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153 points, nasdaq advanced 0. 19 . Well, then look no further than the stock of tesla this is an amazing market, but its always been an amazing Challenging Market individual investors, though, are back they now make up north of 20 , some say 25 of the action and theyve weathered everything from frightened, screaming billionaires to the nastiest president ial race in living memory to a horrifying Global Pandemic theyve steeled their hearts against the lack of Covid Vaccine or even a therapeutic. They arent oblivious to the incredibly high unemployment rate, yet they havent let it change their minds about trying to make money in the stock market whats the perfect symbol of that attitude . Tesla. Not the man, not the car, not even the company but the concept. A time our country feels it doesnt have much to root for and a world that hates us. I dont remember if no, i cannot remember a time in my life when we were this hated, and i lived through the Nixon Administration now, tesla reported last night and while the stock barely budged today the fact is theyve delivered some fantastic results. No funny business ledger, with 1. 4 billion in cash flow, double what wall street was looking for, tesla hit its aggressive u. S. Build targets for the quarter and still think they can make 500,000 units this year elon musk is even planting a flag in the Global Capital of the Auto Industry with a berlin plant that will start producing cars from europe next year well see the tesla truck made in austin some time next year, too. Theyve left the oldschool automakers in the dust at this point its not even a comparison even though tesla spent 2. 2 billion, their cash still increased by 5. 9 billion, bringing their total hoard up to 5. 9 billion i can remember a year ago people worried that tesla was functionally bankrupt. Now one could argue that they have the best balance show in the street he played it straight. How many ceos wish they could kick off their call with saying, and i quote, all right, so q3 was our best quarter in history. We achieved record production. Delivers record revenue record net income, both gap and nongap and record cash flow of 1. 3 billion end quote. He actually sounded gracious even a little humble when he thanked his employees and suppliers. Humility from elon musk . He went on to talk about cost control, quality, making the cars more affordable and finishes by saying, quote, ive never felt more optimistic about the future of tesla than i do today. Also id like to thank the investors who have stuck with us through thick and thin i think there is a lot of more good stuff to come, end quote. No hyperbole so what separates elon musk from every other ceo paid to sound optimistic about the future and make nice with investors two things first, those guys dont have his track record and second and more important, weve waited years to hear this kind of booring ceo talk from elon musk. Sometimes you had to wonder if he just smoked a doobie. This time he sounded like he was channelling lincolns second inaugural. Listen, this guy has taken a situation that was easy to dump and some said sell in the stock, some even predicted bankruptcy and hes turned it into a 400 billion business at this point, teslas stored the Auto Industry, its a tech company. They figured out how to store energy they blanket the airwaves with ads nobody wants to see, not even the ones voiced by the great john slattery. Tesla on the other hand doesnt need to advertise to sell cars sure the stocks already more than quintupled this year, but as one of them explained, fashionably late the other said the market picture improved significantly, shifting to market outperform. Where did these johnny come latelies get it wrong . Was it they didnt realize tesla is a Great Technology cspompany dozens of tech stocks trade at 50 39 Revenue Growth and a 9. 2 operating margin, tesla deserves to trade like the cloud space. Especially when you consider the intellectual property that goes into one of their cars, including a battery that is only going to get better and cheaper. It wasnt the technology that got me on board with this story, it was my daughter my wife. And two very smart friends with fabulous financial acumen who grabbed me kicking and screaming into the bull corner i dont think thats why these analysts missed it, though, even if the tech angle is a good excuse, given they will cover the Auto Industry. If youre used to following ford or General Motors, teslas valuation does look insane, even though toyota is on track to make roughly 20 times as many cars this year they made a misjudgment, one you wouldnt they failed to see the scale of opportunity that tesla held out to individual investors like you, including the younger ones. We call them the robin hood kind who have taken the market by storm. These analysts