The economy is going off the rails. Or that its about to roar. In fact, on a day where the dow gained 4 3 points, the s p climbed 1. 8 . This is the most glass half full, glass half empty moment we have seen in ages. First we have fabulous employment numbers. The jobless claims are at the lowest levels since 1988. Thats a staggering figure. Its incredible. You simply cant have an economy at nearly full employment and honestly, be anywhere here a recession, does that define a Strong Economy . Housing, wow, it is just red hot. You know housing represents only 10 . I know some figures came out today that were not that strong, but believe me, this is the hottest area, toll brothers, the luxury Home Builders said it had been the best spring selling season ever. Many factors are bringing buyer office the fence right now. Interest rates rated by the rate of resale and personal homes. I have never heard them this bullish. I want to make something very clear. When the market was red hot before the housing crash. Credit was too available to the wrong people. Thats not what hes saying now, just a fantastic time to be in the Home Building business. And it will stay that way as longs as Interest Rates are low and jobs are plentiful. Tolls stock broke down and finished down 25 cents despite that verbiage. We talk a lot about cloud computing, but when you think about number of people these firms need to hire, and their wealth in the stock market, you have to believe this is an economy that cant get enough body. The people who own stocks feel richer, so they do buy. What do they buy . We know theyre buying iphones, the numbers are staggering there. We know theyre being anything that comes into the home. We heard from home depot last week that everything inside the home is selling like hot cakes. Every single cruise line boosted their earnings forecast, disney and universal theme parks reporteds s s s astounding num. Feeling good . Excited by the prospects i just outlined . Let me give you the bear case. First the bond market. All my Business Life for 33 years, i have been told that no individual is as smart as the bond market, it is the sum, the repository of all the markets. Its also telling us that the fed better not raise shortterm rates because theres absolutely no reason to do so, not with the 10year treasury down to 2 . The bonds are saying the economy is as weak as the employment numbers say it is strong. I mean its unbelievable. Second while the Housing Market may be red hot, as i mentioned the auto market is ice cold. The former ceo of ford because of the companys weak First Quarter results, much of that stemmed from the decline in sales numbers. Third, this is something i watch, Consumer Products stocks ripping, thats pure lun nasty. Some of the gains are from companies that are rumored to be takeover targets of kraft heinz, but a stock like cocacola is not a hot stock. Any inkling that the economy is actually gaining. The social mobile cloud and gaming. They have been juggernauts. The one thing they have in common, they dont need any help from washington to make their numbers. Thats an important distinction. But the scandals and the health care usurped the agenda and the budget the trump people put together is philosophically different than anything the republicans or democrats have ever seen. Theres some big cuts in taxes and entitlements like medicaid. Its so far removed from the way washington works. Hey, you know, draining the swamp, theres a swamp out there. Conclusion, if you were still hoping for tax reform or repatriati repatriation, i hope you dont hold your breath. Then theres the biggest economic bear story of all. Retail. We came through this retail earnings season with even the good ones being absolutely pumped. Any retailer in the mall are annihilated, even foot locker and childrens place getting crushed. When the only strong retail are walmart, costco and home depot, and do you know the stock has come down even though it was a great quarter . You can only assume that the consumers are not needing and not spending. So what are we supposed to make of this incredible mosaic . How can it be so contradict friday, and i wrap my head around this every day. Look i think this situation is temporary, sooner or later one of these vision also triumph over another. Personally i think the economy will improve. But the bottom line is the forces of weakness if it werent for the power of International Forces to as of now the contest hasnt been resolved. And until we get some clarify, i think we have a hard time breaking up or down from these legals. Lets go to jonathan in illinois. Jonath jonathan . Caller hi. I want to say first hi and my mom june, happy birthday. My call is about taser and the previous taser is now axon. I want to know your thoughts about this. Im looking at a year chart here, and the year chart looks like desending highs and im not liking it. I think rick smith is doing a good job, i know its a controversial stock and it hasnt done much. So you have to have events to really get going, and it doesnt have any right now. I dont want to leave it, i think its got a good product. I want to go to alex in georgia. Alex . Caller mr. Cramer, booyah. I have on interest in the Company Called lending club and given