This crazy market in perspective. Call me at 1800743cnbc or tweet me at jim cramer. Does the market know what its doing . Does it really punish apple stock for, lets call it as it is, the best quarter ever. Does it really reward murick for not screwing up . Should twitter have been crushed on an estimate cut or ibm rally on a dividend hike . One is still growing like a weed and the other is not growing at all. These are all part of the mosaic today. S p gained. 28 but the nasdaq fell. 10 . Its not that the market is stupid or even that its unreasonable. Its just that its prone periodically to brain freezes and snap judgments. We saw a huge number of snap judgments today and they may not hold up under close scrutiny. Even as they seem dramatic and final in their severity. First theres apple. What happened . How could this stock be down if youre selling more than 60 billion iphone. How could it be down with the excitement of the watch . How could it be down with the rapid adoption of apple pay or the excitement and tease by tim cook of apple tv . It was simple. It was up huge a a head of time and its almost always the case with the stock of this company when it reports a good number and this was a fabulous one. After a big run theres always someone willing to call the top. The top. And we heard plenty of top calling today. A massive amount of top calling. Mostly about how it cant get any better than it already has. Weve heard that before havent we . People dont want to factor it in early or that samsung is being vanquished by its home turf and forget that about that capital being returned. Who cares . Thats for the longtermers. The shorttermers dont care about that. What to make of it . Its business as usual. Its why i urge you not to buy ahead of the quarter because i knew there would be someone or anyone that would say time to go. Thats it. Thats exactly what happened. Its almost like clock work. You need to ask yourself has the story really changed . I could argue that it has. Now that we have seen the quarters results we know the stock is even cheaper than we thought. 12. 5 times earnings. What do you do . You wait a few days for it to settle. It wont be void by any upgrades. Most people already said its a buy. If anything it will be hurt by downgrades as analysts take the queue from the stock itself. Thats what they do. They cant take pain but i think apple stock will find a level where the fearful are gone. The summer soldiers and sunshine patriots have fled and you can get back in and hold it for the longterm. What does that mean . How about you own apple . You dont trade it. Something after 114 million shares that changed hands today told you wasnt obeyed at all. Thats okay. Its always that way. But then you have murierk. The drug company that had failed to innovate and come up with blockbusters. It was the most forward of the drug companies. We used to call it st. Merk when i broke into the business. Why . Because it could do no wrong. Lately merk had become the ultimate. Pretty much everything from Animal Health hepatitis c, diabetes cancer. Then this morning it totally dazzles with better than expected numbers and some good news on its hep c formulation and cancer franchise. Suddenly its merck transformed and the stock is the standout of the day in the dow. But is it . My Charitable Trust owns the stock. Im thrilled that it rallied so big on this quarter. However the market has a confession to make. Merck isnt that terrific. It just isnt as bad as we thought and for that it gets a brand new valuation and a better one. You think thats odd . How about with the how about the out with the new, in with the old . And thats how you have to feel about twitter. I wish i had a sound board because i would press boo and buzzer and all of that stuff and ibm. The market is making judgments that might not hold up on appeal or at least i think one wont. Lets start with the one that might not hold up under appeal the bad boy that is twitter. This is one of the most bizarre am tushishateur releases in all my years. It got its earnings leaked. We dont know how it happened. We know the market hated it or hated the leaked number which looked remarkably and unfortunately like the actual deal. You might be confused about this one too because twitter reported a sharply better than expected quarters but then proceeded to squelch all hope by cutting its forecast to the point. Sellers sur paced everywhere. What happened here . What happens to get a stock down almost 20 . Twitter stocks start substantially lower than it was when it came into the session. It started at 35. Then it ran into the mid 50s. Why on combination of a belief that it figured out how to monetize its users and make them more happy and bring new people into the party but when we saw the numbers we recognize that we were too positive. Yours truly included. Another charitable stock. Stock got crushed on a belief that these guys not only cant execute, they cant even release their earnings right. What to make of it . First i think there was too much enthusiasm by everyone except for a fellow by the name of rob peck. He is the analyst soon to sport the name sun god analyst that downgraded the stock yesterday from buy to hold. He has me involved in it with the whole way. Should have been out there throwing mud at this thing. Even though its down theres so many analysts that have to cut estimates tomorrow that another down day or two or maybe even three is in the cards. He just downgraded there has to be more pain. Why believe in it then . Just jump over this fence. I believe that twitter remains a gold mine and while i thought these folks figured out a way to mine it i was wrong. Twitter has to figure out how to make it more accessible and while it was cool cool isnt translating into numbers. How could this decree be reverse reversed . By prayer . No, by devine bells and chimes . No but someone else maybe. Meaning that if it cant fail if it keeps failing, well lets just say someone else will take care of twitter. Now i dont think most investors are going to be that patient. Hence, again more pain. Its going to be like