 All right, it's Friday. We're following the jobs numbers with Jim Kramer on the floor of the New York Stock Exchange. Jim, what did you think? Well, you know, we interviewed Gary Cohn and it's very interesting because the bonds are signaling that there's going to be a slowdown on employment. The employment numbers were weaker, so the bond market got that right. The earnings are saying the opposite. The companies are saying, you know, doing very well. We have a big decoupling going on. But it is very clear that the economy is not producing the jobs that we thought they were. And it's also losing jobs in retail at a pretty accelerated rate. So overall, it was a number that showed me that the reason why we don't have big GDP growth is we don't have an acceleration hiring, but that it is decoupling from the companies who are still reporting great earnings. Okay, let's talk about earnings and retail earnings, Lulu Lemon. Yeah, Lulu, I did a piece of real money just saying, listen, I wavered. I wavered because sometimes stocks are too volatile versus the truth. Lauren Ponteva, he did a great number. It was a great number because what happened is that they weren't nearly as challenged as people thought competitive. E-commerce was good. Shanghai store, incredible numbers. Right fashion, he did say the problem was fashion and he got fashion right. Supply chain issues, they solved those issues. Once they solved them, then the stock is back to having its, the company's back to having its luster. What I've concluded is that the stock is very hard. I mean, you really got to be a risk taker to take the stock because even though I think the company is fabulous, they have a great ethos, I know that people can get hurt in the stock. They can make a huge amount of money and they can get hurt. And it's your call if you want to roll the dice, but you should roll the dice positively but understand that if they miss, you solo can happen. Alright, speaking of fashion, what did you think of the now public Canada goose earnings? Canada goose is something that we have just been pushing endlessly saying that look, it's much better than people realize. I took a lot of heat for it both from environmentalists because they do have fur that although they can explain it very well on the website. I urge people to go to the website, but people also thought it was just seasonal and therefore the season was over. They committed to a very big growth rate, which is what we said they would. There's not that many shorts in the name, but people were, I think, were quite surprised how good the business is. I continue to think that the brand is going to be an international brand and is spreading and they can do additions. It does feel a little bit like Uggs coming out of the gate. Uggs were good for a very long time before you had to get out of Deckers. You did such a great analysis on men money right after the Canada goose IPO. Thank you. Yeah, we did a lot. We took a lot of member, we take heat. I know when we take heat, after doing a lot of work, you have to dig in your heels. We dug in our heels, Canada goose, and I'm glad a lot of people bought it. Great stuff. All right, how about restoration hardware? Restoration hardware, look, it shouldn't have been, the company didn't do anything that I think would have really been that out of the ordinary. They did cut the forecast, but they cut the forecast because they got to move some inventory. This one is, again, like Lulu Lemon. I mean, a move that could in many other stocks would be two or three points. 11, 12 points. You're playing with fire with restoration hardware and Lulu, but some people are firefighters and some people wear asbestos suits. All right, moving on to technology, what did you make of Broadcom? Broadcom was extraordinary. Hock Tan, I've never heard him that bullish. He's talking about a 40% increase in the Apple Watch. I'm sorry, in the Apple and the iPhone. They are doing so much fabulous about small ministrations and also about Wi-Fi, about the old Broadcom, which is about the kinds of things that you do for video. They're hitting on all cylinders. The read through there is that you still can stick with Skyworks. You can still stick with Corvo. You can still stick with Qualcomm. Qualcomm's been up a lot. There was some really good chart work that we did with Tim Collins, who's just amazing for real money. We have so many good stars. And I feel like that this was the quarter that you must go read because I've never heard him this bullish and I've been on every Hock Tan conference call for ages. Let's talk about Action Alerts plus holding Alphabet. Waymo may be developing self-driving trucks. Yeah, well look, self-driving trucks are the answer because drivers have... The rules and restrictions on drivers are very tough now. It's something that unless the federal government rolls back, it's just the limited amount of time that they're allowed to drive and they have to keep logs. Now, Schneider, a very big trucking company, told me, you should not expect an 18-wheeler to have no driver and drive it next to you. That's not going to happen. But there are lots of different kinds of delivery trucks and there is a huge delivery truck driver shortage. So this could be for that. Okay, another Action Alerts name, Western Digital. Their CEO may be meeting with the CEO of Toshiba. Yeah, now on the conference call, Hock Tan for Broadcom, he specifically said, listen, we're a connectivity company. And the company that Western Digital wants to buy in Toshiba is not a connectivity company. So he really threw a lot of cold water on the idea that he was competing against Western Digital. I believe now Western Digital, excellent article by Art Johnson on the site, I believe Western Digital is going to get to Toshiba. I also think the stock shouldn't be down, but the market's a little rocky here. Now, if you're a trader, you want to be a buyer of Western Digital, we have a position for Action Alerts. We're up very big, but just be aware that that Broadcom story was shocking to a lot of people because Hock Tan basically said twice, listen, we're a connectivity company, which to me said it's not going to be theirs. Maybe there's someone else who wants it besides Western Digital. But I think Western Digital's winning. And then on Stop Trading, on Squawk on the Street, you talked about Workday. Yeah, now Workday had this fabulous quarter. And one of the things that bothers me a lot is that there's initial people who are short of stock and they hit it down and they created this negative view on Workday. Now, Workday's going to be a battleground because it's up tremendously. But the real take about Workday was that the cash flow is good. The gross margins are getting bigger. They're going to have the $2 billion run rate, though, the second one after Salesforce to get to that level and they did it very well, very big. They're taking share from SAP on the conference call. The bear, BTIG, that downgraded was saying beware of Oracle. I know Neil Bush, I don't want to have money that's not that worried about Oracle. They took Amazon, they took Walmart and they took Target in this quarter, which is rather amazing. Those are big retailers. Retailers very quickly adopting the cloud after being behind both technology companies in Finn. And I think the most important thing is they had a 30... They were going in the mid-30s in growth. They went to the 40s. A remarkable acceleration of growth for Workday. You mentioned Walmart. Are you expecting anything from the shareholder meeting today? Look, I think Walmart is doing many things right. I talked to Doug McMillan's crew and they are doing things right. While Walmart News did tweet in my feed, listen, it's a voluntary program to take things to people's homes. Don't get too ahead of yourself. I did not. I was not going to, but some people who follow me on Twitter were. And I come back and I say that I continue to want to own Walmart. Okay. And then we'll end as we always do with earnings to watch. We have another retail name, Asino Retail on Monday. Yeah. Asino pre-announced a bad number. It's now going to be below where I can talk about them. They have money. I can talk about it here. Mr. Jaffe, he may have bitten off more than he can chew. Okay. Jim Kramer, thank you so much as always. We appreciate it. And for more of the stocks Jim mentioned, please head back to thestreet.com.