'Mad Money w/ Jim Cramer 5/27/25

Summary

Mad Money w/ Jim Cramer – May 27, 2025 Episode Summary

Introduction to Market Movements and AI Impact

Timestamp: 01:26

Jim Cramer opens the episode by emphasizing the enduring significance of artificial intelligence (AI) in driving major market movements. Despite some skepticism and overexposure in media narratives, Cramer asserts that AI remains a pivotal force shaping Wall Street dynamics.

Key Market Highlights:

• Dow Jones: +741 points
• S&P 500: +2.5%
• Nasdaq: +2.47%

Cramer attributes these substantial gains primarily to advancements and investments in AI technologies. He notes a robust consumer confidence surge in the EU and positive developments in trade negotiations, such as the delay of the 50% tariff implementation until July 9, which provided a much-needed reprieve for investors ([01:26]).

Elon Musk and Tesla’s Resilience Amidst Controversy

Timestamp: 02:23

Cramer discusses Elon Musk’s impact on Tesla, challenging the prevailing negative sentiment surrounding Musk's controversial public persona and reports of declining sales in Europe. Contrary to bearish forecasts, Tesla’s stock remains resilient, bolstered by Musk’s ventures into self-driving technology and robotics.

Notable Insights:

• Self-Driving Initiatives: Launching in Austin, Texas, next month.
• Optimus Humanoid Robot Project: Expected to be a significant business venture.
• AI Integration: Tesla's full self-driving (FSD) relies on advanced neural networks, enhancing adaptive, human-like behavior.

Cramer emphasizes that despite negative publicity and sales challenges, investor confidence in Tesla’s technological advancements, particularly in AI-driven self-driving capabilities, sustains the stock’s upward momentum ([03:10]).

Nvidia’s Strategic Expansion Beyond Data Centers

Timestamp: 04:22

Shifting focus to Nvidia, Cramer critiques the market’s narrow perception of the company as solely a data center chip provider. He highlights Nvidia’s diversification into partnerships with industries like Tesla and its expansion into software solutions such as Omniverse for advanced simulations and Groot, a customizable foundational model for humanoid reasoning.

Key Points:

• Partnerships: Collaborations with Tesla and various wealthy nations.
• Software Innovations: Omniverse for digital twin technologies and Groot for humanoid AI.
• Market Position: Despite concerns over data center dependencies, Nvidia is poised for growth through its comprehensive AI solutions.

Cramer predicts that Nvidia’s multifaceted approach will drive substantial gains, positioning it as a leader in the new industrial revolution fueled by AI ([04:22]).

Salesforce’s Strategic Acquisition of Informatica

Timestamp: 05:34

Cramer discusses Salesforce’s recent $8 billion acquisition of Informatica, highlighting its role in enhancing data management and security, especially in regulated industries like healthcare and banking. He acknowledges Wall Street’s initial skepticism but notes the stock's resilience, rallying 1.5% post-announcement.

Insights:

• Data Security: Informatica’s metadata indexing capabilities bolster Salesforce’s data protection measures.
• Market Reaction: Despite mixed analyst coverage, the acquisition supports Salesforce’s strategic objectives in AI and data interpretation.

Cramer underscores the importance of such acquisitions in strengthening Salesforce’s market position and addressing customer data management needs ([05:34]).

Apple’s AI Strategy and Market Perception

Timestamp: 07:00

Addressing criticisms of Apple’s AI efforts, Cramer defends CEO Tim Cook’s cautious approach to AI integration. He argues that Apple prioritizes quality and user satisfaction over rapid AI deployment, contrasting it with competitors who may rush AI implementations.

Key Points:

• Siri’s Limitations: Acknowledges shortcomings but emphasizes Apple’s commitment to excellence.
• Customer Base: With 1.5 billion iPhone users, Apple’s focus on robust, reliable AI features ensures long-term customer loyalty.
• Stock Performance: Despite AI criticisms, Apple's stock remains strong, rallying back over $200 following recent gains.

Cramer praises Apple’s strategic patience, suggesting that their measured approach will yield sustainable growth and maintain investor confidence ([07:00]).

Deep Dive: VF Corporation’s Struggles and Turnaround Efforts

Timestamp: 15:01

Cramer dedicates a significant portion of the episode to analyzing VF Corporation (VF Corp), the parent company of brands like Vans, The North Face, and Timberland. Despite some positive indicators, VF Corp faces substantial challenges in reversing prolonged underperformance.

Challenges Highlighted:

• Stock Performance: Dropped from a high of $29 in January to around $13 due to mixed quarterly results.
• Brand Struggles: Vance, VF’s second-largest brand, saw a 22% sales decline, and Dickies is down 14%.
• Operational Issues: VF Corp.’s attempts to rationalize channel distribution and focus on higher-margin products show limited success.

Positive Developments:

• Leadership Change: Bracken Dow’s tenure as CEO has led to improvements in gross margins and debt reduction.
• Brand Growth: The North Face and Timberland have shown growth, indicating potential areas for recovery.

Cramer remains cautious, acknowledging VF Corp’s progress but expressing uncertainty over the turnaround, particularly due to persistent weaknesses in key brands ([15:01]).

ADT’s Declining Stock Amidst Product Innovations

Timestamp: 28:22

Cramer examines ADT’s recent performance, noting that despite new product launches and partnerships (e.g., with Google’s Nest), the stock suffers due to concerns over significant selling by Apollo Management, ADT’s largest shareholder.

Key Points:

• Sales Performance: Q1 showed strong top and bottom lines, but monitoring services revenue missed targets.
• Product Innovations: Enhanced home security systems and smart integrations bolster ADT’s offerings.
• Shareholder Concerns: Apollo Management’s aggressive sell-off poses a substantial threat to ADT’s stock stability.

Cramer advises caution, recommending ADT be sidelined until there is more certainty regarding Apollo’s selling activities ([28:22]).

Listener Q&A and Stock Recommendations

Timestamp: 36:03

In the listener call segments, Jim Cramer addresses questions about potential investments, notably Meta and Okta.

Meta Platforms (Facebook):

• Recommendation: Cramer views Meta as a strong advertising bet despite ongoing challenges.
• Insight: Potential monetization of WhatsApp could drive growth, making it a favorable buy.

Okta Inc.:

• Performance: Despite a strong Q1, Okta’s stock fell due to conservative full-year sales guidance.
• CEO Insights: Todd McKinnon emphasized the critical role of identity management in the AI-driven future.
• Market Position: Okta is well-positioned to secure access for AI agents, highlighting its importance in cybersecurity.

Cramer reiterates his cautious stance on stocks like Stride and ADT while endorsing companies like Meta and Okta for their strategic positions in evolving markets ([36:03]).

