Mad Money w/ Jim Cramer 2/24/25

Summary

Mad Money w/ Jim Cramer - Episode Summary (February 24, 2025)

Host: Jim Cramer
Published On: February 25, 2025
Platform: CNBC's Mad Money

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1. Introduction

In the February 24, 2025 episode of Mad Money, host Jim Cramer delves deep into the tumultuous stock market landscape, offering his trademark fiery insights and expert analysis. The episode covers a range of topics, from market volatility and disruptive industries to in-depth interviews with industry leaders and a lively Lightning Round featuring listener calls.

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2. Market Overview and Key Themes

Jim opens the show by addressing the recent market downturn, highlighting the contrasting performances of major indices:

• Dow Jones Industrial Average: Slightly up by 33 points.
• S&P 500: Dropped by 0.5%.
• Nasdaq Composite: Tumbled 1.21%, marking a negative turn for the year.

“The bad stocks, they need to go down before non-fad stocks can triumph. That's what's happening.” ([00:29])

Jim emphasizes the prevalence of froth in the market—a term he uses to describe over-inflated asset prices detached from underlying value—and warns it remains a significant obstacle to prudent investing.

“Froth is the enemy of prudence. Smart investing requires a degree of prudence, something that's highly incompatible with froth.” ([02:00])

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3. Spotlight on Venu (NYSE American Symbol: VENU)

Jim introduces Venu, a company disrupting the live music industry:

• Business Model: Operates upscale music venues and outdoor amphitheaters.
• Revenue Streams: Utilizes seven diverse revenue sources.
• Financials: Boasts $166 million in assets with luxury suite sales reaching $77 million in 2024 and an expected $200 million in 2025.
• Growth: Achieved 56% year-over-year growth.

Notable Quote:

“Venu owns and operates upscale music venues, outdoor amphitheaters with seven revenue sources.” ([00:00])

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4. Discussion on Froth and Quantum Computing

Jim delves into the frothy nature of certain sectors, particularly focusing on quantum computing:

• Microsoft's Overreach: Initially campaigned heavily for quantum computing, portraying it as imminent.
• Wall Street Journal Critique: A recent article titled “Physicists question Microsoft's quantum claim” significantly impacted related stocks.

“It's terrifying when you own a stock because of quantum computing prospects and then those hopes are dashed by an authoritative expert.” ([04:10])

Jim draws parallels between overhyped sectors and the current state of quantum computing, urging investors to exercise caution.

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5. Interview with John Field, CEO of Celsius Holdings

Timestamp: [13:19] onwards

Jim welcomes John Field, CEO of Celsius Holdings, to discuss their recent performance and strategic acquisitions.

Key Discussion Points:

• Acquisition of Aulani New: Bolsters Celsius's position in the sugar-free energy drink market.
• Market Position: Combined, Celsius and Aulani hold a 16% share of the energy drink category, the largest sugar-free portfolio.
• Growth Projections: Anticipates substantial growth with a pipeline of new flavors and expansion into the convenience channel.
• Stock Performance: Despite a strong acquisition, the stock experienced a decline due to market-wide skepticism about growth sustainability.

Notable Quotes:

John Field:
“These two brands together will make us have the largest sugar-free portfolio in the energy category.” ([14:05])

Jim Cramer:
“This is another momentum stock that simply got too hot to handle at the last moment.” ([26:50])

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6. Interview with Eric Hansotia, CEO of Agco

Timestamp: [32:24] onwards

Jim sits down with Eric Hansotia, CEO of Agco, to explore the challenges and strategies within the agricultural machinery sector.

Key Discussion Points:

• Market Positioning: Agco remains focused solely on agricultural machinery, unlike competitors who diversify into construction.
• Economic Outlook: Predictions indicate that 2024 will be a correction year with confidence in a market trough by 2025.
• Technological Investments: Significant investments in precision agriculture to enhance productivity and address climate-related challenges.
• Global Expansion: Emphasizes growth opportunities in Brazil, leveraging the country's favorable climate for multiple crop cycles annually.

Notable Quotes:

Jim Cramer:
“We're dealing with well-run companies like Agco, who understand their market and aren't diversifying unnecessarily.” ([34:26])

Eric Hansotia:
“We believe being very focused on being the most farmer-focused company in the industry is exactly what we need to do.” ([34:26])

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7. Analysis of Recent Market Pullbacks and Major Decliners

Jim reviews the 10 biggest decliners in the S&P 1500 over the past week, providing insights into the reasons behind their significant drops:

• Axon Enterprises: Plunged nearly 28% due to multiple analyst downgrades despite no bad news.
• Akamai Technologies: Fell 22.7% following poor guidance despite solid quarterly results.
• EPAM Systems: Experienced a 20% decline amid gloomy forward guidance and geopolitical tensions.
• Less-Than-Truckload Freight Stocks: Companies like Sia, Old Dominion Freightline, and XPO saw substantial declines due to competitor performance and macroeconomic concerns.
• Palantir Technologies: Dropped 18.7% followed by an additional 10.5% due to high valuation concerns and market sentiment shifts.
• Sprouts Farmers Market: Despite strong quarterly performance, the stock fell 16.4% attributed to previous momentum and slowing growth forecasts.
• Hims & Hers: Tumbled 15.8% after the FDA announced the end of a drug shortage, impacting sales projections.
• Cadence Design Systems: Declined 14% amid conservative guidance and concerns over semiconductor demand.

Notable Quote:

“The US economy is looking quite a bit worse than it did just a month ago.” ([24:34])

Jim underscores the vulnerability of momentum stocks to sharp pullbacks, especially when valuations lack solid support.

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8. Lightning Round: Rapid-Fire Stock Recommendations

In the Lightning Round, Jim takes calls from listeners seeking buy, sell, or hold recommendations on various stocks. Highlights include:

• Modine: Advised to avoid due to stock decline.

  “...people decide that that is part of the data center and the CFO sold a lot of stock until people are itching to get out.” ([41:13])

• Elf Cosmetics: Encouraged patience despite a 40% drop.

  “I'm not going to sell Taranga... Wait, wait. Don't bite. Not yet.” ([41:43])

• Energy Transfer: Reinforced as a buy due to its solid yield.

