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Entrée $316,22 08 sept 2026Actuel $316,22 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
that's why for the past several years, I've picked Apple as my fantasy stock football QB. As always, own it. Don't trade it.
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Entrée $1 000,26 08 sept 2026Actuel $1 027,77 09 sept 2026Résultat +$27,51vs. indice +2,8% SPY +0,0% sur la même période
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…ocks from my chapels like Genova, which makes the turbines, they call them turbines, that turn natural gas into electricity, or Intel, which makes CPUs and is raising prices on them because there's so much more demand than there is supply. We just bought Micron for the travel trust after visiting its world headquarters in Boise, Idaho. I'm going to give a CNBC investing talk Thursday noon, which starts with why I actually sold Corning. You certainly don't want to miss that explanation. So, I still believe in the data center, but I also want to open your eyes to other opp…
We just bought Micron for the travel trust after visiting its world headquarters in Boise, Idaho.
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Entrée $165,99 08 sept 2026Actuel $168,46 09 sept 2026Résultat −$2,47vs. indice −1,5% SPY +0,0% sur la même période
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Contexte de la transcription source
…nd is raising prices on them because there's so much more demand than there is supply. We just bought Micron for the travel trust after visiting its world headquarters in Boise, Idaho. I'm going to give a CNBC investing talk Thursday noon, which starts with why I actually sold Corning. You certainly don't want to miss that explanation. So, I still believe in the data center, but I also want to open your eyes to other opportunities. This morning, for example, GE Aerospace spent nearly $12 billion to buy a castings company…
which starts with why I actually sold Corning.
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Entrée $382,85 08 sept 2026Actuel $382,85 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…vision by the end of the year. I don't want to be in a diabetes division in a world where GOP-1s are ascended. The stock is now where it was when it reported. Yet, it is a vastly improved year-over-year business. To me, that is just crazy. As long as the war with Iran drags on, it's easy to recommend the refiners like a Valero or a Marathon. I don't see it any anytime soon. Not with the US and Iran trading volleys this evening at islands and ships in the straight. But how about a pipeline that moves about 30% of all crude produce in North America? Now I'm talking about Enbridg…
As long as the war with Iran drags on, it's easy to recommend the refiners like a Valero or a Marathon.
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Entrée $397,77 08 sept 2026Actuel $397,77 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…vision by the end of the year. I don't want to be in a diabetes division in a world where GOP-1s are ascended. The stock is now where it was when it reported. Yet, it is a vastly improved year-over-year business. To me, that is just crazy. As long as the war with Iran drags on, it's easy to recommend the refiners like a Valero or a Marathon. I don't see it any anytime soon. Not with the US and Iran trading volleys this evening at islands and ships in the straight. But how about a pipeline that moves about 30% of all crude produce in North America? Now I'm talking about Enbridg…
As long as the war with Iran drags on, it's easy to recommend the refiners like a Valero or a Marathon.
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Entrée $50,48 08 sept 2026Actuel $50,48 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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… like a Valero or a Marathon. I don't see it any anytime soon. Not with the US and Iran trading volleys this evening at islands and ships in the straight. But how about a pipeline that moves about 30% of all crude produce in North America? Now I'm talking about Enbridge which has a 5.5% yield. Also has a natural gas, you know, it transports 20% of the natural gas that's consumed in America. Okay, it's Canadian, but it's not caught up in the tariff fight because slapping tariffs on Canadian energy would be economic suicide for ou…
Now I'm talking about Enbridge which has a 5.5% yield.
Contexte extrait par IA But how about a pipeline that moves about 30% of all crude produce in North America? Now I'm talking about Enbridge which has a 5.5% yield.
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Entrée $38,83 08 sept 2026Actuel $38,83 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
Now I didn't know that Enterprise Product Partners was going to be the maybe the single biggest pipeline winner in this country thanks to the war.
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Entrée $393,17 08 sept 2026Actuel $393,17 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…he margins of some of its liquids like ethane to ethylene, ethylene to polyethylene have soared. As Teague says, the Houston ship channel is now just as important as the straight of her moves. Now there's an endorsement. Stock yields 5.8%. Finally, there's a Amgen. Admittedly, this one takes a little bit of fortitude. was down 44 points today. The stock's declining because it has a drug candidate that's similar to a Novartis product which failed a cardiovascular trial today, sending the stock down $22. Nevada had high hopes for the drug testing for its …
Finally, there's a Amgen. Admittedly, this one takes a little bit of fortitude.
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Entrée $40,26 08 sept 2026Actuel $40,26 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…ld see it being a big player in the AI boom with 60 billion backlog and August gross profit improvement. Feels incredibly undervalued. The stock is SMCI, Jimmy. >> Okay, so SMCI to me has some irregularities that are related to accounting. I cannot recommend it. I see the momentum. Absolutely. But you know what? I've been saying buy Dell and I think Dell's better than super micro and I am sticking by that. I think it's quite uh even after this big run, it's still very very attractive, right? There…
I cannot recommend it.
Contexte extrait par IA Okay, so SMCI to me has some irregularities that are related to accounting. I cannot recommend it.
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Entrée $533,27 08 sept 2026Actuel $533,27 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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Contexte de la transcription source
…gust gross profit improvement. Feels incredibly undervalued. The stock is SMCI, Jimmy. >> Okay, so SMCI to me has some irregularities that are related to accounting. I cannot recommend it. I see the momentum. Absolutely. But you know what? I've been saying buy Dell and I think Dell's better than super micro and I am sticking by that. I think it's quite uh even after this big run, it's still very very attractive, right? There's a lot of opportunity in this market. Just have to look a little bit harder and maybe how about this outside pure data center themes on man tonig…
I've been saying buy Dell and I think Dell's better than super micro and I am sticking by that.
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Entrée $225,73 08 sept 2026Actuel $223,67 09 sept 2026Résultat −$2,06vs. indice −0,9% SPY +0,0% sur la même période
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…ons, promoting former offensive coordinator Joe Brady to the position. Next, let's talk running backs. Key position in fantasy. What you want are the equivalent of compounders, stocks that can consistently grow and grow and grow over time. Basically, you want a running back like Nvidia, the other stock on my own it don't trade it list. Now, in the past, I've called Nvidia wide receiver for your portfolio. More of a rapid growth name, but at this point's matured enough to be a running back. That said, Nvidia is still on track to put up 70% revenue growth next year. Don't …
Basically, you want a running back like Nvidia, the other stock on my own it don't trade it list.
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Entrée $1 123,86 08 sept 2026Actuel $1 123,91 08 sept 2026Résultat +$0,05vs. indice +0,0% SPY +0,0% sur la même période
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…anapolis where Lily's base and give you Colts running back Jonathan Taylor. Entering his seventh season with more than 7,500 career rushing yards already under his belt. Taylor isn't going to catch anyone by surprise anymore like Lily. But you could probably get Taylor with a mid to late first round pick just like you can now buy Lily at just over 30 times earnings. That's down from 45 times earnings at the beginning of the year. Both represent decent value. For my third running back, let's bring in some new blood, please. I'm bringing in Medline, the largest IPO of 2025. This is a distributor of medi…
you could probably get Taylor with a mid to late first round pick just like you can now buy Lily at just over 30 times earnings.