Closing Remarks and Lightning Round

Timestamp: 46:22

Cramer wraps up the episode by reinforcing the importance of AI in current and future market movements. He encourages listeners to stay informed and maintain conviction in their investment theses amidst fluctuating market sentiments.

Key Takeaways:

• AI’s Dominance: Continues to be a critical driver of market performance.
• Strategic Investments: Focus on companies innovating in AI and related technologies.
• Market Vigilance: Importance of analyzing underlying business fundamentals despite short-term market volatility.

Cramer concludes with the traditional Lightning Round, offering rapid-fire buy, sell, and hold recommendations based on the discussed topics ([46:22]).

Conclusion

The May 27, 2025 episode of "Mad Money w/ Jim Cramer" offers a comprehensive analysis of the current market landscape, with a strong emphasis on the transformative role of AI. Cramer navigates through various sectors, providing deep insights into major players like Tesla, Nvidia, Salesforce, and Apple, while also addressing listener queries on investment opportunities and cautionary tales such as VF Corp and ADT. The episode underscores the necessity for investors to remain adaptable and informed in an ever-evolving financial ecosystem.

Transcript

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[Jim Cramer]

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramer America. I've been with friends. I'm just trying to make you a little money. My job is not just to entertain, but to educate. Put things in context. So call me 1-873-CBC. Tweet me, Jim Cramer. Now, you probably don't want to hear this, but we can't afford to get sick of the artificial intelligence story. It's driving so many big moves from major players. Yet I see the yawns, I hear the cat calls as if it's all overdone, as if it's all unimportant. And that, my friends, is dead wrong. And today's the proof. Dow gaining 741 points. SB jumping 2.5%. Nasdaq, Polari 2.47%. Moves that were heavily influenced by AI. Now, most of this rum was about a terrific consumer confidence number in the eu. Talking about fast tracking a trade deal after President Trump sounded much more conciliatory over the weekend. Delaying the implementation of 50% tariff until July 9.

[Co-Host]

It was a welcome reprieve.

[Jim Cramer]

It allowed us to rally. Allowed us. But you see, I think I also made a huge difference. No, I'm not talking about chat bots that blackmail people, refuse to shut down when asked and or other crazy stuff that we keep hearing about. I'm talking about how the executives you must watch on our network are constantly and consistently adapting to the world of artificial intelligence. Why don't we start with Elon Musk as almost everyone else does this. Why don't we get up to read still one more slag article about how bad Tesla sales are. This time it's in Europe. And then we see Wall street research about how much mere presence is hurting sales because he's made himself a controversial figure. You live by the Doge chainsaw, you die by the Doge chainsaw.

[Co-Host]

Except it's not true.

[Jim Cramer]

Despite all the negative publicity and the horrendous sales versus the competitors, it's done nothing to hurt the stock of Tesla. In fact, as Morgan Stanley's Adam Jonas presciently predicted, the fading of Tesla's car.

[Co-Host]

Sales has actually brought to the fore.

[Jim Cramer]

All of Musk's other big initiatives. Now I'm not talking about that giant rocket head to Mars, that's not a Tesla production. I'm talking about self driving, specifically in Austin, Texas next month at this time. But most importantly, I'm talking about Optimus, his humanoid robot project that will soon be a business and when it launches, it will be a fabulous one. Must full self driving initiative is run on AI, specifically neural networks which give you more more adaptive human like behavior than the other systems. And that's why investors can ignore Tesla's car sales. They believe must got the best selling drive self driving technology. And that's what's going to matter. That's why the stock won't quit. And then if President Trump gets involved, it won't be pushing for cars to go from Austin to Houston. It will be having Tesla self driving all over the interstate highway system, which last I looked is still federal. Tesla, the tech company is much more powerful than Tesla the automaker. And that's why the stock finished up nearly 7% today. Start understanding that that's what matters now.

[Co-Host]

Part of that's also because they buy.

[Jim Cramer]

So many terrific chips from Nvidia. When Nvidia reports tomorrow, it's going to have to break out of this hyperscaler hell and no longer be defined by the data center orders. In the last few quarters you've seen an element of cynicism about Nvidia's business that is truly pathetic. Almost heartbreaking. Yeah, all that matters for the bulls is to check how much Meta, Microsoft, Google, Amazon and Oracle are spending on data centers, then decide if it's still as important to use in video versus homegrown chips. Now that's a thimble full of Nvidia knowledge and nothing more. We're thinking way too small about this amazing company somehow being trapped by the possibility of weaker revenue numbers. Weaker revenue numbers? This is a new industrial revolution. People selling invaded here. It's like selling the steam engine 200 years ago for it really got rol. All aboard what matters is that Nvidia has expanded its work to tie up with other industries like Tesla and self driving. Nvidia is doing business with a plethora of wealthy countries that need the latest and the greatest. Yes, right now China is not going to be as important because Nvidia's chips are so powerful they can't sell the best ones to the Chinese.

[Caller]

The bias is to say that none.

[Jim Cramer]

Of these will equal the size of the repurchase of a single hyperscaler. I come back and say, wait a.

[Co-Host]

Second, did you see the size of.

[Jim Cramer]

That humane project in Saudi Arabia? How about the Stargate UAE project? How about all these sovereign governments? You think these are small? I think it's crazy. The Gulf states all have money to burn, but how about a video? Competitors? Aren't they nipping at the heels? Look, with this quarter, I bet we'll see CEO Jensen Huang talking about the advantage he has over anyone attempting to make an accelerated chip. He's got the software, for heaven's sake. Specifically, I'm thinking of Nvidia's Omniverse for advanced simulations to build things in record time with far fewer mistakes. We're talking building ships, factories using a digital twin, the largest market in the world. Or how about Nvidia Groot, a customizable foundational model for humanoid reasoning that was just talked about at Computex in Taiwan this week. That's Nvidia software, not Nvidia hardware. Stupid. I mean person. Why isn't anyone talking about this even with the stock up more than 3% today? I will ask Jensen tomorrow when he comes on this show after earnings. Now I can see Mark Benioff at Salesforce on the eve of earnings asking, why aren't people talking about the deal he just made to buy Informatica? Don't they realize that that helps customers understand and protect their data better than anything else out there? Don't they know that Informatica is a treasure trove of metadata, creating an index of things like when and where you took a picture. Just tremendous amounts of data about other data metadata. Don't they see that when you're talking about Agentix? There's a layer of skepticism at the regulated industries thinking health care banking that prohibits the widespread introduction of AI. And Informatica could take care of that. It could help rebut the objections. Plus it'll help people not just observe their data, but interpret it. Kind of like what Spunk did for Cisco Snowflake does. And we heard them last week. Sure. Salesforce paid $8 billion for something it could develop itself over time, but it doesn't have time because their customers want it now. Wall street doesn't like this deal, but the Stock still rallied 1.5% today. What was that about? Which brings me to the last AI story. The endless carping about how Tim Cook, the CEO of Apple, is missing the AI boat and therefore Apple's phones are falling behind. Not something you felt if you bought the stock Friday as The stock rallied five bucks today to get back over 200. Now, I've been following this Tim Cook story for I don't know how about a decade now? About over a decade. People have said Apple's falling behind since the iPhone 5, that Apple's test days have been occurred before 2012. I followed it through four watches, four sets of AirPods, all sorts of max. I recognize that Siri can be obtuse. She can't do what so many other AI systems can do. In fact, she isn't even a leaving Apple open for. Well, open what? When it's ready, you'll get it and they won't rush it out the door just to please Wall street there, that's Apple's a mission to get it right for you. Not this street. That's right over here. Plus every company that's spending hundreds of billions of dollars buying in video chips, scraping data, trying to understand it and then sell it to you lacks one thing, customers. The 1.5 billion people use an iPhone. Tim's got the divisions, they just have the spend. You say the president won't let Tim Cook alone until he personally overturns some soil in some forgotten part of Texas, maybe one of the twin cities of Midland, Odessa.

