Me jimcramer the internet gives you the ability to comparison shop for anything younger people reach for whats on sale or what can create the most exciting experience those choices are rolling the whole market a lot of investors fail to understand the implications, especially on big rotation days like weve been having the dow dipped 109 points after being strong for a while s p declined nasdaq dropped 1. 9 for those who have been struggling with that it didnt used to be this way. In the old days children bought the same brands their parents bought to deviate was to disobey. Or question the judgment of your elders that was a big nono it sure made stock picking easy, didnt it . Whoever had royalty won, those were the stocks you wanted to buy, those were the days now its the absolute opposite now nothings etched in stone and consumers, well, they often see big brands as ripoffs. Of course, some of us are throwbacks im a throwback. I use old spice deodorant, my grandpa used it. I got an American Express card when i finished school, my father told me thats what youre working toward. I use heinz ketchup, my mom said that was the best. I buy goldens mustard, that was what was on the table. Marv would tell you what to dye buy at the drugstore chocolate, hersheys cars, ford when i grad walted from college because my father drove fords. For ages this is how everyone shopped and how you were invested now its all out the window. The foods i like, theyve got too many preservatives the deodorant i like, too many chemicals. The shave, dollar save is sent to my house. The credit card i signed up for, are you kidding me, paypal local drugstore, wiped out years ago, replaced by walgreens, they dont know me. I have to beg for medicines if the doctor forgets to update my prescriptions. Im waying a fortune what am i going to do . Cvs. Candy, buy what the local guy is making dont buy the mans chocolate t man being hersheys. Most of the things we purchase, my generation, well, we surprise shopped a couple places, browsed the mall for a bargain, found what we wanted, hardware, sears had everything we check the circulars in the weekend papers for deals, sunday morning wed flip through them in fact, at one of the more pathetic points in my life, of which there are multiple ones, i stuffed those inserts from 11 00 a. M. To 2 00 a. M. On saturday. It was my fault. How else could you afford to take your girl out now we search on google or buy on amazon, whatevers cheapest 24 for two at the movies. Thats four months worth of netflix. Aint you people heard of uber or lyft . In this environment, unless a brand has enough it was very difficult to value all sorts of companies. Thats why we spend a huge amount of time trying to figure out what certain stocks are worth as this next generation takes over, a lot more people than we are. What does have Customer Loyalty these days why do we like certain stocks . Customer loyalty first things first, whos got it how about amazon prime, facebook, nice self, google they dont let you do fifth grade homework with it anymore these things become integral to what we do and what we know and what we are. Theyre all washed up, right sell, sell, sell, sell for good measure all three companies are really just for posatories of data powered by Artificial Intelligence and search algorithms in case of face book in fact, you could argue these companies are big data farms filled with what you tell them to be filled with. Amazon has to find a way to deliver goods to you and theyve created a major web service, bedrock of the cloud alpha bit has billions of hours of programming and youtube, as well as a Cloud Business of its own growing rapidly, facebook has the best setup they do nothing. And they provide you a platform. Youve got to do all the work. You do all the copy. Man, i worked at a newspaper and we had to write it we gave it away. Now you have to write it and they profit from it. Thats why fang, my acronym for facebook, amazon and well, you stretch the a, apple, netflix and google have stuch staying power. Everybodys eager to dump these stocks, hate them, out of favor. The sellers will come back tomorrow hey, you know, ive had enough of fang oh, good for you enough of the stocks, how about the companies . Those are companies. Theyre not just fangs now you may be calling or texts people to tell them that apple stock is on its last legs, all washed up. But youre using iphone to do it and apple has its own ecosystem. Have you looked at that bill even when people turn on the stock they wont turn on the product. Its got loyalty everything else, i dont want to be too generalizing, whats worked in tech in recent years involves systems that get you to google or amazon or facebook or apple or netflix and make them work faster and mooter and better or allows you to choose this one is best for your business ask products, including entertainment. Thats tech circuit 2017 throw that away, god love you, go ahead, buy all the colgate you want thats terrific. Do it, okay, do me a huge favor and buy clorox i dont drink it i like it. It makes your clothes cleaner. Of course the whole industry is devoted to the consumer, not like retail suddenly stops existing lack of brand loyalty, and chains start feeling if i put you in lowes, a dollar tree versus Dollar General . Would you know if youre wearing nike versus adidas anymore you got the picture. In this void of boring, humdrum and, yes, lonely world, like the psychiatrist in me, millennials have started suddenly to embrace things that create experiences so they can document their lives so that they like can be humans, and they do it on facebook and instagram or twitter they started doing it on snap. You see that stock snaps up a dollar, they must be using it kids go on carnival, airlines take you where you need to go to document your vacations with photos, anything that makes you look younger is part of the package. I know im oversimplifying here, but i think the ho among anization is obvious the banks trade together, theyre beholden to the fed. Its not like western savings, do you really bank at the bank because your parents banked there. Open