what do you do with micron >> i like micron quite a bit i was really looking forward to what the quarter's well positioned moving forward. hasn't appreciated as much as some of the others in the sector definitely a stock that i think there's opportunities in >> josh, you still focused on nvidia >> i am. the stock is at new all-time high machine now it's in the 800s really seems unstoppable it's so much more than a chip play almost disingenuous to just mention it in the context of semiconductors it's a software platform that literally is what the entirety of the ai revolution is going to be built on. standardized on, in fact in such a dominant way that i can't believe more people aren't focused on it. so nvidia is my favorite pick in the space. i know it's up a lot you could have said that during any year over the last seven years and it's still managed to find ways to continue to growth, make the right acquisitions and go higher. >> biggest winners, leah in the first half of the year for year to date marathon oil up 100% the s&p 500 diamond back energy. these names were so beaten down co

we quite believe this is where money will microns power lies. in other words, it's the ultra personalized and centralized power of the presidents. obviously, there are still people who are ready to break through rows of riot police to get to the president. violence is unacceptable and we see how representative of political communities unanimously condemn the flap in the face. but then a sense among micro himself represents violence. because it's he who authorize the use of normally for weapons by law enforcement agencies. that is why many protesters were injured. a lot of the i sites during the yellow vest demonstrations . there is a huge gap between the manual microns outlandish promises and what he is doing, which is nothing more than a constant communications and marketing campaign. furthermore, he once again intends to return to considering pension reforms. he always has some unpleasant remark in his arsenal. it is he who constantly slaps the french people during his public speeches, and now he gets a slap in the face himself, which of cours

since he is no authority figure, the slot, made it through microns personal security guards. and this is a lesson for all of us state department, along with some western diplomatic missions, again called on the niger in government to reverse a recent ban on twitter. it's also condemned threats to arrest it's uses. nigeria outlawed the social media network, say it's persistently used to undermine the countries existence. it comes off the platform to lead to the post by the nigerian president, which warned local services of consequences unless they relented. but while twitter claims a free and open internet is an essential human, right, as he goes done off reported in the week, it appears to operate according to different principles. the free speech wing of the free speech parking. this is how twitter executives love to define that platform. the self righteousness of this is only matched by how far the twitter executives are detached from reality. lately, the band, the syrian president over this tweet, many of those misbehaving today, too young to be aware of the destruction an

for comparison, the human hair is between 20 and 80 microns cross. particle smaller than $2.00 microns are considered to be fine particles because they're so small. airborne particles can even make their way into our lungs, which can affect our health. but how does all this dust form in cities the primary sources of dust are anthropogenic, in other words generated by human activity? industrial emissions are the biggest culprit by traffic also generates huge amount . so exhaust fumes and tire abrasion. but more than 80 percent of airborne particles floating in the earth's atmosphere come from nature. deserts and sees contribute heavily to the creation of dust. during sandstorms, these particles can be carried is highest 10 kilometers into the stratosphere and transported over incredibly long distances. as ocean one revamp or age it releases sea salt aerosols, up to 1500000000 tons of them a year. the amount of dust emitted by chemical russian can be enough to interrupt air traffic. the ash released in these geological elements can steam the atmosphere for as much as 3 years. the tiny pa

we've got a buzzkill for you, chip maker micron dropping more than 4% on concerns over d ram pricing demand, shares down 17% from record highs hit just two months ago. dan, what's the play, used to be such a momentum trade. >> yeah, it's interesting when you see where the chart topped out some time in april. you know the great tom lee who often comes on this program talking about inflation expect a-- expectations starting to come down. this flies to s cyclicals and we're seeing analysts talk about less demand and that ties in well with tom's thesis, bond yields going down, inflation expectation topped out, you want to buy equity so maybe down 17%, maybe the worse is in it for micron, we know it's a cheap stock but for me it is the back half of the story, a lot of the supply/demand dynamics that were odd because of the pandemic will abate in the back half of the year and we'll see less demand and more supply. who knows with the port thing. >> guy, what do you make of the move with micron, whether or not you're a player. >> may 25th wasn't that long ago, i can't do the math but doesn't

