Mad Money w/ Jim Cramer 2/25/25

Summary

Mad Money w/ Jim Cramer – Episode Summary (February 25, 2025)
Release Date: February 26, 2025

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1. Market Overview

Jim Cramer opens the episode by addressing the current market dynamics, emphasizing the ongoing struggle within the data center sector. He describes the market as a "living, breathing, seething animal," highlighting the volatility caused by various factors such as tariffs and shifting consumer confidence.

• Tariff Impact: Cramer discusses the relentless tariffs initiated during the Trump administration, which have been a significant drag on large-cap tech companies. He mentions, “There’s the endless tariff Trump one that’s driven stocks lower en masse” ([03:25]).

• Indices Performance: He notes the contrasting performance of major indices:

  • Dow Jones: Advanced by 160 points.
  • S&P 500: Declined by 4.7%.
  • Nasdaq: Dropped by 1.35%.

Cramer underscores the fragility introduced by tariff pressures and geopolitical tensions, particularly with European allies targeting American tech giants like Alphabet and Apple. He warns of potential government retaliation if these tariffs persist, stating, “Our government will retaliate for a similar amount of money. No more plunder” ([04:15]).

Key Insight: The data center theme is central to current market movements, with Nvidia playing a pivotal role. Cramer anticipates a significant “clearing event” based on Nvidia's earnings, which he believes will determine the future trajectory of tech and industrial stocks.

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2. The Nvidia Factor

Cramer delves into the critical role Nvidia plays in the tech ecosystem, describing it as the backbone of AI, electric vehicles, and data centers. He paints a vivid picture of Nvidia’s influence:

• Technological Backbone: Nvidia’s semiconductors enable advanced computing and AI applications. Cramer explains, “This semiconductor becomes the backbone of electric vehicles, of robots, and most important of the data centers themselves” ([05:10]).

• Market Vulnerability: He highlights the potential vulnerability introduced by Chinese competitors who may develop more efficient chips, potentially undermining Nvidia’s dominance. “Suddenly the data center feels fragile” ([06:00]).

• Stock Correlation: Cramer points out that most of the Magnificent Seven tech giants, except Apple, are showing signs of strain due to their heavy reliance on Nvidia’s data centers. “The fact that Apple hangs in there is actually proof positive the data center is what’s on the line” ([07:15]).

Notable Quote: “There is no denying Nvidia's importance right now. It's paramount.” ([33:32])

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3. Interview Segment

A. Vlad Tenev – Co-Founder, Chairman & CEO of Robinhood

Timestamp: [08:34] – [24:15]

In an in-depth interview, Vlad Tenev discusses Robinhood’s strategic direction and product innovations aimed at democratizing finance for retail investors.

• Platform Features: Tenev highlights Robinhood’s intuitive design and the introduction of futures and index options, aiming to provide retail investors with sophisticated trading tools. “We want to be number one at the active trader market” ([16:33]).

• Regulatory Environment: He touches on the favorable regulatory climate under the current administration, which supports AI and financial services advancements. “We’re fortunate to have an administration that wants the US to be number one in AI and financial services and crypto” ([18:39]).

• Growth Initiatives: Tenev outlines Robinhood’s expansion into multi-generational financial services, including family accounts and enhanced retirement products with incentives like a 3% match on IRAs. “If you have your family on using the same brokerage… it’s the natural trust choice” ([21:52]).

• Monetization of Venmo: He acknowledges the competitive landscape but asserts that Venmo’s first-mover advantage and user-centric enhancements will drive its monetization. “Venmo is the verb. It is the system that users are using” ([30:38]).

Notable Quote: “We’ve succeeded more than anyone else I have met in my life in democratizing stocks.” ([23:35])

B. Alex Chriss – President & CEO of PayPal

Timestamp: [25:26] – [33:22]

Alex Chriss provides insights into PayPal’s transformation under his leadership, focusing on leveraging data and enhancing consumer and merchant ecosystems.

• Ecosystem Synergy: Chriss emphasizes the integration of consumer and merchant data to personalize shopping experiences, thereby enhancing loyalty and acquisition. “What PayPal has that nobody else has is two sides of an ecosystem” ([27:26]).

• AI and Personalization: He discusses how PayPal utilizes AI to mine consumer data, offering personalized merchant discounts and tailored shopping experiences. “Your ability to come in, they may know now your shoe size… customized to your exact needs” ([28:12]).

• Global Expansion: Chriss touches on PayPal’s role in financial inclusion worldwide, facilitating peer-to-peer payments and integrating cryptocurrency options for broader accessibility. “We are an incredible ecosystem for peer to peer payments” ([29:33]).

• Future Vision: He outlines an ambitious vision where PayPal evolves into a comprehensive commerce platform, managing global transactions and expanding product offerings. “Three years from now we are not a payments company. We are a commerce platform that is managing the world’s commerce” ([32:44]).

Notable Quote: “Connected with our shopper profile is a game changer.” ([28:53])

C. Tom Jordan – Chairman, President & CEO of Cortera Energy

Timestamp: [34:13] – [39:26]

Tom Jordan discusses Cortera Energy’s strategy in the oil and gas sector, focusing on operational efficiency and emission reductions.

• Operational Efficiency: Jordan explains Cortera’s focus on maximizing resource extraction with minimal investment, emphasizing the importance of capital efficiency and execution. “If we could get our entire asset base out of the ground with one well, that would be the optimum well count” ([35:53]).

• Strategic Acquisitions: He details recent acquisitions aimed at concentrating operations and enhancing efficiency. “It lets us put a team at work and do hundreds of them a year” ([37:20]).

• Emission Reduction: Despite political challenges, Cortera remains committed to reducing emissions as a part of operational excellence, not merely regulatory compliance. “We are doing these things… it’s a commitment to excellence” ([38:19]).

• Market Positioning: Jordan highlights Cortera’s strong positioning in natural gas, diverging effectively from oil, and maintaining broad price exposure to mitigate risks. “We take some of it on long term contract… part of portfolio management” ([36:35]).

