This technological revolution is present all barriers, even potentially becoming the heart of our National Security apparatus. We could be like ostriches if our hands in the sand if we dont address it hereon that money. I think eventually it could be the key to making the biggest amount of money over the next half decade that we can do, not just the next week, or next month, or quarter, as the professional bubble bursters and all their negativity keep cleaning, and they are all rallying, it drives me crazy. So on a day when the averages regrouped after a couple of days of pain, the dell up 86, 5. 1 , nasdaq up, why dont we just spell out the stakes here . So you know what im really thinking . First one of the few tech stocks has been able to hold his head up this week because it has the cards, the graphics processing units or gpu cards. Each and video semirun much faster than any other with the sole exception of amd, which is their real competitor. The next generation will far exceed what amd currently has plus its learning software that make it the preferred thinking for generative a i. It really is the exceptional thing theyve got going. The new stock is turned into a rocketship, precisely because its already making so much money off these chips. Many were saying that they almost have a monopoly on this category of the highest howard gpus. We just dont know how long it will play or someone else to play catchup. This monopoly is born from years of blood, sweat and tears shed by its ceo and his team, not with the shortterm brainstorms that critics will have you believe, and its paying the next ordinary ways. I remember no one else listened. Take yesterday. Just when you might have thought was nvidia was going to finally rollover with the rest of tech, the company presented a healthcare reading, healthcare, standard computing science is only a real small part of the nvidia universe. There is authors. Yes, nvidia is in the tesla. There is factories, trillions of dollars in business, banks, a vertical where fraud can be detected incredibly quickly by nvidia led devices. And theres sovereign ai. The end markets are practically limitless. And of course the biggest increase now has 40 of the companys business. What difference . The computer equivalent of mind reading, the kind of mind reading is undoes in order to figure out what you might want before you know what you want. When i first jeff simone he told me about waist, thats the first thing he brought up, how his graphics cards need to burn less heat. He didnt want waist. Hes already made them much more efficient at this point but when you put thousands of these chips together they create a ton of waste heat. Companies that use huge clusters of them need far more power than the grantmakers ever imagined that we would crier in our slowing the industrializing society. No one thought that one new industry, degenerative ai industry would singlehandedly drive up the need for power about 5 per year. That is gigantic, especially when you remember that the Power Generation business hadnt been growing in any appreciable way for decades. Weve been moribund. Think about whats going on here, the immense Computing Power needed to run all these ai enabled devices, the data centers and machines, stands at the heart of the current preindustrial revolution we are undergoing in this country. The sheer amount of Data Center Construction thats going on explains why caterpillar stock has been such a force in the Dow Jones Industrial average. Its why an old Line Industrial like Cramer Charitable trust faith eaten could be the top of companies with urgent demand for helping the power grid handle all this excess electricity. Its like an outfit like vertigo, dave cody chairman, which makes specialized cooling and i. T. Infrastructure products for data center outperformed even the hottest stock indy 500 this year. It wouldve been number one but now we are headed for the real battleground, people. These data centers arent just parsed by software from salesforce or service now and they actively connect to the grid in places that have low energy cost. And for many, cheap energy isnt enough. Its got to be clean, too. Right now there is a furious race among the power induration utilities to meet this new demand for clean power and phase out dirty coal. Thats why constellation energy, Nuclear Company with wind is up 54 this year. The big data players, amazon, microsoft, alphabet, apple, they want to be Carbon Neutral based on what epa emissions. They have no emissions from their own assets and no emissions from the electric provider, either. In other words, utilities run their business, they need to go solar, go indoor go nuclear and they definitely need to not have any coal. The result, a bursting renewable, sustained power thats pushing some of the best winners of the moment. Like that effort we had on the other night with the energy that helps make commercial solar panels more efficient. Look at this eaten. Parker hannifin went to see them, holy cow, they are roaring for the same reason, oldLine Industrials that have a hand in building this stuff. They were very visionary and the industrialization of midwest, ive got to tell you, we just dont talk enough about positive but i try to change that in this show. I get this one. I spent some time with ge for nova today. Thats going to be the Gold Standard in wind in a couple months. People are lukewarm about ges power business, long considered the worst part of the company, but just as i became a believer in a proselytizer for Ge Healthcare for its best in show mri we own for the Charitable Trust, im coming around for ge as a major player thanks to this Artificial Intelligence field green energy buildout. I like what they had to say. So much data centers need for power that the intermittent alternative energy plays into solar can handle