i like micron but not as much as amd. once it closes going to be a very different company temi in maryland how you doing. >> caller: i'm all in. calling about ge had for time and announced stock split. i don't know if i should hold, sell or what >> hold ge this is larry's company now. doing a lot that's right buy if dropped to 11 but hasn't been there you're in great shape. guys, tomorrow's traders are going to go for winners not losers we seem to have forgotten everything that took us down on friday and whole last week on "mad money" tonight, ceo of box joined me four years ago first time now coming public. full circle. don't miss my exclusive. and why the stocks that did well in the pandemic may have uphill battle to climb in this market, including one very big one and what does the shortage mean for automotive software company? i'm talking to the ceo stay with cramer >> announcer: don't miss a second of "mad money," follow @jimcramer on twitter have a question? tweet cramer, hashtag #madtweets send an e-mail to madmone

it served as a vehicle for manual microns become president of the republic in 2017. but outside of that, it does not exist. but another european leader is also facing a hard time. the swedish parliament today voted through a new confidence motion against the prime minister. social democrat, stephanie levine is the 1st pm in the country's history, to be honest. and in such a method, it's due to his government's funds to deregulate sweden's housing rental market, which has been hit hard by the pandemic. as real estate prices skyrocket. if levin refuses to resign within 7 days, the country will face stuff elections later this year. under her spilled knowledge onto the streets of brazil after the countries cobra debt told, topped half a 1000000 anti government protesters in dozens of cities across the country, marched to condemn prison and jo. you're both scenarios. humbling of the pandemic the right wing brazilian leader has been widely criticized for playing down the pandemic opposing locked downs and casting died on the efficacy effects in a parliamentary inquiry is c

since he is no authority figure, the slot made it through microns personal security guards. this is a lesson for all of us the us state department, along with some western diplomatic missions, is called on my cheery government to reverse this decision to ban twitter. it also condemned threats to arrest uses while a goss. i load the social network saying it is persistently used to undermine the countries existence and it comes after the platform, the lead to the post by the countries president, which warned national separatists have consequences unless they relent. but while twitter does claim that a free and open internet is an essential human right, they pays to operate according to a different set of principles elsewhere. and she goes on of explains the free speech wing of the free speech boxing. this is how twitter executives love to define that platform. the self righteousness of this is only matched by how far the twitter executives are detached from reality. lately, the band, the jury and presidents over this tweet. many of those misbehaving today, too young to be awar

since he is no authority figure, the slot made it through microns personal security guards, and this is a lesson for all of those. the days of small you countries standing up to the big powers could soon be over. germany's foreign minister wants to silence dissenting voices of the likes of hungary by abolishing veto bows. we cannot let vetoes be used to paralyze european foreign policy and hold us hostage. those who do that playing with europe cohesion in the short and long term . that's why we must say openly, veto moscow. even if that means that we ourselves can be our place. while the german foreign minister must didn't mention any human to states by name when saying that the veto was being misused and should be banned. it's pretty clear who he was talking about. we can extrapolate as well from statements we've heard from mr. mass in the past, as well as tweets made by senior figures within his foreign ministry. this is directed firmly towards hungry, budapest, and prime minister of hungry victor. or bon, the reason is stating victor, all bands being too overzealous when it comes

it served as a vehicle for manual microns become president of the republic in 2017. but outside of that, it does not exist. and other european leader was also facing a hard time as the swedish parliament has just voted through a no confidence motion against the prime minister. social democrats, stefan lafayette, is the 1st pm in the country's history to be ousted in this way is due to his government plans to deregulate sweden's housing rental market that has been hit hard by the pandemic. if he refuses to resign, the country will face snap elections later this year has spilled out onto the streets in brazil after the country's cove it dest told top half a 1000000 anti government protesters, and dozens of cities across the country marched to condemn president j. e. are both and not the handling of the pandemic. the far right brazilian leader has been widely criticized for playing down the pandemic opposing locked downs and casting doubts on the efficacy of vaccine bottom. and your inquiry is currently underway into the government's cobra. to respond and alleged failur

the most interesting thing that emanuel micron said there is that emanuel micron said there is that 20%pacity. clearly, they have to find a way to get vaccines to areas to areas of the world without having to donate them. . ~ ~ the world without having to donate them. . .~' ., ., .,, them. that lucked out at me as well. it tied in them. that lucked out at me as well. it tied in as — them. that lucked out at me as well. it tied in as well, _ them. that lucked out at me as well. it tied in as well, dented, _ them. that lucked out at me as well. it tied in as well, dented, really? - it tied in as well, dented, really? with what the prime minister was saying which was again barking that debate aside about whether one needs to change the intellectual property rights over these vaccines. the question in the short run is manufacture. you have got to have the capacity to manufacture and present macro seem to be acknowledging, as prime minister johnson did, that in the short term at least it is going to have to be a case that you produce the vaccines in developed countries and get them out as fa

