Mad Money w/ Jim Cramer 11/19/24
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Hey, i'm cramer. Welcome the money. Welcome the cry amErica friends. I'm just trying to make a little money, my job, not just to entertain, but the educate.

I got to put this all perspective because is that crazy right now? So called me one, one hundred seven, three cbc, prevent. No one wants to say, hey, the marketing stamp is vlama. Putin might defend themselves with nuclear weapons now that ukraine's firing long range business to rush. But let do some dream time so you like to today, until we all start worrying about the prospect of world war three in total nuclear and IO lation.

If you make that morning and nothing happens, what you don't want, at least for the moment, you get what happens today with one hundred as trade shorted the market in the morning, betting on put and falling through the nuclear set, but then end of covering the buying back for shorts when nothing happened, explosion, when you get something, is worried, some as nuclear threat, investors turn causes. And what do they do? They buy treasuries.

U. S. Government paper is known as the quality. We have a bar of rates going up in this russian new concern direction of bonds as these flight to quality buyers drove bonds up and interest rates lower. The fast traders after know that when long rates go up, when you do, you're supposed to buy tech.

Now what doesn't matter those which are going down because people are reaching for treasury, that's of flight equality or because inflation is cool, you the fence about this IT doesn't matter as long as bond Prices rally and bond neels go down, it's actually like it's automatic that you're gonna buy time and that's what happened today. IT was tough. Take a break from the elless reaction, president and elect trump, even if insider wear ring about what president putin will do.

Oh, in next time news are threatened and you see a flight to quality, remember this. The highest quality is that make us in seven, because we knows six of them are doing well. We just got the reports.

It's the seventh in video that was the most critical. We don't get tomorrow. People are going way to see to the cause.

I mean, to be that just playing strange, we will find out how smarter done they are tomorrow at this point. But I consistent in video owit don't treat IT now IT wasn't just big tech to that recovered. If at a sea of red opening, there's a stock, a stock to captured the entire sight class of the moment today.

And that stock is not microsoft or or apple, or even having forbid, tesla. No, that stocks was the most prospect of all stocks. Walmart, walmart.

Now, this company had a student, is quoter one of the best i've ever seen? The secret is IT. The tremens growth in e commercial.

That helps is in turn, an advertising e covers from is that ever looked at IT? Is inflection possible as an attached to see there's a specific return on investment by advertising with walmart on their e commerce? No, though, the real reason walmart rule is that the company is roll back Prices along six thousand items, including three thousand in grocery, and they've converted nearly two thousand Price over the picture in the long term.

Price productions. And look on my kid. IT sounds like it's hope that sounds like IT makes us go there.

You will actually see they have roll that Prices almost got more food that's high quality under five box than anybody. I know what it's packing him in. If you work for people, good value.

What they do, only amazon in costco of the ability bring down Prices like a costco. I like walmart. Costco can do IT because they have a club.

Now it's just it's too costly for most every other retailer. Why is that? What happened to the luxury buyer? I think she's either gone or at the very least gone into hybernation.

Households are earning more than one hundred thousand dollars, made up seventy five percent of ball mark market share gains from the third quarter. That is simply extraordinary. North of a hundred thousand.

I've never seen nothing like a IT did happen to costco. IT did happen. There's a lot of beamers and costco lot, a lot of atta Mercedes.

But if these people were six figure incomes they are supposed to make can go to costco, but they are not supposed to job a warmer. To be fair though, I have the love shopping at walmart. I have three different walmart locations that I go to, and they're all very special.

They're all different. The Prices are saying, we, well, the power styles incredible and incredibly cheap. These walmart are so much Better than the old walmart, said he doesn't shock me too much.

If I look, if I want to regular shop at walmart, I guess I would be a thousand two that there are people who make north of one hundred thousand mart. Neither is my parson's daughter. I mean, my educated design parsons daughter likes to go to walmart with me, but there's something going on underneath something that's hurting every department store, every dollars or every mostar.

That's just there's not enough value. There just isn't. Do you just don't get IT other than walmart and costco and amazon?

