that squares start testing ways to let users by the way and sell bitcoin let's dig deeper with sarah fryer. welcome to "mad money. good to see you. >> thanks for having me. >> i am struggling with the idea that your technology, your finance and you are empowerment because you help a lot of little companies be like big companies. >> yep >> so which are you? >> we are all of that. >> okay. >> we want to empower companies to make sure the smaller companies have all the tools that the big companies have. westarted with simple fin, never miss a sale. >> how many customers could there have been? >> we look at it in the u.s. we think we have a $26 billion adjusted revenue opportunity this year we'll get close to about $1 billion, that's just the u.s. we look at same struggles for small businesses globally so about a 8 x opportunity when you start taking it outside the u.s. >> small merchants, you go to flee markets they have it. but for a restaurant you got a device too that could do more? >> we don't see ourselves running out of room. how big a business could you square you're right it often sta

the bitcoin connection square by default is now that play, i thought it would falter when cfo, sarah fryer right here threw cold water on square then ceo jack dorsey comes out on twitter fame and say it's a real thesis. 14, vm ware, virtualization solutions. stocks in 50% but it like adobe is pure play on cloud adoption and we know that's one over the hottest themes out there finally number 15, walmart i know it's downgraded by goldman sachs but truth is walmart's the only company that can challenge amazon over term it trades at 22 times earnings if it's anointed it gets a 25. goldman says the stock's gotten ahead of itself. perfect, all they had stocks are ahead of themselves. that's that gets them anointed the bottom line, in a perfect world i'd like to wait for a pull back for any of these to tell you to buy any one of these red hot names, tip of year it's very unlikely you'll get a pull back but by some fluke, by some chance if any of these names dips, you should jump all over them oh, i feel it, i feel it >>> al in florida. >> caller: jimmy a good eeg ms to the super bowl booyah to yo

sarah fryer's remark came from goldman via sales force.com. real that stock is going higher it is going higher by the way, pay pal, everyone laughed at pay pal look at that stock they did a deal with synchrony what an amazing split between ebay and pay pal dan shulman empowering youthful people >> youthful people. >> hated ed millennials. convenie these are people in their 40s well, maybe 30s and i bring the demo up by averaging >> i don't know how to venmo i got to learn. >> is it hard? >> i dropped it last night i thought venmo was a wide receiver for the saints. >> jim, you mentioned ge at the top of the hour with -- had good knowledge of internal metrics of the company, that the chase plane was not his idea never touched base with corporate aviation. >> an interesting interview. really got to the heart of the issue. 60,000 shares is -- not chump change i would like to see more >> you would. >> immelt bought a lot of stock along the way too. he was paid a lot of money along the way. there is -- you hear clawback. i hear that from a lot of i

and the cash dan shulman the other day on "mad money," really remarkable story that they have but sarah fryer is driving the bus here of square she's from goldman sachs this has a very heavy goldman sachs overtone david vineyard is on the board he's the guy that makes me feel very confident about the debt that they are taking on. >> yeah, and as you pointed out, square's market cap is very close to that of twitter and he continues to run both companies, mr. dorsey. not sure how much longer he can keep doing that. >> you know, it is interesting that if you look at the valuation of twitter and snap, snap's valuation is higher i'm -- that's just wrong i mean, snap really has no -- no game whatsoever. twitter has got still a lot of room for its total addressable market square is almost tapped out. i focus -- i mean, snap's almost tapped out i focus on snap, because at $15 billion, it's almost impossible to fathom. if this company were to become public now, it would have a blue apron feel, not a canada goose feel >> yeah, i sense this morning -- >> canada goose -- >> you feel snap is a suboptimal

he has actually downplayed the fact that he used chips to data mine from bitcoin, sarah fryer last night company that you never thought would be involving bitcoin using, you can't mine bitcoin without these guys >> it is amazing, the intersection of mobility, graphics, ai, crypto currency, they have their fingers in all the right pies >> but he saw it coming. nobody realized what machine learning was this guy has it going. he's one of the great ones by the way, everybody loves him. in person, people just love the guy. i love him he's fabulous! >> at the big board, it is sanju technology, an online financial planning perform celebrating its ipo today. over at the nasdaq, discovery communications celebrating the premiere of the series "hot grease." jim, we've had nine chinese ipos at the exchange this year. >> i'm working on a piece for that for "mad money" that may not necessarily be a great sign, because a lot of them seem -- i'm not seeing they seem fanciful, but we've got to drill down on them they trade very erratically. so i think people who buy them should understand that they're do