didnt grasp the younger administrations optimistic ethos to them musk is a rebel with a cause. Not social media mystique or a cloud brilliance, but actually a metal bent around brilliance the analysts couldnt understand the tesla is more than just a vehicle. Its a vehicle of hope in a now its not a cold stock as i once thought that was wrong its the story of american ingenuity. Probable a lot like henry ford when he first burst on the scene with his universal car except with a much cleaner engine and without henry fords trademark antisemitism. Heres the bottom line when it comes to tesla, the doubters were wrong and the believers are right. Those are not of the rich, cautious stayed investors, they are the individual investors who are sick and tired of being told that theyre studipid, too stup to manage their own money. That shouldnt take so many people by surprise, and i hope it doesnt after the shimmering star that is elon musks tesla lets go to phillip in North Carolina phillip . Phillip, how are you caller im good. Im good before i start, i just want to thank you so much. Because for all the years that ive been watching you, youre making it possible for me to give my four grandkids a head start on life when they got to go out into the real world. Youre a good man thank you. I try pretty hard and its worth it when i hear things like that. So lets go to work. Caller listen, one other quick question ive seen pictures of your garden do you have any fig trees in that garden . Any fruit trees caller fig fig. No, in my Italian Garden but wouldnt let me go there because of this pandemic. Caller theyre the best. I know. I love my fig trees in italy whats up . Caller all right this stock i own, im up 127 . Last three days its been down big. Im wondering, i know what you tell me, take your money out right now im playing with the houses money. Youre playing with the houses money. You let this one ride. Its like a lot of stocks that suddenly feel like theyre rolling over but come on back to the show, jeff so we had a little difference of opinion for a while, but i think theyre doing a great thing for Small Business its empowering them and i think the stock will be good in the long run thank you for the kind comments hope the four grandchildren are doing well jack in connecticut. Caller booyah from deer field county they formed the handle over the past eight to ten weeks. These three. Are they ready to run . First, ip h. I. Chip company. Right. Caller theyve consolidated over ten weeks back to august 3rd. Second one and the third youre really familiar with, amazon and nvidia are they ready to go. I dont want to put them in the same category as amd it was amd, right . Or amazon . Amd, okay. Amds up first it was down because people felt they were getting hurt by intel. Turns out intel is getting hurt by amd i think nvidia is maybe the finest company in america, maybe other than tesla i think amd is doing incredibly well and i think you can do without inify. Just my feeling. Lets go to joe in new york. Joe . Caller mr. Cramer, whats going on how are you this evening im doing all right how are you . Caller im doing well. A stock im bullish on midterm and that would be anheuserbusch, b. U. D. Generate a billion dollars yearly relentless transformative acquisition and although a 10 decline in sales and a 50 decline in ebit think theyll do that growth. I think beer has peeked. The only beer company that is growing is consolation thats a tough stock to own. I dont think i think its the clears that are working right now and bourbon is working and thats really about it all right. If you want to understand this unstoppable market, i need you to look at the stock of tesla. Individual investors are back. Theyre better and bigger than ever and i congratulate them on mad money tonight, im sitting down with the ceo of new core to talk about the companys recent resurgence. I know electric vehicles are top of mind for many new investors im eyeing one of the newer plays in the space and telling you whether i think its worth it dont miss my take on quantum space. My opinions dont end there. Ill tell you why a bull market in space could have you revving your engines, so stay with cramer. Dont miss a second of mad money. Follow jimcramer on twitter have a question . Tweet jim, madtweets. Send an email. Or give us a call at 1800743cnbc miss something head to madmoney. Cnbc. Com. Incomparable design makes it beautiful. State of the Art Technology makes it brilliant. The visionary lexus nx. Lease the 2021 nx 300 for 359 a month for 36 months. Experience amazing. At your lexus dealer. Iphone 12 and iphone 12 pro are here on verizon 5g f announcer s. 5g just got real. With the coverage of 5g nationwide, and, in more and more cities, the performance of 5g ultra wideband. Get iphone 12 on us when you switch. Only on verizon. Expectand action. 