a mr. T situation. The prediction pain. Polar opposite ibm. Unlike twitter which was thought to be spry but is now in intensive care and some would say dnr meaning do not recess tate ibm was perceived to have no pulse at all. No pulse at all. I know that there were many a call from people on twitter no less to put really at jim cramer on twitter to but him on the morning wall of shame. Ibm, she is finished. I admit having not been too keen going into the last quarter but you could see that ibm was reinventing itself on the fly. It was all there. Reinventing itself this time as a trusting advisor to companies that want to compile and analyze big data. Look i dont think that its Cloud Business is where it will be. Its no sales force. Com and were going to hear from them later. But its getting there. More important, though this stock rallied huge today because it boosted its dividend by a phenomenal 18 . No one expected that. The stock has been doing nothing. That 18 boost is incredible and it brings ibm into a very special club. Its the we will pay you 3 while we wait for a turnaround camp and thats a camp i want to be a part of. I want to go to that camp. To me the judgment will hold up under close scrutiny. At least the next few quarters because a conservative company like ibm doesnt boost its dividend like that if it doesnt have the book of business to maintain it. Now you can not afford to be shocked by this pattern of failed discounting and misdirection. Analysts were cutting numbers from microsoft for weeks before the quarter. So when it beat those subtle revisions, the stock took off. Hasnt looked back. Rallied again on top of yesterday. This time because of the Morgan Stanley upgrade. What did it say . The reports of the copper gold and oil company are premature and that was enough to send the stock up almost 4 . So apple and twitter overdone but must get severely overdone. Burnt to a crisp while merck and ibm get rerated. Theyre going to choice from chuck. Neither is prime. That would be too quantum a leap. Let me give you the bottom line for today. This is like short order cooks, dont make for the finest of feasts or most accurate ones. You have to live and die by them only if you trade. Tomorrow is a brand new day and judgments are made today to be reversed on a later date. Lets take some calls. Texas. Caller yes, dr. Cramer. Big booyah to you. Congratulations, man. Thank you, man. I love being a doctor. Always wanted to be one. Dont even have to go to med school. Whats going on. Caller nothing much. I would like to say one thing i really appreciate what you do for us. We need your advice. I watch you in the morning 8 00 to 9 00 and 5 00 to 6 00 every day monday through friday. Thank you. Thank you. Caller i have a question about gw pharmaceuticals. I like it. A lot of that is because my doctor is the cbs doctor that told me the way to go. But its run too far too fast. Lets be careful here. There were too many shortterm cooks in the kitchen today and they spoiled the market. The good news is if you stick to the mad money mantra of investing and not trading you can make a sweet dish as long as the longterm story plays out. Ill talk to the pioneering ceo behind the epic rise of salesforce. Then tmobile is nipping at the heels of the big boys and stock is being rewarded up 25 this year. Ill talk to the the ceo to find out whats next. Plus cyber threat. The man helping to secure silicon valleys biggest players against attack. All ahead. Mad money from one market continues. So stick with cramer. Dont miss a second of mad money, follow jimcramer on twitter. Have a question . Tweet cramer madtweets. Send an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something head to madmoney. Cnbc. Com. Will you help us find a house for you and your brother . Woooooah youre not just looking for a house. Youre looking for a place for your life to happen. Zillow we need to talk about one of the most Important Technology trends of the year cloud computing. Welcome back to mad money. Great to be with you in San Francisco. Fantastic. The bay bridge behind us. What a gorgeous view. A beautiful, well lets see, boat going by us. Youre here in sales forces headquaters building now. One market street. Thats exciting. Welcome. Thank you for having me. Mark, you are quoted as saying the business of business is to improve the state of the world. Your stock is up 1,000 since we first said you should buy sales force. How can you reconcile those two . When i was in Business School i was told the business of business is business and stay in the guard rails. And i think theres been a pretty big shift and i think that shift came from the founder of the World Economic forum that said the business of business is improving the state of the world. And the way to do that is with stakeholder theory and what that is is so simple. It may be simple to you but not to our viewers. Well the reason why its so simple jim is because were told all the time well think about your shareholders. Thats all that matters. Your shareholders and eps. If thats all i focused on my company would be a disaster. The reason my company is successful is because im focused on my stakeholders and not my shareholders. If a lot of important stakeholders that are important for your company, your employees, your customers, your partners, the Community Around you, you know all of these people who live here in San Francisco, for example, the environment. And a lot of other Key Stakeholders as well and to really think and be successful as a co today you need to think in a multistakeholder frame work and thats what is important. Thats really what drives me every single day. You bought a company, exact target famously he said listen i hope that mark doesnt move all the jobs out of indiana. Suddenly indiana state became part of the business of improving the state of the world. Youre right, jim. We paid 2. 