last years events and current Market Conditions with respect to online lenders, i would like to get your thoughts. I think its too speculative for me. So far its not bad. But its not public. I think this group is too checkered. And we have enough problems on like a bank of america that we dont need to go down to this level. Mark in maryland, marc . Caller im 30 years old, i have about a five to ten year outlook on what im looking for on my portfolio. Im looking for one of the major growths in tech, like internet and mobile and stuff. And i was thinking about sky works. Is there a better play . The only thing that could be better is broadcom. Avgo. I would take that after the incredible run that broadcom had. How about going to jerry in north carolina. Jerry . Caller hi, jim. I like stability and dividenddi. Ge has been running well, but late i its been dropping in price. I hate to say this, but its a good yes, i would never have liked to have said that in this age its a good question, but the cash flow was not good in the First Quarter, they must show strong cash flow in the Second Quarter before i will say dont worry about it. My travel trust owns it and i do worry about it. Because i need to see that cash flow, you cant have negative cash flow and have that kind of dividends. This is the most half full, half empty moment we have seen in ages. But i this this mosaic is temporary. Ill take it behind the coast of a 20 point swing between last nights close and this mornings bell. You know i love facebook, amazon, netflix and google. But theres a stock overseas thats been outperforming these winners. And the company has been hitting the road since 1985. Im checking out one of the nations biggest truckers. So stay with cramer. shouting more power tools. More power suits. shouting more power. Chords. With customized Loyalty Programs and datadriven insights, Synchrony Financial can help bring more. Power to your business. Your insurance on time. Tap one little bumper, and up go your rates. What good is having insurance if you get punished for using it . News flash nobodys perfect. For drivers with accident forgiveness, Liberty Mutual wont raise your rates due to your first accident. Switch and you could save 509 on auto insurance. Call for a free quote today. Liberty stands with you™ Liberty Mutual insurance. How do you tell the difference between a powerful longterm secular trend with real staying power and a shortterm boom thats eventually going to go bust. This is a question we need to ask whenever a particular group really catches fire. Like the video game stocks have ignited in most recent months. I have told you repeatedly that i think the Game Developers are riding a powerful wave, the rise of a stay at home economy. These days aside from going to work, you never need to leave the comfort of your couch, unless you want to, at least. You can order anything from the comfort of your couch. Younger people spend their time messing around on facebook or instagram or playing insanely addictive video games that can have a social component of their own. Coupled with increasingly fabulous games powered by, yes, nvidia, and graphics chips have made the Gaming Sector really the best in show, Electronic Arts, activision, has seen their stocks go up 47 , including a 5. 5 gain today alone, thanks to the phenomenal numbers that the Company Reported just this morning. These are some colossal moves, the question is are they sustainable . The big reason behind the run in the gaming stocks is that all three companies have reported excellent results, all three companies are taking advantage of the connectivity revolution. Theyre cutting out the middle man by selling the games on the web through your xbox. And theyre finding more and more ways to get your money via subscriptions and downloadable content. And theres the wild outbreak of sports where people play gamed in packed stadiums and i think buying a new sports team could be a home run. In short, business is good. A company like activision doesnt polevault up simply on the numbers alone. Money managers have figured out the gaming theme, and they have been embracing this en masse. As long as mutual funds keep buying, they can keep climbing. And whats the best way to measure how these stocks are going to do . We are going off the charts with bob langua, who has a threeman allstar in stocks. Why dont we start with the daily chart of Electronic Arts. The laggard of the group. Given that its up only 30 in six months, laggard is a relative term. Flying from 96 to 108 in the same day. However lang thinks that ea could be the next to go higher, the relative strength index, or rsi, which we know is an importa important volume has been tremendous. When a stock roars in heavy volume, it means the move the telling the truth because the big institutions are buying hand over first. Let me look at this chicken money flow. Thats an oscillator down at the bottom, this is a tool that measures buying and selling pressure in a stock. And when it comes to ea, lang says its been on fire since february. Once this stock finishes digesting the recent gain right here, lang believes it could make its way from 109 to 120. Les take a look at activision. The stock traded sideways for a few weeks before