Notable Quote: “We don’t give ourselves medals for the number of sticks. We focus on efficiency.” ([35:23])

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4. Lightning Round

Cramer transitions to the popular Lightning Round, where callers seek quick buy, sell, or hold recommendations on various stocks.

• Mark in Pennsylvania:

  • Stock: Ford Automotive
  • Recommendation: Sell. Cramer advises against holding Ford, suggesting investors should seek more confident earnings prospects ([08:35], [07:55]).

• Bill in Massachusetts:

  • Stock: Uber
  • Recommendation: Buy. Cramer proposes a phased investment strategy, buying more shares if the stock dips to $68 ([08:35], [07:55]).

• Frank in New York:

  • Stock: Vertiv
  • Recommendation: Hold. Cramer expresses concern over Nvidia’s potential impact but maintains a hold position pending further developments ([13:43]).

• Kurt in Illinois:

  • Stock: We Rise
  • Recommendation: Hold. Acknowledges consistent performance but advises caution due to market volatility ([Lightning Round Segment]).

• Frank’s Follow-Up:

  • Stock: Vertiv
  • Recommendation: Hold with anticipation of Nvidia’s next moves ([13:43]).

• Cole’s Inquiry:

  • Stock: Uranium Energy Corporation
  • Recommendation: Hold. Cramer advises maintaining the position for long-term growth despite short-term challenges ([Larry’s Call]).

Notable Quote from Lightning Round:
“It's a clearing event. All the sturm and dragging will already be done and the damage will be complete.” – Jim Cramer on Nvidia’s earnings impact ([07:55]).

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5. Home Depot Analysis

In the concluding segment, Cramer provides a detailed analysis of Home Depot’s recent earnings report.

• Earnings Performance: Despite high mortgage rates and low housing turnover, Home Depot reported better-than-expected earnings, which initially perplexed the market leading to a temporary stock dip.

• Strategic Acquisitions: Cramer highlights the acquisition of SRS Distribution for $8.825 billion, enhancing Home Depot’s professional contractor services and driving incremental sales in key markets.

• Market Reaction: He criticizes short-term sellers who react hastily to earnings reports without thorough analysis, leading to misunderstanding of Home Depot’s strong performance.

• Future Outlook: Cramer remains bullish on Home Depot, noting its robust positioning and potential for growth as the company continues to pivot and strengthen its market presence.

Notable Quote:
“When it comes to home improvement, Home Depot's always tried to dominate the professional market… the sellers didn't even finish the release.” ([39:26])

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6. Conclusion

Jim Cramer wraps up the episode reinforcing his optimistic outlook on certain sectors and stocks despite short-term market turbulence. He emphasizes the importance of thorough research and long-term strategic thinking in investment decisions.

Final Takeaway:
“Truly great companies can figure things out no matter what. They know what to do and they don’t just stand there and take a darn punch.” ([39:26])

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Notable Quotes

• On Nvidia’s Importance: “There is no denying Nvidia's importance right now. It's paramount.” ([33:32])

• On Robinhood’s Success: “We’ve succeeded more than anyone else I have met in my life in democratizing stocks.” ([23:35])

• On PayPal’s Ecosystem: “Connected with our shopper profile is a game changer.” ([28:53])

• On Cortera Energy’s Efficiency: “We don’t give ourselves medals for the number of sticks. We focus on efficiency.” ([35:23])

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Key Insights

• Nvidia’s Dominance: Central to current tech market dynamics, with significant implications for major tech indices and related stocks.

• Strategic Leadership: Interviews with industry leaders like Vlad Tenev and Alex Chriss reveal a focus on innovation, ecosystem integration, and strategic expansion.

• Market Behavior: Cramer warns against reactive short-term selling, advocating for informed, long-term investment strategies.

• Sectoral Focus: Emphasis on technology, financial services, and energy sectors, highlighting specific opportunities and risks within each.

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This episode provides a comprehensive analysis of the current market landscape, in-depth discussions with key industry leaders, and actionable insights for investors. Jim Cramer's blend of market commentary, expert interviews, and real-time stock recommendations offers valuable guidance for navigating the complexities of Wall Street.

