs. maybe got to like it. expert who's willing to

cross a pretty darn big employer with some truth that sent down all the quantum computing stocks. figure one froth. nothing. can we please stick a knife in quantum already? or how about the whopping new nuclear power utilities like vistra and constellation energy? these stocks are on a roller coaster right now. they're on the downside. they trade like they weren't even wearing their seatbelts when you were going down, which is what you know what happens? you fly up and then you land on your head. microsoft had a hand in the fourth year, too, except this time at least, it was negative. see these momentum utility stocks? all data center plays won't be as important if microsoft is actually cutting capital expenditures and data centers, which is also what we heard on friday. why the heck do we need to bid up the stocks of tangential utilities, when maybe we don't even need to worry about the regular utilities? maybe they got enough power. of course, we don't need constellation or vistra. we really don't need that if we don't want them. you know what we really don't need? we don't need the nuclear fission through oklo, a total fan favorite. that's one of the most speculative stocks out there, hence why it's been such a. it's frightening when you own a stock

because of quantum computing prospects. and then those hopes are dashed by an authoritative expert. it's terrifying when you own a nuclear power derivative, and a big nuclear believer says it might not need that much. all that much energy. either that, or it isn't going to order a lot of chips from nvidia, which reports wednesday. i'm trying to prep you. of course, this whole slowdown in the data center occurs right in front of nvidia's earnings. here's a terrific company with a stock that's just absolutely wilted. i mean unbelievable. now it has nvidia been a part of the froth. let's just say that it won't be if it keeps delivering the way it used to. but it will be if it gives up the ghost. this one starting to feel like the kansas city chiefs. hey listen, three weeks ago we thought they were great going into the big game. we know that the chiefs weren't for gays. they won a lot of games. it's just that maybe they're up against such a staggeringly powerful team of players like the eagles, that it doesn't even matter what they do or say. less frothy than usual, but still frothy nonetheless. that's how nvidia feels to me, like the chiefs. i still say own

it, don't trade it, but don't have any expectations of this particular quarter. oh, then there's palantir. this stock is more or less managed by alex karp, the ceo. he makes sure there's excitement and pizzazz around what the company does. he'd walk a mile for a camera. this guy. he tells you to ignore the slowdown in europe or blame it on the continent. he's on the most high level book tour in history. i hope he's like, elon musk can do business while he's on the road. i'm sure if i ask him, he'll say he's working harder in the time between booking interviews and that anyone who's worried about him is therefore a big, fat idiot. but palantir stock is getting clobbered because it has had a parabolic move. and right now, this data analytics company needs a huge, noisy client win. karp needs fellow promoter elon musk to hire palantir to reform the pentagon. this stock rallied 125 at its highest last week. it's now 90 and change. is this an all the king's horses stock? no, not at all. it's just that something needs to happen. good at palantir. some big contracts, some big win. not just a book tour. anything that can reset the narrative because the potty mouth ceo is saying that that he's all about lethality and

ontology. hey, my name. i'm the lethality king. i know that many young people are pro froth. they bid up these momentum stocks in the morning, gunning them to get them notice. when you see them running at, say, 7:38 a.m, you look them up and they always sound so great. you know, you can literally make them up. so let's do that. can you imagine like there's how about this one? i'll create this one. eva that's an electric engine company that designed to coordinate with nvidia's blackwell platform to be able to navigate the streets of san francisco and los angeles. oh, they're the spacex y, which launches satellites in order to send fire, hospital and cop shows to you if you cut the cord. and then there's a company that makes artificially intelligent pilots that can find waste in the pentagon. once the pilots are brought into the pentagon by curly haired, foul mouthed people. and finally, there's my favorite clot dog, which is a company that has found a way to combine fusion with fission to create brand new state of matter while combating electric fission. if you were

looking up the symbols of any of these, then i think you may be what i think palantir calls people that don't know what they're doing. now, i know there are real people who work at rigetti or d-wave or quantum corp. they probably they go to work. they they talk about qubits and developing quantum materials that have never been ever seen before. i'm sure that if you hire palantir, it's like hiring the spartans, and your company's opponents are going to dine in hell. very compelling stuff. but it doesn't tell you much about the earnings power, which is what i care about. now, froth is hard to kill if you talk about quantum, you're actually trying to hurt nvidia. and who doesn't want to try that these days? but the fact is, until the froth is slain, it hasn't been as people are still abusing this until it's slain and its ingredients, including everything. it's still bathing in the glow of the now curtailed data center business. we can't find terra firma. so here's the bottom line. once these frothy momentum stocks come in enough, then we will finally be in a much more straightforward world. a world where what tends to rally is not the sizzle, but the