running its magnificent move higher. There were people questioning whether it was actually any good or not. They were fools. Once again, lang sees signs of buying from investors in particular, look at this, nice ramp, that oscillator has been smoking hot nearly all year. Activision had a shallow pull back last wednesday, with the rest of the market. When i say you need a market wide selloff. This stock was not going to be brought down by anything involving washington. You had the jump on that buying opportunity, because the stock came roaring back in short order. Lang believes that will embolden the big boys to take a dip. Activision has a floor of support, at its 20day, the green line, which is currently at about 54, nearly four bucks up from where the stock was trading, that level held during last weeks heavy selloff. Given activisions incredible strength, who knows if youre even going to get that level of pull back. This is a stock that you need to pray for more craziness in the white house, or from the market, whoever you think is crazy, that pulls do you know the whole market, thats where youre going to get a good entry point. Lets go to taketwo interactive. This Company Announced its most highly anticipated games will be delayed until next april, which many of my gaming friends are disappointed about because it would have been a great game. But then the Company Reported an excellent quarter this morning and the stock just took off and did not look back. Look at this, this is special, had to like break form and put that up there because it was so amazing. What does lang think of taketwos chart . It spent most of the spring going sideways, it bounced off its 50day moving average and since then its rallied a quick 14 bucks. In the giant institution Money Managers cant get enough of. Now when the market sold off over the whole comeyrussiatrump thing, take two seemed to lose its momentum. It set up a bullish flag pattern, which typically means its got room to run. Lang think this is one could easily make its way up to 85, up 12 bucks from where its trading, i think this actually makes sense. I think take twos grant theft auto are worth the entire 7 billion market cap here. Im thinking you get the lesser stuff for free. I have been dead right on this so dont give me trouble. The video game names are hot for very good reason. I like Electronic Arts like ea and activision. The strength of this stock depends on the willingness of the big boys to keep buying. All three of the pure playing Video Game Companies have room to run. Plenty more mad money ahead, including china five tech stocks that have outperformed the almightily fang. Same time President Donald Trump was welcoming 18 wheelers on to the white house lawn. The Political Support translate to profit . And dont you love putting on that old pair of pants and findinging 5 bucks in the pocket. Alphabet may have found a cool 70 billion in its pocket. Ill explain. Stay with cramer. So far 2017 has been a good year for stocks in general, but its been an especially good year for the tech titans, fang. The fang stocks are up anywhere from 21 to 29 , considering its not even been five whole months. Theres a separate group of similar stocks that have done even better. Im talking about the Major ChineseInternet Companies that have been trading here in the u. S. That you have been asking me about all the time. Allibaba up 40 . And webo up 90 . Yep. Chinas fang, or maybe we should call them the red fanb. They have averaged 50 on average for 2017. How much do these fast growing American Companies have in common with their american counterparts, and are any of them worthy of buying or are they too risky to invest in. Well start with alibaba. Which is the amazon of china. Alibaba has a growing cloud business, this company is essentially the human face of chinas digital cultural revolution, led by its founder and chairman jack ma who is as humble as he is bill lant. All allibaba opened up at 98 and change. Were pulling back to just under 94 bucks. However it quickly fell out of favor, alibaba pulled out of the 50s at the end of 2015. That was a fabulous buying opportunity. Next up theres baidu, who is the unchallenged king of chinese search. In retrospect, that was not a great business decision for alphab alphabet, but there are more important things that profit and loss. China is the Largest Company in the world and its got the largest population of Internet Companies. As the china expand their webbed infrastructure, all these companies should be able to keep growing pretty darn rapidly. Just like here in the u. S. , mobile has been exploding in china. It now makes up over 60 of the companys sales. Now theyre expanding beyond china. B ark baidu has been the worst performer. Even if it would, it would be an uphill battle. Because nobody wants to have to compete against those guys. How about jd. Com. Its the Largest Online retailer in the prc, whereas alibaba linked up buyers and sellers and takes a fee. From 2015 to 2016, the gmv increased by 40 . While jds stock has been a wild trader since the nasdaq debut three years ago, it just reached a new alltime high before the stock pulled back to 40 and change. What about facebook . The best analog is probably 10 cent holdings. Thats