Stimulus bill. What happens if washington lets us down again and millions of people, especially in the hospitality industry, find themselves struggling to put food on the table . Does that mean we should use a day like today where the averages went up dow gained 122 points. S p climbed 0. 80 to sell everything into strength not so fast. Like i say every night at the end of the show, there is always a bull market somewhere, and even without a stimulus package, weve got a whole bunch of them that should do just fine as a matter of fact, theres a lost of breadth here first, the relentless bull market in housing. You can think tall brothers, dr horton, these companies are huge kinc covid winners. When youre stuck working from home, your housing priorities change who wants to live in a tiny apartment in the city to save time on your commute when you have no commute. This is the zoom economy, people you might as well move to the suburbs or the country where you can have more room thats why the demand for the homes is far outstripping the supply i kept thinking that Mortgage Rates would inevitability rise because the economy is on the rebound. Told you again and again, but most recently committed to keeping rates low for a long time, particularly if there is no stimulus. So youve got a real safety net here as long as the Home Builders keep running, everything that goes into a house works, too so tools stanley, black decker. Appliances, pick up whirlpool. Furniture, aaron miller. Or weiayfair there is costco, lowes and home depot. I like every one of these. Your home isnt just the place you live and work, right in the age of covid, its also an entertainment center. If you want a home theater now that the real theaters are dying off, well, thats best buy the second bull market is related to the first one the remote work tech stocks. When we first went into lockdown we didnt know what to expect. It was supposed to be temporary, right . A month or two of zooming and then we go back to normal. Turns out its more complicated than that. The whole Cyber Security cohort gets a boost my favorites its not just security, though, Cloudbased Software was a great way to boost your business, but now its become essential. Cant use Old Fashioned on Premises Software when everyones off the premise, so cloud facilitators are getting more business than they ever imagined salesforce. Com has seen a dramatic increase in orders, eventually part of the work. Com cloud. That Shows Companies and local governments how to reopen safely and efficiently. I think ceos who try to reopen irresponsibly will ultimately find themselves in hot water because salesforce has found out the best in class way to pull this off they dont want to be on the wrong side of angry, sick workers, or more ponchlt, their lawyers. This new vaccine an the that theyre taking about how to do that right oh, boy, they thought stuff stuff through. Those are really the obvious bull markets that work without stimulus now, lets go into something thats got a little less public exposure that isnt talked much on cnbc. Number one, under the radar bull market, last man standing restaurants. We need the stimulus package because so many terrific smaller restaurants simply cant stay alive with these social distancing rules and worry about the aerosol spray from your mouth. I know my restaurant couldnt. The collapse is ongoing. And, look, we need social distancing, but it would be nice if the federal government forked over some money to soften the blow the flip side of all these smaller players going under is the chains can take over the whole industry i love wendys, that stocks been a huge winner for us. I bet it keeps running im not opposed to the sales we just saw from mcdonalds which gave us something i never expected, a rare upside surprise preannouncement from mcdonalds. Now, some of that is last man standing effect and they do have great coffee, by the way, versus a diner. Some of it is the series of delectable desserts. This is the oreo mcflurry, okay . This reminds me of really good dairy queen. Roped in travis scott to promote the brand with the tremendously successful travis scott meal, which is really just a combination of other meals how about this, spicy mcnuggets. Do you know its the First Time Since 1983 theyve changed this . This is a very, very popular item i keep waiting for mcdonalds to embrace beyond meat. I got to tell you, that thing is going to keep going higher you know whats really driving it walmart sells beyond meat. I see those stocks moving higher i think young brands will ultimately benefit from the last man standing effect because the food is just not that great. We have dominos pizza. People seemed bum about rising costs. I say why not reserve judgement until we hear from the horses mouth. The everpresent chipotle grill, i think it has more room to run. Starbucks still way off its highs and represents a great bargain. The next quiet bull market, well, this is an odd one no ones talking about. Parts of apparel now everyone knows that lululemons doing well, right . Nike you dont need me for that maybe for others levis. Had them on the other night. I thought he told a great story. This acronym