  “This is what you buy. Just, you know, it's a pipeline coming. You buy it by the percentage yield.” ([43:18])

Jim maintains his stance on holding strong positions in preferred stocks while advising caution on overvalued or declining ones.

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9. Conclusion and Forward Look

Jim wraps up the episode by reiterating the importance of prudence over froth in investing. He emphasizes maintaining faith in well-established companies with solid historical performance, using examples like Apple and Home Depot, which he believes will rebound from current downturns based on their resilience during past market crises.

“You have to have faith in a company that did that during the Great Recession.” ([48:07])

Jim encourages investors to stay informed, remain cautious of overhyped sectors, and focus on long-term value rather than short-term market fluctuations.

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Key Takeaways:

• Market Sentiment: Current market exhibits significant froth, particularly in tech and speculative sectors like quantum computing.
• Investment Strategy: Emphasize prudence and focus on companies with strong fundamentals and historical resilience.
• Sector Insights: Energy drinks and agricultural machinery present both opportunities and challenges amidst market volatility.
• Listener Engagement: The Lightning Round highlighted common investor concerns and Jim’s consistent approach to buying strong, dividend-yielding stocks while exercising caution on declining or overvalued ones.

Notable Quotes with Timestamps:

• Jim Cramer: “Froth is the enemy of prudence. Smart investing requires a degree of prudence, something that's highly incompatible with froth.” ([02:00])
• John Field: “These two brands together will make us have the largest sugar-free portfolio in the energy category.” ([14:05])
• Eric Hansotia: “We believe being very focused on being the most farmer-focused company in the industry is exactly what we need to do.” ([34:26])
• Jim Cramer: “The US economy is looking quite a bit worse than it did just a month ago.” ([24:34])
• Jim Cramer: “You have to have faith in a company that did that during the Great Recession.” ([48:07])

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This episode of Mad Money provides a comprehensive analysis of the current market dynamics, spotlighting both emerging opportunities and cautionary tales. Jim Cramer’s blend of market expertise and engaging discourse equips listeners with the knowledge to navigate the complex investment landscape effectively.

Transcript

[Jim Cramer]

Meet Venu on the NYSE American Symbol Venu Disrupting a multi billion dollar live music industry, Venu owns and operates upscale music venues, outdoor amphitheaters with seven revenue sources, $166 million in assets Luxury suite sales of $77 million in 2024 $200 million expected in 2025 56% year over year Growth venue on the NYSE American.

[Venu Homes]

Venu homes.com knows that when it comes to home shopping, it's never just about the house or condo. It's about the home. And what makes a home is more than just the house or property. It's the location and neighborhood. If you have kids, it's also schools, nearby, parks and transportation options. That's why homes.com goes above and beyond to bring home shoppers the in depth information they need to find the right home. And when I say in depth, I I'm talking deep. Each listing features comprehensive information about the neighborhood, complete with a video guide. They also have details about local schools with test scores, state rankings and student to teacher ratio. They even have an agent directory with the sales history of each agent. So when it comes to finding a home, not just a house, this is everything you need to know, all in1place.homes.com We've done your homework.

[Jim Cramer]