Transcript

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[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. Man Money Start Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramer America. Friends. I'm just trying to make that little money. My job is not just to teach and educate, but also to entertain. So call me at 1-800-743-CNBC or tweet me Jim Cramer. The rebellion against the data center continues. That's the dominant theme of this market. Don't let anyone tell you otherwise. The data center has been the single biggest investment story for months on end, even if it's not always obvious from the averages, say with The Dow advanced 160 points, S&P decline.4.7% and the Nasdaq has tumbled 1.35%. This sea change, one that we are undergoing in real time with the data center theme suddenly going from positive to negative is buried within the broader indices. But it's like a living, breathing, seething animal, a snorting bull turned into a grizzly, scratching and clawing back the gains in your portfolio. How do I know this? Aren't there more cost cards than that? Oh, of course there are. I mean, there's the endless tariff Trump one that's driven stocks lower en masse. Incredibly, aside from the Dow, there is no index. Not the s and P500, not the NASDAQ, not the Transports, not the Russell 2000 that's up since Inauguration Day. And some of them like the small cap Russell getting killed. It feels like you get a new tariff every day, doesn't it? Today we've got a defense of our large cap tech companies which have been endlessly targeted by our European allies. These, these countries, they've used our tech companies amaz as the alphabets apples like honey pots. Now when it happens, our government will retaliate for a similar amount of money. No more plunder. I know these tariffs have people on edge. Consumer confidence indicators. They've just plummeted. Interest rates are sinking for fear of an economy gone soft. The key 10 year treasury yield is back to where it was in mid December when many thought we were looking at many more rate cuts than we've gotten. We have had to put rate cuts talk on hold. Now it's right back because there's a newfound paralysis. Too many things happening at once, scaring people, few of them good. I know President Trump is deeply committed to tariffs as a way to bring back money and protect American industry. But Trump also judges his performance in part by looking at the averages. If this decline keeps gathering steam, we may have a presidential put because I think he'll feel compelled to do something, anything to turn the market around. But not yet. He's not going to come to the aid of a specific theme like the wonderful rise and now hideous fall of the data center. For some history. A little known graphics company and gaming chip maker called Nvidia invents a semiconductor that both enables accelerated computing and generative artificial intelligence. The kind of AI that knows when you buy a book about the battle of Khe Sanh in Vietnam, that shows you four other books you might want to buy about that terrible war. Or when you ask Alexa for Tchaikovsky second violin concerto like I did last night. Oh no, it actually put on a percussion symphony instead. All right, no, bots are perfect. This semiconductor becomes the backbone of electric vehicles, of robots, and most important of the data centers themselves. Consider them barns with brains, huge warehouses full of servers. No large tech company worth its all can afford to do without these data centers. So they spend billions upon billions upon billions of dollars and they are stocked to the rafters with Nvidia chips. And then out of nowhere, some Chinese outfit finds a way to do much more with fewer expensive chips and the whole data center world is turned asunder. Some data center builders plant seeds of doubt about the need for all this hardware capacity from Nvidia. Suddenly the data center feels fragile. The tech types, Amazon, Alphabet, Meta, Oracle, Microsoft throwing Tesla have been dependent on this data center. And the spend a whole swath of industrials like Cummins for motors and backup, Constellation Energy, Vista for nuclear power, verdict for the guts of the data cent. They've all been trading together. They linked and they're hanging in the balance. We know that what's happening is we know it's happening. Why? Because every member of the Magnificent Seven, save one Apple are drooping because they may have spent too much money on data centers. The fact that Apple hangs in there is actually proof positive the data center is what's on the line. Because Apple's the only one that hasn't spent fortunes paying in video for the lifeblood of the AI platform. They always figured they could just license the technology for somebody else given their massive user base. Yes, Apple didn't have to spend tens of billions of dollars in these warehouses for servers. So its stock hangs in irrespective of potential tariffs from Chinese components, which seem kind of at least Taiwanese components too. It seems like if the punitive government of China also goes after them. Well anyway, the President Trump has so far been okay, he is not hurt them. But then again they did commit to a lot of money, didn't they? But let's go back to what's in balance or I should say in the crosshairs. It's not really Apple or Microsoft or Amazon or Alphabet or Metal or Tesla. It's the odd man out of the Magnificent Seven. It's in video. The most important stock in this entire stock market, Nvidia. Nvidia holds the key to countless tech companies. Not just those majors but Tourista networks Marvell Technology Cadence synopsis so many others. Plus Nvidia now might be hurt by the President United States who wants to tighten Chinese export controls. Further the most exposed group might be semiconductor. Semiconductor capital equipment within video being the most visible potential casualty. Same are some are going so far as to say that Nvidia holds the key to the fortunes of big momentum stocks like Palantir, like Apple Oven it serves now and even Bitcoin. Can you imagine? And tomorrow evening in video reports. So right now I think we have two markets. There's the market that's dependent on video and its fellow tech titans and then there's everything else that drug makers, retailers, consumer products companies, even the one scorn food stocks and the bedraggled homebuilders. Now you might want to take a page from Lincoln say that a house divided cannot stand. That's why the selling in video world is so vicious. To the sellers it can be only one victor and they think it's not going to be the data centers. Not only that, but these sellers have equal scorn for the frothy momentum stocks. All of these ancillary data plays like the fanciful nuclear companies that were supposed to win because the data centers are putting Too much pressure on the power grid or the quantum computing place that are all about finding the post Nvidia computing play even if it takes 20 or 30 years. Not a great investment timeline. In the end though, I don't think things are nearly as binary as it seems. The house is not divided against itself. 24 hours from now we'll know if it is selling a lot of product or we can't because it doesn't. You can't make it fast enough. We'll know if it's possible that there's more large customers than just the tech titans so we can stop counting those dollars. We'll know if it can avoid making chips for China entirely so that that's not a concern. We take it off the table. We'll know these things to be self evident, including all the orders. And then after we know that, life will go on. Consider Nvidia's earnings to be what I call a clearing event. All the sturm and dragging will already be done and the damage will be complete. Only then can we start thinking about tech and many of the industrials. Only then will the food stocks return to the lowly status and will and the drug stocks be rock with profit taking. We'll be wondering why we paid so much not for Amazon, but for Procter and Gamble. So here's the bottom line. There's no denying Nvidia's importance right now. It's paramount. But I absolutely deny that it can take down the rest of the tech edifice. Frankly, there's already. It's already happened and I bet it won't happen twice. But if it does, let me tell you what to do. Mark in Pennsylvania. Mark? Yes, Jim. Mark, what's up? How are you? I'm doing okay, how about you, buddy? I need your help.

[Caller]

I need your help.

[Jim Cramer]

I'm right there for you. Let's talk Ford Automotive. Should I buy, sell or hold? Because should I sell it all and buy Revision or Tesla? No, no, Rivian. Tesla actually like down here. Because it's a tech company. Rivian. It needs capital. Ford. No, you don't want to own Ford. I feel terrible saying that I have Ford, but it's. It's not where you want to be. You got to be in a place where I feel confident that the earnings are going to go up or the sales are going up. And I don't feel that way before. I'm sorry, I need to go to Bill in Massachusetts. Bill? Jimbo, it's your friend from up north. How are ya? I haven't heard from you in a while. Bill, it's good that you're back. What's going on? Hey, listen, I love your weekend post. It saved me Monday because I knew it was a false positive. So I sold 15% of my Nvidia, sold about 20% of my Vertiv because I felt something coming on here. I was burned out. I wrote that piece. I got up at 5am on Sunday to write Saturday too. I was burned out, but I'm never going to let the club down. So I wrote the piece and then I rewrote the piece and I said, man, maybe I'm too negative. No. And then I just hit the button. I hit the button and there it was. Anyway, that's the way. That's. That's how it works. So go ahead. Jim, you're incredible. That, that really got set me off thinking and I love it because this is my fourth year as a club member and I'm loving it. Well, thank you. What I'd like to ask you about is Uber. Do you think I should pick up a position in Uber? I like Uber very much now. I was there when they reported and it was incredible. The stock went down and I called out the people who were selling it as morons. Now look, I think it can look. I mean, it's a 74. Could it go back to 68? Absolutely. So Bill, here's what we're going to do. We'll buy a little bit tomorrow and then if it goes to 68, we'll buy a little bit more. Okay? That's the game plan. Thank you for saying that about the Sunday night piece. I pour my heart out there. I'm always thinking, has anybody read it besides my daughter? No. Regina Gilgan has said no. The only person who reads it is Bill and the ncc. Oh, and Regina reads it. Oh, you can't beat that. I got three readers. Look, there's no denying Nvidia's importance to the market, but I find it hard to believe it can take down the rest of the tech because like tech's already been taken down a lot and I am not betting on that happening again. But if it does, man, money tonight. Robinhood fell alongside the market last week's sell off despite ending 2024 as one of the tape's best performers. Do not miss my exclusive to hear more more about the stocks road ahead. And speaking of fintech, can PayPal rebound off its post earnings pullback? I'm going to check in with the CEO fresh off this company's investor day and later the only resource stock we own for the travel trust Kotera following yesterday's earnings beat. So stay with Kramer. The $150 billion pet industry is booming as people absolutely love their dogs. If you're looking for a solid investment, Dogtop Dogtopia is the name to know. With 300 locations across North America, it's the largest, leading and fastest growing pet franchise offering a recurring revenue membership model. Dogtopia offers safe, open play, dog daycare, boarding and spa services. Want a recession resistant franchise? Check out Dogtopia because every dog and dog parent deserve it. Go to dogtopia.com to learn more.

