Some may look at Tuesday's actions and think that the market is completely unreasonable-but not Jim Cramer.
Did it really punish Apple (NASDAQ: AAPL) stock after the best quarter ever? Should Twitter (NYSE: TWTR) have really been crushed and IBM (NYSE: IBM) driven to rally on a dividend boost? What the heck?!
"It's not that the market's stupid or unreasonable. It's just that it's prone to brain freezes and snap judgments," said the "Mad Money" host.
However, when Cramer took a look at the quick, dramatic judgments that rippled through the market Tuesday, he sees that they might not hold up in the long term.
First there was Twitter, which Cramer thinks could have more hard times ahead. He described its earnings release as one of the most bizarre, amateurish releases he has ever seen. Twitter was set to report after the bell on Tuesday. Somehow the information was leaked, and the market does not know how it happened. However, Cramer does know that the market hated it.
What the heck happened?
The company reported a much better than expected quarter, but then killed off all hope when it cut its forecast. This caused confusion, and sellers came out of the woodwork to get rid of the stock.
But then, when the numbers were released, Wall Street-Cramer included-figured out that they had been too optimistic about the stock. Cramer realized that the management was not able to execute; they couldn't even release their earnings right!
"I believe that Twitter remains a gold mine, and while I thought that these folks had figured out a way to mine it I was wrong. To mine the gold, Twitter has to figure out how to make it more accessible and while it is cool, cool is not translating."
With "Mad Money" in San Francisco this week, Cramer thought it important to touch base with a company that is in the epicenter of one of the most important technology trends of the era-Salesforce.com (NYSE: CRM)'s cloud innovation.
Not only is the stock up more than tenfold since Cramer first spoke with its CEO Marc Benioff in 2008, but it was also the fastest enterprise software company to reach $5 billion in annual sales.
"I bet it keeps growing like crazy," the "Mad Money" host said.
To find out what the secret ingredient to the success of Salesforce has been, Cramer sat down with Chairman and CEO Marc Benioff.
He explained that many executives are told all of the time to only think about shareholders and earnings per share.
"The reality is, if that's all I focused on, my company would be a disaster. The reason my company is successful is because I am focused on my stakeholders, not my shareholders," Benioff said.
If there is one CEO in the cellular industry who has Wall Street heads turning, Cramer thinks it is T-Mobile (NYSE: TMUS) CEO John Legere.
"You might think that in a company with tens of thousands of workers, one individual, even if he is the top guy, just can't make much of a difference. I'm telling you that view is dead wrong," the "Mad Money" host said.
Cramer has been following T-Mobile CEO John Legere, as he launched what Cramer describes as a one-man guerrilla war against the rest of the industry. He has done so by creating a mobile company that provides transparency with no long-term contracts, cheaper prices and better competition.
The "Mad Money" host spoke with John Legere, president and CEO of T-Mobile, on how his honest leadership style has helped the company trigger growth, including the introduction of "uncarrier" services. This eliminated the need for two-year contracts and overage charges; T-Mobile will even pay up to $650 per line to end a contract with a customer's current carrier.
"My business philosophy is listen to your employees, listen to your customers. Shut up and do what they tell you. And each of our uncarrier moves and the way I run my company is completely aligned with that," the CEO said
One of the hottest trends out there that Cramer sees right now is in cybersecurity. It seems these days there is always a new story about a big hack or data breach, and big companies are looking for ways to ramp up security to protect data.
Cramer considers Palo Alto Networks to be the best and fastest growing cybersecurity plays out there. The company reported a third straight quarter back in March of both revenue and billings growth, with earnings per share up 90 percent.
This stock may look expensive, but Cramer thinks it could have a lot more room to run. Cramer sat down with the company's chairman and CEO Mark McLaughlin, to discuss the growing importance of cybersecurity in a digital age.
"We're living in an age right now where everyone's very worried about this, as they should be. But the assumption is they're going to get in and there's nothing you can do about it. At Palo Alto and other folks, but we reject that premise and say that what we have to do is have a prevention oriented approach," McLaughlin said.
And while consumers are all excited about the Apple watch this week, Cramer took the time to remind us that some of the most lucrative areas within the tech sector have nothing to do with cool gadgets. In fact, they have more to do with making companies more efficient, like Workday.
Workday is a cloud-based provider of human capital management software. It encompasses the applications that a human resource department needs, along with financial management software, big data software and higher education platforms.
Can this cloud technology take Workday even higher? Cramer spoke with CEO Aneel Bhusri.
"If the first 10 years were about cloud, the next 10 years are going to be about leveraging the data that the companies have to make better decisions. I think we are well on that path, and in 10 years we'll look back and say cloud and data were meant to go like peanut butter and jelly, and these two areas produced better business results than the past has ever seen," Bhusri said.
In the lightning round, Cramer gave his take on a few caller favorite stocks:
Berkshire Hathaway, B shares: "That's another stock that we don't want to trade, we want to own it."
Phillip Morris: "Phillip Morris had a really good quarter. I'm still not going to recommend the stock. I'm not recommending tobacco stocks as a matter of principle these days."
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