Mad Money w/ Jim Cramer 8/4/26

Summary

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Mad Money w/ Jim Cramer – August 4, 2026

Podcast: Mad Money
Host: Jim Cramer (CNBC)
Date: August 4, 2026
Theme: Understanding the forces behind the current tech stock rally, lessons from hedge fund collapses, key earnings in tech and defense, and individual stock Q&A from callers.

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Episode Overview

This action-packed episode of Mad Money sees Jim Cramer break down one of the most exuberant days on Wall Street, tracing its roots to the collapse of a major hedge fund and the ensuing market rally. Cramer examines supply and demand dynamics, the aftermath of “situational awareness” in tech, and offers insights from hot earnings reports (Voyager Technologies, Pinterest). The Lightning Round brings his signature rapid-fire stock takes, and the show closes with hard-earned investing wisdom.

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Main Themes & Discussion Points

1. Why Tech Stocks Are Soaring: The Aftermath of a Hedge Fund Collapse

[01:02–09:34]

• Driving Question:
  “Where did all the sellers go?” Cramer marvels at the day’s market action, with the Dow, S&P, and Nasdaq soaring to record highs.

  • Dow up 907 points
  • S&P up 1.79%, best since April, setting records
  • Nasdaq up 2.59%

• Key Cause:
  The collapse of Leopold Aschenbrenner’s “Situational Awareness” hedge fund is blamed for tech’s earlier woes and today’s rebound. Forced liquidations from levered funds created a glut of stock, driving prices down and shaking out weak hands. Now, with no forced sellers left, the “supply” of shares has dwindled, allowing buyers to push stocks up.

• Cramer’s Market Lesson:

  • “The stock market is about supply and demand.” (03:36)
  • Brokers lent Aschenbrenner $4 for every $1 under management, driving excessive leverage ($45B at the peak).
  • When the fund collapsed, forced sales caused “a vortex, a miasma of other sell orders” (04:56).
  • Aschenbrenner’s copycats and piggybackers also unwound positions in panic, amplifying volatility.

“Being wiped out means that a huge amount of stock hit the market all at once. The stocks have been unnaturally high. Then because of his selling, they went unnaturally low.”
— Jim Cramer [06:35]

• Current Rally:
  Now, with the overhang gone, tech stocks—especially semis, data centers, and previously shorted software companies—are rebounding strongly.

• Cramer’s Conclusion:
  “Today is still one more day where there seems to be no overhang, no stock for sale of any size...so much of tech freedom. The forced selling goes ever higher. We all owe Leopold Aschenbrenner a gigantic ocean of thanks. This is his rally. Too bad he didn’t get to enjoy it.” [09:28]

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2. Lightning Round: Q&A on Individual Stocks

[09:34–11:10]

• Caller: Dave (Illinois) on Celestica (CLS)
  • Cramer: “I read the Celestica conference call every single time. They are incredible at what they do. I think it is a buy... I say buy some and hope it comes down.” [10:18]
• Caller: Keith (Pennsylvania) on GE Vernova
  • Q: How do you value gigawatts, given earnings confusion?
  • Cramer: “They did not miss. They had a terrific quarter... I think they really are moving fast enough. I think it's a terrific situation and I think the stock can go higher.” [11:10]

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3. Earnings Interview: Voyager Technologies CEO Dylan Taylor

[14:22–22:09]

• Voyager Overview

  • Defense, space, and national security contractor; huge recent revenue growth (up 51% sequentially); robust backlog.
  • Recent acquisition of Astrobotic, a space robotics play; heavy focus on the new “space economy.”

• Defense and Space Innovation

  • Dylan Taylor: “At the intersection of national security, defense, and space, a company like Voyager needed to exist.” [15:49]
  • Explanation of the “Golden Dome”—multi-layered missile and drone defense architecture.

• Moon Missions & Lunar Economy

  • Multiple planned lunar landings and rovers; goal to develop infrastructure (“the eighth continent”).
  • “I think it’s unlimited, truly.” — Dylan Taylor [18:30]

• STAR Lab Space Station Project

  • Next-gen commercial space stations (with partners Palantir, Airbus, Mitsubishi).

• SpaceX Partnership

  • “They’re a partner... launching our space station... Starship is a game changer.” — Dylan Taylor [20:40–21:05]

• Space-Based Data Centers

  • Cramer asks about the plausibility; Taylor sees it eventually feasible with mesh networks of smaller (Starlink-sized) satellites. [21:11]

“For us it was like it was Tang. And we discovered Tang.” — Jim Cramer, on the moon race’s legacy [19:24]

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4. Earnings Interview: Pinterest CEO Bill Ready

(Repeated segment: see timestamps [23:52–32:20] and [32:38–41:06])

• Strong Quarter

  • Revenue up 18% year-over-year
  • EBITDA up 24%
  • 12th straight quarter of record high users—Gen Z is the fastest-growing and largest group.

• AI-Driven Shopping Experience

  • Pinterest is now “an AI-driven shopping assistant”
  • “Pinterest is where Gen Z goes to shop.” — Bill Ready [24:59]
  • 5X more advertiser clicks in 3 years

• International Growth Challenge

  • 80%+ of users outside US, but only ~20% of revenue.
  • Expanding effective monetization playbook to international markets. [26:06, 34:52]

• AI Strategy

  • Early use of open-source models:
    • “For comparable models, we’re getting cost per transaction at less than 8% of the cost when we use open-source models versus closed models.” — Bill Ready [27:19]
    • 30% better multimodal visual search recommendations
    • Security/control by running models in Pinterest's own cloud [27:19–29:09]

• Gen Z Commercial Power

  • Pinterest aims for seamless, actionable commerce for Gen Z users.