16 people died did he catch our bad guy . Were know as the charmed ones. You got one day to show me what you got. I want to fight. You need us harry. What a goal bockey ball, hockey ball, you name it ball. Im gonna be ready. Just say show me peacock into your xfinity voice remote or download the app today. After spending a couple years in the wilderness, the best run steel maker in the world, nucor, is making a magnificent comeback thanks to in part, well, surges in the auto market and nonresidential construction the Stock Plunged down to the high 20s as people were worried we were headed into a depression instead the economy got rolling again and of course so did nucor. The company preannounced strong Third Quarter results and this morning reported full results and they were even better than expected nucor earnings, 63 cents per share. Better yet, they gave you strong guidance for the next core lets take a look with ceo leon topalian welcome back to mad money. Thank you for having me, jim. Excited to be here by the way, we love that hard hat on you. Well, its pretty darn good i wore it on a day the market was down 400 i think it caused the bottom the way i look at nucor and have since mr. Iverson ran it there are moments in time where business starts going up, youve got Capital Projects coming on or have just been finished where your raw costs are going down as they are right now and the order book is getting filled and i call that nucor time are we, sir, in nucor time absolutely, jim i couldnt be more proud of our time and i want to begin by letting you know that our team is on pace to have the safest year in the history of our country. And as you know, the culture of nucor representing the 27,000 men and women doing exemplary job of taking care of one another in the nucor family. But, jim, to your point, we are poised and ready to return Significant Shareholder value back and those projects are coming online and returning ebidta right now as we speak. Now, i see some of the businesses are nonresidential, very strong. Yet, when i see all the doom and gloom around me, i think no ones building anything. Thats clearly wrong or you wouldnt be having those numbers. Absolutely. You know, i think one of the effects of the pandemic, jim, is people get very focused in the moment, the month, the quarter nucors investments are for the long term and we cant lose sight of that. The investments in brandenburg, kentucky, a 1. 7 billion state of the art plate mill is the future of the plate market and nucor is poised to be the Market Leader in that segment so, again, i couldnt be prouder of our team and how theyve responded as well as the earnings our q over q are up in shipments about 20 . So nonres construction remains strong and see that going into 21, jim and. Some are worried that the plate market wont be strong what do you see that you can put on all that capacity and maybe drive others out who are much more expensive yeah, absolutely, look. Wevebeen in this business for 55 years we know the cyclicality of steel. We invest in the downturns to create higher higher and lower lowers to have one single operation like brandenburg that can produce 97 of steel and plate consumed in that market and located in the largest segment of the market for plateconsuming products so, again, that opportunity for nucor in the cost advantage, we will have will truly differentiate us, jim. A lot of people feel that making steel is a dirty business and that what you do is you take dirty coal and you take dirty iron and you make it into something. Your company has not been able to, i think, tell a good story yet. Arent you sort of the largest recycler in the world . Jim, as you pointed out, we are the largest recycler of any product in north america 70 of our inputs are recycled materials. And 100 of our products are recyclable we have an incredible sustainability and footprint, and there is a value add there as we think about the esg side of our business in investing so to your point, weve not been proactive in telling our story well enough, and i can assure you thats going to change in the coming weeks and months as nucor continues to invest and expand our footprint in the United States. I was glad to hear even though i know the oil patch isnt that good that you have made a major push into Renewable Power steel. Which is paying off, apparently, by generating far more profit than i thought it could. Yeah, absolutely, jim we see the renewable sector as having great opportunity for our plate, structural, bar and mbq businesses, rebar, and that is going to be a huge focus for us as we move forward because i think its a huge focus and the right focus for our country. We have heard in the last 48 hours from several Auto Companies that this is the beginning of a new cycle for them that the used car inventory which was so high is almost gone not unlike when you have used houses when that goes down, they have to start buying new houses i think we are at the cusp of a 17 to 18 million sar in this country. What would that mean for nucor you know, jim, our focus, were about 1. 