a web based conglomerate including social networks, payment and information among others. Just on the social side, they have two messaging platforms that reach 800 million users. Of course 10 cent is also the chinese paypal and is the distributor of all kinds of visual media. Thats just scratching the surface. While 10 cent is a very big deal in china, its not really listed here, these over the counter names are generally too risky to recommend on the show. Finally, there es webo. Its up 7 year over year. Now think about webo if this stock had been a total jawinger not, down 4 bucks off the lows of last year, just 77 as of today, thats a sixfold increase. In fact the darn thing has nearly doubled just since the beginning of 2015. The Company Reported a completely blowout quarter, i mention all these chinese internet plays because last week my colleague at thestreet. Com art johnson explained how some of these companies started behaving like our fang names. The market is periodically willing to forgive them for spending a fortune in order to grow. What johnson noted is that al y alibaba and 10 cent have been getting the fang treatment. As long as their revenue continues to grow really quickly. And i think thats the reason these stocks have been so hot. Their numbers are simply astounding. Alibaba delivered 60 sales growth in its First Quarter. And its Cloud Service more than doubled. 10 cent is killing it in gaming, they actually own legal legends, which is one of the most popular games here in the u. S. And its invested heavily to take over the video space too. Its like a profitable version of amazon on steroids. Weibo reported a gain on tuesday. So we think of communist fang analogy makes a lot of sense, even though try as we will, we could not come up with a clever acronym for these client behemoths. They carry a whole host of additional risks that we dont need to deal with in america. We have really strong securities regulation, china not so much. We have rigorous accounting standards, chinas notoriously opaque, but they have treated accounting fraud as a capital crime, so at least that tends to deter some. What really makes me nervous about these red internet plays is that they run way too much. I wish i had recommended the chinese banks six months ago, but i didnt. And my experience tells me its difficult to chase. Even after its remarkable month,s cheap. A stock that i have liked ever since interviewing the manager. Which brings me to the bottom line, sure red fang, jd. Com, alibaba. Weibo, bidu and 10 cent, have all caught fire lightly. While these are some tremendous growth stories, the only one i feel comfortable recommending at this point is alibaba. The others have a lot going for them burks i dont know if theyre worth the risk at these prices. Lower, though, and i might just get behind them. J. J. In vermont. J. J. . Caller hi, thanks for taking my call. Quick question, i have facebook and i also have a Company Called wide y socialsocial yy which like a good social media company. We chose not to buy yy but along the way, we realize its a good onetwo, if you want to take the risk. And only alibaba. Only alibaba i feel is not speculative. Lets go to ernie in illinois. Caller jim cramer, how are you . My question is in the tesla motors. Tesla motors has been killing it with the land rover, jaguar and such a very diversified company. Land other and jaguar are on fire, especially with their research on electric cars. I mean their dividend is not as good as, for example ford, but tesla motors has had some huge way to go on their stock. Im not a fan of any of the auto stocks. This is be like fiat chrysler, i would take advantage of that dip today. But just so you know that the Auto Industry is challenged bier technology, not by sales. The Chinese Companies are all on fire, i can only bless alibaba as an investment. But jd. Com and weibo have a lot goes for them. My sit down with trucker snyder international. And how alphabet may have just found the 70 billion company hiding within its own operations. But first, im taking rapid fire in tonights edition of the lightning round. My business was built with passion. But i keep it growing by making every dollar count. Thats why i have the spark cash card from capital one. With it, i earn unlimited 2 cash back on all of my purchasing. And that unlimited 2 cash back from spark means thousands of dollars each year going back into my business. Which adds fuel to my bottom line. Whats in your wallet . Its your glass of willpower that helps keep cravings. Far, far away. Feel less hungry with the natural fiber in clinically. Proven meta appetite control. From metamucil. You wont see these folks they have businesses to run. They have passions to pursue. How do they avoid trips to the post office . Stamps. Com mail letters, ship packages, all the services of the post office right on your computer. Get a 4 week trial, plus 100 in extras including postage and a digital scale. Go to stamps. Com tv and never go to the post office again. Schnieder national has been on the market since 1985. This purveyorer of big rigs wants to find you clear skies and the open road. Is there enough tread on their tires to navigate light in the stock market . Most American Company also keep on