Performance then down aggregate news. Other stocks rally on good event but then those gains are not sustainable. Which makes it plain treacherous out there. Everyday. Even a seemingly benign one like today. Let me give you some concrete examples so you know exactly what im talking about. Last thursday night, twitter broadcast an incredibly exciting contest between the new york jets and buffalo bills. And the followers of the stock were bursting with glee. If you went to my mentions column i was bombarded with people who simile could not stop telling me this is the biggest event since the super bowl. They thought the stock would open 3, 4 higher. There were people saying that my tempered enthusiasm was misplaced to use a euphemism no are what they thought. Even though i enjoyed it and the twitter is now to the moon alice, sure enough. Jumping to more than 19. But then we got the numbers for will actual show the other day and they are down right puny. Apples to apples basis, 230,000 em watched on twitter. It was in a word disappointing. And even though the die hards dont want it hear it, the stock was immediately hammered to pretty much where it was before the game. It was exciting. Turned out not to be the needlemover that so many expected. I continue to think that twitter is an underval id asset versus what it could be worth. But it is overvalued on its current earnings configuration. How about home depot . If you ask me which company had the biggest quarter of all big boxes, that would be home depot. Longterm forecast runway positive data elevated earnings. But we have within hearing anecdotally about a slow down earning. For the month of august, they were punk. That was after home depot reported they were down. 3 from the previous month. Shattering. Then today a decline in the Housing Starts of fairly long proportion. That took me by surprise. The result, best performing retailer by the numbers is one of the worst performing by the stock. Having fallen from 138 to 126. We can only imagine how bad it would be if home depot reported weaker results. How about the inconsistencies with the groups that drive you crazy. You mostly correlate by sector. I would say the two best Home Builders are lenar and home brothers. There are Gross Margins improving sales. He raised his forecast right on the air here. But today lenar reported an ever so gross report. Lennar stock is punished. Yes. Dropping 3 . Actually closed kb homes and not as good home builder reports an outstanding number. Remember i told you i like their california business and the stock is rallying 5 in after hours. How about another one . Last friday straight shooting talker greg heys, ceo of United Technology spoke. Reiterating guidance at the same time talking about production problems and make the new geared turbo fan fuel efficient aircraft engine. There are still glitches. Something in this that is so complex to build. He was none to happy and he made this point several times. Customers are angry because they are clamoring for the product. I totally got the frustration of the new engines. But you know what . It didnt matter. They decide to dump the stock, falling about two bucks. It wasnt the supply of engines and they hard to make, that wasnt it, no, no. Had to be a slackening of demand. Story the got totally distorted. It was incredibly inconsistent compared to what was actually said. The main fedex quarter tonight, i dont know about you, i feel better. Not worse. About the United Technology forecast. All right, elf in the room. Wells fargo, here is the company that had some of the worst publicity imaginable about crossselling misdeeds, amazing. Ceo was brought to the senate for questioning. It was a weird hearing. But anger at stumpf brought condemnation. Some crossed aisles against stumph. Now come on, man. We know you expected that but no, wells fargo had its biggest day in ages. I think short sellers felt like they today bring in their bets because of the possibility after surprise rate hike at tomorrows fed meeting. Whatever the negative publicity fall out, wells fargo is supposed to be the top beneficiaries of a rate hike. I suspect the stock will go back down though. Or consider the bizarre disconnect between what analysts are saying about apple sales and what the sellers are saying. This morning we were treated to what i regard as an extremely negative no from Jaffrey Piper about how the new iphone may not have the leg answers the demand is petering out much faster than usual. But then david interviewed sprint ceo. He is a true mcgwiguerrilla fig. We asked him about the note. He point blank dismissed it it is not a question of who you want to believe. It is more after serial commentary. He boosts the right back up with his comment. Hence the gyrations with. Ael stock and hence how hard it is to have comments about anything. Yesterday looking like it was rolling over but tonight adobe, total cramer favorite, suggested and microsoft out of nowhere announcing a 40 million buy back and suddenly tech is looking good. How about this. Allergen, paying. Are you ready . More than 700 premium, took therapeutics, might have, might, might, might have a drug for Liver Disease and even though as recently as two months ago we learned this drug failed its primary end point, what heck. We have to find out more. But put out a big note today with jack moore, strategist, but still, 700 . I find that inconsistent. Or one more. Urban outfitters say good things about how fashion is back for women even in the mall and that they are spending again. Consumer wants to buy she is purchasing. But then last night saying most women cut back buying. Even though they think they have the right fashion at dress barn, justice, maurice, ann taylor. Perhaps because of weakness in the oil price. Sounds like a stretch to me. What is it . I think urban has it right with stock over 56 of the year. It dropped nearly 30 in one session. Here is the bottom line. Basically