Mad Money w/ Jim Cramer 10/22/25

Summary

Mad Money w/ Jim Cramer – October 22, 2025 Episode Summary

Episode Overview

In this episode, Jim Cramer tackles the oft-misunderstood dynamic between companies' performance and their stock prices, particularly after strong rallies and earnings reports. He explores how "profit taking" can mask the reality of sound businesses suffering stock declines, provides in-depth analysis of trending companies like GE Vernova, Vertiv, Thermo Fisher Scientific, and Netflix, and fields callers' questions in his trademark "Lightning Round." The episode is packed with actionable advice, cautionary notes about speculation, and Cramer's fiery market takes.

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Key Topics & Highlights

1. Market Volatility: “Broken Stock, Right Company”

[01:55]–[10:30]

• Market Selloff Context:
  The day saw the Dow decline by 334 points, the S&P 500 drop 0.53%, and the Nasdaq fall 0.993%. Cramer points out that many stocks fell despite companies posting strong quarters—demonstrating that stocks and companies, though connected, don’t always move alike.

• Clarifying “Profit Taking”:
  Cramer expresses dissatisfaction with how “profit taking” is used to explain dips, arguing it’s often an oversimplification.

• Examples:

  • GE Vernova:
    Had "excellent order growth" driven by data center needs, and a potential partnership with OpenAI (per CEO Scott Razak). However, as Cramer notes, "Giving over stock was already up almost 80% for the year... But in the end, management didn't raise their full year forecast... So what happened? Sell, sell, sell."
    (Quote: “Stock wrong, company right.” — Jim Cramer, [04:16])

  • Vertiv:
    Another company with organic orders up 60%, but the stock dropped after a massive run. Cramer quotes Chairman Dave Cote:
    “Well, this is a very strong quarter by any measure. Although I got to say by looking at the stock price reaction right now, I wonder what would have happened if we hadn't blown the doors off every single metric.” ([06:44])

  • Intuitive Surgical:
    Surprised on upside due to “after hours use” of its Da Vinci machines, leading to a 14% stock rally. Engagement surged because few expected this acceleration.

  • Contrasting Example – Capital One:
    Surprises with a decline in credit problems, stock jumps as expectations were pessimistic.

2. Caution on Speculative Stocks

[07:30]–[10:30]

• Speculative stocks are under severe pressure. Insiders are selling, companies are issuing more shares to raise cash, and meme stock behavior signals “froth” is being drained from the market.

• Memorable warning:
  “When you get the kind of destruction of the froth that we've had in the last 10 days, it isn't easy to put Humpty Dumpty back together again. Even with the best of Elmer's, he tends to stay broken.” ([09:50])

• Advice: Trim positions in deeply unprofitable, speculative plays.
  “It is still not too late to sell them on the coming bounce of which there will be one. That bounce worked to sell in 2000 and it will work for you again.” ([10:20])

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3. Lightning Round: Stock Takes & Personal Finance Advice

[10:30]–[12:07]
Selected caller highlights:

• PayPal: Not convinced by the new CEO. "He's got to start delivering numbers." ([10:53])
• ADP: Facing negative analyst research but “it is an excellent company” and worth holding.
• Thermo Fisher: Teases upcoming interview about the company’s strong quarter and potential breakout.

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4. Executive Interview: Mark Casper, CEO of Thermo Fisher Scientific

[14:28]–[21:17]

• Quarter Overview:
  “It's great to be here after a terrific quarter where we really had outstanding financial performance and made great progress with innovation, completed a couple [of] acquisitions and a really exciting opportunity with Open Air.” — Mark Casper ([14:59])

• Growth in Tough Markets:
  Despite challenges, “In the toughest market you still did well, China was actually good.” — Cramer ([15:20])

• OpenAI Collaboration:
  They’re co-creating solutions to speed up drug development—shortening time to market and reducing costs.

• Neurodegenerative Disease Research:
  New proteomics capabilities for biomarker discovery, aiding research into ALS, Alzheimer's, and Parkinson’s.

• Reshoring & Manufacturing:
  $1.5B invested in U.S. pharmaceutical manufacturing; acquisition from Sanofi expands U.S. drug production.

• Strategic Acquisitions:
  The recent Solventum acquisition fits seamlessly into their growth strategy.

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5. Post-Earnings Analysis: Netflix

[22:26]–[29:43]

• Stock Reaction:
  Stock is down almost 10% after earnings, but Cramer argues, “this sell-off is an overreaction.”

• Earnings Details:
  Revenue grew 17.2% year-over-year; a large one-off Brazilian tax charge dragged operating income below expectations.

  • Without the tax charge, Netflix would have posted a "monster earnings beat." ([23:55])
  • CFO says the charge is nonrecurring: “We don't expect this matter to have a material impact on our results in the future.” ([24:49])

• Strategic Position:
  Netflix’s ad business is strong and growing, content slate is loaded with blockbusters, and margins are rising in the absence of the tax anomaly.

• Cramer's bottom line:
  “As far as I'm concerned, Netflix has great revenue growth...nothing about this quarter makes me doubt the company. The only thing it's changed is the stock gotten a heck of a lot cheaper, which is why I think this is an incredible buy, buy, buying opportunity.” ([28:56])

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6. Executive Interview: Giova Albertazzi, CEO of Vertiv

[31:42]–[37:42]

• Quarter Review:
  Vertiv delivered record results—organic orders up 60%, 30% backlog increase, raised full year guidance.

• Stock Reaction:
  Drop seen as “profit taking.” Albertazzi: “What matters is the long term trajectory and we're proud of a very strong trajectory.” ([32:29])

• Business Strength:
  Vertiv’s scale, technology innovation, and strong partnerships with hyperscalers (like Oracle, CoreWeave) keep them ahead.

