jeff lawson, co-found, ceo and chairman of twilio "mad money" after the brake.hrough the at&t network, edge-to-edge intelligence gives you the power to see every corner of your growing business. from managing inventory... to detecting and preventing threats... to scaling up your production. giving you a nice big edge over your competition. that's the power of edge-to-edge intelligence. by the way, she's the it wasnext mozart.g day. as usual we were behind schedule. but sophie's enthusiasm cannot be dampened. not even by a run-away donut. we powered through it in our toyota prius. because a star's got to shine, no matter what. it's unbelievable what you can do in the prius. toyota let's go places. (classical music playing throughout) >>> even though the market managed to stabilize and work its way higher today you know what, come on. we're still in a precarious position i think you need to look out for stocks that have been able to hold up when the average gets hit. there is a real possibility we'll experience for main of the we're still overbought just barely an

twilio is borderline but given its rule of 40 score, i say we let it stay in this group. as for the cloud princes of the renaming names, cooper software both traded at well more than 15 times sales and leaves hubspot passing both tests, wow. how about the cloud commoners. only a5 five9, ringcentral and zendesk traded at ten times next year's sales so we have to be careful remaining the ipos cloudstrike, zoomvidia they're expensive trading alt 20 times next year's sales and i don't feel recommending that bottom line, when you try to be objective about the cloud stocks the ones that you want to keep are adobe, salesforce, splunk, twilio, vmware, workday, hub be spot, five9, ringcentral and dynatrace. everything else, be cautious and subjective that's not the best way to invest got your list. stay with cramer >>> now that the dust has settled on the turmoil in the cloud space with many of these stocks bouncing today, we got to circle back to the group earlier. i gave you my triage analysis of all the names we covered which you can double down on, which are risky and now i wa

it would bent micron it will be something that's doing really well like twilio, like twilio. and the answer is people taking profits. the third thing that gives the bears cover, impeachment now i'm not a political commentator. i never will be. but the hearings on ukraine today, i thought they were pretty brutal frankly. suddenly serious people in the media are talking about trump like he's toast. i think that's crazy the votes just aren't there to convict him in the senate, no matter what he may have done still, that won't stop the bears from using the story as a cudgel to beat the stock market lower it's going to be the narrative get used to it personally, i'm most interested in the political ramifications what marries to me is what impeachment means to the legislative agenda remember, we just spoke to speaker nancy pelosi last week, and she was sounding very encouraging about the possibility of passing an updated trade agreement with mexico, canada, something many businesses i know are counting on to make their earnings estimates for 2020 but i don't know a week later, mayb

randall cobb twilio technology, upgraded today by morgan stanley.vs, much more of a health care company than a drug store chain these days cme, the ultimate fintech stop abbott labs, a device company. apple technology, technology, device, fintech, health care, tech bingo. i'm letting that go. i know people say hold it. jim did apple trades on its own. it's like its own sector randall cobb all right. i love the players tonight they all got some real horse sense. i say stoick with cramer. it was sophie's big day. by the way, she's the next mozart. as usual we were behind schedule. but sophie's enthusiasm cannot be dampened. not even by a run-away donut. we powered through it in our toyota prius. because a star's got to shine, no matter what. it's unbelievable what you can do in the prius. toyota let's go places. >>> "lightning round" is sponsored by td ameritrade >> it is time! it's time for the "lightning round. >> buy, buy, buy >> sell, sell, sell. >> [ buzzer and then the "lightning round" is over. are you ready, skee-daddy? time for the "lightning

, i mean, value was so undervalued and then growth at any price literally any price like a mongo, twilio, your whole list of them, the sass crack list, i like that very much i think even if the market -- if the market goes down or up succeeded see that rotation trade happening because it haddy verged so much. >> cannabis feeling the heat in the after hours session after reporting earnings so it was a 9% move last check tim what do you make of it. >> trying to go through the numberings on the revenue line it looks like a report in canadian dollars if you get the report in canadian dlarps you they got it at 100 to 107 in the middle of the august which would have been strong numbers that was at the time considered optimistic look, the bottom line for the entire sector is although the top line is good it's about the profitability and we need to see gross margins for this company which if you look at some of the u.s. names that have announced the last two to three weeks. gross margins between 40 and 55, the ebit iaaf loss was slightly better than expected based upon the top line revenue miss

one time ripping higher we brake down the action look at the cramer cam jim talking with the ceo of twiliow at the top of the hour on "mad money. livet athe nasdaq in times square more "fast money" still ahead. i wish i could shake your hand. granted. only pay for what you need. ♪ liberty. liberty. liberty. liberty. ♪ when i lost my sight, my biggest fear was losing my independence. mmm... good. so i've spent my life developing technology to help the visually impaired. we are so good. we built a guide that uses ibm watson... to help the blind. it is already working in cities like tokyo. my dream is to help millions more people like me. larry you're coming in through the sewer.king you have your snorkel? got it. janet, i hope you're not afraid of heights. what's going on in here? my it staff is planning to overthrow me. they're tired of working weekends to maintain our aging infrastructure. at cdw we get the pain of outdated technology. that's why we'd assess your needs then design a secure infrastructure to make you more agile and efficient. hey guys. oh hey, boss. no more weekends. no mor

etfs are just plain stupid they bring the stocks down without any sense whatsoever i think -- could twilio 110? it's a platform for the new economy. so i like these stocks when they're out of favor when they're running, no i will say listen, wait for a pullback crowdstrike is tougher becau because -- they're going after z scaler so there are some companies in the crosshairs of other companies in cyber security but advanced micro at 30 i think nvidia i know it's up 20 straight but nvidia is a great company. sometimes you have to pay up to get great companies but not when they're running. the ones that i mentioned are not running so i think you've got to stand there, buy some and take some pain people don't want to take pain, they want to have whatever is working today. i used to have that too. i've really sobered up and got mature. >> jim, i want to ask you very quickly -- >> i had mrs. nixon. she was super. i hit her in the head once when i was playing dodgeball. she never forgave me. >> i thought that was an imaginary game. >> it's like cricket >> great game. i want to ask you about the a