called l. A. G. , l brands, American Eagle outfitters and gap stores. I love the sum of the parts stories like l brands tend to creep up over time and then boom third, cars. Used cars may be the hottest under the radar bull market in our country right now. Think group 1 auto shock the other day. Lithia motors. I only know this because my daughter lived in lithia, a town in oregon. Carmax, they come on tv a lot. So does autonation and carvana we dont care where the stocks came from, we only care where theyre going to theyre going to used car heaven thanks to the pandemic everyones turned against mass transit and car pooling. Its too risky drive people to buy used all these used car places are roaring. I like sophisticated car parts like semiconductors marvel, on later in the show fourth bull market, all right, its not exciting. But you know what . These dont have to be exciting. They dont get talked about on tv because theyre unexciting. Its packaging and not just because theres a lot of amazon. The supply of packages going down we got a fabulous bull market in liner which my father used to sell and cardboard and to the lesser extent, the heavily indebted westrock. Another boring one, agriculture. So strong, i dont care if you buy the seed and Crop Protection companies. The old spinoff of the dow dupont or the equipment makers like deere which is just on fire and agco weve had on so many times. These all work, people dont forget the former Chemical Companies who have had some big moves. The ppg announced a better than expected quarter and the stock jumped when the chemicals are strong, you know what you want to own . Railroads. You think they ship this by truck. Lets make this real easy. Norfolk southern just preannounced see the numbers here really good numbers. I bet Union Pacific has much more upside. There are plenty more bull markets that dont need any more stimulus some are obvious some are off the beaten track. As long as the pandemic is with us, i think they can all keep chugging along main street may need a stimulus deal, but wall street can do just fine without one. So can your portfolio as long as you focus on the bull markets that dont need no stinking bailout. John in new york john caller jimbo, from melville, long island, buddy oh, man, i used to go out with someone from melville that was i had hair then. Whats up . Caller july, the ceo of mattel on and said he had the number one card game, uno, taking off during the pandemic i want to know your thoughts going into earnings what you see of mattel . I actually am encouraged about mattel i think 89 is doing very well. It wouldnt surprise me at all if that stock continued to go higher remember, this is a strange time people do things with their families like games. Its fun i do stuff with my family now rather than just sit home and work i like work more than my i like working, but, hey, lets go to sam in massachusetts. Sam . Caller hi, jim cramer, how are you today . I am good how about you, sam. Caller im doing great since we run in different circles, jim, and i got you on the phone, id like to take a second to thank you as an Action Alert Club member. Fantastic weve had some good ones lately. Caller awesome, awesome, awesome job. Through the years how you raised millions of dollars for charity. Thank you. Caller ive seen how you do it. Thank you i dont talk about it, i grew up if you talk about it, that means you aint doing it only the blowhards talk about the charity, right caller thats why im here i want people to know what a great, Great American you are. I had great folks so how can i help, man youre very kind youre very kind. Caller thank you for being a Great American. Thank you. Caller i was hoping to get your thoughts on unity software, which as you know creates 3d Virtual Reality content and a lot of the mobile games out there. Sam, theyre the real deal. I am not kidding of this crop of new companies, they are the real deal and, you know, i got to tell you, you and i dont travel in different circles, we read the same stuff thats john. He had a little trouble at the end with the star wars game, but johns money in the bank hes like you and me, all right . Anyway, i like unity okay theres always a bull market somewhere, people. With or without a stimulus deal. We got to stop fretting. I want it for people, but thats the i got something that beats in there but i also recognize i am a dollar sign represented by a man on mad money today im serving up the deep dish on todays decline in dominos and remember, i like the tom toe pie no cheese. They have a button, no cheese. Just press it. Dont miss my exclusive with the ceo after this report. I got a fair bit of flack for the fisker deal. Im talking with the ceo of Marvel Technology. You seen that thing . What a horse so stay with cramer. Dont miss a second of mad money. Follow jimcramer on twitter have a question . Tweet cramer, madtweets send jim an email to madmoney cnbc. Com. Or give us a call 1800743cnbc miss something head to madmoney. Cnbc. Com. Think well make it in time . You may not expect the unexpected, but you can certainly take it all. The lexus es. Wow, this rain is bananas. Now available with awd. Lease the 2021 