Did you miss "Mad Money" on CNBC? If so, here are some of Jim Cramer's top takeaways.
In an "Executive Decision" segment, Cramer again sat down with Dheeraj Pandey, chairman and CEO of Nutanix Inc. (NTNX) - Get Nutanix, Inc. Class A Report , a stock that came public 14 months ago at $16 a share, only to spike to $37, fall to $14 and then surge more than 90% since Cramer last spoke about the company in June.
Pandey explained that Nutanix is building trust with investors and is proving itself through execution and resilience.
When asked about what his company does, Pandey explained that just like everything is becoming digitized in our personal and work lives, the data center is also going digital. Apps and software are now replacing the single-purpose servers and storage systems of just a few years ago, creating a huge opportunity.
Nutanix is both a partner and a competitor of players like VWMare (VMW) - Get VMware, Inc. Class A Report , which also recently appeared on "Mad Money." Pandey said that Nutanix is the younger of the two companies and has a different philosophy than its older rivals.
Cramer said the data center world is big enough for both companies and he remains a fan of Nutanix and VMware.
Over on Real Money, Cramer says one media mega-merger trumps a Florida senator's possible vote against tax reform. Get more on Cramer's insights with a free trial subscription to Real Money.
Cramer and the AAP team say that although Nucor (NUE) - Get Nucor Corporation Report is cutting its forecast, they're focused on the long-term. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts PLUS.
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At the time of publication, Cramer's Action Alerts PLUS had a position in NUE.