[Co-Host]

Or how about Marfa, where the film.

[Jim Cramer]

Where the movie Giant was made. That's where James Dean it was his last movie. Go look it up. I say enough is enough here when AI is ready and it's obviously not or else chat CBT wouldn't have to spend so much time apologizing. Tim Cook love the best. They love the best. AI Cook's north store is client satisfaction. And over time that strategy proven winner. Also winner today with stock up 2.5%. So let's think of it. Think of it like this. Name me for execs intact. I think three of them can go just by their first names. You know, I'm talking like a sure thing here. Jensen, Tim, Elan the fourth is last night they only know him as Benioff. Tomorrow night we will have Jensen and Benioff on the show after their earnings are Released and we'll pick them up. Part the bottom line. The four biggest names in tech and all business, honestly, are wrestling with a I every day. Oh, you want to be bored with it? You want your eyes to roll? Oh, be my guest. But I think you'll miss a lot of gains that will be taken by those who refuse to write off this technology. Some sort of scam, including the big four that I just tapped tonight. I want to go to JJ in California right now. Jj. Hi, Jimmy.

[Ecolab Representative]

First time.

[Jim Cramer]

Thanks to you and your amazing team for all the valuable investment insights. Which one? Oh, thank you. Thank you very much. I'm just. Wow.

[Caller]

Well, that's very nice.

[Jim Cramer]

Thank you very much.

[Co-Host]

So, what stock we look at?

[Ecolab Representative]

Okay, here's my question. I got distracted and missed buying Core.

[Jim Cramer]

Weave after its ipo.

[Ecolab Representative]

With the stock up by a lot.

[Jim Cramer]

Since March, is it still a buy? No, jj, we can't buy it here. I said that this morning. It's our morning meeting that I do for club members. And I said, look, I. You know, I think the world of the stock I recommended at 40. That looks like a pretty darn good call. Ben Stodo, who's my chief scientist, and I, we got together, said, this one is for real and you should buy it. But up here, up 210% is IPO. I got to check my enthusiasm. Notice I didn't say curve check. Okay. Hey, why don't we go to Curtis in California, please?

[Caller]

Curtis.

Hey, Kramer.

[Ecolab Representative]

Curtis, I got a question for you about Warner Brothers. I was a big AT&T investor, and when AT&T split off Warner Brothers, I.

[Caller]

Got a couple hundred shares, and I was wondering if.

[Ecolab Representative]

What would you do with those couple hundred shares now?

[Jim Cramer]

Okay, here's my feeling, all right? David Zaslav runs Warner Brothers Discovery. He's done the first thing absolutely right. He has made that balance sheet to be palatable. Now he just has to break out of the hell that is linear and be thinking about all the new, exciting things that can be done.

[Caller]

I want you to stay long.

[Jim Cramer]

Those couple hundred. I would even be tempted, dare I say. And not just because the Knicks. Well, no, the Knicks are not really. I would actually buy the stock. That's right. I would buy Warner Brothers Discovery. I'm willing to stick my head out.

[Co-Host]

And see what happens.

[Jim Cramer]

Now, if you don't think AI is a key story for stocks, I think you'll be missing out on a lot of gains in the near future. Gains that will be taken by people who do believe in the Jesus. Maybe you don't like money. Hey, that's fine too. Oh man. Money tonight. Could the company behind North Face do an about face and move higher? We gotta size up vans, but don't forget vans. Yeah, I mean, don't forget we have to size up VF Corp. Don't forget vans though. Then you called in and you stumped me on Stride and on adt. So I've done the homework on these two names and I'm ready to turn in my findings. Hey, and the Cyber ETF hit a new ultra time high today with OCTA helping to lead the charge. But with the stock plummeting after earnings. What the heck is going on here? Why don't we do this? Why don't we go straight to the source? Let's speak to the CEO and of course we stay with Kramer.

[Ecolab Representative]

Don't miss a second of Mad Money. Follow at Jim Cramer on X. Have a question? Tweet Kramer hashtag mad mentions. Send Jim an email to madmoneynbc.com or give us a call at 1-800-743-CNBC. Missed something? Head to madmoney.cnbc.com the $150 billion pet industry is booming as people absolutely love their dogs. If you're looking for a solid investment, 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 reven 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. Comcast operates the nation's largest converged network, reaching 64 million homes and businesses. With $80 billion invested to expand broadband infrastructure in the U.S. comcast is actively supporting the goal of bringing broadband to everyone, including rural communities across the country. Comcast has connected 1.2 million new homes and businesses in the last year and are on track to do the same this year. Learn more about how Comcast is bringing high speed Internet to communities across the country. @comcastcorporation.com you just realized your business needed to hire someone yesterday. How can you find amazing candidates fast? Easy. Just use Indeed when it comes to hiring, Indeed is all you need. Stop struggling to get your job post seen on other job sites. Indeed, Sponsored jobs help you stand out and hire fast. With sponsored Jobs, your post jumps to the top of the page for your relevant candidates so you can reach the people you want faster. According to Indeed data, sponsored jobs posted directly on Indeed have 45% more applications than non sponsored jobs. There's no need to wait any longer. Speed up your hiring right now with Indeed and listeners of this show will get a $75 sponsored job credit. To get your jobs more visibility at indeed.com madmoney just go to indeed.com madmoney right now and support our show by saying you heard about Indeed on this podcast. Indeed.com madmoney Terms and conditions apply. Hiring Indeed is all you need Even.