• Risks:
  Asked about emerging technologies and different data center approaches, Albertazzi is unfazed—heat generation is “not so much the copper or...other type of ways of transmitting data...what generates heat is, are the electronic components themselves and that generation of heat will continue. If anything there is a concentration of heat...” ([36:50])

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7. Lightning Round – Buy, Sell, or Hold

[38:09]–[42:47]

Highlights (with Cramer’s direct takes):

• Mountain (MNTN): Sticking by it. “I liked at 20, so I can't tell you at 15 that I don't like it.” ([38:59])
• Constellation Energy: Great company, but “it’s up too much, Don, I'm afraid to tell you to buy it right here.” ([39:47])
• MVST: Likes it—“It actually makes money. This is not some joker speculative stock.” ([40:22])
• Uranium Energy Corp.: Avoid—“Don’t buy these uranium companies...They take forever to build.” ([41:18])
• Bill Holdings: A buy after activist interest—“I'm going to recommend buying Bill Holdings.” ([42:47])

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8. Speculation: Wise vs. Wild

[42:47]–[47:47]

• Speculation is not inherently bad—he suggests every portfolio (especially for younger investors) should have one or two speculative names.
• But: focus on “young companies with a clear line of sight to profits”; avoid serial money-losers and parabolic hype plays that raise capital at shareholder expense.
• Gives recent Lightning Round examples of “mania stocks”—AST Space Mobile, Trilogy Metals, Grail, TechoGen, Aurora Innovation, Rigetti Computing—and explains why they're better sold than bought.
• Key warning: “When you get one, be sure to sell them because we are just going to revisit these nasty levels once again before an even bigger breakdown just like that of 2000 justifiably occurs.” ([47:40])

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Notable Quotes

• “A broken stock and a broken company are two very different things.”
  — Jim Cramer [02:39]

• “When you expect a monster quarter and you get a monster quarter, it won't be enough to move the stock.”
  — Jim Cramer [06:26]

• “If anything, many [spec stocks] might be headed for the new low list. It is still not too late to sell them on the coming bounce of which there will be one.”
  — Jim Cramer [09:48]

• “We're going to be able to co-create some new things and really focused on improving the drug development process, reducing the cost, shortening the time and ultimately our customers will benefit and of course patients will benefit as medicines get to market more quickly.”
  — Mark Casper, Thermo Fisher CEO [16:10]

• “The best way to make money off TV is by selling ads. Who could have guessed it?”
  — Jim Cramer on Netflix [27:30]

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Timestamps for Key Segments

• Market/Stock Not Company Discussion: 01:55–10:30
• Lightning Round 1: 10:30–12:07
• Thermo Fisher CEO Interview: 14:28–21:17
• Netflix Analysis: 22:26–29:43
• Vertiv CEO Interview: 31:42–37:42
• Lightning Round 2: 38:09–42:47
• Speculation Advice: 42:47–47:47

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Tone & Takeaways

Jim Cramer’s style is passionate, fast-paced, and direct—mixing humor, analogies (“putting Humpty Dumpty back together”), and teaching moments. He hammers home the need for investors to separate company fundamentals from stock price action, urges caution amid speculation, and consistently looks to steer both newbies and veterans towards “prudent, educated risk.”

Bottom Line:
Trim frothy speculative stocks, understand the difference between business strength and stock moves, and use market pullbacks (in names like Netflix and Vertiv) as potential buying opportunities—but only after verifying the long-term story remains strong. Cramer’s line: “There’s always a bull market somewhere,” but you need to know where to look.

Transcript

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[Jim Cramer]