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[Jim Cramer]

What the heck just happened to the stock of Robinhood Marcus retail friendly brokerage platform that I like so much? This is one of the hottest stocks in the market. What a great quarter two weeks ago sending shares to a more than three year high, but over the past week and a half it's lost nearly 30% of its value, putting another 8% decline today. Now some of that's because momentum stocks have gone out of style, but lots because Robin makes a killer in crypto trading and crypto has Been rolling over. Still, you've got to be impressed about these guys, if not stunned about where this company has come from and where I think it can go to. I think it's got a long term proportion, understands the younger generations to stand to and hurt people between 84 and $86 trillion over time. So let's take a close look. Vlad Tenem, he's the co founder, chairman, CEO of Robinhood Markets. Mr. Dennis, back to that money.

[Vlad Tenev]

It's always I'm glad to be back here.

[Jim Cramer]

All right, well, first I want to congratulate you. There have been tough times. You went right through them. You are a, have created a beloved institution. And I know you're even speaking to regular Robin investors because that's what you do. But just talk about the journey because it wasn't all done in fair weather.

[Vlad Tenev]

Yeah, it's been, it's been hard, you know, and I feel like we've gone through the cycle multiple times. You know, you talked to me and Baiju and we were getting started before we had a million customers. And then I remember you, we came on your show when we had 10 million customers. Back then everyone was kind of rooting for us. And then we went through a period where, you know, we had, we had the inevitable sort of like negative attention. We did some things that we learned from and then things have become more positive. But now I feel like a grizzled veteran. You know, I got my beard should feel that way being, being public for a while. Robinhood's more than 10 years old, so I have the perspective and hopefully the wisdom of someone that's gone through ups and downs. So, you know, I wish the stock would go up every day.

[Jim Cramer]

Right.

[Vlad Tenev]

I'm sure we all do. But I think, I think with over the long term, we've done very well and we're just at the beginning.

[Jim Cramer]

You sure have. Now, Vlad, one thing I have to tell you. When I meet young investors, I speak to a great number of them. I am always saying, why are you always with Robinhood? And they always say, because it's easy. Now, easy actually means that you're designed in a way that is intuitive. You have a terrific site. You have multiple sites. You seem to be having engineers approach to this and it works.

[Vlad Tenev]

Yeah, I agree with that. I mean, I'm a former engineer, mathematician. We got into this business through algorithmic trading, which is interesting. Now we're in the nice. Right. And algorithmic trading disrupted institutional. And really what Robinhood did was we brought that technology to retail in the form of zero commissions and great technology. And I think that's still what, what's the ethos of the company using technology and engineering to apply, apply that to financial services.

[Jim Cramer]

And people have stuck with you. Yes, sure there was the turmoil, GameStop, whatever, but you've now got a new, you've got people, people have been with you for some time and you're even getting to the point where you're doing terrific deals on RIAs and IRAs. You bought an outfit trade PMR. That would be something that 10 years ago I never would have thought we've done.

[Vlad Tenev]

Yeah, I mean the long term goal is for us to be the place where any customer globally can buy, sell or hold any financial asset or conduct any financial transaction. So we started with trading, but you mentioned there's 84 to 86 trillion being handed down to younger generations. We think we can be the place where that wealth goes. And I don't think anyone's actually seriously tackling this problem with.

[Jim Cramer]

No, just you. Just you. And I've seen your site, obviously everyone wants to show me the site. What you're doing, I mean for just for futures which are so hard to, to actually visualize. You found a way to visualize trading in futures?

[Vlad Tenev]

Yeah, I think that futures just launched a couple of months ago. It's already, you know, a business that is growing quite nicely. Index options as well launched that's at you know, 15 million north. 15 million. Your dashboard Robinhood legend.

[Jim Cramer]

It's incredible because again it's intuitive and is that you just have engineers who know how to visualize what people want. They come to you like you met with individuals today. What do they want?

[Vlad Tenev]

I think, I think it's a combination of having a few different types of people, people that are industry experts like Steve Quark, J.B. macKenzie, who really understand the active trader large part because they're active traders themselves. So they really, really care about these products and are passionate about it themselves. And amazing product managers, engineers, folks on the legal and compliance side, product designers. I think, I think we have really the best at every position.

[Jim Cramer]

So now speaking of clients, FCC investigation close. Move on, right?

[Vlad Tenev]

Yeah. I think that it's nice to not have to play as much defense. I mean frankly, in the last administration we're playing a lot of defense. There was an all out assault on not just crypto, but individual retail trading in general with market structure, proposals, predictive data analytics, which is basically an assault on AI and financial services. So now, you know, we're fortunate to have, you know, an administration that wants the US to be number one in AI and financial services and crypto.