[Jim Cramer]

Though the markets bounce back huge from its April lows, some groups have bounced back harder than others. For example, the apparel and footwear retailers. They've struggled. You'll be wondering if this is a buying opportunity, but you can't take it for granted that these apparel stocks can make a comeback anytime soon. And that's why throughout this short week, I want to shine a light on some more popular names in this space. Go case by case trying to figure out whether any of these fallen retailers can make a comeback. Why don't we start with VF Corp. That's the company behind Vans, the North Face, Timberland, addition to some smaller brands like Dickies East Back jansport. Unlike many other apparel plays, this stock has been languishing for ages. It peaked at $100 in the beginning of 2020, and it's now down to $13 and change. That was today. Now. That's because VF Corp. Never really recovered from the pandemic, in part because they paid 2.1 billion to buy a streetwear brand called supreme in a deal that turned out to be a bust. Also, the rest of the business wasn't doing too great either, to the point where the old CEO got forced out at the end of 2022. For the past couple of years, I've been rooting for VF Corp. Ever since they brought in Bracken Dow from Logitech to take over CEO. I figured he could eventually turn things around, and eventually is the operative word here. Around this time last year, VF Corp. Started to get back on track. Last summer, the company formally concluded the supreme saga, selling the brand to a European luxury conglomerate slur Luxottica for $1.5 billion. All right, only a $600 million loss compared to what they originally paid for. That relieves some pressure on the company's daily balance sheet, though. That's how you start a turn. You do just that. Then VF Corp. Started adding better earnings to the mix. In three consecutive reports delivered in July 2024, October 2024 and January of this year, the company delivered if not good. Certainly much better than fearful results. I like them. In response, the stock more than doubled from 2024 low of $11 to a nearly two year high of $29 in late January. And people are thinking this is money. But now it's back to $13 thanks to the tariff turmoil among other things. The of course went as low as $9 and change its April low which was the lowest level since 2008. But it's still a long long way from its January highs. Now some of that's because when the company reported last Tuesday, the market didn't love the numbers. BF Corp. Basically reported in line quarter revenue a little weaker than expected earnings.

[Caller]

A little better than expected.

[Jim Cramer]

But beneath the surface there were some discouraging signs, including yet another weak result from Vance. That's their second largest brand by sales which has been struggling mightily in recent years. Now sales Advanced were down 22% in a quarter quarter for the pandemic. These shoes, they used to be popular. Management said some of the weakest advance was expected because of a quote, your deliberate rationalization of channel distribution, end quote. Meaning they're taking the product out of some lower priced channels in an effort to defend their gross margins. I like that. But management also conceded that its fans, direct to consumer business wasn't doing particularly well either. The company's fourth largest brand, Dickies, is also struggling, down 14%. Making things worse, VF Corp. Gave mixed guidance for the current quarter. They're Talking about a 3 to 5% revenue decline in constant currency, which is actually a little better than expected. But they also said they expect a much larger operating loss than Wall street was looking for.

[Caller]

As for VF Corp's full year forecast.

[Jim Cramer]

The company always said that expects free cash flow to be up year over year. I guess it's positive. Doesn't give us much clarity on where the business headed. You know, without clarity we sell. And that's why the stock plunged 15% last Wednesday. Now most of the analyst coverage was also fairly negative. Decrying vans numbers and saying things like a recovery will take a longer than expected or that there's now limited visibility for the company. So back to the operative question. Can these foreign retailers, and specifically in this case VF Corp. Make a comeback? The short answer for VF Corp. Is not quite yet. I think we're still on a holding pattern with this one. Despite the fact that the stock had a nice gain amid today's market rally, climbed nearly 13%. It's true that some good things are indeed happening at VF Corp. Under Bracken Dow, for example, the weakness in vans is overshadowing some legitimately strong results for the company's largest brand, the north face, which had 2% growth in the latest quarter. VF Corps is getting even better from numbers from Timberland, which had 10% growth last quarter. Well, it's not bad. Bracken Darrell also insist that the company is making progress in its four strategic priorities. Lowering their cost basis, strengthening their balance sheet, fixing the US Business and turning around Vance. His long term record is excellent. He gets some benefit that down my view, company absolutely is taking out some big costs as margins have improved meaningfully over the past year. In the most recent quarter alone, their gross margin was up 500 basis points from the year before. Wow. With the help of the supreme sale, the balance sheet has definitely improved too, with the corp's net debt declining by $1.8 billion in 2025 fiscal year after some big maturities pass.

[Co-Host]

All right, still isn't great, but it's.

[Jim Cramer]

In much better shape than 12 months ago. It's headed in the right direction. That buys time for Bracken Dow. As for the strategic priorities, progress is mixed, especially advanced where I see no sign of a term whatsoever. Now that is troubling. Footwear is historically so hard to turn around. It's proving difficult for the king Nike. So of course it's got to be difficult for Vans. Also, if you take a step back, this is the company that had negative year over year sales growth for three straight years, 11 consecutive quarters. It also reported losses, adjusted losses per share in three of the past five quarters. I know that the stock might start moving higher before the turnaround actually arrives. That happened once, right?

[Caller]

But in a perfect world, I like.

[Jim Cramer]

To see sales growth turn positive before I can declare VF Corp. Officially back, so to speak. Look at this uncertain time. We're going to have to see the vans business turn around before we see and believe in the broader companies that it's really ready to shine. I just can't recommend this one while its second biggest brand seems to be. I don't know. How about the word free fall. I'm certainly hoping to see some progress sooner rather than later so I can get a board with the VF recovery. But hope is not part of the equation. Remember, I was trying to get on board. The stock went up to 29. I didn't chase it. Boom. Here's the bottom line. We saw in the back half of last year just how quickly the stock can climb higher when the news flow gets even just a bit. Better. But we've also been reminded this year about how quickly VF Corp. Can stumble when things get tougher. And at this point, after such a prolonged period of underperformance, I myself do not feel comfortable sticking my neck out before I see some real signs of improvement, especially Advance. Not North Face, but Vance, which is the real swing factor here. Net money's back after the break.

[Ecolab Representative]

Coming up, ADT might be known for securing homes, but could it help secure profits in your portfolio? Polio Sound the alarm. Kramer is diving deeper into the Stock.

[Caller]

Next.

[Ecolab Representative]

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[Caller]

Every now and.