6 million times a year of our products going automotive in the next several years, were going to double that we want to be at the 3 million range. Part of our Investment Strategy like our galvanizing like in thinkman, arkansas, in the cold facility will be the first eaf producer to produce a generation 3 steel, a 2,000 mega pascal steel. And, again, truly differentiate us i couldnt be prouder of the team and the accomplishes in working and we are a tier one supplier to all 14 major oems in this country so automotive is going to be continue to be a big part of our business as we move forward. Okay. So what happens i dont want to be political. I hate politics. And i hate it more than ever, frankly. Even when i wade into it with a smile, it doesnt matter but there has been the president President Trump has done a lot to be able to help the Steel Industry can that be undone quickly by another president . You know, jim, theres obviously we will work well with both administrations and have in the past and so our focus on trade is going to be unrelenting. We have got to ensure that the United States has a level playing field. I think one of the effects in positive outcomes and silver lines of this pandemic is that it has shown america that we are far too dependent on china for things like pharma, ppe, medical devices and other equipment, and that includes steel and manufacturing. We have got to reshore that and weve got to ensure for the long term that the United States Steel Industry is vibrant. All right thats a great note to end it on couldnt agree with you more, sir. That is leon topalian. Hes the president and ceo of nucor, nue thank you so much, sir good to talk to you. Thank you, jim. Likewise thank you very much. Stick with cramer at fidelity, you get personalized Wealth Planning and unmatched overall value. Together with a dedicated advisor, youll make a plan that can adjust as your life changes, with access to taxsmart investing strategies that help you keep more of what you earn. And with brokerage accounts, you see what youll pay before you trade. Personalized advice. Unmatched value. At fidelity, you can have both. More than this at fidelity, you can have both. boy reading find the nonpartisan facts behind the real stories at usafacts. Org if youre concerned about the environment and climate change, how do you find companies that are driving the right outcomes . If you care about economic equality and social justice, which firms are addressing it in their workplaces and their communities . For nearly 40 years, calvert has delivered competitive returns by investing in Companies Making a difference because we see value in doing good. Talk to your Financial Advisor about investing responsibly with calvert. After another terrific quarter from tesla last night, everyones talking about electric vehicles today. So id like to remind you that many of these newer ones simply arent worth own see, theyre either too risky. Or theyre too expensive in particular, youve seen a wave of electric vehicle startups coming by merging with special purpose acquisition companies. These are called spacs for short. We spoke to fisker last night. Its now 22. Now quite there yet. Could get there. Could not. Fisker might have some cool designs but its years away from producing anything too early. I thought mr. Fisker told a pretty compelling story if youve got patience. If youre wondering if any of these electric spac stories are worth owning now ive got one that looks a little more enticing. A develop of electric vehicle batteries in the process of merging with Kensington Capital acquisitions a weekand a half ago nick in new jersey remember, our callers are always smarter than i am, called in with a question about this one because i dont like to cover all these complex spac stories off the cuff, i said id get back to him. Whats the deal here Kensington Capital came public june 25th. They raised a pot of money with their management with the understanding that theyll use the cash to buy something. Kensington decides to buy this quantum scape. A decadeold Company Working on solid state lithium use batteries for use in, yes, evs this deal turned some heads. Quantum scape has a couple of Board Members who are pretty perform nent in t prominent in the Venture Capital world. Former teslas long serving chief Technology Officer who do they have as a backer how about bill gates not bad to have, right a partnership with volkswagen, the largest in the world also has two board seats with a joint venture that will have them producing their batteries a fiberoptic play taking it public in seven. This guys got a great track record as a business person. Unusual for one of these electric vehicle startups Kensington Capital is run by car guys with a ton of experience in the Auto Industry. When we learn about the deal, Kensington Capital stock instantly doubled. Thats been the pattern with the electric spacs the darn thing immediately went from 10 to 25 and it peaked. Now its downhill to the point its under 14. Intriguing, right . 