steak. barry in florida. barry. >> hey, jim. barry here. >> first of all, let. >> me say i spend more time with. >> you than most other people. >> an hour. >> in the morning, then. >> then ten. >> minutes. >> an hour. >> later, ten minutes. >> with you. >> let's keep that between us, all right? let's keep that between us. we will not put that over the regina. can we cut that out? because barry and i are spending too much time together. go ahead. barry. >> yeah. >> and with that one. yeah. so? so i have a question. many of us are confused about a lot of stocks. fedex is the one i'd like to ask you about this evening. >> okay. so fedex, there were a lot of rumors that that amazon is going to do more in, in the kind of the trucking business for fedex. now let me just tell you something. fedex doesn't do anything with amazon. all right. fedex stock is down very big. it's a 253. i'm calling it an opportunity i think raj subramanian is doing a terrific job. and i think that you know what is the downside here. i mean, it it the absolute low. it was a 239 at 253. why not start there. better listen to me. i

got i got to go in for a beer with barry after. okay. not a not a model. i'm done with that. i think that this is where you start a position right now. maybe you wait for the alleged shortfall in nvidia. i mean, is there any, like, you walk outside right now? it's like, hey jim, how about that shortfall in a video? i said, it hasn't even happened yet okay. anyway, brought this hard to kill. but until we do, the rally is going to be all sizzle and no steak on mad money today. celsius got a big boost on earnings and its billion dollar acquisition announcement. i've got the ceo to see if the stock can stay energized for the long term. then i'm digging into some of the last week's biggest pullbacks and telling you what i'm watching fresh off the latest sell off. and later, can agco plow ahead after this month's mixed report. i'm getting a closer look with its top brass. so stay with cramer. >> don't miss a second of mad money follow jimcramer on x. have a question. tweet cramer hashtag mad mentions. send jim an email to madmoney.cnbc.com. or give us a call at one 800 743

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the way i approach work post fatherhood, has really trying to understand the generation that we're building devices for. here in the comcast family, we're building an integrated in-home wifi solution for millions of families like my own. in the average household, there are dozens of connected devices. connectivity is a big part of my boys' lives.

it brings people together in meaningful ways. amazing and is something that we get to use every day. >> while most of the market was getting pulverized late last week, celsius holdings, the formerly high flying energy drink baker, saw its stock make a miraculous comeback. yet when celsius reported last thursday, the company delivered a solid top and bottom line beat. and just as important, they announced the acquisition of alani nu. this is another sugar free drink play. the market loved this deal so much that the stock shot up more than 27% the very next day. and boy, that day was a lousy day. so can it keep on? let's get closer. look, with john fields, the chairman, president and ceo of celsius holdings haven't seen in a long time. mr. field, welcome back to mad money. >> glad to be here, jim. >> it's exciting times. >> all right, well, let's talk

about that, john. the buzz around this is greater than anything i've heard in a very long time. tell me why these two constituencies are so excited about each other. >> i mean, it's amazing. >> these two brands. >> together will make us have the largest sugar. free portfolio. >> in the energy category. >> and it's. >> the driving force behind. >> functional beverages. and the. energy category puts. >> us as a number three, solid number three at a 16. >> share and sugar free is jumping over the other kinds. it is it is. for the. >> first time in 2024. >> sugar free is the. >> largest segment of the energy drink. >> category, and you're looking. >> at one of the best. >> portfolios to compete head. >> to head. all right. so what is this company going to look like next year at this time. >> oh next year. well if you look at 2023. >> and 2024, celsius drove over 30%. >> of the category growth. these two. >> brands together. >> drove over. >> 50% of the category. >> growth last year. >> so sky's the limit. flavor trends are on. innovation is on point. >> we have great. >> things in the works, and it's going to be exciting times where this brand go. >> these brands go. the bears tell me, you know cramer did you look at the numbers about how this category dried up. there is

if we look at the revenues there's something did go wrong. maybe you can explain it to us. >> well we saw for the first time ever in over the last ten years, the energy category actually went negative on growth for the first time. this was q3 last. >> year, right? >> mintel. globally, the category is $90 billion. category is expected to grow to 10% cagr through 2029. so the category is expected to continue to grow. it's back into growth mode by the back half. we hit summer a lot of great things in the works. everyone wants better for you. zero sugar, great refreshing flavors. celsius has it is bringing new consumers in. this female focused brand is on fire. >> okay, so this female focused brand is not necessarily in all the channels that this is in. so how can you get people to take celsius now to buy this. >> well this is incremental. we're not sharing one consumer to the other. celsius 50 over 50 male female. it's really going after that. health and wellness. it's celsius live fit the most refreshing energy drink in the world. alani is great. great flavors, great packaging. health and wellness focus, but female

