Populating wall street are a bunch of weather man everyday you hear the forecast today the dow slipped some points nasdaq declined 1. 2 it is enough to make you take a meteorologist course to see which way the wind blows seems like both ways blowing at the same time. The tail wind dies and the market goes right back down again. You dont care about todays weather, what good is that for you on the forecast . It is easier said than done. How do you navigate your way through the confusing markets. Starting with the winds from the vaccine. We know it is a huge tail wind for the economy. Once people are vaccinated, we can open everything back to normal and more restaurants and retailers will make it and there will be more jubilation. The jubilation that kohls got underneath its stocks and malls can reopen and troubled retailers can be able to shooure and macys the younger robin hood traders are betting heavily on the cruise line, between the vaccine and soon enough well be able to take a cruise again. There was tremendous tail wind then there is air travel can you imagine the vaccine gets produced right around the faa approves boeing redesigned 737 and Biden Administration starts making nice with china and generating aerospace in the industry suddenly even Something Like General Electric well have a divided government come january under trump we had four years of drill. In fact, they just moved oil in the National Wildlife refuge can you imagine breaking the news to the kids, hey kids, i am home we wiped down a bunch of endangered species today including some adorable polar bears though dont worry, it is for a good cause. Fossil fuels even you want to take a mercenary attitude for the environment. Lets get back on track. You got all these restaurants and retailers and Aerospace Company that benefited from the vaccine. It is a head wind. You saw regardless today with home depot and walmart these were some of the best numbers that i have seen home depot put up a 24 number, i have never seen anything like that never. Walmart and u. S. Ecommerce, both stocks got annihilated today. The only way it could put up Great Results is we are still stuck inside next year and renovating our homes and ordering all stuff from walmart. Thanks to pfizer and moderna, you take away the economy, these two stories becoming less attractive maybe some of us will be never going back to a brick and mortar store again. People love to shop. Once the vaccines are everywhere, maybe that changes the incentives but, well, we need more tools. We have more and how about lumber and flooring. There is only so many times you can remodel, right the same goes for amazon the only reason their stocks did not get hammered because they disrupt the entire drugstore Business Today it did 450 points in todays highs. We realized the vaccine is a head wind. The vaccine is not the only reasons we are dealing with here this moment the pandemic is raging worse than ever we wont see massive distribution of vaccines until the Second Quarter of next year. What does it mean for the stock market if we get six more months of covid, thats tail wind for tech company. Whos most special when your workers are up for remote locations. We heard from palo alto, he told us solid remote work are red hot. That could be useful there is a reason palo alto ral rallied and 20 points run yesterday. The positive connection did indeed lift the whole segment. Even as i agree with the ceo, the best is palo alto. I am talking about the possibility of a stimulus bill i dont think it is likely but if congress can come up with a compromise, that would allow everyone to win. Thatll be fear of missing out if that happens. We have money to keep shopping at walmart or costco we keep remodelling with home depot, we would not fear a recession despite the aggregate retail sales we saw. We would be able to justify the threeday magnificent run of the russell 2,000. I am not super optimistic on the stimulus fund. The bottom line, instead of that sunshine, we have variable winds and sometimes two different kinds even in the same session where the push and pull these weather systems create highly paid wall street weather man masquerading as analysts lets go to ketan in washington. Booyah, jim, i am a big time of the show, i have a question on alibaba it is 257 now. Do you think it reaches its bottom and it is a good time to buy or may it go down . I got to tell you, a lot of this is because of president xi is trying to teach them a lesson i agree that you can start buying from here tl there is a fly or something. I think you can start buying this is the only company as we saidthis morning that as true american financials. I am okay with alibaba it is a communist Party Teaching them a lesson but it is going on too long nate in pennsylvania booyah, jim booyah. Keurig, dr. Pepper. There are a lot of customers out there thatll continue to enjoy coffee at home especially with Dunkin Donuts announcing closing 8 of stores the next 12 months i see keurig of 34 increase of sales. It is the same story over the past years what do you got, jim they did a gigantic offering at 28. 