an account at city, my folks loved city materials trades, yeah, because theyre all hostage to China Health Care traders, bound by etf. So many professionals say go buy an index fund, its too hard to pick individual companies. I come back and say no, it isnt. Dont get away from index funds. Those are fads that way i dont have to be attacked by index funds. I love them. The more rays and methods of the next generation are not unfathomable they like pets, protein, tyson foods. They like restaurants. Lie like strips, thats expedia. The commonality, here we go, what is it its the stocks theyve been throwing away because theyre too expensive. Facebook, amazon, apple, netflix, alpha bit, should i just talk about Union Pacific . Well, you know what . You should buy all the Union Pacific because, like, well, its Union Pacific its not now, its why we keep coming back to these stocks not because were bored, its because thats what the Younger Generation uses, its not because were hacks. That dont know any better its because its whats worth something. The bottom line, if youre looking for longterm things you can call back on when the markets unsettled, remember the baby boomers no longer rule the earth. The millennials arent hurting it as we speak, and the handful of companies they like, are the only ones that benefit from any kind of brand loyalty here thats the story for years the come get used to it if you want to be on the right side of it, better do it now or else lets to go to chuck in ohio caller hi. Chuck, whats up . Caller i want to know if iconic would be a good buy, if theyre going to if honey well is going to buy them. I would postulate at a recent fuel economy, honnee wael, splitting into two aerospace, arconic is the only one left the answer is two down, ten up, i believe. Lets go to peter in connecticut, please, peter. Caller hello, jim. You bet. Caller 20 years ago we did contracting for a company could copart i bought their stock its smart, faithpated. What do you think . This is a stock that we recommended at the in maybe the first or second year of what we were doing, and you know what i know its moved up a lot, but im still on board i think youre absolutely right. Why dont we go to august in new york. Caller jim, how you doing . Big boo out to you from new york. Okay. Caller my question about car max. Ive been tracking this company about ten years since i heard an warren buffet getting involved that was a miscommunication. It was really geico that got involved with them also two years ago it was said he was going to possibly buy them out instead of buying some company, nuyl. He did buy a big one. He likes the auto dealer business so do i. Theres a boutique outfit called m science. It mentioned the firm cautiously and that crushed the stock my take, i like your thinking. I would buy if i wanted to have a full position of say 300 shares i would buy my First Quarter tomorrow and then build down its an Excellent Company doing kplent excellent things. The Younger Generation holds the key to your investment needs they are the bedrock this age, thats why we focus on fang. Not because the stocks go higher when they start going down then you say ive got to sell them because the stocks are going lower. Theyre real companies, the bedrock of what wall street and individuals and millennials care about. Mad money tonight, clouds, big data, ill spare you the buzz words, big trends, part of fang. Could worries about tech and the tax code impact profits . Ill speak to a ceo of a company in real estate to understand whether this game in trend is all over facebook, apple, netflix, stocks seeing pullbacks ill tell you how to evaluate to tell you whether to know how to evaluate them up to you to figure out whether you want to play im going to find the sharks on these stocks who says this isnt the most interactive show on investigation. Last week a caller asked me about hour ex. Tonight got the ceo. Stick with fang. Doesnt hurt me. Announcer dont miss a second of mat money. Follow jim cramer on tweet send email to mad money at cnbc. Com give us a call at 1800743cnbc missed something head to mad mown. Cnbc. Com. Let out your inner child at the lexus december to remember sales event. Lease the 2018 es 350 for 319 a month for 36 months. Experience amazing at your lexus dealer. Wifiso if you cant live without it. T it. Why arent you using this guy . It makes your wifi awesomely fast. No. Still nope. Now were talking it gets you wifi here, here, and here. It even lets you take a time out. No no yes yes, indeed. Amazing speed, coverage and control. All with an xfi gateway. Find your awesome, and change the way you wifi. Sooner or later rotations come to an end everything connected to hottest trends in tech sold off hard yesterday. Not that anything is wrong with the companies. The senates passage of the tax bill made a bunch of other sectors, domestic players like retailers, restaurants and banks seem more attractive the themes that were fabulous a week ago remain fabulous today sooner or later theyll come back into vogue on the wall street fashion show. They always do cone for home gamers, Real Estate Investment trusts that provides customer with Mission Critical massive server farms. Give the tremendous growth of the cloud i think the longterm story is very much intact. Cyrus one stock tumbled yesterday. Even though it bit today i have to wonder if youre getting an incredible deal here the companys latest quarter was strong and gamechanging partnership with gds, chinese data firm. Lets take a look a gary rotazik. Good to see you, sir one of the reasons why weve had the selloff is a belief that somehow the cloud and data centers have peeked, that theres not going to be a need for anymore and that were about as far as weve gotten you would have a better handle on that than anyone. True or false . False, yeah. Tell me why. If you just look at this quarter, every single company, whether it was amazon, microsoft, oracle, sales force, everyone exceeded their expectations of the quarter. Were a derivative of that its not slowing down. We see this, as i mentioned before, early stages of a