. >> yeah, so micron it's a great story. it always is but it's still trades like a commodity, which it isn't because you narrowed the producers to three in the world price something more rational. and with micron also being a 5g play, i typically buy it at 80 and then trade is it higher. that's where support is the last six months or so they're reporting shortly, next week i believe i look for excellent acquire next year's earnings you have a stock selling at about 10 times tell river to other semis i own 50 or 100% discount. i like micron here i i think it's got legs, keeps moving highe >> interesting to note, chips, you know, a lot of supply chain issues we're talking about supply chain coming up after the break. but straight ahead, the trade on housing, home build esper pulling back after a run up over the last year, the investment committee weighs in next watch or listen life on the go he cnbc app. halftime back in two minutes it's the biggest thing that ever happened to small. lease the gla 250 suv for just $399 a month

for comparison, the human hair is between 20 and 80 microns across a particle, smaller than 2.5 microns, are considered to be fine particles because they're so small airborne particles can even make your way into our lungs, which can affect our health. but how does this dust form in cities the primary sources of dust are anthropogenic, in other words generated by human activity? industrial emissions are the biggest culprit by traffic also generates huge amounts through exhaust fumes and tire abrasion. but more than 80 percent of airborne particles floating in the earth's atmosphere come from nature. deserts and sees contribute heavily to the creation of dust. during sandstorms, these particles can be carried is highest 10 kilometers into the stratosphere and transported over incredibly long distances. as ocean one revamp or age, it releases see salt aerosols, up to $1500.00 tons of them a year. the amount of dust emitted by about 10 corruption can be enough to interrupt air traffic. the ash released in these geological elements can stay in the atmosphere for as much as 3 years. the tiny

dram is slightly higher, so i would be a seller of micron. >> pete? >> what i liked most about this call was listening to the ceo, how confident he was, and he was projecting out further that dram would be up another 20%. he's talking about the revenue being as strong as it is these guys just mentioned it's 70% of the revenue, dram i think it's good. two weeks ago the stock was trading at 76, it ran up to 85 so unless it was an absolute complete blowout quarter, which it was pretty close, you just wonder what they had to say to continue the move it just made why wouldn't it just be a bit of a pause for now and then it starts making those legs up towards 110 like the bmo analyst was projecting and what guy was talking about as well. it doesn't seem that far-fetched, especially when you look at where this trade is now and the growth and obviously the demand is there. >> just broadly we were talking about the semiconductor etf and talking about how cyclical it was. t tim, you actually made this point. in the world where tom lee lives, it will go up anoth

extended period of time is often referred to as dust airborne, particles measuring between 2.5 and 10 microns in diameter are known as course particles. for comparison human hairs between 20 and 80 micros across particles smaller than 2.5 microns, are considered to be fine particles because they're so small airborne particles can even make their way into our lungs, which can affect our health. but how does all this dust form in cities the primary sources of dust are anthropogenic, in other words generated by human activity? industrial emissions are the biggest cobra by traffic also generates huge amounts to exhaust fumes and tire abrasion. but more than 80 percent of airborne particles floating in the earth's atmosphere come from nature. deserts and sees contribute heavily to the creation of dust. during sandstorms, these particles can be carried is high as 10 kilometers into the stratosphere and transported over incredibly long distances. as ocean one revamp raise it releases see salt aerosols up to 1500000000 tons of them a year. the amount of density emitted by a chemical reaction can be e

