Have you noticed that the rallies seemingly has no end in sight with this week representing the second best performing set of sessions since the beginning of the year . Dow gaining 75 points yesterday. Nasdaq even 1. 7 . I urge you, dont get too complacent. Next week we get the real test of the bull of the month, when the fed meets on tuesday and wednesday. Spells out whats going to happen with this bond buying program. That seems to be quite ineffectual of late. Given that Interest Rates currently available in the 10year treasury nearly doubled since the spring. Thats where our game plan begins, people. Lets stipulate the importance of this spending. Remember risk on, risk off . Remember that stuff . Remember that bit of tomfoolery and garbage you were subjected to constantly. You were supposed to buy or sell whether people were feeling bullish or bearish or risky or something . It was one of the most stupid soundbite of sessions. Im glad i stomped it out. Thats how i feel. Im getting there at least. About fed tapering. The process which the fed will roll back the program. Youve missed the whole rally weve been waiting for it. And it might not even matter anymore. If the fed was trying to keep rates down to boost housing, thats already happened. Thats come and gone. Homes have been incredibly affordable the last couple of years, courtesy of how low the Interest Rates were. And how glutted the supply was. Now the supply of homes is diminishing rapidly. Interest rates have been going up a great deal. Housing markets been knocked for a loop already. So if the Federal Reserve says its not going to buy bonds aggressively because the economys getting stronger, i dont know if it will matter. Damage is done. Enough already. Thats why you need a personal game plan. I think when we hear any tapering will occur, and that will be wednesday, there will be jokers out there who will bail out of stocks. When that happens, listen up. You need to be ready to buy some of the many stocks ive liked on the show. Other than the Home Builders and housing supply companies, i dont think there will be that much earnings per share impact. Remember, thats what moves stocks. Thats what we should really care about, and thats what we do on mad money. Be ready, keep your powder dry for 2 30 p. M. Thats when i suspect we could be in the nastier part of the selloff. That might be your chance if you look to buy stocks not levered to housing. Maybe the industrials that have more to do with china and europe turning than the feds been targeting. Weve been waiting to see if higher rates have actually hurt the real economy away from housing. We get two numbers on monday to help us find out. Empire state fed survey and industrial production. I think theyll be strong. Those who have been selling stocks because they believe theres newfound weakness in the economy, i think theyll be proven wrong by this. Ive got to tell you something, theres a lot of people think the economy got weaker. As they look at apparel. Mondays also the first day for the Morgan Stanley industrials in auto conference. This might be the last window to learn how the big industrials are doing, because remember, theyve got to go quiet. Thats right. Theyve got to go quiet near the end of the quarter. Monday we hear from uber cramer fave boeing. Yeah. The same boeing everyone else abandoned except for me when the dreamliner looked like a nightmare liner story. I bet we hear that things have only gotten better of late as europe and china are growing more positive about the prospect. Boeing breaking out alltime highs. It is so not done, people. While the Morgan Stanley industrial conference continues to roll out tuesday and wednesday, we also get the citigroup if theyre hanging out, why not a second shin dig . Companies are chatter about a turn in china. That is emerson, which has been redhot. And united technologies, alltime high. Wednesday earnings reports could actually have major pin action. The most important we hear from is teflon transport, also known as fedex. Ive always loved this confroens call because the Company Gives you a terrific view of the world. Fred smith, the guy that runs it, irrepressible economist. I cant tell you how many times fedex has been negative over the last few years because of that forecast. Whats happening to the stock . How about a climb from the low 80s to 107. If fedex lower the boom on the economy and its own numbers, you have to buy the stock. Perhaps with both hands. If we get a real dip after the fed has spoken. This is a beloved company. I dont see any sign its become scorned in any way. If they see anything positive, i tell you, it is going much higher. 120 next stop. We also hear from oracle wednesday. Oracle has me puzzled. Constantly, had to be a good quarter in there somewhere. Each time it let us down. I finally gave up, took a loss. I dont know why things should be different this time. Salesforce. Com is eating their lunch. Even though sales forces deal with them. Oracle always has an excuse for why its performing poorly. What will be their alibi this time . Thursday we get results from two of my favorite turnaround retailers, terrific home goods play, pier one, which has a great housewares story. Weve caught a triple in. And rite aid which weve recently warmed up to as a viable play in what had been two horse races between cvs and walgreens. People said the housing play should be pronounced dead on arrival. Im not sure of that. Look at lowes corp. Pier one has not only gotten their act together, its fully reinvented its website. I think we like what the company has to say right here before the market opens. It might be a good trade. Riteaid could keep percolating, too. I think it will head to the 5 range from 3. 