focused and is truly incremental to who we're who we're speaking with. >> now, you have a particular spokesperson that i think is going to be the greatest or one of the greatest pro football quarterbacks ever. what's he doing for it? >> we're rocking and rolling. and also juan soto is massive for us in the playing for the mets. we got so many great people. >> jaden we love jaden. >> jaden is amazing. we have so many good people that support our brands. we're all about living fit, health and wellness. i mean, it's for everyone. >> now, i know that one of the good housekeeping seal, good housekeeping seal approvals you have is lifetime fitness, which is something you run by trainers. really, some they would not put anything in if it weren't good for you. but they're not in this. >> no they're not. and there's a lot of opportunities. they're also not in the convenience channel, which is just getting started. >> is incredible. that's where it's a great channel. >> huge opportunities. and you look at our infrastructure that we're going to leverage with this acquisition. i have over 500 dedicated sales or sales team members that are dedicated. we have key accounts, team members and all all channels of

trade, huge opportunities that are happening in large format and grocery and mass. it's exciting times to be in the energy category. >> i should be drinking pre-workout drinks. >> we have. that brings another great opportunity for us adjacent categories with sports nutrition. the new brings us into pre-workouts. they also have bars protein shakes as well, so opportunities are endless. >> how should pepsico relationship? >> pepsi is going great. really working well on the core. on the celsius portfolio. we have innovation tied in with them. we're doing suggested orders. we're using ai to better route our our sales reps. and it's going well. >> now what about the where are you guys just in terms of what's happening? this is what i wanted to ask this gop one. you're the only one i see that i have that actually may be a beneficiary of what i think is going to be a 40 million person drug in this country. you're the right on the right side of the page, not the wrong side. >> absolutely. that's a major trend. and that's going to disrupt. >> you believe it. you believe it because you get all these

food companies coming on. and they said, jim, forget about it. they're selling the sugar this and sugar that. but they're telling me not to worry about this. no, no, that's just not true. >> we're talking every major retailer in the country, especially in grocery and everyone seeing these trends, and they're saying it's just going to continue to get stronger and celsius and zero sugar better for you. we all need more energy. it's perfect for the consumer. >> are they all in what's there. because you did a big deal. but i wasn't sure whether they kept their they're going to take a lot of stock. >> well the one concern is tying in right on the acquisition. post acquisition we have the founders tied in. they did take a stock of about 8.6% stock ownership. right. they're locked in for the next 12, 16, 18 and 24 months. they're collaborating with us over the next two years to make sure this is a success. and it's going to be exciting times. they partnered because they want to disrupt the beverage category with the celsius franchise and what we built in our infrastructure. >> now, okay, the most important slight slide in the deck. page 19 the intersection consumer megatrends $2 billion sales platform differentiated platform in the attractive energy category 16% category share.

yep. did you ever think that would happen. >> yeah that's that's amazing. totally differentiates it. especially with a multiple brand portfolio you're able to leverage and unlock pricing promotional strategies that you can't do as a single brand heading. head to head with some of these large mega brands that are out there. so we're on our way. 16 share is amazing. >> and are you still bringing out some new flavors that everybody loves? >> oh, the pipeline of flavors is unreal. >> can you give us a little how about a. >> mango lemonade for celsius this summer? and we got a whole pipeline coming in for ilani. it is going to be the robust year for celsius holdings on both these brands. >> okay, well, i'm going to make a prediction. this stock had a very big decline because there was a flattening of revenues. this combination is so powerful and i didn't know it when i first saw it. i said a lot. he knew, but every person, every woman knew it. and i guess it really is the one that people want. i'm so glad you got it. it's going to be a big differentiator for you, john. big. all right. that's john field chairman, president ceo of celsius. now remember the energy drink category, monsters, the greatest performing stock. not

any of the ones you hear in tech over, over a 30 year period. and this was a great one. and it can reignite. mad money's back after the break. >> coming up. still trying to make sense of last week's sell off. cramer has got you covered with the lessons he's learned from the market's recent rough patch. next. don't miss the cnbc premiere episode of shark tank tomorrow nine eastern. cnbc. >> when breaking news or market volatility affects your portfolio, we are there for you. >> what i learned from. >> jim is. >> that, you. >> know, to stay calm, not. >> react to. any single event, but really have a longer time horizon. >> go to cnbc.com. jim. >> my first ambition in life. >> was. >> to be a. >> pro athlete. my leadership skills came. from my time on the field as a quarterback. i first person nfl vr. >> game allows. >> fans to see what it's like to. >> be their. >> be their. >> favor at morgan stanley, old school hard work meets bold new thinking.