it all. Nuclear is actually the only really consistent source of clean power but its insanely difficult to build a Nuclear Plant although they did start to see some success building equivalent of cookiecutter kind of nukes in canada, small form factories. So you end up needing natural gas, though, and the Natural Gas Companies like enbridge which runs the Largest Network of natural Gas Transmission pipelines, and we have them on tonight, is buying into this, buying assets that will put them at the forefront of this bridge fuel. Its cleaner than coal and cheaper than anything other than coal. Not carbon free but better than letting the data centers overseas. Such as the battleground of our own power grid. Its also about the property. Right now nvidia, amd make the gpus that you need to run this technology but your designers, the actual capital needed to make all this stuff involves land research, applied materials, kla, s l and most importantly uber manufacturer that is Taiwan Semiconductor. The chips are made in taiwan. s Taiwan Semiconductor is tough but there are very tricky things at work that we have to talk about. Our government is doing its level best to try to keep china from getting our latest and greatest Ecommerce Department says directly the other day, amd, those chips might be too good for china. The government, they really think too fast but the government says they need to dump them down a little. Last year nvidia was blocked from selling the chinese its best chips because of National Security. Right now you cannot do computing degenerative ai without nvidias chips. How long can china stand by and do nothing if we own all the intellectual property behind these revolutionary technologies . Is it a chokehold on all their ambitions or are they eventually going to start making their own pirated knockoffs . Is it squelching visions of a stronger military using our own ai against us . Either way, its all coming together for what i call our nationstate companies, formerly part of the broken band that was the agnificent seven. I think if they cant get the system they want, the clean system, theyll just themselves so the bottom line here is this. The ai revolution is already pursuing some of the most invisible themes of alltime. We just need to look into the data center, the cloud, and harvest these incredible ideas while being mindful of the geopolitical issues that could make this business vulnerable. The chinese just say we cant afford to fall this far behind the u. S. As a military power. Zachary in new york, zachary. Thanks for all you do, youre the goats. Goats, like that. Whats going on . I talk about a company that pretty much is a monopoly on supplying machines for semiconductors. I added to my position after Fourth Quarter earnings and spoke about the dependence on the advanced day i chips. With the stock closing at an alltime high today whats your opinion on asm . I will tell you i am in awe of a snl. I know that a lot of people chart and they think supermicro. They think nvidia. I dont know what to say. Theyre just an unbelievably good company. Their machines are the size of a city bus. They are rigorous, so i like this gentleman. Fine to stack. Eric in michigan . Jim, how you doing today . Just having a dynamite day, incredibly productive. Let me just say monday through friday at 6 00 p. M. I dont miss your show. I thoroughly enjoyed them and we all are better investors because of you. Thank you, buddy. See, i like his guy. I appreciate you as well. Jim, im calling on General Motors today. Here is its stock and the sales have been through the roof for the last two years. They announced a major share buyback. We know the penalty box but hopefully thats up and running this year. Is this stock going to ever go higher . Maryborough is doing a terrific job and everyone is afraid that one day its moving away and the chinese are going to beat you or from mexico and its going to be the end of gm. I think gm is a great company. I think its a buy right here. I wish it had a bigger yield. We owe four for the haritable trust because we know they are the hybrid king but i want you to stick with General Motors. Yet revolution is already creating some of the most investable themes weve ever seen in our investing lives. We need to point to the cloud and harvest these incredible ideas. Talking about incredible idea, fort street quarter of gap income so can this cyber firm safeguard your portfolio from threats . Ive got the ceo. Can pipeline expansions power the stock higher and help the ai grow faster . Dont miss the companys top brass. A closer look at the 100 appreciating sectors. Healthcare utilization, its more interesting than you think. Ill prove it when i show you my hernia scars. Maybe well save that. Stay with cramer. Dont miss a second of mad money. Follow at jim cramer on x. Have a question . Tweet cramer hashtag mad mentions. Send jim an email to mad money at cnbc. Com or give us a call at 1800743fran one. Miss something . Head to med money. Cnbc. Com. vo sail through the heart of historic cities and unforgettable scenery with viking. Unpack once, and get closer to iconic landmarks, local life, and cultural treasures. Because when you experience europe on a viking longship, youll spend less time getting there and more time being there. Viking. Exploring the world in comfort. Your shipping manager left to find themself. leaving you lost. You need to hire. I need indeed. Indeed you do. Indeed instant match instantly delivers quality candidates matching your job description. Visit indeed. Com hire you can make money the hard way as a bullfighter matching your job description. Or a human cannonball. Or save money the easy way, with xfinity mobile. Existing customers can get a free line of our most popular unlimited plan for a year not only will you save hundreds but youll also be joining