Hey I'm Kramer. Welcome to man Buddy. Welcome to Craig America View My friends Hey man, I'm just trying to make you a little money. My job is not just entertain but that's you teach. Call me 1-873-CBC tweet me at Joan Kramer On a day today you get a sense that many stocks have indeed gotten ahead of themselves after a very strong rally. When you've had major run and companies report terrific quarters, yet their stocks go down, that tells you something is wrong with those stocks, not with the companies themselves. A broken stock and a broken company are two very different things. And there are plenty of stocks today that broke with the Dow tumbling 334 points, SB sinking.53% and the Nasdaq losing 0.993%, although we did climb out from an earlier hole. Now a lot of people struggle with this whole concept of a stock being somehow turned different from the company it represents. It's easy to confuse the two and misread the action, but a whole bunch of stocks got clobbered today because of what we call profit taking. You know what? I find that term profit taking wanting. I bet you do too. So let me tell you what I do when I analyze a company on earnings day and I do it in the quiet, okay? I don't look at the tape, so to speak. I don't see where it's trading. I just analyze it straight on. Take G.E. verdeau for general Electric's old power business, which reported this morning. G Vernova is a very important company because it's responsible for plurality, plurality of the energy that goes into. Yes, you guessed it, the data center. Because they make the gas turbines that make so much of the energy occur. I saw the numbers come out over the wire this morning. I immediately like the company showed excellent order growth as it's become integral to the need to feed these data centers an extreme amount of electricity. And they are gigantic gigawatt consumers. And G. Vernova is one of the very few companies that can generate enough power to save these hungry behemoths. While the CEO Scott Razak didn't raise estimates for the full year, he did paint an incredibly positive outlook on the conference call story. Only got better when CNBC's own CM Modi talked to Scott and he said that he'd been in contact with Open Air. Sam Altman. Sounds like a big relationship could be in the offing. Every time some company announces an agreement with Open Air, its stock tends to jump. That's what happened to amd. That's what happened to Broadcom. That's what happened to Invidious. Yeah, maybe G of Renova, which we own for the chopsticks, maybe could be next. There's only one problem. Giving over stock was already up almost 80% for the year going into the quarter. The stock was indicated up 25 points for the market open. But in the end, management didn't raise their full year forecast. And when your stocks up nearly 80%, you need to raise high the roof beam carpenters. Anyone know that book is pretty good. Next thing you know, GE Brnova is down 50 points. It wasn't enough that you had terrific order growth. The stock had already anticipated that and more. We didn't get more. So what happened? Sell. Set. Sell. Sell. Sell. Now you got to ask yourself, is G. Vernova a bad company? Did it do something wrong? No, not at all. In fact, if you looked at G Vernova stock in a vacuum, you want to be a buyer at these levels. A lot of people clearly agree with me because the stock erased most of its losses and finished just down $9. Okay, sounds a lot. But not on a 560 $76 basis. No tragedy there. Stock wrong company. Right. We saw the same thing with verdict the data cooling center. You know, this thing is we're going to have more later the show. This is a Stock goes up 54% coming the quarter Terrific return company reported an amazing, shockingly great number. But I don't know a soul who follows this company who didn't expect a monster quarter. When you expect a monster quarter and you get a monster quarter, it won't be enough to move the stock. So after vert have opened up 10 points, then plummeted 20 points because their monster quarter wasn't the kind of super duper monster quarter where a Scooby Doo would say this time the monsters are for real. Or as vertical Chairman and former CEO CEO of Honeywell Dave Cody started the 118 conference call with Good morning all. Well, this is a very strong quarter by any measure. Although I got to say by looking at the stock price reaction right now, I wonder what would have happened if we hadn't blown the doors off of every single metric. End quote. Organic orders up 60%. That's crazy good. I was expecting crazy good though, which is why the stock still got sting because we got crazy good. We'll speak to Vertov CEO later in the show. But once again, you need to know that nothing's wrong with Vertov except the fact that the stock was already up a lot coming into the session. When you want amazing and you get amazing, your stocks up a lot, you'll. Well then you'll probably get a pullback. Now I want you to contrast all this with the best performing stock in today's session, which is into you intuitive surgical. Here's a company that fell out of favor as there hadn't been as much utilization of their incredible da Vinci surgical machine of late. This time though, there was strong double digit Copa Co procedure growth up 16%. And with the real kicker, Laring Partners research said that those procedures grew the because of after hours use. That's greater leverage of fixed costs. Nobody saw that reacceleration come in. Which is how Intuitive Surgery could rally nearly 14% today. How about if your stock's okay and you disappoint or you guide down? The former is how the market viewed Netflix today. And I'm going to be all over that later in the show. And when you guide down, if it's because of margin pressure, making less money per product. Ooh, that's what happened to Texas Instruments. Which sellers suddenly dumped a message taking the stock down 10 points or 5.6%. And I don't expect buyers to take that stock up anytime soon. Remember my thesis of the three economies, the data center, the real economy and the speculative stocks. The data center stocks like Verb and G for Nova struggle today. Definitely the real economy. They did find the speculative stocks. The pain continues. And in many ways it was worse than ever. Why? Because of what I've been telling you. Speculative companies are taking advantage of their higher stock prices and raising money because they're short on cash. We're seeing insiders who are bailing because they can't believe the windfall that the over eager speculative and naive buyers are foolishly giving them. And we're seeing seasoned stock market vendors who know that when you see meme stock behavior all over the place, take it near worthless stocks, it's time to get out of dodge. You see that Yarn Meat? They thought they had that one going. I think the data center stocks are going to get are going to work. I really do. I think they snap back. You know, I like the real economy stocks because the bar for them is very low so they can easily rally. Witness Capital One. See what the credit card company, it rallied nearly four bucks off a quarter that showed a dramatic decline in credit problems when many thought there'd be an increase. That's a textbook example of a stock rallying off of a real shocker. This capital trust holding was up $10 at one point. I think it's going to go back there, but I don't think the specular stocks are going to return to their previous heights of two weeks ago. I presume that they can bounce because that's what they do. They'll suck people back in. Gold will go up or crypto or of course gold standard Palantir and the whole shebang will start rallying again. And you'll think, here it comes. However, from my perch. When you get the kind of destruction of the froth that we've had in the last 10 days, it isn't easy to put Humpty Dumpty back together again. Even with the best of Elmer's, he tends to stay broken. Bottom line. That's why I keep urging you to trim the stocks of companies you own that are losing fortunes. The ones that will have to sell huge slugs of stock and in order to keep operating. The ones that are many don't even have revenues. I don't see the speculative plays returning to their highs from 10 days ago. If anything, many of them might be headed for the new low list. It is still not too late to sell them on the coming bounce of which there will be one. That bounce worked to sell in 2000 and it will work for you again. Hutch in New Jersey. Hutch. Hey, Jim. Hutch from New Jersey. Stockton, New Jersey. How are you? I am doing well, Chief. How about you? Stockton. I buy one of them Old Blue eyes martinis at the Stockton Inn, but I'm all jammed here. Come, come back home. Come back home. I wish I could. Oh, It's a. Nevermind PayPal. What do you think about the company with the new CEO? No, no, no, no, no, no. He's got to start delivering numbers. I mean I can. Hey, I like the guy's got to start delivering numbers. That is often the case. It's kind of like, you know, an NFL team if they' I'm not going to come in and say, boy, how about them Titans? Okay, forget the Titans. Let's go to Mike in California. Mike. Hey Jim.

[Caller or Guest]

A big booyah to you from SoCal. First off, I really appreciate everything you do.

[Jim Cramer]

I'm a longtime listener, first time caller and club member.

[Caller or Guest]

So thank you.

[Jim Cramer]

Thank you, Mike. You know, we're doing, we're doing everything we can to try to please club members. Absolutely. How can I help you?

[Caller or Guest]

So as a former employee of adp, I have a sizable position as a retiree, I like the yield and but it's been tough to own the last few months. Should I sell some here or sit tight?

[Jim Cramer]

I'll tell you, it's funny you said that. I am just now beginning to read research that's negative about ADP. You know what? Thanks for nothing. The stock was at 329, now at 283. We're starting to hear that things aren't good. I would stay put. I think you'd be fine. It is an excellent company. And by the way, I'm going to do a twofer. I like paychecks too. I'm going to keep urging you to trim the stocks of the companies you own that are losing fortunes. Because I don't see the speculative players returning their all time highs anytime soon. And now I'm starting to see some really good stocks come down to five on. May I? Here's a good one. Thermo Fisher stock has been ranged down the last few years. After reporting a beat and raised quarter this morning. Could this app be the catalyst to finally break out the stock? I'm sitting down with the CEO. You want to hear that one? Then could today's pullback in Netflix be a reason to buy, not sell the stock? I'm making sense of the move and yeah, I gotta tell you, I'm gonna share where I think it's headed. And what the heck did happen today with Data Center Prior Vertiv? The company reported a strong quarter but the stock did sell off. In response, I'm dissecting the poster these actions so I suggest that you stay with Kramer.