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>> last thursday and friday were just brutal, with the s&p plunging a combined 2.1% nasdaq dow. both fell 2.7% as we got some soft economic data, paired with some signs that the fed said they weren't that eager to make cuts. now walmart, long a bastion of strength in retail, issued what some people thought were cautious forecasts that also crushed the entire group. now, while the average is only down 2 to 3% during the two day sell off squall, when you zoom in on the individual losers, like i said at the top, there was a lot of truly hideous action. so sell, sell, sell. in fact, look, the turbocharged growth stocks, they started falling apart on wednesday, which is why we took the weekend to look through the biggest pullbacks in the last three days of last week. this is from all the components in the s&p 1500 with market capitalizations above 10 billion. so it's pretty rigorous screening here. now today i want to walk you through the ten biggest decliners,

because they can really tell you a great deal about what's really going on in the market now. the biggest losers, one of them that has just been quietly going up over time, it's called axon enterprise, formerly taser, which plunged nearly 28% over the course of three days. now, axon has been a fabulous winner for years. it pivoted to buy to police body cameras, evidence management software, those good businesses. so why then, did the stock just get completely obliterated? weirdly, there really wasn't any bad news from the company. instead, it was a12 punch of downgrades from analysts at boutique research firms that felled axon. the first one caused the stock to sink more than 16% last wednesday, for another downgrade from craig-hallum caused it to fall over 8% on thursday. the stock fell another 5% on friday, when the market wide selling really got going. now, axon reports tomorrow after the close, but clearly people want to ring the register going into the quarter and the bearish analysts gave them a real excuse to do so. very different attitude from what we've seen in

the past few months for momentum stocks are frankly unstoppable. second is one that i kind of took your breath away, which is akamai technologies because it fell. this experience is a long standing company. it fell 22.7% from wednesday through friday. now, this is a content delivery network. that's like i tell you, it's like the fast lane on the information highway. akamai reported on thursday evening. and while the results were fine, well, you know what matters more the guidance and the guidance was awful. three analysts downgraded the stock on friday, and with good reason. >> growth is. >> slowing, margins are coming down, and akamai needs to spend a lot of money to maintain its network. no thank you. there was epam. epam systems, that's an enterprise software company for platform engineering and development. i don't follow this company all that closely, but i do know that epam has a major presence in ukraine, and the trump administration seemingly wants to pull the plug on assistance to ukraine. i thought that was why the stock plunged 20% in the last three days of the week. but there's more to it, because epam reported on thursday morning and the guidance was absolutely

miserable. >> house of pain. >> the fourth largest loser is a company called sire, which operates in the less than truckload. ltl is what they call it freight market. this stock fell 19.5% in the final three days of the week. hey, by the way, the ninth biggest loser, old dominion freight line company and the 10th biggest loser, xpo, also good in the same less than truckload business. all three of these freight companies reported earlier in february turning in okay results, but they all got hit last week in response to an ugly quarter from competitor tfi international. and by the way, also, fedex was rumored to become more of a competitor to the industry. i don't know about this group. when you throw in the softer macro data mentioned earlier, wall street just gave up on all these. the freight market's been awful for years now. we call it the freight recession, but if you're waiting for a bottom, you might want to wait a little longer to get some confirmation. things are improving. i don't see any improvement. fifth largest decline. well, from the aforementioned palantir technologies, which fell 18.7% during the three day period and then plunged another 10.5% today. while there was some

relevant news here, headlines about budget cuts from the pentagon, insider selling chatter, resignation of the chief accounting officer i don't think that explains the weakness. palantir got crushed because it was the hottest stock in the entire market. traded up to extreme valuation via a parabolic move. and those don't last. trust me. and then wall street gave up on momentum. so palantir came right back down. i like the company stock but the company. but you know what. the stock's still expensive. and frankly i got to tell you i think it's gotten a lot of some real bearish adherents in the last few days. the sixth biggest loser from wednesday through friday one that we love sprouts farmers market. it fell 16.4% during the period. most of the company, most of that coming after the company reported on thursday night that, bizarrely, sprouts reported really strong numbers. this was a great quarter, and all of the analysts raised their estimates, yet the stock pulled over anyway. why? i saw someone complain that october was the best month of the quarter, and for what it's worth, that means bad cadence.

by the way, the company's full year same store sales forecast was much lower than its first quarter. same store sales forecast, which suggests that growth will continue slowing throughout the year. but honestly, what really did it? i'll tell you what did it sprouts stock was20% in the 12 months before this quarter. and i think this is another momentum stock that simply got too hot to handle at the last moment. and maybe he's going to stay that way. oh oh. next we're really getting into him his and hers. yeah hims and hers. health tumbled 15.8% from wednesday through friday. in fact, every penny of that loss was from friday's 25% meltdown. simple story here. this stock had been rallying up 184% year to date as as of the middle of last week. this is basically an online pharmacy, and they've been offering cheaper versions of just one drugs from compounding pharmacies. those are pharmacies that actually make drugs as opposed to just buy them. they're allowed to ignore the patent because there's a shortage of these life saving drugs. but last friday morning,

