so i am looking at companies like vf corp, which has advance, the north face, and timberland as some of their hallmark brands and they are very well thought of and people want to wear them. so that gives them some power. >> fair enough, that's vf corp you also have micron and xilinx. >> yes. >> explain that. i man -- maybe that's the same kind of idea but very different part of the market. >> well, it is but it is the nerd tech market, right? and specifically, it's 5g. we really believe that 5g is in its implementation fiz and that going to last for years. we like playing the whole idea of a theme for years, not just months that why we love 5g. xilinx in particular especially -- it locks like it is going to be bought by amd they got the big thumbs-up there today. that's good. but they create products that enable, you know a hard wire to connect to a cell tower. >> yes. >> that is just going to be used tremendously i think amd did well in buying that company. >> if thinking about inflation and deflation makes your head hurt, just think about 5g and the winners there today. kim forest

so that would be nike, your lulu, your vf corp brands that people want have pricing power.you brought up, the off-price sector, i think the real opportunity here is a little bit of average unit retail expansion, meaning a little bit of additional price that they can pass through as they index off of the general retail apparel sector can go a long way to leverage the supply chain and distribution cost. that's been the biggest headwind on marches if that turns you have a inflection with the off-price retailers, tjx, ross, burlington, you could own the whole sector. >> people ask me, have i missed it clearly will not from the guy who knows the most matthew boss, jpmorgan thank you so much for coming on the show. >> great to be back. >> guys, remember some of these. gap stores, people said, jim, how could you be so late obviously, we're not late. "mad money" is back. >> announcer: stick around. >> may i make a suggestion >> announcer: "the lightning round" is coming up next ♪♪ [sfx: revving trucks] pilot over radio: here we go, let's do this. ♪♪ pilot over radio: right there, r

the only one that is not and lagged materially which is frustrating because i own it is vf corp.ed up with the growth trade as well so, unfortunately. >> crowdstrike's earnings also crossing seema mody has those numbers for us seema. >> hey, wilfred. take a look at the stock turning positive in after hours after delivering a stronger-than-expected q1 report 10-cent profit versus the estimate of 6 cents. $303 million on sales, which is higher than what analysts were expecting. q2 guidance, f ul year guidance both well above expectations and wall street has been warming up to the stock one calling crowdstrike its top pick citing the hybrid workplace, increasing the need to keep employees and companies safe you're seeing the stock move on this report, up nearly 3% in extended trade sara. >> another beat. thank you very much. seema moda thanks to stephanie link and ryan grace for joining us. >>> let's talk more lulu the ceo calvin mcdonald joins us right now fresh off of those results ahead of his call. calvin, it's good to see you and good to talk to you. there was some worry that t