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Entrée $34,69 08 sept 2026Actuel $34,69 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…cal devices, consumables. Came public last December. After a hot start, it's cooled off significantly, pulling back from a high of 50 in February to the mid30s now, only slightly above where it came public. But for those who have patience, I think Medline could be a long-term compounder. It's a real sleeper. Hey, NFL analog. How about the Arizona Cardinals rookie running back Jeremiah Love, the third overall pick in April's NFL draft? Be beyond both being new, I think the analogy holds because both Medline and Love have temporary question mark…
I think Medline could be a long-term compounder. It's a real sleeper.
Contexte extrait par IA But for those who have patience, I think Medline could be a long-term compounder. It's a real sleeper.
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Entrée $170,30 08 sept 2026Actuel $170,30 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…chnology, the software company with a stock that was white hot in late 2024 and most of 2025 before getting ice cold for the first half of this year and only recently turned hot again, rallying more than 60% from it shooting lows. Not bad. When it's working though, there have been few stocks better than Palanteer. They recently poured a magnificent quarter, but the stock also sells for more than 100 times this year's earnings estimates. Not cheap. Best NFL analog for Palanteer. Well, there I like Jamar Chase from the Cincinnati Bengals. one of the b…
When it's working though, there have been few stocks better than Palanteer.
Contexte extrait par IA What does it sound like? Palunteer. That's right. Palanteer Technology ... When it's working though, there have been few stocks better than Palanteer.
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Entrée $256,97 08 sept 2026Actuel $252,40 09 sept 2026Résultat −$4,57vs. indice −1,8% SPY +0,0% sur la même période
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… receivers in the league, even as he's coming off a down year last season. Chase also has some injury concerns, making him more risky, like Palanteer's high price during his multiple. Next, for a less risky wide receiver, how about Amazon? Their Amazon Web Services business on fire. The stock's gotten pretty cheaper. It's trading at 20 times this year's earnings estimates. Not many times I remember having it that low. We're going to stay in Seattle for the Amazon analog Seahawks receiver Jackson Smith Nigma who had a breakout season last year and earne…
Their Amazon Web Services business on fire. The stock's gotten pretty cheaper.
Contexte extrait par IA Next, for a less risky wide receiver, how about Amazon? Their Amazon Web Services business on fire. The stock's gotten pretty cheaper.
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Entrée $92,69 08 sept 2026Actuel $92,69 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
I'm going to pick a new one here. Hinge Health, a relatively new medical technology company...
Contexte extrait par IA For the tight end equivalent of our fantasy stock football portfolio, I'm going to pick a new one here. Hinge Health, a relatively new medical technology company...
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Entrée $148,49 08 sept 2026Actuel $148,49 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…ery straightforward. You want them uh you want them to give up as few points as possible, but defense in fantasy is a bit different because you can also get upside from sacks, turnovers, and especially defense and special teams touchdowns. So for our stock market equivalent, I think that Merc's a good fit. As a drug company, Merc's inherently defensive in nature. It does fine even in a bad economy. Good if the Fed chooses to jack up rates, right? At the same time, it can also give you real upside as we saw when Merc's partner Merna put up so…
So for our stock market equivalent, I think that Merc's a good fit.
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Entrée $209,99 08 sept 2026Actuel $209,99 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…ield goals. So, you really got to have someone with accuracy. But you can also get a nice bundle of points for a long field goal. So, a kicker with range is a nice bonus. As I see it, a kicker is kind of like it's like a good energy stock. It's like Chevron. It usually doesn't trade with the rest of the market because higher oil is bad for everybody else's business. Plus, it's got an excellent 3.4% yield. That's like a steady flow of extra point kicks. But as we've seen, there are times like t…
It's like Chevron.
Contexte extrait par IA As I see it, a kicker is kind of like it's like a good energy stock. It's like Chevron.
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Entrée $72,08 08 sept 2026Actuel $72,08 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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… biggest Amazon, Costco, as well as Shopify, Target, and Apple, which launches a pricey new phone tomorrow. We just saw their quarter. It was excellent. People are selling it firm because they fear a rate hike from the Fed. I get that. But people will be paying substantially more for the stock without that worry. What matters is that the quarter had so much momentum that I think you'll see great numbers right through the end of the year, holiday season. At the same time, there's some tremendous healthcare companies in bull market mode. Chief among …
people will be paying substantially more for the stock without that worry.
Contexte extrait par IA People are selling it firm because they fear a rate hike from the Fed. I get that. But people will be paying substantially more for the stock without that worry. What matters is that the quarter had so much momentum that I think you'll see great numbers right through the end of the year...
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Entrée $334,91 08 sept 2026Actuel $334,91 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…l aircraft and particularly defense, both of which are booming. Now, on a day where oil's up, you might not want to focus on anything airline related, but travel's been booming the whole time. the whole time the Iranian wars were going on. This acquisition will pay off quickly for GE, making it more likely that they can accelerate production. This is also good news, therefore, for Boeing, a huge customer. GE that needs to boost its production speed. G is relatively close to its highs, deservedly so. Boeing nowhere near its high yet. The order book is full. Last week, there was …
This acquisition will pay off quickly for GE, making it more likely that they can accelerate production.
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Entrée $210,73 08 sept 2026Actuel $210,73 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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… off quickly for GE, making it more likely that they can accelerate production. This is also good news, therefore, for Boeing, a huge customer. GE that needs to boost its production speed. G is relatively close to its highs, deservedly so. Boeing nowhere near its high yet. The order book is full. Last week, there was this negative article about how Boeing is being hurt by the problemfilled Spirit Aeros Systems acquisition. made that one two years ago. But that actually had to be done because Boeing Light G aerospace needs to get be…
Boeing nowhere near its high yet. The order book is full.
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Entrée $103,19 08 sept 2026Actuel $103,19 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…h they have lost their way. And is it a is it a whole buy or sell? I think that this year whatever's going on at that company is just abysmal, whether it be the board, whether it be the execution, whether it be the way that the message. Um I don't like it. I don't like it even right here because it's still it's still got a lot of points that it can fall. Um, I think that it's, you know, look, it's a 10 times earnings, but I don't think it's going to make those earnings. So, uh, at 103, no, I'm going to stay say maybe, I don't know, 85. It's a it it it it's I don't want to say it's a bad co…
I don't like it. I don't like it even right here because it's still it's still got a lot of points that it can fall.
Contexte extrait par IA I don't like it. I don't like it even right here because it's still it's still got a lot of points that it can fall. ... I don't think it's going to make those earnings.
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Entrée $6,84 08 sept 2026Actuel $6,84 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…en the lightning round is over. Are you ready? Ski D. The light with Darren in California. Darren. Hey, how you doing, Jim? Booyah. >> I am doing well. Booyah. What's going on? >> Hey, I wanted to know about uh Joby Aviation. I uh >> Okay, I've been against Joby because it's losing a lot of money and I'm going to stick with that position. It's an interesting spec, but I would not put my money in it. Let's go to Sam in Massachusetts. Sam. >> Jim, listen. With all the shortage in musicians, I've been looking at the steel industry, specifically RS. The stock has outperformed t…
I've been against Joby because it's losing a lot of money and I'm going to stick with that position.