millions who have connected to americas most reliable 5g network. Sure is a lot safer than becoming a stuntman for money. Get a free line of unlimited intro for a year when you buy one unlimited line. Visit xfinitymobile. Com today to learn more. Her uncles unhappy. Im sensing an underlying issue. Its tmobile. It started when we got him under a new plan. But then they unexpectedly unraveled their price lock guarantee. Which has made him, a bit. Unruly. You called yourself the uncarrier. You sing about price lock on those commercials. The price lock, the price lock. So, if you could change the price, change the name its not a lock, i know a lock. So how can we undo the damage . We could all unsubscribe and switch to xfinity. Their connection is unreal. And we could all unexperience this whole session. Okay, thats uncalled for. Look at this incredible move in the stock of crowdstrike, up more than 12 today. Last night a terrific top and bottom line beat, better than expected guidance for the Current Quarter and the full fiscal year and its now, im going to say it, feisty Ceo George Kurtz talked about seeing great orders and more importantly maybe winning business from competitors. No wonder the stock cut wire today. Can he keep running . Lets take a closer look at mr. Curtis, president and ceo of crowdstrike. Find out more about luke porter and welcome back to mad money. Great to be here, jim. I had a kind of a chill when i got to meet your 12 paragraph, where you started to talk about cloud today, battleground for cybertek, generative ai, which we all love, right, is an Adversary Force multiplier. I read that, i said that maybe the bad guys have jumped ahead of the good guys. Is that going to happen . Absolutely, jim. What we are seeing right now is the use of generative ai to really democratize some of the very esoteric techniques and attacks and make those techniques available to folks maybe that dont have the same sophistication and skill level. What we talked about in the Earnings Call is the ability to create more adversaries with lower skill levels by operating in a much higher skill level, leveraging generative ai. Of course on the security side, we allow generative iai to help protect our customers so its going to be the battle of ai in the future. Weve got Companies Like united health, that ive had the privilege of interviewing with many times. This is one of the most sophisticated, best run companies in the world, george, and yet they have seemingly been caught up in a hack that i wouldve thought wouldve been stopped or caught earlier. These are Great Companies can still get hacked. Im sure they had systems. When you look at any ompany thats out there, weve talked about this before, it is so easy to become a victim and i always look at this as not leaning the victim but focusing on how determined the adversaries are. And almost any company is going to have an incident, youre going to have adversaries get in, and one of the things we really focused our efforts on, jim, as you know, many years coming on the show, is stopping the breach, not just stopping malware. You have to instrument your security for not only protecting against these systems but also protecting against identity, which what is an outstanding business for us as we call over 300 million in a rr, up dramatically quarter over quarter and yearover year. You mentioned that because identity, they are also taking that crown or at least think they have that crown that its so integral to try to get the bad guys. You were just putting it in your platform, correct . We did and i think thats the beauty of the platform is with the single agent, single platform, single console, its very easy for us to add new capabilities. When we think about identity, thats a broad term. We focus on identity protection. You have identity creators like astro and microsoft. You have identity aggregators like king auctor and you have Companies Like ours that are focused on identity protection. Thats a critical element to having a full stack of a zero trust architecture and it served our customers really well. There were two issues that came up and i want to tackle them headon because i dont want to be like him owns this palo alto for his Charitable Trust so hes not going to take anybody on at his Charitable Trust. I dont play that way, crowdstrike holdings, ubs, and is 50 here, morgan stanley, no spending fatigue. These are references to aurora, the ceo, and i know you think a great deal but he did use the term fatigue and it may have been misinterpreted, whatever. Lets just describe whether you are seeing any fatigue anywhere in the whole food chain of cybercrime and what people are trying to do to stop it 2 we are certainly not seeing fatigue and cybercrime. Thats been more active than ever. And really i think theres a lot of fatigue in the companies that are saddled with legacy technologies and having to band aid efren technologies together, and platforms. What customers are focused on, we are focused on delivering for them, is the right outcome, stopping breaches with a simple single platform that allows them to add capability seamlessly without multimonth implementations and without complexity. And youre seeing that in the results, and i think the numbers in q4 speak for themselves. And that is something, jim, we talk about overnight success. This has been in the making for many, many years, and ive talked to you, ive been in sales force and security and this is something we are delivering. A paragraph that i thought was pretty frightening, this is a when you had, an eight figure win in a fortune 100 business with a platform displaced five different products with recent breaches, costing them hundreds of millions of dollars. This is going on and we dont even know it . Theres a lot of costs associated with this and now with the s. E. C. Disclosures you have