45 cents and 60 million shares it was a shareholder i am completely agreeing with you. This stock has been knocked down everyone knew that offering is happening. The market held, this stock is a buy. I was looking at the travel trust. I think you got a really great idea okay, look, it is a confusing mo moment well figure more out. Mad money tonight. I am focus ong und under the rao covid vaccines i spotted a group big institutions buying big names. Can the move of equipment stock continues . I am going off the charts. Yes, one of your fames all electric cars are rolling in and selling out. I am going to talk to the ceo of the demand he sees and whether the company can deliver. Stay with cramer dont miss a second of mad money. Follow jim cramer on twitter, have a question . Tweet cramer, madtweets send jim an email to madmoney. Cnbc. Com, or give us a call at 1800743cnbc miss something head to madmoney. Cnbc. Com. For over 30 years, lexus has been celebrating driveway moments. Heres to one more, the lexus december to remember sales event. Lease the 2021 rx 350 for 419 a month for 36 months and well make your first months payment. Experience amazing at your lexus dealer. To help you build a flexible wealth plan. Youll have access to taxsmart investing strategies, and with brokerage accounts online trades are commission free. Personalized advice. Unmatched value. At fidelity, you can have both. And it significantly helped me lower the amount of interest i was paying. Sofi helped me pay off 23,000 of credit card debt. And i just couldnt have done it without them. Sofi helped me pay off 23,000 its time you make the rules. So join the 2 Million People who have switched to xfinity mobile. You can choose from the latest phones or bring your own device and choose the amount of data thats right for you to save even more. And youll get 5g at no extra cost. All on the most reliable network. So choose a data option thats right for you. Get 5g included and save up to 400 dollars a year on the network rated 1 in customer satisfaction. Its your wireless. Your rules. Only with xfinity mobile. We can start hunting for high quality stocks that got slammed, maybe because the market misjudged the results earnings came in better than expected sales the stock got hit hard 8 the next few days rockwell gave us a tremendous guidance next year theyre talking about making 85 per share. Some of that is because the stock had run going into the quarter. It is reinventing itself thats something we have to focus on the chairman of ceo of Rockwell Automation welcome to mad money mr. Grant. Great to be here, jim you did an acquisition today. I think it is emblematic of what i call the new Rockwell Automation explain it to viewer so they dont think it is some old line metal bender i tell you, jim, the acquisition today is an exciting one. It expands the gap thats traditionally existed between manually in our peace stroke data and Realtime Data thats coming from the equipment itself to help take maintenance and automation to a whole new level. Now i know for speaking to Chuck Robinson today that he thinks you are a great partner of his there are things going on with operation industry 4. 0 thats rather amazing most people dont know it is going on we are taking manufacturing to a whole new level we are taking the Operational Technology and know how whats existed on the plant floor for so many years. We are marrying that with i. T. Technology and bringing it together and unlocking a whole new level of productivity across the industry that we serve it came up several times what you are doing with johnson and johnsons with supply chain and the covid19 vaccine we are involved with all of the manufactures who are working on the treatments and the test and vaccines around the world for the virus and we are really helping them and helping the world to recover we are involved in the formation and the packaging and the tracing and you obviously have to do this at unbelievable scale to be able to meet the need. Not Many Companies can handle that and also that organic Navy Contract you get you are getting huge contracts right now. The Navy Contract was the single largest order that we have ever received a special form of Motion Control thats notonly in this application but ecommerce and packa packaging and even in automotive i have been doing a lot of resurrecti resurrection you are doing an old mitsubushi plan in illinois this is a great story we are helping an old plant down there in illinois. Theyll be producing the worlds first fully electric pickup truck and theyll be producing electric suv in that plant thats important because i am in the q and i am going to be getting one of those suvs when it comes off the line next year. They have a powerful partner, right . This is not some start up. This is not a start up but they got some strong investors because they really like the innovation thats put into these vehicles one of the things i am trying to figure out is how saudi and dell came into play with you we had a partnership for a long time and certainly used a lot of microsoft products but to be able to take your offering and have a version of it available as its service and cloud native and we partnered with microsoft and azure platform so we are less than a year in and we are getting ready to start releasing products now the one thing i dont want to do is giving people impression that you are back in i thought oil and gas starting to go up, maybe because well not be drooling much is that a business we need to be worried about. Do we have to see if oil going to 35 whether Rockwell Automation is there . Oil and gas remain a big part of the Automation Market while it is tough for everybody for oil and gas right now. I like our position. We are focused on reducing the break even cost to produce a barrel of oil from an existing well it is not from the drill account, putting new holes on the ground, it is about making existing wells and assets and efficient as possible. Using application tools to be able to add additional analytics to existing processes and make them work better that may be held a premium which you thought a spent oil field is producing so much oil than we thought. Thats right. Do