>>> MY MISSION IS SIMPLE, TO 34 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 CRAMER. WELCOME TO "MAD MONEY. WELCOME TO CRAMERICA I'M JUST TRYING TO MAKE YOU MONEY. MY JOB TO EDUCATE AND TEACH AND TELL YOU HOW DAYS LIKE TODAY COME ABOUT CALL ME AT 800-743-CNBC OR TWEET ME @JIMCRAMER. WHAT HAPPENS WHEN WE HAVE A HON ST -- MONSTER RALLY AND NOBODY KNOWS HOW IT HAPPENED? CAN'T BE INTEREST RATES, THEY WENT HIGHER TODAY. CAN'T BE EARNINGS. WE HAD MONUMENTAL BLOWUPS IN TECHNOLOGY CAN'T BE THE DOLLAR HEADED IN THE WRONG DIRECTION BUT THE MARKET ROARED WITH THE DOW SURGING 828.52 POINTS. S&P SOARING 2.46% AND THE NASDAQ POLE VAULTING 2.87%. WHOA, YOU KNOW WHAT? THIS IS A GROWING RESIGNATION IT'S NOT LITTLE THINGS THE RATE HIKES ARE PAYING OFF. BUSINESS IS SLOWING EVERYWHERE HOUSING, AUTOS, DATA CENTERS, RE RETAIL, PRICES ARE COMING DOWN FOR YOUR HOUSE LAYOFFS. YOU THINK THIS IS NEGATIVES BUT WE'RE IN BAD NEWS IS GOOD NEWS MOMENT BECAUSE THE FED NEEDS TO SEE BAD NEWS BEFORE THEY TAKE THE JACKHAMMERS OFF OUR NECKS. WALL STREET BELIEVES WE'RE GETTING CLOSER TO THE END OF THIS NASTY TIGHTENING CYCLE, THAT'S WHY I'VE TOLD YOU FROM THE BEGINNING TO STAY THE COURSE BECAUSE I WANTED YOU TO CAPTURE THESE. YOU MIGHT KNOW WHEN THESE ARE OVER TO GET BACK IN WHEN THEY HAPPEN, ESPECIALLY WHEN YOU'RE SOMEONE THAT'S BEEN THROUGH A NUMBER OF THEM LIKE TODAY IS THE DAY. IN REALITY, IT'S A TOTAL DARK BEFORE THE DAWN SITUATION. YOU HAVE TO ASK YOURSELF WHAT WOULD THE DARKEST MOMENT LOOK LIKE LONG BEFORE THAT MOMENT OCCURS THIS TIME THE DARKEST MOMENT IS LOOKING LIKE THE COLLAPSE OF THE BIG TECH BOHEMITH. YOU HAVE WEAKER MACRO NUMBERS AND INVINCIBLE MICROSOFT, ALP ALPHABET, AMAZON, THE TOTAL ANNIHILATION OF META PLATFORMS THE TIMING FEELS RIGHT WE EXPECT THEM TO RAISE RATES ANOTHER 75 BASIS POINTS. WE WANT THE MEANS BUSINESS THING BUT THEN I THINK THE FED WILL SAY WE HAVE TO WAIT AND SEE. THEY WON'T HAVE TO WAIT AND SEE LONG BECAUSE ON FRIDAY WE HAVE THE NON-PHARM PAYROLL REPORTS AND I BET IT WILL SHOW, YES, WEAKER NUMBERS THAN ANYONE EXPECTS. WHY ARE SO MANY PEOPLE BUYING STOCKS AHEAD OF TIME RATHER THAN WAITING FOR THIS TO PLAY OUT SIMPLE YOU CAN'T DALLY. HISTORY SAYS IT DOESN'T WORK HISTORY SAYS IF YOU WAIT FOR THE ALL CLEAR SIGNAL, YOU WILL BE TOO LATE AND MISS NOT SOME OF THE MOVE BUT THE BULK OF THE MOVE WAIT UNTIL THE LAST REMAINING NUMBERS OF THE MARKET'S LEADERSHIP GET CUT DOWN AND THAT'S YOUR CHANCE THE WINDOW OPENED WHEN META CAME DOWN AND THE EMPLOYMENT NUMBERS WILL BE WEAK WHICH IS THE SIGN THE FED CAN TIGHTEN LESS AGGRES AGGRESSIVELY THERE WILL BE ONE GIANT FALSE ALARM. WHAT YOU SAW THIS WEEK IS EXACTLY THE WAY IT'S PLAYED OUT FOR EVERY FED TIGHTENING CYCLE I'VE BEEN INVOLVED IN SINCE 1982 I THINK THE ACTUAL DARKEST MOMENT WAS THIS VERY MORNING WHEN APPLE WAS BLEEDING ALL OVER THE FLOOR, AMAZON BENT, SPINDLED, MUTILATED, THRASHINGS ON TOP OF MICROSOFT'S MELTDOWN AND A BORING CYCLICAL BUSINESS AND ADVERTISING