• Stock Reaction

  • Cramer: “Honestly I’m a little flabbergasted... the quarter looked darn good to me... Maybe it should be higher.” [23:53, 39:25]
  • Ready: “We were above our own guidance range... delivering what we promised.” [31:05, 39:51]

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5. Lightning Round: Rapid Fire Stock Opinions

[41:23–43:37]

• Robinhood (HOOD):

  • New blockchain/tokenized stocks are a sideshow. The real story is growing user accounts and product offerings: “Robinhood’s got a winning site and I think it’s going to continue to do well.” [42:00]

• Northwest Energy:

  • Long-term hold, “that’s a winning stock... you can put it in your portfolio and just forget about it.” [42:41]

• Origin Bancorp (OBK):

  • “Great regional bank... sells at 13 times earnings... that’s a good one.” [43:21]

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6. Cramer’s Investing Wisdom: Surviving the Market's Pain and Riding the Upside

[44:09–47:49]

• Market Timing Myth & Buy-and-Hold Reality

  • The biggest gains are condensed into a handful of days: “There are about seven days a year most of the money gets made. You never know when those seven days are going to come though. So you need to hang on through the bad times to reach the promised land.” [44:12]

• Why It's Hard to Stick With Winners

  • Fear, confusion about why stocks go down (like hedge fund collapses), pain of losses, noise from negative media and “sirens and pessimism.”

• Cramer’s advice:

  • “Force yourself to buy shares in your favorite stocks and/ or an index fund regardless of the current price. You’ll do fine. Maybe better than fine. You might even just get rich.” [44:38]
  • “If you don’t stick with your favorites, you’re absolutely going to miss the biggest gains of the year, just like the very gains we had today.” [47:35]
  • Recommends viewership does their own homework — “Don’t just stand there. Get to work doing some homework and get ready to buy something.”

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Notable Quotes & Memorable Moments

• On Market Dynamics & Copycat Investors:
  “We know that he [Aschenbrenner] absolutely love, love, love, love, love, love the data center... But as much as he loved the data centers, he hated the software stocks. He seemed to think that this whole core had to be destroyed by AI. So he shorted the hell out of them.”
  — Jim Cramer [04:15]

• On Market Pain and Resilience:
  “The hard part isn’t picking winners, it’s forcing yourself to stick with them when the whole world wants to frighten you away from stocks.”
  — Jim Cramer [44:41]

• On AI in Pinterest:
  “What really matters is what happens in your environment... you can now take these open weight models and train them on your own data and get better results... and they’re actually more secure because you can run them in your own secure cloud environment and know that your data stays your data...”
  — Bill Ready [27:19–29:09 and 36:05–37:54]

• On the Space Economy Future:
  “Think of it almost like the eighth continent, Jim. That’s the way I like to think about the moon, the eighth continent... I think it’s unlimited, truly.”
  — Dylan Taylor [18:30]

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Key Timestamps

• [01:02] – Jim Cramer opens with an explainer on the day’s market surge
• [03:36] – Insights on hedge fund leverage and collapse
• [09:34] – Call-in Q&A: Palantir, Celestica, GE Vernova
• [14:22] – Voyager Technologies CEO interview
• [23:52] & [32:38] – Pinterest CEO double interview segment
• [41:23] – Lightning Round rapid stock Q&A
• [44:09] – Cramer’s “keys to keep on keeping on”: market wisdom and strategy wrap-up
• [47:35] – Final Cramer advice on sticking with great stocks

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Summary: Why Listen to This Episode?

This episode delivers a powerful blend of market education, actionable stock ideas, insider CEO perspectives, and a deep dive into how structural market events (like hedge fund collapses) shape investor opportunity. Cramer reinforces timeless investing truths about discipline and tuning out negativity amid volatility. If you want a colorfully presented, expert-level take on today’s bull market, packed with colorful anecdotes and tactical analysis, this is essential listening—Cramerica style.