es 250 awd for 359 a month for 36 months. Experience amazing. At your lexus dealer. You can go your own way go your own way your wireless. Your rules. Only Xfinity Mobile lets you choose shared data, unlimited or a mix of each. And switch anytime so you only pay for the data you need. Switch and save up to 400 a year on your wireless bill. With the carrier rated 1 in customer satisfaction. Call, click, or visit your local xfinity store today. What the heck just happened to the stock of dominos . This pizza chains been a huge covid winner but today its stock tumbled 30 or 7 given that dominos was up more than 45 year to date going into the earnings and rallied from 10 to 400 since we first recommended them on mad money, hey, maybe some profittaking was inevitable delivered 17. 4 . Im going to repeat that because its incredible. 17. 5 . Wall street only expected 13. 9 . Ive got to tell you, that part of the equation was so much stronger than i thought. There was nothing wrong with dominos on the revenue side problem . Profitability. A 30 cent miss because of covidrelated spending and also higher food costs. So was this a shortterm blip in terms of orang the ceo of doms pizza had a better read on the quarter. Mr. Allison, welcome back to mad money. Hi, jim thanks for having me again. Im a revenue guy when it comes to dominos. I say i dont know how much it costs them, but in an era of covid, they are making a move and it will not be repealed even after the pandemics over. If you tell me on the other hand, look, jim, no, i misjudged the costs. The costs are going to be up this is the new normal for us, then i will restrain my bullishness. Which is it . Well, jim, it was a terrific quarter for us on the top line, as you noted, with 17. 5 same store sales growth in the u. S. And a great quarter in the International Business as well and the reality is, you know, its just more expensive to operate. You know, in the coronavirus world that were living in now, you know, as a restaurant owner, you know as well, you know, the costs around protective equipment, around cleaning supplies and also, you know, jim, were really leaning in, you know, to support our Front Line Team members with pay and enhanced sick pay policies as well combine that with a, you know, a cheese price increase over the course of the summer, and we saw some cost pressures, you know, in the short term. But over the long term, you know, were continuing to focus on driving that top line you know, some of these covidrelated costs will certainly abate over the long term thats really what were focused on, taking the opportunity to serve our customers, take care of our team members and position the business for thatlongterm growth. Yeah, these are the kinds of things, for instance, if you had asked me what to think, i would have said, okay, hows america doing . Some of those european markets, whatever i never thought id come here say china, japan, germany. I mean, if these are leading then i know your total Addressable Market is even bigger than i thought. Yeah, so whats happened, you know, jim is the markets that were able to stay open and operating through the pandemic and the u. S. Is certainly one of them. So are china, japan and germany. You know, weve seen a nice tailwind for pizza delivery in all of those markets, and our teams here at home and abroad have done a great job of ramping up to serve that demand. Well, ive got to tell you also, you know, one of the things that we we actually watch the commercials at home. My wife loves the commercials during the nfl and she says, look, no way you just had the dominos she knows i love the tomato pie. How about this cheese burger pizza . How about the chicken taco pizza. Lets have them. These have got to be breakthrough products. Theyve been great for us, jim. We Just Launched them at the end of the third quarter, but Customer Feedback has just been fantastic. And those two new products, our chicken taco pizza and our cheeseburger pizza are already our top two performing specialty pizzas in our line theyve allowed us to offer the great highquality product for a great value for the customer for a 3 upsell over our 5. 99 value offering, you know, customers can upgrade to those specialty pizzas so its great for them and great for the profitability of our franchisees also. Do you hear what i hear my kids get a kick out of the pedestal we dont want to get in near drivers. Were all paranoid these days. Usually we have to have some interaction with the local guys, but youve got the pedestal. How did you come up with that . Jim, our team came up with it because were just crazy about pizza and pizza delivery, and when we got into this contactless world, we said how can we make sure that we provide a great experience to the customer if we cant physically hand them that pizza what if their porch is wet you know, how do we make sure we get a great product to them . And our team came up with the pizza pedestal so here we go. The gps, obviously i didnt think it would be so important in terms of knowing where the driver is and being able to cut that speed from 30 to 25 to 20 minutes. That technology is working. It is and the thing that you see as a as a