we have to worry about any implications, the president may not have been committed to reassuring as president trump. Do you care much about whos in the white house in terms of Rockwell Automations numbers . You know we really advocate for policies more than we do with individual candidates it was encouraging to see that both candidates talked a lot about the importance of American Manufacturing thats really right at the vital core of the u. S. Economy so we are confident that president elect will come in and remember how important it is to support the policies and the Work Force Development and most importantly the innovation that continues to drive the American Manufacturing economy. We sure hope so it is a policy thats working. What a great come back story those cant be possible without refurbishing those robots. I want to thank you the chairman and kate snow of rockwell, rok mad money will be back hi, my name is sam davis and im going to tell you about exciting plans available to anyone with medicare. Many plans provide broad coverage and still may save you money on monthly premiums and Prescription Drugs. With original medicare youre covered for hospital stays and Doctor Office visits, but you have to meet a deductible for each and then, youre still responsible for 20 percent of the cost. Next, lets look at a Medicare Supplement plan. 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You get all this for as low as a zero dollar monthly plan premium in many areas, and your doctor and hospital may already be a part of humanas large network. If you want the facts, call right now for the free decision guide from humana. There is no obligation, so call the number on your screen right now to see if your doctor is in our network, to find out if you can save on your prescriptions, and to get our free decision guide. Humana a more human way to healthcare. These are the frontlines and taiwan semis these are the jewels of what we have in this country these three companies. The chinese i think are going to come down on the hardest if we helicopt continue in what we are doing. You got to wonnder if their stok can maintain in this momentum. And we are right in conjunction of the election. What do we have to do . I am going to start, these charts are spectacular theyre unbelievable if you dont know about bob lang, you are missing out a lot. Lam research, lrcx, the last few weeks, this stock have surged from 330 to 430. Look at this move, will you . It is three weeks. It is far above from covid when it collapsed lam research, look at this, a break out. This is a textbook example of a bullish pattern. Later they pulled back to its 50day moving average. A short term measure of the stocks trajectory and rebounced like crazy lam is do for a temporary pull back it comes down to the 400 level it makes an incredible come back just like it bounced off to 50 days this pattern of the 50week is going to happen again except it will be up there after that pit stop, hes thinking of smooth sailing elli 500 bucks. Business can be really good. I hope that lam gives you that pull back. A week later, they brought out a 5 billion buyback. We know the china opportunity could be enormous. I like the stock at 7 bucks today. I like it more if it keeps falling. When it goes down 7, that intrigues us check out the daily chart. This thing surged 57 to 74 a tremendous power some of that is indeed the election i felt the election trove. I was on the call. The call was good. The election was better. It measures the level of buying. It is trending higher. Remember to a technician like a lie detector, a big move is untrust worthy most importantly, the stock pulled backup a bit rather than breaking down. As lang sees it, this is as 74 stock. It could be headed to 100 a share. This is good it is going to need change in the china policy their voice have great business in china semicondu semiconductor, look at lam Research Language note that is the stock pulls back to its 200 days, moving average and in september, back here and it rebounded dramatically another good sign the pattern goes all the way back to april. This is just a monster good chart. Langua look at the moving average or the bottom this is as powerful indicator, too. A bullish cross over right here. We have seen those before. It is a reliable pattern stocks going higher. Same time again we go to the cml. He thinks it is good news because it is far from being over bought, put it together, 242 stocks headed to 260 lang. Where i come down. I have loved these stocks. I just got impatient, i thought we made so much money. Tim martin comes in and hes just crushing it it is one of those bull markets regardless of how long it takes us to roll out a new vaccine it makes sense if the semiconductors have roared i would not surprise if they would do exactly what bob lang says Semiconductor Equipment names can give you a lot of upside especially lang. If hes right, this is the beginning of a new cycle if you look at the stock of micron, you may think that this move is i mplausible as it may be phil in ohio booyah. I like that whats going on . Ibm seems to be reinventing itself, and its dividend is at 5. 