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. Otherwise, friends, I'm just trying to save a little money. My job is not just entertainment, but to put us all in context, to educate. So call me 173cmc. Tweet me, Jim Cramer. The bad stocks, they need to go down before non fad stocks can triumph. That's what's happening. It's just a fact of life in this business. After last week's meltdown and all things fattish, it's a rare positive in the sea of negativity that this thing is running its course. And that's what I'm thinking. When the dow inched up 33 points, S&P shed.5%. But the Nasdaq tumbled 1.21%, turning negative for the year. Now, I want to make clear, by the way, that the decline came at the end of the day. I don't know what caused it, but it was pronounced, it was nasty. Now nobody wants anybody to lose money, including me. But there's a thing called froth and we got to talk about it as froth is the enemy of prudence. Smart investing requires a degree of prudence, something that's highly incompatible with froth. We've had froth galore. Not a lot of prudence running this hideous market that we got last Thursday and Friday. And the end of the day now the fourth has fallen flat. I mean, if we were ordering a cappuccino at Starbucks after waiting for four minutes up it, we'd return it. No, froth the answer. It's been tamped down by people who want something else with a little more staying power. That's why the drug stocks have been going up. But let's speak to the frothiest of froth. Quantum computing. Yeah, it is pretty funny when you think about it. We know that before Microsoft started talking about quantum computing and being all jazzed and bulled up about it, there was this fringe quality to the entire theme. Then Microsoft went all in about quantum computing based on an all new source of matter. Made it sound like quantum's around the corner. Nothing could be more authoritative than Microsoft telling a hot story about quantum until Friday evening when we saw a piece in the Wall Street Journal entitled quote, physicists question Microsoft's quantum claim, end quote. Whoa. Scary. It was a total takedown of Microsoft's quantum computing pitch. It was a vicious beating. Here's a snippet quote. This is where you cross over from the realm of science to advertising. Jsa, a theoretical condensed matter physicist at the University of Maryland. This professor with a terrific title. I mean, come on. Theoretical condensed matter. I mean, like I know condensed milk. I don't know condensed matter. Talked about a guy who knows his stuff. He even worked for Microsoft on some odd jobs maybe. Got to like an expert who's willing to cross a pretty darn big employer with some truth that sent down all the quantum computing stocks. Rigor. One froth, nothing. Can we please stick a knife in quantum already? Or how about the walloping? The nuclear power utilities like Vista and Constellation Energy. These stocks are on a roller coaster. And right now they're on the downside. They trade like they weren' even wearing their seatbelts when you were going down. Which is what? You know what happens? You fly up and then you land on your head. Microsoft had a hand the fourth year too. Except this time at least it was negative. See these momentum utility stocks? All data center place won't be as important if Microsoft's actually cutting capital expenditures and data centers, which is also what we heard on Friday. Why the heck do we need to bid up the stocks of tangential utilities when maybe we don't even need to worry about the regular utilities. Maybe they got enough power. Of course we don't need Constellation or Vista. We really don't need if we don't want them. You know, we'll tell you what we really don't need. We don't need the nuclear fission through oklo, a total fan favorite. That's one of the most speculative stocks out there. Hence why it's been such a It's frightening when you own a stock because of quantum computing prospects and then those hopes are dashed by an authoritative expert. It's terrifying when you own nuclear power derivative and a big nuclear believer says it might not need that much oil, that much energy. Either that or or it isn't going to order a lot of chips from Nvidia, which reports Wednesday. I'm trying to prep you. Of course, this whole alleged slowdown in the data center occurs right in front of videos earnings. Here's a terrific company with stock that's just absolutely wilted. I mean, unbelievable. Now, has Nvidia been a part of the froth? Let's just say that it won't be if it keeps delivering the way it used to, but it will be if it gives up the ghost. This one's starting to feel like the Kansas City Chiefs. Hey, listen, three weeks ago we thought they were great going in the big game. We know that the Chiefs weren't fugaz. They've won a lot of games. It's just that maybe they're up against such a staggeringly powerful team of players like the Eagles that it doesn't even matter what they do or say. Less frothy than usual, but still frothy nonetheless. That's how Nvidia feels to me. Like the Chiefs. I still say own it, don't trade it, but don't have any expectations of this particular quarter. Oh, then there's Palantir. This stock is more or less managed by Alex Karp, the CEO. He makes sure there's excitement and pizzazz around what the company does. He'd walk a mile for a camera, this guy. He tells you to ignore the slowdown in Europe or blame it on the pathetic continent. He's on the most high level book tour in history. I hope he's like Elon Musk, can do business while he's on the road. I'm sure if I ask him, he'll say he's working harder in the time between book interviews and that anyone who's worried about him is therefore a big fat idiot. But Palantir stock is getting clobbered because it has had a parabolic move. And right now this data analytics company needs a huge noisy client win. Karp needs fellow promoter Elon Musk to hire Palantir. Reform the Pentagon. This stock rallied 125 at its highest this week. It's now is this in all the King's horses stock? No, not at all. It's just that something needs to happen good at Palantir. Some big contracts, some big win. Not just a book tour. Anything that can reset the narrative because the potty mouth CEO is saying that he's all about lethality and ontology. Hey, my name, I'm the lethality king. I know that many young people are pro froth. They bid up these momentum stocks in the morning gunning them to get them noticed. When you see them Running@ say 7:38am you look them up and they always sound so great. You know what, you can literally make them up. So let's do that. Can you imagine like there's how about this one? I'll create this one eva. That's an electric engine company that designed to coordinate with Nvidia's Blackwell platform to be able to navigate the streets of San Francisco. In Los Angeles. Over there, the space why which launches satellites in order to send fire, hospital and cop shows to you if you cut the court. And then there's Palantori, a company that makes artificially intelligent pilates. They can find waste in the Pentagon once the pilates are brought into the Pentagon by curly haired foul mouth Palantir's people. And finally there's my favorite quant dog which is a company that has found a way to combine fusion with fission to create brand new state of matter while combating electric fiction. If you are looking up the symbols of any of these then I think you may be what what I think Palantir calls people that don't know what they're doing. Now I know there are real people who work at Rigetti or D Wave or Quantum Corp. They probably they go to work, they they talk with about qubits and developing quantum materials that have never been ever seen before. I'm sure that if you hire Palantir it's like hiring the Spartans and your company's opponents are going to die in hell. Very compelling stuff. But it doesn't tell you much about the earnings power which is what I care about. Now Froth is hard to kill. If you talk about quantum, you're actually trying to hurt Nvidia. And who doesn't want to try that these days? But the fact is, until the froth is slain, it hasn't been. As people are still abusing these. Until it's slain and its ingredients, including everything, it's still bathing in the glow of the now curtailed data center business. We can't find Terra Pharma. So here's the bottom line. Once these frothy momentum stocks come in enough, then we will finally be in a much more straightforward world. A world where what tends to rally is not the sizzle, but the stake. Barry in Florida. Barry. Jim Barry here. First of all, let me say I spend more time with you than most other people. An hour in the morning, then 20, 10 minutes. An hour later, 10 minutes with you. Let's keep that between us. Let's keep that between us. We will not put that over the. Can we cut that out because Barry and I are spending too much time together? Go ahead. Yeah, that one. Yeah.

[Eric Hansotia]

So I have a question.

[Jim Cramer]

Many of us are confused about a lot of stocks. FedEx is the 1 I'd like to ask you about this evening. Okay, so FedEx. There were a lot of rumors that Amazon's going to do more in kind of the trucking business FedEx does. Now, let me just tell you something. FedEx doesn't do anything with Amazon. All right? FedEx stock is down very big. It's at 253. I'm calling it an opportunity. I think Raj Subramanian is doing a terrific job. And I think that, you know, what is the downside here? I mean, if the absolute low, it was at 239, at 253, why not? Listen to me. I'm going for a beer with Barry after, okay? Not a model. I'm not with that. I think that this is where you start a position right now. Maybe you wait for the alleged shortfall in video. I mean, is there any. Like, you walk outside right now, it's like, hey, Jim, how about that shortfall in a video? I said it hasn't even happened yet. Okay? Anyway, froth is hard to kill. But until we do, the rally is going to be all sizzle. And no stakeholder may have. On the right. Celsius got a big boost on earnings and its billion dollar acquisition announcement. I've got the CEO to see if the stock can stay energized for the long term. Then I'm digging into some of the last week's biggest pullbacks and telling you what I'm watching. Fresh off the latest sell off and later. Can I go plow ahead after this month's mixed report, I'm getting a closer look with his top rare, so stay with Kramer. Don't miss a second of Mad Money. Follow imkramer on X. Have a question? Tweet Kramer Madmentions. Send Jim an email to madmoneycnbc.com or give us a call at 1-800-743-CNBC. Missed something? Head to madmoney.cnbc.com.

[Venu Homes]

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[Jim Cramer]

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[John Field]

Boarding and spa services. Want a recession resistant franchise? Check out Dogtopia because every dog and.

[Jim Cramer]

Dog parent deserve it. Go to dogtopia.com to learn more.