I don't want to go political here, but this is something I am also kind of missed by. It's not mystified. I think that republicans sweep forces you to analyze. It's the impact on the market. I wouldn't do IT that was just like an s and were talking about politics.

It's the impact on the market that I care about to many people are going to walmart and costco and amazon because they can't really afford to go anywhere else. Yeah, they got Priced out. Prices have just going up too much.

It's hard to extrapolate the Price increases to the stocks because they were subtle LED. They took place over the multiple years. But let's do this.

Let's go over the number since twenty nine before code because I think these not only felt the democrats, they also explain my walmart, amazon and costco s sales keep going up. Almost everyone else disapointment why you need to buy one, if not two, three other stocks. Here they go.

Since december twenty, motor vehicle mainers and repair prizes, up thirty nine percent. Food away from home, up twenty cent. Food at home, up twenty seven percent housing, up twenty percent emissions.

The movie there's 2 household first Operations of twenty percent。 There is that's IT, that's the economy that the simply might only the big three value. Or in retail, there's just not enough money left after you spend IT on this stuff. Sure people, they pay for netflix, they like spotify, but they get that money by cutting the court of the kids, the cable scription when they go out to you. But they they are the eleven dollar offering from two.

And texas does not more than that because they know that represents value when you look at the motor vehicle main and repair number, you have to recognized that your auto insurance is build has to go higher too, because that is just costs more repair. When you see housing up twenty six percent, that means more to rates make any more expensive. And we do not know how to make them costs less than this country.

Cars have going up huge Price. And we can only conclude that the car copies of lost controlled their costs. They simply aren't.

And think with what's happening, maybe they just want to make more expensive cars, but not to make more money. There is a reason my carbon us up over three hundred thirty percent for the year. It's perceived to offer value with each use vehicles.

It's incredible how much scale you need if you want to be able to give people lower Prices. IT doesn't feel like close or home deepo will have been able to roll back the Prices for N G M. Can do IT lr.

And told can do IT but walmart, lots of rollbacks in every al costco. Nothing but rollbacks as they pressure name brand after name brand to lower Prices or get the hell out of our stores. And amazon, perhaps the best, or wouldn't have two hundred million employ members.

Is there anything more stark than the fact that the democrats shows to attack him on when IT is the greatest inflation fighter out there? So I was touch as painful. I do think republic is have to be careful today, john David rinne, walmart CFO, said his company may have to raise the Prices because of pending tears.

That would be a bitter pill for the american consumer. Now i'm going over these increases from twenty nineteen because I think they hold the key is so much of what's happening in the stock market, unless you can demons show that your Prices have come down, which is quite obvious ous. Any trip to walmart cosa or any pro of any page is on, particularly in an amazon prime special day, you won't be able to generate the kind of numbers that can send your stock car.

So let me give you the bottom mine of a really important theis that I am going to spend a lot of time on this year when I talk the retail, except I know the costley, ask me, is this a secure or secular trend? What we get over, what happened with inflation? A world stay with us, to which I say, I don't know bsb, I shop IT warmer named is on a customer, so I don't even know what they I can talk about let's got a gym floor.

a gym. Jimmy, chill, big, Sunny, less had told naples a bua to you moment.

That is one complicated bua that I will agree with. How can I help you?

I'd like to first all thank you and your staff for all the years of help. You given me um my questions on C V S um by cell or hold um i've wanted to buy IT for years, but i've held back. I know you would not recommend what range you to keep me out of that. I appreciate .

that this is a tough one. I think that David john is doing a very good job. I have to like to see the chairman to a Robert fair.

I do think that they have a lot of work to do. That's why sells is only ten times learnings. So what i'm going to do is do something that you we should only be doing playing bridge.

I'm going to take a pass and i'm going to do that because sometimes things are too hard and i'm not going to do that. This one is too hard. And thank you.

And I end the staff. Thank you. It's going to john also in florida. John.

the crew.

Bu.