a lot more of visibility. Before that, you didnt necessarily. And when you look at how much it costs in ransomware, youre talking tens and tens of millions of dollars of single ransoms being paid. Then you look at the cleanup comedy downtime, the impact. You look at the legal fees. You look at the lawsuits. Immediately when this happens, you got all the lawyers that are about to read these class action lawsuits. You put this in a bucket and you talk about hundreds of millions of dollars. This is just incredible to me and youve really been able to be the first person to explain exactly how horrendous this is for corporate america. This is another one that bothered me. Winds from the quarter include a sevenfigure deal with a mega cruise line using a nextgen product that can never be fully deployed. Upgrades and operations for disaster. Who sells products like this . This is a challenging the Security Industry and that is one platform is not the same. You can create powerpoints. Ive always said ive never seen a powerpoint that was wrong, that looked the same, until you actually implement the product. Something like Crowdstrike Falcon was built from the ground up to be easy to install, easy to deploy and easy to manage. We see this time and time again. People may try to buy something. They may think its cheaper. Its not. Free is not free. Cheap is you get what you pay for and in this particular case you are talking about customers that had incidents, they had issues, and more importantly they had technology that couldnt deploy and operate. We collect trillions of threats signals, i think its going to be maybe yearly, may be monthly, daily, trillions . I mean come on, if 10 get through we can destroy the banking system. I dont want to be over you know what i mean. If youre jpmorgan you cant afford to have one of these. Well theres a lot of companies out there just on the banking side, we protect 15 of the top 20 banks in the world. So when we think about the signals that we get from the industries, part of our whole goal in philosophy is the community immunity. We take as we build a Data Platform at falcon, we take signals, we understand what they look like we use our ai and generative ai atop all these massive data sets and then that is then continually learning and protecting our customers and thats the outcome youre looking for. I want to congratulate you. You are taking names, you are taking business and youre doing a remarkable job. As you said, you never missed, george kurtz is the cofounder, president and ceo of crowdstrike. I want everyone to read before you buy this. You will understand why im so excited about this ituation. Think you, george, good to see you. Mad money is back after a break. Coming up, energy has its ups and downs, but can investors set their watches to this power players dividend . Cramers got the ceo, next. Nice to meet ya. My name is david. Ive been a pharmacist for 44 years mainly because i just love helping people. As i got older, it was just a natural part of aging, i felt that my memory was beginning to decline and thats when i started looking for something that would help. When i first started taking prevagen, i noticed my memory was so much better. Just stuff seemed to come together and fit like a jigsaw puzzle in my mind. Prevagen. At stores everywhere without a prescription. The future is not just going to happen. You have to make it. And if you want a successful business, all it takes is an idea, and now becomes the future where you grew a dream into a reality. The all new godaddy airo. Put your Business Online in minutes with the power of ai. So this is pickleball . Its basically tennis for babies, but for adults. It should be called wiffle tennis. Pickle yeah, aw whoo these guys are intense. We got nothing to worry about. With e trade from morgan stanley, were ready for whatever gets served up. Dude, you gotta work on your trash talk. Id rather work on saving for retirement. Or college, since you like to get schooled. Thats a pretty good burn, right . Got him. Good game. Thanks for coming to our clinic, first ones free. upbeat music constant contacts advanced automation lets you send the right message at the right time, every time. constant contact. Helping the small stand tall. Like i mentioned at the top of the show, the demand for electricity is now increasing at a 5 annual clip, after years of going nowhere, thanks in large part to the energy trade, data centers, if you want to make use of generative ai computing. In a world where demand for power is on the rise, we need natural gas, which brings me to enbridge, the canadian pipeline kingpin that leaves 20 of the gas used in the United States, not to mention the biggest business, which is 30 of the crude oil used in north america. That too is exporting. Theyre getting into the ships. Enbridge pays you to wait for the natural gas resurgence with a dividend yield. This moment clearly someone over there feels the same way because they held an investor day today at New York Stock Exchange and it was a very exciting, exciting production. Right before that event we got to speak to greg ethan, old friend of the show, president and ceo of enbridge. Take a look its great to have you for this fullday analyst meeting. I think people need o know your company better. I want to start with what our people want to know, which is huge dividend and a long history of pain one. Why dont we start there and then we go about how that happens . Its a key part of the investor proposition. 