customer is, you know, its great because you know where your food is as its on its way to your door but for me the biggest breakthrough in gps is really that it makes our stores easier and more efficient to run because the store manager or the team member thats workering that dispatch station understands where the drivers are at all times and we can get that next order ready to go. And in many cases, jim, our folks are running that next order out to the parking lot to hand it to the driver so that she or he doesnt even have to come inside the store. Well, i got to tell you, i think the costs are onetime the revenues are continual another great quarter from rich allison, ceo of dominos. Great to see you, sir. Great to see you, jim thanks. All right. Guys, look, im sticking my neck out here i think the costs are not the focus. Its the revenues. Its the share take. Its the international and, yes, i keep insisting to those who have never tried it, its the darn taste. Mad moneys back after this. Ready to take your immune support to the next level . Natures bounty is here for you. The number one herbal supplement brand has everything you need to help keep your immune system strong. Immune support comes naturally with natures bounty. Couple of weeks ago we ran a home work segment that ruffled a few feathers now imno stranger to people getting mad at me. We know that they do but even i didnt anticipate the blowback id get for disparaging Spartan Energy acquisition corporate, which is spaq thats a special purpose Acquisition Vehicle merging with fisker another one of these, well, electric car plays after doing my research, i came to the conclusion that fisker seems a little too reminiscent of micola. Management had a checkered history. I dont think fisker is a carbon copy by any means. It exploded in spectacular fashion after we told you to be wary of it but i am wary of recommending electric vehicle places with no real sales because they have no products in another time it would be ridiculous to recommend Something Like this. Maybe im wrong and knocks it out of the park. They all want the next tesla maybe they drop the ball and the stock gets crushed this is a show about what i call risk analysis and love me or hate me im just not that high on fiskers risk reward. But since then ive gotten a ton of blowback on twitter i wrote this off without presenting a bookcase so tonight i want to give you the other side of the trade, that the twitter audience are clamoring for. If you take a closer look at fisker, there are still some real red flags here. Thats what i focused on a couple of weeks ago. Im going to circle back to the negatives, but first, you should understand why so many people are excited about this, even if i think that theyre wrong and many of them made ad hominem attacks on me. Whats the bookcase . Why do so many people seem to love this thing . The ceo henrik fisher, a controversial history to put it diplomatically the last time he tried to make an electric car, the company crashed and burned fisker is also a great auto designer the man knows how to build an iconic car look at the iconic bmw z8 or aston martin db9. I dont want to hold that against this admittedly brilliant designer last time i focused on the downfall of fisker automotive, the original incarnation of fisker that crashed and burned in 2012 after their battery supplier went under. A ton of litigation at the time, they had to recall a bunch of cars and then suspend production and shareholders were not crazy about the level of disclosure. Thats not the whole story before they folded they rolled out the fisker karma, the first luxury brand electric car. They sold 2,000 of them. It was truly a gorgeous, groundbreaking car people loved that. As the bulls see it, Henrik Fisker is a visionary, and i think he is. Just one problem here, the karma had a bunch of battery fires, the cars got recalled. A suboptimal outcome now hes getting another shot. The new car the ocean is a luxury electric suv that is pretty cool. Looks that way car wont be available until 2022, but its already won a bunch of awards since it rolled out at the Consumer Electronics show at the end of this year they had 2,100 reservations. Hey, thats not nothing. Thats not nothing so whats the plan all right. If everything goes right, fisker wants to have four different vehicles by 2025 theyre thinking a supersport sedan, an extreme sports crossover and a pickup truck on top of the suv, all electric when you hear that, a couple of years ago i went to the lamborghini factory in moderna, italy. It sounds like lamborghini on alternative energy steroids. The regeneron of autos management says theyll start production in the Fourth Quarter offer 2022 when they expect to sell 8,000 units followed by 51,000 units in 2023 and then 50,000 in 2024 fisker thinks they can do it by their second full year of production so call me a skeptic of course if you believe fisker can really hit these numbers with any confidence then sure the company will have spectacular sales growth and could even be Free Cash Flow positive by 2023 again, some of these forecasts to me seem off the wall. I mean, you know, fiskers talking about having much higher