LIKE A FISH WRAPPED EVENING NEWSPAPER AND META GOING COMPLETELY ROGUE ON US WITH MARK ZUCKERBERG'S LEADERSHIP FINALLY TAKING A TURN NIXON WAS BAD. THESE ARE THE STOCKS THAT LED THE MARKETS RISE FROM THE GREAT, ASHES OF THE GREAT RECESSION AND COLLAPSE ALL AT ONCE YOU SIMPLY CAN'T GET A NEW BUSINESS CYCLE, A NEW EXPANSION WITH NEW LEADERS UNTIL THE OLD LEADER HAVES BEEN TAKEN OUT AND GIVE ME A FAKE VALENTINE'S DAY MASTERED FIRING SQUAD INVESTORS SEE THESE FALLING AND DECLARE VICTORY BECAUSE THEY SEEN THIS STORY BEFORE I'VE SEEN THIS STORY BEFORE. IT DOES MEAN WE NEED TO STAY TRUE TO FORM FOR EXAMPLE, ON MONDAY, THEY HAVE A TON OF AUTO BUSINESS. WE WANT TO SAY WOW, BUSINESS IS GREAT CAN'T WAIT, NO THEY NEED TO TELL US BUSINESS IS SLOWED IN SOME CASES DRAMATICALLY AND THAT THEIR FORECAST HAS TO BE CUT BECAUSE OF COURSE, BAD NEWS IS GOOD NEWS FROM THE FED'S EXPECTATIVE TUESDAY MORNING NEW LEADERSHIP AND IN THIS MARKET THE HEALTH CARE STOCKS ARE KINGS BECAUSE THAT'S WHAT YOU BUY WHEN THE ECONOMY SLOWS DOWN A CHANCE TO SHOW HOW IT CAN SHINE WITH THE FABULOUS DIABETES DRUG I WANT THEM TO KEEP EXPECTATIONS LOW, THOUGH, AND I BET THEY WILL DO THAT. THEY'RE REALLY GOOD AT THAT. THEIR THEY'RE REALLY GOOD. I LIKE THAT COMPANY. WE NEED REAL BAD NEWS HERE, SOMETHING LIKE UBER HAS ECONOMIC SENSITIVITY. WHAT DOES THE FED WANT TO HEAR THEY WANT TO SAY YOU KNOW WHAT AFTER LONG TIME OF NOT PAYING ENOUGH DRIVERS, WE HAVE TOO MANY DRIVERS. THEY'RE EVERYWHERE BUT WE DON'T HAVE PASSENGERS. THEY CAN'T AFFORD IT THAT'S WHAT YOU WANT TO HEAR THEY WANT TO HEAR ABOUT CASH STRAPPED PERFORMERS. DON'T SHOOT THE MESSENGER. THAT'S WHAT THE FED WANTS. DEVIN IS DOING WELL AND PLAYS A GREAT DIVIDEND BUT YOU DON'T WANT TO BUY THE OILS WHEN THE ECONOMY IS WEAKENING THIS GROUP WILL BE UNDER PRESSURE BECAUSE OF THE WORLDWIDE SLOWDOWN WE'VE PULLED BACK FROM THE TRAVEL TRUST AND YOU CAN FIND THIS STUFF AS YOU KNOW BY JOINING INVESTING CLUB IF YOU WANT TO KNOW MORE. WE STILL LIKE THEM WE STILL OWN THEM BUT NO LONGER BIG IN THEM. WHY? BECAUSE WE'RE IN A DEFLATION ENVIRONMENT NOW AND THEY DON'T FIT. AMD REPORTS. WHY? THEY PREANNOUNCED THE NUMBERS. I WANT TO KNOW IF THE INTEL CEO WAS RIGHT WHEN HE TALKED ABOUT HOW HE WAS DESTROYING COMPETITION AROUND HIM, TAKING SHARE AND DIDN'T MENTION AMD BY NAME NO LONGER AS NICE AS HE USED TO BE, WHICH IS WHY I LIKE HIM MORE EVERYTHING WEDNESDAY WILL BE DROWNED OUT BY THE FED WHICH IS TOO BAD BECAUSE WE SOME VERY ATTRACTIVE COMPANIES REPORTING HUMAN THAT, MY HEALTH CARE PROVIDER AND CVS WHICH IS GOING DOWN THEY HAVE GOOD NUMBERS CVS PULLED BACK HARSHLY. IT'S CONSIDERED A COVID PLAY HUMAN THAT IS A POST COVID DARLING. THE SEMIS MAY NEED TO EM PLOID -- IMPLODE IF THEY CONTINUE AND QUALCOMM BUT GIVEN HOW FACT THEY HAVE FALLEN, I WOULDN'T BE SURPRISED -- THIS WILL SHOCK YOU. I WOULDN'T BE SURPRISED IF YOU GOT A GUIDANCE CUT AND THE STOCK WENT UP $5.38. I LIKE TO BE PRECISE THURSDAY STARBUCKS REPORTS AND IT COULD BE A