[Guest or Interviewee]

Don't miss a second of Mad Money.

[Jim Cramer]

Follow Imkramer on X. Have a question? Tweet Kramer madmentions. Send Jim an email to madmoneycnbc.com or.

[Guest or Interviewee]

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[Jim Cramer]

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[Caller or Guest]

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[Jim Cramer]

And catch history in the making. Debate drama Touchdown. It's all here baby. Fox1 we live for live streaming now.

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[Jim Cramer]

So what do we make of these numbers from Thermo Fisher Scientific, a company I've liked for so long. It's a big life sciences company, reported better than expected quarter this morning. Sky deliver a nice top and bottom line beat with accelerating organic revenue growth. So maybe the stock can finally get its boot back after mostly trading sideways for the past few years, all for legitimate reasons. Let's take a close look with Mark Casper. He's the Chairman, President and CEO of Thermo Fisher Scientific. For more about the quarter, Mr. Casper, welcome back to Mad Money.

[Caller or Guest]

Jim. Thanks so much for having me. It's great to be here after a terrific quarter where we really had outstanding financial performance and made great progress with innovation, completed a couple acquisitions and a really exciting opportunity with Open Air. So much to talk about today.

[Jim Cramer]

Sure. Now someone said to me today, look, how do you know that they're back? And I said, do you know that they actually had good, good numbers with, with the academia, with the government, These were ones that you should have had bad numbers with. So I was, I was surprised that if in the toughest market you still did well, China was actually good. So I have to believe you are really back.

[Caller or Guest]

I agree Jim. You know, in terms of the team, they did a really excellent job in the quarter. Nice to get 5% top line growth in Q3 and actually, you know, nice to see them in markets are improving and our competitive position remains very strong.

[Jim Cramer]

Now I've been waiting for the big hyperscalers to show some success in health care. Frankly, I've been let down. I don't see the breakthroughs until I read about your Open Air collaboration today, which gives me hope to think that there are going to be some breakthroughs on the horizon. Tell me about how that came about.

[Caller or Guest]

Yeah. So Jim, in terms of the collaboration, you know our culture well, which is we have to be really convinced to take a step out in a new direction like this and we've been working with Open Air for a while. We're going to be able to co create some new things and really focused on improving the drug development process, reducing the cost, shortening the time and ultimately our customers will benefit and of course patients will benefit as medicines get to market more quickly and we'll be able to really bring out new capabilities in our clinical research business to make a huge difference there.

[Jim Cramer]

Now one of the things I saw that you were working on and it was in your news release going next month is the Lou Gehrig dinner, which is for als. And I was talking to my wife, and wife and I are going. And I said, nothing ever happens with this disease. No progress ever. I think I have to correct myself because you are working on some unlocks for neurodegenerative diseases like Alzheimer's and Parkinson's. I'm wondering if you guys won't be able to start making some breakthroughs on the. On these illnesses that no one even tries anymore.

[Caller or Guest]

Yeah. So when I think about one of the acquisitions that we did a little over a year ago was to expand our capabilities in proteomics, which is really for biomarker discovery. And we just launched a new set of capabilities this quarter, really focused on neurodegenerative diseases, the ones that you mentioned. They are such devastating diseases. And we're going to be able to help advance research which ultimately will allow the pharmaceutical and biotech industry to really make progress here. And it is really exciting time in terms of the understanding of biology and the impact it can have on patients. And. And certainly we're there to enable our customers.

[Jim Cramer]

Tell me how it works. Why is it. Are you the critical component in this? Why aren't they just going to. I know AstraZeneca. I mean, it does seem like they. Or Bristol Myers, it seems like they go to Thermo Fisher, because you're the one that understands the science of it and can get it done in scale.

[Caller or Guest]

Scale you can think about. What we're doing is we're helping those pharmaceutical companies, those biotech companies, the researchers in the leading academic medical centers around the world. We're giving them the tools to advance the science. Right. We invest heavily, over a billion for each year in R and D. It's really to enable their progress on turning the insights that we give them into medicines that benefit patients. And that's really the ecosystem that we power. And why we're so well positioned for.

[Jim Cramer]

A very bright future right now. Tell me about where China is, because it sounds like that there could be some China stimulus at work. It doesn't sound like it's the lost cause is the way I look at it.

[Caller or Guest]

Yeah. So when I think about it, we're delivering strong growth and China continues to be a more challenged market. It's relatively small now for us because of the strong growth that we've gotten in the US today. China is about 7% of our revenue. And where we're seeing strength really is in pharma and biotech there. A lot of our Western capabilities are very valued by that customer base. So it's fine. I'd say the rest is challenge, but we're really focused on the other 93% of our revenue and that's a great opportunity for us.

[Jim Cramer]

That's why I want to talk about reshoring. I think you, your company uniquely understood that the mission is to try to get business bill here. You've done a remarkable job. Tell me how that's going.

[Caller or Guest]

Yeah. So we made some commitments, about one billion and a half dollars of capital investments in the U.S. manufacturing primarily for pharmaceuticals. We're a large, probably the largest manufacturer of pharmaceuticals for the industry. And it's going incredibly well. As our clients, the large pharma and biotech companies are reshoring their medicines to the U.S. we're seeing significant demand for our pharma services or our manufacturing capabilities to manufacture those medicines. So we're really benefiting from those changing supply chains. And we announced a really exciting acquisition this quarter. We bought a site from Sanofi. We're investing in it to expand it, which will give us more US drug manufacturing capacity.

[Jim Cramer]

Excellent. Then the last thing I've always liked Solventum. I know that they probably didn't need the filtration separation business, but that is a joint gem of a business. How's that? How did that acquisition come about, what it's going to do for you?

