 All right, good Monday morning, everyone. It is time to talk about the markets with Jim Cramer on the floor of the New York Stock Exchange. Jim, we'll start with your real money column on why people distrust the bull market. Yeah, it's very funny, because I'm obviously opposed to Doug Cass, who's a must read a real money pro. I just continue to think that there's too much skepticism. And I outline 10 reasons why people don't like the market and have one foot out the door and try to refute them. And the essence here is that I genuinely believe that stocks are worth more than they're selling for. And that they obviously can go down, but that that's opportunity. Now, there's like Rev came out with a piece saying, dips, opportunity. Everyone chides this view. And the Rev's totally on it, but Rev is a great, great column. You've got to read the Rev, you've got to read Doug. But the essence of what I'm saying is that you've got to stop fretting about the knowns. The knowns are in a lot of the market. Spread about some unknowns that I haven't come up with yet. All right, Facebook is a holding of Action Alerts Plus, and its price target was raised by Credit Suisse. Yeah, look, I think Facebook is the other side of Snap. Snap has 711 million shares coming out. Interesting that the piece by Credit Suisse said it cut the price target, even though they said that advertisers like it, even though they said that businesses is coming through strong and that they have a profit in 2019. According to Credit Suisse, I don't think that's the case, but this is Instagram. No matter what you do, no matter how you slice it, it's just true that Zuckerberg decided that he was going to come after Snap hard. And I think the more we think about what happened with Snap, the more we recognize this was just a decision by a very high level, tough, competitive executive to take that business away. Wow, it's just incredible. And then on Mad Dash on Squawk in the Street, you talked about NVIDIA. Yeah, NVIDIA, look, I don't name my dog NVIDIA for nothing, there's a nice little dog section I should have called NVIDIA, but when I'm with Lisa, she actually likes to use the names Bug and Evers, doesn't really think it's right to use the name NVIDIA because that's more of an adopted name, it's just kind of more of a moniker. But the NVIDIA piece this morning about Toyota is very important, everyone should recognize that NVIDIA is the leader on autonomous driving. And I know that Intel, what mobile, I had to try to take that leadership back. So we'll be interesting to see what Intel can do, but Jeffree's downgraded Intel to a sell. I do think that NVIDIA, they're involved with Volvo, they're involved with Toyota, they're involved, it's an ecosystem that NVIDIA is building. And I think people still, NVIDIA is still down from when left, when Citron said, listen, it's too high, I said stick with it, it'll be a rounding earth, don't worry about it. And right now, I'm looking right. Everest NVIDIA is still better than Bug Chevron. Yeah, oh my gosh, Chevron is, look, oil's very interesting, it started down 47, and then it's been rallying, but I still think you need something fundamental to drive oil higher, whether it be demand, and the price of gasoline keeps falling, or whether it be supply, and the Saudis are in no mood to cut anymore because they've got this Aramco deal. So something has to give, or else oil can still go down. Harley Garner thinks they make a stand, she's our real money, unbelievably good commodity analyst. She thinks it makes a stand at 43, if that's the case, it bounces to 50. All right, meanwhile, Boeing price target was raised at Jeffree's. Boeing, the aerospace market is part and parcel with one of the great bull markets out there, along with travel, leisure, along with the Netflix economy, along with what I regard as being experiential stocks, and the tremendous cloud, mobile, social, internet of things, machine learning, Amazon, and it's gonna go hard. All right, Arconic, another holding of Actual Learners, plus upgraded at JP Morgan. Yeah, you know, look, Arconic, I think, in the end doesn't have any leadership, and something that doesn't have any leadership could be for sale. Now, Elliott wants to get something done there. Obviously, there were real mismanagement issues. We know that now. There's a lot of room for upside, and a lot of room for downside. I really like Arconic here, Action Alert Holding. Another Action Alert Holding is Southwest, which reported some nice data for June. Yeah, you know, look, there's a downgrade to Southwest, and that's just an opportunity. I do have a talk on Wednesday, where I talk about stocks that I would buy right here, this is something, this is a little insight into what I want to do Wednesday. When you get any sort of decline in Southwest, you just pull the trigger. And that talk is Wednesday at 11 a.m. for Action Alerts plus members. Yeah, and by the way, you have the 11 o'clock conference. You're on Roundtable, which I'll be listening to. Peter Scher was tweeting at this morning, and there's just some great people. You got Sarge there, right? I mean, you got some really, really, it's just a very important call. Very important. Yes, Doug Borthwick and David Williams as well. So good. I really want to ask Doug. I mean, Doug, you know, he's very pro gold. Gold is not rallying on North Korea. Is it the seasonally wrong time to find gold? I'll wait to see what he says on your call, because, boy, gold acts awful. Now, on the last call, he did predict that gold may not be that great, but I want to know when it's the bottom. And also the Silver Flash Crash, who can... Yeah, I know, I'll believe