29 years in a row of increasing the dividend. Over the last five years we have paid shareholders 34 billion in dividends and over the next five years we will pay out approximately 40 billion in dividends. Key part of the difference and you underlined that with four great business franchises and keep going forward. You make a very big acquisition with frankly a company that ive called troubled, where i know i think you got some great assets. What will that mean for you nd how far along are you with paying off these assets so that we can figure out your 2025 proposition . About 90 of that completely financed, which i think is important to get that done. We did most of that late last year and then well bring in the for utilities so youre talking about the dominion acquisition, the three utilities, ohio, north carolina, utah and wyoming. And dont be surprised to see us close one of those in the next couple of days. I think that will be ahead of investor expectations. We are really excited to get those men and women on board, because as you know, natural gas is really the future under and her de jure scenario that you look at. We talk about how big you are. Ive been talking to a lot of the data center crowd, so to speak, and they are growing. We probably have the largest demand for electricity maybe in our countrys history if this goes ahead. Are you prepared to help these, what im calling the gpu problem, help the data centers, and where are they located versus your foot . A variety of different places. We are in 43 states so theyre pretty well located anywhere in eight provinces and canada. Natural gas, ohio, interestingly enough about to get the utility and where we have Gas Pipelines and oil pipelines, and renewable resources, and ill come back to that in a second, thats a big location for these data centers. We can sell them gas. Well be selling them renewable. A lot of these data centers are interested in signing up long term renewable contracts with us, their utility like. The natural gas is the back of. North carolina, where i would expect to get that utility, also is going to be a Good Opportunity in that raleigh region and we are located near charlotte so great growing locations for those. We can give them gas. We can give them renewables and we are ready to go on that front, as well. People knew you from the history as being a great exporter of canadian crude. I think that we need to set the plan here. How big are you in the u. S. Versus your competitors . We move 30 of all the oil that moves in the country today, in the United States. We go by about 75 of all the refineries and the great kicker, because i believe the future of energy is through north america and out of it, we have the largest export facility out of the United States for crude down in ingleside near corpus christi, texas. And a great opportunity there. And we are going to we Just Announced earlier today an expansion of some of the docs there so well be able to do the very large crude carriers as well as the cat 4 santa suez max as well. What weve been doing for a lot of cases is a two step process, small ship to big ship. Im always worried about spills, too. This is going to change. We basically going to be large exporter just like the great exporter say opec plus except for its our crude. Enough crude here to export . Absolutely, theres plenty of crude. First of all, most of that crude is coming from the permian. Is the largest growth area from crude. Probably add another couple Million Barrels of crude out of the permian by the end of the decade and we expect to bring a lot of that into ingleside and as north americans we often forget part of Energy Transition in other parts of the world is going to crude because you know theyre using far less sustainable and more dirty fuel. Not everybody is where we are and crude really provides that. Not to mention the geopolitical power of the United States being able to provide crude to our friends as opposed to people being forced into getting it from places like, i dont know, russia, which is a challenge. There is a gut check here. Many people in our country, myself included, want to be able to fix Climate Change but we have an Energy Security issue of which i regard enbridge as being key to our continents Energy Security. Absolutely, not just security, affordability. Remember really powerful for industry and frankly the ability to use natural gas in this country for industry, the ability for consumers to have choice, to be able to pay for affordable energy. Its challenging for people to put food on their table, to pay the rent. If you can keep the energy bills down, thats only possible through the use of natural gas. That is a powerful economic tool that i think policymakers are starting to realize and weve had that view about Energy Transition for a long time. Were going to need it all. Someone might say who doesnt really follow this very closely, wait a second, natural gas under two dollars, not sustainable for enbridge, not realizing thats what you are levered to. Correct. You and i talked about this, we often think about this as the fedex of natural gas. We pick up the products, same with on the gas side. Well store it, well hold it and then we deliver it where its needed. We cannot have any commodity exposure. We are just longterm fundamentals for energy are only going up and the need for natural gas is going up, and the continued need for growth is going up on oil, as well. As long as you need the infrastructure, which i dont see as a solution to that, youre going to need the enbridges of the world. We know people are going to say its great and we know what secure but what i want to be certain about is i do fear underperformance. There is a couple of analysts that are following you, not as many as id like to go they are not as bullish about short term. I feel like if you do these financings, we dont have to do maybe at the market, whatever, this may be a cross. Now i know of course obviously you are bullish on your own stock but what ive just been thinking is it able to Growth Prospects could be greater than what people are thinking right now . As we announced today, we expect to see our ebit. Grow by 7 to 9 . Last year we