[Venu Homes]

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[Jim Cramer]

While most of the market was getting pulverized late last week, Celsius holdings, the formerly high flying energy drink baker. So its stock make a miraculous comeback. Yep. When Celsius reported last Thursday the company delivered a solid top and bottom line beat. And just as important, they announced the acquisition of Aulani New. This is another sugar free drink play. The market loved this deal so much that the stock shot up more than 27% the very next day. And boy, that day was a lousy day. So can you keep on? Let's close. I'm feeling these. The chairman, president, CEO of Celsius holds I've seen in a long time. Mr. Fieldy, welcome back to Mad Money.

[John Field]

Glad to be here, Jim. It's exciting times.

[Jim Cramer]

All right, well let's talk about that. John, the buzz around this is greater than anything I've heard in a very long time. Tell me why these two constituencies are so excited about each other.

[John Field]

I mean it's amazing. These two brands together will make us have the largest sugar free portfolio in the energy category. And it's the driving force behind functional beverages. And the energy category puts us as a number three, solid number three at a 16 share.

[Jim Cramer]

And sugar free is jumping over the other kinds.

[John Field]

It is, it is. For the first time in 2024, Sugar Free is the largest segment of the energy drink category. And you're looking at one of the best portfolios to compete head to head.

[Jim Cramer]

All right, so what is this company going to look like next year at this time?

[John Field]

Oh, next year. Well, if you look at 2023 and 2024, Celsius drove over 30% of the category growth. These two brands together drove over 50% of the category growth last year. So sky's the limit. Flavor trends are on, innovations on point. We have great things in the works and it's going to be exciting times. Where this brand go, these go, the bears.

[Jim Cramer]

Tell me, you know, Kramer, did you look at the numbers about how this category dried up? There is, we look at the revenues, there's something did go wrong. Maybe you can explain it to us.

[John Field]

Well, we saw for the first time ever in over the last 10 years the energy category actually went negative on growth for the first time. This was Q3 last year, right, Mintel? Globally the category is $90 billion category is expected to grow to 10% CAGR through 2029. So the category is expected to continue to grow. It's back into growth mode by the back half. We hit summer. A lot of great things in the works. Everyone wants better for you. Zero sugar, great refreshing flavors. Celsius has it a lot of news bringing new consumers in this female focused brand is on fire.

[Jim Cramer]

Okay, so this female focused brand is not necessarily in all the channels that this is in. So how can you get people who take Celsius right now to buy this?

[John Field]

Well, this is incremental. We're not sharing one consumer to the other. Celsius 5050 male, female. It's really going after that Health and wellness. It's Celsius Live Fit, the most refreshing energy drink in the world. Alani is great, great flavors, great packaging, health and wellness focus. But female focus and is truly incremental to who we're, who we're speaking with.

[Jim Cramer]

Now you have a particular spokesperson that I think is going to be the greatest, one of the greatest pro football quarterbacks ever. What's he doing for it?

[John Field]

We're rocking and rolling. And also Juan Soto is massive for us in the Met playing for the Mets. We got so many great people.

[Jim Cramer]

Jaden, we love Jaden.

[John Field]

Jaden's amazing. We have so many good people that support our brands. We're all about living fit health and wellness. I mean it's for everyone.

[Jim Cramer]

Now I know that one of the Good Housekeeping seal approvals you have is Lifetime Fitness which is something you're run by trainers really. Some. They would not put anything in if it weren't good for you. But they're not in this.

[John Field]

No, they're not. And there's a lot of opportunities. They're also not in the convenience channel which are just getting started.

[Jim Cramer]

Well, that's where it's a great channel.

[John Field]

Huge opportunities. You look at our infrastructure that we're going to leverage with this acquisition. I have over 500 dedicated sales, organic sales team members that are dedicated. We have key accounts, team members and all, all channels of trade. Huge opportunities that are happening in large format and grocery and mass. It's exciting times to be in the energy category.

[Jim Cramer]

I should be drinking pre workout drinks.

[John Field]

We have that brings a no other great opportunity for us. Adjacent categories which sports nutrition. The Alani knee brings us into pre workouts. They also have bars, protein shakes as well. So opportunities are endless.

[Jim Cramer]

How's the PepsiCo relationship?

[John Field]

Pepsi is going great. Really working well in the core on the Celsius portfolio. We have innovation tied in with them. We're doing suggested orders. We're using AI to better route our customer, our our sales reps and it's going well.

[Jim Cramer]

Now what about. Where are you guys just in terms of what's happening? This is what I wanted to ask is GOP Dash 1? You're the only one I see that I have that actually may be a beneficiary of what I think is going to be a 40 million person drug in this country. You're the right. On the right side of the page, not the wrong side.

[John Field]

Absolutely. That's a major trend and that's going to disrupt their.

[Jim Cramer]

You believe in grocery. You believe it because we got all these food companies coming on and they said, Jim, forget about it. They're selling the sugar this sugar that they're telling me not to worry about. There's no issue. That's just not true.

[John Field]

We're talking every major retailer in the country, especially in grocery, and everyone's seeing these trends and they're saying it's just going to continue to get stronger. And Celsius and Alani, zero sugar, better for you all need more energy. It's perfect for the consumer.

[Jim Cramer]

Are they all in? Because you did a big deal, but I wasn't sure whether they kept. They're going to take a lot of stock.

[John Field]

Well, the one concern is tying in right on the acquisition. Post acquisition acquisition. We had the founders tied in. They did take stock of about 8.6% stock ownership.

[Jim Cramer]

Right.

[John Field]

They're locked in for the next 12, 16, 18 and 24 months. They're collaborating with us over the next two years to make sure this is success and it's going to be exciting times. They partnered because they want to disrupt the beverage category with the Celsius franchise of what we built in our infrastructure now.

[Jim Cramer]

Okay, the most important slight slide in the deck. Page 19, the intersection consumer megatrends, $2 billion sales platform, differentiated platform in the attractive energy category. 16% category. Share. Yep. Everything that would happen that's.

[John Field]

That's amazing. Totally differentiates it. Especially with a multiple brand portfolio. You're able to leverage and unlock pricing promotional strategies that you can't do as a single brand heading head to head with some of these large mega brands that are out there. So we're on our way. 16 share is amazing.

[Jim Cramer]

And are you still bringing out some new flavors everybody loves?

[John Field]

All the pipeline of flavors is unreal.

[Jim Cramer]

Give us a little thanks.

