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Rate Rumble: Cramer's 'Mad Money' Recap (Thursday 2/25/21)

Nvidia is just the turbocharged growth story the market turns against when rates are rising, says Jim Cramer.
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It was a really tough day for the stock market, Jim Cramer admitted to his Mad Money viewers Thursday. Stocks are plunging as investors fear a growing economy will lead to inflation and rising interest rates. High growth stocks were among the hardest hit group, Cramer said, with stocks like Nvidia  (NVDA)  ending the day lower despite posting one of the company's strongest-ever quarterly results.

That's why Cramer spoke with Jensen Huang, Nvidia's CEO, to learn more about what's driving the company's growth. Huang said that today's weakness is a great buying opportunity for investors, as Nvidia has a lot of growth and opportunities ahead.

Huang touted artificial intelligence as one of the main drivers for Nvidia. He said AI is an amazing invention that's being used in everything from computer vision to robotics to speech recognition in industries from healthcare to transportation.

Additionally, Huang noted that gaming continues to grow and game platforms like Fortnite are only getting bigger and more immersive. Gaming is one of the largest forms of entertainment, he said, and that's not going to change as the pandemic winds down.

With all of this growth, Nvidia is forecasting revenues of $5.3 billion for the current quarter, trouncing analyst expectations of just $4.5 billion.

When asked about the stalled deal to acquire ARM Holdings  (ARMH) , Huang assured investors that Nvidia will be huge no matter what, but he still sees plenty of opportunities for the combined company once the deal is finally approved.

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Executive Decision: Airbnb

For his second "Executive Decision" segment, Cramer also spoke with Brian Chesky, chairman and CEO of Airbnb  (ABNB) , the travel company with shares up 29% for the year.

Chesky said recent surveys have shown that people miss traveling, but not all travel is created equal. Business travel and tourist destinations are what people miss the least, he said, but everyone is clamoring for more time with family and friends. That fits right into Airbnb's wheelhouse, as there's no better place to enjoy family than in a home.

Chesky also noted that in the Zoom  (ZM)  economy, the lines between traveling and living are blurring. People are discovering they can work from anywhere and they're doing it more and more.

Turning to the company's business model, Chesky said Airbnb will continue to be a capital-light company with low fixed costs. He said they've proven that they can eliminate their marketing and still retain 95% of their business, which is how they were able to be more profitable in 2020 than they were in 2019.

Airbnb is also committed to giving back to their host community. Chesky said Airbnb allowed hosts to be involved in their IPO and the company is now creating a host endowment that will give back annually to the Airbnb community.

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Executive Decision: Twitter

For his next "Executive Decision" segment, Cramer checked in with Ned Segal, CFO of Twitter  (TWTR)  on the heels of the company's annual analyst day.

Segal outlined Twitter's plans to boost its development to ship new products and features faster. The company aims to double its revenue to $7.5 billion by the end of 2023 and achieve 315 million monetizable daily active users.

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Segal added that if you're a company launching a new product or service, you have to be on Twitter. The service is continually getting better at matching users with the topics they are interested in and matching advertisers with users that are ready to buy.

Turning to the topic of negativity and divisiveness, Segal reiterated that Twitter's decision to ban former president Donald Trump is permanent. The company has made great strides to protect users from harmful content and will continue to do so, he said.

Executive Decision:

The interviews continued with Marc Benioff, chair and CEO of  (CRM) , the cloud software giant that continues to surge forward despite the pandemic.

Benioff said that Salesforce has a dream of achieving $50 billion in revenues and they're very excited about where they are today and where they are heading. He attributed their success to simply delivering the solutions customers need to be successful.

When 3M Co.  (MMM)  began to see counterfeit N95 masks popping up around the globe, they worked with Salesforce to create a new customer portal to help remove the dangerous items from circulation. Benioff also touted their relationship with Align Technologies  (ALGN) , which uses Salesforce to manage their relationships with dentists and patients.

Benioff said he's especially proud of their new vaccine cloud offering, which is helping to manage the mountain of logistics needed to get everyone in America vaccinated as quickly as possible.

Executive Decision: Fisker

In his final interview, Cramer checked in with Henrik Fisker, founder, chairman and CEO of EV startup Fisker  (FSR) .

Fisker said his company is not only looking to reinvent the car, but also how cars are purchased. He said younger people don't want to take out a huge auto loan or lock themselves into a multi-year lease, which is why Fisker will offer flexible leases where buyers can return the vehicle any time they want.

Additionally, customers of Fisker will be able to buy features for their vehicle using an app on their phone. When the car is returned, those features will be reset for the next lessee. Fisker expects their vehicles to have 10 owners over a 15-year lifespan, giving the company recurring revenues.

Fisker didn't set out to be a player against Tesla  (TSLA) , Fisker added. He said they are doing their own thing, giving consumers a true alternative to the Tesla experience. Given how excited manufacturers are to work with Fisker, it's clear they have a business model that works.

Lightning Round

Here's what Cramer had to say about some of the stocks that callers offered up during the Mad Money Lightning Round Thursday evening:

Moderna  (MRNA) : "I think Moderna is fantastic."

Inari Medica  (NARI) : "This one has a lot of great technology and a lot more."

NanoString Technologies  (NSTG) : "This is a gene therapy company and genes are our future."

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At the time of publication, Cramer's Action Alerts PLUS had a position in NVDA, CRM.