[Jim Cramer]

How far can you stretch it though, Vlad? I mean, prediction markets, elections, sports, gambling, there's great synergy. Okay. And I, by the way, since they legalized gambling, I, I like to talk about dfs daily fantasy because it's portfolio management. But how far can you really go before the government says wait, that now that's, but that's too far.

[Vlad Tenev]

Yeah, I think that's, that's a good question. We're a markets company. You know, Robinhood Markets is, it's in our name and I believe in prediction markets. I think prediction markets are the future of trading. They're also the future of information. So I think there's, there's certain differences between doing that even in sports and like traditional sports books, for example, there's no line being set by the platform buyers and sellers are meeting. So there's price discovery. And that is actually what gives you a signal into what the actual probabilities of these events occurring are. So I think that prediction markets are going to be a bigger and bigger thing across all events. And you know, of course there's lots of market participants, there's people that speculate, there's folks that are using it to hedge like any market. And I think Robinhood can, can serve all them.

[Jim Cramer]

You know, I was concerned and told you that while so many people do options so much to crypto, I'm afraid that they, there isn't staying power. But that was wrong. There is tremendous staying power and there's big institutions now that use some of your option product.

[Vlad Tenev]

Yeah. I mean, when you look at, and we've made a lot of advances on options, we rolled out index options, which as you probably know, has been one of the fastest growing sectors. If you want to, you know, make a, if you want to make a trade and, and take advantage of movements across an entire market or sector, index options and futures allow you to do that. And I think our take on it is customers, we want to be number one at the active trader market. Customers want to trade these products. Institutions obviously use them. And we think by and large any assets that that's available to institutions should have a path for retail to use it as well. But again, not everyone is a speculator and not everyone wants to actively trade options. Those that do, we should have a path to allow them to do do it. But of course we have suitability checks, all sorts of requirements they have to go through to Everybody.

[Jim Cramer]

Everybody wants 3% match on their IRA.

[Vlad Tenev]

Yeah. I mean, if you Think about what we're incentivizing as a platform. What's the thing that we're incentivizing to come over? It's the retirement accounts and that's been a very successful product. So we'll actually give you a 3% match on contributions on retirement and gold accounts. And you know, we've done several matches including one where if you bring over a whole account, you get 2% on your retirement.

[Jim Cramer]

So you tell me if I have, let's say a lot of stocks and money in an IRA somewhere else and I bring it over to you, I can actually get 2% return on that money. We're doing nothing other than opening account with.

[Vlad Tenev]

If you have, you know, $10 million. Yeah, that's 200,000 in match that you can afford that. Well. Yeah. What we've seen is we measure, obviously this is this part of being an engineering conversation company. We measure, we measure the ROI of these matches and we've ran lots of them over time. Some of them work out for us, some of, some of them don't. But the ones that don't, we've stopped doing and the ones that do, we keep doing over and over again.

[Jim Cramer]

You have a card, the Robinhood, the Gold card.

[Vlad Tenev]

Yeah.

[Jim Cramer]

It has many advantages. Tell us about it.

[Vlad Tenev]

Yeah, so two things. Best rewards on the market, 3% cash back on all categories and the best user experience. And I've showed it to you, you've seen it. Yeah. You can create virtual cards which allow you to. I mean it's great for security if you don't want to share your card number. Also if you want to have a different card for a restaurant reservation for free trials, it gives you the power to do that. And it's our first product built for the whole family. I think that's going to be a bigger thing for us going forward. Like products that become better the more family members you put on it. Like why is it worse for you when you have your family on using the same brokerage? It's certainly not better, but I think that's a big part of this multi generational opportunity. If Robinhood can become better for you, if your kids are on it, your spouse is on it, your parents, then you know, when there is an inheritance event, it's the natural trust choice.

[Jim Cramer]

Absolutely.

[Vlad Tenev]

Right now, 70% of people filed fire their parents advisor and move on to a new platform. So I think there's a huge opportunity. I think a lot of the incumbents have been sleeping on it.

[Jim Cramer]

Frankly, I have to, I'm so proud of you. I mean, I know that. I remember when you started, and it was something that I said, geez, maybe this is going to get a lot of people in and democratize. And you know what? You've succeeded more than anyone else I have met in my life in democratizing stocks. Thank you.

[Vlad Tenev]

Well, thank you. You started it all in popularizing this. And, you know, we're, I think we've got a long way to go. We've got to do it all over the world. And of course, Robinhood itself is going to expand from retail to business and institution.

[Jim Cramer]

Not worried. I think you'll do it. Not worried at all. That's Wye Teneff, co Founder, Chairman, CEO of Robinhood. Glad to be with him the whole darn way. Mad money's back after the break.

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[Jim Cramer]

All right, what do we do with the stock of PayPal? Now it's got new leadership, solid game plan, might have some real staying power yet. PayPal had been a very tough stock for us. One of my bigger mistakes, my travel trust. In the old days, really painful. But now it's being resurrected. And today the company held an investor day meeting here in New York City with some big announcements. Earlier this afternoon, we got a chance to speak with Alex Krist. He's the new president and CEO of PayPal. Take a look. All right, Alex, you just had your investment date. Big, big, big for you. But I want to ask you. I thought PayPal was dead. Why did you go to PayPal?

[Alex Chriss]

You know, I have loved delivering for consumers and small businesses my whole career. I started a small business earlier in my career, and I understood how difficult it was to be a small business owner, how hard it is when you're trying to make payroll and you're just desperately looking for help. And PayPal has merchants at a scale that I have never seen. And so the opportunity to deliver for consumers, put more money in their pocket and help small businesses be as successful as possible is a huge opportunity.

[Jim Cramer]

That is for your background. I mean, it's absolutely true. But this is a small business world before, because you intuit you really had to specialize in that. So this is a passion for you.

[Alex Chriss]

This really is. I've dedicated the last 20 years of my career to helping small businesses be as successful as possible.

[Jim Cramer]

Okay, but PayPal, I also think as a consumer, because we're not the small business side. Does the consumer remember the heyday or did you never forget it? Because I am looking for accelerated revenue growth from you after what happened today. And is the consumer going to be part is it takes two to tango up.