were five or six. The shared growth will be in that 5 range but Interest Rates, as a dividend stopped we are sensitive to Interest Rates. I dont know where Interest Rates are going to go but i doubt they are going up and as they go down thats going to compress the yield, increase the price. Leave it at that because thats terrific news. Greg nettles is the president and ceo of enbridge, really telling us a story that i have liked i guess since i started the shipper good thing you so much. I want you to have a great day. Coming up, Precision Machinery for when the stakes are at their highest. Dont miss kramers indubitable chats with a redoubtable device maker. Flush something amazing is happening here. Inventory is practically moving itself quickly and securely. Classrooms are getting more immersive. Data is powering insights and imagination. Cdw partners with you to get the most from your technology. We work with you to plan it, build it at scale and manage it, so you can do amazing things. Make amazing happen. Cdw heres why you should switch fo to duckduckgo on all your devie duckduckgo comes with a builtn engine like google, but its pi and doesnt spy on your searchs and duckduckgo lets you browse like chrome, but it blocks cooi and creepy ads that follow youa from google and other companie. And theres no catch. Its fre. We make money from ads, but they dont follow you aroud join the millions of people taking back their privacy by downloading duckduckgo on all your devices today. Lets talk about one of the largest themes in this market that doesnt get enough love. Healthcare utilization for quebec during the pandemic you pulled off all sorts of non emergency procedures because it wasnt really safe to go to the hospital. Last year they finally tarted playing catchup. Not only our healthcare utilization rates normalized, they are now at higher evels than average levels. Thats terrific for everything healthcare except the Insurance Companies but we are not going to worry about them because we want to talk about cramer favorite, the maker of surgical robots that handle all sorts of minimally invasive procedures. The stock has now rallied 52 . That includes a major move this year after intuitive preannounced a blowout worker at the j. P. Morgan healthcare conference. It was a little anyone was talking about when i was out there. The ceo of Intuitive Surgical with a phd in engineering science to get a better sense of where the company is going. Welcome back to mad money. So happy to be back. Since ive seen you the number of procedures, this is not a niche business. 2. 2 million procedures performed on the da vinci system justin 2023. We had a good year. Growth was give or take 20 through the year and thats been really helpful for us. And there are many procedures since you started but i had no idea it would be as high as 14. 2 million. Totaled experienced to date of patients who have been treated by a surgeon using one of our products has been 14 million, sort of integrated all the way through. There have been category after category that it is proven to be a better way to go and particularly i watch one of your videos. People like to be immersed stand to do great surgery and all these different things. Give us a sense of what could never be accomplished and what you are accomplishing now. Early on the idea has been pretty simple. Can we bring the natural feeling of open surgery for the surgeon and the benefits of minimally invasive care for the patients . The patient has a better experience and can get back to the lives more quickly with less impact to their lives, less disruption, and we do that by using Technology Enabled ecosystems that are integrated really nicely and provide the surgeon and the carotene a great environment to take care of their patients. I want to tell someone, having been a patient this year, i had to have a quadruple hernia. My daughter dared me to lift a stone. Really smart, remember always do that. I went to the doctors, i dont want scars all over the place. You cant see hat i had the surgery, which is really quite amazing. People have to be amazed what they see or what they thought they would see versus what they got. I think that patients really were looking for a really simple thing. Give me a predictable result, something that gives me a great outcome, the likelihood of applications, lets me back to my normal life go in surgeons want the ability to do that in the extent we can help them, great. Im delighted that you were able to benefit. Some things you cant talk about, which is an application for a new da vinci, the da vinci five point maybe you can tell me what happened. You had previous iterations get better. What has changed . New procedures, new ways for doctors to take on people, more people in a day . What happens . We iterate our surgical platforms over time. We lost our last generation platform in 2014. We have since launched single port platform or ion flexible robotics platform and now we have submitted to fda a five 10k package for da vinci five. 1 of the things that we were interested in, we are interested in helping more patients that werent getting great outcomes before. We are interested in Better Outcomes for those who are currently being addressed by da vinci and want to do better with what we have. We want care teams to really enjoy using our products. Better carotene experience is a great comfort, easy to learn, products that are highly dependable. We want to lower the total cost to treat her patient episode. Thats what we design. Those are our design rules and we are delighted to work through with the agency how to evaluate that and to talk about it once we have a clearance. Lets talk about ion. I think a lot of people think that lung cancer, some caused by cigarettes, some not, is under control, but its not and some countries like china, you could say