margins than tesla did at similar points in its trajectory theyre planning to have higher margins in 2024 than tesla has right now in their eight full year of production i dont know what these guys are smoking but to me it smells like i cant get there on the flip side, they have a prototype that actually runs and plan to start durability testing by the end of the year ill tell you what makes me want to look at this again, thats because they added bill mcdermott, the current ceo of service now and the former ceo of s. A. P. To the board of directors. That may be the singlebest thing they have going for them absolutely no reason for bill to join up with these guys unless he vetted it and figures its real he signed on after my home work piece and it did make me think twice because hes as good as gold its the principal reason ive chosen to revisit it and do this piece. This still seems very sky in the pie to me. Let me repeat, fisker doesnt have any revenue and dont plan to produce vehicles until 2022, which is why i said its more of a Business Plan than a business. Even if everything goes according to schedule, i think its to speculate on a story i think this a story you can actually afford to wait. Plenty of other electric vehicle plays further along. Check in 24 months from now and see where things are going fisker plans to outsource its manufacturing. Gm was happy to make a deal. But outsource manufacturing is what killed the original fisker automotive this deal has some smart investors, including Spartan Energys main backer, apollo like i said last time you cant assume the presence of a legitimate investor means the storys been fully invested. According to Henrik Fiskers interview with my friend phil lebeau a few months ago there was this backfeeding frenzy for this one and finalized the deal extremely quickly. Happened when stocks like tesla and nicola were skyrocketing sometimes Money Managers make bad decisions when theyre trying to chase a theme. Plus, Spartan Energy was under the gun. If they didnt find a takeover by midaugust they had to give all the money back and close shop let me give you the bottom line here even if you believe in the bull thesis, i think its the wrong time to buy. When it comes to these special purpose Acquisition Vehicle deals, you typically get a big spike right out of the gate and then the stock sells off hard. In july, nicola plunged and that was before all the bad stuff came out when it comes to fisker, this thing is underbaked, too soon, even for speculation but i do not want to discourage true believers it isnt worth my time or theirs lets go to sharon in new york, please sharon. Caller hi. Hi, jim. My question is about lemonade. Now, i dont own them right now. Right caller i will purchase them as soon as the correction happens. Hopefully this month sometime im waiting for it please tell me how bullish you are about lemonaid, considering, though, that the established Insurance Companies can acquire all the technology that lemonaid has, such as a. I what differentiates them from the i think that sometimes, sharon, what youre really doing is betting and people are really, really smart ill give you an example and lemon aid ade in s. Not in class. Look at nvidia do you think that daniel shrivers team is better in the Artificial Intelligence institute, absolutely. Jose in florida. Jose caller hi, jim booyah. Booyah. Caller firsttime caller here im a big fan and started investing in part thanks to you. Great thank you. Caller im calling regarding they recently had their ipo and the stock was redhot. However, the last few days the share price has been dropping along with volume. Experienced over 50 growth and revenue and 5 growth in net profits year over year my question is, with logitech being a competitor, what do you see as the longterm outcome of the stock . Well, look, we brought you logitech, i dont know, 45 points ago and we did that because we that thought that bracken really understood the space and had the best products and was a terrific thinker ill tell you up here even on a spike, i like more all right. Its the wrong time, i think, to buy and do the fisker spartan deal i just dont im not crazy about it right here. Much more mad money ahead, including my exclusive with an amazing stock, amazing company, Marvel Technology, fresh off an incredible investor day. The debate over the oil sector is back again. Ill tell you which two plays ill consider. Because i recognize that you just cant resist. All your calls, rapid fire in tonights edition of the lightning round. So stay with cramer. Hey, dad hey, son no dad, its a video call. You got to move the phone in front of you like. Like its a mirror, dad. You know . Alright, okay. Hows that . Is that how you hold a mirror . [ding] power e trade gives you an awardwinning mobile app with powerful, easytouse tools and interactive charts to give you an edge, 24 7 support when you need it the most plus 0 commissions for online u. S. Listed stocks. Dont get mad. Get e trade and start trading today. Dont get mad. Get e trade were committed to making college more accessibley, by making it more affordable, thats why were keeping our tuition the same through the year 2021. I