Contexte extrait par IA I've been against Joby because it's losing a lot of money and I'm going to stick with that position. It's an interesting spec, but I would not put my money in it.
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Entrée $211,88 08 sept 2026Actuel $211,88 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…uddy. Thank you very much. >> I want to ask you about a um a company that owns a bunch of malls because we go there every weekend. We go to TJ Maxx and we go to HomeGoods. It's the uh Simon Properties Group. Should I buy one? >> Oh my god. Simon Properties 4 and a quarter% yield. It is so great. I'm gave you two. I also like Federal Realy. Both of them are excellent. Let's go to Federal Realy is shopping centers. Let's go to Bob in Ohio. Bob, >> hey, good evening Jim and thank you for taking my call. >> Of course. Thank you. Um, m…
Simon Properties 4 and a quarter% yield. It is so great.
Contexte extrait par IA Oh my god. Simon Properties 4 and a quarter% yield. It is so great. I'm gave you two.
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Entrée $117,25 08 sept 2026Actuel $117,25 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…wns a bunch of malls because we go there every weekend. We go to TJ Maxx and we go to HomeGoods. It's the uh Simon Properties Group. Should I buy one? >> Oh my god. Simon Properties 4 and a quarter% yield. It is so great. I'm gave you two. I also like Federal Realy. Both of them are excellent. Let's go to Federal Realy is shopping centers. Let's go to Bob in Ohio. Bob, >> hey, good evening Jim and thank you for taking my call. >> Of course. Thank you. Um, my question is about a company that operates in Southeast Asia and is a hy…
I also like Federal Realy. Both of them are excellent.
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Entrée $3,25 08 sept 2026Actuel $3,25 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…rid of both the Uber and Door Dash business models. They also have a growing fintech banking segment embedded in the business. Grab Holdings had 3.4 billion in revenue last year and a net profit of 200. >> Okay, I'm going to interrupt you. I have never liked Grab Holdings. I have said that I did not think it was a situation that is worth our investing time. It is now down to three. I think it's a $3 spec. Remember, stocks do stop at zero. Let's go to Bill in Texas. Bill. Booyah. Jim. Booyah. Bill, you you're…
I have never liked Grab Holdings.
Contexte extrait par IA I have never liked Grab Holdings. I have said that I did not think it was a situation that is worth our investing time.
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Entrée $28,01 08 sept 2026Actuel $28,01 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…much. >> Thank you so much for all your wisdom and expertise. >> Thank you. Thank you, Bill. Thank you. >> Was was wondering if after a pretty significant pullback, would now be a good time to take a look at Trinity Industries TRM. >> Yes. Yes. rail car shouldn't be down this much. I like your thinking. You waited for the big hit. Now it's in a good place. I would pull the trigger. Let's go to Spencer in Alabama. Spencer, >> I love the things that have been happening in the medical community, especially with the advancements with breast cancer and COPD with Astroenica. What's a long-term play? >> All right. Now, Astr…
Yes. rail car shouldn't be down this much. I like your thinking. You waited for the big hit. Now it's in a good place. I would pull the trigger.
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Entrée $160,04 08 sept 2026Actuel $160,04 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…Astroenica reminds me of a company. It's not unlike the Vartis. I'm a little nervous about it. It's been missing some of its trials. I don't think a COPD is enough to change my mind. By the way, I do think GOP D-1's be really good on COPD. I am not going to put my money on Astroenica. And that, ladies and gentlemen, is the conclusion of THE LIGHTNING ROUND. The lightning round is sponsored by Charles Schwab. Coming up, there's one thing Kramer thinks this market desperately needs ASAP. He's explaining what it is next. B…
I am not going to put my money on Astroenica.
Contexte extrait par IA I don't think a COPD is enough to change my mind. ... I am not going to put my money on Astroenica.
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Entrée $398,31 08 sept 2026Actuel $398,31 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…ey in it. Let's go to Sam in Massachusetts. Sam. >> Jim, listen. With all the shortage in musicians, I've been looking at the steel industry, specifically RS. The stock has outperformed the S&P and I think it's slated to do well as many >> RS is terrific. I prefer New Core, but you're absolutely right to bring me RS. It's a very, very good company. Now, we're going to go to Tony in Florida. Tony, >> hey Jim, I want to thank you. I'm a a club member since day one and everything's been great.…
RS is terrific.
Contexte extrait par IA RS is terrific. I prefer New Core, but you're absolutely right to bring me RS. It's a very, very good company.
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Entrée $256,40 08 sept 2026Actuel $256,40 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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…go to Sam in Massachusetts. Sam. >> Jim, listen. With all the shortage in musicians, I've been looking at the steel industry, specifically RS. The stock has outperformed the S&P and I think it's slated to do well as many >> RS is terrific. I prefer New Core, but you're absolutely right to bring me RS. It's a very, very good company. Now, we're going to go to Tony in Florida. Tony, >> hey Jim, I want to thank you. I'm a a club member since day one and everything's been great. >> Thank you, buddy. Thank you very much. >> I want to ask you…
I prefer New Core, but you're absolutely right to bring me RS.
Contexte extrait par IA RS is terrific. I prefer New Core, but you're absolutely right to bring me RS. It's a very, very good company.
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Entrée $971,31 08 sept 2026Actuel $971,31 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
I'm not abandoning stocks from my chapels like Genova, which makes the turbines, they call them turbines, that turn natural gas into electricity, or Intel...
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Entrée $104,47 08 sept 2026Actuel $104,47 08 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
I'm not abandoning stocks from my chapels like Genova, which makes the turbines, they call them turbines, that turn natural gas into electricity, or Intel...