a betrayal of women bought another slab in the face for president micron. as his party was in french region, and the world must choose unity over division, and they drew the president, put him on the 80th anniversary of the start of the great patriotic war. ah, why direct from our studios in moscow? this is our international, i'm sure. on thomas, certainly glad to have you with us. now the u. s. government apparently seized the websites of a yet many broadcasts to iranian outlets, including its key international channel, press tv, and a palestinian new site. this is according to a statement that now appears on those pages, just kill them up and have more at the moment we do not yet have clarification from the u. s. government about whether in fact they did take this action. the state department has indicated that the department of justice will give information later regarding this situation, but if one goes to the website, one will find a statement from the department of justice and the f. b. i with their official seals saying that the website was seized. n

as far as micron goes, the one difference between micron's product, cpus is like what intel makes were in shortage last year, so good evidence there's an inventory build tons of dram floating around last year. we're not sure the extent of the inventory build there. it should impact the space less than micro processors like what intel makes. >> and for nvidia, over the past month in particular, has been an outperformer would this not apply >> i don't cover nvidia so i apologize but i'm not really allowed to answer that with restrictions here. i would have to refer to you the other analysts >> the different segmentation of the industry a final word on this, any reason you can imagine that softness in pc demand post pandemic should be a warning sign for the broader market >> great question. i don't know about the broader market but for semis the reason we're worried and have been writing about this is it's hard to believe that pcs are still the single largest end market for semiconductors 33% are sold into pcs and that's why we're paying such close attention and publishing on it right now

here in moscow, emanuel microns party got what's being described as a slap in the face. this in the 1st round of frances regional elections, early results adjusted, came 3rd or even for the most regions. however, the vote was also significant for his extremely low turn out with 67 percent of voters staying away from the polling stations. french president's party managed to gone only around 10 percent of the vote, which is about a half as much as as rival marine la, penn national rally god. the 2 are expected to be the face of the next presidential election in about 10 months time. we spoke with a french political analyst, alexi pooler, who told us what these results could mean for the french president and his party. this is done, this vote reflects a feverish state that has gripped the executive branch of government including a manual micron and this national vote is the only way the french have to say stop or go on back to manual macros policies tonight. they said clearly enough, we don't want that any more. in terms of ministers, 5 ministers who did not pass the 1st ro

it's a trial of women and another slap in the face of president micron is causing films in the french regional elections. also, the world must change unity, the division and hatred says president can only 18 verse free of the star. the great pat fiarty cool for russia. ah, hello there, good evening. just gone 10 o'clock in moscow. you watching artie international now the u. s. government has seized the web pages of yamini, again, many tv channel and to a rainy and let's including it's key international broadcast, the press tv, at least according to his statement that has a paid on their web pages for. let's get more details now. from keller, balcony joins is from new york. good evening again. caleb, just run through them. what we know at this point? well, if you go to the website of 3 news outlets, one from yemen, the other 2 originating and iran, you will find a statement posted attributed to the u. s. department of justice and the u. s. federal bureau of investigation, the f b, i saying that the websites have been seized by the u. s. government. now at the moment, we do not yet have

female event, branding it at the trial of women, also to come another stuff in the face of president micron. this is party flops in the french regional elections. the world must choose unity over division and hatred, says president putin, on the 18th anniversary of the start of the great part of the war for russia. ah, hello there. good evening. you're watching arlington. ashley, just gone. i called in moscow. the 1st ever transgender athlete will go to the olympics. this year. hubbard, who's a white lift that will join, use the linz team in tokyo. but it has sparks anger from campaigners calling to save women sports. and they say that her superior muscle mass is unfair competition . however, the olympic committee says that she has met all the necessary criteria for franka picks up the story. its official new zealand laurel hubbard, 43 who transition to female in 2012 is heading to the olympics this summer. no transgender athletes have ever done it before. for laurel, there's absolutely no doubt it is a dream come troop. when the cameras zoom in on her and her team at the olympics, opening

since he is no authority figure, the slot made it through microns personal security guards. and this is a lesson for all of us to come on the week us take department demand that nigeria refers to band with in the country while the social network happening senses its own uses, will have more in this off the breath. i use news. the news the join me every thursday on the alex salmon show and i'll be speaking to guess in the world, the politic sport business. i'm show business. i'll see you then me the, the, me ah, welcome back to the weekly now the us state department, along with some west and diplomatic missions, is called a nigerian government traverse, is decision to ban twitter. it also condemned to threats to arrest, uses lagos, law, the social network saying it is persistently used to undermine the countries existence . and it comes after the platform to lead to the post by the countries, the president, which war national separatists have consequences unless they relent. but while twitter does claim the free and open internet is an essential human right, disappear to oper