knew snhu was the place for me when i saw how affordable it was. I ran to my husband with my computer and i said, look, we can do this. [narrator] take advantage of some of the lowest online tuition rates in the nation. Find your degree at snhu. Edu. Some of my favorite Semiconductor Names are on fire here its an acknowledgement bull market unlike the bull markets i talked about at the top. Everyone knows this one, including marvel technologies which makes chips for network, communication and storage. More important, its up nearly 61 year to date, making this one of the biggest covid winners around marvels got two big things going for it right now, the big 5g build out which is finally starting to hit its stride and the possibility of a Biden Administration ratcheting back the trade war with china the company just held its First Investor day in two years and they told a pretty bullish story. Do not take it from me lets check in with a friend of the show, matt murphy, president and ceo of Marvel Technology welcome back to mad money. Hi, jim how are you . Great to see you. Well, matt, you really put on a great show, and i think in a very informative deck you made it very clear that your company is not the company of a couple of years ago in fact, your company is very much the company of the future so i want you to tell our viewers exactly whats changed and how you are in the sweet spot yeah, great, jim. And thanks for having me on. I mean, its been an incredible transformation journey that ive been fortunate to be involved here at marvel i think if you look back just a few years even when i came on your show the first time, we were talking about, you know, hard disk drives and storage and some of those key drivers, and now you fast forward to our analysts day to day, and we i think told a very compelling story about our strong position in three of the hottest markets in the world, which is really 5g, data center and cloud. And automotive in the future so, really, think the companys aligned to three key growth areas in a very large and growing available market just to give you a sense, were in about 110 billion tam today of which we address about 20 billion of that with our current products, but in the future, were driving multiple adjacencies to go after the full 100 billion. I want to go over cloud and data center. There is a company you know well, nxp semi, which tonight announced a better than expected quarter. Frankly, i see similarities what youre doing in automotive most people think automotive is a bad category to be in. But you know better. Yeah, i mean, jim, i actually have a lot of experience in automotive at my Prior Company i led the effort there, and that was really during the age of the infotainment revolution when a lot of Consumer Devices and Smartphone Technology made its way into the vehicle when i look out over the next ten years, i am convinced the next big wave for semiconductors in automotive is going to go to those companies with a data centric ips, companies that have processer capability, storage capability, advanced networking. If you look at the cars of the future, and even today, weve got 24 car oems now using Marvell Technology inside to do all of the complex networking and routing of the data inside the car. Thats 24 car oems, jim, seven of which are in the top tenaut manufacturers in the world so while there are similarities between us and our friends at nxp, theyre very established, existing supplier into automotive, where the puck is headed is really where marvell is going to shine, which is really when the datacentric technologies make their way into the cars of the future. Oh, definitely. Now, last night my wife and i were watching a program. A cord cut tv with roku, and, you know, the blue circle came on were waiting. And she said, maybe ill go up you want a beer ill come back it will be on. And i said to her, you know what one day this wont occur one day it will be instant on just like when you watch the espn sports highlights and youre waiting and waiting that wont happen. 5g, right . Thats 5g. Absolutely. I mean, on 5g alone, you know, the latency, which is really what youre talking about, these delays, is improved by a factor of 20x over prior generations. And in trials that are already out there, the line rates of 5g are equivalent to those in many cases of wired infrastructure. And so whether thats in your handset, whether thats in your home, whether thats in your car, your enterprise, 5g is going to be extremely ubiquitous, and that cycle that we have really all in front of us still, jim, i mean, theres really only been one major geography in the world today thats deployed 5g, and thats korea. The u. S. Is gearing up chinas in full swing. The europeans are starting to talk about it. Obviously when india goes, its going to be very large and then, of course, we have the upcoming apple event which, you know, is widely rumored to be the introduction of a 5genabled iphone, which i think would drive tremendous demand for these types of services and eliminate the blue Spinning Wheel that you that you mentioned. Finally, maybe the Biggest Data Center could be, right . I mean, weve seen an explosion this year