keeping on regardless of what happens in congress. But every now and then youll find an industry that could be impacted either way positively or negatively by our politics. Trump had some schnieder executives to the white house. While things have gotten prate crazy for donald trump in the last couple of weeks, but this is an industry that trump spent his whole campaign sup importantlying. Although the prospect in the trade seems kind of unlikely. Consider schnieder international, the Transportation Logistics company that just came into play last april. They expect some industry weakness near temprm, but they y theres going to be an improving market in the second half. So we welcome the president and ceo of schnieder national. I Love Companies that have been around for a while, as opposed to companies that were just created a few years ago. In the 82 years we have been private and were going to see what we can do to flex our muscles in this market. I think this is an industry that has, well, i want to ask you, there have been a lot of rules and a lot of regulations about trucking. Are some of them you think going too far and they can be rolled back without any issue about safety . I think what the industry is fighting through is this issue of hours of service. I think whats more important is to land someplace and live with it. Because the change is highly disruptive in terms of what you have to do with your systems, how to get the drivers to understand how to manage their work life. So i would argue that we might have gotten to different ones in a different way, but i think we should stay what we got and learn to live with it. Hopefully the white house understands what you mean . Yeah, i think they do, i think theres some debate, theres some things that are being litigated, but it will get reso resolved. Whats important is that it gets to the right place. I think what people dont realize is that the trucking business has become heavily digitized. And what youre doing is remarkable, just in terms of its quest division. The challenge with the industry is that there arent many barriers to entry. And scale, there isnt many advantages of scale. Some insist we can take optimizization and squeeze out those advantages. Thats what this quest platform did, so that we can essentially be the money ball of trucking. People that arent familiar with money ball, describe what that means. When the oakland as adopted this different way of thinking about putting a team on the field and then running that team on the field, it was still baseball, this is still trucking, but the challenge is at scale is to really take a systems view of whats going on, because theres so many things that happen. Its not just a pickup and delivery. Its what happens with the pickup and what happens with the delivery and a lot of things that happen in the middle. And these markets that we take into are very volatile. How have you been able to use data in ecommerce . We apply the same thing of things there. Its changing how product flows and whether youre a brick and Mortar Company who is now trying to respond to the people in seattle who have had a real disruptive effect, but its changing how things flow. Some of that final mile to the consumer is coming out of the back of the store, which doesnt affect us. But some of it is going through Fulfillment Centers which changes the flow of goods, and well see how that plays out over time. But its also created this hard to handle area like furniture and carpet and flooring and some of these kinds of things, a real opportunity for a companilike ours, which we have done through acquisition to ensure were able to play in that. I was quite hard, and i know that you said this first half was a little weakness, but you are saying there could be price improvements. We keep saying everyone ask hoping it will get better. We also say that hope doesnt fill our trailers. But what is going on is the industrys got a regulation which is mandated to come into play in december. And just the fact that thats out there is creating some concern, that concern translate to a little bit in the hardening in the pricing that we have seen because the supplydemand situation isnt radically different, but people always need too look forward. And theoretically, you dont need driverless trucks yet. We dont have driverless trucks yet and im not sure that people are ready to have a huge Truck Driving right beside them on the highway without a driver. Im not sure of that either. Now that fedex has helped us simplify our ecommerce, we could focus on bigger issues, like our passive aggressive environment. Were not passive aggressive. Hey, hey, hey, there are no bad suggestions here. No matter how lame they are. Well said, ann. Ive always admired how you just say whats in your head, without thinking. Very brave. Good point ted. Youre living proof that looks arent everything. Thank you. Welcome. So, fedex helped simplify our ecommerce business and this is not a passive aggressive environment. I just wanted to say, you guys are doing a great job. Whats that supposed to mean . Fedex. Helping Small Business simplify ecommerce. It is time, its time for the lightning round. [ buzzer ] and then the lightning round is over. Are you ready, skeedaddy . Well go to