Transcription Complète
My mission is simple, to make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere, and I promise to help you find it. Mad Money starts now. Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cray America. Let's be my friends. I'm just trying to save a little bit of money here. My job is not just entertainment, but to educate, do some teaching. Call me 1800 743 CBC. Tweet me at Jim Kramer. Look, there's there's more to life and investing than the data center. I get it. The money's huge. It's incredibly exciting. Hardly a day goes by without something big happening. A new model from Open AI that's been on a tear, a revival of Intel that could be gigantic. I like the philosophical debate about the machines becoming our overlords. However, the endless focus on the data center and the anti-data center backlash is obscuring opportunity after opportunity away from it. And I am no longer willing to tolerate you missing these. And that's why after day where the Dow sank 628 points, the S&P shed.58% and the NASDAQ declined.32%. I want to talk to you about some of the other terrific stories that people are indeed missing out on because of data center obsession. No, I'm not saying that I've lost faith in the data center story. Not at all. I'm quite sanguin about it. And I think the group will start roaring again after the election. I'm not abandoning stocks from my chapels like Genova, which makes the turbines, they call them turbines, that turn natural gas into electricity, or Intel, which makes CPUs and is raising prices on them because there's so much more demand than there is supply. We just bought Micron for the travel trust after visiting its world headquarters in Boise, Idaho. I'm going to give a CNBC investing talk Thursday noon, which starts with why I actually sold Corning. You certainly don't want to miss that explanation. So, I still believe in the data center, but I also want to open your eyes to other opportunities. This morning, for example, GE Aerospace spent nearly $12 billion to buy a castings company called Consolidated Precision Products to integrate this key segment into its supply chain. It's vital for both commercial aircraft and particularly defense, both of which are booming. Now, on a day where oil's up, you might not want to focus on anything airline related, but travel's been booming the whole time. the whole time the Iranian wars were going on. This acquisition will pay off quickly for GE, making it more likely that they can accelerate production. This is also good news, therefore, for Boeing, a huge customer. GE that needs to boost its production speed. G is relatively close to its highs, deservedly so. Boeing nowhere near its high yet. The order book is full. Last week, there was this negative article about how Boeing is being hurt by the problemfilled Spirit Aeros Systems acquisition. made that one two years ago. But that actually had to be done because Boeing Light G aerospace needs to get better control of its supply chain. Aha. You say, who needs that kind of problem? Boeing just reported its slowest deliveries in 4 months. I come back and say, wait a second. First, the problems from the Spirit deal are now behind them. You know what? The story is actually old news. Plus, CEO Kelly Ortberg has made it clear that orders would be lumpy. I knew that. And look, I know the high price of oil, particularly jet fuel, is bad news for the airlines. But the higher price of fuel also makes these new engines and airplanes far more valuable than before. Why? They're way more energy efficient. It's a good situation that has nothing to do with the data center. It does require more better tech that AI can help with. Next, have you noticed the incredible run in Robin Hood the stock? I know what that a lot happened here is related to the recent strength in crypto and the excitement of the prediction markets, but that's basically the big picture. Robin Hood owns the youth market. Threearters of its clientele are under 45 years old. The median age is 35. The de their deposits are growing at a 28% clip. Those are staggering figures as is their 28.4 million funded customers. Or how about the buy now pay later uh business. That's a firm. Max Le's company has 28 million active customers. A firm has a it's got a who'su of partners including the biggest Amazon, Costco, as well as Shopify, Target, and Apple, which launches a pricey new phone tomorrow. We just saw their quarter. It was excellent. People are selling it firm because they fear a rate hike from the Fed. I get that. But people will be paying substantially more for the stock without that worry. What matters is that the quarter had so much momentum that I think you'll see great numbers right through the end of the year, holiday season. At the same time, there's some tremendous healthcare companies in bull market mode. Chief among them is a company called Hinge Health, which is a digital physical therapy company. More on that one later. You get the benefit your employer pays the bill. Here's one that's a quandry. Metronic. Metronic, the medical device company, shocked us with a big upside surprise and a major increase in organic growth. It's separating its worrisome diabetes division by the end of the year. I don't want to be in a diabetes division in a world where GOP-1s are ascended. The stock is now where it was when it reported. Yet, it is a vastly improved year-over-year business. To me, that is just crazy. As long as the war with Iran drags on, it's easy to recommend the refiners like a Valero or a Marathon. I don't see it any anytime soon. Not with the US and Iran trading volleys this evening at islands and ships in the straight. But how about a pipeline that moves about 30% of all crude produce in North America? Now I'm talking about Enbridge which has a 5.5% yield. Also has a natural gas, you know, it transports 20% of the natural gas that's consumed in America. Okay, it's Canadian, but it's not caught up in the tariff fight because slapping tariffs on Canadian energy would be economic suicide for our country. When I wrote How to Make Money in Any Market, sending you, by the way, a free sign book if you join the investing club. Now, I didn't know that Enterprise Product Partners was going to be the maybe the single biggest pipeline winner in this country thanks to the war. I didn't see that war coming. The CEO of Enterprise, Jim Teague, has raised awareness for the company's profit opportunity because of the hormone's closing. The margins of some of its liquids like ethane to ethylene, ethylene to polyethylene have soared. As Teague says, the Houston ship channel is now just as important as the straight of her moves. Now there's an endorsement. Stock yields 5.8%. Finally, there's a Amgen. Admittedly, this one takes a little bit of fortitude. was down 44 points today. The stock's declining because it has a drug candidate that's similar to a Novartis product which failed a cardiovascular trial today, sending the stock down $22. Nevada had high hopes for the drug testing for its uh heart attack and for stroke. We won't get a readout on Amgen similar pipeline drug until 2027 or 2028. and it's slightly different. But with this decline, Amjen could remove that drug from its portfolio and the stock probably wouldn't go down all that much more. Now, I'm not saying that every one of these ideas is better than anything data center related. I'm saying that the endless focus on the data center coupled with the incredible backlash against them is going to make for rough sledding between now and the election. We can't have our heads in the sand. But if you diversify away from many things, data center, not all, many, I think the next two months will be a happier, more lucrative time for you. Here's the bottom line. If we were playing am I diversified tonight, I think you'd hear me recommend selling quite a few data center stories right into strength to make sure that you can't be taken down by the anti-data center ground swell that most people in Wall Street are trying to ignore. It's just not worth it to load up the boat. Better to have a few then look elsewhere for the many other opportunities that are right in front of you. How about we go to Spencer in Alabama. Spencer, >> Jimmy Chill, how are you? Spencer, I am doing well. How about you, Chief? >> Doing great, man. I'm calling in regards to an AI stock that I own 200 shares of. I could see it being a big player in the AI boom with 60 billion backlog and August gross profit improvement. Feels incredibly undervalued. The stock is SMCI, Jimmy. >> Okay, so SMCI to me has some irregularities that are related to accounting. I cannot recommend it. I see the momentum. Absolutely. But you know what? I've been saying buy Dell and I think Dell's better than super micro and I am sticking by that. I think it's quite uh even after this big run, it's still very very attractive, right? There's a lot of opportunity in this market. Just have to look a little bit harder and maybe how about this outside pure data center themes on man tonight. It's time for our annual fantasy football stock draft. Stay tuned for which names I think are going to be the big winners this season. We