[Jim Cramer]

Then I get a call about a company I'm either not familiar with or haven't checked up in a long time. So we take the time to do some homework and come back to you with a full story. Helps me I get to remember the story or learn about it again. Our homework's been piling up lately, so tonight I want to catch up with some outstanding assignments. Half the point of the show is answering your darn questions, right? First up, AJ in Florida asked about a company called Stryd on May 14th. Now this is technology coming, but it's Formerly known as K12 for the majority of its existence, with an education platform that's aimed at delivering online learning to students across the United States. Their clients are primarily public and private schools, school districts and charter boards, but Stride also provides solutions for employers, government agencies. Their primary focus, though, is on the K through 12 education space within two different markets. Roughly 60% of the business is focused on general education. The other 40% comes from career learning, which is more about skill training for real world jobs. Lately we've been hearing what skilled trades will be growing a lot versus jobs that require a standard college education. Stride is like an arms dealer for the people who want those positions. I love that business right now. While Stride offers standalone products for each of their segments, revenue for both businesses, primarily generated in the form of their comprehensive school as a service offer. Not exactly enterprise software, but it has the same business model. The bull case for this went simple. Public school satisfaction has been dwindling for years and parents are increasingly willing to enroll their kids in entirely online schools if it means they can get a decent education. Well, that may seem crazy to those of who made it out of public school just fine. Like me. Okay, education is in a very different place than when I went to school or even when my kids went to school. School parents and students had a lot of complaints about remote learning during the pandemic. It also made them a bit more open to the concept. Either way, it's hard to deny the momentum that Stride seeing in their business now. After opening up shop 25 years ago, the company has since expanded their school as a Service, offering to 91 schools in 31 states in their general education market and 56 schools or programs in 27 states in their career learning market. Not bad. At the end of April, Stride reported the latest in a string of beat and race quarters. Which is part of the reason why this stock is the 18th best performer in the SB 500 year to date and the 8th best performer the S&P 600, with a return of over 47%. Basically, as people lose faith in public education, Stride see some tremendous enrollment growth. Their application volumes year to date are double what they were two years ago. Four times what they were seeing four years ago. That's a big important stat. So where do I come down on this one? Look, even though Stride has seen some strong momentum lately, there's still a good amount of competition in this space. This ranges from other private online school schooling options. There are those to state administered programs to even free options like the Khan Academy. That's it. The scale of the opportunity here might be enormous enough for that room for everybody. However, given that the scale stocks already run more than 47% for the year. You know what I think the valuation it's gotten harder to justify. Don't buy, don't buy, don't. Plus all the competition in the space makes it harder to decipher what advantage Stride has over its rivals. Make it difficult to recommend it for a big one. I'm not going to do that. Okay. That said, management's welcome to come on the show. Explain what makes the business so special. That'd be good. Next up deep in Florida asked me about a really controversial one called adt. That's the home security company back this was back on May 12th now this is a name we covered when it was retaken public back in early 2018 when it had a flop of an IPO due to concerns about its massive debt load. This one should be a household name for anyone who lives in the suburbs. You've probably seen their signs everywhere. Anyties core security offering includes burglar and life safety alarms as well as smart security cameras, smart home automation systems and video surveillance systems. The majority of ADT's revenue comes from their monetary and related services, which primarily consists of recurring revenue that's generated from providing monthly monitoring and other services. I always like to see some recurring revenue covered the end of April and at first glance the numbers look pretty darn good. ADT delivered a top and bottom line beat and while the headline numbers seem solid at first glance, there was some concern from investors that the company's monitoring and related services business, their largest segment, missed on sales. That miss and the fact that ADT merely reiterated its full year forecast, something that people don't like they want to always raise, was enough to send the stock down more than 2% in response the quarter Look, ADT has done a good job of coming up with new products that make customers homes more secure, including a partnership with Google on its Nest devices, which can control cameras, doorbells, locks, lights and thermostats all intuitively and through the same app. This collab also allows ADT to launch helpful new products on the platform like Trusted Neighbor where they use Google Nest Doorbell Familiar Faces technology to allow trusted people access to your home. Think family members, neighbors, anybody else you might want. You know, you know it's going to come over all the time. Home security is great, but if the system locks out the plumber you call to help fix the leak, then the same system detected well, all is really doing for you is ruining your vacation. Bummer. Despite what seemed like a solid quarter in April and the progress the company's making new offerings, there is something not great here, a major overhang that prevents me from even considering ADT right now. See Apollo Management. The private equity firm is the company's largest shareholder, nearly 30% ownership stake. Apollo took ADT private back in 2016, then returned the company to public markets two years later and it's been the largest shareholder ever since. Now I got nothing against private equity firms. Some of them are real great, including a policy, done some good things. But it is always a threat when you have a private equity firm as a top shareholder because in theory they could start dumping the position at any moment.

[Co-Host]

Then they would be flooding the market.

[Jim Cramer]

With shares and putting pressure on the stock and with anything that's no longer a theoretical concern because Apollo has been selling down its stake aggressively as of late. That includes a 50 million share sale earlier this month, which came just a couple of months after Apollo sold over 80 million shares in secondary offering in March. And the even worse news, Apollo still has roughly 229 million shares left. Okay, that's potentially an artillery barrage of selling. I don't want you to stand in front of it so deep in Florida. That's why I'm not even going to entertain the thought of ADT right now. I just don't want to get people into the stock when it looks like the largest shareholder is actively getting out. You know what?

[Co-Host]

Maybe we'll revisit this when some.

[Jim Cramer]

When there's more certainty and Apollo's done selling. But until then, I say sidelines. Bottom line here. Stride looks good, but the stocks run too much for me to get too enthusiastic about it. As for adt, I like the business, but hate that the larger shareholder seems to be selling like crazy. And that makes it way too risky at this very moment. You know what? We should go to Jerry in Missouri. Jerry. Hey, Jim. Thanks for taking my call. Of course, Jim. About 31% of my portfolio is in cash. Since the oscillator is no longer overbought, I thought I'd put some of it to work. Since liberation day of the Mag 7 stocks, only Apple has performed worse than this one. The club ranks it as a 2. But I'm thinking about starting a position in Meta. What do you think? I like your thinking very much.

[Caller]

I think Met is having a great quarter.

[Jim Cramer]

I also think that they are without a doubt the best advertising bet. What happens if he actually starts? That's Mark Zuckerberg starts to want to.

[Caller]

Madam.

[Jim Cramer]

Let's say months. Monetize WhatsApp. Do you know how much that darn thing's worth? I think you got a horror sense. Good level to buy. All right, listen up. I think Stride, formerly K12, is run up too much for me to be interested right now. And adt. I'm calling it Risky, but we always love taking another look at stocks that we don't know well enough.

[Caller]

So thank you to our Floridian callers that money's ahead.

What else?

[Jim Cramer]

Exclusive with Okta reporting at the Bell cybersecurity company. Beat on every single metric. Then what else going on with the stock? Let's talk the CEO. Then with consumer stocks rallying off this morning's strong consumer Confidence reading. I'm sharing why Today was a lesson in having conviction in your thesis. Then of course, all your calls. Rapid fire in tonight's edition of the lightning round. So stay with Kramer. What the heck just happened to shares of Identity management king Octa Tonight? Octa is moving lower in after hours trading despite reporting what looked to me like a pretty strong first quarter. The way possible. Nay, it was the the company only maintained rather than raise its full year sales guidance if it raised the rest of its full year outlook. Seems to be like a silly reason for such a big sell off given that the CEO is just being prudent. But don't take it from me. Earlier today we had a chance to speak to Octa co founder, chairman and CEO Todd McKinnon to get a better look at the quarter and the latest trends in his industry. Please take a look. All right.