steve in florida. Caller hey, first time, long time, man, great to be on the show. Ive got my girlfriend here, shes got a booyah from lima. I got a question for you, ebay, do we got room to run here . I think theyll correct course, i think its a good situation. Giani in california. Caller im looking at the Fastest Growing industry in the world which is defense and security. And i have been buying this Company Called leidos. Its a really good situation, im going to do a piece on it. Im big on General Dynamics right now, but thats a good company. Aaron in hawaii. Caller i wanted to ask you a quick question about shopify, shop. We like it, we have been recommending it. Mar maria in maryland. Caller yes, this is maria. Whats your stock, maria . Caller epc. Heepsilon is good. I like the growth, its fine for people who want income. Bob in indiana, bob . Caller greetings are cramer, from the northwest corner of indiana. My question today is on dsl, carlyle company. I did a lot of work on carlyle when it was in the 80s. The stock went up and then has come back down, that is a perfect industrial for this moment. Lets go to dennis in florida. Caller booyah, from florida, jim. Is it a good time to acquire some Community Health systems . Too risky for this guy. Im going to say no, i dont want you there, too risky. And that, ladies and gentlemen, is the conclusion of the lightning round. Whats with the dogsized horse . M crazy stressed trying to figure out this complex trade so i brought in my comfort pony, warren, to help me deal. Isnt that right warren . Well, you could get support from thinkorswims inapp chat. It lets you chat and share your screen directly with a live person right from the app, so you dont need a comfort pony. Oh, so what about my motivational meerkat . Inapp chat on thinkorswim. Only at td ameritrade. Better than a manual, and my hygienist says it does. But. Theyre not all the same. Turns out, theyre really. Different. Who knew . I had no idea. So, she said look for. One thats shaped like a dental tool with a round. Brush head. Go pro with oralb. Oralbs rounded brush head surrounds each tooth to. Gently remove more plaque and. Oralb crossaction is clinically proven to. Remove more plaque than sonicare diamondclean. My mouth feels so clean. Ill only use an oralb the 1 brand used by dentists worldwide. Oralb. Brush like a pro. Are Driverless Cars and driverless trucks a world away . Or are they just around the corner . All i can tell you is that if you read this mornings recommendation of alphabet, formerly known as google, on the strength of its waymo addition, youll be on a 12 boost when it gets recognized for what it is. The best hope for Driverless Cars in the world. The approximate cause for this push, waymo gives the company more access to miles driven. Which is the key metrics supporting waymos case. The way you measure the strength of your autonomous driving initiative, is that the car vienne needs to be engaged by an actual hue man. The companys numbers are in evidence right on the companys website, you can google it. That means waymo can be the prototype for all manufacturers. What about the switzer land, a neutral arms dealer that deals with everybody. Now i love this report from morgan stanley, but i also take issue with one element of it. It might spin waymo off into a separate company. The total market for Autonomous Vehicles is so much bigger than the Search Market is. Search is way too dependent on fi advertising. On the other hand, Autonomous Cars have several powerful secular tail winds, one theres a shortage of drivers for all good right now, and youre much safer with a robot driver than a real one. Now the big concern is that when Autonomous Cars have an accident, it sets back the whole industry, because people become so skeptical about the underlying technology. The skeptics have clearly never been in one of them as i v becau because i would be soliciting the ought on the mos even if it does develop its own chip systems, having found that others were too expensive, which is the case, i point out the company with the best technology here is mobile line, which has big intel. Mobile i h that could change now under intels ownership. Alphabet has not gotten the respect it deserves for waymo. And as people recognize how close we are to real Driverless Cars, i bet the stock goes even higher. Stick with cramer. Think of eveg intels doing right now with artificial intelligence. And pretty soon ai is going to help executives like her see trends to stay ahead of her competition. No more sleepless nights. Were going to be friends im sorry about this. Dont be embarrassed of me, jim. Im getting excited about this we know the future. Were going to be friends because were building it. Were not talking about e sports and how incredible they are. People going to stadiums and just watching other people play. That is a theme in itself that is going to dekeep this going. Im jim cramer and ill see you tomorrow. Welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. If they hear a great idea, theyll invest their own money or fight each other for a deal. This is shark tank. Who believes she has a new and improved version of a ubiquitous product. Hi, sharks. My name is ivori tennelle, from irvine, california,