Darn stupid lately. Maybe President Trumps thrusts have thrown investors off their game. But im becoming increasingly aware information not being valued accurately day after day. Its a big factor in the rally. Dow up 8 points. S p back slid 0. 09 . Nasdaq declined 0. 08 which can only be regarded frankly as a successful consolidation of the recent run. Take last night. Take cisco, the giant networking equipment maker, morphing from a hardware to a software company. It reports revenues that look anemic, and the stock gets banged down instantly. Im sitting there, having done a ton of homework for tonights interview with the ceo, and i can see from the deferred revenues the real number, the real metric that matters in a software company, that its actually a much better than expected quarter, especially when you compare it to the previous one. Im aghast that once the stock does tick down, the journalists are out in full force. Theyre justifying debt klein in a selffulfilling miasma of reporting, like this gem. Ciscos shares dip as it reports a 25 drop in aftertax profits, end quote. Thats by a seemingly reputable news agency. Its a never ending battle that sometimes gets won the next day as was the case with cisco which immediately and correctly rallied, ending up as the strongest performing stock on the dow today, closing up more than 2 as cooler heads prevated. How about accept kico. Yesterday the Company Reported a much better than expected quarter. It had exceptional growth and then offered a forecast that took in the obvious challenges of Foreign Exchange given the super freakin strong dollars ascendancy. What happens . The stock nosedives and the stories about how pepsico cut its forecast and now expects weaker sales appears if by magic. Then the sellers reload and new ones come in scared by the new stories, and they throw away their stock. Pep rapidly becomes one of the biggest decliners in the s p 500. Im practically screaming at the machines about how wrong the sellers are. So i ask questions of Hugh Jo Johnston in a squawk on the street interview that are meant to quell the panicked selling. I wanted to elucidate how this was a much better quarter than anything we saw from its companions in the Consumer Products group. Johnson totally delivered. Nah, but the moron sellers, they had their minds made up that somehow this was a true guide down based on slowing sales and they just kept dumping it down to 105 bucks. Painful. What happens today . A total reversal, of course. Up more than 3 bucks from the lows because people figured out that perhaps pepsico is just being conservative and adjusting a fabulous forecast, truly strong with good for you products accelerating and business well ahead of plan. The dollar caused the pain, not the product, darn it. The sellers should have known because the exact same thing happened to the stock of adobe when it reported. A total currencyrelated cautionary comment, and what happened . The stock dropped more than 3 bucks before then rallying 17 points in almost a straight line. It was a furious rebuttal to the uninformed sellers. We saw a similar pattern with 3m recently. It got crushed when it reported falling from 178 to 174 because of what the headline writers called a weak Consumer Products division. Sure, you can pull a line and see an unexpected decline, but declines dont necessarily mean weakness, a term which to me connotes a failure to have the right product and flagging sales, poor execution. If you listen to the conference call, you discovered that 3ms softness had to do with a particular problem, not with 3m. You trust them because the ceo has been money in the bank for years, and hes earned the benefit of our doubt. Maybe it dawned on people that ingas Consumer Products are doing just fine because 3m stock is now up nine straight points and its really breaking out into hitherto unknown levels. Where she stops nobody knows. Sometimes its a little more subtle. Take chipotle, the numbers looked terrible when they reported but if you were following the companys trajectory, you would realize chipotle is beiseeing the turn business weve been forecasting. History dictates you cant get a rally in the stock until 18 months after the last health scare. Were only in month 14. The idea that the stock should be hit on numbers that show progress, that seems a little strange to me. That is until we saw a barrons article that weekend predicting a 35 decline in the stock. All told chipotle sinks from 423 to 395 on what were numbers you needed to see. Wouldnt you know it . What happened . Since then chipotles bounced back, 424. Hey, no harm, no foul unless you sold it. Speaking of food, i really liked the mcdonalds conference call. The forecast looked really strong, augmented by some big changes courtesy of ceo steve easterbrook. Somehow, the narrative got hijacked giving you no reason to own the stock of the golden arches. Sell, sell, sell. No reason to own . How about all the tech that hes putting in . How about the menu changes that hes been tinkering with that have improved the companys numbers around the world. It was a stunning comeuppance by those who simply looked at the calendar, saw easterbrook put through all day breakfast. The stocks up five points since then. I think you can go higher. Sometimes there are clues you can find if you put in the work but they get lost in the trump press conferences, national security, labor appointee resignation. Ever since micron held its Analyst Meeting saying nothing but good things, that stock has been drifting lower. Ive liked this one since the mid teens and at just below 23, down from 25, i like it still very, very much even as i get blasted on twitter of course for ruining people with that two dollar decline. Last night im listening to ciscos fabulous cfo kelly cramer and shes asked about why the gross margin for some products was weaker. She said there was a headwind to the quarter, and i quote, we are facing a significant cost increase to our d ram memory costs that we are paying. Its a very tight supply right now and we are seeing dramatic increases there. Guess what, micron makes those d ram chips. Its a boom