[Caller or Guest]

I agree with you. It really is a fantastic business and it's a hand in glove fit with our bioproduction business. As you might remember, our bioproduction business is our fastest growing part of our company. And this is a great addition of filtration, which is used to make essential medicines. And then ultimately we've had the acquisition for about seven weeks now. It's off to a great start. The team is excited. Customers cannot wait to get their hands on the technology. Leveraging our trusted relationships and we're really excited about delivering on the cost and growth synergies here and creating a brighter future.

[Jim Cramer]

I'm really excited about Thermo Fisher Scientific being the company that I always remember. I know, look, there are so many things, whether Covid or China, you had to deal with all of these. But now all you're going to deal with is a great flight path higher. I want to thank Mark Casper, Chairman, President, CEO of Thermo Fisherman. Beautiful quarter, sir. Thank you so much, Jim.

[Caller or Guest]

Thanks for having me.

[Jim Cramer]

Absolutely. Matt might be back after coming up.

[Guest or Interviewee]

Is it time to press pause on this stock?

[Jim Cramer]

Kramer's breaking down the post earnings move.

[Guest or Interviewee]

In Netflix and seeing if now's a buying opportunity or if it's Time to cancel the subscription.

[Jim Cramer]

Next Fox News is now streaming live on Fox 1. The voices you trust, the stories you won't find anywhere else. This is the story breaking, right Fox One. We live for lives.

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[Jim Cramer]

Whoa. I mean, do we need to start worrying about the stock of Netflix? I mean, seeing the stock plunge roughly 10% today in response to a poorly received quarter. Well, it's hard not to worry, isn't it? But I got to tell you, you know what? I think this sell off is an overreaction. Keep in mind Netflix, one of the best performing stocks of all time. Got to give you the benefit doubt going in the quarter, it was up more than 300% for the past three years. It's up 39% year to date for the last 23 years. Betting us Netflix has pretty much always been a huge mistake. That said, the stocks already pulled back pretty substantially from its highs in late June. Today's post earnings beat down was pretty darn brutal. So what the heck happened? Is this substantive? Okay, when Netflix reported last night, they delivered an in line revenue up 17.2% year over year in line. But their operating income came in shy okay, a little bit light. They faced some serious margin pressure and they only earned $5.87 per share. Wall street was looking for $6.96 per share. @ first glance, that's pretty severe. Earnings base on the other hand, Nevis cash flow numbers were phenomenal. And when management gave guidance for the current quarter, the revenue outlook came in higher than expected. But their earnings outlook was merely in line. They also cut their full year operating margin forecast. Again, that's not great. But when you drill down, most of the earnings softness came from a $619 million hit related to a tax dispute with the Brazilian government. That expense covered a period going back to 2022, and it's something Netflix have warned about in the fine print during its regulatory filings. It didn't. It still took people by surprise but it was available. If you look if not for the Brazilian tax it listen to this. They would have been able to deliver a monster earnings beat. More important, Netflix CFO Spencer Newman said we don't expect this matter to have a material impact on our results in the future, end quote. In other words, it's pretty much a one off item. And that encourages me more than ever to say this is your chance to buy the stock of this tremendous company. That's right. The biggest problem with the the quarter something we don't need to worry about going forward. But there were some smaller issues that analysts chose to quibble over. Latin America and Asia Pacific both came in a little light. For example, this real other stuff seems ridiculous. And Needham came out with a piece groaning about how Netflix's lack of an AI strategy is bad or that management seems too dismissive of competition from YouTube. They didn't announce any major strategic changes. I mean look, these are all complaints that make might make sense if the business was doing badly. But Netflix is doing great. They just got hit with a big one off Brazilian tax charge. Take that issue off the table and this quarter would have been phenomenal. However, I will say that it's become harder to judge Netflix ever since the company stopped reporting the regular regular reporting subscriber metrics and average revenue per user. That's why whenever the quarter doesn't go perfectly like this one, people do freak out because they can't tell what's truly going wrong. In the past Netflix traders subscriber numbers. As long as those numbers were good, nobody would have cared about a Brazilian tax filing. But we don't get those numbers anymore. Which is I think why the stock collapsed today. Again though, I think the solvent Netflix has given you a terrific buying opportunity. Because I'm not worried about the business at all. I trust management. When they said the Brazilian tax issue would impact the earnings going forward and other than that tax charge, well you know what I saw a lot to like. For instance, they had the most successful movie of all time this quarter, K Pop Demon Hunters. And they just reported another quarter of accelerating revenue growth. I don't have a lot of companies have ARG for a company the size of Netflix to be putting up 17% revenue growth. I think that's pretty darn impressive. And they did it thanks to a combination of membership growth, price increases and higher ad revenue. So there's some sustainability going on here. Plus without that Brazilian tax it Netflix's operating margins are in the low 30s this year versus the high 20s last year. Rising Margins the company's operating margin outlook for the fourth quarter indicates a dip down to 24% for the final period of the year. But that's actually standard for Netflix in the fourth quarter, when the company typically launches some big budget movies and has big live events like the NFL games on Christmas. In the fourth quarter of last year, for example, Netflix operating margin came in at 22%, so the 24% they're forecasting would still represent some nice year over year growth. Now, apart from the numbers themselves, I think the whole Netflix narrative remains extremely compelling. Let's talk about it. Engagement. That's really important. It was excellent the third quarter company achieving its highest quarterly view share ever in the US and the UK thanks to an excellent content slate that included a new season of Wednesday and Adam Sandler's Happy Gilmore 2 and the hit South Korean series called Bon Appetit your Majesty and their most popular movie ever that I mentioned before. Plus the Canelo vs Crawford boxing match that became the most popular viewed men's championship fight of the century. Hey, by the way, Netflix's fourth quarter content slate looks pretty darn good too. With the final season of Stranger Things, new seasons of popular shows like the Diplomat I'm on like episode four. It's pretty good. It's a lot funnier and nobody wants this as as well as a few big movies like Kathryn Bigelow's A House of Dynamite. I think that comes out Friday. I got to tell you, I'm hearing this one's really extraordinary. And the third Knives out movie along with those NFL games on Christmas. Oh, and if you are unsure of what to watch yourself, I want you to go read the company's shareholder letter. Mason, I get some of our best ideas of what to watch. We do fight over the thing, especially the foreign series that nobody here focuses on much but are huge hits around the world. You got to check them out. It's one of the reasons why the company makes so much money. What else? Netflix has a new TV user interface. It's apparently been well received, although I don't love it when they change things up and you have to relearn how to navigate everything. They're using AI and machine learning to make content better. Content recommendations also increasing to save on production, increasingly save on production costs. That's what we want to use from AI. Finally, Netflix's rapidly growing advertising business is really starting to look great. Turns out the best way to make money off TV is by selling ads. Who could have guessed it? I expect a long Runway for the ad business as the company keeps finding ways to improve its value proposition for advertisers. Plus, they can keep raising the price of an ad, the free ad tier, in order to push people toward the ad based here. I mean, you know, this is really incredible. You get the free, they raise it, then people switch the ad where they make even more money. Oh, what a virtuous circle. Long story short. Well, Netflix certainly didn't report a clean quarter. The biggest piece of hair on this thing was that major Brazilian tax charge. One off. I think it's crazy the stock sold off 10% today given that it was already down about 100 bucks from its highs. Plus, after the sell off, Netflix now trades at less than 35 times next year's earnings estimate. Investments. Even though it's expected to deliver 26% earnings growth, they could. This thing could sell 50 times earnings. It wouldn't be all that expensive. I think it's a fine price to bet. Bottom line, as far as I'm concerned, Netflix has great revenue growth. And aside from that Brazilian thing, its profitability keeps improving. That terrific content slate. Basically, nothing about this quarter makes me doubt the company. The only thing it's changed is the stock gotten a heck of a lot cheaper, which is why I think this is an incredible buy, buy buying opportunity. Shirley in Mississippi. Shirley. Hi, Jim.

