As we enter the first week of the fourth quarter, Jim Cramer told his Mad Money viewers that Friday's employment number will be the most important number of the week. If it comes in "just right," the market will soar, but if it's too hot or too cold, a selloff is likely.

Cramer's game plan began on Monday, when Stitch Fix (SFIX) will be reporting. With shares up 40% over just the past three months, Cramer remained a believer in this disruptive concept.

On Tuesday, bittersweet earnings from Pepsico (PEP) as CEO Indra Nooyi will be stepping down. Cramer said Nooyi will forever remain a role model. Also reporting on Tuesday will be Paychex (PAYX) , a company that does better with higher interest rates, but also one that's seeing increased competition from Square (SQ) , among others.

Next, on Wednesday, Lennar (LEN) will be reporting, and this despised sector will continue to be under pressure as investors fret over rising mortgage rates. Cramer told viewers to be careful.

Thursday brings earnings from Constellation Brands (STZ) , a stock Cramer said he'd buy on any weakness, and Costco (COST) , a long-time Cramer favorite that's up 26% so far this year.

Finally, on Friday, we'll see that dreaded September jobs report. Cramer said the market needs a Goldilocks number that's not too hot and not too cold to keep the bull charging ahead.

Cramer and the AAP team take a look at some technical analysis of Walt Disney Co. (DIS) . 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.

Brakes on Tesla 

When it comes to the stock of Tesla (TSLA) , Cramer warned investors "not to drink the Kool-Aid." CEO Elon Musk's plan to destroy the short sellers has clearly backfired and now could possibly destroy him instead.

News that Musk rejected a settlement offer from the Securities and Exchange Commission makes Musk his own worst enemy, as paying a fine and adding two new independent directors to Tesla's board would have been a huge win for both Musk and Tesla. But now, a court battle will ensue and a cloud will hang over company during a critical phase when refinancing of debt will be needed.

Cramer said bankers will loan money to just about anyone, but they're not keen on loaning to people that could possibly be removed from the company. And that says nothing about the possible criminal investigation that could now be coming as a result of turning up your nose to what was a very generous SEC offer.

The Tesla bulls are true believers, Cramer admitted, and they'll buy the stock at any price. But even they will question their commitment if Musk is no longer leading the company.

Over on Real Money, Cramer talks more about the yield curve and what's happening to bank stocks. Get more of his insights with a free trial subscription to Real Money.

Executive Decision: VMware 

In his first "Executive Decision" segment, Cramer spoke with Sanjay Poonen, COO of cloud software provider VMware (VMW) , which has seen its shares rally 43% in 2018.

Poonen started off by citing a study that concluded that for every $1 spent of VMware software, $10 of economic value will be created. He said that's an amazing statistic that validates all of the hard work they've done.

Poonen said VMware has been transitioning from being a leader in private data centers to a leader in the public and hybrid cloud, as well as in mobile and security. He said their partnership with Amazon (AMZN) is not just a news release, it's a deep engineering partnership with integrated sales and marketing efforts that are really making a difference.

Finally, when asked about the importance of the Dreamforce conference, Poonen said whether it's Salesforce (CRM) or their own VMWorld conference, these events are no longer about sales, they're about education and inspiration. You can only do well by doing good, he concluded, and that's what these events encourage.

Executive Decision: Salesforce.org 

In his next interview, Cramer sat down with Ebony Frelix, Chief Philanthropy Officer at Salesforce.org, the non-profit arm of Salesforce.

Frelix said ever since it's founding, Salesforce has adopted a 1-1-1 strategy, where 1% of the company's equity, 1% of their employees' time and 1% of their technology is given back to their communities. Earlier this week, they announced about $18 million in grants that were awarded to San Francisco and Oakland schools, as well as grants to address homelessness, hunger and local parks. Salesforce has been a big supporter of education, Frelix said, and what happens outside a school impacts what happens inside the school. 

Executive Decision: ServiceNow 

In his final "Executive Decision" segment, Cramer checked in with John Donahoe, president and CEO of ServiceNow (NOW) , one of Cramer's cloud kings, and a stock that's up over 50% for the year.

Donahoe said that ServiceNow's mission is to make the world of work, work better for people. Technology over the past decade has transformed our lives at home, he said, and the next decade will do the same for work.

Donahoe said that if you need to change your password at PayPal (PYPL) , for example, you can do so from your mobile phone any time to day or night. If you need to change a password at work however, that's another story. Businesses today use multiple strategic platforms to run their business and more than ever they need services from ServiceNow to make it all work together.

Its not just business, Donahoe added, the government is aggressively embracing the cloud as they're finally discovering that the cloud can actual be more secure than on-premise systems. ServiceNow is working with governments at the federal, state and regional levels.

Lightning Round

In the Lightning Round, Cramer was bullish on Groupon (GRPN) , Wix.com (WIX) , Twilio (TWLO) , Paycom Software (PAYC) , FedEx (FDX) and Walt Disney (DIS) .

Cramer was bearish on Las Vegas Sands (LVS) , Bojangles (BOJA) , Amicus Therapeutics (FOLD) and Discovery Communications (DISCA) .

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

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