[John Field]

Have a mango lemonade for Celsius this summer. And we got a whole pipeline coming in for Aulani. It is going to be the robust year for C LH Celsius holdings on both these brands.

[Jim Cramer]

Okay, well, I'm going to make a prediction. This stock had a very big decline because there was a flattening of revenues. This combination is so powerful and I didn't know it when I first saw. I said Alan, he knew but every person, every woman knew it and I guess it really is the one that people want. I'm so glad you got it. It's going to be a big differentiator for you John. Big. That's John Field, the chairman, President, CEO of Celsius Holders. Now remember the energy drink category Monsters. The greatest performing stock not here in tech over over a 30 year period and this was a great one and it can reignite. Mad Money's back into the break. Coming up, still trying to make sense of last week's sell off. Kramer's got you covered with the lessons he's learned from the market's recent rough patch. Next Every day thousands of Comcast engineers and technologists create connectivity solutions that change the way we work, live and play. Like Kunle, a Comcast engineer who is focused on revolutionizing the in home WI Fi experience today. And for the next generation, Kunle builds powerful Xfinity WI Fi devices that deliver a fast reliable connection with capacity to connect hundreds of high bandwidth devices at once and next level latency for the applications of the future like augmented and virtual reality and cloud gaming. Learn [e-mail] wifi how will you shape the future of consumer products in retail with confidence? Behind every favorite product or seamless checkout, there's a series of strategic decisions to make. EY brings real time insights and deep sector expertise to create value in the moments that matter. Whether it's untangling global supply chains, managing cost pressures or leveraging emerging tech, EY's full spectrum of services helps CPG and retail companies deliver profitable growth. EY shape the future with confidence. Last Thursday and Friday were just brutal with the S and P. S and P plunging a combined 2.1%. Nasdaq Dow both fell 2.7% as we got some soft economic data paired with some signs that the Fed they weren't that eager to make cuts. Now Wal Mart, long a bastion of strength in retail, issue what some people thought was a cautious forecast that also crushed the entire group. Now while the average only down 2 to 3% during the two day sell off squall, when you zoom in on the individual losers, like I said, it's the top, there was a lot of truly hideous action. Sell, sell, sell, sell, sell. In fact, look, the turbocharged growth stocks, they started falling apart on Wednesday which is why we took the weekend to look through the biggest pullbacks in the last three days last week. This is from all the components in the S&P 1500 with market capitalizations above 10 billion so it's pretty rigorous screening here. Now today I want to walk you through the 10 biggest decliners because they can really tell you a great deal about with what's really going on in the market now. Biggest losers. One of them that has just been quietly going up over time is called Axon Enterprises forming Taser which plunged nearly 28% over the course of three days. Now Axon has been a fabulous winner for years. It pivoted to buy to police, body cameras, evidence management software, those good businesses. So why then did the stock just get completely obliterated? Weirdly, there really wasn't any bad news from the company. Instead it was a 12 punch of downgrades from analysts at boutique research firms that failed. Exxon, the first from north coast caused the stock to sink more than 16% last Wednesday for another downgrade from Craig Hallam caused it to fall over 8% on Thursday. The stock fell another 5% on Friday when the market wide selling really got going. Now Axon reports tomorrow after the close, but clearly people want to ring the register going into the quarter and the bearish analysts gave them a real excuse to do so. Very different attitude from what we've seen in the past few months, huh? Where momentum stocks are frankly unstoppable. Second is one that kind of took your breath away, which is Akamai Technologies because it felt this experience. It's a long standing company. It fell 22.7% from Wednesday through Friday. Now this is a content delivery network that's like I say, it's like the fast lane on the information. I would. Akamai reported on Thursday evening and while the results were fine, well, you know what matters more? The guidance. And the guidance was awful. Three analysts downgraded the stock on Friday and with good reason. Growth is slowing, margins are coming down and Akamai needs to spend a lot of money to maintain its network. No, thank you. There was epam, EP AM Systems. That's an enterprise software company for platform engineering development. I don't follow this company all that closely, but I do know that EPAM has a major presence in Ukraine and the Trump administration seemingly wants to pull the plug on assistance to Ukraine. I thought that was why the stock punched 20% in the last three days of the week. But there's more to it because EPAM reported on Thursday morning the guidance was absolutely miserable.

[Venu Homes]

House of pain.

[Jim Cramer]