[Commercial Narrator]

How you doing?

[Jim Cramer]

Hi, Shirley. How are you doing?

[Commercial Narrator]

I'm doing great. Thank you for taking the call. I have some shares of Warner Brothers Discovery. I've been waiting for it to go higher, to sell it. I heard about the announcement of this company splitting. Then I heard about the company being sold. Give me some advice, Sam.

[Jim Cramer]

Okay. I think you got to hold on to it. I think that day, I think that the CEO David Zaslav is going to get you 24 to $27 a share. To $20. I would not sell this stock yet. And thank you for the call. Now, nothing about this latest quarter from Netflix makes me doubt the company's bookcase going forward. I think you're getting a perfect buying opportunity right now with this pullback. Made no sense to me. There's much room made money at including my exclusively vertif. Talk about a stock that should have gone up today.

[Commercial Narrator]

It's.

[Jim Cramer]

It's the power and cooling equipment for the data center. A red eye quarter, but the stock cooled. I'm getting to the bottom of what's going on with the CEO. Ben. Speculation is fine so long as you're doing it wisely and many people aren't. I'm about to Pull you out once again. Believe me, I've been saving you money. I'm not going away. I'm going to be here again tomorrow and all your calls. Rapid fire in tonight's issue, the lighting rap. So stay with Brave, all right? What the heck just happened to the stock of Vertiv holdings, the maker of power and cooling equipment that's been on fire because it sells into the data center. This morning Vertiv reported what sure looked like a blowout quarter to me. A big top and bottom line beat with organic orders up 60% year over year, up 20% just for the previous quarter. Linked quarter management's guidance for the current quarter was excellent and they also raised their full year forecast across the board as I said at the top of the show. Yet after opening higher and setting a fresh all time high just after the opening bell, the stock then reversed, eventually finishing the day down almost 2%. I think this was pure run of the mill profit taking as I said at the beginning of the show for a stock that was already up 54% for the year going into last night. I never blame anyone for rain the register even when the business remains incredibly strong. But a lot of people told me that maybe I'm too bullish. So let's not take it from me. Let's check in with Gio Albertozzi. Geo is the CEO of Vernon Holies and yet a better reader of the quarter. Mr. Alberto, welcome back to Man Money.

[Guest or Interviewee]

Well, thank you for having me. Good seeing you.

[Jim Cramer]

Okay, so Geo, first of all we just have to, you have to explain to be when you have this kind of organic growth and you've been in the business for a long time, this is extraordinary. Is there any way to explain a stock going down other than the fact that people were expecting the extraordinary and you gave it to them.

[Guest or Interviewee]

Very strong quarter. As you were saying across all, all metrics, we're extremely proud and very, very encouraged by the direction of the market and our market share growth in that market. So all positive and backlog have a backlog. A backlog up 30% year on year to $9.5 billion. So extremely strong. Projecting strength in the out years of course, so very positive. You know I don't over analyze and over stress over a day. What matters is a long term trajectory and we're proud of a very strong trajectory. So we take a day at a time and we are very confident about the future trajectory of alternative and the industry.

[Jim Cramer]

Okay, so you make the absolute finest cooling equipment in the world. Are you ever concerned you'll read about someone who has a great like I met with a CEO head cryogenic. He said cryogenics going to be the next thing. But then when I speak to Jensen Wang, he says Jim, that can scale. You have to have scale. Your company is able to beat these other guys because they're all one off in boutiques, aren't they?

[Guest or Interviewee]

Definitely scale matters a lot. But we are not scared about innovation. We're not scared about new technology. Indeed we drive new technology as the datacenter industry is evolving rapidly, very, very rapidly. And we pride ourselves for being at the forefront of that evolution. So if there are new technologies, we welcome them, we embrace them and we'll continue to lead with the new technology.

[Jim Cramer]

Now you made an acquisition and I want to be sure about it because it does sound like that the acquisition is about having this called Great Lakes, having more of the data center be yours, a bigger footprint in the data center.