[Alex Chriss]

You know, what PayPal has that nobody else has is two sides of an ecosystem. Hundreds of millions, 400 million plus consumers and 40 million small businesses. What's amazing is you put those two things together and you have to deliver for consumers. I think it's one of the things that a network effect requires is a consumer ecosystem that is passionate. We have very passionate consumers, not only for PayPal, but Venmo as well.

[Jim Cramer]

Well, if you have the consumers in the scale you're talking about, then you have the data. If you have the data, then you win. Are you in a position to be able to use artificial intelligence to mine that data and tell people what they should and shouldn't be doing?

[Alex Chriss]

We now have 80 million consumer shopper profiles, consumers that have put their data into our trust. It's their data, but they are giving us the opportunity to personalize the experience for them. Again, with two sides of the ecosystem, we can now go to a merchant and say, hey, do you want to personalize the shopping experience for these consumers that are coming in? That is a game changer.

[Jim Cramer]

All right, so I'm a consumer, let's say I want to take a camping trip and I don't want to call travel agent, but I don't know enough. What can PayPal do for me?

[Alex Chriss]

We take your shopping profile and we're able to, without sharing personal details about you, give it to a merchant and allow them to personalize the experience for you. So your ability to come in, they may know now your shoe size, they may know your favorite color, they may know that you need a sleeping bag. So now when you go to their website, they can give you a merchant discount. They can make sure that you've got the right shoes and the right size already customized to your exact needs. That is an incredible experience for you as the consumer to have a personalized experience. And the merchant is thinking about that as acquisition costs. So the discounts that they're able to give you is actually the way to convert a new user to their merchant.

[Jim Cramer]

Well, that's blow away. And I get some things like when I use American Express I get points. I mean, how do I figure out what I can win with with PayPal?

[Alex Chriss]

Well, this is all about loyalty. We want to connect merchants to consumers. And so merchants right now are putting huge amounts of dollars into customer acquisition costs. The ability to just actually put those dollars into your pocket market as a loyalty, as a reward to bring you into their ecosystem. Connected with our shopper profile is a game changer.

[Jim Cramer]

Okay, a lot of people feel that, wait a second, this is a domestic thing. Your kids go on and maybe they stay on it, maybe they don't. This is also the great bank for the unbanked worldwide. How is that going?

[Alex Chriss]

You know what, we, we are an incredible ecosystem for peer to peer payments. We are an ecosystem where if you need to move money, whether it's it's dollars, whether it's StableCoin with our py USD, whether it's crypto, we can now move it across our network of hundreds of millions of users. We actually rolled out again today the ability for you to be able to pay for your everyday purchases with your crypto. So really taking crypto and making it cryptocurrency, buy with Bitcoin, buy with Etherium, buy with PUSD by USD.

[Jim Cramer]

Okay, so in the crypto you say best way you crypto 25% crypto sellers use their balance for checkout within seven days. What does that mean?

[Alex Chriss]

That means if money is coming in and they're and they're using it, whether it's Bitcoin or PY USD, they can actually use it to check out now in tens of millions of merchants around.

[Jim Cramer]

Anyone else do that? Because if you're in a foreign country, they like that. They like bitcoin more than they like their currency.

[Alex Chriss]

We this is the advantage of our two sided ecosystem.

[Jim Cramer]

Okay, now I saw that Venmo we know doesn't make much, but you did have a line in your presentation. You intend to monetize it within a couple of years.

[Alex Chriss]

Venmo is an incredible asset. This is used and loved by over 60 million consumers in the U.S. a very affluent young demographic and one that it's just on us to be able to monetize. They've just $18 billion coming into the ecosystem every month. We need to give them the ability to use their debit card and pay with Venmo so they can ship shop on.

[Jim Cramer]

But the scrum, there's a scrum. We've got Amex, we've got Apple Cash, we've the people who run squats, you know, square block, whatever, they're in there too. I mean how do you win against them?

[Alex Chriss]

First of all, Venmo is the verb. It is the system that users are using. Second of all, we just have to make it easier. This is really more self inflicted wounds from us. Money's coming in. We never gave them the opportunity with pay, with Venmo and with our debit card. Now we're seeing the growth. We will monetize this product.

[Jim Cramer]

Now I think you raise a point because you raised it. I'm going to go there. You didn't use certain things. I mean there were things that lay fallow. There were things that were just there. There were also things that you shouldn't have been doing that were cost you hurting your gross margins. What's changed? What's what switches? Have you flipped?

[Alex Chriss]

Well, first of all, I am incredibly proud that we've turned this company, this company into a profitable growth company again. So let's start there.

[Jim Cramer]

There.

[Alex Chriss]

Second of all, there were a number of things, especially in our go to market where we were just working in silos. Venmo is a great example. Our Venmo team that was working very hard to try to get pay with Venmo to work was working in a completely different organization than our PayPal team.

[Jim Cramer]

How's that possible?

[Alex Chriss]

We've brought it all together now. We brought it all into one go to market ecosystem so we can take advantage of the scale that we have.

[Jim Cramer]

Wow. I've got to tell you that there are a lot of things about your company that I didn't know. 84% branded checkout. I didn't know that 430 million active consumers and yet I never thought of you as that company. So something is, it's, it's not working. I guess maybe it was. I felt it was foul. I had no idea these numbers.

[Alex Chriss]

Yeah, I think we haven't done a great job of bringing together both sides of our ecosystem. We will do that now.

[Jim Cramer]

Okay. So what's PayPal look like three, four years from now?

[Alex Chriss]

Look three, four years from now. We put out some pretty ambitious.

[Jim Cramer]

Why is because the targets were very aggressive. So there's a hold you to those.

[Alex Chriss]

Targets and we wouldn't have put them out if we didn't have confidence. There's, there's a number of things that I've tried to be very clear on. One, we have a brand new team. Team is very excited and a very powerful team too. I've committed to transparency. Our say do ratio, what we say and our ability to deliver is important and third transformation. So three years from now we are not a payments company. We are, we are a commerce platform that is managing the world's commerce.