I want to know you always taught me in a good mood. Your energy is.

do my best. Do my best. Got up at three thirty eight in the trainer comes over. Beat the heck out me and I said, you know, this is that I feel like I got the worst part, the hardest part of my day over with my five thirty to work .

five times the gone real. My question is about uber. Um that's probably one of my biggest holdings at these Prices. Seems like uh, it's taken ahead and .

test as a affecting IT somehow. Would you buy sell? I can't believe that we had to know.

We had one in cava, we have one in sweet Green, we have one in reddit. There's so hard to come back when you get them. You must move.

You don't be scared in this environment. If you're a retailer, you want to send your stock car, you have to demonstrated that your Prices have come down right now. We're seeing that only from walmart, costco and amazon.

A money rob donation like for the year. But could the induction be position maybe for a turnout on the hill? New paralyses, including video micro T, I like to see you and have the trump driven terrace impact the take ahead?

I'm actually putting up the history is part of what we just did the top the show. Take a, take you a look at what what happened last time and later i'm checking with a big one air vironment to hear with defense name stands in the current cheap with landscape. Remember, there are drone company inventions. What something that can be anti drone soup and not stabled cream?

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What's gonna for a rockall imation to get its stock to go here is make her of industrial automation machinery and sofa. So it's stocked jump more than nine percent of the day the election. But because a lot of us assume that trumps terrors would drive investment in omega manufacturing, reassuring sounds great in theory, but in practice, rocket automation become almost a year of disciplines and earnings.

Sure, after two days after the election, there were cup reported of the tough quarter. But this week, rock automation trying to change an air. There is an annual automation fair event in anheimer. It's pair with an investor day, meaning tomorrow. Before that though, they are, bring their pitch directly to create a so let's take a close look, break bread is the chairman and see you a rocket relation to be more welcome back to me, money.

Great to be here, jim.

okay. So like described as we see lots people got looking a lot different things behind you described to us what people are looking at.

So automation, fear is really a celebration of manufacturing that as the motives technology in american manufacturing, it's an opportunity for rockwell and our partners to showcase technology, hardware, software services that used in virtually every application across the land. In terms of manufacturer.

no. Are you are working, say, with invidia to do the digital twin, the verse of factory bills that he's that jenson on crops about?

absolutely. I'll be on stage with invidia tomorrow will be talking about our relationship, which at the centerpiece is really the way that are emulate 3d simulation software works in the on universe and the idea that for equipment manufacturers， for line builders across food, beverage, joda, motive, whole variety of industries, to be able to create a digital twin of the application, and we provide the bridge to the physical world.

Well, people understand that you can do a lot of things in the digital twin that don't cost nearly as much than if you're trying to make changes on the real deal, get IT set before they built IT and then maybe even saved one third of the cost.

I've been talking to customers so for quite a while and especially over the last couple of days year. And they do understand they recognize that being able to create a digital twin of the process and try IT out ahead of time really reduces the amount of time and labor and money in the commissioning process. And then IT makes IT easier to try out and d botnet changes to the process as well. So it's something that really started to accelerate your encoded when people couldn't be physically in the same place together, and it's accelerated.

Well, let's stroll down a liberal that on a recent quarter of you had to be, but you had organic sales down twenty one percent, which obviously think is is an alarming number. What happened to organic sales?

They could drop so much. Well, so the year before um when we were able to get a hold of the semma conductors to allow us to ship what was a really enormous amount, a backlog, we had difficult counts as we started moving through those. And twenty four and we and others in the industry have talked about the overstock that suppress new orders in the year. But we're optimised IT because the business case for automation remains strong and we see the opportunity as the market recovers to be able to expand, obviously, revenue but also margins because of the productivity that was taken over the last year. So IT was a very difficult year, but we're not letting that go to waste by being able to reboot the fundamental cost of .

the very good you don't mind you talk us about the microsoft partnership that you ounce today.

Yeah, it's exciting. I mean, we're working again to combine the worlds of Operational technology and information technology. Partners like NVIDIA and microsoft were working with the best, and they're very excited to be working with us specifically with microsoft.