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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. Mad Money starts now. Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cramerica Blue Man. Friends, I'm just trying to make you a little bit of money here. My job is not just to entertain, but to explain how days like it happen. So call me 1-800-743-CBC. Tweet me jim Cramer. Okay, legitimate question. Where all the sellers go? I think they've left the building, at least metaphorically. And that's how you get this kind of incredible day where The Dow gains nine or seven points, close a record high. SME rallied 1.79%, best day since April, setting records on both an intraday and closing basis. And then Nasdaq jumped 2.59%, still not quite at those early June records, but who knows when those will be taken out? I go back to the same question. Where did the seller disappear to, allowing many stocks, but especially the data center and SOFA stocks, to gallop higher without much resistance at all. No supply. Well, do you know that ever since we found out that Leopold Aschenbrenner's hedge fund situational awareness blew up last week, we've seen tech stocks flying all over the place, unleashed, unbound, roaring higher, catapulted by the lack of sellers of any size. They seem to be all gone, leaving little stock for Sale in their wake, causing the buyers to take stocks up with their own, buying one after another. Listen, I used to be a hedge fund manager. I've been caught with my pants down more than once. I've seen stocks move in the wake of my failures. Millions of dollars of stock just sold out from underneath because the margin calls. You can see my sad footprints everywhere. But I want to tell you that this Leopold guy, I mean Captain, the over leveraged situational awareness fund, he did this stuff maybe a million times bigger than I ever did. Even as his fund went to kingdom come. Don't worry, he'll be back. They always come back. We're still living in his wake. It's his wake that's behind this magnificent rally. Even as it seems inconceivable if you have never traded, that it could possibly have had that kind of lasting impact. It does. The stock market is about supply and demand. People can handle any, pretty much any amount of stock that trades. Buy side, sell side. But now we've learned that when this hedge fund, this hedge fund collapsed, this colossus, the positions that were for sale from Aston Brenner and his imitators were too big for these stocks to handle without being massacred. The house of pain. They plummeted because of this man's leverage. They were smashed because he was forced to sell into a vortex, a miasma of other sell orders. Much more than this stock market could handle at any one level. How come? Who let this happen? Situational awareness was allowed to borrow $4 for every $1 he had under management. That alone is insane. Who the heck would give this guy, a 25 year old rookie, that kind of power? How do you get that firepower? Of course the brokers would, that's why. Because they make their biggest money lending on margin. No, not trading, but lending. So they gave him $4 for every dollar he had under management, helping to take his fund to 45 billion at its peak. A lot of borrowed money there. To look at his position list is to look at the topology of this entire tech market. We know that he absolutely love, love, love, love, love, love the data center. He adored the companies that built the data centers. This wild man bought hundreds of millions of dollars worth of NBC, Bloom, Energy, Core, Wave, Iran. Just crazy sized positions. He cherished the semis, buying them like a madman. But as much as he loved the data centers, he hated the software stocks. He seemed to think that this whole core had to be destroyed by AI. So he shored the hell out of. Now here's the Way things unravel. Ashton Brenner had a couple of great years and became a bit of a Pied Piper. Situational waiters had a lot of investors who knew what he was up to and they wanted to own his stocks. He had these 13 FC had a file with the government court revealing his positions. And when you got a hot hand like this guy had, there are always imitators, even if those positions are old by the time you see them. The brokers use. Oh, they probably bought his stocks. They were probably doing like this. He was, yeah, go into, maybe go in the hall, say listen, the big kahuna, the big one is buying some nebulous. Go buy some nebulous. Get ahead of. Or maybe after the investors in his fund knew what he owned too, they probably cherry picked their favorites of his positions. We'll never know how many people were piggybacking off this guy when his fund reached 45 billion, but there were a ton of them. When Asher Benner's big trade started going awry in June, all these imitators begin to panic. Remember, these people don't know jack. They don't do their homework. They have no conviction. Do you think they're like the Kunis selling? Of course it took a lot to derail the situational awareness. I mean it was a freight train. Of course it took higher oil, a huge inflation scare, much higher interest rates on the macro side. On the same time a host of red hot stocks went parabolic thanks to terrific earnings one after another. Memory stock, semiconductor capital equipment, data center builders, they all just kept going higher as a surprising large group of camp followers bought them with borrowed money. Parabola, Parabola, what do I tell you? They always end in tears and in the end situational. Well, you know what? It wasn't as much of a topple as kind of a game of Jenga. We had a huge amount of supply hit the market at the same time. Offerings from Google, SpaceX, and they reported 555. And ultimately SK Hynix, the Korean semiconductor company that decided this year. In the end we ran out of buying power. Looking back, that SK Hynix deal was a deal too far, which he participated in, by the way. That might have been the Jenga piece that only brought down this hedge fund. When the Jenga tower crashed, two things happened. The huge positions Ashley Benner bought on margin and the copycats who took similar positions, they all got wiped out. Being wiped out means that a huge amount of stock hit the market all at once. The stocks have been unnaturally high. Then because of his selling, they went unnaturally low. At the same time the stocks he was shorting and software started flying. When ServiceNow reported a real good quarter and unlike the last few times action went higher. No one was leaning on it. That too caused an avalanche of buy. Now looking back, you can see the footprints of the margin butchers who went to work slashing Aschenbrenner because he couldn't fork up more money as collateral. Oh, they were everywhere in tap in unbelievable conflict. Just when the tower situational awareness built tumbled we hit earnings season and it turns out that so many of the broken stocks that Ashman likes are reporting amazing quarters. But the companies he hated are reporting terrific quarters too. Spectacular rallies and amazing short squeezes abound all over the place. In the collapse of situation awareness we realized we had is a clearing event. It wiped out all of your fellow shareholders with weak hands. Once it ended, there were no more forced sellers. Many of the remaining large shareholders like the stocks and bought more on weakness. At this point I think the big tech names are still too low and maybe concerned about AMD's guidance in this very evening will give you another bite at the tech apple. The bounce back from situational demise is why we've been rebounding like crazy and AMD will derail that same thing on the software side as we realized that these companies were being kept down by endless short selling up by the fundamentals. They're exploding higher now. Yes, Adobe's business has been truly workdays not so good maybe salesforce down a weaker however, these stocks got way too cheap and with the shorts running out of juice, well, they got nowhere to go. But this is why I say to Robert New York who called last night that he could be really right buying into it. A classic wise guy short by traders who think that Chachi beat your Grok or Claude can do your taxes. Yeah, yeah, sure, sure. Can you imagine being ordered by the IRS and you blame Gemini? Hey listen Grok, maybe do it. I'll stick with TurboTax. What's amazing is that we're still seeing these short positions on why they were just so large and now the stocks are coiled springs. In the end, I come here neither to praise nor to bury situational awareness. As I said, I'm sure the guy will be back. I mean everybody loves a comeback story in the stock selections. Plus a little risk management would have probably led to a super year. But situation was so big at its peak and there were so many copycats that the jagged pieces fell all over the place situations remaining positions that Aschen better couldn't sell fell smart Alpha called Citadel. I have no idea what Citadel did with them. Whatever overhang they might have been though from Citadel that seems to have ended to the bottom line. Today is still one more day where there seems to be no overhang, no stock for sale of any size. So much of tech freedom the for selling goes ever higher. We all owe Leopold Aschenbrenner a gigantic ocean of thanks. This is his rally. Too bad he didn't get to enjoy it. Let's go to Dave in illinois please. Dave.

[Caller]

Dr. Kramer, how are you on this Palantir breakout day?

[Jim Cramer]

That Palantir is a serious breakout. A lot of fun to listen to that conference call. Those guys do have game no matter what you say. They are Shakespearean. They really are. I like them. What's up?

[Caller]

Sure do Jim. This $35 billion Canadian company provides product and service solutions for hardware platforms, supply chains and cloud connectiv. Of the 19 analysts following Celestica Inc. Call it a buy or strong buy, you call them a long term buy. In the robust AI buildout it's down 25 20% from its 52 week high. Jim, your thoughts on CLS?

[Jim Cramer]

Dave Wise why Dave is a wise man to bring me this. Now look, here's what I do. I read the Celestial conference call every single time. They are incredible at what they do. I think it is a buy. I. I suggest that people say you know what it's up 29. It's probably going to be too much. I say buy some and then hope it comes down. Now we're going to go to Keith in Pennsylvania. Keith.

[Caller]

Mr. Kramer, how you doing?

[Jim Cramer]

I am good Keith, how are you doing?

[Caller]

I'm doing good but I need you to please educate me on something got in your way.

[Jim Cramer]

What's going on?

[Caller]

A few weeks ago GE Vernova reported earnings and missed and you stated that their order book was full and people simply weren't pricing in gigawatts. Could you please teach me how you value giga gigawatts and let me in the future?