just mentioned one. Then Marbell sank on earnings, but are investors looking past this company's potential? I've got the CEO. And we saw some deal news in the market today, but I think we're due for some more consolidation. That is if we want to stay afloat. I'll explain why. So stay with Kramer. Don't miss a second of MadMoney. Follow Jim Kramer on X. Have a question? Tweet Kramer #madmentions. Send Jim an email to madmoney@cnbc.com or give us a call at 1800743 CNNBC. Miss something? Head to madmoney.cnbc.com. We just had our first real weekend of college football and the new NFL season kickoff is tomorrow. A rematch of the Super Bowl. the defending champion Seattle Seahawks against the New England Patriots. That also means it's time for a new fantasy football season for the Mad Money staff. Tonight, we're holding our trail for the not your average slump dick league. I'm a little despondent about drawing the eighth pick, but I'm trying to stay positive. If you're interested, I'm going to post my final roster for the Ski Daddy's team on X tonight. Oh, and Schlumpa Dick is a Yiddish term that has nothing to do whatsoever with football, but a previous commissioner picked it about 15 years ago, and we've been stuck with it. And every time a new season rolls around, I like to play fantasy stock football here on Mad Money because picking a fantasy team has a lot in common with putting together a diversified stock portfolio. Hey, by the way, of the 11 stocks I picked last year, they're up more than 31% on average, trouncing the 18% gain the SP 500 over the same period. >> That was easy. >> We know how to draft on Mad Money. So, break out your pen and paper and let's get started. Now, we got to start with our quarterback in fantasy good. Boy, you're typically only playing one quarterback per week. And what you want here is consistent production. That's why for the past several years, I've picked Apple as my fantasy stock football QB. As always, own it. Don't trade it. Not only does Apple make the most beloved products in the world. They're playing a very different game from their mega cap peers. Everybody else is spending hundreds of billions of dollars on AI. Apple spending next to nothing just partner with AI companies. They desperately want access to Apple's massive user base. To me, that makes Apple a lot less risky than the other members of the Magnificent Seven. To put that in NFL terms, Apple reminds me of Josh Allen, the quarterback for the Buffalo Bills. Allen's a known quantity. He was the league MVP two years ago. Then last year, he had 25 passing touchdowns, 14 rushing touchdowns, which well, it gives you more points in fantasy football. But the main parallel is that both Apple and Allen are now under new management. For the first time in 15 years, Apple has a new CEO, John Turnis, who officially took over from Tim Ko last week. Certainly, at the end of last season, the Buffalo Bills let go of former head coach Shawn McDermott nine seasons, promoting former offensive coordinator Joe Brady to the position. Next, let's talk running backs. Key position in fantasy. What you want are the equivalent of compounders, stocks that can consistently grow and grow and grow over time. Basically, you want a running back like Nvidia, the other stock on my own it don't trade it list. Now, in the past, I've called Nvidia wide receiver for your portfolio. More of a rapid growth name, but at this point's matured enough to be a running back. That said, Nvidia is still on track to put up 70% revenue growth next year. Don't worry about today's action. It was just crazy down. For the NFL analog, I like probably the best player in the game, Jamir Gibbs. the thrilling running back for the Detroit Lions who can stack up yards and touchdowns both by running the ball and catching passes. He's the complete package. Just like Nvidia's advanced computing platforms, which combine chips, networking equipment, and software, both Gibbs and Nvidia are known for their speed. But overall, this is a comparison all about quality. Just as Nvidia should be one of the first stocks someone buys when starting a uh to build a portfolio, Gibbs is going to be one of the first few players taken in any fantasy draft. Put it this way. I have the eighth pick in my league's draft and there's no way I'm going to be able to get Gibbs. I'm lucky if I get Cam Scatabo. Beyond that, I've got a couple more running backs. Eli Lilly's become a great compounder thanks to his booming GLP-1 weight loss business. For an NFL comparison, we're going to have to stay in Indianapolis where Lily's base and give you Colts running back Jonathan Taylor. Entering his seventh season with more than 7,500 career rushing yards already under his belt. Taylor isn't going to catch anyone by surprise anymore like Lily. But you could probably get Taylor with a mid to late first round pick just like you can now buy Lily at just over 30 times earnings. That's down from 45 times earnings at the beginning of the year. Both represent decent value. For my third running back, let's bring in some new blood, please. I'm bringing in Medline, the largest IPO of 2025. This is a distributor of medical surgical products. I know sounds like expecting tickets. It's a growing business selling its home medical devices, consumables. Came public last December. After a hot start, it's cooled off significantly, pulling back from a high of 50 in February to the mid30s now, only slightly above where it came public. But for those who have patience, I think Medline could be a long-term compounder. It's a real sleeper. Hey, NFL analog. How about the Arizona Cardinals rookie running back Jeremiah Love, the third overall pick in April's NFL draft? Be beyond both being new, I think the analogy holds because both Medline and Love have temporary question marks. Medline's well off its highs in part thanks to a warehouse fire in June. Love has a great track record at Notre Dame, but now he's got an ankle injury. I think these are temporary issues for both. Sometimes it's best to go off the beaten path. Adam Shfter would love Medline. How about some wide receivers? In terms of your stock portfolio, wide receivers are the equivalent of pure growth stocks. They could explode for huge point outputs in any given week. If they have a bunch of catches and score a few long touchdowns, but they're a lot more hit or miss than a running back. What does it sound like? Palunteer. That's right. Palanteer Technology, the software company with a stock that was white hot in late 2024 and most of 2025 before getting ice cold for the first half of this year and only recently turned hot again, rallying more than 60% from it shooting lows. Not bad. When it's working though, there have been few stocks better than Palanteer. They recently poured a magnificent quarter, but the stock also sells for more than 100 times this year's earnings estimates. Not cheap. Best NFL analog for Palanteer. Well, there I like Jamar Chase from the Cincinnati Bengals. one of the best receivers in the league, even as he's coming off a down year last season. Chase also has some injury concerns, making him more risky, like Palanteer's high price during his multiple. Next, for a less risky wide receiver, how about Amazon? Their Amazon Web Services business on fire. The stock's gotten pretty cheaper. It's trading at 20 times this year's earnings estimates. Not many times I remember having it that low. We're going to stay in Seattle for the Amazon analog Seahawks receiver Jackson Smith Nigma who had a breakout season last year and earned NFL offensive player of the year. He might not have the absolute upside, but I think he's more dependable than other top flight options. Call Amazon a sleep at night growtock. JSN offers the same thing for your fantasy team. I love that kid. Finally, I like Dell Technologies for a wide receiver spot riding a wave of insatable demand for its AI services. Hence why the stocks more than quadrupled for the year. The NFL equivalent I I look I I'd say CD Lamb the Cowboys wide receiver feels underappreciated this year just like Dell was entering 2026. Lamb's got a great track record but last year the Cowboys picked up George Pickkins and he did even better. So people are sleeping on Lamb coming into the season. I think he's ready to reassert himself just like Dell's been reasserting itself in tech. You can't double team Dell. Here's the bottom line for this year's fantasy stock football draft. I've given you a quarterback, three running backs, three wide receivers. Stick around after the break for the rest of the draft. Mad Money is back after the break. Coming up, you can't have a full team without great role players. So, Kramer's rounding out his fantasy stock roster next. Before the break, we kicked off our annual fantasy stock football special where I draft a portfolio of stocks. Same way I'd be drafting my fantasy team for the Swamp Part League later tonight. They're two great tastes taste great together. Just as you need different kinds of players to balance out your team, you need different kinds of stocks to diversify your portfolio. That's why I love doing this exercise. So far, you give me a quarterback, three