[Guest or Interviewee]

Well, it's really a play in the white space. The white space is where the IT really resides and everything that you see in this video is white space as a matter of fact and way sorry. The Great Lakes acquisition really completes our portfolio and strengthening our portfolio in the wide space. We're very strong in the power and thermal and the power and thermal happen in, in the building and then they go into the white space where the IT resides. And that acquisition strengthens our presence there where everything comes together. So very happy about that acquisition.

[Jim Cramer]

So how does it work? Are you hired by say a core weave? Are you hired by Oracle who actually brings in Vertiv.

[Guest or Interviewee]

Without mentioning specific customer customer names. Some of the, some, some of the names you mentioned of course are publicly known customers of Albertus. But the typically it's a multidimensional relationship. We work with the end users such the examples, the names that you mentioned but as well contractors, hyperscalers, installers a little bit across the range. But our real strength is the relationship and the partnership we have with the hyperscalers, with the new clouds, with, with, with a silicon, with the silicon providers. So it's a multidimensional and we're being playing in the industry for decades and I think we are very, very well positioned in go to market and relationship from the relationship point of view.

[Jim Cramer]

Okay, so when you talk with your chairman, Dave Cody Geo, do you guys just sometimes just get amazed at how much business there really is and how much of it will really be done versus how much of it is being announced?

[Guest or Interviewee]

Well maybe not amazed, pleased. Let's put it this way, amazed would, would Main surprise we we see the industry and we see where it's going. We see it in our pipeline, we see it in a conversation, a high level, sea level conversation that we have with with the biggest players. So I think there is a lot of substance in the announcements. Just let's all be careful about the fact that those announcements then roll out and rolling out those announcements take time, more time than the announcement itself. So we're very pleased with the direction the business is going and the market is, is going.

[Jim Cramer]

Then one last question. What happens if the data center cools for not the business but what happens to say everything is they they strip out the copper and they go with glasses, they go with fiber inside. Then it won't burn so hot will they still need a company as high quality as vertive to cool the place.

[Guest or Interviewee]

It is not so much the copper or you know, other type of ways of transmitting data can, can very well come that what generates heat is, are the electronic components themselves and that generation of heat will continue. If anything there is a concentration of heat and that's what we're addressing with technologies like liquid cooling and the evolutions that liquid cooling will, will, will really have in the in the out years. So again, let the industry transform. Always remember we are the center of the evolutionary transformation from a technology standpoint of the, of the industry. So not afraid actually very excited about that technology evolution.

[Jim Cramer]

Well, you should and I think that you're the best at it. Everybody who knows the data center business knows that you're the gold standard and if they're going to continue to build them out, you're going to get the business. Giova Gio Albertazzi CEO of Burdam Gio, I love having you on. Thank you, thank you for having me. Absolutely man. Back after the break. Coming up, Kramer takes your calls and.

[Guest or Interviewee]

The sky's the limit. It's a fast fire lightning round.

[Jim Cramer]

Next it is time for the one round cruiser blade. It's up and then the lightning round is over. Are you ready? Ski deck on the right. McClain. We start with Venkat in Arkansas. Venkat.

[Caller or Guest]

Hey Jim, first time caller and new club member. I want to begin by saying thank you for all that you do for the retail investor.

[Jim Cramer]

Thank you partner. That's what I want. That's who I am out here working for. Now we're going to work together. What do we have?

[Caller or Guest]

Yeah, I'm calling about a stock that's.

[Jim Cramer]

Been a real loser in my portfolio.

[Caller or Guest]

I want to get your opinion on buy, sell or hold ticker Mntn Mountain.

[Jim Cramer]

You know, I looked at MNTN even for my wife's mescal, plus four. I think it's such a good bargain. I don't know. I like the stock at 20, so I can't tell you at 15 that I don't like it. I've been to wanting on mntm, but I think it's a good company. I'm sticking by it. Let's go to Don in Pennsylvania. Don. Booyah, Jim. Booyah, Don. What's up? Thank you. I just want to let you know that because of you, all three of our children came out of college, graduated debt free. Hey, thanks, buddy. You know, I tried to figure out what the heck am I doing out here every night. Know what I'm doing? I'm helping this fella. I'm helping Don from Pennsylvania. Hopefully from the eastern part and not from the Pittsburgh section. No, we're.

[Caller or Guest]

We're from.

[Jim Cramer]

We're from the Mechanicsburg area. John Richie. Yeah. So, John Richie. Yeah. Three Mile island is getting set to reopen. My thing is Constellation Energy. You know what? Constellation Energy is real, okay? And they do make a lot of money. It's up so much, Don, I'm afraid to come out and tell you to buy it right here. It's up too much. It's good company, though. It's good company. Let's go to Philip of Pennsylvania. Philip. Booyah. Kramer. First time calling here. Calling in from our cabin in Marionville, Pennsylvania, that you helped us pay for. Thank you, sir. Thank you. You, man. Thank you. Hey, dad. Look, I'm proud of it. What can I tell you? I didn't make it up. I don't know these fellas. Go ahead. I'm sorry. That's fine. My nephew recommended MVST about a year ago. It was 22 cents at the time. It hit $7 last week. Still good. It's still good. It's got great free cash flow. It's not like the others. It actually makes money. This is not some joker speculative stock. That's why Said I like that a year ago, and I continue to like it now. I like the stock now. Let's go to Mike in Florida. Mike up. Booyah. Big Jim. Go, Eagles. Jim. Mike. Go, Birds. There you go, Mike. Go Brandon Graham. What's up? I know. Hey, you E. Uranium Energy Corp. Buying or selling or going? No, you're going in. Uranium Energy. We had that. We had that. We had, had that. Scott's crazy. I got to tell you, the Chief Renova was very enlightening. Don't buy these uranium companies. We're like, done, okay? They're up too much. We're not in the. We're not going to be like shoveling new Uranus this year. These are not like coal plants. They're not like forest fires. These are nuclear power plants. They take forever to build. There will be one that's going to open in 2028, but these ones that need this, I'm talking about 2020, 20, 2035, 20. We're not playing this game. Whereas as Van the man said, we're playing a new game. All right, let's go to Debbie in Georgia. Debbie. Hey, Jim. Booyah.