the fda announced that the shortage of novo norse epic is over, which means the gravy train might be over two. stocks down big again in after hours trading after the company reported mixed fourth quarter results after the close tonight. finally, the eighth largest decline during the final three days of the last week was cadence design system. wow. good company software play that helps tech companies design semiconductors and electronics, including nvidia. cadence fell 14% during the three day period. we were looking at it mostly on wednesday after the company report a solid quarter with conservative guidance, but the stock kept falling at the end of the week as more concerns about overbuilding for ai infrastructure emerged. cadence is a is fully a part of that theme, so it continued to get hit with the stock not not far from the 52 week low. now, it might actually be worth thinking about buying on weakness. candidly, this weakness for cadence could carry over to nvidia when it reports on

wednesday. i'm just trying to keep you up on a stock that you may own. as for the nine and ten players i mentioned, that's old dominion freight line and xpo. both freight plays with less than truckload exposure like sia now, and they both went down on negative pin action from the competitor and not necessarily from themselves. so those are the ten larger stocks that got hit the hardest last week. and when you look at these names collectively, there's a lot to learn. first, for the hottest of the hot stocks without valuation support, they're always vulnerable to sharp pullbacks usually because the bond market. not this time. when you buy momentum gains are easy to come easy to go. that's the story behind exxon palantir sprouts and hims. second, lots of previously good companies are reporting good quarters with real bad guidance. at the same time, the less than truckload freight players are suddenly hitting both sides are deteriorating economy. here's the bottom line. at least in the eyes of wall street, the us economy is looking quite a bit worse than it did just a month ago. fortunately, it's now a new week and even started off well

with some decent gains for most stocks today, although there was a bit of collapse at the close. but we can always learn something from looking at the results of the tape. and last week we got a real education from the momentum buyers trapped in the school of hard knocks. let's speak to carol in new york. carol. >> oh hey jim, what a great club meeting last week. >> oh, thank you, thank you, thank you. trying to keep everybody up on, you know, on some stocks that i am concerned about short term. not necessarily long term but short term. so let's go to work okay. >> so i was. >> looking at. >> names of companies that you spoke highly of in the past. that i haven't heard about in a while. and i wanted to ask you about abercrombie. >> i saw. >> that burn. >> that they beat earnings the last. >> four quarters. >> and although. >> i'm still learning what to listen for on conference calls, the last one sounded overall like. >> numbers grew. >> but many of them not as much as previously. there was a. >> continuing share buybacks. >> and opening 40 new stores. they did talk about headwinds

from currency. >> you know, carol, no, it's not really currency. they had promised a very big number and they failed to deliver. and it has been paying the price ever since. this is a i mean, i guess i could say i'm going to say it. fran horowitz is a good manager. it's a disaster. and they i don't know how they can turn it around, but they are going to report on the 5th of march. let's hope they get it right. and if they do, they may have to get it right without me, because that last quarter was so bad. i really appreciate you saying you like the call. we can always learn from looking at the results of the tape. and from last week, it sure seems like wall street is looking worse than it did a month ago. much more mad money. i'm hearing what the acres ahead look like for the agriculture space with agco ceo. then don't miss my breakdown of a pair of stocks that i'm keeping my faith in. even amid the recent turbulence in that close today. and of course, all your calls rapid fire in tonight's edition of the lightning round. so stay with cramer.

>> tomorrow, goldman sachs global institute co-head jared cohen his insight into the ai economy. plus home depot breaking earnings from this important dow component. stay important dow component. stay ahead of the market power e*trade's award-winning trading app makes trading easier. with its customizable options chain, easy-to-use tools, and paper trading to help sharpen your skills, you can stay on top of the market from wherever you are. e*trade from morgan stanley. beast lurks between the numbers. some watch from the safety of the sidelines, but others saddle up and ride that one ton rowdy ribeye for all he's got. if that's you, join us on tastytrade, named best online broker for options trading.

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reminder. >> smart. >> got it, got it. >> boss, you got this. >> lately, the agricultural business has been struggling thanks to low prices for some key crops. stubbornly high interest rates, geopolitical concerns. that makes it hard to predict near term future for some of the top companies in industry, including agco. it's one of the world's largest makers of farm equipment. now, earlier this month, agco reported, i guess you call it a mixed quarter with revenue miss alongside a solid 7% earnings beat. they're getting the costs in line. the company paired those results with a mixed full year forecast. in response, the stock fell more than 5% in a single session. it hasn't really recovered. so how do we figure this one out? let's figure it out with eric hansotia. he is the chair, chairman, president and ceo of agco. we've got to