5 do you see it as a buy or hold or sale . I think it is a value stock waiting for something good to happen the last quarter was okay. Lets put it this way. If they have a great quarter, this stock is at 150 in a heartbeat. The downside is difficult given the fact they have such cash flow i dont think you will see 6 or 7 yield i want to go to debs in illinois yo, the man. Whats good mr. Cramer dynamite. Whats happen sng. Happening . It drops slightly today and increased about 50 over twoweek period. It got significantly lower debt and main maintaining profit. Teradyn is a Great Company and great cycle. The cycles seem to be changing for a bunch of different semiconductors because of demand a lot of that is 5g. Money keeps on rolling out of tech they hate tech what do they want . What are they going into you cant all go into the russell. I think the Semiconductor Capital equipment name is still a great place to be. The rotation out is a rotation back think of lam research. Those are terrific much more mad money is coming up including my interview with lordstown. I am going to talk to the ceo how he plans to keep up with demand what are you doing, it is as controversial name and it is going to go down tomorrow. I think it may be a buy. Of course, all your calls of tonights edition of the lightning round so stay with cramer prieright now the auto indu is on fire i want to circle back to one that recently became public. I am talking about Lordstown Motors it has soared to 25 theyre working on a fully electric pickup truck. It plans to start delivering next september they got 50,000 non buying reservations from commercial pick up truck fleet. It got a little morkeie competiv by the day how much more upside can this thing have mr. Burns, welcome to mad money. Thank you for having me you got a great story here. It is the Great American story between whats happening with lordstown and whats happening now. Why dont you tell us . We purchased a shutter gm plant in northeast ohio. It had been here for 53 years and shutdown kind of abruptly. A lot of pain in the area. We were able to purchase from gm and gm invested in us and helped us start it. They helped us get here quickly. We are in a race to bring this back to life and you know come out with the First Electric pickup truck in the United States give us the Value Proposition for the endurance. It is not exactly like every other pick up we have ever seen. We saw a commercial fleet thats our first customer. When you sell a fleet, we could not do what most ev companies are doing. So we had to come out on par with the gas trucks pricing and to do that we have to invent a drive train and that had to be reasonably price but we are often tough enough of what people expect of a modern pickup truck. They think we should be able to climb a wall if you think of a scooter, there is no motor with the chain on its back the motor is in the wheels so we have a large version of that we didnt just kind of make a pickup truck to compare to a ford 150 we feel it is better on every measure. It seems as if some of these orders, the 50,000 are from solid. These people are not going to be walking away, theyre committed. Yeah. All of them. Our average order size is 500 trucks at a time most of them are signed by the ceos of these large firms you have to plan all the charging and everything. Very serious order what is the relationship with General Motors because their investment was difficult for many of our viewers to understand but it seems symbolicallsomlid. They were dpoigoing to sell s some factory it migrated something much richer they came into the pipe with cash and all the things they did for us to help us start it up. Theyre one of the investors, longterm institutional Like Fidelity and blackrock they bring more than money they bring a great relationship. I want to go back to that price point. To me it seems aggressive. It is a brand new truck and it looks pretty cool and tino ii ks got a lot of excitement to it. How do you keep the price down like any battery electric vehicle, especially a truck that has a large battery. This was the biggest tesla battery. You got to control your battery pack everybody is familiar with the factory. We are billiuilds ourselves here you got to control that cost and quality. There are only four moving parts as opposed to thousands that are in a conventional fourwheel drive vehicle. Thats how we are able to do it. Lets say i buy one of these and i am a Small Business person, what do i do about charging or if there is a problem with my engine you are buying it for 45,000 instead of the 52,000. We get a 7,500 instant tax rebate if you are a small landscaper, you will be three chargers from us or at home depot. You can certainly fast charge it of any d. C. Charger out there like electrifier america and propagate these chargers all around if you are a large fleet and you got a big one, charging has not been a deter at all. We got ford coming in and obviously we got tesla coming in and i have got a truck in front of me thats looking darn good we got room for everybody . Everybody in america knows, number one and two and three best selling vehicles in america are pickup trucks. A lot of room. We picked a lane nobody else has this lane where we are building a truck for fleets, a full size. The tesla truck reinventing it into the cyber truck, you feel thats not a work truck per se the three coming out with electric trucks. Theyre a little conflicted. Theyre gasoline trucks so theyll be slower to mark. I dont think anybody is at our price point so we keep the price low. We want to keep on following lordstown. You are an amazing story it is about making things their that are better than anybody else steve burns, great to meet you, sir. Thank you, you too. Mad money is back after this break people greeting one another the same. The usual. The what you dont even have to say because they already know it. Your goto Small Businesses are relying on you to come back and shop small again. And again. And again. We know them. We love them. So lets go shop small. With american express. Lightning round is sponsored by t. D. Ameritrade it is time for t lightnihe g round. Are