bust business thats now firmly in boom territory, which means although people lambasting people about this stock on twitter have a chance to buy it down two bucks from its highs and down a lot more verz where it should be. I figure i could spend the rest of the day tweeting why micron stop is up. No, nothing. Microns stock actually went down today. Hey, theres an opportunity. I dont get it, but its just like all the other stupid things i just mentioned. The fact youre getting this kind of opportunity is down right crazy, insane, and lazy. But heres my bottom line. When you see a stock thats down and then you read a headline that tells you why its down, dont automatically presume that either the stock or the headline is right. Go deep. Read the reviews. Find out what people were saying ahead of time and grab that conference call. Go to the end of it. Y youll be doing far more homework than others are doing and you could be starting a good investment instead of dumping one because of a thoughtless crowd and its amen wres chorus turned you against it. Lets go to harold in my home state of new jersey, harold. Caller whats up, cramer. This is harold from new jersey. I miss new jersey. I miss all the pollution. Caller oh, yeah, youre really missing a whole lot. Yeah. Caller anyway, question. Tesla has been running all over the place. Last few days, its run up. Its coming down a little bit. As a trader, you know, ive been doing pretty well. But now i bought some up top, and what happened today . It slammed down. Remember, you got the quarter next week. There are guys that are saying listen, the quarter cant be that good. I dont like to buy the stock after its run tiny a quarter. I want you to be careful but then again, its tesla. It is loved. The president loves elon musk. Musk thinks im a simulation. Lets go to steve in california, steve. Caller hi, jim. Steve from san louis obispo where rain is falling like manna from heaven. Really . Geez, we still have nice weather here. Its probably coming our way. Whats happening . Caller ive owned raytheon about 15 years. Dividend reinvestment the whole time. Now worth, including dividends, about ten times when i initially paid. Its nearing its alltime high with lots of recent good news, and i was thinking of selling and holding the cash for any upcoming correction. Is now a good time to sell raytheon . Caller steve areno t sells at 20 times earning. It had an oak quarter. Im going to say ixnay on that. I like raytheon. This market can be real stupid sometimes. But you dont have to be stupid with it. Dig deeper. Dont presume the headline is always right or the stock action for that matter. On mad money tonight from cnbc one market, my sit down with twitter coo anthony know doe. You know what, were going to hit it all. Then my exclusive with tech giant cisco after those blowout earnings. Find out what has the stock moving much higher on todays tape. But first the one experience i had this week that changed my view on an up and coming industry. Dont move. 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. Miss something . Head to madmoney. Cnbc. Com. Some things are simply impossible to ignore. The strikingly designed lexus nx turbo and hybrid. The suv that dares to go beyond utility. Experience amazing. Announcer its played host to an ongoing american drama. We did just get a tweet 6 34 a. M. From the president. The relationship between trump and putin, we see the tweet. And while President Trump makes headlines for his use of twitter announcer its an inner monologue for millions of users, but its also a stock thats fighting for its future. To add profit to popularity. Tonight we need to address one of the great mysteries of the stock market. Why cant twitter seem to get its act together . Heres a company with a hugely popular platform, had 319 million Monthly Average users worldwide. Its the president s preferred method of communication. You could argue it got him elected. And every now and then its stocks seems to capture our imaginations but twitter always seems to struggle when it comes to actually growing the business or even articulating a corporate strategy. Take last week. Twitters stock had been trading up, seemingly trending toward 20 bucks. Then it reported. Ed guidance for next court was down right atrocious. It got hit with a wave of analyst downgrades. So what do we do from here . Many people argue that the prospect of a potential takeover puts a floor underneath twitter stock and the big insider buys from the ceo last week certainly helped although some immediately pointed out the company cant be it takeover talks if he bought in the open market. If they dont come up with a strategy its hard to see how the stock can be considered investable, which was i was so glad we got a chance do speak to anthony noto, in order to get a sense of his vision for the companys future. Take a look. Anthony, i always felt that when you were on wall street, you were one of the best guys in trying to figure out what a companys worth, whats the runway. The present value. What is twitter really worth given the opportunities versus the 11 billion market cap . What id say is im in the business now of helping run the company, and were going to let wall street decide what the company is worth. Wall street has spoken. They dont think you have the mojo. I think we have to prove that we can not only draw the audience, which were doing, our Third Quarter of accelerating growth in a row and now we have to marry that with great monetization growth. What side say is there are f theyre global and theyre in every language. That content appeals to everyone in the world and we should make sure the product is easy enough to use so everyone can use it and benefit from it the same way you and i benefit from it. Maybe the whole narrative is wrong, anthony. Youre a storyteller. You know thats important. Maybe the reason why a salesforce is willing to pay 29, which is sub taxly above where it is now, is because it really is a great treasure trove that machine learn cog apply to. Why did the board turn down a 29 bid. What id say is we cant comment on anything specifically but the board