[Jim Cramer]

And when it comes to the stock, what will people be saying? What do you think they'll be saying? Because you know you got hit in that last quarter.

[Alex Chriss]

Yeah. Look if we deliver over 10% transact transaction margin growth and 20% plus non GAAP EPS growth as we look out into the future, I think we'll be in a good place.

[Jim Cramer]

Okay Alex. Well look, we are going to hold it. I like it. I like the story very much. It's Alex Chris Presidency CEO of PayPal hold last night Qatar reported a pretty good quarter. Impressive strong oil and gas production lower than expected cost. That's what really matters to this company. Have a lot of natural gas exposure in the last few months have been fabulous for natural gas. Still the stock actually went down that it got ding. I think that's a big mistake. We own this one for the Chapel Trust. I like it very much but don't take it from me. Let's check in with Tom Jordan. He's the chairman, president CEO of Kotara Energy. Get a better sense of the quarter. Mr. Jordan, welcome back to Man Money.

[Caller]

Good afternoon, Jim.

[Jim Cramer]

So I think that this, Tom, this market verifies your strategy. We see natural gas diverging from oil and we don't have to sit there and say darn, we're in the wrong stock. This is your kind of market, isn't it?

[Caller]

Well, it's exactly why we formed Cortera, Jim. And we're very pleased that our positioning we think we laid out a really solid 25 plan today that gives us flexibility regardless of where the puck is. And you know, we're, we're strong that the marketplace is coming to our way, quite frankly.

[Jim Cramer]

Now I think that there are people look, I'm not going to fold any group of people. They're analysts who cover you and they're all good people and they work really hard. But there's a moment in your call that I've been waiting for someone to say and you said it and I'm just going to quote you because it is so brilliant. You say we don't give ourselves metals for the number of sticks. We can, we can reduce the number of wells you drill and generate higher returns, spending lower and generate the same five. That's the game. You understand that? Could you please tell our viewers why you don't count? You don't get the medals for the sticks.

[Caller]

Jim, if that's brilliant, that may be a fairly low bar, but I'll take it.

[Jim Cramer]

I like it though, you know. Yeah.

[Caller]

The point, the point simply being that counting number of drilling locations is the actual absolute wrong metric. It's how efficiently can you extract the resource. And that's what we focus on. If we could get our entire asset base out of the ground with one well, that would be the optimum well count. So, you know, just count, you know, sticks being locations.

[Jim Cramer]

It's the wrong thing to count at the same time. Time. This is when your different areas in the Marcellus shine. I always forget how widespread the old Cabot was in terms of the great areas in Pennsylvania.

[Caller]

Well, Pennsylvania is a wonderful place, well positioned, and we're really pleased to have that gas asset in our portfolio. You know, we got a lot, we got asked a lot about that today because, you know, others have said that gas doesn't compete with oil in their portfolio. I, I think today as we look forward, we're very, very pleased to have that natural gas and we'll be delivering it to market.

[Jim Cramer]

And there's a great chart in your fantastic deck because you are so transparent that talks about lng, talks about export. It's right in your bull. Mm.

[Caller]

Well, we're trying to maintain broad price exposure. We, we take some of it on long term contract. We love to have foreign exposure. We like to have power contracts, power based price. It's, you know, just part of portfolio management to have broad exposure to different.

[Jim Cramer]

Price points and to go back to that notion of not having to drill all over the place. But me, I will drill centrally. These two acquisitions for 3.9 billion. I was concerned because that's a huge amount of money for you and you're conservative and I know you like every dollar to be spent perfectly. How are these working out?

[Caller]

Very well now. Now, of course, we're just now integrating them, but, but it gives us the opportunity, Jim, in a concentrated area to really get good. You know, I want to talk just a second, if I may. Capital efficiency, maximum resource from minimum investment. The way you achieve capital efficiency is multifold. One, you engineer low cost to you, you execute really well, you have low cost structure in your vendor network and your supply chain. But it's that execution that's so key. And if you do something over and over and over and you give a great team that to do over and over, they get really good at it. And I will say, you know, if you were having open heart surgery, I would recommend maybe there's the best cardiologist in the world in some community hospital, but I'd recommend you go somewhere where they do hundreds of them a year. And that's what that acquisition does for us. It lets us put a team at work and do hundreds of them a year and we'll get really good at it.

[Jim Cramer]

Well, I'm very excited about it because I wanted to be a little bit more balanced. The oily part is now great. The nat gas part is great. One last question. You have A chart, page 27. Emission reduction efforts, flared emissions, greenhouse gas. Well, we have a president that doesn't really care about methane emissions. But you're still doing these things.

[Caller]

Well, we are. And look, we were a technical outfit, as you know, Jim, and our, and our commitment to reducing emissions was never about federal or state regulations. It's a commitment to excellence. And a great operation doesn't have a lot of waste emissions. And so we found by focusing on emissions we get better across the board in ways we didn't anticipate. So we're going to continue to drive that home with our team. And they're all in.

[Jim Cramer]

Well, I think people have to recognize one of the reasons why I like the oil and gas businesses are people like you. You're not waiting for the government to tell you what to do. You're well ahead of that. And it's also good business. Can't beat that. Want to thank Tom Jordan, Chairman, President, CEO of Code Terra Energy. My biggest resource position for my Chapel Trust. Thank you, Tom. Great to see you.

[Caller]

Thank you, Jim.

[Jim Cramer]

Yeah. Money's back here for the break. It is time to load mk. I'm Rob from olse about myself. Just be a pool sound my step and then the lighting round is over. Are you ready to ski, Daddy? Code light round. Crazy Monday. I'm going to start with Ryan in Virginia. Ryan, Jim, how's it going? First, I want to wish Clara, who's.

[Vlad Tenev]

Turning nine years old this Thursday, happy birthday. Second, I want to get your thoughts on Wendy's.