5 billion for mr. Dorseys company. Which is a Great Company and you integrated it perfectly. Its the best thing we ever did was buy that company and we got great assets with that company. Now its all the sales force marketing cloud. It moved us into marking. Its fast tracking into a billion dollar a year business for us. But we became the biggest tech employer in indiana so all the issues in indiana became sales force issues because of stakeholder theory. My number one stakeholders are my employees. I have to advocate on their behalf. I have to be their spokesperson and the tip of the spear and when we saw what was going down in indiana, that they were going to be prevented from being in restaurants, it was crazy. What was i going to do . Send my customers to indiana state indiana and they were told you cant go to this pizza restaurant because youre gay . That was the igniting of the stakeholder theory. My job is to say thats not okay with us. Board of directors, General Council, they all theyre all in on it so to speak at salesforce . They understand this concept. A lot of people are starting to understand this concept. You saw with what happened with indiana was it wasnt just sales force that said you cant do this and said to the governor mike pence you need to change this law, which he did, but it was many ceos. Everything from the ceo of levi strauss to eli lilly to nike to marriott and we saw Doug Mcmillen the ceo of walmart call the governor of arkansas and say dont do that here. That was impressive. They recognize something very porn which is youre an advocate for your employees. You have to be speaking the truth and you see it more and more. Thats the future. Thats exciting. Thats the future. I hope its the present. Thats right. I have just a little time left. The apple watch. Youre the first guy out there. Did you decide how your business is doing . Im excited. I can just hit this button and i hit the sales force app. Was it a good day . You can see im running my business from my wrist. Im checking my Customer Service requests. I can see my analytics and look at Everything Associated with my business using the Sales Force Analytics cloud which is our brand new product that lets customers do Business Intelligence and also of course i have it on my phone right here of course. Which is your mainframe . Is that your mainframe and minicomputer. It could be. It is amazing actually how computing has changed but whats on my wrist today is more powerful than the computer that i learned to program on which is only 10 miles south of here. Thats a good way to end things. Pretty exciting. Chairman and ceo of sales force. Com. Business is to improve the state of the world. Mad money is back in one moment. Coming up mobile maverick. The unconventional ceo behind tmobile is giving the big boys a run for their money adding over a million subscribers last quarter. But after a 25 run this year can the uncarrier stock continue to soar . Cramer talks to him when mad money from one market continues. Can it make a dentist appointment when my teeth are ready . Can it track my crews performance, and protect their heads . Can it tell the Flight Attendant to please not wake me this time . At cognizant, we see opportunities for every company. To meet the new digital demands of their customers. Can it process my Insurance Claim . Like, right now . Can it download a track while im sampling it . Can my keys find me . With the power of digital, analytics and automation now every little thing can provide even greater value. Ok, so can it tell the doctor how long you have to wear this thing . The answer is yes, it can. So, the question your customers are really asking is can your business deliver . Im always telling you that ceos matter. You might think in a company with tens of thousands of workers that one individual even if hes the top guy cant make much of a difference. Im telling you that view is wrong. Look at tmobile. Its the smallest of the four major Wireless Companies in the us. But its growing like a weed. Tmobiles brilliant ultra competitive ceo has been waging a one man guerrilla war against the rest of the industry by giving people what they want a Wireless Company thats simple transparent, no longterm contracts that lock you in. Cheaper prices than the competition. Much better Customer Service. Hes a good guy and dresses in magenta and based on the Strong Quarter tmobile reported this morning hes winning. They added 1. 8 million customers and the Company Accounts for nearly 100 of the phone growth in the entire industry. Its a revolution and i bet the stock would have been up a lot more today if not for the fact theyre spending heavily to build out its network to compete even more aggressively going forward. Earlier today i got a chance to chat with the president and ceo of tmobile. It was a hoot. I can only describe the numbers as stragaggering. Where are these people coming from. Keep going down jim. We had 1. 1 million postpaid net ads and a million postpaid phone net ads and so far at t and verizon announced minus 327 and minus 180. More than 100 of the growth and theyre coming from all of the other carriers. Mainly because were doing my philosophy of business. Were listening to our employees and listening to our customers and shutting up and doing what they tell us and so far the uncarrier is resinating with customers in a big way. We have actual data about resinating because you have port ratios that no one else is willing to talk about. Can you talk about for att and verizon . Its funny. Postpaid porting ratios is very simple. When people its only one of many indicators but if a customer leaves and goes to another carrier and takes their number, ie ports with them we track the ratios. And if its 1 point that means its even. Youre losing as many as youre gaining and two years ago tmobile was always negative and we went positive and its been two years that we have had a positive porting ratio as a company and its been five quarters by the way that never ever in a given month ever has any carrier been positive with tmobile. The overall porting ratio was 1. 7. In q1 it was 1. 93. And so far in q2 which is april its 2. 2 to 1. At t is not bad. At t was 1. 8, 1. 85 and now theyre 2. 05. Verizon was 1. 4, 1. 6 and now 1. 8. You get the trend. Yes. So were pointing very positively and thats one of th