trend thats going to go on for a decade. Verticals are good. Yeah, we had one of our strongest sales ever, geographies, closed 5,000 net companies. One of the strongest weve ever had. As big as it is in the u. S. , the opportunity, china, what you did with this gds, no penetration in the cloud in china. You know, you have the fangs here, theyve got the tabs there. So between 10 cent, ali baba while our business is growing quick, gds is the Fastest Growing company in the world right now. And, you know, the Chinese Market is really just the first inning there. What i thought was interesting theres cross pollination. Thats right. We do work there, they do work here. Youre at the folcrum. I met the ceo, willie and dan, we had several meetings we realized were basically the same company we have a dominant position in cloud like they do we thought there was an opportunity to Work Together we bought an 8 stake in them and its up 60 since we purchased. Not bad. Can you just hold onto them is this one you want to own longterm . We did it strategically because of the bigger opportunity to help their customers grow into the u. S. You had jack monn earlier today, big ambitions globally our cloud customers want to expand to china. Both companies are trying to help each respective company or customers grow in each others country. You were real estate constrained, youve been able to put up property and make it so you can continue to both gain share and also increase rent right . We were basically sold out in the four, you know, leading markets we had from about the Fourth Quarter of last year. So this last quarter we brought on, you know, close to 800,000 square feet of capacity in the biggest markets we have. So were heading into the year, into 18 with a strong position, lots of inventory available. More coming online. Why would there be a perception among people when you see these rotations were further along and perhaps everybody thats on the cloud is on the cloud i dont know. I think thats a lack of understanding. Okay. You know, the Enterprise Market is about a trillion dollar market. Cloud is a billion of that 4 hkt, 5 penetration. Up to 60 or 70 over the next decade i dont think people realize how early we are in this outsourcing trend. Last question, what do we do about security how much money do you have to spend on it . Its becoming a much, much bigger issue, outside of reliability. All these facilities always need to be up and running security is the biggest issue. We spend a lot of time and effort making sure that all the physical security that we put up, we dont really touch the logical security. Right. Is basically, you know, up to speed. Biometric scanners, physical perimeters, Armed Security guards thats what were providing our customers. Youve got ash glad you cleared that up. Ive heard too many people say in the last 48 hours is reason were having rotation is because its done. That is silly. Not at all. Okay, thats guy ortazik, president and ceo of cyrus one far less penetrated in china back after the break your brain is an amazing thing. But as you get older, it naturally begins to change, causing a lack of sharpness, or even trouble with recall. Thankfully, the breakthrough in prevagen helps your brain and actually improves memory. The secret is an ingredient originally discovered. In jellyfish. In clinical trials, prevagen has been shown to improve shortterm memory. Prevagen. The name to remember. The theme of tonight is. Senate passage of the tax bill totally changed the face of this market domestic Oriented Companies are certain to have dramatic earnings growth. Courtesy of much lower tax rate. If money matchers want to buy the stocks they need to sell Something Else thats why theyve been dumping technology names, very convenient particularly the ones with International Exposure that will see less benefit from the tax cut. This is a position that has less to do with the fundamentals and more to do with the mechanics. When fundamentals dont tell you enough, it helps to consult the technicals tonight were going off the charts with carolyn broaden. Shes a brilliant technician she happens to be one of my colleagues at real money. Com the paid site for the street. Com to get a better sight of whats happening. Drilling down into the action of now say despised and left for dead road kill, facebook, apple. When we look back. Will the pullbacks in these stocks look like fabulous buying opportunities or have they reached an important high . Lower prices Going Forward by now, i think thats the perceived general wisdom where does broden come in all this she says its what we should have expected. Many market moves tend to terminate around what are known as price extensions of pricing swings methodology, 800 years ago a smart italian guy named leonardo fibonacci ratios repeating themselves over and over again in nature. Stranger things, shells, pine cones, flowers the list is endless. For some bizarre reason they show up in the stock charts. They do. How does it work a past swing in stock or index and runs it through the prism of fibonacci ratios this is what theyre referring to the results give her a series of important levels where a stock is likely to change its trajectory we dont know how it works it sounds like pseudoscience, stock market astrology but the fact is it does work what does it have to do with the stocks of facebook, apple and netflix . Simple, broden pointed out they all three reached extensions, ran up another 27. 2 , or 61. 8 of that move wherever that happens, whenever, that he takes it as a sign to get more cautious, rallies often terminate or at least go to hibernation hat these levels what can we learn from the charts now that the pullback has arrived after the socalled hibernation . Lets start with the weekly chart of netflix when netflix dipped to 178 yesterday at trading, gasping moment, got a support there, and stock quickly rebounded and now back at 184. Second and more important, broden likes a stock recently declined, last two major pullbacks there and there. Or these when netflix got hit or not august and september, here we are, the stock los