25 to 14 i got to tell you, at these levels, call me very interested. Quantum scape has spent ten years trying to build a better electric vehicle battery because batteries are the limiting factor theyre way electric vehicles are so expensive why they sometimes catch fire. Why they cant take you as far as an Old Fashioned combustible engine with a tank full of gasoline quantum scape is developing solid state batteries. Whats the difference . You know what . Im going to let them tell you listen to what the ceo told cnbcs own phil lebeau early last month depending on what you compare it to, 50 and 100 greater range for the same exact size of pack, which is pretty substantial. Even more important in the range or as important in the range is the fact that youll be able to fast charge these batteries so with our batteries youll be able to do a 15minute fast charge. Wow, i want it. Smaller, longer range, longer shelf life, much faster charge time, safer, and most importantly, cheaper according to singh, solid state batteries should cost 15 to 20 less than traditional lithiumion batteries. Tesla has a much longer range, but they accomplished that by making the battery bigger. More importantly, its not just talk their Battery Technology has already been tested and vested by volkswagen. O when the German Company invested 100 million a year ago. To me this is a very encouraging partnership. Even if the joint venture with volkswagen doesnt plan to prove anything for years, its still very early but the tesla jet, so whats the plan even in the bestcase scenario they dont plan to get production rolling until 2024. They need to spend years improving their technology and building out their factories they wont be producing batteries at scale meaning wherg they can be profitable until twiks. That feels very far away unlike nikkei unlike nikola, we got much more reason to believe in quantum scape. In short, i think we found a electric vehicle play that is worth speculating as long as you can get a piece of it at the right price. This is something that seems to always happen with the overhyped spac deals like clock work i wouldnt be surprised if this one still has more downside. At what point should you start picking at it . When the deal was announced in a proforma evaluation. Im highly skeptical of any sevenyear forecasts, but lets assume its in the right ballpark and the combination of kensington and quantum scape is worth, say, 3. 3 billion. Normally you divide that by the share count to figure out a price target with the spac deals you dont necessarily know how many shares there will be. When you dig into the s. E. C. Filings, theyre talking about 376 million shares after the deal that puts our back of the envelope price target at around 9 per share. Of course in these situations they tend to be all sorts of alarms that can further reduce the share count. A warrant related deluge is what crushed nikola back in july. Right now Kensington Capitals trading at 13 and change. I think the quantum scape story is very compelling if their batteries work as advertised, they can sell them to the entire industry pretty much everyone involved has impeccable qualifications and credentials. Theyve been working with wagon for eight years at this point. The only problem is its super early. What the heck are these guys going to talk about on Conference Calls for the next four years i dont know it tells me there is no rush to buy. However, these things can be very volatile in the months before the deal closed if you want to speculate in this 13 and change dollar stock, let it come closer to, i dont know, 12 t 12. 10 before you pull the trigger. Given its years before they have a project, you can afford to be patient. Chitanya in indiana. Caller hey, jim. With the intention that we are moving toward green energy. Right. Caller and promising this new acquisition, i bought around 1,000 stocks now it went down by 20 with no specific reasons i could relate to do you think i should hold or sell it . Oh, no, no. Remember, this was one that identified as i really, really like i dont think theres any reason to take any action other than maybe buy some no, i like plug. I think theyve done a remarkable job turning the company around no my inclination would be to hold or by. Lets go to trevor in indiana. Trevor caller big booyah, jim. Booyah back. Caller hey, i watch a lot of documentaries lately, especially during the pandemic. Last week my Favorite Streaming Service with public with a merger they