understands his fiduciary duty. But a home run is a home run. Why go for a single . Ultimately the board has to decide whats the best way to maximize shareholder value. We understand david faber talks about why disney wanted to be in. Disney has espn. You get a fantastic combination. Combinations can be great too. It doesnt necessarily have to be a 29, 30 bid. We partner with these companies and create great value by partnering with them. Our live product is a product that reaches a younger audience, a global audience, an audience thats on mobile. Last year in the Fourth Quarter we had 600 hours of live programming. Thats reached an audience that was 55 of which was less than 25 years old. So our relationship with the nfl and other of the Big Media Companies is really helping them reach an audience. We think we can really help them and were focused on doing that. Lets talk about the nfl. You used to work for the nfl. The deal you crafted with the nfl, is that special versus tv . Why would i watch it on twitter . Yes, you know i do because we talk. Why watch it on twitter versus the network . Well, its an entirely different experience. For ten years on twitter, weve had people talking about live events as theyre unfolding. So now were bringing the video to allow that conversation to happen in one place. s aggregate the best tweets on twitter below that video in a timeline thats curated just for every individual. So pregame grammy. Pregame grammy, we delivered an enormous audience, 5. 1 million unique viewers. That was higher than the nfl games. Why weres able to achieve that . Were six months into live video now. Were better at providing discovery. Were better at marketing. What cosmetic company was called before this and saying were going to deliver 5 million so you ought to pay us 5 million. Kaching or no . Redid very well in the Fourth Quarter. Two video businesses packaged into one solution for advertisers. We exceeded our expectations for live video and the amplified business in the Fourth Quarter. Were really pleased. Its an economic model that makes sense for us. If youre jack dorsey, youre the ceo. Youre pleased. You buy 7 million in the open market. Why immediately are there some people that say theres a sign of confidence, which i said on air, and other people just say, well, there goes the takeover. So therefore it was a negative that i bought the stock. What i would say is no one cares about twitter more than jack dorsey. Twitter the service, twitter the company, the twitter employees and the shareholders of course. Jack gave back 125 million a year ago and bought 7 million again. Hes just showing his passion and his confidence in the company, and i wouldnt see into it any more than that. Okay. So Deutsche Bank downgrades, said daily averagizer growth accelerated but unable to this comes despite President Trumps average of seven tweets per day last month. Undeniable. Deutsche bank is undeniable. What i would say is weve seen great progress in our audience growth. Many Internet Companies back to the mid90s that once they saw a decline or a flattening of their audience growth, it led do a very bad outcome. We were fortunate in that we change whad we were focused on. We went to the basics in terms of Product Development and testing and were able to accelerate our growth and audience for the third consecutive quarter. Most recently, 11 growth. We think we have a much stronger message to advertisers now. Were accelerating growth in audience. We have doubledigit growth in inventory and prices are down 60 . We just need to get the better r. I. Reflected. I look at it if you have a bifurcated mod and say, heres basic cable and you get those advertisers. Now, heres premium. Heres hbo. The hbo is you get the president s feed. You get all your sports. You get the grammys, and you got to pay 3 a month. Would anyone given that number, that progression, do you think anyone would stop paying 3 a month . I think we have a lot of optionality optionality. The most important thing is to make twitter the best place to see whats happening in the world and whats being statalke about. But is the best place to advertise . The inheernt nature of a tweet requires immense focus. It is not necessarily like search where you can actually its a terrific medium to go against. Its not like facebook where its kind of per rusele. It is immediate and the ads break up my train of thought. Its a phenomenal ad platform. We are basically taking organic activity and providing an advertiser the ability to turn that into a promoted tweet so it can reach more people than it would organically. Those types of activities on twitter have proven very valuable. Would it be as valuable as say snap, and do you think the snap ipo where theyre talking twice your valuation, that makes sense to you . What id say is were focused on what twitter can do. Evan evans a friend. Were rooting for him. We want all the companies in our industry to on strong and successf successful. Anthony noto, coo of twitter. Thank you so much. Good to talk to you. Announcer coming up, it was one of the hottest ipos last year. So what is twilio doing to make 2017 the year where Great Expectations meet big profits . Cramer talks tech with the ceo. For our model to get all the developers in the world onto twilio and bring us into the companies they work for when they need to solve communications problems. When mad money returns. Okay. I was a skeptic about Driverless Cars, at least until yesterday when i rode in one. I thought they were a pipe dream, something that wouldnt be viable until the distant future. Turns out i was wrong. And the future is now to quote the late, great football coach george allen. Sure, i dont know when youll actually be able to buy one. But yesterday i came away from a drive in a waymo, the vehicle alphabet is building, thinking that i should be far more skeptical about human drivers and far more enthusiastic about cars with machinemade eyes and ears because they can be trusted not to drink, not to text, and not to tire to name three causes of so many fatalities both here and worldwide. Okay. My drive was a short one. Always chaperoned by s