Nasdaq finishing up 2. 56 . Sometimes stocks deserve to go up or nothing. It is critical to see stocks lev tate li levitat levitateli what they are doing here we are paying more for the same level of earnings or story, betting that someone else will take it off our hands for a price thats still higher. Some people calls it full theory multiple expansion is what we saw today. Wall street got hyped of the best of the best look at what led us higher start with apple and it is always fun to start with apple you follow apple, we all know they want your new phone tomorrow new iphones come out on the clock work and even 5g in it and we had to buy in it of course. That did not stop wed bush he points a step up for demand for components of larger version. We know that from marvel and sky Works Solution let me read you one lets say sn snippet. A super cycle, huh when you call something a super cycle, you have to catch somebodys attention i am superstitious of super cycle. We heard it right before the entire wall street crashed and burned Morgan Stanley called for a fracking super cycle so lets talk about a super cycle. That says i like apple and i think you should own it and not trade it people are going to buy it today and theyre going to sell it tomorrow because it did not go higher the bar is set so high there is a good chance apple will disappoint todays buyers talk about great expectations. Siri, will the stock go higher here is what i found. Then there is amazon which jumped 5 . Unless you live under a rock, you know tomorrow is amazon prime day, go figure that out. We are in a pandemic, we know there is going to be a ton of shopping why not wait thats not how john black tallyt these things he is expecting a demand surge i know it brings nothing new to the table because Everybody Knows this stuff already i think it is better to say nothing. Now the stock is worth ahead and it is harder for amazon to move up to the prime day hype you can see some is downgrading and doing something negative because of their let down by prime day. Thats the kind of stuff is that happens on wall street have you noticed the stock of google and facebook has been lagging morkeie competitors. Well Deutsche Bank knows this. He says he prefers google because it has been a lagger and even his facebook has big ecommer ecommerce. I was hoping that for once the expectation will be low enough to easily be beamed. Honestly, i am hoping the government will break up alphabet i think some of the parts are worth more than the whole. Waymo and health businesses, theyre all better off in stand alone companies. One of the few cases over sales that can benefit shareholders. Have you noticed how much of the heat die down since facebook became an ecommerce facilitator . I think it bought the company a ton of goodwill could be a small and medium size businesses i dont know about you, i was already hyped for facebook how about another piece by deutsche analyst taylor mcginnis, the check came back more missed on deal activities that made me nervous mcginnis says not to worry we can continue to weather the storm better than most of the sales and well remain bullish hey, i like microsoft, too does it matter the stock rallies 2. 2 i dont want to pick Deutsche Bank today the guy who likes facebook and google recommended twitter with a catchy phrase come fcomple fh me. It is written by sinatra i love sammy hunt but i would not expect for the song working into a piece of upgrade. Again, not wrong it is nice to see someone else acknowledged that. Now it is not all tech i read through the note as one of those pieces that says enough with the stock under performance. It gotten too cheap for the rest of the group after five years of relative under performance chl we think it is the time now to buy pep. Give me some of that performance. Me i dont want relative per tomorr performance. Todays rally is based on hopes and hypes, not new facts these prices are thin reads that make me wants to pull my horn. Thats when you need to get more cautious not more exuberant lets go to brad in california an early halloween booyah gunpoi got a hype line stock for you. 730 max. It is a nice drerivative of boeing spirit and nge, it is a nice speck. Lets go to dexter in california booyah, jimbo how do you like that . Family booyah, jim. We love your show. I got a question for you Everybody Needs money and with historically low borrowing rate, this Company Makes it simple and easy to apply it online or over the phone. I dont even work for the company. Whats your opinion on the lending tree i like trending tree. Doug came on the show and told us right i dmeneed to go to richard in florida. Whats going on i need your opinion on iri. It is a play in used cars i am in favor of the stock of siri okay, another day and another rally where stocks go up or nothing. That makes me a little more nervous than i normally. I like ideas and facts mad money tonight, forget ford verses ferrari, i am talking about ford verses ge new acronym alert. I am talking about the live plays. I will reveal the names. And former nfl grilled me. I got an exclusive of a 10 stock to see if it could be a slam dunk for you. Stay with cramer. Dont miss a second of mad money. Follow him on twitter, send an email to cnbc. Com or give us a call at 1800743cnbc. Missed something head to madmoneycnbc. Com think well make it in time . You may not expect the unexpected, but you can certainly take it all. The lexus es. Wow, this rain is bananas. Now available with awd. Lease the 2021 es 250 awd for 359 a month for 36 months. Experience amazing. At your lexus dealer. Before we talk about taxsaudreys expecting. New . Twins wed be closer to the twins. Change in plans. At fidelity, a change in plans is always part of the plan. Ford verses ferrari. It is ford verses General Electric obviously ford and gr are not competitors. They do have something in common i think the recent trajectory tells us a lot about this mark both are Great American companies that became longterm losers both started to show green shoots and making investors optimist optimistic both are be loved by the robin hood crowds. So tonight we are handicapping ford i do like both stocks here though only one can hit the sweet 10 first. It could be a close tie. Why do we care about this race of 10 bucks . A lot of professionals wont touch this because it is stoo risky. Once you cross 10, maybe these guys finally got their acts together with ge at 6 bucks in change and ford surges ahead. A 5 plus today, thanks to an unexpected upgrade in 2011, ford was 18. 