this way all year. Big runs in stocks only to see them repeal on absolutely nothing but a note about the back roll. Government division or report from another company in sector that isnt doing that well. Quickly, finding the last positive data point. The kind of thing that inspires zaero confidence and it keeps so many investors on the sideline or streaming into the exits well before the game ends. All can i say is what a revolting development. Liena in florida, lena . Calle caller booyah, jim. Booyah. Caller i own proctor and gamble stock and received an ever to exchange kng shares for cody. Right. Caller i would appreciate just sell it. Proctor and gamble went up to 89. But we think that proctor is going to be a better long time buy with that yield that you want. Lets go to ruth if washington. Ruth . Ruth . Oh, okay. Take another call. How about bruce in illinois . Caller hi, jim. Good to be with you. I was looking to get in on a timeframe for sales force crm. Bought in at 79. 95, last shares right before earning. Right. Caller the market punished it sort of even though it beat on the top and bottom line and roughly 10 down, not today at 72. I worked in data mining and Software Companies so third and fourth quarters are generally good for those yes, they are. Big budget flush. Caller do you see any reason why the company wont execute this is a complicated quarter for sales force. I know they didnt feel they executed as well as they would like. But dream force is coming up. Thats usually more action. Dont forget, einstein knew Artificial Intelligence. I think the Company Stock is a buy. And i tell you, strong numbers from adobe this evening cause me to think better about sales force. A maddening market out there. Thats why i need you more focused than ever. Tonight i need to you focus on stories that can cut through the noise. Tonight, etsy crafted a rally. Sales up year to date. Tonight, im talking with one of the Companies Top execs to see if the online goods and emporium can continue heading higher. And General Motors may not grow for years and believe it or not thats the good news. Ill explain why and what it means for other stocks affected. And Financial Technologies reef lugsized how investors drop coin. Is that smart . Ill tell if you there is still bargains to be had when we analyze the group and go off the charts. So stick with cramer. Dont miss a second of mad money. Follow jimcramer on twitter. Madtweets. Send jim an email to cnbc. Com or call us at 1800743cnbc. Miss something . Head to mad monemadmoney. Cnbc. Using 60,000 points from my chase ink card i bought all the fruit. Veggies. And herbs needed to create a popup pickyourown juice bar in the middle of the city, so now everyone knows. We have some of the freshest juice in town. See what the power of points can do for your business. Learn more at chase. Com ink see what the power of points [rock music playing]siness. Announcer dont let e. Coli mosh with your food. An estimated 3,000 americans die from a foodborne illness each year. So, always separate raw meat from vegetables. Keep your family safe at foodsafety. Gov well right now all our new plans come with no data overages. Well finally be in control. And were back. Introducing new at t plans with no data overage charges. Like i told you last night, there is one thing to keep you working and thats growth, pure growth. The thing about Growth Stocks is that they can come in all shapes and sizes. Take etsy, online marketplace for handmade goods. After spending near lay year getting hammered in the wake of the ipo, it was skeptical, but then the company dramatically improved the user intraface. Terrific technology and fundamentals started to improve immediately. Hence why i recommended this stock four months ago. Etsy rallied more than 50 with the gain coming after a blowout quarter. The company has become the number one place it buy hand crafts online and from this year 2018 forecasting the revenue the increase at 20 to 25 compound at growth rate and merchandising volume rises from 13 to 17 annually. On top of their organic growth, they bought a Company Called black bird technologies. They deliver superior search relevance and recommendations for undisclosed sum. Black bird gives them an Artificial Intelligence platform. To help etsy do a better job of directing their customers to products they like to buy. This is so essential. Especially going toe to toe with amazon. Take a closer look at christina, etsys chief officer and a member of the global cfo council. Get a better sense of what is happening with her company. Welcome to mad money. Good to see you. Thank you for coming. Thanks for having me, jim. This acquisition. When we hear about Machine Learning and Artificial Intelligence, you think amazon has that and they are killing everybody. What will this do it make it as it is, etsy is killing amazon. What does this mean to be competitive. Etsy Leverages Technology to connect people through commerce. We are tech innovators. This is a great example. What we can do with this technology that others cant. Were so excited to have this black bird team on board. We have deep skills learning because it is really hard to connect 40 millionite tomorrows 26 million buyers around the globe. But this augments our skill set and accelerates our progress and search and we think itll drive future growth. Were so excited to have this. You have a special machine when it comes to international and translation. Is this going to be, my wife beads all the time because she makes jewelry so she goes to etsy constantly. If you like beads you might like something . This technology has multiple application from just spelling suggestions to recommendation engines. It will really help us turn the fly wheel on search. Were already leaders in unstructured data because all of our 40 million items for sale are unique. They are not commodity goods. Not found anywhere else. This will just help us really accelerate search. There are periods when someone will say amazon will do a home crafts or alibaba. How have the competitors done who have tried to be in your space . Weve been in business for 11 years and we have seen competitors come and go. When we look at the Competitive Landscape we think we are differentiated to help these creative entrepreneurs. We have 1. 