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there's an undercurrent to this earning season that you might not recognize if you're new to the business so I got explaining to you right now companies are being rewarded not just for beating the numbers but for giving you one glorious word and that word is visibility okay this is a word that's going out of fashion in recent years ever since the Great Recession most companies have been loath to talk about visibility it became too dicey too many businesses told us they had visibility when it turned out they Danny and when they're disappointing well guess what their stocks got obliterated so why set yourself up now though visibilities making a comeback maybe enough time has passed maybe business is just better I don't know what do I know we we are seeing what we're seeing stocks run up into earnings and then go still higher because man was able to make a claim that the futures brighter than the past they see it take in video a super Cramer fav semiconductor comes with some of the greatest visibility into its future of any company on earth and that is not hyperbole even though this stock flew into the so called print it jumped again because they gave you not only a beaten raise but they talked about a clear path in conversational artificial intelligence we're talking about technology you can answer basic questions from you your voice within 300 milliseconds almost instantly regardless of the idiom so you imagine get in your car you say hey take me to the nearest Starbucks or how about where's the nicest hotel where's the Four Seasons around here for heaven's sake and it's like not see smarter than we are and videos gonna have that hey I your inference it's here right now and this story is still so early that there's nothing to fear about the future it won't be like that you're from hell when Bitcoin we're Bitcoin miners overloaded on videos graphics because grandpa cars because they thought there was gold land are Hills when Bitcoin collapse they returned the chips and video got stuck with a ton of excess inventory this time is very different we saw in a company reporter last night excess inventory thing of the past now why does this kind of visibility matter because it allows the analyst to model the future with more accuracy it lets them say hmm the stock looks expensive when this year's numbers as it does but it looks very cheap on 2020 three estimates and that more than anything else is why money managers paid up for nvidia today of $19 who else is in the visibility boat well no one's really wearing videos frankly but I felt that RingCentral which is converting thousands of businesses to its customer centric cloud-based communications platform is one of them they have dozens of clients to the website talking about how they save money generated more business at happier customers Brinker the parent company of Chile said the payback for ringcentral was pretty much instant and that's how this company noses can't keep crawling that's why I've lied I did a great cover then there's all the risks now this is one that you probably unless you've watched the show haven't heard of I've been a huge backer of it this is the day and analytics company with a product that I think seems vastly superior to Microsoft's Excel which is still the way people do things all these talks have rally then rallied again as they glided up tremendously Alteryx urged nearly ten percent that I was trying to get them on the show it won't be long now we've also gotten some raised forecasts from Fang my opinion from Facebook Amazon Apple Netflix and Google but they don't give you the kind of visibility that this market started to crave in fact the only big tech company with great visibility is the nan Fang Microsoft with new clients coming like droves to Azure that's their cloud platform there again as far as the eye can see that's why at an accelerating revenue growth you want to know what it takes for stock to advance and they keep advancing in fairness listen for that word visibility if the company has it I bet it's a stock worth buy stick with cream [
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