currently have 13 million subscribers and theyre in 175 countries with strong year over year growth. Whats your thought on curiosity stream i cant cuff it a lot of these companies are newer companies. Its a beading entertainment company. After what i saw happen to kwiby today, i got to do more work i hope you dont blame me for saying that. I got to find out about hend tricks okay very enticing electric spac story. You want to speculate . Comes down to a couple of bucks, but you got to be patient. Much more mad money, include my take on the vroom boom. Eager tore avoidride shares an public transit, how can you bank on the trend ill be the judge of that when we play a game that you guys have just insisted that we keep doing and ive done now for 20 years. Your calls of rapid fire in tonights edition of the lightning round. So stay with cramer. Some things are good to know. Like where to find the cheapest gas in town and which supermarket gives you the most bang for your buck. Something else thats good to know . If you have medicare and medicaid, you may be able to get more Healthcare Benefits through a humana Medicare Advantage plan. 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Come on you two, lets go a group class in any room. A oneonone from anywhere. Relax your shoulders john. Each member and every instructor here to lift you up. So join in now. Breathe in. Breathe out. And see your best self in the mirror. Im always looking for a bull market, but when i find one, i never tell you to throw anything into that particular sector or trend. That would be stupid the stock could skyrocket and then the next plummet. Diversification keeps you from being too emotional. As i say, its really the only free lunch outthere. Thats why we play am i diversified. You call me, tell me your Top Five Holdings and whether its enough or maybe need to mix it up a little bit. Madtweet. Michael says amidiversified longtime twitter, firsttime listener shopify. Square, facebook and amazon. Well, isnt this interesting because facebook competes with shopify. They have this kind of partnership. Humana, obviously, a large manage care Health Insurer square, some say that does some aspects of shopify were going to have to make moves here because amazon is also internet. We have internet, retail, internet retail. Amazon is the largest im not going to sell that keep humana. Keep humana. Ill let you keep facebook and one of these twos got to go, square or shopify. And youre going to have to put a diversified industrial in there like a honeywell yeah, honeywell instead of square lets do that. Honeywell instead of square. I think thats fine. And lets go to pete in delaware pete caller hey, jim, thanks for taking my call i appreciate it. Of course so i wanted to ask you about some positions ive held for a couple of years now. Theyve done well for me, but theyre getting a bit top heavy. Okay. Caller the stocks im holding currently or visa, v, fico, amt, american tower, kansas city town, ksu, and dlr, Digital Realty really interesting. Very interesting grouping. Okay all right. Now, i like the rails. You know, you see the difference between unp and csx . That was a tough day for unp, but well have to address that later. This is a rail that i like american tower, now, this was down inici sympathy with crown castle that didnt have a good year last year visa is just fantastic fico, okay, so its more do they trade together . No, actually, they dont they do not trade together, these two. Im going to allow fico, visa, digital realtime. Were going to have to get rid of the Tower Company because numbers are going to have to come down for all the tower companies. You know what . You can use a bit of a honeywell, too im in a honeywell mood today. Lets go to jay in california. Jay . Caller hi, jim big booyah from the San Francisco bay area. How can you beat that wish i was there right now always caller okay. Booyah to you, jim, again. My name is jay roku, young brand and atvi wow, very, very methodical portfolio here okay, roku, we know that thats the cord cutter, all right were going to put that in Entertainment Technology thats a new category just created. Qualcomm has terrific semisukters. Semiconductors. Blizzard is having a great gaming season and a whole lot of new product coming out around it gilead got approval for remdesivir drug, gaming, dining out, wow, isnt that something to do these days chip and entertainment tech. I love this portfolio. I think this is a portfolio thats for keeps lets go to mark in california mark caller booyah, jim how are you doing . This is a good day. How are you . Caller im doing great hey, on a diversification, i have citi bank, alaska, ge, bank of america and disney. Wow all right. I see we got our work cut out for us, here, man. I sense someone who is going to need a little all right so bank of america, you know, bank, good bank. We dont need bank and citi, though, so were going to get out of city and were going to actually do that tomorrow morning, by the way. Alaska air, okay the airlines are going southwest is my favorite gary is so good gary kelly. Well keep alaska. Ge, earnings next week remember, i got a foot race between ge and ford. Diversified industrial, entertainment, didnt even have to cover disney because its so good a bank, an airline and here were going to get rid of citi and were going to put in Bristol Meyers okay i like that. Its like a trip day from the old aa days. Oh, no no, im just Getting Started its like monopoly im going to turn the whole board over because my sister won. Mad moneys back after the break. 