its epidemic. What can ion do . There are clearly for lung cancer its a high incidence rate. Is usually number two or number three in the country but its often the number one cancer killer. Sevlev catching it early is extremely important, often, and as a result you want to catch early. If you can catch it at an early stage likely they good out who goes ways up and ion is about reaching deep into the lungs, grab a little bit of tissue in a biopsy. Its hard to navigate manually. Its showing great safety profiles and we are seeing really nice adoption in the u. S. We have the start in europe and we are working with chinese regulatory authorities to bring it to china. Now there is a procedure, a lot of people talk about, there are people saying its going to collapse everything, a trade off might be bariatric. The first person to tell you there is something that could be gained, might be better than what we have. Tell us why you are willing to be candid about what could happen . I think patients dont start off thinking about what the Core Technologies are out there. They start thinking about whats the disease i have and what my treated well. I can completely understand why people are interested in glp1, an injection to help control diabetes or obesity makes sense. Not everybody is going to benefit from those injections. Theres an issue of durability over time. Drug companies are going to evolve them. Bariatric surgery is going to have a role. Other treatments are going to have a role. Whats that balance that will play out in time . There are some great outcomes in bariatric surgery. Patients are going to be interested in tried glp1s. Well see how it evolves. The last piece is pretty off thewall but ive spent time thinking about things that didnt have financial problems that did. First he sold it. Turns out solar panels went down dramatically, you just had to finance. Hospitals have to finance. If rates come down will hospitals be able to buy more machines . We get a lot of flexible acquisition opportunities and models to our hospital customers. If they want to lease our systems we are able to do that. If they want to do risk sharing models we are able to do that. The cheapest thing they can do is buy and hold it and if they do that we can do that, too. We want to remove areas for them and the where they are. Weve been able to do that so we want to remove capital raises as a barrier to our customers if they believe in the clinical efficacy of our products. You are a very wellrun company, having done a fundraiser for a hospital to buy one of yours. I was struck at how professional and terrific you are. Lets the Intuitive Surgical ceo. This is a great company, both the product and the stock. Mad money is back after the break. Coming up , cramer takes your calls and the sky is the limit. Its a fast fire lightning round, next. You got this. Lets go. Gobble gobble. Ive seen bigger legs on a turkey rude. Who are you . Im an investor in a fund that helps advance innovative sports tech like this Smart Fitness mirror. Im also mr. Leg day. 1989 anyone can become an agent of innovation with invesco qqq, a fund that gives you access to nasdaq100 innovations. I go through a lot of pants. Before investing carefully read and consider Fund Investment objectives, risks, charges, expenses and more in prospectus at invesco. Com. business can happen virtually anywhere. but theres nothing like being there. At national, you can skip the counter. And choose any car in the aisle. Even manage your rental right from the app. So you can give some quality time to a quality cause. Swing by to see one more customer. [audience cheering] and really get down to business. Go national. Go like a pro. We really dont want people to think of feeding food like ours is spoiling their dogs. Good, real food is simple. It looks like food, it smells like food, its what dogs are supposed to be eating. No living being should ever eat processed food for every single meal of their life. Its amazing to me how many people write in about their dogs changing for the better. The farmers dog is just our way to help people take care of them. Lightning round is sponsored by charles schwab. Trade brilliantly. It is time, time for the lightning round on cramers mad money. Play to this sound and then the lightning round is over. Are you ready ski daddy . Time for the lightning round. Start with allen in florida. How are you, jim . Thank you for taking my call. Allen, its my pleasure. Whats happening . Ive got calendar technologies a little late at about 20 so we had a 52 week high today and i want to know if you think there is still a ride. I actually think 178 Million Contract with the army, im not begging them to come on, im simply imploring them to come on. Lets go to dan in massachusetts. Thank you for taking my call, i appreciate it. Of course. I think you do a great job on your show. Thank you. I got a question about an ai technology. Look, robotic process stock finally starts making a lot of money, i will talk positively but i cant back companies that are not in closer. Lets go to truman in california. I always like truman. Truman in california. Kouyate truman. Puglia jenny. One big one double game. Recently focusing on Artificial Intelligence of late off a regional bank. I had 2008, 2. 