[Caller]

So Todd, I've got to tell you.

[Jim Cramer]

When I say you better eat in the quarter, why I actually meant that because I want people to start before they decide.

[Caller]

Wait a second.

[Jim Cramer]

Revenue guidance is that this quarter was a true blowout. This quarter had so many new customers. This quarter also deflected to me the problem people worried about the federal government. None of that happened. Talk about the huge clients you had.

[Co-Host]

The big growth you had.

[Caller]

Yeah, we're very excited about the performance in Q1. Four of our top 10 deals in the quarter were with public sector. In the public sector, which is very strong for us, strong part of our business and 2 of the top 3. So overall, you know, the, the, the performance by Okta is very consistent with Q4 where we had great momentum with large customers. Our million dollar plus cohort of customers in Q1 grew 20% fastest growing cohort. And again, if you zoom out, this is because identity is even more important than ever. We talk about security. Identity is security. To be secure, you have to have a solid identity foundation. And now in this world of AI and agentic AI, these agents are going to be everywhere and they're going to need access to everything. And you have to have Octa to give that access to this agent future we're embarking upon.

[Jim Cramer]

I know that both Jetson Nvidia and Marc Benioff at Salesforce are deeply focused right now on this whole problem with the gentics. I would think that an agent could easily, let's say, frame you or actually become you. And you are probably one of the few companies if the only company that can stop that.

[Caller]

Yeah, well, everyone's very excited about the potential, but with all the Great potential of technology comes risks and uncertainty. And where we are in the industry right now, Jim, is that we're moving from a world of prototype to production. Everyone is excited about the prototypes of what these agents could do for us. And they're popping up everywhere. They're writing software, they're doing customer support in the prototype world. And now we're moving them to production. And when you move into production, what that means is you have to give them access to real systems, real data, real customer data, your customer data. And the only way to do that securely is with Okta and with a great identity management foundation that can manage the right access not only to your people and your customers, but also your agents.

Is that one of the reasons why.

[Jim Cramer]

You added 70 customers with over 100,000 agents?

[Caller]

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added 70 agents?

[Co-Host]

Is that one of the reasons why you added seven?

[Jim Cramer]

Seven?

[Co-Host]

Is that one of the reasons why you added seven? Is that one of the reasonswhy you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you Added seven? Is that one of the Reasons why you added seven? Is that One of the reasons why you added seven'? Is that one of the reasons why YOU added seven? Is that one of THE reasons why YOU added seven?

[Caller]

Is THAT one of THE reasons why.

YOU added SEVEN agents?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

[Co-Host]

Is that one of the reasons why you added 7?

[Caller]

Is that one of the reasons why you added Seb? Is that one of the reasons WHY you added Seb? Is that one OF the reasons WHY you added Seb?

Is that one OF the reasons WHY you ADDED Seb? Is that one OF the REASONS why you added Seb? Is that ONE of the REASONS why you ADDED Seb? Is that ONE of the reasons why you ADDED Seb?

Is that ONE of the REASONS Why you ADDED Seb?

[Jim Cramer]

Is that ON OF the REASONS why you ADDed Seb?

[Caller]

Is that ONE of the RESASONS why you ADDED Seb. Is that ONE of the REASES why you ADDED Seb?

Is THAT ONE of the REASONS why YOU ADDED Seb? Is that ONE of the reasons why you added Sebastian? Is that one of the reasons why you added Seb? Is that one of the reasons why you added Seb? Is that one of the reasons why you added Seb? Is that one of the reasons why you Added Seb? Is that one of the Reasons why you added Seb? Is that One of the reasons why you added Seb'?

Is that one of the reasons why YOU added Seb? Is that one of THE Reasons why YOU added Seb?

Is that One of THE Reasons why.

YOU added Seb, is that one of.

THE Reasons why you added Seb?

[Jim Cramer]

Is That one of THE Reasons why YOU added SEB?

[Caller]

Is that one of THE Reasons Why YOU added Seb? Is that one Of THE Reasons why YOU added Seb?

Is that one of THE Reasons why YOU ADDING SEB?

[Jim Cramer]

Agents?

[Co-Host]

Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you Added seven? Is that one of the Reasons why you added seven? Is that One of the reasons why you added seven'? Is that one of the reasons why YOU added seven? Is that one of THE reasons why YOU added seven? Is THAT one of THE reasons why YOU added SEVEN?

[Jim Cramer]

Agents?

[Co-Host]

Is that one of THE reasons Why YOU added seven? Is that one Of THE reasons why YOU added seven? Is that one of THE reasons why YOU ADDED seven? Is that one of THE Reasons why YOU ADDED seven?

[Jim Cramer]

Agents?

[Co-Host]

Is that one of the reasons why you added seven?

[Caller]

Agents?

[Co-Host]

Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you Added seven? Is that one of the Reasons why you added seven? Is that One of the reasons why you added seven'? Is that one of the reasons why YOU added seven? Is that one of THE reasons why YOU added seven? Is THAT one of THE reasons why YOU added SEVEN?

[Jim Cramer]

Agents?

[Co-Host]

Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you added seven?

[Jim Cramer]

Agents?

[Co-Host]

Is that one of the reasons why you added seven?

[Caller]

Agents?

[Co-Host]

Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you Added seven? Is that one of the Reasons why you added seven? Is that One of the reasons why you added seven'? Is that one of the reasons why YOU added seven? Is that one of THE reasons why YOU added seven? Is that one of THE reasons why YOU added Seven? Is that one of THE reasons Why YOU added seven? Is that one Of THE reasons why YOU added seven? Is that one of THE reasons why YOU ADDED seven?

[Caller]

Is that one of THE Reasons why.

YOU added seven agents?

Is that one of the reasons why.

You added Is that one of the.

[Jim Cramer]

Reasons why you added seb?

[Caller]

Is that one of the reasons why you added seb? Is that one of the reasons why you added seb?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

[Co-Host]

Is that one of the reasons why you added seb?

[Caller]

Is that one of the reasons why you added seb? Is that one of the reasons why you added seb? Is that one of the reasons why you added seb?

Is that one of the reasons why.

You added seven agents?

[Co-Host]

Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you Added seven? Is that one of the Reasons why you added seven?

[Caller]

Is that One of the reasons why.

You added seven, is that one of.

[Co-Host]

The reasons why YOU added seven? Is that one of THE reasons why YOU added seven?