The fourth largest loser is a company called Sia which operates in the less than truckload. LTL is what they call it, freight market. This stock fell 19.5% in the final three days of the week. Hey, by the way, the ninth biggest loser, Old Dominion Freightline, good company and the tenth biggest loser XPO, also good are in the this same less than truckload business. All three of these freight companies reported earlier in February turning in okay results. But they all got hit last week in response to an ugly quarter from competitor TFI International. And by the way also FedEx was rumored to become more of a competitor the industry. I don't know about this group. When you throw in the softer macro data mentioned earlier, Wall street just gave up on all these. The freight market's been awful for years now. We call it the freight recession. But if you're waiting for bottom you might want to wait a little longer to get some confirmation. Things are improving. I don't see any improvement. 5th largest decline well from the aforementioned Palantir technologies which fell 18.7% during the three day period and then plunged another 10.5% today. While there was some relevant news here, headlines about budget cuts from the Pentagon, insider selling chatter, resignation of the chief accounting officer. I don't think that explains the weakness. Palantir got crushed because was the hottest stock in the entire market. Traded up to extreme valuation via parabolic move. They never. Those don't last, trust me. And then Wall street gave up on momentum so Palantir came right back down. I like the company stock but the company but you know what, the stock's so expensive and frankly I got to tell you, I think it's gotten a lot of some real bearish adherence in the last few days. The sixth biggest loser from Wednesday through Friday, one that we love, Sprouts Farmers Market. It fell 16.4% during that period. Most of the company, most of that coming after the company reported on Thursday night. Bizarrely, Sprouts reported really strong numbers. This was a great quarter and all the analysts raised their estimates yet the stock rolled over anyway. Why I saw someone complain that October was the best month the quarter and for what it's worth, I mean it's big cadence. By the way, the company's full year same store sales forecast was much lower than its first quarter Same store sales forecast which suggests that growth will continue slowing throughout the year. But honestly what really did it? I'll tell you what did it. Sprout Stock was up 220% in the 12 months before this quarter. And I think this is another momentum stock that simply got too hot to handle at the last moment and maybe he's going to stay that way. Oh, next we're really getting in on him's and hers. Yeah, hims and hers. Health tumbled 15.8% from Wednesday through Friday. In fact, every penny of that loss was from Friday's 25% meltdown. Simple story here. This stock had been rallying up 184% year to date as as of the middle of last week. This is basically an online pharmacy and they've been offering cheaper versions of GLPGS1 Drug drugs from compounding pharmacies. Those are pharmacies that actually make drugs supposed to just buy them. They're allowed to ignore the patent because there's a shortage of these life saving drugs. But last Friday morning the FDA announced that the shortage of Novo Norris is epic is over. Which means the HMIS gravy train might be over Two stocks down big again in after hours trading after the company reported mixed fourth quarter results after the close tonight. Finally the eighth largest decline during the final three days of the last week was Cadence Design System. Wow. Good company software play that helps tech companies design semiconductors and electronics. Including Nvidia. Cadence fell 14% during the three day period. We're looking at it mostly on Wednesday after the report. A solid quarter with conservative guidance. But the stock kept falling at the end of the week as more concerns about overbuilding for air infrastructure emerged. Cadence is up is fully a part of that theme. So continue to get hit with the stock not not far from the 52 week low. Now it might actually be worth thinking about buying on weakness. Candidly, this weakness for Cadence could carry over to Nvidia when it reports on Wednesday. I'm just trying to keep you up on a stock that you may own. As for the 9 and 10, well the other freight players I mentioned, that's all Dominion Freight Line and xpo, both freight plays with less than truckload exposure like say now. And they both went down on negative pin action from the competitor and not necessarily from themselves. So Those are the 10 larger stocks that got hit the hardest last week. And when you look at these names collectively, there's a lot to learn. First, for the hottest of the hot stocks without valuation support, they're always vulnerable to sharp pullbacks, usually because the bond market. Not this time. Yet when you buy, momentum gains are easy to come, easy to go. There's that's the story behind Exxon, Palantir Sprouts and Hims. Second, lots of previously good companies are reporting good quarters with real bad guidance. At the same time, the lesson Truckload freight plays are suddenly hated. Both signs of deteriorating economy here's the bottom line, at least in the eyes of Wall Street. The US economy is looking quite a bit worse than it did just a month ago. Fortunately, it's now a new week and even started off well with some decent gains from for most stocks today, although there was a bit of collapse at the close. But we can always learn something from looking at the results of the tape. And last week we got a real education from the amount of buyers trapped in the school of hard knocks. Let's speak to Carol in New York. Carol. Oh hey Jim. What a great club meeting last week. Oh, thank you, thank you, thank you. Trying to keep everybody up when you know on some stocks that I am concerned about long, short term, not necessarily long term, but short term. So let's go to work. Okay. So I was looking at names of companies that you spoke highly of in the past that I haven't heard about in a while. And I wanted to ask you about Abercrombie. I saw the burnt that they beat earnings the last four quarters and although I'm still learning what to listen for on conference calls, the last one sounded overall like numbers grew but many of them not as much as previously. There was a continuing share buyback and opening 40 new stores. They did talk about headwinds from Carol. You know, Carol, no, it's not really currency. They had promised a very big number and they failed to deliver and it has been paying the price ever since. This is a, I mean I guess I could say I'm going to say Fran Horowitz is a good manager. It's a disaster and they I don't know how they can turn around but they are going to report on the 5th of March. Let's hope they get it right. And if they do, they may have to get it right without me because that last quarter was so bad. I really appreciate you saying you like the call. We can always learn from looking at the results of the tape and from last week it sure seems like Wall street is looking worse than it did a month ago. Much from at my end I'm hearing what the acres ahead look like for the agriculture space with ag. Then don't miss my breakdown of a pair of stocks that I'm keeping my faith in even amid the tape recent turbulence in that close today and of course all your coals rapid fire in tonight's edition of the Lightning Round. So stay with Kramer. Lately the agricultural business has been struggling thanks to low prices for some key crops, stubbornly high interest rates, geopolitical concerns that makes it hard to Predict for near term future for some of the top companies industry acco it's one of the world's largest makers of pharmacy. Now this month I could report I guess you called a mixed quarter with revenue miss alongside a solid 7 cent earnings beat. They're getting the costs in line. The company paired those results with a mixed full year forecast in response to stock fell more than 5% in a single session. Has really recovered. So how do we figure this one out? Well, let's figure it out with Eric Hanson. He is the chair, chairman, president, CEO of agco. We got to get a better view of the situation. So I don't really understand it. Mr. Ansonia, welcome back to Mitt Money.

[Eric Hansotia]

Hi Jim.

[Jim Cramer]

Okay, so tell me Eric, because I am confused. I look at your stock and I say, what do you do? I mean the ag cycle's bad. You got real countries that are in real trouble. I know that your predecessor Martin Reischenhagen said this is the time you buy your stock aggressively because things are going to come back, but you're not buying back your stock. Is that because you're not sure that things are going to come back very fast?

[Eric Hansotia]

No, we're absolutely sure. You know, 2024 was the big correction year. That's what happens about 24. We're also highly confident that 2025 is the trough. All of our models are predicting that. The barometer for in Purdue for the US Industry industry and SEMA for the European industry are already strongly up us is more wasn't in this position since 2021. So we're very confident in that. We don't buy our stock back right now because we've got a shareholder concentration issue that really has caused us to instead of buying stock back, we do a special variable dividend. But that has nothing to do with the confidence of where we see the strength of the company and the strength of our industry.

[Jim Cramer]

Okay, so forward. Explain to me why Deere could be hitting a higher competitor. I'm obviously reacting to everything you just said, which is that we are at the trough. You got to buy and yours is hanging back as if the trough isn't here.

[Eric Hansotia]

Well, we have to remember we're a pure play ag machinery business. And so we move essentially purely with the ag economy. Some of our competitors have a construction business and sometimes even another business. And construction businesses are more buoyant right now. So you see a bit of two dynamics with some of our competitors where a single dynamic is really what, what impacts our business.

[Jim Cramer]

Well, should you be thinking about maybe diversifying a bit. Just because when I recommend, when I recommend a stock, I don't want to tell people that they're necessarily hostage to a cycle. Even if the company's as great as yours?

