it's z scale or octa is far better and they sell at about 25 times there year's sales forecast if crowd strike got that, it would be a $55 stock down $22 from where it's traded that's the comparison i need you to understand. okay, it's much more expensive than z scaler. you have z scaler last week is good hey, man, i think octa is terrific bottom line, look, i'm not saying crowd strike can't go higher it's a fantastic company the fast-growing ipos are fro y frothy at these elevated levels buying octa or z scaler and can't stomach the thought of what might happen to the stock if something, anything, i won't happen now goes wrong. we got to go to steven in georgia, steven? >> caller: cramer, bulldog boo-yah. >> i like that go bulldogs. >> caller: hey, since there is uncertainty with microsoft, is that what young investors should focus their attention? >> i've been doing a lot of work on microsoft it's part of a group of stocks i call the creepers. it creeps higher and higher and higher and today is no different. it's a trillion dollars market cap and deserves it. why? because is there any

and how about the octa, i feel like i like to say z-scaler. if we're in deflationary environment, the future earnings growth looks attractive and provided they could keep the numbers. here is the bottom line, people. make no mistake, from now on, after yesterday, bad news is good news. as tariffs go up and buying yield goes down the fed has more and more reason to cut rates prison that the president pressured the cut he needs to take action otherwise he'll look like a puppet and the only thing that gives the fed cover is a slower economy and good thing because that is exactly what we're getting. zoey in north carolina >> caller: this is her grandfather nathan and i'm here with my three grandchildren, nathan and abby and zoey and i'll give you zoey. >> hey, zoey, how you been >> caller: hello, my name is zoey and i'm 10 years old and i'm from ashburn, north carolina. >> pretty. >> caller: i'm investing with my grandfather for college. i was wondering about waste management. >> well, you got horse sense, my friend i think that is a great stock t

i like to refer to it because it is -- it's a great company octa and essentials and remember yesterdaye designed to help customers operate more efficiently when you look at the market capitalization like salesforce, okay, there's just too many of these software service companies so what happens when there are too many stocks? we're now in a one deal too many mode, people it means the next time a software is a service company that comes public and doesn't go to premium, it breaks price, in other words, it breaks the print price where it came and goes down, i got to tell you something this whole group is going to go down and you saw the prelude in the last half hour of trading. these were miserable yeah, the whole group is likely to sell off if one of these stocks that comes public doesn't work unfortunately the bankers, they don't care they got to make the money, the venture capitalists are eager to take profits they got what we call real low basis. that's why it's time to have a big run here if you don't know what they do anymore, let me tell you what to do if you own one, cha-ching, c

positive investors figure all the other cloud place might be takeover targets now, service, adobe, octadesk ramp higher on takeover speculation however the very next day the cloud stocks came right back down, i mean, they were really obliterated because surprise, surprise the sales force tabloid high up was more of a one off transaction. sales force needed a data analytics program and a unique opportunity which is why they agreed to pay a huge premium sales force wanted them. when wall street realized the cloud plays wouldn't be bought any time soon, their stocks just plummeted. brutal day once again, it meant nothing the only take away from the pull back is they never should have been up in the first place because the tabloid news was generous as we say in law school how do you know when a big move is foreshadowing something bigger there is a lot of signal that's obvious. the company report as blowout quarter and it's stock force obvious. analyst cuts estimates, stock plummets, obvious. that's business as usual and look for the unusual the company catches an analyst downgrade and stock

focus on what they are not focusing on at code >> these stocks are becoming radically cheap, verses octathese are companies selling 50 or 60 times earnings exactly. >> i will look at facebook look at alphabet verses clorox you want cheap facebook and alphabet. clorox and hershey, what did hershey invented clorox -- >> they did put almond in the hershey kiss >> that's very true, swiss have not invented anything. i have gotten tired of how great clorox in it because they got extra smelling these companies are selling 30 times earnings, what are they producing? what are they producing other than water >> oh, i was waiting for q q and i are both processing that >> sometimes scott, you have to sit back and let the magic happen >> exactly >> exactly y carl sort of reference enterprise verses consumers. >> i was going to bring up the fact of consumers ipo, lyft got a big upgrade today. the price targets to 80 bucks. that stock is up at least 3% it is not as bad as we thought now there is a reason to buy hey, we are not as bad as we used to. let's get some of that stock beyond comprehension meat

times net shares the only one that's higher than that of the companies that have come public lately is octawhich is a cybersecurity company. if it goes to 30, which a lot of people feel is not a problem, then it sells at 39 times sales. that's going to be, other than zoom, the highest. crowd strikes too. only zoom's not more mojo. >> it is a very high multiple. >> yes, it's growing well. >> it is growing quickly they'd love to be considered in the same universe eventually at workday. >> they want to be a cloud king. >> you know well >> i had them one. i pursued them endlessly >> it's an enterprise company. we're not talking about consumers. >> do you use it >> i don't >> the street uses slack i have to admit slack is better than email no offense to outlook. >> my wife's company uses it as well >> they do tell me. do they like it? >> i think so. how many vcs choose to sell not just today, really, but in the weeks ahead when they see what the close is will be another key question perhaps they're going to hold on in the hopes this does take the place of yet another one of those opportunities.