6 million in 200 countries. They have a distinct set of needs we feel with our technology we can leverage it more than anything. Talk about this. My daughter was on your platform and you guys not only do not abuse sellers as some companies do. But you absolutely try to promote their businesses both on and offline. Yes. I think is another example of what we can do with our technology. We talk to our sellers all the time and build Seller Services to help them grow and scale their businesses. We directly target their pain points. Their pain points . Their pain points. They tell us where they need help. Whether it is marketing, inventory management, shipping, payment. We launched our service five years ago and that is 50 of revenue. Yes, etsy is ecommerce but it is so much more. We have new service answers growing the ones we have. You are growing the app and the app is where the business is done. You have to stay within the app. How much of your business is done on handheld . At this point, 60 of our visits and nearly 50 of our gross Merchandise Sales is through mobile. We are really proud of what we have done in mobile the last two years weve been laser focused on it. We think there is so much more to do. Again this acquisition will help us on things like mobile search for example. We think there is such a pipeline that we can innovate around with our products like mobile app. But also growing in mobile web, mobile app and desktop which we are proud of. Quite differentiated. Now, i know you i do a lot of stuff in brooklyn, seeing you guys all the time and youre a huge employer in brooklyn. Can you get the talent in this area that you need to be able to be a good presence online . Absolutely. When we think of etsy as a company, it attracts employ eens when you think about engineer being with engineering is not just Silicon Valley and engineers come to us and come because we are such tech innovators. We are known for that and they love the hard problem of 40 million unstructured items connecting with 26 million buyers and 200 countries. Thats so exciting and challenging. Such a great opportunity for smart engineers. In one of the panels i led where your ceo is there, openly talked about the notion, youre an advocate for Small Business and that that is really integral to what you believe in. As you know, Small Business drives economy and were passionate about the creative entrepreneurs. We have a selleraligned business model. All of our Business Decisions are around. How can we help them succeed . Makes it really easy to make Business Decisions when youre focused on your customer. One of the things that would distinguish from amazon, you have craft fairs, youre perfectly willing to introduce your sellers into the world of say, macys. Oh, yes. When we think about the longterm we want to help our sellers sell wherever she is. Theres a great opportunity, not only with etsyowned markets like etsy. Com like pattern like our wholesalers but to take all of our Seller Services off of etsy over the longterm. A great opportunity. Its been great, money is made, you far exceeded guidance and people love your site. Both buyers and sellers. Thats kristina salin, etsy cfo. Just a terrific story. Stick with cramer. Coming up, the stock of tech data corporations soared on monday. This was a monster deal. Why is it even perceived as being perfect . Does this company have more room to run . Cramer sits down with the ceo. When mad money returns. Experience the thrill of the lexus is f sport. Because the ultimate expression of power, is control. This is the pursuit of perfection. With dand bold styling to to stay ahead of the curve. The lexus rx, rx hybrid and rx f sport. This is the rx, elevated. This is the pursuit of perfection. I was amazed yesterday when i saw Morgan Stanley upgraded General Motors. Adam jones had hated for years. I mean, it was certainly a begrudging upgrade. It was brilliant in simplicity. Sure, if General Motors can report flat earnings for a couple of years, they think it is a huge win. When i check wall streets consensus estimates, sure enough for gm, 585 this year, 585 next year and 557 in 2018. Holy cow it would be fabulous if it can generate flat numbers for the next two years versus consens consensus. No wonder this information caused gm to spike. One of yesterdays biggest gainers. And it kept it today. And why are flat earnings so important . Okay, average stock sells for roughly 18 times more but General Motors sells for six times earnings because it is expected to have two down years in a row. Money managers will not pay up under any circumstances with declining numbers year over year. Gm has the same problem as ford. Same as delta, united, continental. And analysts believe the future will be much worse than the present. Thats a pretty darn exclusive club. Even if it isnt one you want it join. And low valuation cease statement. There is no particular reason why the aught yoes and Airlines Need to have two years Going Forward that are down. The companies certainly arent thinking like that. These companies are concerned about the near term absolutely. They are worried. But the very bullish about the longterm prospects. The analysts on the other hand are a lot more skeptical. So i got to ask you, who will be right . Honestly, i find it hard to believe that they are facing not one but two down years in a row. I think many of the problems have to do with the addition of new capacity as companies try to take advantage of higher fares. Even after all of the c consolidation in the industry. They gauge in price wars all over the country. They simply cou