Hey, I'm Kramer. Welcome to Mad Money. It's CBC One Market in San Francisco. Welcome to Kramer,

I'll be one of my friends. I'm just trying to make you some money. My job, not just to entertain

you, but to educate and teach you. So call me at 1-800-743-CMBC or tweet me at Jim Kramer.

At the end of the day, investing is all about searching for good stories. We're constantly

of a hunt for powerful long-term themes that can transcend whatever might happen with tires,

or trade, or inflation, or interest rates, or any of the other big picture issues that

control the market on a day-to-day basis, including today, where the Dow gained 55 points,

the S&P advanced 0.28% in the NASDAQ 0.65%. But it's not enough just to find a transcendent theme.

You also have to get the timing right. If you're too early, the story might be too small to move the

needle. And if you're too late, you can find yourself in a situation where the easy money's already

been made. That's why I love coming out here to San Francisco, the beauty of capital of Silicon

Valley. Because when you're fishing for new trends, it helps to cast your line into the biggest

fishball. So what's the investable theme everybody's talking about right here right now?

Personalization. It's everywhere. The idea that companies need to know who their customers are

and what they want before those customers know it themselves. Now this may not sound new to many

of you because, like say Apple's been doing their frages. They invent products you want before

you even knew you wanted them, right? That's how Apple became the largest company on Earth,

with a trillion dollar market capitalization. And hey, when you see the stock jump four bucks

today on a very big, very big vine, it can JP Morgan issues a buy recommendation based on the

strength of its new products. And the ever-burshing service stream I always talk about, it's easy to

understand the power of personalization. Oh, and of course, Amazon. I mean, it does the exact same

thing. Hence why it's also close to a trillion dollar valuation of its own. But this year,

...