[Jim Cramer]

First, Clara, happy birthday. Right, Wendy's. No, you're going to sell Wendy's tomorrow and you're going to buy Texas Roadhouse because that's the one we had Them on Friday. They are monster. Good. We bought it for the Travel Trust. You're buying. You're buying T X R H tomorrow. Let's go to Mark in Wisconsin. Mark. Dr. Kramer, thank you for taking my call. Last time I talked to you about this stock, you said double down on it. The insiders are buying Bollinger bands are tightening up. Ticks symbol epd, Enterprise Products. Double down on it. Let's go to Curtin, illinois. Kurt. Booyah. Dr. Kramer. Oh, thank you. The same guy called me doctor I like. Maybe I'm like Dr. Marty or something. Okay, go ahead. Thank you for all the things you do for us. Beginning. Okay. And I just want to know what you think about. We rise. Oh, my God. We ride. Oh, geez. You cut me to the quick. I don't want to go. Look, I like Alibaba. That was the only Chinese stock I like. And it's been absolutely terrific. Thank you, David Tepper, for your kind words about Alibaba. You're a sweet man and a kind man and a good man. Let's go to Frank in New York. Frank. Hey, Jim. How are you today? All right. Hey, Frank, how you been? What's going on? All right. Well, you know, I own this vertive, which I love. I mean, I. I listen to all of the data centers that are going to be built in the next two or three years. It's unbelievable. And they're sitting in the catbird seat to supply them with their technology. But Frank, we're all worried about Nvidia. Tomorrow Nvidia pulls the rug and says things aren't that good. Inverter goes down 10% and that's when we buy it. Let's wait till they give us the all clear. Or not is either way it's a clearing event. That's what our plan. I need to go to Larry in Illinois. Larry. Mr. Kramer, thanks for taking our call. My son Cole has a question for you. It's his birthday and he's 13 years old. All right, I get that. Come on, Cole, get on here. We had Claire's nine. Cole's 13 is a nice assemblage here. What's going on? Hi, Mr. Kramer. Thank you so much for helping us. Absolutely, buddy. What's happening? Asked my dad to join the DNBC Investment Club for my birthday. We became members one day. Oh, man. You gotta have your new city. What's going on? We're in the house of pain with Uranium Energy Corporation. Do you think we should buy or sell? No, I. You know, I think that Uranium. We all felt that there was so much business from the data centers. But you know what? You're in the one that is for long term good. That's the one you're okay in, Cole. So I'm not going to tell you to sell it down here. Can't tell you to buy it though. And that. But thank you for watching. And that is the conclusion of the lightning round. Truly great companies can figure things out no matter what. They know what to do and they don't just stand there and take a darn punch. And that's my takeaway from Home Depot's genuine fabulous quarter this morning and the concomitant $10 rally. First, let me say that Home Depot story played out exactly as I thought it would. The earnings report came out at 6am today. I was furiously trying to read the release and measure it against my expectations. As I got two thirds of the way through it, though, I realized that it was better than expected. But I also recognized that the stock might go down first because we're dealing with the early morning clowns who don't know what they're doing. Sure enough, before I could finish the release, sellers came in and they just blitzed the darn thing, taking the stock out a couple of bucks. Once it finished the release, they were still hammering the darn stock. What the heck. If you were watching the trading, like so many do, you would have thought that Home Depot screwed up. Which is only natural given that we've got high mortgage rates and low housing turnover. Bad environment. But if you learn anything from this, no huddle, beyond the fact that Home Depot is a tremendous company, I hope you realize that we have to stop trusting the premarket trading morons who come thundering in practically every day. I've studied Home Depot 40 years, yet I still thought you had at least finished the reading. Reading the research, reading, reading the report, the release, I mean, I can tell you that the sellers didn't even finish the release. And that's why they went wrong. They didn't read, they didn't know. And then they tried to make themselves right. No way. Now, how about Home Depot? I've often said that what people get wrong about fantastic companies is the simple fact that their CEOs are not statues. They don't just stand there and take a beating. They make changes. They pivot. They all prove. They all bent. And that's what happened in this quarter. When it comes to home improvement, Home Depot's always tried to dominate the professional market. Post the Lowe's, which reports Tomorrow they're more of a do it yourself out of it. Last June the despot paid a pretty penny for a company called SRS Distribution, which works with contractors to help do the big jobs and pools, roofs, landscaping. Home Depot had similar services, but not concentrated ones. And professional contractors have a tremendous affinity for srs. When I saw the price of the tag I paid 8.8.25 billion, I blanched. Sure it had some half 7, 60 stores to be kept separate by the way from Home Depot, but it's aggressive move. I wanted them to buy back stock like they did when business fell apart during the Great Recession. They scooped up billions of dollars worth of shares. Back then they knew their stock was dramatically undervalued. I was wrong. The SRS acquisition has already boosted the numbers, driving over $1 billion in incremental sales on an annualized basis in 17 markets. Home Depot has built an even deeper moat for its professional business, protecting themselves from a resurgent lows. Plus, if those bozo sellers had waited for the conference call, done some research, they would have heard that the actual cadence of the quarter was quite good. The all important same store sales growth clocked in at negative 1.7 for November but then positive 6.6%. December negative 2.0 in January but again December not so good. I'm not December great, but January. We've had bad weather and I think that suppressed things as I think February's weather might too. Now more important, CEO Ted Decker called the bottom in housing turnover as it's at a 40 year low. He goes on to say that he's not expecting a big rebound nor significant increases. New housing starts, but the bottom of no transactions in. Now let's put all this together. First, the company's in fabulous shape despite high mortgage rates, low hires and turnover. Key metrics for Home Depot's professional sales. Anything, it's just going to get better. Second, the stock. It's been down for six straight days before today and heavily shorted. That's plain dumb. We call that a coiled spring. When you see a situation like this, when you don't worry about the stock suddenly plummeting because it's been plummeting. Home Depot is now a great situation because everything could go wrong has gone wrong. Yet the company's still ticking while stocks shut up nearly 3% today. That's the best kind of long term situation and now it is ready to run. I like to say there's always a bull markets on my profile. Just for here made money I'm Jim Grabbing see you tomorrow.

[Bank of America Representative]

All opinions expressed by Jim Cramer on this podcast are solely Kramer's opinions and do not reflect the opinions of CNBC, NBCUniversal, 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.