58. Remember it was a buck and moribund . Thanks for cleaning up the former pig sty of a riteaid next to the ftrain stop. Its finally safe. I dont mind walking there anymore. Weve got a blank slate on friday. No news, no meetings and no earnings that matter. Frankly, i think by the time we get there, well need the rest, as we will fully have digested whatever the fed means by the gobbledygook it releases on wednesday. Hopefully this time next week well know who the fed chief nomination is. Yeah, i think well know. And i bet we get that name on friday. Its not going to be it may not be spring, it may not be fall, it may not be winter. So theres the bottom line, its been a fantastic run so far for a month generally considered the worst of each year. Next week we get the first test of the september bulls real metal and after this run its reasonable to think we could get a selloff around the time of the fed meeting. Like here, okay, actually in the clock it will be here or there. Then again, in full candor, i admit i thought we would have had a selloff already. I cant imagine we could be less complacent now that the feds Magic Carpet Ride has come to an end. This isnt nearly as important as others do. But we wont know if im going to be right until friday. Ben in new york. Ben caller hi, jim. Thanks again for taking my call. Yet again. I have a little problem. I would appreciate your advice on it. I shorted october options for gld, about three weeks ago. When it was at 132. Im thinking that i closed that position. I went ahead and bought a long position on it, on gdx, not on gld, for the same october contract. What would you do in my position . You have to unwind it. Unwind everything. Dont fool around. Unwind everything and put it back on if you still like it. Thats what every trader needs to do. Unwind on monday. Do not fool around. You have just done the wrong thing. And right it. Bill in new york, please, bill . Caller hello, jim. Great big buffalo and Buffalo Bills booyah to you. E. J. Manuel and c. J. Spiller, booyah. A lot of people have that in a fantasy thing. Caller i saw them and theyre getting hot now. Okay. Caller i have a stock thats hot and id like your opinion of it. Sure. Caller a small volume stock called insys therapeutics. Insy. Up 2. 2 since earnings last month. Boy, bill, buffalo bill, ive got to tell you, ive got to study this one. I mean, really. I dont know this one at all. And it is redhot. Ive got to do some work. Theres been Something Like 15 Biotech Companies that have come public that just started. I will get back. Im going to do a big review of biotech next week. Thats it. I cant take it anymore. All right . Lets go to tracy in texas. Tracy . Caller hey, jimmy, i spoke with you before. I want to thank you, thank you, thank you. Our obvious authentic observation that you made by commenting on going into the store, i bought it yesterday at 101. 77, sold it today for 115. 95. The sweet cherry on that is it paid for a ledge degree. My husband and i want to thank you. I just happened to go buy it in jersey city. Its packed. Sometimes you do that. I like oldman. Caller i jumped on it. When i read the transcript it referred to the crm platform. We watched the show. When youre talking about the clouds. Is that crm platform we dont know. Thats a generic thing, Customer Relations management. Benny is protective. Mark bennett is the ceo. Unless its on their website, and i didnt see it last time, you dont know whether its them. I ask them, i west to soandso, is that yours . Hes too discreet, mark bennett. Meanwhile, ulta, my friend herb is a contributor to cnbc, hes saying, jim, dont take the bait. You know what, if this is the bait, consider me hooked. September, what an anomaly of a month. I still cant think of a week to be less complacent. The fed meeting the real test. Theres also friday, by the way, mike, mike, mike, hump day could produce the first big selloff and give us a chance. Mad money will be right back. Coming up, data dynamo . It could be the best stock youve never heard of. After more than doubling this year, can this big data spec continue to make cash rain down from the clouds . Cramers got the forecast next. And later ipoh my. The social superstar of the decade is going public. But twitter isnt the only hot story hitting the street. Dont miss cramers take on the new names you need to have on your radar in know your ipo. Plus, you ask, he answers. 1800flowers. Let me do more work on it. You send cramer back to the books. Now hes got the answers you need. Plus, jim responds to your tweets at madtweets. When it comes to tech stocks, you can never stop looking for the next big thing. Because as soon as a revolutionary new product comes along, it tends to leave the previous generation of tech stocks in the dust. Not to mention making boat loads of money for the companies behind the game changer. That tends to be true of any industry. But in tech, these Game Changers seem to come along a lot more frequently. When i started investing, tech was all about main frames. They were the cutting edge. They got replaced by smaller, cheaper, more powerful machines. Mini computers, micro computers. A red hot business in the 1980s was made totally obsolete by its battle with a personal computer. Were in a world of cloud competing and big data. The term for harnessing the vast quantities of information we create every day. Tonight, for speculation friday, i want to tell you about a company with a Disruptive Technology thats taking the big data universe by storm. Im talking about splunk. Splk for you home gamers. Splunk. It was founded in 2003. And just became public about a year and a half ago. To understand the importance of splunk, you need to know the way the company historically managed their data. For ages now, the standard had been whats known as Relational Data base management systems. Thats a 35 billion business dominated by oracle, which reports next week, ibm and sap. For all the chatter about big data in the technology world, the truth is only 10 of the data out there is actually structured in one of these businesses. What about the other 90 . The unstructured data. Thats where splunk comes in. Much of this unstructured data, this stuff is whats known as machine data, which includes all the data generated by all the systems running in data centers, all the connected devices, applications, servers, security device, machine to machine remote infrastructure that powers any given enterprise. Until splunk came along nobody was really doing much