We're showing here on the floor a copilot that allows us to harness the power generative A I on the front end of our programing tools for the workforce in the industry, our logic controllers. So in the past, you had to be familiar with somewhat arcane languages and the syntax with programing latter logic. Today, you can use natural language to be able to draw from libraries and create code that runs your process.

You're in the first person in actually industry that i've seen a woman just say, point blank. This is helping people are watering IT right now. What is the disconnect between the all the local wise guys on wall street who telling me, jim, there's no real advancement here. It's not really going to help and what you're telling clients because clearly, IT is a very, very important step function that that accelerated computing and the fiction al intelligence offer.

But we have the domain expertise to know where to go first to apply technology is at the sensor level in terms of processing vision images. It's at the control layer with things like logic A I and powering our mobile robot, you might be able to see some of those behind me. We're using in video, G, P, U and artificial intelligence for the control and those mobile robots. So we're making the matter, we're having the impact uh, in specific applications because we understand what's needed on the factory .

OK and where can we watch your rope as far chavez, what would you be doing exactly?

So a rab who runs their simulation group, and I will be talking tomorrow, will be talking about the partnership, will be talking about some of the specific things were doing between our simulation tools and their own universe. But more broadly, looking at the huge opportunities for in video as a premier supplier of accelerated computing technology to be able to harness that amazing amount of data that's coming through our programme with controllers in american industry today.

That's what we going be taught at what we need to see because I know in video reports tomorrow, it's quite a big day for them. And thank you for taking us through what's going on at your automation. Fear who to see you.

ExcEllent bread is the chairman, C. E. O of the automation. And that money is back, back to the .

break experiences, the power of C, N, B, C. prose. Best deal of the year. Track your portfolio from every angle on one. Optimize the terms in.

After initial about of you oria after president like trump won the election, wall street spent the last week fading about whether he'll really try to fall through with the less marketing aspects of the agenda. You know what comes to mind? There are major import terrors been a lot of speculation if will really be able to fall through or maybe it's just a negotiating tacking with our trading partner called the art of the deal or how much damage these plans could do to the globe economy in the stock market.

I say, let's put the speculation aside for the moment and think about what we already know because we know how the stock market reacts when the trump administration rolls out new tires and try with china even that if what we saw in the first term was less agressive than what he's proposing right now. That's why tonight we going off to charge with the help of jusici in the first woman on the act trade or desk, and fidelity, who's now director of investor research at stock brokers, not come as well as the cohoes and founder of the market maker podcast, because we want to get a Better sense of the history here and what that means for the present without any emotions involved. As mark twin put in, history doesn't repeat itself alone.

You know, I can't like that more than that. Carl Marks line about how history repeat self. First of tragedy, that is, force as far as in scape, see that even if history doesn't repeat directly, or even ride for that matter.

So the echoes, so it's worth listen to the echoes of past trump tariff actions to find out where we might be headed. First take a look at a chart. This is a weekly chart of the S P five hundred from late twenty fourteen through very beginning of twenty eighteen.

Now the above administration actually tried to sanctions in chinese toco company in 一和 Z， T, A, briefly, probably american companies from selling goods or service to them without a license, but they quick back down in response to talk, walk, you keep chat you on, but once truck came in, we started investigation of china's unfair trade pricing for technology and social property rights. Then he orders the investigation of chinese dumping of steel and aluminum, basically subsidized stuff. And then the producers undercut us on Price.

Crush your own manufacturer. This just been a constant pattern. October twenty, empty in the U.

S. International trade commission was recommending safeguards to protect solar panels from chinese dumping. So you can see this is a period of housing. Yang, we pulled back in the city, but if we go right forward, this was all the build up to the trade war.

And IT didn't seem to have much of an impact on the average, even though the federal service scribes and raising interest during this product. Incap says that the sp of hundred was still in a boost trading cycle with the thirteen thousand twenty six week and forty week moving averages. Training the right question.

Remember, he likes these time, time for him, because they represent one, one, two and three quarters, respectively. Me not. We think about quarters of more street.