in data center we thought we were in the ninth inning of the cloud, a lot of us i dont know im back thinking were in the second inning. Were in the very early innings, jim 5gs in the early innings. And i think obviously the work from home environment and all the dynamics weve been going through during covid19 has really accelerated Digital Transformation its accelerated cordcutting. The demands on the cloud have been tremendous from consumers and businesses i dont think thats going away any time soon. When we talk to our cloud customers, they are talking about deploying massive amounts of infrastructure to support these growing demands. Were a key part of that, jim. We have very specialized processing that we provide for the data center and the cloud. Its called a Data Processing unit just like you have a cpu or central processing unit or a r gpu, like a general processer unit so thats one trend. And then the second in the cloud is because of all this demand, the cloud customers themselves are starting to design their own and need partners to work with them to enable the new use cases and ultimately solve the bandwidth challenges youre talking about. I think overall cloud is certainly in the early innings, but i would say for marvell, thats the next big growth driver for us behind 5g, and today at the analyst day we articulated our strong view that cloud is at least as big an opportunity for marvell, if not a larger opportunity for us in the future because of the bigger tam that were going after. I know when you have a double like my chapel trust, we were so tempted to take some off. Uhuh. Hes got more ahead than any other semi i know, maybe you and nvidia, well give it that i want to thank you, matt murphy, president and ceo of Marvell Technologies congratulations on a great analyst meeting. People loved it. Appreciate it, jim. Take care. We recommend stocks on the show that we have longterm view, not trading, okay . This is not just putting it in the lineup and taking it out of the lineup like its some sort of fantasy football. This is real mad moneys back after the break. Ok, just keep coloring there. And sweetie can you just be. Gentle with the pens. Okey. Okey. I know. Gentle. Gentle new projects means new project managers. You need to hire. I need indeed. Indeed you do. The moment you sponsor a job on indeed you get a short list of quality candidates from our resume database so you can start hiring right away. Claim your seventy five dollar credit, when you post your first job at indeed. Com home. Hmms and ahhs heard incall. How did you come up withd opened all these backstories . Tudio. Hmms and ahhs heard incall. I got help from a pro. My financial professional explained to me all the ways nationwide can help protect Financial Futures in peytonville. Nationwide can help the greens get Lifetime Income because their son kyle is moving back home and could help set up a Financial Plan for mrs. Garcia. And he explained how nationwide can help mr. Paisley retire early and spend more time with his pal, peyton. And their new band. Exactly yeah. Dont forget the band. I havent. You may not expect the unexpected, but you can certainly take it all. The lexus es. Wow, this rain is bananas. Now available with awd. Lease the 2021 es 250 awd for 359 a month for 36 months. Experience amazing. At your lexus dealer. Lightning round is sponsored by Td Ameritrade it is time its time for the lightning round. Buy, buy, buy. Sell, sell, sell and then the lightning round is over are you ready for the lightning round . First of all, lets go with shane in new york. Shane. Caller jimmy, booyah. Booyah back. Caller firsttime caller, longtime viewer. Id like to thank you for all you do. Thank you. Caller watching the show for over 15 years with my dad. The company im calling about as founded in the basement of your home state new jersey. Pos systems and Payment Processing four pos brands, multiple patten the, qr codes for contactless payments, 3. 5 billion in annual processing just signed the las vegas raiders. Im up 30 on my ipo a whole ship full of payments. Im going to have to do work on it. Youre absolutely right. I was just going to say square why reinvent the wheel or maybe go with paypal were going to look at four, four, that sounds too compelling not to and i thank you for bringing it to our attention. Daniel in massachusetts. Caller hi, jim appreciate you taking my call. Youre very welcome. Caller i think youre the man with the plan. What do you think of limelight network. We used to have them on all day. You know what . I have to say, it almost dropped off the radar and i said you know what we ought to be doing ought to be buying lets go to bob in alabama bob . Caller booyah from birmingham, jim. Oh, good to have you on the show. Caller i got my phd from kramer university and i cant thank you enough. I remember when i awarded it to you i was at the ceremony, remember . Caller my stock is crisper this is real. Crispers the real deal. I think youve got a very good one and i think them very much lets say yes to crisper okay now, why dont we go to carlos in florida carlos caller booyah, jim booyah. Caller i wanted to get i wanted to get your thoughts on