you ready larry in florida larry. Hi, jim first time caller, appreciate all you do thank you my question is exp holding. They recorded revenue at 100 and theyre expanding into india. Theyre currently at five countries. I got to look at it i got to find out more about it than i can i am sorry, i will get back to you. Lets go to diana in texas this is diana in san antonio, texas. I have a twopart question in september, snow flake was 250 per share. You are recommending holding off 90 days before buying. Your thoughts today, do we hold for the 90 days or buy todays price of 248 snow flake does not come in i thought the stock would come in so i dont know. I mean i guess you can buy some. I think it is unbelievable we have not gotten a break on this stock lets go to betsy in california. Betsy. Hey, jimmy. I am going to call you as b. C. Because i think of you as big cramer i want to bring you the attention of the stock called qrtea. Man, thats a ecommerce play again, i would like to do some homework on it so many ecommerce. I got to do some homework. Lets go to kreston in tennessee. Booyah wow 47yearsold, been trading since march and trying to get a handle on things ncse there are so Many Companies in that particular lower end part of Cyber Security i have to say no i am going to say no i dont think it is a good start. Lets go to brad in connecticut. Hey, jim. First time caller. Thanks for all the work you are doing every night. So my question is about are you okay . Facebook, i like. I got a lot of people in my twitter feed for liking me to have more people staying alive i thought that was a popular position a why is it done i dont think it is done you may not like what they did politically but it is not done it is a way for businesses to thrive i got to go to jermaine in arizona, please. Jermaine booyah, jim how are you doing . I am good not so bad. I want to say thank you, we have been watching your show for a long time. We definitely appreciate you giving us knowledge for our black kmooucommunity as well, to i have a question of lee auto. We see it has been growing exponenti exponentially. Li auto there are so many young investors who have every right to be able to speculate. Both of these are speculations you put a little money in them they are speculation these are way too risky. Younger people, i think it is a great idea they have gone up a lot. It may be the chinese tesla. And thats, ladies and gentlemen, in conclusion of the lightning round. The lightning round is sponsored by t. D. Ameritrade try natures bounty hair, skin and nails gummies. The number one brand to support beautiful hair, glowing skin, and healthy nails. And try advanced, now with two times more biotin. Having to defend yourself against the death star, i am talking about amazon which now decides to destroy the back of the drugstores, the pharmacy business they have been floating this idea for ages. It came as a shock to investors. This is some nasty wake up call if you are a member of amazon like i am, you will get the lowest price of Prescription Drugs. It seems a lot like the good rx which i would kill they can get you 40 off of expensive brand name medications. All right, devastating but, again, we kind of know it is coming. A couple of years ago, amazon acquired a drug company. Amazon gets a toll and they hit their competitors with a debt rate we are not the only one seeing this attack coming cvs have the same idea they gone Great Lengths to protect themselves amazon wants to get into pharmacy business. That means it is time diverse by the old drugstore model. Two years ago cvs did that when they acquired aetna. And company rolled out health hub letting you speak to an actual person. I know the thought actually having a conversation was not for the young people but a lot of us liked it you can go to cvs to get a darn vaccine. Does that mean you can buy cvs even if it dropped 8 today . Basically the same level of decline we see here. Normally i normally i would say forget about it there is no use betting against the death star they are doing something to make the stock much more attractive once a vaccine is distributed, tens and millions of people can go to the store to get their shots. Health club are a great plan we know the stores tend to do well when they are rolled out. You have to go back to almost 30 years to find valuations that are this slow. Cvs is a value stock sells for less than nine times earnings. You are being paid to wait as the aetna business keeps growing and health hubs are growing out nationwide i know you dont want to be patient but there is the story just ask the bookstores or the record stores. Of course i am really talking about my book, you can follow along. I didnt sell any at 72. Hey, maybe i am just well, maybe that was a mistake i am in it for the longterm i dont believe the former ceo merlo. This is a value stock. There is always something wrong with a value stock or it would not be so low to begin with. When it comes to cvs, i think the bad news is already baked in i would like to say there is always a bull market some where, i promise to find it just for you right here on mad money. I am jim cramer, see you the news with Shepard Smith starts now im Shepard Smith. On cnbc and this is the news just this morning i spoke with key leaders in congress. Troop withdrawal. A date set a pentagon official announced plans to reduce u. S. Military presence in afghanistan and iraq you cant run away from the data. Containing the virus. Two vaccines close to the finish line, others still in the works. The time line and the science that could save us from covid19 tminus 64 days until inauguration the president elect begins