Now let's take out this next time. Check out the action, the S. M. P. From mid seventeen to the very beginning, twenty, twenty. This is where we start to get the real troof action from the first trip administration.

And then is get points out things yet, a not more vote, don't trip pose taron steel, a one solar panels and washing machines, among other goods. All these help the industries in question. But the broader market didn't like that.

We were triggered a global training up to genuine twenty seconds of twenty eighteen, okay. And december twenty fourth of twenty eighteen, the S P. One hundred loss, eighteen percent of its fy.

Right, of course, some of that because the fact that much more aggression about raising interest to peer take them A A hundred based point that you but IT definitely wasn't just the fit you can see from the chart that virtually every time we got more tires y and we would roll over. Every time china target, we d sell off. You're looking at this this right.

Of course, once the fed decided to stop playing in the very end of twenty eighteen, yes, me was finally able to find a forth. The two hundred, this is the two hundred week moving average. You see that the intersection, the floor, and then IT just rebounded like crazy cording to inskip that catalyze a boost trading cycle, one that continued until coffee hint, twenty long story short, the market couldn't handle the trade war when the that was tiding, but the sues offence started easing.

All those losses evaporated. What does this mean for the present? Let's take a look at a weekly chart of the S.

B. Going back to october of twenty twenty three. Unlike twenty seventeen and eighteen, the fed is now our friend, creating a much more benie environment for the balls OK.

Of course, we know from back then that trump s used Harris as a borrowing tool with the average selling off sharply early every time some new tire threat materialized. But as soon as the fed stopped tights, okay, soon as they stopped tighter, the market stopped reacting, regressing to the trade. The feb was implied not the trade war as this capes, that something like a trade war can certainly heard us badly when the markets already trending.

Barrister, but if you got a boost trading cycle like we do right now and she's not worried, as long as we can maintain that cycle right now in scan those at the before, very much in bulbo, supported by key tech go indications. If found a full support on election day at the thirteen week moving average trading in a short term rally, that thirty, twenty six week and forty week moving averages are all acting a strong support levels even get to be break up here instead things, we have a very strong floor at five, seven, five, seven. As long as that level holds, the boss training cycle remains intact.

Wow, in that case, she's bedding the s. We can digest the damage from a trade war, in large part because the feds are friend right now, when the feds are friend is easy for the boss to sweep all sorts of negative, including tips under the rug. Finally, what about short term catalysts? right? Cramer fave and video reports tomorrow after the clothes.

So check out the weekly try of video going back to a tober of twenty twenty three. Pretty positive escape. Wouldn't be surprised of any. Now the large come in the world can set the tone for the remainder of the year with this report tomorrow. Wow, pretty aside of the quarter, mind.

But I have no idea how I was going to paint out in scope notes that the video that a boss trading cycle with thirteen week, twenty six week and forty week moving out just sloppy upwards. And that's yes, that flow is support two at the same time. It's faced resistance from one thirty one to one forty right now socks one forty seven and he finishes the week above with the one forty change that ever represent a major break out for in scape course, we just think, well, you know what you could go like that.

Think about a longer term major break up based on all these different lines, in our view, invited as the power to trial volatility defused or defused depending upon how the court pans out if the company beats earnings and over us positive guide dance that could get this whole market out of the woods. I think that's a lot to put on. And videos, I don't know if I can do that, pointing IT out the two things, things I can.

Here's the bottom. The charge is interpreted by justice in skipt suggested the terrace had little impact on the market until they actually materialized during comes first term. All the sabor atti before I didn't do much damage. Even when the tips are actually hit and the mark solved off, we eventually erased those losses the moment that the fed stop raising interest strates. So until the terrace actually hit in, says, you can take the page from Taylor swift and shake IT off, you know.

But these have of the invidia comments.

because that's too much to put on genson wrong in this team. I think just got a real good point that's .

got me all and georgia anne for taking .

my call and guiding me all these years about the investment that thank you so much.

That's what I want to doing. Thank you. I want to be a guide and a teacher, not a trader. I don't like trading. How can I?