wide receivers, and and three running backs. Those are the core of your team. Now, let's fill out the roster with the rest of the positions. First, you need a tight end. This is a hybrid offensive position. On some plays, the tight end acts like an offensive lineman, charged only with blocking. On other plays, the tight end is indistinguishable from a wide receiver. They're out running routes, catching passes, scoring touchdowns. For the tight end equivalent of our fantasy stock football portfolio, I'm going to pick a new one here. Hinge Health, a relatively new medical technology company that came public last year after a quiet first year of trading. It's had a major breakout and more than tripling from its February lows. Yet, it still remains an under the radar sleeper. Hinge Health is effectively tele medicine for a muscularkeeletal issues. Employers and managed care companies pay for their services for their employees and members because it's much cheaper than traditional physical therapy and much more convenient for patients. It's part healthcare, part technology. Himself Health is on track to put up nearly 50% revenue growth this year, but it's not a growth at any cost operation. The company's profitable. It still sells for 40 times earnings, even after the stocks tripled since February. Okay, so who's the NFL analog for Hinge Health? You know, I'm thinking Indianapolis Colts tight end Tyler Warren for this one. First of all, they're both secondyear players. Hinge is a class of 2025 IPO name that recently exploded higher. Warren's a Penn State product. Was a rookie last year. Put us some solid numbers. Over 800 yards, four touchdowns. But I'm hoping he can break out in the second NFL season just like Hinge did. Next, the final offensive spot on the roster is typically the flex position. This is a concept that's unique to fantasy football. The flex spot can be filled with a running back, a wide receiver, or a tight end. Basically, just want points from from that player. As many as you can, any way you can. For me, I want to play SpaceX for the flex spot. This new IPO is a stock that we want that we want growth from no matter how we get it. The flex term even feels appropriate for SpaceX, doesn't it? I mean, because this is a company that's hard to put in one box. Their oldest and most advanced divisions, Rockets, the launch for higher business. Their most lucrative division, at least for now, is the Starling satellite internet business. But if you're a long-term bull, then you're probably most interested and excited about the company's AI business. At the end of the day though, the shareholders just want to see the stock put some points on the board. Anyway, again, although I acknowledge this one might take a little longer to pay off, especially given that a bunch of restricted SpaceX stock is unlocking as early as tomorrow. So, who's the SpaceX equivalent of the NFL? Well, I'm being real terrible here. I think it's Atlanta Falcons running back Bejian Robinson making the most sense. Like SpaceX, Robinson is multifaceted. In addition, nearly 1,500 yards rushing, seven rushing touchdowns last year. He had over 800 yards receiving and four touchdown catches. Hard to bring down. He's even dabbled a bit in acting with a minor, well, a couple minor roles. One, Netflix's Outer Banks and some Disney Channel show. Robinson is truly a jack of all trades. Of course, both SpaceX and Robinson are expensive in their own way. SpaceX is expensive because the company's currently losing money and the stocks trading at basically 50 times this year's earnings estimates. I'm sorry, sales estimates. Robins is expensive because he'll probably cost you a top five pick in your fantasy draft. But both are about as exciting as it gets in their respective fields. Beyond the offense, there's a spot on your roster for something called a defense, special teams pick in fantasy football. And for the most part, what you want from your fantasy football defense, it's very straightforward. You want them uh you want them to give up as few points as possible, but defense in fantasy is a bit different because you can also get upside from sacks, turnovers, and especially defense and special teams touchdowns. So for our stock market equivalent, I think that Merc's a good fit. As a drug company, Merc's inherently defensive in nature. It does fine even in a bad economy. Good if the Fed chooses to jack up rates, right? At the same time, it can also give you real upside as we saw when Merc's partner Merna put up some promising melanoma vaccine results. There's a reason MK's now up 41% year to date. In terms of the NFL, that reminds me of the LA Rams defense. The only concern is age. The Rams have to do well this year because they're up. It's a ticking clock for them given that the team has so many older players. Merc 2 is racing against the clock to build a pipeline of new drugs that could offset some big upcoming patent expirations from their fantastic Key Truda oncology uh platform. Finally, we have to round out what our fantasy roster with a kicker. In fantasy football, kicker can get negative points if they miss extra points or field goals. So, you really got to have someone with accuracy. But you can also get a nice bundle of points for a long field goal. So, a kicker with range is a nice bonus. As I see it, a kicker is kind of like it's like a good energy stock. It's like Chevron. It usually doesn't trade with the rest of the market because higher oil is bad for everybody else's business. Plus, it's got an excellent 3.4% yield. That's like a steady flow of extra point kicks. But as we've seen, there are times like this year where oil prices are rising and Chevron can give you great returns. So far this year, the stock is up nearly 40%. That's like a a season when your kicker hits a couple of 60 plus yard field goals and earns you a surprise win or two. A couple years ago, Chevron officially moved his corporate headquarters from California to Houston, Texas. So, we think a good analog is Houston, Texans kicker, Kimmy Farburn. He's the second bet Ky Farburn. He's the hardest name to spell in the whole thing. He's second best kicker in fantasy football last year. Verban was perfect with his extra point kicks last season and went 44 for 48 on field goals with the four misses all coming from over 50 yards. Pretty reasonable. You won't catch me reaching for a kicker in tonight's draft. I'm far too disciplined for that. But if I did, Fairband's one of the few kickers who might be worth it. The bottom line, that's a wrap for our annual fantasy stock football draft. Now it's time for me to buckle down because the not your average slumpa starts in about an hour and a half. and our draft. Well, let's just say I got to get to work building my own championship team and I've won a couple of times. Let's go to Dan in Pennsylvania. Dan >> Jim, how are you? Thank you for taking my call. Longtime listener, first time caller. >> Oh, great Dan, thank you. What's going on? >> Uh, my question is Lulu Lemon. Uh, is there any chance for that company to come back? I know they have a low P& they have a new CEO coming in, but uh it seems to me as though uh they have lost their way. And is it a is it a whole buy or sell? I think that this year whatever's going on at that company is just abysmal, whether it be the board, whether it be the execution, whether it be the way that the message. Um I don't like it. I don't like it even right here because it's still it's still got a lot of points that it can fall. Um, I think that it's, you know, look, it's a 10 times earnings, but I don't think it's going to make those earnings. So, uh, at 103, no, I'm going to stay say maybe, I don't know, 85. It's a it it it it's I don't want to say it's a bad company, but it is executing really poorly. All right. Just like you always need a well-rounded fantasy football team, you need a well-rounded portfolio. Hopefully, looking at your stocks in this clinical way, you can evaluate your positions. That's what I want. And diversification, of course. Watch where we make money at including my exclusive with Marll. Then this market is in need of one big thing and without it everything's at risk and why we pull back some of our positions for the travel trust and all your calls of course rapid fire tonight's edition of the lightning round. So stay with CRA. What the heck just happened to the stock of Marll when it reported a week and a half ago? This semiconductor company with a major data center exposure reported a healthy beat raise yet the stock plunged more than 10% the next day. Seems silly. Why did it get hit so hard? Some of that's because the expectations were extremely high since the stock's been on fire. Some of it's because we got more color on Marll's collaboration with Google. They're making chips to rival Nvidia, but it turns out it'll be years before they really start boosting the numbers. Still, the company's making fortunes versus what we thought it could not that long ago. Earlier today, we spoke with Matt Murphy. He's the chairman CEO of Marll to get a better sense of what's happening here. Take a look. >> All right, so Matt, welcome to New York. This