[Eric Hansotia]

Well, it depends. If, if, if we thought that we could add more value by diversifying into other sectors, we would. We don't believe that. We believe being very focused on being the most farmer focused company in industry is exactly what we need to do. Investors can diversify on their own. We happen to be at the very bottom of the trough right now. And even in 2024 we delivered 300 basis points more in margin than we did at the same time in the cycle last time. So all of our focus on technology, margin rich businesses growing our premium brand fent, growing our precision ag business and then taking out costs, they're all hitting and providing a much stronger business this cycle than they were last. In fact, our performance at the trough this year is better than it was at the peak during our last cycle. Well, that is significant structural change to this business.

[Jim Cramer]

That is a great point. Now one of the things that is concerning me about our economy and other places is that food costs got too high and yet I'm not seeing high grains. Maybe one grain is high. Can you explain to me why we have such horrible food inflation when I'm looking at farmers not making that much money? But maybe they could plant more with Agco. I know they could plant more.

[Eric Hansotia]

You know, most of the inflation is on the protein side of agriculture. Essentially that means eggs and meat as opposed to grain. Grain prices are somewhat low right now and that's a big part of our business. But during the high price of when prices of grain were quite high, the beef herd got culled way back now you add to that the avian flu and 42 million birds have been culled over the last year or so just in North America. That's over 10% of the flock. That's a significant reason why egg prices are so high. Those are the drivers to food inflation right now. Not so much the input cost of grain to those protein producers.

[Jim Cramer]

I hope the Federal Reserve is listening to you because that explains a great deal. Now how about what's happening with, with Ukraine? Where are we there?

[Eric Hansotia]

Well, this is, it looks more like, you know, a settlement is, is in play here than has been for the last three years. But you know, until it's done, it's not done. We certainly have been supporting Ukraine. We've added this thing called Project Sunflower. We put Ukraine at the very top of the list where we give those farmers priority because of all the challenges they're under. Even with that, that whole market has been hit quite hard. It was the breadbasket of the area for a number of times. 13% of the global calories came out of there. You and I talked about that before. We'd love to help those farmers get back to that kind of productivity. It'll take some time and it'll take peace time to really have it happen.

[Jim Cramer]

Okay, then Brazil, I mean, you know, any company I know that has business in Brazil is telling me what the hell, what the hell are we doing in Brazil? What's happening there?

[Eric Hansotia]

Hey, Brazil is a great market. I was just down there for a week last week and met with some of the farmers and a lot of our team there. And Brazil is absolutely a growth market globally. You know, they have more opportunity to put more acres into production, but also they can crop two to two and a half crops per year because of their tropical climate. So I was there, the combines were going through, harvesting the grain, and right behind it comes the planter, planting the next crop on the heels of the combine, as opposed to having a fallow season. So they've got tremendous growth opportunity to feed the world's population as it grows from 8 billion to 10 billion people. We're big on Brazil. Very large fields, very productive farmers with are very sophisticated. They measure every little thing. And so we, we've been investing heavily. We just opened up a remand center, a training center. We're continuing to invest in our facilities. So we're bullish on Brazil.

[Jim Cramer]

Well, okay, so let's just understand. I think you're telling positive stories, but there is no doubt about it, there are huge headwinds here. There's weather, it's not so great. We have. Politics are not so great. So what is. I know that you're sure that we're at a trough, but are those things resolvable? Weather, of course, is nothing you control. And the politics seem to be not so hot.

[Eric Hansotia]

Well, weather is one of these things that I think is with us from now on. And there's going to be more climate events and probably more severe climate events. So two things. We help farmers with shortening windows. And the big thing is precision agriculture. They need more technology to have the machine do a better job for them in a shorter amount of time. So Precision Ag is, is the deal we closed on our $2.3 billion tech investment, the biggest in the industry's history, last year, all about taking a leadership position in precision Ag, especially for the mixed fleet. Essentially that means serving any farmer regardless of their brand, not just our machinery brands. And so that's, that's what is about weather. Weather also in some ways helps because as one area gets hit by a weather event that takes that amount of crop off the, off the market, that helps prices everywhere else. And so we're helping farmers wherever they can deal with the volatility. But weather actually helps with pricing for farmers.

[Jim Cramer]

Well, I learned a lot during the politics. Yeah, we're politics.

[Eric Hansotia]

Well, politics were in an uncertain environment. But, but we'll, we'll navigate that.

[Jim Cramer]

Well, thank you for explaining all this to me. And again, I hope that people listen to what causes food inflation and how it's not the farmers, maybe the herds, but we don't know if they grow them again. It sure will change. Eric Han Sodia is the CEO of Agco and really understands the business. Hey, Eric, thanks for coming back on the show.

[Eric Hansotia]

Thanks so much, Jim. Always good to talk to you.

[Jim Cramer]

May have on his back into the break. Coming up, Cramer takes your calls. And the sky's the limit. It's a fast fire. Lightning round next. It is time. It's time for the lightning round. You plan this out and then the lightning round is over. Are you ready? Schematic. Time for the lightning round. Christmas Lou in Massachusetts. Louis. Jim, my financial idol, huge fan. So glad to be on the show. Thank you. Glad to have you. Hey, listen, investment club members since you kicked it off and I'm dedicated to listening almost every night. And my family is going to be cracking up laughing if they hear this. So here goes. I'm disillusioned right now by a recent purchase that, that seems to be dropping daily. And it might be just what's going.

[Venu Homes]

On out there in the market.

