How you view the stock market depends on your perspective, Jim Cramer told his Mad Money viewers Tuesday. Some investors are seeing the glass half empty, others the glass half full and still others see a glass that's just not big enough.
Today, Walt Disney Co. (DIS) - Get Report launched its much-anticipated streaming service, Disney+, only to see its servers grind to a halt causing outages for many. But while some are criticizing the botched rollout, Cramer said he sees a service where demand has outstripped even the most bullish of company forecasts.
The same dynamic is playing out in the trade war, with investors taking sides on the president's comments that a deal is close versus other officials indicating tariffs will be raised again if a deal is not struck soon.
Some investors saw Rockwell Automation's (ROK) - Get Report 1.4% growth as proof positive that our industrial economy is slowing. Most investors, however, saw the strong earnings as a huge win and sent shares up 10.5% by the close. Meanwhile, Tyson Foods (TSN) - Get Report plunged on its weak earnings, only to soar later in the day, closing up 7.4%.
Cramer said as long as interest rates remain low, he's siding with the optimists. We're in a "good news is good news" situation, he concluded, and that's why the markets continue to rally.
Cramer and the AAP team have updates on Marvell (MRVL) - Get Report and Twilio (TWLO) - Get Report . 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.
Executive Decision: PayPal
Rainey started off by saluting our country's veterans. He said PayPal has an employee resource group called Serve, which has dedicated the entire month of November to the 181 veterans they've hired since 2017 and their families.
Rainey continued by saying that PayPal is all about making the movement of money easier, safer and more secure. The company does this through it's partnership with Facebook (FB) - Get Report as well as with its own services like Venmo, which adds a social component to money that the millennials love.
Rainey was also bullish on China, where his company was the first American financial institution to be granted a license to operate inside of China. He said the agreement will be a win for both Chinese consumers and American companies looking to access the Chinese market.
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Executive Decision: RealReal
In his second "Executive Decision" segment, Cramer spoke with Julie Wainwright, CEO of RealReal (REAL) - Get Report , the online retailer that's come under fire from reports alleging fake goods are slipping through the company's authentication procedures.
Wainwright said her company has sold over 11.5 million items, 80% of which are to repeat customers. She said counterfeiting is always a problem and her company is constantly evolving their processes to combat it. She noted that the reports of counterfeit items stemmed from disgruntled former employees and the company has found no evidence of widespread problems.
The RealReal uses a combination of data, technology and humans to combat fraud, Wainwright continued. A third of their items are jewelry and watches, which are overseen by gemologists, while all high risk items are scrutinized by an extra level of experts in their field. They work hard every day, Wainwright said, and they iterate on their processes to make them smarter all the time.
Finally, when asked about their balance sheet and the fact that over 90% of the company's shares are sold short, Wainwright assured investors they have enough cash to take them to profitability without needed more capital.
Executive Decision: Micron Technology
In his final "Executive Decision" segment, Cramer checked back in with Sanjay Mehrotra, president and CEO of Micron Technology (MU) - Get Report , the semiconductor maker that trades at just nine times earnings.
Mehrotra said Micron continues to be in a very competitive marketplace, but he said his company is very different than the Micron of the past, which was very cyclical. Thanks to diversification and proprietary technologies, Micron was able to deliver its second best year ever, despite declining pricing in the market. The company has also bought back $2.7 billion for of its own shares, which represents 65% of its free cash flow.
Mehrotra said the long-term technology trends remain strong. In our data economy, there's strong demand for more memory being driven by computer, communications and the Internet of things. Memory will continue to be an essential part of all these technologies.
FANG Gets Bitten
In his "No-Huddle Offense" segment, Cramer said the FANG stocks have a problem, headline risk, and it's largely self-inflicted.
This week's revelations of Google's (GOOGL) - Get Report project Nightingale should give investors pause, especially since the company is already under scrutiny from regulators. Then there's Facebook announcing that it will remove 'likes' from Instagram to help protect the mental health of teenagers. Did anyone know Instagram was harming teenagers? Even Apple (AAPL) - Get Report is coming under fire for its Apple Card, which is allegedly giving women lower credit limits. Cramer said all of these recent news stories mean we simply cannot pay as much for these stocks.
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At the time of publication, Cramer's Action Alerts PLUS had a position in MRVL, TWLO, DIS, FB, GOOGL, AAPL.