75 i remember because we went out to see them. Since then it has been downhill. Stocks have nod traded since 2018 ford was the big automakers to emerge during the financial crisis without taking any bailout money the last decade has been a Financial Hardship th interest and taxes dropped to basically zero i can spend all night getting to what went wrong here ford spent years making the wrong types of cars. They kept on trying to sell small cars when america wants suvs second may be more important, Fords International business is terrible what a mess. Ford never figured out a good strategy for china and south america. A problem over and over again. As a result, fords motor had a rotating cast of chief executive, he saved the company from bankruptcy. The most recent one, jim hackett, got pushed out this past august. In march, ford borrowed 15 billion from two different credit lines since then the business started to turn around thanks to the pandemic, people are terrified of mass transit and car pooling. We are seeing a demand in autos. Jim farley, the new ceo, i think hes doing a great job he likes cars and trucks and he does not like to lose money. Fords Quarter Sales down just 9 this was their best quarter for pickup trucks since 2005 how about ge this is as tough one the climb of ge has taken for decades. It still had a 30 stop. Now it is below 7. Acquiring baker use and big player in the oil service, horrible financial deals that were made that nobody really understood either. It turned out ge written idiotic longterm but, it was not his mess he discovered more problems a larry culp, hes the ceo of gander by the beginning of this year, culp turned it around but then covid put the stop on hold since then the stock had a couple of rallies and the past few weeks it started moving up again. I do think this time is better air travel is slowly but surely. Contrary to popular opinion, very few people seemed to catch covid on planes and airports ventilates a ventilations are good and people wear masks put it simply, ge is a recovery play if you think well get a vaccine sooner or later, this stock may pass forward on friday, Goldman Sachs put out this really good piece where do they give a 10 theyre planning the gain, too which gave me the idea for this piece. I like ford verses ferrari ge is the best vaccine story who does win the race to 10 . Right now ford sells for ten times of next years earning assessment much cheaper than ge you can look at the other metrics but ge is much more expensive on a cash flow basis, too. Those who other metrics i also think it has a better story. Ge will come back eventually bufords automarket is coming back now right now theyre trying to make demands. Ford got more momentum and much closer to the finish line. I think both ford and General Electric are headed back to the double digits. One of these in your portfolio, i would go with ford stick with cramer. When we started carvana, they told us that selling cars 100 online wouldnt work. But we went to work. Building an experience that lets you shop over 17,000 cars from home. Creating a coast to Coast Network to deliver your car as soon as tomorrow. Recruiting an army of customer advocates to make your experience incredible. And putting you in control of the whole thing with powerful technology. Thats why weve become the nations Fastest Growing retailer. Because our customers love it. See for yourself, at carvana. Com. Another day where averages are rolling high covid trapping millions of us at home and making us afraid to shop for things in person. You will think retailers would be broke here, right wrong. The whole group got slammed when the pandemic first roll in but lately we are seeing comebacks, l brands, American Eagles outfitter and the gap. Who the heck would see that . Well, one guy did see it, matthew boss these things were some of the worst laggers in the market. Over the summer, boss realized all three of these retailers have become extremely cheap. L brand and American Eagle and gap all had something positive for them a strong concept that made him think they can maintain their market shares during this tough time while each of these stocks is worth since boss got it on the table, it got more room to run or else i would not be doing this piece l brands, thats Apparel Company with victorias secret they have been trying to sell victorias brand in late july, l brands pulled out. They gave us a Business Update the aggregate numbers were not great. Protecting 10 sales growth for the Second Quarter people are stuck at home plus, bath and body work was a solid access it does not hurt to be selling soap at a time people are washing themselves all the time. The next day, a bunch of analysts raised the price target, upgrading the stock and giving you a 32 price target. Bath and body works is the best brick and morter retailer. His Research Suggests theyre seeing 80 sales growth in store locations. Maybe l brands should break itself up because bath and body works on its own may do a fortune. Bath and body works delivered 87 sales. L brands did form a joint venture to spin off victorias secret stores. Yes, i know. Did we miss the bottom absolutely i like that upside the market does go