This is antisnob stuff. The rich types dont use it. But priceline is the google of all things travel and all things eating too. I still want priceline to buy yelp, another stock. But the reiteration of priceline is beating, it keeps beating the numbers. Almost every time a report it gets hammered how many times have i told you to buy it when it gets hammered . You have to. Make no mistake about it. Its both a travel play and the online reservation system for all the frugal shoppers out there. It explains the gain over the ten years since googles become public. Theres one stock im hammering you not to trade, just to own. That stock is apple. Up 4485 in the period since google became public. I say just own it. Because wall street plays this quarterly parlor game i despise. Each time acting as if its going to live or die by some 90day period. The analysts upgrade, downgrade on iphone count. Apples overall performance shows how ludicrous that kind of notion is. Thats not how you judge apple. No matter its happening again. Now that the stock is back to the old 700, the apple watchers make a cottage industry. The precise numbers, i look at it differently. I cant wait until the iphone 6 and the wearables come out. I will buy both immediately. You probably will too. So i want to own the stock. You probably should too. Okay, there was a rough patch after steve jobs passed but can we now stipulate that its much more shareholder friendly with the cash than the old apple ever was . And tim cook should be congratulated for listening to his coowners and also innovating, executing fabulously. The last 3,000 presplit points they belong to cook. This stock deserves to be higher still. Its way cheaper than the average stock in the s p 500 . Dont worry, apple will give you a dip. But will you take it . Good question. Now i have to skip around a little because i have to hit the biotech beaters. Because theres a bunch of them. Alexia pharma up, and then regeneral ron, celgene and gilead bringing up the rear and can you believe the numbers . Imagine how much money you made if you bought 1,000 worth of this . We caught some of the run on alex yon. I owe you on that one. But regeneron . Its ceo was the first ceo i ever had on mad money. The first person ever to come on this show. The stock was at 5. I pounded the darn table. Youve got to own regeneron. Closed today at 341. 50. I have never wavered once during that 336point run. Its pretty much all to itself, its developing an anticholesterol agent that might be taken in conjunction for millions of people around the world. And in part because sanofi and shareholder is snapping them up left and right every day. This pulls back all the time. Each one of the pull backs have been viable. Regeneron is one of the big four horseman along with the multiple sclerosis franchise. What can i say about the latter two that i havent said to you already . Celgene, revlomid has been successful against cancers. And as well the work it is doing to combat different forms of arthritis. Its still cheap when valued on what i endlessly tell you are the out years, meaning a couple of years from now. Nowhere cheap is the endlessly galloping gilead, which despite going down has jumped by 13 and could have much higher before versus the humdrum pharmaceutical companies thats because gilead has a reliable cure for hepatitis c. What people wouldnt people play including Insurance Companies for a cure for that dreaded disease . There competitors at work, but the fda doesnt speed up the lab work for me too products. Do we netflix tonight . Maybe we watch tv. Thats the question in my household. How about yours . I mean, tens of millions of people subscribe to the service. Of course like all the other stocks up 1,000 or more, netflix has been doubted the whole way. Even as this rally hit 2078 . Its indispensable. I cant believe that another company hasnt bought it yet. What fools those other mortal companies be. Now there are a couple of surprises on this list. The first is a stock thats done poorly. Its hard to spot. Intuitive surgical. Struck gold with the da vinci surgical machine. The stock has increased more than 1028 but its too late for this guy. The others western digital. Wdc. I used to have a 4. 9 position in this company when i ran the hedge fund. Darn it. I like many others used the storm play to back up the cell phone pictures. Almost flagged in Hedge Fund Conferences as overvalued especially now that its is up 1304 but the average stock sells for 18 times earnings. This gem is is 12 times. The more pictures you take the more you need it. You need plenty. Finally, no coincidence, salesforce. Com. A gainer, just reported tonight its ceo one of the most bankable men i know as i write in get rich carefully delivered another excellent quarter. Most Tech Companies i deal with were blind sided by the cloud. Salesforce invented it its a buy. 12 stocks have beaten the performance of good morningal since the ipo. What do they have in common . Amazing growth. I think they were as visible as it gets, including analyst flogging by me on mad money. I say lets stop dissing the market, but perhaps you need to own a winner and i just gave you a list that contains a whole roster of them. Lets go to alan in florida. Alan . Caller jim, in eagles to the super bowl, booyah to you. Ill take an eagles over steelers booyah. You know, preseason. Go ahead. Whats up . Caller hey, im looking at mobile, because they have the leading driving technology that will save lives. The big Car Manufacturers are already installing this stuff. E line says they have a better automobile better than google. And the Obama Administration seems to be on board with this. Should i get in the drivers seat well, look, someone in twitter said, jim, why do you hate mobilize . I happen to like them. Theyre good, yeah. I think its okay to buy. Im with you. I