get a better read of the situation because i don't understand it. mr. antonio, welcome back to mad money. >> hi, jim. >> okay, so tell me, eric, because i am confused. i look at your stock and i say, what do you do? i mean, the ag cycle is bad. you got real. you got countries that are in real trouble. i know that your predecessor, martin haugen, said this is the time you buy your stock aggressively because things are going to come back. but you're not buying back your stock. is that because you're not sure that things are going to come back very fast? >> no, we're. >> absolutely sure. >> you know, 2024 was. >> the big correction year. >> that's what happens about 24. >> we're also highly confident. >> that 2025. >> is the trough. all of our models. >> are predicting that the barometer for purdue, for the us industry industry and sema for the european industry. >> are already. >> strongly up. the us is more is wasn't in this position since 2021. so we're very confident in that. >> we don't. >> buy our stock. >> back right now because.

>> we've got. a shareholder concentration. issue that really has caused us to instead of buying stock back, we do a special variable dividend. but that is nothing. >> to do with. >> the confidence of where we see the strength of the company and the strength of our industry. >> okay. so explain to me why deere could be hitting a high a competitor. i'm obviously reacting to everything you just said, which is that we are at the trough and you got to buy. and yours is hanging back as if the trough isn't here. >> well, we have to remember we're a pure. >> play ag. >> machinery business. and so we move essentially purely. >> with the ag economy. >> some of our competitors have a construction business and sometimes even another business, and construction businesses are more. >> buoyant right now. >> so you see a bit of two dynamics with some of our competitors, where a single dynamic is really what what impacts our business. >> well, should you be thinking about maybe diversifying a bit just because when i recommend a when i recommend a stock, i

don't want to tell people that they're necessarily hostage to a cycle, even if the company is as great as yours. >> well, it depends if. >> if we. >> thought that we could add more value. >> by diversifying into other sectors, we would. we don't believe that. we believe. being very focused on being the most farmer focused company in industry is exactly what we need to do. investors can diversify on their own. >> we happen. >> to be at the very bottom of the trough right now, and even in 2024, we delivered. 300 basis points more in margin than we did at the same time in the cycle last time. so all of our focus on technology, margin rich businesses growing, our premium brand, growing our precision ag business and then taking out costs that are all hitting and providing a much stronger business this cycle than they were last. in fact, our performance at the trough this year is better than it was at the peak during our last cycle. well, that is significant structural change to this business. >> that's a great point. now, one of the things that is

concerning me about our economy and other places is that food costs got too high, and yet i'm not seeing high grains. maybe one grain is high. can you explain to me why we have such horrible food inflation when i'm looking at farmers not making that much money, but maybe they could plant more with agco? i know they could plant more. >> you know, most of the inflation is on the protein side of agriculture. essentially that means eggs and meat as opposed to grain. grain prices are somewhat low right now, and that's a big part of our business. but during the high price of when prices of grain were quite high, the beef herd got culled way back. now, you add to that the avian flu and 42 million birds have been culled over the last year or so, just in north america. that's over 10% of the flock. that's a significant reason why egg prices are so high. those are the drivers to food inflation right now. not so much the input

cost of grain to those protein producers. >> i hope the federal reserve is listening to you, because that explains a great deal now about what's happening with with ukraine. where are we there? >> well, this is it looks more like a, you know, a settlement is in play here than has been for the last three years. but, you know, until it's done, it's not done. we certainly, you know, have been supporting ukraine. we've had this thing called project sunflower. we put ukraine at the very top of the list, where we give those farmers priority because of all the challenges they're under. even with that, that whole market has been hit quite hard. it was the breadbasket of the of the area for a number of times. 13% of the global calories came out of there. you and i talked about that before. we'd love to help those farmers get back to that kind of productivity. it will take some time. it will take peace, time to really have it happen fast. >> okay, then brazil, i mean, you know, any company i know

that has business in brazil is telling me what the hell, what the hell are we doing in brazil? what's happening there? >> hey, brazil is a great market. i was just down there for a week last week and met with some of the farmers and a lot of our team there, and brazil is absolutely a growth market globally. you know, the they have more opportunity to put more acres into production, but also they can crop 2 to 2 and a half crops per year because they're tropical climate. so i was there. the combines were going through harvesting the green. and right behind it comes the planter planting the next crop on the heels of the combine as opposed to having a fallow season. so they've got tremendous growth opportunity to feed the world's population as it grows from 8 billion to 10 billion people. we're big on brazil, very large fields, very productive farmers with very sophisticated. they measure every little thing. and so we've been investing heavily. we just opened up a riemann center, a training center. we're continuing to invest in our facilities. so we're bullish on