Yeah, i'm interested in crowd strike holding the tickets. C, R, W, D, I have been watching the stock and is a good time to enter .

this warning for the trust. Why do we do that? okay. Because the stock was down because of whatever was going on in russia, and we felt that was a great opportunity.

And I feel very good that we did IT because there not in a day that this thing doesn't seem to be going up, up pop. I still like to talk very much, but we did get a Better Price during the russian scare that we got this very morning. Thank you for those kind words about what I am trying to do here.

After more than one thousand years of going at right. The charges is covered by Jesse gift suggest that until the trump tofts actually start to take hold, if not helpful, afraid about when IT comes, your investments IT won't make you money. I think she's had a good point.

There's much more more money to my school with airbed fresh and announce require at the french tech M, U. Halo, they can play, are opened against other drones and what's head for oil and gas following terms to pick the lead, the carbon energy. I could tell you where I stand on the sector and the simple choice and of course, all your calls rabbit farm tonight, just just go riding around. So stay with cramer.

What is air vironment defense contractor? The primarily makes drones now the incoming true adminstration, not less likely to provide a to uku. This companies been a huge winner ever since russia and day in twenty twenty one.

And it's switch ay common cody drones have become a mainstay of the ukrainian my but over the past week or so, this stocks come down nearly eighty percent from his house precisely because of the election today. Our environment I had again, if we learn their buying blue halo, it's privately held high tech defense contractor in a four per one billion all stocks action. I think there are expert electronic warfare, cyber space technology and A I makes us a smart way for A R environment to diversify away from Jones.

But there's no denying paying a big premium here. So why is IT worth IT? Let's go straight the source with while he, the bobbies, the chairman and CEO of environment get a Better sense of this to me at my great .

to be with the gym.

I was very excited about this deal. One of the reasons I was because it's work for you, a platform IT is making its a foundational change. I'm going to give you the floor to talk about how transformation is really is to the people .

who own the stock of air vironment.

That is exactly the case. Jm, I am uh incredibly, incredibly excited about this transformational of opportunity and and obviously transformational change to address our most important needs of our customers. Uh, this is a once in a generation, uh, transformational change and opportunity not only for our company and our shareholders but actually for the entire industry.

The face of the fence and the war fighting has changed dramatically. There's been a step function change in uh in in poster strategies. And our industry needs players like A V to essentially adapt and become and prepare themselves themselves for the future of warfare. The categories that we're gonna be the leaders and at the combination of us. And blue halo is going to create tremendous amount of value for customers.

shareholders and employees. Can you talk directly about what blue halo brings you in terms of a Billy counter throne? Because you are the drone can, but these cheap drones, the people that they make a in north korea, that they make in a rn, that they make the russians, makes they're been bedevilling the u kine. soldiers. What will this do?

So look, there are certain categories that are gonna very to egil high growth categories and important domains. And the national security and defense industry as a whole, drones layering munitions, which both environ leads and as you strong franchise counter unman systems or counter drone market is gonna be huge. A blue halo is a leader that space, space communication is another category that's really critical.

Electronic warfare and cyber security. These are categories the daily, the companies of the two companies creates the worlds best in class meteor pure play robotics solutions company that addresses the most important needs of our customers and national security and our allies as well. That's what this transformational transaction and acquisitions all about. It's about positioning A V to deliver on what our U S D, D and military and our allies es need around the world for the next few decades.

What is the best way to shot down these drones and know israel? We're working on some sort of radar. We've had some sort of Michael wave, what is blue hello, solution.

So that's a great question because it's really misunderstood in the market, in an industry, what the best way to do this is called a lair defense architecture, which means that there's not only one type or one strategy of how to do that. You have to have a layer approach to to detect these items or these assets, whether their drones are small or bikes, faster, slow, mind, airplanes, rockets, missile, yet sera.