[Jim Cramer]

Absolutely. No Keith. They did not miss. They had a terrific quarter but the stock is very. It's expensive. They hit it on a wrong day. I liked everything that I said. Scott Drazik did a good job but what he was saying is listen, we are putting on more. We are putting on more machines so we can generate more gigawatt power. Remember what they do is they turn whatever fuel source, typically natural gas into electrons and then that's what they turn into energy and they are able to turn only so many machines into energy and so much natural gas and energy. It takes a long time to make the machines. So what I think people felt was, you know what, they're not moving fast enough. But I think they really are. I think it's a terrific situation and I think the stock can go higher. It was and is a rich doctor. Tech has finally been freed from its forced selling and that's why we're seeing this levitation. On MY MONEY tonight, Voyager technology shooting for the moon to power the new space economy. I'm finding out more about the economy with CEO then what's in the pipeline for drug banker Merck. Which stock acts great? I'm going to go one on one with the top brass after earnings and Pinterest has reported earnings after the bell. I'm getting the latest in the quarter and all the consumer trends. So stay with Kramer.

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[Jim Cramer]

To start your free [e-mail] what made you confident that you could do something that hadn't been done before? I have no fear of failure.

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[Jim Cramer]

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[Dylan Taylor]

We look

[Jim Cramer]

at this phenomenal run in Voyager Technologies. The space and defense company makes key components for satellites, missiles and spacecraft. It's been racking up government contracts left and right. Last night Voyage reported a very strong quarter revenue of 51% just versus the previous three months. A narrow expected loss and the backlog jumping 22% sequentially. That's versus last quarter, not last year. Management said demand is building faster than they can convert it to revenue. High quality problem. They also raised their full year revenue forecast pretty substantially. Some of that's thanks to the recent acquisition of Astrobotic. It's a space robotics play and some of it's a core business. The stock jumped 14% yesterday even before the quarter and then rallied another 19.6% today in response to these results, although it's still down roughly 55% from its post IPO highs last summer. So maybe have an impact miss as much as you might think she can it keep running. Should it keep running? Let's check in with Dylan Taylor is the co founder and chairman CEO of Warrior Technology to find out. Mr. Taylor, welcome to Mad Money.

[Dylan Taylor]

Thank you Jim. Great to be with you.

[Jim Cramer]

Okay, so I'm going to tell you, I usually when someone I've not seen I look at the company, I think is it really possible, is it really possible that you could be at the intersection of everything people care about, Defense technology, national security, the space economy. You put it all together. Tell us about your company because for younger people to say that because you're still losing some money. But I get that how did you put this whole recipe together because it's what people want and it's where the, where the puck is going.

[Dylan Taylor]

Yeah, well I appreciate the question. So we're going to turn seven years old as a company in about two weeks and the original thesis for the company was exactly this, that at the intersection of national security, defense and space, a company like Voyager needed to exist because at the top of the heap you had the primes highly capable but maybe not particularly innovative, maybe a bit slow moving. And at the bottom you have highly innovative entrepreneurial companies that weren't necessarily going to scale or couldn't enter and access to public markets. So the thought was can you build a purpose built operating platform? All I Danaher Heiko one of these high quality companies, companies that's at the intersection of these things that are really important and we're a mission driven company Jim, because this is important not only for The US but for the Western world, because we're in a big race.

[Jim Cramer]

I know.

[Dylan Taylor]

I mean, just to the moon.

[Jim Cramer]

Oh, I know. I mean, I do the Palantir call multiple times last night. And it's very clear that this is existential for our country. Maybe kind of like when I was a little boy and I knew we had the get, we had to get on the moon or we couldn't let the Russians win. Which is true, we couldn't because it turned out to be more than just symbolic. It really was a fight that we had to win. Now let's, let's do some defense first because Golden Dome, a lot people say, well, we have Golden Dome. Well, we know that Israel's got some gold. Where are we in this incredibly important project? Given the fact that some countries can launch missiles further and further and further, we should be worried.

[Dylan Taylor]

Yeah. So think of Golden Dome as a moniker and think of it as a defense shield with layers, almost like layers of an onion. So obviously you're not going to have a hypersonic missile interceptor for drone activity and vice versa, but you need architecture that addresses all the threats. So at the very top of the heap is a program we're on next generation interceptor, which is intercepting hypersonic missiles from adversaries, typically nuclear tipped. Mission critical. If you miss the missile, you lose a city. So that's kind of the highest standard, even sitting above that, a new part of Golden Dome or space based interceptors. So this is intercepting threats that generate or emanate from space and then trying to eliminate those threats. So there are lots of different programs of record all being worked, all addressing different threats, depending on what the stratosphere might be or whether it's coming from space or whether it's something like a drone like we see in Iran.

[Jim Cramer]

All right, now it sounds like we're definitely ready for that now. Astrobotic acquisition. The moon. We're going back to the moon. People don't even know we're going back to tell us what's going to happen.

[Dylan Taylor]

Yeah, so there's going to be several lunar landing attempts with rovers. So for example, we actually have a mission roughly December called the Griffin mission, that'll be part of Moon Base 2. And on that lander there'll be a rover. So demonstrating mobility and ultimately what we want to do, we the royal, we, the US and allies, are build infrastructure on the moon. Power, propulsion, mobility, to ultimately be able to live and work on the moon. And think of it almost like the eighth continent, Jim. That's the way I like to think about the moon, the eighth continent, because, you know, there's back in school. Yeah, well, I mean, I tell you, people say how, how big can this lunar economy be? Well, you know, I say, well, what was the economy for? A new, a new continent when it was opened up? I think it's unlimited, truly.

[Jim Cramer]

No, you're right. I mean for us it was like it was Tang.

[Dylan Taylor]

Yeah, right.

[Jim Cramer]

And we discovered Tang. All right, now how about STAR Lab and I can't believe where you are. You should be so excited to come to work every morning.

[Dylan Taylor]

I am.

[Jim Cramer]

And STAR Lab, Airbus, Mitsubishi, great partners.