brazil. >> well okay. so let's just understand i think you're telling positive stories. but there is no doubt about it. there are huge headwinds here. there's weather. it's not so great. we have politics are not so great. so what is i know that you're sure that we're at a trough, but are those things resolvable? weather, of course, is nothing you can control. and the politics seem to be not so hot. >> well, weather is one of these things that i think is with us from now on, and there's going to be more climate events and probably more severe climate events. so two things we help farmers with shortening windows. and the big thing is precision agriculture. they need more technology to have the machine do a better job for them in a shorter amount of time. so precision ag is the deal. we closed on our $2.3 billion tech investment, the biggest in the industry's history last year, all about taking a leadership position in precision ag, especially for the mixed fleet. essentially, that means serving any farmer regardless of their brand, not just our machinery

brands. and so that's that's what it's about. weather. weather also in some ways helps because as one area gets hit by a weather event that takes that amount of crop off the off the market, that helps prices everywhere else. and so we're helping farmers wherever they can deal with the volatility. but weather actually helps with pricing for farmers. >> well i learned a lot through these interviews. >> yeah we're politics. well yeah politics were in an uncertain environment. but but we'll we'll we'll navigate that. >> well thank you for explaining all this to me. and again, i hope that people listen to what causes food inflation and how it's not the farmers, maybe the herds, but we don't know if they grow them again. it sure will change. eric hansotia is the ceo of agco and really understands the business. hey eric, thanks for coming back on the show. >> thanks so much, jim. always great to talk to you. >> back after the break. >> coming up cramer takes your calls and the sky's the limit. it's a fast fire lightning round. next.

>> the cnbc change makers returns. >> 50 women innovating and driving change across industries. >> find out who has made this year's list. meet the new icons. the cnbc changemakers list the cnbc changemakers list revealed. avail when we started feeding bogie the farmer's dog, he lost so much weight. pre-portioned packs makes it really easy to keep him lean and healthy. in the morning, he flies up the stairs and hops up on my bed. in the past, he would not have been able to do any of those things. >> 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 for the right >> understand it's for the right reason, then you ♪♪

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connectivity is a big part of my boys' lives. it brings people together in meaningful ways. >> lightning round is sponsored by charles schwab. trade brilliantly. >> it is. >> time for. >> the five year plan this out and then the lightning round is over. are you ready? ski. that's new in massachusetts, lou. >> jim. >> my financial idol. huge fan. >> so glad. >> to be on the show. >> thank you. glad to have you. >> hey, listen, investment club. >> members, since you. >> kicked it off. >> and i'm dedicated to listening. >> almost every night.

>> and my family is going to be cracking. >> up. >> laughing if they hear this. so. so here goes. i might. i'm disillusioned. >> right. >> now by. >> a recent purchase that seems to be. >> dropping daily, and it might be just what's going on out there in the market. i'm talking about my. >> modine. >> yeah. i've got to tell you, lou, people have decided that that is part of the data center. and the cfo sold a lot of stock, so people are itching to get out. it has come down so much. i don't know what they're itching about. go get some sauna or something that works. the cortisone. cortisone ten is very good. let's go to patti in new york. patti. >> hi jim. >> booyah. from yonkers. >> new. >> york yonkers. unbelievable vacation spot. fantastic. what's up. >> jim i'm in a house. >> of. pain with elf cosmetics. should i. >> hold or sell. >> oh my i got to tell you, down 40%. everyone's decided that it doesn't work anymore. it's got tariffs, blah blah blah. i am not going to sell tarang amin

down 40%, but i am not going to sell it. that's crazy. people hate it. let's just wait, wait. don't bite. not yet. let's go to jim in new york. jim. >> hello. >> what's your thoughts. >> on pg y buy, sell or trade. >> you know it's up so much i mean it fintech. there's only a couple fintechs that have really stayed. i want you to take some profits. let's just do it. let's just do that. i'm going to ask you to ring the register. okay. let's go to rich in connecticut. rich. hey, jim. booyah! hey, buddy. how you doing? good, good. thank you. you're doing a great job. keep up the good work. i'm trying. all right. >> i've held this stock for about two years. done well with. >> it a nice dividend. and i know you've liked it recently, but it's backed off from. >> about. >> 21 to 19. is it still smart you think to buy here. and i'm talking about energy transfer.

yes it is smart. i mean look if this is the way you buy it, just so you know, this is a pipeline company, you buy it by the percentage yield. so it's got a 7% yield. now you buy some eight, you buy some nine, you buy some. that's how you buy these stocks. and i'm going to continue to pound that. that's the way to do it. how about we go to brandon in california. >> brandon can you hear me. >> jim am. >> i. >> on better than ever. oh you are. >> on i. >> love you are on. >> i love. >> you, man. >> i just want to let you know. thank you. thanks for everything you do. and if no one told you, you're cool. like the water in the swimming pool. i do have a question. two questions. first question. are you ever going to bring back the bat when you smash stuff in? question number two is about new fortress energy. >> new? well, i don't know if we're gonna bring it back. i kind of like it. i would like to do that. but newport just energy company that we profiled as being not a great company, and we're going to continue to say it was not a great company. it's in the archives. can't do anything about it. it's a bad one. and that, ladies and gentlemen, the conclusion of the lightning round.