[Jim Cramer]

I'm talking about Modine. Yeah. I got to tell you, Lou, people decide that that is part of the data center and the CFO sold a lot of stock until people are itching to get out. It has come down so much. I don't know what they're itching about. Go get some Sarna or something that works the cortisone. Cortisone 10 is very good. Let's go ahead. And Patty in New York. Patty. Hi, Jim. Yonkers, New York. Yonkers. Unbelievable vacation spot. Fantastic. What's up, Jim? I'm in a house of pain with elf cosmetics. Oh, my. I got to take down 40%. Everyone's decided that it doesn't work anymore. It's got tariffs, blah, blah, blah. I Am not going to sell Taranga. Me mean down 40. It doesn't matter. But I am not going to sell it. That's crazy. People hate it. Let's just wait, wait. Don't bite. Not yet. Let's go to Jim in New York. Jim, hello. What's your thoughts on pgy? Buy, sell or trade? You know, it's up so much fintech. There's only a couple fintechs that are really stayed. I want you to take some profits. Let's just do it. Let's just do that. I'm gonna ask you to ring the register. Okay. Let's go to Rich in Connecticut. Rich. Hey, Jim. Booyah. Hey, buddy, how you doing? Good, good, thank you. You're doing a great job. Keep up the good work. I'm trying. All right. I've held this stock for about two years. Done well with it. Nice dividend. And I know you've liked it recently, but it's backed off from about 21 to 19. Is it still smart, you think to buy here? And I'm talking about energy transfer. Yes, it is smart. I mean, look, you buy. This is what you buy. Just, you know, it's as a pipeline coming. You buy it by the percentage yield. So it's got a 7% yield. Now you buy some 8, you buy some 9, you buy some. That's how you buy these stocks. And I'm going to continue to pound that. That's the way to do it. How about we go to Brandon in California? Brandon, can you hear me?

[Eric Hansotia]

Jim, am I on?

[Jim Cramer]

Better than ever. Oh, you are on. I love you are on. I love you, man.

[Venu Homes]

I just want to let you know.

[Jim Cramer]

Thank you. Thanks for everything you do. And no one's told you you're cool.

[Eric Hansotia]

Like the one in the swimming pool.

[Jim Cramer]

I do have a question. Two questions.

[Eric Hansotia]

First question, are you ever going to.

[Jim Cramer]

Bring back the bat when you're smash stuff? And question number two is about New Fortress Energy. All right. New. Well, I don't know if we're gonna bring it back. I kind of like. I would like to do that. But Newport and Center is this company that we profiled as being not a great company. And we're going to continue to say it was not a great company. It's in the archives. Can't do anything about it. It's a bad one. And that, ladies and gentlemen, is the conclusion of the Lightning Round. The Lightning Round is sponsored by Charles Schwab. Coming up, Kramer's breaking down the recent action around Apple and Home Depot in the latest chapter of his investing guidebook. Next night I referenced, referenced the George Michael song lyric, you gotta have faith. And my Sunday Think piece for the investing club. My daughter's a member and somehow it resonated with her. It just seemed important given how terrible last week was. That legendary song reminded her that gloom is not a strategy. I've always said that hope should not be a part of the investing equation. I say that because hope is something that belongs in the stadium, as in I hope the Eagles win the Super Bowl. But my hope has nothing to do with the Eagles winning or losing, does it? So how can we have faith when we invest if hope is off the table? Simple. Faith is different from hope. To me, faith means that when Apple announces it will spend more than $500 billion in the US over the next four years. That will be meaningful to shareholders. Because Apple cares about shareholders. It's not doing something just to appease the President. United States, that means it's good for Apple. When CEO Tim Cook says, quote, from doubling our Advanced manufacturing fund to building advanced technology in Texas, we're thrilled to expand our support for American manufacturing. End quote. And he continued, quote, we'll keep working with people and companies across this country to help write extraordinary chapter, new chapter in the history of market innovation. Vast majority of people I talked to said Cook made this announcement simply to get the President off his back and stock went down two bucks at the open. I think that that shows zero faith in what Tim Cook's accomplished over the years. Given his track record, you should have faith in his plans for the future. Telling Cook suddenly got stupid when he met Trump. He came up with an American manufacturing plan. That makes sense. We don't know how Apple can avoid paying tariffs on their Taiwan made semiconductors, but maybe have a little faith in that issue to know. Or how about Home Depot right now? The stocks being left for dead. I mean, it's just hideous because why? The Fed has paused its rate cuts. It's been horrendous, a total nightmare. Now Home Depot reports tomorrow morning housing turnover has been pathetic. The weather's been terrible. Appliance and tool sales have been just incredibly disappointing. But Home Depot, the Stock is down 57 points from its high set in November last year. It's been pummeled and pummeled on each negative data point. When we see the numbers, they'll likely be below expectations because expectations as defined by the analyst community have not changed during this period. I don't know why. I have no idea why that is. Because it's obvious that things have gotten worse for their clients, if only because of the weather and the lack of housing turnover. But after the stock gets clobbered tomorrow morning, after I want to go buy some more of my travel, trust that lower price. Why? Because I have faith that Home Depot will come out of this meager downturn much stronger than it came in. Why? I have faith because I remember 2007, 2009, when many short sellers bet against this company during the worst housing collapse since the Great Depression. What happened back then? Home Depot gained share. They became more indispensable to the industry than ever before, and they used the weakness to buy back a gigantic amount of stock, taking the share count from 2.1 billion to less than 1.7 billion. How can you not have faith in a company that did that during the Great Recession? Do you think these guys have gotten dumber since 2009? That they've lost their institutional knowledge? I don't. That's why, after all the estimates are finally cut and the price targets are trimmed, I think you have an exquisite moment to buy the stock of Home Depot. Now, when I say you got to have faith in this business, that doesn't mean faith should be easily dispensed. I only have faith in a handful of companies. I'll be a big handful. But if you don't have faith in anything, that means you don't know the history and you don't know how stocks work. While people always say the past performance is not indicative of future results in this business, sometimes when you're dealing with well run companies like Apple and Home Depot, past performance has been a great predictor. Maybe not tomorrow, but certainly for four decades before that and maybe decades into the future, Alex said. As always, bull market summer, I promise I find just for you right here on Man Money. I'm Drew Kramer. See you tomorrow. All opinions expressed by Jim Cramer on this podcast are solely Kramer's opinions and.

[John Field]

Do not reflect the opinions of cnbc.

[Jim Cramer]

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. Kramer'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 this is a message from sponsor Intuit. TurboTax Taxes was getting frustrated by your forms. Now Taxes is uploading your forms with a snap, and a TurboTax expert will do your taxes for you. One who's backed by the latest tech, which cross checks millions of data points for absolute accuracy. All of which makes it easy for you to get the most money back. Guaranteed. Get an Expert now on TurboTax.com, only available with TurboTax Live full service. See guarantee [e-mail] guarantees.