think its excellent. Its just another really good israeli kind of Technology Company that i want to get behind. Hi, hater, stock dissing the market. You have a list of stocks outperforming even google. Its all about growth. And dont miss my exclusive with ceo marc benioff. And plus, behind the boom. My search for the best ways to invest in the American Energy revolution continues. By looking at sand. But this is no day at the beach. Stick 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. Miss something . Head to madmoney. Cnbc. Com. I make a lot of purchases for my business. And i get a lot in return with ink plus from chase. Like 50,000 bonus points when i spent 5,000 in the first 3 months after i opened my account. And i earn 5 times the rewards on internet, phone services and at Office Supply stores. With ink plus i can choose how to redeem my points. Travel, gift cards, even cash back. And my rewards points wont expire. So you can make owning a business even more rewarding. Ink from chase. So you can. Is it finally time for salesforce. Com to resume its long march higher . They have been trading sideways in the mid 50s for months after a hideous decline during the spring when investors fled from all things related to it. Short term, the stock is flat for the year, down 20 . Opportunity. Heres the thing, nothing has changed at the underlying company. Its all about whats in style on the wall street fashion show. Salesforce. Com just reported and the company gave you a one cent earnings beat off the 12 cent basis, up 38 year over year. Acceleration. It edged out wall streets expectations so lets check in with marc benioff the chairman and bankable ceo of salesforce. Com to hear more about the quarter. Welcome back to mad money. Hey, jim. Thanks so much for having me on today. I really appreciate it. All right, marc, lets cut right to it. When you have this guide up it means there are certain parts of the businesses that are on fire. My sources are saying that what is really coming on is exact target this quarter. That youre doing some new work in marketing thats kind of taken the next step up. What are you doing with marketing thats an inexact target doing this . Well, number one, it is it was an awesome quarter. You saw, jim, we have got i think what you weve got accelerated revenue growth. Accelerated to 38 from the year ago. Now, more than 1. 3 billion for the quarter, that was just amazing. And jim, we have now crossed that 5 billion revenue run rate as well. I dont think theres ever been a Software Company that has grown at 38 at a 5 billion run rate before. Thats why salesforce. Com is so excited today. I doublechecked that and there isnt. Today youre the tenth fastest best company in terms of performance after google became public. Youre right about the growth. Now, in this quarter, you have got some very big partnerships. What does it mean when you have a partnership with microsoft . It was ballyhooed. Doesnt bring money to the bottom line . Well, first, youre absolutely right. We celebrate in june the tenth anniversary as a Public Company. We have delivered more than a 1700 return to our investors over the last decade. We have been thrilled to be a Public Company and were actually thrilled with that result. The answer to your question about exact target, it was an incredible quarter for exact target and we saw our ability to sell that product and have success with the marketing cloud which is what exact target has become. Something we have never seen before and we have seen incredible companies become successful with exact target. Let me link that to your microsoft question. The number one question of exact target is microsoft. Who has built a great new product that they have called office 365 on top of our Salesforce Marketing cloud. And that is that brought us closer with microsoft than ever before. Were using more sequel server. Theyre using more salesforce. Com inside microsoft. It was natural for us to form an alliance and we have seen incredible reception from all of our customers looking at this amazing integration that we have between office and salesforce. Now, how about the phillips deal . Another partnership that youre highlighting. Oh, phillips, you know, i was you know, jim, number one, i spent more than a month of the quarter living in europe and just had a great time over there. Really working hard on our france business, our german business. Our u. K. Business, all which you can see the european numbers are just, you know, beyond expectation, jim. And then, yes, we had incredible announcement with phillips where were becoming their Standard Health platform. Theyre becoming a Software Company and building applications using salesforce as the platform to do that. And we also saw incredible announcements in the quarter while i was in europe with other great organizations like roche who showed how the next generation hardware and clinical equipment is being built on top of the salesforce platform as well as Louis Vuitton. You will see more than 10,000 Louis Vuitton sales rep with the new client telling app. We talked about home depot using that. You have seen that at Community Home depot. Com and in the stores and with their employees and now Louis Vuitton which is the other side of the spectrum in retail, you know, is implementing the same technology. We couldnt be more excited about that. All right. A lot of people are telling me that the work that you guys are doing right now in social media, linking twitter, facebook, able to help retailers, all the other companies what is being said about them is attracting is attracting business to marketing cloud. Well, jim, thats absolutely 100 right. Ill tell you, its never been more important for retailers and all businesses honestly to connect with their customers in a whole new way. And certainly thats what drove safeway to do a huge deal