him. Let's also talk about Valiant paying down some debt. Look, Joe Papa may be doing better than we think. They've paid all the mandatory debt down for 2019. So now they have an opportunity to be able to do, they have maneuverability. Do I think that it's a great stock? It certainly was a great stock at 12. I don't know whether they have something in the pipe. Joe Papa said they do. We need to see new drugs. That's what drives drug companies after they finish their balance sheet issues. Jim, what are you expecting from Amazon's Prime Day? I expect up 20% year-rear. I think that a lot of the brick-and-mortar stocks, as I predicted, are going to get hammered today. I'll get hammered tomorrow when people come out and say that it's up 20%. And then maybe Wednesday we'll create a soft bottom in retail, and you might want to come in and start buying. That's my thinking about TGX. Again, I'll be talking about that in my 11 o'clock conference call on Wednesday for Action Alerts, because I think the TGX will be knocked down to a price that is kind of math-watering. And I'm sure you'll be talking about Pepsi, which reports earnings on Tuesday. PepsiCo tomorrow, I'll have a full wrap. Injury doing a great job. Stocks are the only consumer packaged good stock that has held up here. A lot of that, by the way, is the turns. I should mention this. What people understand is that Doritos turn so much. They only have to pay once a month to supermarkets, but they sell, say, 10 times during that month, so they can use that cash flow with interest rates going higher. It's really good. So PepsiCo becomes the de facto way for them to make a lot of money. All right, it's a busy week for the markets, but it was also a busy weekend for Jim's garden. Oh, okay, let's talk about that. All right, so a lot of people, I posted some pictures. I was away for three weeks. And when you come back from a garden, a garden's a mess, and I had to restore order. Order was completely, I actually had to call Lisa to come in and work with the zoos and kukes, because she doesn't like it when I tramp on the big leafs. What people have to recognize about if you're a gardener is that, and I talk around about it with David, but my piece is from the garden. I go when I weed, I get up early and I weed. All I ask not to be disturbed. Wouldn't mind a Corona midday, but what people who do gardening know, the secret to gardening is the joy of weeding, the joy of making it neat. And for me, that's just pure pleasure. I obviously cut, what I do is I work on getting all the blow branches, they just sop up things. You don't need all the tomato plants. I try to have, I miss, I have a potato plant that I moved over. I should never have touched it because I crushed the leaf. But I had to, I actually put some chicken manure on my peppers, I'm not happy with the way the peppers are growing. I have a whole box that I didn't even show of some strawberry blight that is just driving me nuts. I'm gonna have to rip out my strawberries. I did because of the three week lag, did not get the lettuce in time, which was a major problem because I love the lettuce. I'm gonna have to pull the lettuce out this weekend. I invite people to tell me what I should plant at this late date because my temptation is to plant more beans. By the way, I've got a pee thing that people aren't talking about, P-A, where I'm putting, I put pea plants all the way up in front of my fence and they're right against the lavender where all the bees are. And the bees are doing extraordinarily well. I just hope the zucchinis and the kukes don't strangle them. Zucchinis and kukes can strangle any plant. We love the lavender picture on Twitter. Well, you know, the bees are important and to get bees you need something that drives them. I, for new gardeners out there, lavender is a certain thing. I know people say I should get a hive, the kids won't let me get a hive, but lavender puts you on the flight path. You must be on the flight path for honeybees or else you're just not gonna get anywhere because bees are the secret to gardening that you can't control. Yeah, we get stock tips, gardening tips from Jim. I'm gonna make pickles, Bruce Kamich, thank you. I'm gonna make pickles this year. I'm still gonna make my sauce. I made about 60 jars last year of leases, none better. It was Jim's none better, but I don't want any conflict in the kitchen. We making the sauce again. I use everything from the garden, whether it be the onion, the garlic, I didn't mention I'm gross in garlic, whether it be the tomatoes, whether it be the peppers. Everything from the garden, all organic and natural. I do vegetarian, I do some with cream, I do some with wine. And it's great joy when it happens. And I love the can. Yes, it's called tomato sauce in my house because I made a gravy is when I make, when I sell in Philadelphia, I all proceeds go to various charts. That's wonderful. Jim, what we like? I might do a stand this year. I might do a stand. I've done a stand in the past at the quad, right in front of the quad in front of the Holocaust. Lisa did not want me to do a stand this year because what we do is we've been making tomato sauce and not doing the second boil. So you have to freeze it. And she said too many people wouldn't think that you can just keep it out. You have to freeze my sauce. I'd like, this is a big disputed home, believe me. I want that second boil. I don't have it. Well, we look forward to more of your gardening pictures on Twitter. We fight about this stuff because it heats up the kitchen really bad. Thank you. Jim Kramer, thank you so much as always. For more of the stocks you mentioned, head back to TheStreet.com.