[Caller]

Is THAT one of THE reasons why.

YOU added SEVEN agents?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added Is that one of the.

[Jim Cramer]

Reasons why you added seb?

[Caller]

Is that one of the reasons why you added seb? Is that one of the reasons why you added seb?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

[Co-Host]

Is that one of the reasons why you added seb?

[Caller]

Is that one of the reasons why you added seb? Is that one of the reasons why you added seb? Is that one of the reasons why you added seb?

Is that one of the reasons why.

You added seven agents?

[Co-Host]

Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you Added seven? Is that one of the Reasons why you added seven?

[Caller]

Is that One of the reasons why.

You added seven, is that one of.

[Co-Host]

The reasons why YOU added seven? Is that one of THE reasons why YOU added seven?

[Caller]

Is THAT one of THE reasons why.

YOU added SEVEN agents?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

Is that one of the reasons why.

You added seven agents?

[Co-Host]

Is that one of the reasons why you added seb?

[Caller]

Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seB? Is that One of the reasons WHY you added seb?

Is that ONE of the reasons WHY you added seBo?

Is that one of the reasons why you added seB? Is that ONE of the reasons why you added seBo? Is that ONE of the reasons why you added seBo? Is that One of the reasons why you added seb?

Is that ON of the reasons why you added seBar?

Is that ONE of the reasons YOu added seB?

Is that ONE OF the reasons why you added seB.

[Jim Cramer]

Is that ONE of the reasons why YOu added seB?

[Caller]

Agent is that one of the reasons.

Why you added seb?

Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seB? Is that One of the reasons WHY you added seb?

Is that ONE of the reasons WHY you added seBo?

Is that one of the reasons why you added seB? Is that ONE of the reasons why you added seBo? Is that ONE of the reasons why you added seBo? Is that One of the reasons why you added seb?

Is that ON of the reasons why you added seBar?

Is that ONE of the reasons YOu added seB?

Is that ONE OF the reasons why you added seB.

[Jim Cramer]

Is that ONE of the reasons why YOU added seB?

[Caller]

Is that ONE of the reasons why YOU added seB.

Is that ONE OF the reasons why.

YOU added seB' is that ONE of.

The reasons why you added seB?

Is that ONE Oflos reasons why YOU added seB?

[Jim Cramer]

Is that ONE of the reasons why YOU ADDED seB? Is that ONE of THE reasons why YOU added seB? One of the reasons why you added seb?

[Caller]

Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seB? Is that One of the reasons WHY you added seb?

Is that ONE of the reasons WHY you added seBo?

Is that one of the reasons why you added seB? Is that ONE of the reasons why you added seBo? Is that ONE of the reasons why you added seb?

Is that ON of the reasons why you added seBu?

Is that ONE of the reasons YOu added seB? Is that ONE OF the reasons WHY you added seB. Is that ONE of the reasons WHY YOU added seB?

Is that ONE of the reasons why.

Reasons why you added seb?

Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seB? Is that One of the reasons WHY you added seb?

Is that ONE of the reasons WHY you added seBo?

Is that one of the reasons why you added seB? Is that ONE of the reasons why you added seBo? Is that ONE of the reasons why you added seb?

Is that ON of the reasons why you added seBu?

Is that ONE of the reasons YOu added seB? Is that ONE OF the reasons WHY you added seB. Is that ONE of the reasons WHY YOU added seB?

Is that ONE of the reasons why.

You add added seb?

Is that one of the reasons why you added seb? Is that one of the reasons why you added seb'?

Is that one of the reasons why YOU added seb?

Is that one OF the reasons why YOU added seb'?

Is that one OF the reasons why.

You added seb, is that one OF.

The reasons why you added seb?

Is that one O of the reasons.

Why YOU added seB?

Is that one OF the reasons WHY you added seb?

Is that One OF the reasons why YOU added sebo?

Is that one OF the reasons why YOU added seb?

Is that One of the reasons why YOU Added seb?

Is that One Of T.H.Y.

You Added seb?

Is that One OF T.H.Y.

Why YOU added seb?

Age is that one of the reasons.

Why you added seven?

[Co-Host]

Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you added seven?

[Jim Cramer]

Agents?

[Co-Host]

Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you Added seven?

[Caller]

Is that one of the Reasons why you added seb? Is that one of the reasons WHY you added seb?

Is that One of the reasons why.

You added seven, agents?

[Co-Host]

Is that one of the reasons why you added SEB? Is that one of the reasons why you added 7?

[Jim Cramer]

Agents?

[Caller]

Is that one of the the reasons.

Why you added seven?

[Jim Cramer]

Agents?

[Co-Host]

Is that one of the reasons why you added seven?

[Jim Cramer]

Agents?

[Co-Host]

Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you Added seven? Is that one of the Reasons why you added seven? Is that One of the reasons why you added seven'? Is that one of the reasons why YOU added seven? Is that one of THE reasons why YOU added seven? Is THAT one of THE reasons why YOU added Seven? Is THAT one of THE reasons WHY you added seven?

[Caller]

Is THAT one OF THE reasons why YOU added seven?

[Jim Cramer]

Agents?

[Co-Host]

Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you added seven? Is that one of the reasons why you Added seven?

[Caller]

Is that one of the Reasons why you added seven?

[Co-Host]

Is that One of the reasons why you added seven'? Is that one of the reasons why YOU added seven? Is that one of THE reasons why YOU added seven? Is that one of THE reasons why YOU added Seven? Is that one of THE reasons Why YOU added seven? Is that one Of THE reasons why YOU added seven? Is that one of THE reasons why YOU ADDED seven? Is that one of THE Reasons why YOU added seven? Is that One of THE reasons why YOU ADDED Seven?

[Caller]

Is that one of the reasons why.

YOU added Seb your agent?

Is that one of the reasons why.

You added seb your agent?

Is that one of the reasons why.

You added seb your agent?

Is that one of the reasons why.

You added seb your agent?

[Co-Host]

Is that one of the reasons why you added seb?

[Caller]

Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seB?

[Jim Cramer]

Is that One of the reasons WHY you added seb?

[Caller]

Is that ONE of the reasons WHY you added seBo?

Is that one of the reasons why you added seB? Is that ONE of the reasons why you added seBo? Is that ONE of the reasons why you added seBo?

Is that One of the reasons why you added seb?

Is that ON of the reasons why you added seBar?

Is that ONE of the reasons YOu added seB? Is that ONE of the reasons why you added seB. Is that ONE of the reasons why YOU added seB? Is that ONE OF the reasons why YOU added seB? Is that ON of the reasons why YOU added seB. Is that ON of the reasons why YOU added seb?

Is that ON of the reasons why YOU added seB.

Is that ONE of the reasons why YOU added seBo? Is that ON of the reasons why YOU added seb?