[Commercial Narrator]

And I know it's Lightning Round.

[Jim Cramer]

I'll try to talk fast. You can get on to the next person, too. But I have to say thank you, as so many of us do, not just for the Nvidia tips, but others.

[Commercial Narrator]

I'm a 1400% gainer. Money in my pocket and continue to carry it forever.

[Jim Cramer]

So anyone wants to read that Nvidia story, it's right here. Now. It does make me proud. It would have made my mom proud. She would have said, you know what, Jimmy? You're okay, Jimmy, you're okay. You never got more. I'm happy.

[Commercial Narrator]

I got in early enough. I'm happy. Okay, so I did read your book. And if I'd read your book sooner.

[Jim Cramer]

I probably would have sold this stock sooner. So I've had it. It's down about 70% for me. But it came up and rallied. The last six months of this year.

[Commercial Narrator]

It'S come back close to 30%.

[Jim Cramer]

And that is Bill Holdings. What would you do? Okay, David had a really interview with Jeff Smith and he's from Starboard. They have former directors. I am going to go with them and buy. I'm going to recommend buying Bill Holdings. And thank you for the conversation. Hey, thank you everybody. In the light of con words because you know what? You go home. Everyone knows I've been struggling with this book tour. I've been mad at everybody. I haven't kicked the dog since they're in the kennel. And that, ladies and gentlemen, is the conclusion of the Lightning Round. The Lightning Round is sponsored by Charles Schwab. I keep warning you that it's time to ring the register on these speculative stocks so you don't get wiped out like you would have on days like today. But speculation itself is not bad in a five stock portfolio. Like I suggest in how to make money in any market, I actually encourage speculation, especially for young people. You can have one spec when you're older, north of 25, say, and two out of five if you're even younger than that solid speculative pick can change your entire life, even if it's a high risk proposition like Nvidia was when I first started recommending it. You have my blessing to own two specs when you're too young because you got your whole darn life ahead of you to make back any potential losses. But if you're going to speculate, you need to do it wisely, searching for young companies with a clear line of sight to profits. Not older companies that have lost money for ages and have no hope of generating positive earnings, maybe even sales in time or for the near future. Especially when you know what their stock prices have gone parabolic, as I keep talking about, and they need to raise capital. That's a recipe for disaster right out of the Donner Party Cookbook. Which is why last night's lightning round really had me bummed out. I don't know the stock questions ahead of time, as I tell you every night, but I do follow a lot of stocks and last night was just a why speculators nightmare. They know nothing. Let's go down the list in the order that I took them. The first was AST Space Mobile. Now here's the stock that that though it's up more than 200% for the year, is it set at 71 and change is still down more than 30 points from its high just six days ago. I've been warning people you have to start bailing when you see big financings like we had at the end of the dot com era. Sure enough, ASC Space Mobile and intriguing cellular broadband play just offered $1 billion in convertal notes and 2 million shares at 78 and change. It's lost money for the last five years with a $677 million negative free cash flow for the last 12 months. I say no thank you. Next up is Trilogy metals, up roughly 345% for the year, despite the fact that it's come down from 11 to 5 over just the past eight days. Precious metals, rare earths, who knows? Trilogy's got no sales as in five years been losing money year after year after year. Sold to you. Then there's Grail, a company that has a blood test that can detect cancer. Maybe it's just got a readout for how the test works and the results were mixed to positive. Grail immediately took advantage of a huge spike on the news to do a private placement of $325 million now I'm intrigued by the technology but the company's been losing hundreds of millions of dollars in the last five years. The stock is up 347% for the year. Don't call yourself early if you're buying this one. Even as the stock has pulled back from 103 to 79 over the past two days. Next up, Teco Gen. That's a cogeneration company called for cleaner energy for one side, cooling, powering and the data center. Their chiller is known as the Techo Joe. The Stock's up nearly 475% even though it's now at 8 down from 12 last week. The company had a nice revenue ramp but has never turned a profit. I kind of like this one but it's really speculative. I prefer something more solid like a Vertive after this. This decline today. What a buying opportunity. Then there's Aurora Innovation. It's a self driving technology company, trades at under 5. This is another company that's never made money in the last five years. In fact it's lost hundreds of millions of dollars. Just go buy the stock of Tesla. The weakness. Then there's Rigetti Computing, a quantum computing company. Gettys. Up 136% for the year. The company has declining revenues for the last few years, losing gobs of money. Board member just sold $2.8 million worth of stock. Good for her or him. I don't know. I don't see how you can own a quantum computing play that's losing tens of millions of dollars with results far off in the future when there's heavy insider selling. Now I'm not saying that none of these specs will ever amount to anything. I am saying that the odds of these particular stocks making you money seem very slim. Outside of the speculative mania that we've been through where you buy high and hope to sell higher, the mania does seem to have come to an end. In each case there is a much better higher grade alternative of the stocks I just mentioned. These are all just overheated junk that are due for a bounce. And when you get one, be sure to sell them because we are just going to revisit these nasty levels once again before an even bigger breakdown just like that of 2000 justifiably occurs. Alex said. As always, Bullmark summer prompts that I find just for you right here made money. I'm Jim Cramer. See you tomorrow.

[Commercial Narrator]

All opinions expressed by Jim Cramer on this podcast are solely Kramer's opinions and do not reflect the opinions of cnbc. NBC Universal or their 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 Jim Cramer as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Cramer's opinions are based upon information he considers reliable, but neither CNBC nor its affiliates and or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. To view the full Mad Money disclaimer, please visit cnbc.com madmoneydisclaimer Halliday presents.

[Jim Cramer]

In the red corner, the undisputed, undefeated Weed Whacker Guy, champion of hurling grass and pollen everywhere. And in the blue corner, the challenger Extra Strength Hanaday Eye drops that work all day to prevent the release of histamines that cause itchy allergy eyes. And the winner by knockout is Pataday Pataday. Bring it on.