they bird microns. that's a life. and i understand, but i think that makes sense, but that's just not enough to get the residence permit to stay in the center. right. social democrats who back the bill say it will protect asylum seekers from being exploited by traffic is and making the mediterranean c crossing as they won't make the journey if they are likely to be rejected. but refugee rights advocates say any humanitarian benefits are misguided as asylum claims can only be filed at the danish border. it's nonsense to say that it's going to stop c crossings because it will not be possible to apply for asylum in the center. so people have to cross the sea anyway. so that's just ridiculous to call it kind of humanitarian. united nations refugee agency wound last month. it could start a race to the bottom. if other european countries follows dean mark's policy would be a huge game changer. if other counties would follow up is not like the, the pulses of thinking can be externalize and saw say, cookie, provided that on,

a man in southwest france has been sentenced to 4 months in jail for slapping a manual micron in the face. the incident happened earlier this week when the french leader was trying to drum up support for his pre election campaign. the key thing given a formal sentence behind fours, but in fact, the truthful sentence was for a team of 14 months and that will be suspended for the next few years. now this offence, so a so committee to get somebody in the public authority could have seen him behind bars for 3 years and find a 45000 years. some people may think that this is potentially lenient. however, thought sentence comes with other conditions. for the next 5 years, tara will not be allowed to hold any weapons here in france. he will be deprived of his civic right. so things just voting for the next 3 years and he will be banned from exercising or being in the public office as well as that. the judge who did that, he had to undergo work over the next 2 years and also needed psychological care. now taro spoke at length to the court on tuesday, answering many questions that the judge po

i think what there is a huge gap between the manual microns outlandish promises and what he is doing, which is nothing more than a constant communication is unlocked to campaign. the more he once again intends to return to considering pension reforms. he always has some unpleasant remark and he's off. it is he who constantly slaps the french people during his public speech, and now he gets a slap in the face himself, which of course deserves condemnation. since he is no authority figure, the slot made it through microns personal security guards, and this is a lesson for all of those days of small you countries standing out to the big powers could soon be over. germany's foreign minister wants to silence dissenting voices of the likes of hungary by abolishing vito powers cannot let details be used to caroline european foreign policy and hold us hostage data playing with europe's cohesion in the short and long time. that's why we must say openly, veto moscow. even if that means that we ourselves can be our poster while the german foreign minister must didn't mention any you meant the st

and the micron does not may present macros that may clear what the future is. he talked a very vaguely about special forces in the future, very vaguely about some international 4th. this is not a real serious proposal. this is not a serious solution to the crisis in the how, which is very deadly and very dangerous and has record is that i have not been incorrect by the french government. how do you think paris in private will view this operation which lasted for years? i'm sorry, how do you question, how do you think part is going to view this operation in privately which had lasted for years? do you think they'll view it as a success? i don't see how anyone can view this as a success that a french play very nasty will in many of these got all kinds of accusations, for example, in the coo and chide, had a very strong indications that that this was a power coo and that the french may have looked the other way, the french of been accused of all kinds of activities, and they're not well liked in the area. but if you go back to the history of this to how this area

>> we like micron.this is a $8 to $9 through cycle earnings story peak earnings into the $13 range and a circular growth story unde underappreciated nvidia is a name we are constructive on. >> on auto, there's expectations to get better, not worse in the second half in terms of supply the market is out today saying expect a reasonable level of demabd in the final quarter. do you think we're setting ourselves up for failure >> i think we are constructive on auto. a colleague covers more suppliers into the space and will defer to them a bit but for my coverage i think the auto space will continue to recover nvidia very well positioned as far as the proliferation and drive to autonomy and talked about a $8 billion pipeline of opportunity and so those are the names that i cover that we think play well in that auto category. >> yeah. it is going to be -- you have to watch the tape tonight when micron hits. good to see you. >> thank you. >>> as we await didi's public debut a look at the chinese technology com