Climbing 8. 86 how do we interpret the market is the market heartless in response to the plea of the protesters is the Market Making judgments about the difference between violent protest and passive resistance i know many people wish it would. They want the market to be part of the debate. They want it to play a constructive role in the dialogue over racial ee qualiqur go down to express empathy for the troubled times were living through. Thats not how it works. The truth is the markets blind because it has no eyes its deaf because it has no ears its a convenient abstraction, not a personal opinion investors make judgments until recently nobody was investing with an eye toward making the world a better place whatever that might be now there is a Younger Generation of investors with hearts in their heads. I share the sentiment. For the most part people pick stocks because theyre trying to make money we buy stocks at companies, Good Companies with good longterm prospects. Mainly ones that wont be hurt by the protests, by covid19 powerful longterm trends that will boost them no matter how the situations play out. To be crystal clear, no, the stock market doesnt care about social justice maybe you think it should. Its not my part but for the most part thats just not how things work you can say investors are myopic id say theyre myopic because it tends to produce better results. Classic example, china chinas government is terrible you may be furious with china for dropping the ball on the coronavirus. The president is the trade war escalates to the point where it hurts American Business t probably wont impact your portfolio personally im worried that President Trump has gotten so hard line against china that it might jeopardize our special relationship with taiwan an obvious target this they want to escalate. Its vital to american interests. Im concerned about what will happen to our companies that do tons of business in the peoples republic nike, starbucks. Starbucks had an announcement, its all in line theres no new news there. Of course, im always going to be worried about what happens with apple other than that, though, all this sound and fury about china simply isnt action. Is it an important story of course. In terms of geopolitics, its a huge deal. In terms of trying to make money, not so much so with that in mind lets circle back to the protests. From my perspective as a money manager what worries me is how this will interact with the pandemic i would never condemn Peaceful Protesters exercising their right to demonstrate and speak their minds at a time of sky high unemployment. You have to figure that the whole country is a powder keg. But we also know there is a deadly virus going around, and big gatherings are exactly where it spreads when you look at these videos, theres not a lot of social distancing and far too few masks. This is the mother of all super spreader events. Thats why im concerned that were going to get a huge second wave of infections far earlier than people hought plus the places where protests turned violent gives businesses another reason to shutdown or keep their employees working, working remotely from this stock markets perspective, everything that happened this weekend means the stayathome economy will last longer than we thought we have to hope it regenerates openings to put people back to work dont bet on it. This is an extension of the stayathome economy so lets think about the individual stocks and the stayathome trend lets circle back. Sure enough they rallied today not because theyre spitting in the face of the protesters, no, but because whats happening now helps their bottom line. So lets talk about the most obvious. Lets talk about zoom. Zoom video, up nearly 25 bucks today. Huge advance of its Earnings Report tomorrow. Out of nowhere zoom has become a 57 billion behemoth thats a major part of our lives. Its easy to use with a preemie you have Business Model. Newly heightened security that curtails zoom bombing. It was the biggest winner from the lockdown if the lockdown continues for different reasons, it still woonz. Zoomy lectures, its all on tap. Zoom is running today because there is a decent chance it might go higher after it reports. In my 40 years of nfrmiinvestina stock is up 13 the day before it reports buy high, sell high is a bad strategy, people in this crazy market anything can happen second, as crazy as zoom may be, its created cyber vulnerabilities. Its easier to protect your network when people in the same building now theyre using different machines that means there is incredible demand for Cyber Security software and the companies in this industry can make a fortune. The c. E. O. Of z scaler, cloud based security play, he delivered a terrific quarter and the stock exploded higher. One of the years best performers i wanted him on because in this market i knew z scale wasnt done going up. I wanted you to have it in your attention. With covid19 spreading and the lockdown, z scale surge another 12 . You have to understand what the market is sensitive to as long as there is a huge level of enthusiasm for z scaler, opta, a Cramer Family favorite the averages will keep climbing. These Cyber Security plays were practically made for this moment, hence the cramer covid19 index when people are afraid to shop and afraid to go outside, that means more customers for amazon. Again, in this case, a likely set of key strokes to order something from amazon turns into more key stroke to buy amazon stock. Ideally you want to send your money to small business. Theyre suffering right now. Most businesses remain closed thanks for the nonessential designation, which drives still more business to amazon. Hence its stock moved higher what else . We keep hearing about stock opening up what do you do every time you hear t you buy the stock, of course, of draft kings. Surged another 10 today its the only way to invest in the concept. Is