[Dylan Taylor]

So the International Space Station. Humans have been up there for 25 plus years. Best things probably humans have ever built, Jim. Honestly. But it's really, I think so because not only for international diplomacy, but it's right. Complicated machine. And I think it's an expression of what humanity, you know, could be possible for.

[Jim Cramer]

Right.

[Dylan Taylor]

However it's aging and so the intention is to replace, replace that instead of a government owned station with commercial space stations. So our effort, as you mentioned, is STAR Lab, Palantir, Airbus, Mitsubishi and others are part of that.

[Jim Cramer]

Great partners, huh?

[Dylan Taylor]

Great partners. And we're the controlling shareholder of that. And that'll be. We won phase one with NASA. This will be an effort for phase two, which should be selected later this year, early next year.

[Jim Cramer]

Okay, so people are going to say, well listen, he does satellites, whoever. Where is he with space? Where is he with Space X? I mean, you know, and I say, look, it does, you know, there's a lot of companies have to be with Space X, but you're obviously an observer of them. Something to do with them.

[Dylan Taylor]

Yeah, I mean they're a partner, really. I mean they're launching our space station.

[Jim Cramer]

We were one of. They are. There's only a couple that do it, right? They have to, you know, you need them or one other two or other blue origin, obviously.

[Dylan Taylor]

Exactly. And our space station is so large that we, we need that heavy lift rocket capability. So I think we're one of their commercial first commercial customers. So they're great partners. We love working with Space X and they've done a lot for the industry. I think Starship is a game changer, right? For the industry.

[Jim Cramer]

Yeah, I do too.

[Dylan Taylor]

We use their comms.

[Jim Cramer]

But you don't think it's crazy that they might put data centers up there, right?

[Dylan Taylor]

I think long term it makes sense. I think the form factor matters, right? The physics. It's very hard to build a large scale school bus size data center, Space because of the radiation issue with dissipating heat. But if it's a form factor, roughly the size of a Starlink satellite and you do a mesh network, which is what I think Elon plans, I think it works well.

[Jim Cramer]

Okay, look, here's what we're going to do. I want you back one. We're not giving you enough time. These are amazing projects. I didn't know your company well enough. Obviously it bothers me because there's so many interesting pieces here. I have tremendous respect for what you're doing. It okay, seven years you're building snips. It's not a small cap. Overnight success. It's some major opportunity for our viewers and that's what I care about. This is Dylan Taylor is the co founder, chairman, CEO of Voyager Technologies. And what can I say, guys? Just, it's. It's just. I do wish I were back at school. I probably end up working for you. Thank you so much. Thank you, John. Boys back into the brink.

[Mad Money Announcer]

Coming up with Merck in motion after reporting earnings, Kramer's dissecting the quarter with the company's CEO.

[Jim Cramer]

Next

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[Jim Cramer]

What made you confident that you could do something that hadn't been done before? I have no fear of failure.

[Julia Boorstin]

Trailblazing women, changing the game.

[Bill Ready]

One of my favorite pieces of advice,

[Jim Cramer]

think about what your boss's boss needs. Leadership can look in many, many different. It really does come down to just trusting yourself.

[CDW Advertiser]

Life is short and you just gotta think big to accomplish big things.

[Julia Boorstin]

Julia Boorstin hosts CNBC Changemakers and Power Players. New episodes every Tuesday. Wherever you get your podcasts,

[Dylan Taylor]

Is there

[Jim Cramer]

room in this world of AI dominance for Pinterest social media platform slash virtual pinboard site? After struggling for years, stocks had nice comeback over the past six months. Up 85% from its February lows for Today's close pictures tonight is getting slammed in after hours trading after reported and I got to tell you I'm honestly I'm a little flabbergasted because the quarter looked darn good to me. Company be on every major lie. Revenue earnings, free cash flow, monthly active users, average revenue per user. Maybe the market didn't like that. Management's revenue guidance for the current quarter was in line. I don't think that justifies this card. It's just crazy. Could be a good opportunity here for one of the best still independent properties in the web. Let's dig deeper with Bill ready, he's the CEO of Pinterest. Get a better read on the quarter. Mr. Eddie, welcome back to Mad Money.

[Bill Ready]

Thanks for having me, Jim.

[Jim Cramer]

Okay, so I think you put a little perspective here before we go into this action of the stock. I care more about the what the company did because that's where the sources you reported better than expected. Revenue up 18% year over year. EBITDA up 24% earnings adjusted earnings per 30% cash flows look real good. This seems like a very strong quarter from Pinterest.

[Bill Ready]

It was, it was a very strong quarter for us and I think at the core of it is really strong momentum with our users. It was our 12th straight quarter of record high users. 11th straight quarter of double digit growth with users more than half of those being Gen Z. So we're really winning with the next generation. And what's let us do that is we really turned Pinterest into an AI driven shopping assistant. Stated simply, Pinterest is where Gen Z goes to shop. And we're seeing that that's not only really resonating with users and we're growing at a time when a lot of social platforms are struggling to get user growth. We've had 11 straight quarters of double digit user growth and we're seeing that our advertisers are increasingly able to get really great results from that high commerciality on our platform. More than half the users on our platform are there to shop. So it's a very natural commercial interaction. That's a great place for advertisers to meet new customers.

[Jim Cramer]

Customers. Now when can you get. I've asked this before actually. I'm hoping things would get a little better. But domestic is great. Us, you make a ton of money international, you have so many users, but you just don't get to make as much money off them. Why is that? What's so different about them from us?

[Bill Ready]

Well, the interesting thing is you know that as we've really transformed the platform of the last few years. We started first in our home market. Our user growth has been broadly broad based and global. So we're growing across every geography that we track, every demographic that we track. And on the monetization side we started bringing more of that commercial monetization, more of that advertising and shopping capability to advertise in the US first because it's our largest market by revenue. But we're now taking that international. We've seen really good early signs there. But you're exactly right. You know, more than 80% of our users are outside the US but only 20% ish of our revenue is outside the US so there's a lot more room for growth there and we've had good early progress on that. But it's one of the things we talked about on the call is that we're really, really leaning into that and taking that you can playbook that's been so effective for us and is really reaccelerated revenue in the US 5 percentage point acceleration this past quarter. And you can that we're now taking to international.