Is that ONE of the reasons why.

YOU added seB' is that ONE of.

The reasons why why you added seb? Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seB? Is that One of the reasons WHY you added seb?

Is that ONE of the reasons WHY you added seBo?

Is that one of the reasons why you added seB? Is that ONE of the reasons why you added seBo? Is that ONE of the reasons why you added seb?

Is that ON of the reasons why you added seBu?

Is that ONE of the reasons YOu added seB? Is that ONE OF the reasons WHY you added seB. Is that ONE of the reasons WHY YOU added seB?

[Co-Host]

Is that ONE of the reasons why you added Sebastian?

[Caller]

Seb?

Is that one of the reasons why you added Seb? Is that one of the requirements why you added Seb?

Is that One of the reasons why.

You added Seb, Is that one of.

[Jim Cramer]

The reasons why YOU added Seb?

[Caller]

Agents is that one of the reasons.

Why you added seb?

Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seb?

Is that ONE of the reasons WHY you added seB?

Is that ONE of the reasons why you added seBo? Is that ONE of the reasons WHY you added seB? Is that ON of the reasons why you added SEB?

Is that ONE of the REASONS why you added SEB?

Is THAT why one of the reasons.

Why you added seb?

Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seB? Is that One of the reasons WHY you added seb?

Is that ONE of the reasons WHY you added seBo?

Is that one of the reasons why you added seB? Is that ONE of the reasons why you added seBo? Is that ONE of the reasons why you added seb?

Is that ON of the reasons why you added seBu?

Is that ONE of the reasons YOu added seB? Is that ONE OF the reasons WHY you added seB. Is that ONE of the reasons WHY YOU added seB?

Is that ONE of the reasons why.

Why you added seb?

Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seB? Is that One of the reasons WHY you added seb?

Is that ONE of the reasons WHY you added seBo?

Is that one of the reasons why you added seB? Is that ONE of the reasons why you added seBo? Is that ONE of the reasons why you added seb?

Is that ON of the reasons why you added seBu?

Is that ONE of the reasons YOu added seB? Is that ONE OF the reasons WHY you added seB. Is that ONE of the reasons WHY YOU added seB?

[Co-Host]

Is that ONE of the reasons why you added Sebastian?

[Caller]

Seb?

Is that one of the reasons why you added Seb? Is that one of the reason why you added Seb?

Is that One of the reasons why.

You added Seb, Is that one of.

[Jim Cramer]

The reasons why YOU added Seb agents.

[Co-Host]

Is that one of the reasons why you added seb?

[Caller]

Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seb?

Is that ONE of the reasons WHY you added seB?

Is that ONE of the reasons why you added seBo? Is that ONE of the reasons WHY you added seB? Is that ON of the reasons why you added SEB?

Is that ONE of the REASONS why you added SEB?

Is THAT why one of the reasons.

Why you added seb?

Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seB? Is that One of the reasons WHY you added seb?

Is that ONE of the reasons WHY you added seBo?

Is that one of the reasons why you added seB? Is that ONE of the reasons why you added seBo? Is that ONE of the reasons why you added seb?

Is that ON of the reasons why you added seBu?

Is that ONE of the reasons YOu added seB? Is that ONE OF the reasons WHY you added seB. Is that ONE of the reasons WHY YOU added seB?

Is that ONE of the reasons why.

Why you added seb?

Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seB? Is that One of the reasons WHY you added seb?

Is that ONE of the reasons WHY you added seBo?

Is that one of the reasons why you added seB? Is that ONE of the reasons why you added seBo? Is that ONE of the reasons why you added seb?

Is that ON of the reasons why you added seBu?

Is that ONE of the reasons YOu added seB? Is that ONE OF the reasons WHY you added seB. Is that ONE of the reasons WHY YOU added seB?

[Co-Host]

Is that ONE of the reasons why you added Sebastian?

[Caller]

Seb?

Is that one of the reasons why you added Seb? Is that one of the requirements why you added Seb?

Is that One of the reasons why.

You added Seb, Is that one of.

[Jim Cramer]

The reasons why YOU added Seb? Agents?

[Co-Host]

Is that one of the reasons why you added seb?

[Caller]

Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seb?

Is that ONE of the reasons WHY you added seB?

Is that ONE of the reasons why you added seBo? Is that ONE of the reasons WHY you added seB? Is that ON of the reasons why you added SEB?

Is that ONE of the REASONS why you added SEB?

Is THAT why one of the reasons.

Why you added seb?

Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seB? Is that One of the reasons WHY you added seb?

Is that ONE of the reasons WHY you added seBo?

Is that one of the reasons why you added seB? Is that ONE of the reasons why you added seBo? Is that ONE of the reasons why you added seb?

Is that ON of the reasons why you added seBu?

Is that ONE of the reasons YOu added seB? Is that ONE OF the reasons WHY you added seB. Is that ONE of the reasons WHY YOU added seB?

Is that ONE of the reasons why.

Why you added seb?

Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seB? Is that One of the reasons WHY you added seb?

Is that ONE of the reasons WHY you added seBo?

Is that one of the reasons why you added seB? Is that ONE of the reasons why you added seBo? Is that ONE of the reasons why you added seb?

Is that ON of the reasons why you added seBu?

Is that ONE of the reasons YOu added seB? Is that ONE OF the reasons WHY you added seB. Is that ONE of the reasons WHY YOU added seB?

[Co-Host]

Is that ONE of the reasons why you added Sebastian?

[Caller]

Seb?

Is that one of the reasons why you added Seb? Is that one of the requirements why you added Seb?

Is that One of the reasons why.

You added Seb, Is that one of.

[Jim Cramer]

The reasons why YOU added Seb?

[Caller]

Agents is that one of the reasons.

Why you added seb?

Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seb?

Is that ONE of the reasons WHY you added seB?

Is that ONE of the reasons why you added seBo? Is that ONE of the reasons WHY you added seB? Is that ON of the reasons why you added SEB?

Is that ONE of the REASONS why you added SEB?

Is THAT why one of the reasons.

Why you added seb?

Is that one of the reasons why you added seb? Is that One of the reasons why you added seB?

Is that one of the reasons WHY you added seB? Is that One of the reasons WHY you added seb?

Is that ONE of the reasons WHY you added seBo?

Is that one of the reasons why you added seB? Is that ONE of the reasons why you added seBo? Is that ONE of the reasons why you added seb?

Is that ON of the reasons why you added seBu?

Is that ONE of the reasons YOu added seB? Is that ONE OF the reasons WHY you added seB. Is that ONE of the reasons WHY YOU added seB?

Is that ONE of the reasons why.

Why you added SEB?

Is that one of the reasons why you added SEB? Is that One of the reasons why you added SEb?

Is that one of the reasons why.

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