the Online Sports betting Company Really worth 13 billion . The question is irrelevant, people, to this set of buyers who take it up every single time theres news of an opening day anywhere who else wins it from the stayathome economy how about this one, facebook it launched a brilliant, Brilliant Initiative facebook shops to help Small Businesses operate online. Theyre the natural ambassadors for facebook theres something to turbo charge the companys growth rate when their core had business its flying. Finally the stayathome economy, the software lets you sign contracts digitally you dont have to go to a Lawyers Office or bank. Stock is up 100 for the year. I think it actually has more room to run. It keeps being discovered by new people put it all together, and its not that the market is heartless, although it certainly has no heart its a buyers are op liveious to the risk of purchasing stocks that have run and run and then run some more. You can say theyre being reckless strategy, though, is making money. Maybe its some sort of discipline we dont know bottom line, at the end of the day, the market has no conscience investors simply trying to make money and thats why theyre crowding into the stayathome economy stocks, as i keep telling you, because the stayathome economy just got a major extension for many investors, right or wrong . Thoughtless or cerebral, its worth exploring. I want to go to chucky in california chucky caller booyah, jim, how are you . Im doing good. How are you, chucky . Caller im great, thank you. My question for you is tesla i know how much you love tesla theyre up like 7 in one day. Thats great so my question could be buy or wait i think tesla goes to 1,000 well reevaluate it there. It does need adds. Its got a business that is about to i think take china by storm, maybe the United States not that strong. That german operation is going to be terrific so i am totally in the tesla camp lets go to luca in texas. Luca caller jimmy chill, thank you for taking my call of course caller longtime action alert plus member. You made me a lot of money i am very, very excited to hear from you. Whats up . [ cheering ] caller the way things are going, my question is whats your thoughts on sky work solution right here for a three to fiveyear investment as a William Griffin is fantastic. The 5g play is going to be multiple years its also why i like marvel, had a great quarter marvl, you know because youre a member of the actionalerts. Com club. I like skyworks very much. Lets go to stafford in indiana. Stafford came hi, jim, how are you . Not bad, how are you . Caller i a massive amount of cash flow, im a little concerned about post coronavirus appeal i think dropbox is a lot like slack. These are Companies People had said microsoft has decided to put them out of business and theyre not going out of business dropbox is a popular product its not going to be as hot. There are some Companies Like zoom that are really taking off. Look, these are tough times, but for now the market isnt participating in that space. Thats how we rally. On mad money im sitting down with the c. E. O. Of one of the hottest stocks on earth, chipotle ill get a read on its trajectory with gold approaching alltime highs, the yellow is back by momentum and the covid19 shutdown but is the move long in the tooth . And my exclusive with one of my absolute favorite stocks, ulta after earnings to find out how the beauty business is changing because of the pandemic. So stay with cramer. Announcer dont miss a second of mad money. Follow jimcramer on twitter have a question . Tweet cramer madtweets. Send jim an email to madmoney cnbc. Com. Or give us a call at 1800743cnbc ado dmeyething he tmaon. Cnbc. Com. You doing okay . Yeah. This moving thing never gets any easier. Well, xfinity makes moving super easy. I can transfer my internet and tv service in about a minute. Wow, that is easy. Almost as easy as having those guys help you move. We are those guys. Thats you . The truck adds 10 pounds. In the arms. Okay. Transfer your Service Online in a few easy steps. Now thats simple, easy, awesome. Transfer your service in minutes, making moving with xfinity a breeze. Visit xfinity. Com moving today. What do we do with the stock of chipotle . Its kwun of the biggest winners in the shelterinplace economy. When the pandemic hit, chipotles stock went down to 114. We got behind it again we figured this team is so smart they would figure it out they pivot to digital ordering, mass market delivery, exactly what they needed to do, the stock is at 1,000 now its at 1,048 chipotle had a magnificent run, a 65 gain, you heard me, 65 drivethru chipotle, the move might be to take some profits, take a little off the table. We had a price target and it beat it. That said, i suspect this stock could have a lot more up side as its become a trusted place to get food during a period of fear and uncertainty. But dont take it from me or my staff. We order chipotle constantly check in with brian nick all, the chairman c. E. O. Of Chipotle Mexican Grill get a better read. Mr. Nickel, welcome back to mad money. Thanks for having me back it looks like Second Quarter estimates based on checks people are doing including someone at web bush this morning are indicating things may be a lot better than we thought even though they were already pretty good i know you cant talk about numbers specifically, but is there something going on that we should realize because it does seem theres a step function. You know, jim, you touched on this in the opening. Weve been investing heavily into digital and weve been investing heavily into our people and operations. And bows of those things have served us well during the covid crisis and i think theyll continue to serve us well Going Forward. Weve been cautious in how weve reopened dining rooms, but our hope is our digital gains will remain in really good shape while we start to bring back the dining room. And i think thats what some of the folks are starting to write about. Is it really possible that your average unit could go up to 2. 