Then you have to identify those targets and assets. Then you have to apply various different levels of neutralization or defeat, starting initially with, for example, r ref, radio frequency signals jamming. Then you get to go to direct energy and lasers and laser communications, and then you gotta to actually connected defeats, which think such a switch blade and others is that they have plays very, very nicely. So what blue halo has is actually one of the only companies in the world that has actually attacked this problem in a very, very strategic and method way. They have an end to end solution to address this problem, which, by the way, it's a dire, dire need globally to how to counteract these things and keep our many and women in new uniform safe.

Now, I would have to believe if people were selling your stock because they felt that perhaps on day one, the then president trump would end the world of ukraine. This makes you so that IT really isn't that big ideal if that occurs because you're creating the next generation anti drone warfare.

That is precise the case, jim. We have so many layers of demand for systems and our solutions globally that it'll keep us busy for the next decade, if not longer. The the strategies and military has changed.

We have to equip ourselves as a nation and our allies with hundreds of thousands of not millions of these assets that is going to be taking place. We're at the very early stages of that cycle, including in ukraine, even if the world will, to stopped tomorrow. They gonna ten to twenty many times more of the capacity of the things that they don't have. Even today, they are not gonna their idle wait for another conflict. And we are positioned extremely .

well for that. Our cost too much away from you. There's a pending time aware that we have to make them more cheaply.

absolutely。 And we support the air vironment. And A V is exactly the kind of company is actually address the cause problem.

Our drones and loading muncie caused a fraction of the other alternatives. They're incredibly compelling economically, and they're very effective in the battle field. You will see hundreds of, not thousands of videos out.

There are real examples on youtube and channels, public domain, social media, that shows how we are taken out multimillion dollar targets and inflicting pain into the russian military IT is remarkable. What we've done, and you can go talk to ukraine and leaders, military leaders, they'll tell you the story. Our drones are incredibly cost the factor.

Well, do you think that ukrainians needed to get those long range missile step of immediately? President putin came back and said, listen, we ve got to put nuclear back on the table.

Yeah, ukraine needs all sorts of assets and capabilities to fight this enemy. economy. Y, we need to make sure that we equipment with short range, mid range and long range capabilities so they can actually successfully fight this conflict.

We need to do this in a very effective and aggressive manner so they can actually have superiority in the battle field right away. I do agree with that, and I do believe that it's time for us to take a very strong position on that. And companies like violent is very unique in the space where we can ramp up production when we have the capacity today to be able to deliver thousands of these systems today. Tour world fighters until ukraine to our allies. We're doing IT we've been doing in the last two and half three years, and we're going to continue to do with the next decade or so.

Well, I am very acted about this. I'm very excited for what you put together. IT is definitely next generation.

IT is transformational. And I want to thank well, he, dw all be chairman environment A B thank you much. Really, really a lot of things, really.

Thank you, jim.

Thank you for having me good to talk to meet my back of.

Five, and then the rate is over. Are you ready that cris ichael, t. Michael, you I want tell you my wife lena is a big fan.

And I just I wanted know, with the trance slowdown of economy and the upcoming trop administration, how do you feel about the copper stop? I don't like the copper stocks in copper thousand years. Light here, one point three, six.

I don't like free for grand. I just don't want on. I don't want on. I mean, you know, their time is coming on this. I like to talk about viewing a light fiber in in order to plan cover. I thought that made thus is in the let's go to ra hoo in penha.

Of the. The uh six beach club, uh, question is about transport group. Uh, this company makes a organ organist. Systems of the organs are one of the water products in the company.

But I don't know what I don't know how you can make a lot of money in that business, Frankly, for doing, but I just don't know how you can make the money. Let's go to Cameron and organ. Cameron, you jim, who.

Hey, so as a member of the military and trying to invest within my circle of confidence, there's a company these products are familiar with. So I decided to do a little more digging. I found that they also have good data center exposure and a telephonically business given the strong run up here to date. Is IT too late for me to consider taking up a position in aph?

A, P. H is an amazing confessional. Thank you for your service. That's great. I do think that this is a perfect stock.

Here's what you do when you have a great talk like that and you follow IT, I say you want to have a hundred cheers by twenty five. Now you've got a lot of crazy things that happened. Maybe you've get to mark White self by twenty five more.

