Hey, I'm Kramer.

Welcome to Mad Money.

Welcome to Kramer.

I'll do my friends.

I'm just trying to make you some money.

My job is not just to teach and entertain, but to do some education.

Call me, 100743, CnC, tweet me at Jim Kramer.

We keep wondering, what would it take to make people start focusing on all the other stocks in what I call the real economy

instead of just the speculative stocks in the AI Data Center stocks?

Well, today we found out you need to see a big tech company screw up and then get slaughtered.

I'm talking about right through the meat grinder.

I'm talking about just a nihil.

I'm talking about meta.

And that's when people start to care about the hundreds of stocks that are part of the real economy yet.

Although you might not have noticed from the action today with the doubt dipping 110 points, S&P tumbling, 0.99% as Zach plunged 1.58%.

Yet last night, meta platforms reported what I thought was an amazing set of numbers,

beautiful in every way, great user growth, incredible profitability, good margins, so far, so great.

But the company had to take this big charge. No one saw coming. Don't worry, non-cash, still plug ugly.

More important, management committed to a level of capital spending that far outstrip what anyone saw coming to an amount that, I mean, frankly, seemed imprudent, if not downright, reckless, to many of the big hedge fund managers who determine your stock prices.

The result, meta stock did indeed get eviscerated, plummeting more than 11% today, which is why the S&P and the NASDAQ got hit so much harder than Dow Jones Industrial Average, as the Dowell's got on a lot less tech.

To many of these big-time tech players, not me, but them, Mark Zuckerberg, has lost his mind, or at least all his discipline that he had demonstrated so well during that year of efficiency.

To them, he's now in the year of living dangerously.

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