[Jim Cramer]

Okay, I want to go back to AI because you have a novel model model. Actually what you're using are the open source models. Closed ones cost a fortune. We now know that. I don't know how you knew to go to open source, but it's certainly not a compromise at all. And if anything you're going to be able to at the gross margin are going to go up big as this takes hold.

[Bill Ready]

Yeah, we were very early on open source or open weight models and we use our own compact fit for purpose models for things like core computer vision and things like that. So we've been doing those things. But then for more than a year I've been talking about how these open source models are getting much more capable and in a lot of ways are superior to the closed models on multiple dimensions. First, is that the cost element I shared on the call we're seeing that for comparable models we're getting cost per transaction at less than 8% of the cost when we use open source models versus closed models. But on top of that they're also more effective. The open models let you train based on your own data so they become more effective. So I share our latest multimodal visual search models are 30% better at providing relevant recommendations on shopping for our users in our use case. So these benchmarks talk about things that could happen in the abstract. What really matters is what happens in your environment. And so you can now take these open weight models and train them on your own data and get better results. And then lastly, they're actually more secure because you can run them in your own secure cloud environment and know that your data stays your data and that your data isn't being used by somebody else to compete against you in the future. So it's been really exciting to see how much the open source AI community has progressed, including really great US Labs and US hyperscalers that what hyperscalers have always done is take open source software and make it really safe and accessible and secure for others to use. And they're now doing that with, with these open weight models as well. And I think that's a really great thing for the broader ecosystem will unlock a lot of innovation as more and more players have access to this capability versus being locked up with only a few now.

[Jim Cramer]

Also, you've got the right people coming. You have reason to be optimistic because you said on tonight's call, Gen Z continues to be our largest and fastest growing cohort. Now how are they positioned to be able to buy things? Do we have data on them and how much they look and then how much they buy and where they go to? And do you want to try to keep them on your site or is it okay if they go elsewhere?

[Bill Ready]

Well, so we want to make it just really, really simple for users to take action when they find what they're looking for. So we shared that we've more than 5x the number of clicks to advertisers over the last three years. So more than half the users on our platform are there to shop and we're driving a lot of actionability to those advertisers and we're making it really, really seamless and simple for the user and the advertiser. And the new thing that we talked about this quarter is that our assistant, where we've been using AI in the background to serve really great relevant recommendations. We're bringing it to the foreground so that now when you have some of those follow up questions that you found that great pair of shoes that you really wanted on Pinterest or that outfit that you wanted on Pinterest, but you have a little follow up question like, well, I haven't bought this brand of shoes before. Do they run big or do they run small? You can just ask it right on Pinterest and we're going to give you a great answer using LLM capabilities, post trained on our data so that we give something that's really personalized and relevant to that user, that really Makes it so they can find everything they need to go take action on our platform. And then we bring our advertiser a customer, not just a transaction because we help the user go to that advertiser to go complete the purchase, which we see being a great thing for us, drives great repeat engagement for us.

[Jim Cramer]

I just want to be sure that I didn't read this wrong. I mean there is no way that you could, that people could say this is a reference to the stock, that, that somehow you didn't deliver on what your forecast or that you gave a forecast that's, that's, that's lower than expected. It's right in line. It is not like someone has come in and say, you know what, you disappointed and now we have to sell the stock. It is just not the case.

[Bill Ready]

Well, we always try to focus on delivery, on what we say we're going to deliver. So you know, Q2, we did A, you know, we were above our own guidance range. It was a multipoint beat on Q2. And as we look forward, we basically continue that momentum and as you said, it was in line with, with the external markets expectations, but importantly is continuing the momentum that we've talked about in the ways that we've talked about with our investors. So I think if you step back from it, you know, we told our investors, you know, three years ago that we thought this could be a consistent mid to high teens grower and that we could deliver 30% plus margins. And we've done exactly that every quarter since Q1 of 2024. In fact, for this year, we increased our margin outlook for, for the year even as we're accelerating the usage of AI back to like how cost effective it is for us to use our

[Jim Cramer]

own models and 18% revenue growth, 26% margin. You have rule of 42. I mean, that's why I didn't normally. What I've never asked you about the stock but tonight I'm so darn mystified I just thought I should throw it out there given what I see is tremendous growth and a great franchise. I want to thank you, Bill, for coming on the show and I again, sometimes you get mystified because the stock shouldn't be where it is. Maybe it should be higher. Thank you so much. CEO of Pinterest. Their money's back after the break.

[Mad Money Announcer]

Coming up, you've got questions. Kramer's got the answers. Get charged up for a fast fire lightning round. Next,

[Jim Cramer]

Is there room in this world of AI dominance for Pinterest social media platform slash virtual Pinboard site. After struggling for years, stocks had nice comeback over the past six months. Up 85% from its February lows. For today's close. Pinterest tonight is getting slammed in after hours trading after reported and I got to tell you I'm honestly I'm a little flabbergasted because the quarter looked darn good to me. Company be on every major lie. Revenue earnings, free cash flow, monthly active users, average revenue per user. Maybe the market didn't like that. Management's revenue guidance for the current quarter was in line. I don't think that justifies this card. It's just crazy. Could be a good opportunity here for one of the best still independent properties in the web. Let's dig deeper with Bill ready. He's the CEO of Pinterest. Get a better read on the quarter. Mr. Eddie, welcome back to Bad Money.

[Bill Ready]

Thanks for having me, Jim.

[Jim Cramer]

Okay, so I think you put a little perspective here before we go into this action of the stock. I care more about the what the company did because that's where the sources you reported better than expected. Revenue up 18% year over year. EBITDA up 24% earnings adjusted earnings were up 30%. Cash flows look real good. This seems like a very strong quarter from Pinterest.