with this machine data. Its a catchall category. There are literally thousands of distinct machine data formats. That makes aggregation very difficult. But splunks platform takes the machine data and makes it accessible. And most af all, valuable to its clients. Thus the heart of the big data theme you can use this information to diagnose security problems, assess the health of your remote equipment, and demonstrate compliance to your regulators, among so many other great applications. Splunk has figured out a way to figure out whats important in this machine data and bring it to the desktop in a format thats easy for users to understand. Let me give you an analogy. Make this easier to understand. The traditional data base model is like stumbling around in a cave, okay . With a flashlight. I mean, you know you cant see very much. A lot of stuff is in the dark. With splunk, you get full illumination, meaning you can see whats happening. Get value out of vast quantities of data just sitting there untapped. In fact, the founders named the Company Splunk as a reference to spelunking or spelunking or whatever you want to say when you go through caves. I used to call it spelunking. Hey, splunk. Heres a telling quote from the director of Product Management at cramer fave salesforce. Com. The fact that we had a data Treasure Chest was not obvious until splunk came into the picture. Guys, is that an endorsement or what . I think its a very Disruptive Technology. Splunk has become the leader in the unstructured data business. Tam for Splunk Software could be north of 30 billion. The companys already blowing the competition out of the water. And a lot of Major Tech Companies have already partnered with them, cisco, f5, big data companies. Splunk software can be installed by a Single Person in a matter of hours. Huge stepup that required an entire team of people that took moo months or years to deploy. I saw it in action. And a separate platform plunk storm for analyzing data from the cloud. Customers in more than 90 different countries. I think this story is in its early days. The companys been increasing they now have 1le 9 sales reps up from is 74 in the fiscal first quarter. Only 50 of these reps are fully productive yet. They plan to grow sales by as much as 70 year over year. It should continue beating the estimates from wall street. Can you imagine whats restraining you is you dont have enough salespeople . Oh, the clients are out there. Splunk just reported at the end of august, delivered a smaller than expected Earnings Loss with high anticipated revenues. Rose 50 year over year. The company also gave upside guidance for the full year. The next day the stock shot up 12. 8 . It has not looked back since. This is the yelp of big data. Theres just one problem, the stock, like yelp, is very expensive. Splunk has already doubled. How much money is being made in this market . We dont talk about it enough. Splunk trades at 12 times, not earnings, but sales. Little worrisome. The company is not yet profitable. Although it should move into the black next year. All aboard i dont like to chase and i dont like to pay through the nose for anything. But splunk is growing like crazy. It will grow like crazy for the next three years. It should be able to sustain Revenue Growth north of 35 . Theres only a couple that do that, salesforce. Com, 30, 35. Companies could make 90 gross market. If splunk is really serving a 30 billion market, maybe traditional analysis can gain the opportunity here. This might be one of those stocks you need to break free from the four walls of the spread sheet canvas. That said, its far from cheap. I prefer to wait for the stock to get knocked down, not by itself, obviously, because i think its doing really well, but by the next marketwide pullback that pulls down everything. Do you remember that cyprus used to bring us down. Brazil riots, remember those . That will be your best chance unless they do a secondary offering which would be an opportunity, like linkedin. Sanchez, did you the see that . Told you so. Heres the bottom line. I think splunk could be a game changer. I think the stock is worth owning. But for speculation only, please. And i would only buy a tiny bit at these levels. And try to wait for a pullback to buy more. Splunk, the best new company you probably never heard of. And the one that i think will roar to the finish line by the end of 2013. After the break, ill try to make you more money. Coming up ipoh my. The social superstar of the decade is going public. But twitter isnt the only hot story hitting the street. Dont miss cramers take on the new names you need to have on your radar in know your ipo. [singing] hoveround takes me where i wanna go. Where will it send me. One call to hoveround and youll be singing too pick up the phone and call hoveround, the premier power chair. Hoveround makes it easier than any other power chair. Hoveround is more maneuverable to get you through the tightest doors and hallways. More reliable. Hoveround employees build your chair, deliver your chair, and will service your chair for as long as you own your chair. Most importantly, 9 out of 10 people got their hoveround for little or no cost. Call now for your free dvd and information kit. You dont really have to give up living, because you dont have your legs. Hoveround replaced the legs. And now every hoveround comes with this handy tote bag and cup holder for access to your favorite items. And right now, get this limited edition hoveround America Travel mug free with your hoveround delivery. [singing] hoveround takes me where i wanna go. Call or log on to hoveround. Com to find out where a hoveround can take you ive got to tell you, the twitter deal, going to be a circus. Everyone will want some. Even if it goes out at 20 billion, which comes to 17 times sales. Thats the highest valuation ive heard anyone discuss so far. Of course, its me doing the discussing. So thats what i think will happen. All i ask right now on this deal, listen, people, who work at the big firms. All i ask is the book runners, those who control the underwriting, be fair. Try not to hurt