5 million . Is that even doable . Jim, i think its absolutely doable its been a target of this team from the day i got here a little over 2 1 2, yeah, 2 1 2 years ago. What weve always said on the team is once we get to 2 1 2 million, our eyes will be on how we go beyond that. So were very optimistic with the access that were creating, with our digital kitchens and all the Digital Access points combined with our food with integrity approach and the instore customization speed, value, experience. We absolutely believe we can get back to 2. 5 with our industry leading margins. Ee one thing you skpiz donand i talk enough about. The franchise model, people fell in love with it for a long time. It turns out if you own the stores and you want to give people a 10 pay increase because you appreciate it, you cut them a check if you want teamwork, you huddle with your team this model may be the tested model in the tough time. Yeah, jim look, ill tell you, were very fortunate that all 85,000 employees are chipotle focused employees and value the same values we have as an organization this idea and purpose around cultivating a better world, giving people access to food with integrity, it runs from my office all the way down to every general Managers Office and the power of huddling this Team Together during this Coronavirus Crisis has been really amazing i mean, we already had great food safety and Wellness Programs in place. But i would get on the phone with 2,500, 3,000 restaurant general managers and we would talk about what were going to do from a pay standpoint, what we need to do from a health and wellness standpoint on a monday. And i have to give these guys credit tuesday morning, they were already in action making it happen thats the power of our Company Culture and thats the power of frankly the great employees we have at chipotle i also think that it works nationally to be able to bargain. I mean, chipotle, the Real Estate Investment trust was dubious of, but now theyve got someone who they should pay you to be in there you bring traffic, brian and i know that youre able to negotiate leases but the fact is a lot of places need your traffic. And without it, it seems pretty dead look, jim, i had the opportunity to go visit a couple markets over the last week or two, and one of the things that was the highlight of my visit was seeing these chipotlians in action its another action point. I ordered a kes a quesadilla ahead of time. I pull up to the window, its in my hands, out i go, and its pretty an amazing experience, especially for chipotle to get the quality of our food with the customization of our food, that type of speed. I just think it is zap a whole new access point for chipotle that people just are telling us they love. We got 80, 90 restaurants today. Its going to be a big piece of our growth model Going Forward for sure all right now, this was a tough weekend for a lot of different people in a lot of urban areas im from philly. There are two chipotles i love on walnut street please tell me theyre okay. I know you lost a bunch of stores yeah, look, obviously these events have been tragic and it hurts on so many levels, you know fortunately, youll of our employees have been safe we have had some damage to restaurants, but its all damage frankly that we can patch up and fix, you know. Im optimistic about our future and i think, you know, we6 have to address some of these issues that are plaguing this great country. And i believe we will address them well get back on with doing the right things for everybody and thats one of the things i love about chipotle. Its a company for everybody you know, theres such Growth Opportunities for everybody that joins our company. Hopefully were building the culture where Everybody Knows theyre supported. Its an inclusive environment. We can truly get on with making this world a better place. Ive always seen your place as a model of inclusion. Last thing its pretty clear that you guys have figured out a bunch of things that others dont a virtual prom i mean, you know, we threw my daughters Graduation Party there. At chipotle. Now youre going another level yeah, look, i have to hand it to our teams here. It is a group of people that loves creativity, isnt afraid to take some risks and be on the front end of it. The virtual prom i thought was just a brilliant idea, and theyve done a lot of fun things around chipotle together we had gronkowski leading a workout. We had some country western singers doing some fun stuff over lunch yeah, look, i love the creativity that runs through our organization it really is one of the key values that we look for in everybody that joins chipotle. It shows like fun things like a virtual prom we care by the way, i dont trust the food chain as much as i trust the chipotle chain well, look, i have to really give a huge hats off to carlos he runs our supply chain group theyve done a phenomenal job of keeping our food with integrity ingredients in stock weve had some challenges here and there, probably have a few more as we do reopenings for the most part, jim, weve been very fortunate to have the food that you crave, your team craves, and have it available for you guys sometimes a little food in these times goes a long way for people to get together around the table. It makes us so happy. If you were there, you would be like oh, my god, those guys are insane anyway, thank you so much for coming on, brian niccol, chairman c. E. O. Of Chipotle Mexican Grill. Good to see you. Likewise, jim thanks for having me take care. I switch to the bowl. As you get older you have to make adjustments 9 bowl is makes me thinner than the burrito yes. The first word to any adventure. But when allergies and congestion strike, take allegrad. A nondrowsy antihistamine plu