with us this quarter. You know, now you know were dealing with safeway, were implementing our salesforce one platform which is salesforce running on mobile phones, salesforce running on social media. And helping them to connect with their customers in store, online and incredible new capabilities. The stock is unchanged for the year. Does it matter in terms of stock compensation that if your stock say doesnt go up this year, does that impact how you can hire people . Impact you getting the people that you want versus google, facebook, which are very competitive to other places to get jobs. Jim, we have the absolute best Management Team in software. You can ask anybody that. We have created that by yes, having world class compensation, both cash and equity based. By creating the best darn Software Company in the industry. You may have seen just yesterday Forbes Magazine awarded us the most Innovative Company in the world. For the fourth year in a row. And Fortune Magazine recently awarded us best place to work. Number seven in the world. Not number one, but working for number one on that. But ill tell you thats what attracts people to work at salesforce. Its a Great Company and we have a huge long term view and, you know, as you know, we have been public for ten years now. And you know we have seen that stock go up and down over the last ten years but were looking for the next ten years and where do we want to be ten years in now . I cant do quarterly quarterly reactions. I have to deal with the long term and i think for the long term were doing pretty darn good. Well, yes. Clearly, the tenth anniversary in being one of the Top Ten Companies in terms of performance youre doing that. Marc benioff, ceo of sales force. Com, thank you. I hope to see you at dream force october 14 to 16, the worlds Biggest Technology concert is coming and we have bruno mars this year. So dont miss it, jim. Thank you, marc. Thank you. Thank you, bruno mars. After the break ill try to make you even more money. Coming up, stay in touch. Its the Company Powering the taps, tolls and transactions you complete every day and a screwup on wall street could be presenting an opportunity to buy into the technology. Cramer reveals the name, just ahead. Where the reward was that what if tnew car smelledit card and the freedom of the open road . A card that gave you that im 16 and just got my first car feeling. Presenting the buypower card from capital one. Redeem earnings toward part or even all of a new chevrolet, buick, gmc or cadillac with no limits. So every time you use it, youre not just shopping for goods. Youre shopping for something great. Learn more at buypowercard. Com doesnt it seem like you find the things everywhere . I have got to the show my good looking mug on this i. D. Card every day to get to work. But apparently not everybody is on board. You see, on monday, an analyst at Goldman Sachs came out with what i regard as a striking condemnation of Nxp Semiconductors, which makes both High Performance chips and standard Semiconductor Components like these i. D. Cards. And in response, nxpi stock got slammed. Of course, Goldman Sachs is down as much as 5 intraday. Off 2 . The house of pain. I think this downgrade where goldman cut the stocks rating from neutral to outright sell sell sell was a huge mistake and tonight i want to explain why. Pashtd of the part of the issue is that goldman analyst i wont name him because im a gentleman. He has a serious credibility gap when it comes to the semiconductors in general. And xp specifically. Although his sell sell sell on intel has been down right ridiculous too. He first downgraded nxp from buy to neutral this past january when it was trading from the 40s. If you listen to this Goldman Sachs analyst you know what happened . You missed a huge gain. Now hes doubling down on his negativity and i think this could be a terrific buying opportunity, in a stock that rarely gives you this kind of pull back thank you to goldman. First you need to understand why this downgrade is why and why the semiconductors deserve to be bought, not sold. This goldman analyst makes three terms and i think all five arguments fundamentally misrepresent this company. Maybe when you hear his critique you should play some jeopardy, dumb research for 100 anyone. Please put your answer in the form of a question. First of all, he wonders and i quote, why does the market appear to be ignoring the fact that nxpi has a low margin and low growth commodity standard products business when arguing for a peer group for the stock . He thinks we should pay less for nxp earnings because it has a low quality semiconductors business. If the semiconductors only had this commodity business and nothing else, then the negative analyst probably would be dead right. But in reality, the companys commodities Standard Division only accounts for 23 of the sales and has been a shrinking piece of the pie for years. The vast majority of nxp sales come from the High Performance business, it makes chips that are proprietary. And its a cash cow for the rest of the company. This kind of cow. How about the downgrade second objection, why does the market not discount nxpis multiple to reflect the growing percentage of portable and commuting revenue like for the peer group . This question is actually easy to answer. First of all, Nxp Semiconductors trades at next years earnings estimate and needless to say a wholesale discount to the s p 500 average stock. Second, this goldman analyst he doesnt like the computing mobile businesses. But again, this is a pretty darn small part of the pie at nxp. Just 12 of the sales should come from portables and commuting and most of that comes from a broad array of customers. Thats very different from the nxi peers. If you look at eva go technologies they get 15 to 20 of their sales just from apple. Another 10 from samsu