[Bill Ready]

It was, it was a very strong quarter for us and I think at the core of it is really strong momentum with our users. It was our 12th straight quarter of record high users. 11th straight quarter of double digit growth with users more than half of those being Gen Z. So we're really winning with the next generation. And what's let us do that is we've really turned Pinterest into an AI driven shopping assistant. Stated simply, Pinterest is where Gen Z goes to shop. And we're seeing that that's not only really resonating with users and that we're growing at a time when a lot of social platforms are struggling with to get user growth. We've had 11 straight quarters of double digit user growth and we're seeing that our advertisers are increasingly able to get really great results from that high commerciality on our platform. More than half the users on our platform are there to shop. So it's a very natural commercial interaction that's a great place for advertisers to meet new customers.

[Jim Cramer]

Now when can you get and I've asked this before actually I'm hoping things would get a little better but domestic is great. Us, you make a ton of money internationally, you have so many users, but you just don't get to make as much money off them. Why is that? What's so different about them from us?

[Bill Ready]

Well, the interesting thing is, you know that as we've really transformed the platform of the last few years, we started first in our home market, our user growth has been broadly broad based and global. So we're growing across every geography that we track, every demographic that we track. And on the monetization side we started bringing more of that commercial monetization, more that advertising and shopping capability to advertise in the US first because it's our largest market by revenue, but we're now taking that international. We've seen really good early signs there. But you're exactly right, you know, more than 80% of our users are outside the US but only 20% ish of our revenue is outside the US so there's a lot more room for growth there and we've had good early progress on that. But it's one of the things we talked about on the call is that we're really, really leaning into that and taking that you can playbook this been so effective for us and has really reaccelerated revenue in the US 5 percentage point acceleration this past quarter. And you can that we're now taking to international.

[Jim Cramer]

Okay, I want to go back to 2ai because you have a novel model. Actually what you're using are the open source models. Close ones cost a fortune. We now know that. I don't know how you knew to go to open source, but it's certainly not a compromise at all. And if anything you're going to be able to at the gross margin are going to go up big as this takes hold.

[Bill Ready]

Yeah, we were very early on open source AI or open weight models and we use our own compact fit for purpose models for things like core computer vision and things like that. So we've been doing those things. But then for more than a year I've been talking about how these open source models are getting much more capable and in a lot of ways are superior to the closed models on multiple dimensions. First, is that the cost element I shared on the call? We're seeing that for comparable models we're getting cost per transaction at less than 8% of the cost when we use open source models versus closed models. But on top of that they're also more effective. The open models let you train based on your own data so they become more effective. So I share that our latest multimodal visual search models are 30% better at providing relevant recommendations on shopping for our users in our use case. So these benchmarks talk about things that could happen in the abstract. What really matters is what happens in your environment. So you can now take these open weight models and train them on your own data and get better results. And then lastly, they're actually more secure because you can run them in your own secure cloud environment and know that your data stays your data and that your data isn't being used by somebody else to compete against you in the future. So it's been really exciting to see how much these, the open source AI community has progressed, including really great US Labs and US hyperscalers, that what hyperscalers have always done is take open source software and make it really safe and accessible and secure for others to use. And they're now doing that with these open weight models as well. And I think that's a really great thing for the broader ecosystem. It will unlock a lot of innovation as more and more players have access to this capability versus it being locked up with only a few.

[Jim Cramer]

Now also, you've got the right people coming. You have reason to be optimistic because you said on tonight's call, Gen Z continues to be our largest and fastest growing cohort. Now how are they positioned to be able to buy things? Do we have data on them and how much they look and then how much they buy and where they go to? And do you want to try to keep them on your site or is it okay if they go elsewhere?

[Shopify Customer]

Where?

[Bill Ready]

Well, so we want to make it just really, really simple for users to take action when they find what they're looking for. So we shared that we've more than 5x the number of clicks to advertisers over the last three years. So more than half the users on our platform are there to shop. And we're driving a lot of actionability to those advertisers and we're making it really, really seamless and simple for the user and the advertiser. And the new thing that we talked about this quarter is that our assistant, where we've been using AI in the background to serve really great relevant recommendations, we're bringing it to the foreground so that now when you have some of those follow up questions that you found that great pair of shoes that you really wanted on Pinterest or that outfit that you wanted on Pinterest, but you have a little follow up question like, well, I haven't bought this brand of shoes before. Do they run big or they run small? You can just ask it right on Pinterest and we're gonna Give you a great answer using LLM capabilities post trained on our data so that we give something that's really personalized and relevant to that user and that really makes it so they can find everything they need to go take action on our platform. And then we bring our advertiser a customer, not just a transaction because we help the user go to that advertiser to go complete the purchase which is we see being a great thing for us drives great repeat engagement for us.

[Jim Cramer]

I just want to be sure that I didn't read this wrong. I mean there is no way that you could, that people could say this is a reference to the stock, that, that somehow you didn't deliver on what your forecast or that you gave a forecast that's, that's, that's lower than expected. It's right in line. It is not like someone has come in and say, you know what, you disappointed and now we have to sell the stock. It is just not the case.

[Bill Ready]

Well, we always try to focus on delivery, on what we say we're going to deliver. So you know, Q2, we did A, you know, we were above our own guidance range. It was a multipoint beat on Q2. And as we look forward we basically continue that momentum and as you said, it was in line with, with the external markets expectations. But importantly it's continuing the momentum that we've talked about in the ways that we've talked about with our investors. So I think if you step back from it, you know, we told our investors, you know, three years ago that we thought this could be a consistent mid to high teens grower and that we could deliver 30% plus margins and we've done exactly that every quarter since Q1 of 2024. In fact, for this year we increased our margin outlook for, for the year even as we're accelerating the usage of AI back to like how cost effective it is for us to use our own models and open source revenue growth.

[Jim Cramer]

26% margin. You have rule of 42. I mean that's why I didn't normally want to. I've never asked you about the stock but tonight I'm so darn mystified I just thought I should throw it out there given what I see is tremendous growth and a great franchise. I want to thank you Bill for coming on the show and I again, sometimes you get misunderstood, justified because the stock shouldn't be where it is. Maybe it should be higher. Thank you so much. CEO of Pinterest. Man. Money's back in for the break.

[Mad Money Announcer]

Coming up, you've got questions. Kramer's got the answers. Get charged up for a fast fire lightning round next.