down, gives you a chance to buy it and you are not just stuck with the closing price. Next is American Eagle outfit r outfitte outfitte outfitters they got aerie, thats their lifestyle brand for intimate aerie posted 20 for sales all this was before the pan dd c pandemic at the time the stock was at 11 in change. Boss gave it at 17 price. Thanks to this aerie brand he made a bet that American Eagle could soar and once again he got it right. Though the core of American Eagle brand was down, aeries sales went up to 22 i think the stock does not reflect this concept i like that call how about gap . This is a household name, right . Just like American Eagle, boss thinks gap got something special, in this case it is atheleta if you cant beat them, join them or at least copy them it is more complicated than that people dont need more businesscasual stuff. Comfortable stuff they can wear at home. Covid created a world where if you still have a job, you got more spending money because there is nothing to do people are spending those extra money on goods when the gap reported much better, ahleta sales went up businesses moved a ton of Merchandise Online all brick and Mortar Stores were cut in half. Now these ruthless store closures are good businesses and obviously they are terrible if you work there still these closures the reason boss upgraded gap from under to neutral. 20 gains since he included in mid august there is really only one thing you. Ed to know about the gap right now. At the beginning of the month, the Company Announced theyll be hiring and not firing an extra 50,000 people. All three stocks are still pretty cheap l brands sells for 14 times and American Eagle at 13 times and gap at 18 times but still reasonable the bottom line, matt boss is the best retail analyst. Hes the best on this, every step of the way. L brands and American Eagle and the gap, they all have more run to run lets go to john in utah chilly jim. Whats up i think you are chill, jim. I got a name for you on my radar. Bought it at 180 and sold it at 120. It has been halted to focus on the domestic business. Q 2 earnings and same store sales and profits. The company is doing a good job as we head into the holidays, there is a lot of question with the healthy price, ulta tell me why i like it shes a fabulous person she will come up with tragedies to serve the under served in this country who deserve and can afford great stuff i use ulta all the time. I went on their website. We are both big thing of ulta people matt boss is right l brands and American Eagle and the gap all has room to rise sports is back it is ait a touchdown for your portfolio . I will sit down with this 10 company robin hoohooder i am going to reveal it. And the lightning round, stay with cramer. As business moves forward, were all changing the way things get done. Like how we redefine collaboration. How we come up with new ways to serve our customers. And deliver our products. But no matter how things change, one thing never will. You can rely on the people and the network of at t. To help keep your business connected. Find a stock basedtech. On your interests or whats trending. Get realtime insights in your customized view of the market. Its smarter Trading Technology for smarter trading decisions. Fidelity. These are socalled blank check businesses they search for potential take over targets by now you can name a bunch of these. Draft kings came public. Virgin galactic. We learned playboy returned to the stock market every now and then there is one really compelling you have to bet on these spacs, you are basically betting on management. Meanwhile the chairman was on location before that the executive Vice President of the nfl a partner of goldman sach sachsachs sachs thats a heck of a resume lets hear it from mr. Grubman. I got a couple of great partners when i look at the orb in your documents, there is a lot of entertainment and sports. Must it be one of the others or are you looking for combinations lets talk about that it is sports and bentertainment and the technology and services thats associated with those verticals. If you draw the picture of all of the things that could be in it, it is pretty wide. It is business around what people do in their spare time and for fun or entertainment but all the things that enables them to do that so it could be directly into sports and entertainment or into enabling Technology Technology if thats the case, why not come public and say as a technology company, why did you pick spac . What it has to be is a good Public Company something that when we merge with it, people will recognize the attributes that make them want to own it it is simple as that it could be Something Else how is the fees compare to typical hedge fund the fees are high if you just look at this amount of money that spac raises if i raise just put it in simple terms. If i raise 100 bucks and did a deal for 100 bucks the fee for the people who did the deal with us would look very high as you know when these spacs are doing a deal, the thing thats raising it is 1,000 or 2,000 the amount of fees spread over the deal size is usually pretty small. When liuyou look at this, di you start by saying your partner, there is a lot of stuff for sales, we got to do something. I got some great ideas and if we had some money and spac, we can execute. It is the second one. I am not smart enough to know what market will be in six months or 18 months from now frankly i dont know what the market would be, i am smart enough to know about businesses that we can understand and i am smart enough along with my partner and with my investors to know what kind of company would make a good company. With those ideas and having a good understanding of what we are looking at, i thought it was good to bet on myself and john collins and those two fellows wanted to bet on themselves. And it went to hedge funds and you