no, this isn't octa.way, we know many of the cloud plays were laying low by the market wide sell off and most haven't been able to recover but there is one i like so much that i just said you know what? down a day, terrifying terrifying i like a company called ayx, it's a cloud-based analytics company with a stock on fire look at this this is up 128% for the year almost made a new all-time high. i've been waiting for a pull back before sickcircling back. it refused to give us any dip where i could talk about this on the show nothing. the stock just keeps roaring so tonight i'm done waiting i've had it. throwing in the towel. alteryx has run so much it's only for the bravest speck ulatr but worth putting on your shopping list. this may be the best one of ones people don't understand. when it became public in march of 2017, the stock didn't garner much attention those were always the best kind. the ipo price at 14. i recommended it a few days later at $15 and change and i found out what they did and said it

people did ask, is that the case that the three lanes on fell street would be required to turn on -- on octa versuvia andt is what we're proposing. we heard conflicts with two travel lanes to merge together to make that maneuver to hayes and so we would like to make it there's a single travel lane to do that. >> i appreciate the neighbors help and the time that everyone has taken but i want to second the request pho for lyndon and e we're moving 11 car-parking spaces and you're able to find similar space for the moda space and this is ask for increased parking management. it would be great to take a look at the area and find some that could be daytime slowin loadinge and if we could have them run for two, three or four hours so guests could park for a good length of time. it's challenging in the city and i'm not saying that we shouldn't remove 11 parking spaces but what i always say is that we can manage the parking in the area to make sure that everybody who needs to park can park. they may not do it for free and it may not be uncontrolled but we absolutely can park. i want to just refer ba

plus 40% is the key to this market you ask me, octa is the key.t's amazing >> you heard it, bob pisani, octa is the key to this market >> always some interesting correlations here, that's certainly one to chew on i have an interesting correlation, breaking down all 11 sectors of the s&p 500 have opened on the upside, yet yields are generally down there's an inverted yield curve. the two-year is at 155, that's inverted and the market's not dropping. maybe this correlation that's been annoying everybody in august so much is starting to break down a little bit. but you see, look at this, cyclicals up, semis, energy,s materials, utilities are even up, banks are lagging, understandably, with the ten-year yield down today. that makes a little bit of sense. where are we in the month of august is there any hope for september? it's been a crummy august. but that's the way it always is. what are we down, 3% here for the month of august? remember may, we were down close to 6%. everybody says it hasn't been bad, as hope springs eternal for september. more cen

service workday, adobe, octa, they all roared 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 tieup was more of a one off transaction. sales force needed a data analytics platform and they had a unique opportunity hear. cloud delay analytics. sales force wanted them. when wall street realized the cloud plays probably weren't going to be bought any time soon, their stocks just plummeted. brutal day once again, it meant nothing the only take away was that they never should have been up in the first place because the tabloid news was suie jennjenner there is a lot of signal that's obvious. the come pakom company report a quarter. analysts cut estimates stock plummets, obvious. that's just business as usual and why i like to look for the unusual. the downgrade and stock goes up, interesting signal counter intuitive. in my experience when the stock goes lower on bad news, it means that stock is putting in a significant bottom and ready to rocket higher. i like that

one i -- a cramer family fave called octa.been one of the best -- independent provider of identity for the enterprise that sounds like a lot of authentic silicon valley gibberish. what it really means is they will protect everything. they handle your log in, verification credentials, user names, passwords, mother's made enname and so on they help protect businesses from hackers i think everyone on earth right now would like to be protected by okta. they want -- consider it they protect your passport, okay? okta reports wednesday and i'm confident they'll deliver yet another great quarter. however, the stock is down -- only down 8 bucks from its highs and, therefore, it's pretty expensive. as much as i love okta, i am going to recommend waiting for a pull back before pulling the trigger. i was sensitive on comments today saying, jim, you always say wait for a pull back what's the deal, why don't you say buy? i'm highlighting companies and they're on the run and i have to be careful second cloud prince helps other businesses, co

look at zoom, look at octa, these companies are trading at 25x to 40x numbers still. most people don't know those names. that is where the returns are going to be in the future as well. emily: as an investor who has made a lot of consumer investments, what is your reaction to that? david: i think it's natural, the whole advent of mobile phones and smartphones. i think consumers had access to that technology first, while the enterprise is still using laptops on their desktops. therefore, the growth in the consumer side was actually natural, and there has been a lot more business innovation around the consumer on the smart platform initially. and i think now that is getting penetrated into businesses. obviously it is fueled by cloud computing. therefore, now, it is really the turn for businesses to leverage the smartphone and mobile tech revolution. emily: ed, are there enough places for softbank to place all these bets, even in enterprise? i have heard some investors complain there is not a lot of great things out there right now. >> i would say yes and no. if you look