[Jim Cramer]

It is time. It's down to the light. Coming up. And then the lightning round is over. Are you ready? Ski dag time. Right. With crazy money. I'm going to start with Ian in Florida. Ian, hit me.

[Caller]

How's it going, Jim?

[Jim Cramer]

Ian here. This is an exceptionally fabulous day. Exceptionally fabulous. Go ahead. What's up?

[Caller]

Yeah, I have a question about Robinhood. You know, they launched this new blockchain with tokenized stocks. It seems like it's getting a lot of attention. Do you think this will positively affect

[Bill Ready]

the hood stock or do you think it hurts it long term?

[Jim Cramer]

I do not think that will matter. What will matter is that they continue to be able to add new products that are loved by people but that they open up more and more accounts and they've been consistent doing that.

[Shopify Customer]

God.

[Jim Cramer]

I was talking with a guy yesterday. He's at elaborate. Have you ever bought a stock? He pulls out his wallet. He said, look at this. I'm trading. I'm trading. I'm trading. But he's trading. Crypto. It's okay. He's trading. I think Robin has got a winning site and I think it's going to continue to do well. Let's go to John in Massachusetts. John.

[Caller]

Yes, Jim, first time caller, long time watcher.

[Jim Cramer]

Okay.

[Caller]

Northwest Energy for a long time hold. It's recently just gone down a little bit in coming.

[Jim Cramer]

Listen to me, listen to me good, John. That's a winning stock. That's, that's what someone brings to me. That's the kind of thing you can put in your portfolio and just while you can just forget about it. You always have to check. But I like that stock. I like it. Good call by you. Let's go to Bill in Texas. Bill who ya Jim.

[Caller]

Proud club member and longtime student here.

[Jim Cramer]

All right, fantastic.

[Caller]

Wanted to get your thoughts on a regional bank that continues to expand their presence and deliver value for shareholders. My stock is Origin Bank Corp. Symbol obk.

[Jim Cramer]

You want to be in a stock like Origin Bank. It's a great regional bank that sells at 13 times earnings. I love that kind of situation. That's a good one. And thank you for bringing it to our viewers attention. And that, ladies and gentlemen, conclusion of the Lightning Round.

[Mad Money Announcer]

The Lightning Round is sponsored by Charles Schwab. Coming up as we wrap up another frenzied day on Wall Street. Kramer's giving you his keys to keep on keeping on next.

[Jim Cramer]

There are times in my investing life where I've seen money made in buckets like they're giving it away. Returns are stunning. This is one of those times. The problem is these moments tend not to last. As can Languor. And one of the greatest investors I've ever met, co founder of Home Depot, puts it there are about seven days a year. Most of the money gets made. You never know when those seven days are going to come though. So you need to hang on through the bad times to reach the promised land. Most people just can't handle the pain. When I was preparing how to make money in any market, I wanted to figure out why this happens. My conclusion? Well, rather than just give you what the pain is about, I said look, maybe do this. Force yourself to buy shares in your favorite stocks and or an index fund regardless of the current price. You'll do fine. Maybe better than fine. You might even just get rich. Like the grandmother of the kid I saw when I went to get a haircut today who bought a little on video on a regular basis because of the show and she made a fortune. The hard part isn't picking winners, it's forcing yourself to stick with them. When the whole world wants to frighten you away from stocks, what does make it so difficult? First, it is scary. Most people don't know what makes a stock go up or down. Could your stocks really be going down because some 25 year old hedge fund manager borrowed billions to buy stocks and when they pulled back slightly the margin crux, the forced him to sell everything, bringing the whole tech edifice, including your stocks, to its knees. And yet that's exactly what happened. The situational awareness fund. But the story says so crazy it's hard for people to believe it to get your head around it. Second, there is the problem of risk. You feel good when your stocks go up, but you feel very bad when those same stocks go down. It's asymmetrical because the pain is much greater than the pleasure on the way down. Most people reflexively panic. Third, there are always people telling you that you don't know what you're doing, even if you do. Often these people want to manage money. They're very rich and very convincing. But in this market, I think it's all about the fourth reason. The media loves negativity. They think it sells. It really doesn't, but they think so. And right now it's especially negative. There are endless articles being written about how the data center thesis about to be cut short any minute by politicians protesters, or how the war in Iran will cause nonstop inflation or May we need radar. Maybe two rates. Oh, boy, really scared. Or how the hyperscalers can't afford to keep spending like drunken sailors. You read the same things I do endlessly. And if you buy to the negativity, so what happens? All right. Well, you're going to miss out on today's stunning 29% gain in Palantir. Even CEO Alex Karp told us repeatedly that he would crush the numbers. You missed the 30% move in Wayfair, even though they sell great furniture that you probably bought some. You missed the gains in the data center suppliers, even as the mega caps keep spending fortunes on the stock. See, there's a whole cottage industry of negativity that exists, shaking your confidence in stories like these. That's why so many people throw in the towel along the way. I see you can't afford to listen to sirens and pessimism. You may have to strap yourself to the master times. You may have to take some pain, maybe lots of pain. But if you can just accept that, there'll be days of pain. I'm telling you that you can and will prevail because I've seen it happen so many times. Even if you don't want to pick stocks, you can park your money index fund once a month so you never miss those seven days where the big money gets made. That's much better than being a bystander trapped by fear and the pessimists who prey on you. If you look at the gains today, I bet you knew many of these stocks. I know they were gettable by you. So don't just stand there. Get to work doing some homework and get ready to buy something. I'm not saying you're guaranteed to win if you hold on to a stock long enough. But if you don't stick with your favorites, you're absolutely going to miss the biggest gains of the year, just like the very gains we had today. I like to say there's always a bull market somewhere and props. Try to find just for you right here on Man Money. I'm Jim Cramer. See you tomorrow.

[Julia Boorstin]

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

[CDW Advertiser]

Something amazing is happening in animation. Studios are processing data faster. That's because CDW showed them new ways to maximize their infrastructure, then built a flexible Dell Technologies data solution. More automation led to reduced maintenance times and greater efficiency. So that creativity stays the star of the show. Dell Technologies and CDW make amazing happen. Learn [e-mail] Dell Datacenter.