5g just got real. Iphone 12 and iphone 12 pro are here on verizon 5g with the coverage of 5g nationwide, and, in more and more cities, the performance of 5g ultra wideband. Get iphone 12 on us when you switch. Only on verizon. Lightning round is sponsored by Td Ameritrade it is time its time for the lightning round. Se sell, sell, sell buy, buy, buy. And then the lightning round is over are you ready . Mark in florida. Mark caller hi, jim its a pleasure to speak with you. Same. My question is about Royalty Pharma after i bought it in july, it went up and then corrected into early september. And since then it was steadily increasing with one little dip until their secondary offering this month after which its been steadily declining. Im going to ask for patience and buy more the secondary offering was not what people wanted, admittedly, but there was Venture Capitalists in there, and, you know what, its a very inexpensive drug stock in a market that doesnt like the drug stocks. Lets give it a few more days. Lets go to jeff in massachusetts. Caller booyah, jim told me to buy some crsr. Kids got horse sense i just went through the final yesterday. Go i got to tell you something, i see a lot to like. The kid will be my sidekick. Walter in North Carolina wallet caller booyah, jim, from walter in North Carolina. Love North Carolina. Caller loyal fan who has watched your show every night for years. Fantastic. Caller i have a substantial investment in pfizer as you know is developing a vaccine for covid19. Right caller and the reports are very promising however, their stock price does not reflect this potential campaigain right well, its not going to. Anyones not really going to make money off of covid. I will say this, the pipeline is just okay. You got a 4 yield thats going to keep it in play, but it is not my fav i would prefer Bristol Meyers. I need to go to graham in vermont. Caller whats up not much. How about you, partner caller doing good. Doing good i know you had matt murphy on a couple of weeks ago, but what your take on the number one play in 5g marvel i got to tell you something, were not going away were not going away we think it goes to 50 this thing is a juggernaut lets go to mike in North Carolina mike caller booyah, cramer. Booyah, mike. Caller im coming to you for some more great advice. Okay. Caller i have a position in the solar sector and i was wondering if this might be a good time to add to it well, no, its only a good time if you think that Vice President biden is going to win. Thats why these stocks are running. They will probably sell off if biden wins because theyve been going up and up and up so if you think that bidens going to win, buy some more. Lets go to rick in oklahoma rick caller hello, jim . Yeah, you got me, rick. Whats up . Caller how are you sir i am doing well, how about you . Caller good. I might have got on the wrong train, jim u. P. , on pacifunion pacific, a long is it worth selling . I think the world of lance will you shut up when i saw lance didnt do as well as csx, to broke my heart because thinks lance is the greatest you have to wait two more days thats when the institutional sellings going to be done on this thing then we can take a hard look im not giving up on lance the stocks going lower. Im not done do you mind if i take one so that i dont end on that negative note . Lets go to mark in new jersey mark caller jimmy. Yo. Caller long time fan of the show way back to the larry kudlow days. Holy cow. Now youre dating me whats up . Revlon, rev revlon, i am mr. Estee lauder and im not going to go down to revlon el is going higher and that, ladies and gentlemen, is the conclusion of the lightning round the lightning round round is sponsored by Td Ameritrade. Free access to every platform. Mhm, yeah, that too. I dont want any trade minimums. Yeah, i totally agree, they dont have any of those. I want to know what im paying upfront. Yes, absolutely. Do you just say yes to everything . Hm. Well i say no to kale. Mm. Yeah, they say if you blanch it its better, but that seems like a lot of work. Now offering zero commissions on online trades. We charge you less so you have more to