Virgin Galactic holdings. I think thats ultimately a gigantic short squeeze and not much more than that. I dont see anything in the near term that tells me that is a winner so all youre doing is playing the ups and downs of the motions of the stock lets go to craig in new jersey. Craig . Caller thank you so much for taking my call i want to speak with you about visa, that ive done well with over the years, but i think its time to switch into boeing so i can we just decided after years of disliking it ever since the problems, we decided for my travel trust that it was time to start buying boeing. Not aggressively but right here, were going to talk about in our conference, boeing is right. And that, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by Td Ameritrade as business moves forward, were all changing the way things get done. Like how we redefine collaboration. How we come up with new ways to serve our customers. And deliver our products. But no matter how things change, one thing never will. You can rely on the people and the network of at t. To help keep your business connected. Here we go again whenever traders see oil jump through 40 bucks they reach for the oil stocks and historically make fortunes from higher crude prices i think its now a questionable call maybe even longer term ill advised, but lets parse this thing together so you know why ive said over and over again to fade this group after any decent run. Look, im not buying i see oil creeping up. I know parts of the economy are growing stronger as States Reopen i think people might start flying again if they recognize planes have remarkable air filters which is why there have only been 19 documented cases of covid on airplanes or in airports since the pandemic began. Im sure the numbers are higher plus even without air travel drivings made a huge comeback because people are afraid to take mass transiror car pool you dont need a weatherman to see which way the wind blows when you see spectacular used car sales you know theres going to be more demand for oil. Demand is not the problem. Its the supply side im worried about. Oil can only trade so high before the suppliers push on the spigot in the past opec would have stopped this kind of overproduction, but we found so much oil in the United States that opec is irrelevant and our producers dont have cartel. Of course american producers dont mindfully turn on the spigot, but weve got so much Pipeline Infrastructure they can pump aggressively whenever crude passes the 40 level and if they want to export it overseas to these really beautiful docks they have to be able to have giant boats come in. Thats why crude hasnt been able to break out in ages. Yet people are buying the oil stocks here because theyre jonesing for laggards. Even though i think the whole industry is in trouble, let me give you ones that will hurt you least if im right about the supply problem sneaks own becky quick interviewed the ceo of chevron, hes a smart fella well, no company can truly garnet its dividend these days, least of all the oil companies, i trust mike to protect the payout to drop out of the bidding war whenpaid an astounding 55 billion for it chevron bought noble energy for 5 billion picked up some Amazing Properties off the coast of israel in what may be the largest natural gas field on earth second, if you want a fastgrowing producer, i want you to go with parsley energy. This ones at 10 bucks i bet you buy this tomorrow. Its got great management. Surprising for an oil company, they still care about the environment. Theyre in the fossil fuel business, but theyre trying regardless who wins the election next month it will be bad news for the oil industry President Trump is a drill, baby, drill kind of guy who you think would be good for the companies, right the problem is weve got too much supply. Crushed the price of crude as for Vice President biden, he may not ban fracking, but democratic president s tend to hit the whole oil complex with more rules and regulations, which is really bad for profits. Okay and there i want you to think what theyll do for flaring, which is this flame that you see from the sky, from the airplanes and, of course, from mars. Either way, the future doesnt look great for the oil complex that said, i expect oil to mount one more run because so many investors are counting on it between here and year end. More and more Money Managers recognize that oil, though, is uninvestable that doesnt mean, though, that its untradable. As the price of crude makes its way to 45, im blessing you and saying, listen, go buy chevron or parsley for trade chevrons got the dividend parsleys got the growth, but the rest you are on your own i like to say there is always a bull market and i promise to try to find it just for you right here on mad money. Im ji im Shephard Smith on cnbc, and this is the news. Last night the fbi and Michigan StatePolice Arrested six individuals. A shocking, sinister plot to kidnap the governor of michigan, thwarted by the fbi. How a Militia Group planned to violently overthrow the government of michigan people are sick. Stimulus stalled. Even if airlines get aid, what about the rest of america . Fears of the fall