has been a remarkable time for the company. I've never seen these many great things happen at your company right now. >> Yeah, thanks Jim. I mean, it's been a it's been a lot of change this year in the positive sense. I mean, when I was on your show in December, I think in some ways I was on the defense and you asked me some very pointed questions about competition and things like that. Uh, turns out all that was overblown completely and >> and these were pressed comments that said that you were going to lose certain contracts that were just untrue, frankly. >> Right. Exactly. So, we've moved past that and actually I was looking back at that time we were guiding this year to be 10 billion in revenue and next year 2027 at 13.5. We're now at 12 for this year and 18 for next year. So, we've gone from 23.5 billion last December over the 2-year period to 30 and we're just in September right now. So, that's up like almost 30% in that time frame. So, clearly things have gone well. We announced, you know, huge partnership with Nvidia, which Jensen and I came on your show to talk about, >> including a stake >> and uh including an equity investment and then also uh recently a partnership with uh a warrant agreement with Google. So, a lot of good stuff's been happening. The numbers have been great. Company's firing on all cylinders. So, >> all right. Well, we're going to go into those, but first, everyone's excited about October 6. >> I'm which is your meeting. I'm excited about an October 6 meeting you gave 5 years ago, >> right? >> Where you told me what could happen and you told me that almost no one believed you. It turned out to be much bigger than even you thought, didn't it? >> Right. It it did. I mean, I'll give you kind of two data points. Five years ago, we had our last full-blown investor day, and we talked about a growth rate for like a three-year period of 15 to 20% per year with operating margins in the 38 to 40% range, that type of thing. Uh, it's 5 years later. If you look at the 12 billion, we would have grown over 20% a year compounded for the last 5 years. Uh, we said we'd hit the operating margin target range uh in Q4. So we we did what we said. Two years ago, we did a very specific AI investor event in New York. And at that time, we had, you know, things had had gotten better. We had talked about doing 15 billion in data center revenue in 2028 off a $2 billion base from 2023. Okay. Where we're at right now, if you look at the $18 billion total Marvel for next year, over 15 billion of that's going to be from data center. Basically, we've come in a full year and taken the company from, you know, 2 billion in change in data center revenue 2023 to, you know, 156 billion next year. Now, you >> So, it's gone very well. It's been fantastic. It was a big It was a big It was a big ramp we have. >> It's been the biggest I've seen. But let's talk about the one that may be and I've discussed with you offline. When someone says you're the next trillion dollar company and your company in the dollar bets in $219, what do you do? And I'm talking about Jensen anointing you because it had to be a surprise. And holy cow, I mean, you could argue it's a it's a it's a target on your back. Or you could say, I'm going to live up to that man. Where are we? >> Right. Yeah. So at Comp Computex in June, I gave a keynote presentation, my first one, and Jensen was one of the guest speakers I had and we were talking at that time about how in the in the AI cycle, we've had the compute wave, right, which was all the GPU XPU companies. That was a huge ramp 2, three years ago. It's still going. Then we had the memory cycle >> and then what I was talking about was the connectivity wave, right, which is now all the connectivity required to connect all the memory and the compute together. And then Jensen came on stage and um you know I think backed up that vision and and and certainly had a had a high high hopes for the company. Look, I would say this um we're driving the company uh to you know levels that I probably couldn't have imagined 10 years when I became CEO. >> Uh but the the future is very exciting and and investor asked me the same thing recently. Hey, you know, you're how do you get from here to there, >> which is like say four times the valuation increase uh roughly four or five times. And I said, look, when I became CEO in 2016, our valuation, our market cap is up like almost 40x >> since that time. So, look, we got another four to go and it's not easy. >> And um you know, that's I think there's an aspirational number out there for sure. We're just focused on driving the business, right? creating the value for the shareholders along the way and uh I'm I'm very excited about this October 6 to give our kind of new 5year marker four to five year marker of where we can go. Now I'm and I'm going to take it and I'm going to believe you and then some if you had listened to previously. Now uh when Google comes in at Alphabet and they're they want basically 59 million you could argue Marvel shares roughly 7% of the company. Don't you say to yourself guys look you don't need to do this. We're thrilled just doing the business. Obviously they want a partnership very very badly. You could have just taken a contract >> right. Yeah. I mean, so if you if you back up, so we have a long-standing history with them. Um, I think if you look at the economics and what was put on the table and you look at the total value of the warrant, which is um which is 120 billion total cumulative revenue to go get the 6.5%. >> Um, we felt that that that trade was was well worth it. I mean, what it really says at at a high level is we have customers that want to partner with >> and they want to be part of our success and >> and I think some of it frankly is I've known you for a very long time. They do want to be part of your success. You've been straightforward. You've come out of nowhere. You've done an amazing job. They want to partner with Matt Murphy. >> Well, I think so. I think they want to partner. I'll tell you this. in in this market, these large hypers scale customers and the ecosystem around it, it's really based on trust. Yes. >> In the end, >> can you trust the engineering team and the company's going to deliver the chip? Can you trust the management team that they're going to shoot you straight? Can you trust that the capacity and the supply is going to be there? And can you trust the CEO at the end of the day that's going to do right by you? And I think we spent 10 years building the business here. This is no fly fly by night new thing that we just got into. We called out this data infrastructure >> opportunity in 2016 >> is the next big wave. >> Okay. And so I've been building this company from a very different point of view from 10 years ago into one that's focused on that market and I think trust has been a huge part of it and our brand and our credibility. Is trust uh tougher with Amazon which you have an amazing relationship when they turn around they do a deal with Qualcomm that arguably could have gone to you or because this your stock is up maybe I'm making the wrong judgment maybe that's a separate kind of business. >> Yeah. Well, I'd say this. I think it's a it's a competitive market and kind of per my earlier comment AI's now become the market to be in. >> Yes. But this is the market we identified 10 years ago. So we've been quietly and slowly and now more publicly because we've gotten bigger building that business up. We have meaningful relationships with all the big four hyperscalers. We actually do custom silicon gym for all four on optical connectivity. We are the market category leader. We effectively invented the category with Infi, which is a great company that we merged with and acquired in 2021. that team has done phenomenal and that connectivity supplies across the entire ecosystem. >> So we're very confident in our position in how we've evolved in this market across all the US hyperscalers and the entire ecosystem. >> Well, we we should also talk about I mean I was shocked you were gave a terrific intro to lip bhutan in 2022 for the noise award. So it's not just optic and it's not just AI. You have tremendous relationships even say with Intel. >> Absolutely. We are basically the Switzerland of this entire market right now. We work with everybody. Um and I think the fact that we are agnostic to the XPU or the GPU and because we're the leader in optical connectivity which is effectively a merchant product. It sells across all of the different um customers and the different types of connectivity. So, we have the broadest product line with the highest performance. And that's very valuable to these customers. >> Well, look, I want to congratulate you on all your success, including coming on here uh when the stock was appreciably lower, having bought a lot of stock and just faced the music and said basically, "Yes, you're the signal. The rest was noise." Those who believed you caught a triple. Those who didn't, I have nothing to say to them. Hey, a bunch of us, you know, myself, my CFO, and my two group presidents, we all bought stock in the mid70s. >> Well, people should look for that when you're trying