invest. State of the Art Technology makes it brilliant. The visionary lexus nx. Lease the 2021 nx 300 for 359 a month for 36 months. Experience amazing. At your lexus dealer. Just like real estate, stocks are all about location, location, location youd rather have the worst house in the best neighborhood than the best house in the worst neighborhood the house of pain. At any given moment there is a bull market somewhere. These bull markets are the good neighborhood home remodelling, hygiene, 5g, gaming you can buy the worst name in these groups and it will do better than the best name in the floundering industry that gets no respect like, say, shen love tomorrow in the oils the oils had, like, a oneday rally here right now weve got a raging bull market in automobiles it came out of absolutely nowhere. Feels like were a little late to the party after years of being losers, the Auto Industry is making a fortune thanks to the pandemic people dont trust mass transit. They dont want to car pool. Moving to the country and suburbs in droves. They can zoom their stupid jobs their smart jobs. Until we have a Covid Vaccine, all we really have are masks and social distancing, which means your car is the safest way to travel so how do we play it all right. Im going to give you the whole menu because i think this is going to be with us for a long time first weve got the car dealers. My two favorites are Lithia Motors which we heard from last night. And sonic, which is busting out. Autonation and carmax may not be the best houses in the neighborhood but, again, they work, too. The only dealer i wont push hard right now is car vana, in part because lithia told us last night theyre rolling out a competitive service, touchless delivery its not going to be the death knell. They only have 20,000 cars to begin with but theyre a comer second is auto parts many manufacturers spun off their autorelated businesses as Standalone Companies because they were dead weight. Not anymore. Thats what draws me to exalta theyre way too cheap here you can go bigger with magna or lear i like those two how about a little upscale aptiv. A ton of software that does incredibly well. You can also do the hybrids. Not hiybrids, but companies that do a lot of business with cars the semiconductor place nxp semi Texas Instruments told us that the other night on their conference call. And nvidia Texas Instruments flagged the business, stock got hit, now its coming back its going higher. Nvidia has fantastic Artificial Intelligence dashboards that can infer to understand what youre thinking hey, man, its really hot in here yeah you can buy tesla, but thats more of a tech company we told you happens to make cars but its also an ethos we just spoke to fisker last night. They wont have a product any time soon, so it doesnt give you the exposure you need right now to this bull market im talking about. How about the worst stocks in the best neighborhood, General Motors and ford. Morgan stanley put out a good piece today that talked about all the bells and whistles think electric vehicles, like the new successfully at least on paper hummer ge, im going to quote it, results are likely to be very strong i like very strong results okay, but if youre looking for the sleeper, the sleeper of the season as we saw in my bull market fantasy show, its going to be ford i know they own the lions. I dont really care for the lions. This stock, ford, has been horrendous for years and years and years. Now, though, the f150 is selling like hot cakes take a look at the price of the used ones. I tried to pick one up the bronco is coming back. And small to mediumsized businesses with money absolutely love ford trucks that stuff matters if youre buying ford, the absolute worst house in a really good neighborhood, youre really making a bet that the new Ceo Jim Farley will no longer allow his company to lose money all over the globe out of some misguided sense that ford needs to be everywhere farleys a car guy if the ford family tries to force him to lose money, i think hell leave. I think hes embarrassed as everyone else that the stocks so low, although it did get to over 8 today. Now its almost 1 over where i first started recommending it. Me, i call ford a flyer, like in bull market fantasy. I like a good flyer, especially in this bull market. I like to say there is always a bull market somewhere and i promise find it here for you im Shepard Smith on cnbc. And this is the news stage set, and mics ready to mute tonight, who has the most to gain, and what might look a little different in this final president ial debate. It is getting worse, and worse. Historic wildfires. Flames explode in colorado 6,000 acres burning every hour an entire town forced to evacuate. We are not going to tolerate foreign interference in our elections. Election securi

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