Mad Money w/ Jim Cramer 7/9/26

**SPEAKER_1** (0:00)
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**Jim Cramer** (1:01)
My mission is simple, to make you money.
I'm here to level the playing field for all investors. There's always a bull market somewhere, and I promise to help you find it.

**SPEAKER_7** (1:12)
Mad Money starts now. Hey, I'm Cramer.

**Jim Cramer** (1:19)
Welcome to Mad Money. Welcome to Cramer. I got a few big friends. I'm just trying to make a little extra money here.
My job, not just to entertain, but to educate. So call me at 1-800-743-CBC, or tweet me at Jim Cramer. There's a reason that so many of us in this business love to talk about the biggest companies on earth. But we need to stop making endless comparisons among them, just because they're all colossal in size and many of you own them. On a day where the averages were all over the map with the Dow advancing 1396B, gaining.81% and the Nasdaq jumping at 1.3%, I think we need to accept an old adage that my grandma Mary always told me, Comparisons are odious.
Especially comparisons involving the trillion dollar giants that dominate the daily discussion of the stock market. Why? Because comparisons are only useful when the companies really have something in common beyond their scale. And often they are considered to be carbon copies of each other. And that's just not true.
Consider what each of these companies really is. Hey, why don't we start with Meadow, okay? That's become a real mystery. This morning, it was reported that Meadow has a new chip in production with Broadcom. That caused an instant panic.
Because it meant that Meadow was going to spend a ton of money to keep up with Google, Amazon and Microsoft in the cloud computing business. Then throw in Meadow's acknowledgement that it's going to spend a lot more money on capital expenditures. A dreaded strategy from Wall Street's perspective.
And the stock got slammed right out of the gate.
Meadow can't possibly go up against those other companies, right? Their expertise is advertising, correct? How do they defeat Google, Amazon and Microsoft in cloud infrastructure? But hold up here for one moment, just one moment and forget about the other trillion dollar companies and just think about Meadow. Stop comparing, start thinking. Mark Zuckerberg is a genius. He's demonstrated that time and again. Perhaps, just perhaps, he's thinking that his web service business could be huge because it can cross-reference with all the data from Meadow's three and a half billion users. Maybe that could be a huge new revenue stream. Maybe he has plans to monetize WhatsApp in some way that needs the agents that a data center creates. We don't know, but we can approximate that Meadow might get a gigantic return on its investment here. It's only because we think of how much everyone else is spending that we don't consider maybe Zuckerberg's got profitable plans and he isn't just some cowboy throwing up expensive data centers all over the world purely because he could afford to. That's nuts. This is a man who would take that, who really would. He would take the same money and use it just to sit there and buy back stock if he thought that was a better use of cash. He's done that. There are a ton of investors who'd happily buy his stock if Zuckerberg would simply cancel these expensive plans. But maybe we should lean in and recognize that he knows more about his company's prospects than we do. Maybe that's why Meta ultimately rallied like crazy after that initial decline. It finished up $28.