to find a stock. Look for a conviction. Matt Murphy, Marbell, chairman and CEO. Congratulations, and we'll look forward to October 6th. >> Thanks, Jeff. >> Thank you. >> Yeah, money's back. >> Coming up, he's the fastest mind on Wall Street, so we're putting him to the test with your help. Bring on the lightning round next. Quick reminder, this limited time Labor Day opportunity to join CBC Investing Club ends soon. And of course, what do you get? You got a signed copy of my latest book, How to Make Money in Any Market. So, here's what you got to do. You got to open your phone. You got to scan the QR code or write this one down. Visit cnbc.com/cramerclub. cnbc.com/cramer club and do it today, please. Limited time only. AND NOW IT IS TIME. IT'S TIME FOR the lightning round. And then the lightning round is over. Are you ready? Ski D. The light with Darren in California. Darren. Hey, how you doing, Jim? Booyah. >> I am doing well. Booyah. What's going on? >> Hey, I wanted to know about uh Joby Aviation. I uh >> Okay, I've been against Joby because it's losing a lot of money and I'm going to stick with that position. It's an interesting spec, but I would not put my money in it. Let's go to Sam in Massachusetts. Sam. >> Jim, listen. With all the shortage in musicians, I've been looking at the steel industry, specifically RS. The stock has outperformed the S&P and I think it's slated to do well as many >> RS is terrific. I prefer New Core, but you're absolutely right to bring me RS. It's a very, very good company. Now, we're going to go to Tony in Florida. Tony, >> hey Jim, I want to thank you. I'm a a club member since day one and everything's been great. >> Thank you, buddy. Thank you very much. >> I want to ask you about a um a company that owns a bunch of malls because we go there every weekend. We go to TJ Maxx and we go to HomeGoods. It's the uh Simon Properties Group. Should I buy one? >> Oh my god. Simon Properties 4 and a quarter% yield. It is so great. I'm gave you two. I also like Federal Realy. Both of them are excellent. Let's go to Federal Realy is shopping centers. Let's go to Bob in Ohio. Bob, >> hey, good evening Jim and thank you for taking my call. >> Of course. Thank you. Um, my question is about a company that operates in Southeast Asia and is a hybrid of both the Uber and Door Dash business models. They also have a growing fintech banking segment embedded in the business. Grab Holdings had 3.4 billion in revenue last year and a net profit of 200. >> Okay, I'm going to interrupt you. I have never liked Grab Holdings. I have said that I did not think it was a situation that is worth our investing time. It is now down to three. I think it's a $3 spec. Remember, stocks do stop at zero. Let's go to Bill in Texas. Bill. Booyah. Jim. Booyah. Bill, you you're the man. >> Thank you so much. >> Thank you so much for all your wisdom and expertise. >> Thank you. Thank you, Bill. Thank you. >> Was was wondering if after a pretty significant pullback, would now be a good time to take a look at Trinity Industries TRM. >> Yes. Yes. rail car shouldn't be down this much. I like your thinking. You waited for the big hit. Now it's in a good place. I would pull the trigger. Let's go to Spencer in Alabama. Spencer, >> I love the things that have been happening in the medical community, especially with the advancements with breast cancer and COPD with Astroenica. What's a long-term play? >> All right. Now, Astroenica reminds me of a company. It's not unlike the Vartis. I'm a little nervous about it. It's been missing some of its trials. I don't think a COPD is enough to change my mind. By the way, I do think GOP D-1's be really good on COPD. I am not going to put my money on Astroenica. And that, ladies and gentlemen, is the conclusion of THE LIGHTNING ROUND. The lightning round is sponsored by Charles Schwab. Coming up, there's one thing Kramer thinks this market desperately needs ASAP. He's explaining what it is next. Booyah. Jim Kramer. I'm a first time caller, a happy club member. I want to thank you for being the people's champion of investing. >> Thank you for helping me become a millionaire. This market needs some consolidation and we need it fast. I want more deals like we got today when GE Aerospace bought Consolidated Precision Products for 11.75 billion in part to boost its defense business. G bought this one from a pair of private equity firms. Of course, it'd be better if it got some acquisitions of publicly traded companies because there's just too much stock for sale out there. Right now, the most salient part of the tape is the ongoing roll out of SpaceX. They've been unlocking their shares gradually and Neutron comes off restriction tomorrow. 319 million shares or 7% of the shares that are subject to the early lockup period. Currently, only 1.87 billion shares or 14% of the company is now free to trade. There seems to be an endless amount of supply that staged at the markets. So far, there's been far less supply than feared, though. That's because while the stocks up nicely from the IPO, it's not up enough to trigger on additional lockup expirations that could have happened. Plus, people seem to have a lot of faith in Elon Musk, don't they? So, they're sitting on the shares even if they don't have to. But over the next year, we're looking at massive amounts of stock coming off the sidelines here. Meanwhile, the underwriters are teeing up an IPO for Aura. That's that smart ring maker. It's a deal that could value the company at $16 billion. I see that SP Energy, a deal backed by Soft Bank for power and data centers is in the hopper. $5 billion offering possibly as well as a small deal for Wella. Yeah, that consumer products gem might come public this fall be KKR deal. But lurking is anthropic and perhaps more important anthropic numbers. If it's solidly probable, the kind of revenue growth we've heard about, it could be a gigantic IPO and investors will sell all sorts of other stocks in order to raise money to participate. Right on top of that, there's Open AI, which just put out a new model called Astra that seems to rival to rival and probably most powerful offerings. By this time in the year, you'd usually expect some takeovers that would free up some cash though to allow managers to partake in these coming deals. Probably all vying to be the largest ever. We were supposed to be in the golden ear of merger acquisitions, weren't we? Buying regulators. So far, we have little to show for it. Question is why? First, just because the federal regulators are on board. That doesn't mean the states are. 12 states attorney general are suing to block that Paramount Warner Brothers deal. It's not clear what would appease them. But they're holding up an $81 billion transaction, not including debt. Second, Wall Street isn't exactly wrapping these deals up. When we learned that Solstice Advanced Materials was buying Element Solutions for $14.5 billion in cash in stock recently, the deal fell apart. Shareholders hated it. Solstice saw it stock crush. 7 weeks later, they canceled the merger. Stocks came rolling. The stock came rolling back. Finally, the Feds have shown no sign that they're eager to block bank deals where there could be hundreds of mergers to consolidate a very unconsolidated industry. They quickly bust the biggest deal, Santandere's 12.3 billion purchase of Webster. That's a terrific bank headquartered in Stanford, 95 branch of Connecticut, 76 in New York, and 18 in Massachusetts. This deal could increase competition in these areas. But more important, it was seen as the beginning of a new wave of bank mergers. So far, that hasn't happened. Of course, look, this year hasn't been a bust for M&A. It's uh it's well ahead of last year, more than $1.1 trillion of transactions. But many of the biggest deals have yet to close, including next year, Dominion, and Fox Roku. More important, I'm not hearing anything new in the works right now. None of this would matter if interest rates were as low as they used to be. But when you can get a 5.2% return for a 30-year piece of paper is almost risk-f free, that represents serious competition in the stock market. And with the new next data center equity deal always just a few feet away. I don't know about you, I'm growing weary of all this new stock. It's something you need to watch because as I always say, nothing stops a bull like too much new stock supply and not enough spare cash to handle it. Like I said, there's always bull market. I promise I find just for your hero man money. I'm Jim Kramer. See you tomorrow. >> All opinions expressed by Jim Kramer on this podcast are solely Kramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates and may have been previously disseminated by Kramer on television, radio, internet, or another medium. You should not treat any opinion expressed by Kramer as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Kramer's opinions are based upon information he considers reliable, but neither CNBC nor its affiliates or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. To view the full MadMoney disclaimer, please visit cnbc.com/madmoney disclaimer.
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