>> the lightning round is sponsored by charles schwab. coming up, cramer's breaking down the recent action around apple and home depot in the latest chapter of his investing latest chapter of his investing guidebook. next. 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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for me. the sky is. >> the limit. >> we got a deal. >> shark tank coming up next. cnbc. >> we make sure the club members get the access they need to make more informed decisions. >> jim cramer gives you much. >> more than you would ever. get from any advisor. it's more. >> than. >> a club. it's an opportunity. >> go to cnbc.com jim. >> last night i referenced the george michael song lyric you got to have faith. and my sunday think piece for the investing club. my daughter is a member and somehow it resonated with her. it just seemed important, given how terrible last week was. that legendary song reminded her that gloom is not a strategy. i've always said that hope should not be a part of the investing equation. i say that because hope is something that belongs in the stadium, as in i hope the eagles win the super bowl. but my hope has nothing to do with the eagles winning or

losing, does it? so how can we have faith when we invest in hope is off the table? simple faith is different from hope. to me, faith means that when apple announces it will spend more than $500 billion in the us over the next four years, that will be meaningful to shareholders because apple cares about shareholders. it's not doing something just to appease the president of united states. that means it's good for apple. ceo tim cook says, quote, from doubling our advanced manufacturing fund to building advanced technology in texas, we're thrilled to expand our support for american manufacturing, end quote. and he continued, quote, we'll keep working with people and companies across this country to help bright, extraordinary chapter, new chapter in the history of market innovation. vast majority of people i talked to said cook made this announcement simply to get the president off his back. the stock went down two bucks at the open. i think that that shows zero faith in what tim cook has accomplished over the years, given his track record. you should have faith in his plans for the future. it's not like cook suddenly got stupid when he met trump. he came up with an

american manufacturing plan that makes sense. we don't know how apple can avoid paying tariffs on their taiwan made semiconductors, but maybe have a little faith in that issue, too now. or how about home depot? right now the stock's being left for dead. i mean it's just hideous. sell it because why? the fed has paused its rate cuts. it's been horrendous a total nightmare. now home depot reports tomorrow morning housing turnover has been pathetic. the weather has been terrible. appliance and tool sales have been just incredibly disappointing. but home depot the stock is down 57 points from its high set in november of last year. it's been pummeled and pummeled on each negative data point. when we see the numbers, they're likely to be below expectations because expectations as defined by the analyst community have not changed during this period. i don't know why. i have no idea why that is, because it's obvious that things have gotten worse for their clients, if only because of the weather and the lack of housing turnover. but after the stock gets clobbered tomorrow morning after, i want to go buy some more from my travel trust at that lower price. why? because i have faith that home depot will come out of

this meager downturn much stronger than it came in. why? i have faith, because i remember 2007 2009, when many short sellers bet against this company during the worst housing collapse since the great depression. what happened back then? home depot gained share. they became more indispensable to the industry than ever before. and they used the weakness to buy back a gigantic amount of stock, taking the share count from 2.1 billion to less than 1.7 billion. how can you not have faith in a company that did that during the great recession? do you think these guys have gotten dumber since 2009 that they've lost their institutional knowledge? i don't. that's why, after all, the estimates are finally cut and the price targets are trimmed, i think you're going to have an exquisite moment to buy the stock of home depot. now, when i say you got to have faith in this business, that doesn't mean faith should be easily dispensed. i only have faith in a handful of companies, a big handful. but if you don't have faith in anything, that means you don't know the history and you don't know how stocks work. well, people always say the past performance is not indicative of

future results in this business. sometimes when you're dealing with well run companies like apple and home depot. past performance has been a great predictor. maybe not tomorrow, but certainly for four decades before that and maybe decades into the future. i like to say there's always bull market there's always bull market somewhere. there's alwanarrator:arket sometonight on "shark tank," daniel lubetzky, the founder of the groundbreaking snack company kind, returns to the tank. are you or your parents from ghana? yes. were you born on wednesday? yeah. how does he know this stuff? necessity is the fairy godmother of invention. who's "eggcited"? here it is! greiner: oh. [ laughs ] ohh! oh, my goodness. are you kidding? you think this is worth $10 million? guys, i've doubled the amount of cash you're getting. lori, are you in on this deal with me? you're kicking daniel to the curb? yes, i'm throwing him under the bus. i'm using my social media to back this. i'm offended. it's stupid. -- captions by vitac -- ♪♪