SURPRISE TO THE UPSIDE BECAUSE IT'S ONE OF THE FEW COMPANIES IN THE WORLD THAT'S BEEN ABLE TO THRIVE IN CHINA DURING THE LOCKDOWN PHASE, MADE IN CHINA, FOR CHINA NUMBERS ARE STRONG HERE AND I THINK THE NEW MANAGEMENT WILL COME OUT OF THE GAME HOT AS -- HOW HOT? A VENTI CAPPUCCINO WITH HOT FOAM AND THROW IT IN YOUR FACE. FAY B PAYPAL IS A CHANCE TO REGROUP. DOOR DASH IS INVITING STEP 'TIS -- SKEPTICISM BECAUSE PEOPLE LOVE TO GO OUT DOOR DASH TAKES A BIG CHUNK, NOT THE FOOD, THE MONEY. WE'LL BE TOTALLY INFORMED WITH THE NON-FUND PAYROLL REPORT. LET ME BE SPECIFIC WHAT WE'RE LOOKING FOR. STABLE WAGES WE'RE NOT GOING TO SEE A DECLINE IN WAGES IT'S TOO EARLY SEE THEM STABILIZE BUT WE NEED LAYOFFS IN HOT INDUSTINDUSTRIES PARTICULARLY SILICON VALLEY. YOU CAN'T GET A REDUCTION IN WAGES UNTIL YOU SEE MANY PEOPLE LOSING THEIR JOB BUT THAT'S WHAT THE FED WANTS TO SEE IS THE FED A BUNCH OF HEARTLESS GRINCHES NAH, JAY IS TRYING TO DO HIS JOB AND DO IT RIGHT. AND HE'S WINNING AND BY THE WAY, WHEN THIS IS OVER, EVERYBODY WHO MADE FUN OF HIM DURING THIS PERIOD IS GOING TO GET A VERY NASTY LETTER FROM ME THE BOTTOM LINE THSHL, THIS MARS TRADING LIKE WE'LL SEE REAL SIGNS THE FED IS WINNING AND WAR ON INFLATION AND CAN EASE UP ON THE RATE HIKES GOING FORWARD AND WITH THE BEAR TURNING 1-YEAR-OLD THIS MONTH, I WOULDN'T BE SURPRISED AT ALL IF THE MARKET GOT IT EXACTLY RIGHT I WANT TO GO TO DAVID IN CONNECTICUT, DAVID >> Caller: HEY, JIM. I AM A LONG-TIME FAN AND I'M ALSO A CLUB MEMBER AND I'M ALSO -- >> YES -- >> Caller: SO I'M VERY, VERY J JEALOUS THE PHILLIES MADE IT. >> JEALOUSY DOESN'T BECOME YOU I DON'T LIKE THAT. DAVID, ONE DAY WE'LL GO TO A GAME TOGETHER AND HAVE A DYNAMITE TIME. WHAT'S HAPPENING >> Caller: ABSOLUTELY. WE'RE FOCUSED ON COMPANIES THAT MAKE THINGS AND MAKE PROFITS AND I'M ON BOARD WITH THAT I DO STILL HAVE A SMALL POSITION IN UPSTART HOLDINGS. I'VE BEEN SELLING IT INTO STRENGTH BUT STILL HAVE SOME LEFT I'M WONDERING IS IT WORTH HOLDING ON TO OR JUST SELL IT ALL AT A LOSS? >> NO, LOOK, IT'S DOWN 84% FRL THE -- FOR THE YEAR THAT'S PUNITIVE. 84%. MY TAKE IS BUY A COUPLE SHACKLES BEFORE THIS ROLLS OVER AGAIN THIS MARKET IS TRADING LIKE NEXT WEEK WE'LL SEE REAL SIGNS THE FED IS WINNING THE WAR ON INFLATION AS I TOLD YOU THEY WOULD BECAUSE THEY ALWAYS DO AND I WOULDN'T BE SURPRISED IF THE MARKETS GOT IT RIGHT THIS TIME HEY, ON "MAD MONEY" TONIGHT. WE HAVE PINTEREST ON COULD THIS BE THE BEGINNING OF A MOVE FOR THE SOCIAL MEDIA STOCK? I ACTUALLY THINK IT WILL BE. WE'LL CHECK WITH THE CEO DO YOU HAVE WHAT IT TAKES TO DRESS YOUR PORTFOLIO AND SURREAL. DON'T MISS MY EXCLUSIVE. WHAT DO YOU DO HERE? WHY DON'T WE CHECK IN WITH TAYLOR MORRISON HOME AND FIND OUT? I'M GOING TO TALK TOP BRASS OF THE COMPANY, YOU KNOW WHAT STAY WITH CRAMER >> Announcer: DON'T MISS A SECOND OF "MAD MONEY." FOLLOW @JIMCRAMER ON TWITTER HAVE A QUESTION? TWEET CRAMER #MADTWEETS. SEND JIM AN EMAIL TO "MAD MONEY" AT C NSHNBC.COM OR GIVE US A CAT