And then if IT doesn't come in, you can bite more, but I don't want to invite you all once because then if IT goes down, you will feel like this is a most game and then you leave the market entirely. Let's go to choice and George and choice. hi.

Thank you protecting my call, my voice, how how and we're here recovering from her again, HEllen where I live, but doing well. 好， 可 就 直接 玩。 Wondering what your feeling would be on devon energy. I I like devin, but I think kota is far superior to gain. That's the one you want to be in, is coa that we owe for the same and that land das impression of the light and roll.

Let me save from the outset that I think the world of liberty energy, the world service company run by Chris right, whose trumps pick for energy secretary, is the fourth largest oil service company in worth market, covering all the major bases. I like fracking. I like oil service company.

Is that help extract possible food? There was a slight deck, total liberty, energy and energy. Reality is a trafic document and tiffe us pain to the shield revolution.

The energy into politics. Politics section will make you feel proud of what liberty does. And more important, the way fracking has changed the baLanced power or what you will feel safer.

You are safer. Oh, but then there's that last page in the desk, the conclusion page and you're right night. We part company the conclusions reached, I find a downright and in love in, and would be condemned every single connect ate or executive i've ever made.

I I want to click them off just to show you what deal with here. First conclusion, right reaches, there is no climate crisis. Now every other oil person, I bet, is worried about climate Prices.

Very worry. They were online, the word offline, word at home. They were in a board, the word in a restaurant, and exactly doctor shoes. They were everywhere. They either take the children seriously, or they see what the world industry is done to the environment.

And prem, i've seen even the most harbor oil and trying to stop for something never care about because a method, pollution, no climate crisis, give me break. Second, there is no energy transition. Now would do most oil cees accept that there's an energy tradition they are all preparing for.

They're trying to get their comes ready. Some are hoping at the braking what we pushed back to twenty thirty to twenty and fifteen, but others like get some there and we would take big company. Our leaders of the transition are proud of their spending to preserve the time Jordan actually pays people to make his company a Better still at the environment.

SHE have runs, but worth talks about the need to be ready for energy transition, but he thinks that all most likely involved vehicles and take very longer time for other fuels. I don't know. Those guys seem to be every bit the oil guide people as was IT.

Got that right now. How about the third conclusion? Net zero twenty fifty is a hinna H A goal. And really, I be sure the document adds zero energy, probably twenty, fifty years, a superior goal. Oh, sister, i'm called that an advice description now.

I know when I first got in this business many years ago, there are plenty of oil people who really believe this stuff. I mean, like what right does? But we've come to real ized that education is made of.

I include myself. What is, many businesses are doing the planet, especially the fossil fuel copies, and have a bomb IT happened, right? See, those is different from my own, but who cares about my thus, what Better you is that in my new is twenty years to everybody, right?

See, those is different from every three years. But the one camera and off and you're watching someone who is not valid. Chapman, but the oil and guest industry is done for our security and our powers in nation.

I have drunk the frog fu. I did the take a protein shake. Now go one step further. I'm not seeing this liberty energy to top the fifty to be highest, in fact, is less than one point above for two weeks ago, down one more than seven box from its fifty zob I high twenty four seventy five.

So in less than ten times already as far up under perform the x olaus larger energy ef, now somehow you think that the entire climate change attitude with a produce a return, but doesn't nine more. Now, I know what he does. I know what IT does.

IT embarrasses all the oil, except I know who are concerned about climate change. And don't mock the efforts of the people in the industry that are trying to do something about reducing the need, less pollution. That's a natural biology product of extra.

So we say this, i'm sure that right will make for a different kind of energy psychiatry. But when he comes to getting oil and gas out of the ground as cleanly as possible with the least damage the planet, well, I have the six years of twenty two other companies I prefer for the job. The twenty two oil and gas companies in the S.

M. P. Five hundred. Yeah, any one of them? I like to say the ball work is somewhere, I hope so. I'd find a just here here, made money up to grammer, see more all opinions expressed .

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