5 million later in my retirement account i retired and thats what we did. I run with the Portfolio Investment club. I front run some into the oil a little bit and because i had too much cash already. With that, jimmy, what do you think about schlumberger in the club eventually . Thank you for being a member of the club. I look at slb all the time. Admired the company ever since they rejected me seven minutes into an interview in 1982, saying youre highly underqualified. I said you betcha. Ill tell you about these guys, they are good. I like them a little bit more than halle because i like the international but im not going to pull the trigger because i dont want to get an oil and gas. Lets go to garrett in massachusetts. Kouyate, cramer. Ive had a rough few years. I think its on sale and kathy wood likes it. What are your thoughts on Unity Software . I do care that jim greg hurst is there and here is what i want. I want Jim Whitehurst to come on the show, old friend of the show for 15 years. If he comes on the show and tells us a great story you and i are going to set time to pull the trigger, unity, but not until then. Van in colorado. Thanks to you and the team for taking my call, i really appreciate it. My pleasure. Im looking at a Fourth Quarter i want you to buy it. Someone is always going to try to stifle wes eatons brilliance. Dont count me as one of those people. I want to buy wes eaton. The stock called new fortress is wes eatons. Lets go to jack. Come on that ladies and gentlemen is the conclusion of the lightning round the lightning round is sponsored by charles schwab. Coming up, watch the fab five run. How an influx of a i might add muscle to these already ripped retail giants. Cramer explains when we return. Boo yah jim, your integrity makes you the boo yah saint of wall street. Boo yah, jim. Thats a lot of boo yahs. Bring your trades into focus on thinkorswim desktop with robust charting and analysis tools, including over 400 technical studies. 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We make money from ads, but they dont follow you aroud join the millions of people taking back their privacy by downloading duckduckgo on all your devices today. From the preponderance of retailers for the last 10 days its clear were dipping a point for watch, the acronym for walmart, amazon, target, costco and home depot because these five winners seem to be pulling away from the pack. Each one has special characteristics, walmart with its unparalleled store in traffic reach, amazon with same day or next day delivery, target with gorgeous 1 billion health brands, 11 of them now. Costco with low prices thanks to their Club Membership model. Home depot with unparalleled support for small and medium sized contractors. This quarter i noticed something is developing, something that could the retail havenots fall even further behind these five haves. What is it . Simple. Only to Major Players with tremendous scale and huge Balance Sheets can afford to harness the power of Artificial Intelligence, specifically infringed nvidia bailiwick which gives ability to predict what you want with incredible accuracy. Just inferences and all that. Amazon is being used is to figure out what to show you for many years. Faster, better and most important acuras over time. The big stores have so much scale, so many customers, they can collect tremendous amounts of data and the more data the better they have. Data is as salesforce would tell you many times the oldest, aided by Companies Like salesforces einstein product, their hit ratio what you might want his extraordinary. Nordstrom or macys, two places i love to shop but they dont have as much data. They lack the scale to make it worth as well. Let alone pay for the technology to truly come up with new conditions. If youre nordstrom and your in store traffic is down while your recon business stagnates, you may not get enough data for reliable inference and youll continue to fall behind the other guys. Its a vicious cycle down. At one time all that mattered in retail was signatory management, good eye for what took on the right amount of product and then theyd have a good year. Neither was easy. Had to have one ion session, the other i am just retaining inventory, which meant in my fathers case, the now defunct gambles, counting up mens gabardine trousers on a day the store had to close to make sure it had all the merchandise. Not only the inventory we presume the stock will be up . To 3 percent without having to discount the old stuff to get rid of. Target has had a miraculous run from yesterday because of inventory, decision to spend more. That will give them even more data. Some retailers have a terrific sense of whats going to work no matter what. Patrice bank of ralph lauren, unbelievably good numbers and the stock soared aided like that online pushes and good outputs that are concerning todays out based. Some have a tremendous sense of value in tjx, the company struggling percent mortar shops like the macys stores the company mentioned in tjx buys that extra inventory for cash. Lauren hobart on sunday exporting goods, lauren albergo we think she is terrific at williamssonoma, tremendous eye for what will sell. Stocks are incredible. Tony spring now running macys has a fabulous i. They are getting it sold or lying. Either way, we may not be able to see magic, which is a shame. Abercrombie was down, the stock got too hot. I bet it ounces right back. I like how Marvin Ellison has fixed up where many cant wait to walk the aisles of the nice bright stores. A retailer is permanent without the scale, the half and a balance sheet, youre going to get pigeonholed as niche or boutique these days. Many chains who made money as stocks, one look at the abercrombie shirt tells you thats what you need to know billionayear were generative ai and infrastructure play, data is going and the little guys will always struggle to keep up unless management is so destitute can compete in whats looking like a stacked data deck. I like to say theres always a right now on last call, bank job, shares of new York Community bank crashing, then surging after a former security and investor give it a billion dollars. Congresswoman maxeen waters is here. Taking it to the people, can biden sell his economy in the state of the union . Germanys economy in big trouble but that could be good news for your money. Tesla is expanding the auto charmger to other companies bu