>> i wonder when it comes up on "saturday night live." >> i'm sorry about this. i want to see a centrist republican run. >> okay. we'll come back and talk about that one could be. thanks, guys. "fast money" is coming up in a few seconds. melissa lee, what's ahead on the show. >> have you ever had a secret you were dying to tell somebody but didn't have the guts to? >> yes. >> there's an app for that now. whisper. we have the ceo coming on. supposedly, it's the next big, hot social media site. we're going to talk to the ceo about whisper. >> sounds good. looking forward to it. over to you guys. "fast money" starts right now. at the nasdaq in new york city's times square. bank of america, netflix, apple, all on the top of our agenda tonight. you may remember ronnie moas, who downgraded apple to a sell. causing controversy for some of his clients. >> i'm willing to drive my business into the ground, as long as i see some minds changed

and people's thinking change. >> well, he's back. and he's coming here on set to follow-up on his apple call to tell us about why he blacklisted amazon, as well. let's get to our stop stories. stocks close in on record highs as we get deeper into earnings season. tim seymour, good sign here? >> what a little earnings chatter seems for markets that have payroll into whatever direction they wanted to. we were clear on this desk. what happened with the macrodata. wage growth is there. 8 of 12 districts are stronger. >> hiring picking up. >> good news is good news. when you have jpmorgan yesterday. today, the bank of america numbers tell me also that in a world where rates do normalize, banks can make money. we're going to talk about that in a second. >> anthony, hedge funds. how are they positioning at this point? >> i launched with dan lobe.

we share the same view. the economy is focusing away from the fed. into the real economy. kelly and i were on the show when the market was down. >> name dropper. >> we were saying -- you know how to keep a secret, grasso? three people can keep a secret. but two of them have to be dead with him. but back on my point, we're transitioning into the real economy. you're seeing the earnings. we're still in a bull market. and i think the hedge funds are positioned that way. the smarter hedge funds. and look for a ton of activism coming in the first quarter. there will be big announcements. >> we're early in the earnings season. we're excited and hyped up. >> rarely unless you have a blowup on earnings do you start to see the market cave on that. the shorts got excited about that. the employment data. that wasn't there. it wasn't going to have the longevity to it. financials are what's behind this move higher. and no one's getting in front of

this move up. >> steve, we talked about discretionary stocks. the ultimate discretionary stocks, gaming stocks, have been up all year. in the first week of the year, it seemed like between the weather and the fact that folks were selling some of the big gains from last calendar year. as soon as you flip the calendar, it changes your tax liability and pushing it out a year. and we believe that people held off on taking those profits in 2013, by waiting just a few days into 2014. they're able to push off that liability until april of 2015. i think a lot of people did that. >> do you think they're doing it? i don't think we saw enough sell side to do that. >> we had good volumes on the down days. i think they did. in particular, in linkedin. tesla and things. >> let's get to the top trades. bank of america, beating earnings as profits soar for the

quarter. and mortgage losses and provisions to cover bad loans. good news is good news. >> net income interest, 11 billion, beat 10.6. they're showing the sensitivity is better than the origination slowdown. on the quarter, a little weaker. but year over year, on coverage, higher across the board. i think bank of america stole merrill lynch five years ago. this is the part of the profitability of this firm. and along with the interest rate factor, that's why this company still has room to go. >> should we be concerned about the litigation expense they took? it was $1.8 billion more than they estimated. credit suisse's point is in future quarters, they will have to take a litigation expense. >> i think jpmorgan is writing the playbook on this stuff. people are willing to put it in

the rear-view mirror and look beyond it. it could be incrementally higher than what it is. but for the most part, people are looking backwards. >> i think bank of america is a strong value. but i was concerned about the mortgage orangeation numbers. that is a bread and butter business for bank of america. with rates go up, you see less mortgage originations. they're a solid long-term growth story. you're going to see small business lending in 2014. >> and the merrill lynch side of the equation with bank of america. the stock explodes 20 cents through the 52-week high. big turnover. $325 million turned over today, versus normal of $80 million. i think the stock goes to 20 by the end of this quarter. so, i think you've got more upside. we'll have to see whether or not the market plays along. >> major short coming is what i heard from the street. and my prime brokers in december, because of the litigation. the stuff gets out of the way, i

think the street will get even longer. >> let's get to netflix. it was down 5%, after michael pacter says the company will face higher costs as changes on internet regulation take place. michael, great to see you. >> thanks for having me. >> you did a back of the envelope calculation and came to the conclusion it could hit netflix's profits by two-thirds. can you walk us through the rough math there so we can understand how you got to that number? >> sure. you know, the internet service providers under net neutrality couldn't charge data transmitters for the privilege. with net neutrality rules, they have the opportunity to charge anybody who is a data hog. the guys who transmit rich media, that's netflix, that's hulu, that's major league baseball. and youtube, obviously. the guys who transmit a lot of

data are ripe for the isps to go after. the average netflix household, and there are 30 million of them in the u.s., watches 40 hours of content. standard definition content is about a gigabyte an hour. high-definition, about 6 1/2 an hour. if you assume they're going to charge a penny per gigabyte for the transmission of that data, netflix is exposed to $144 million annually at the low end. $936 million at the high end. i think a penny is not a big number. the average consumer is paying 50 cents to $1 for gigabyte consumed for their actual usage on the internet. it will be hard to squeeze the consumer any further. squeezing the data transmitter is easy. it's now legal. and i think you're going to see the isps do it. they wouldn't have lobbied the last ten years against these rules if they didn't intend to do so. >> are there shades of gray

between no charge and a penny per gigabyte, in terms of having a tiered plan. couldn't that take the sting out of the two-thirds of profits being wiped out estimate that you have? >> the isps are going to weigh the benefit they can get against the risk they'll be bad p.r. with their consumers. what i think they're going to do is exempt the first 40 gigabytes of usage for everybody. your first week or so of netflix consumption is going to watch in beautiful h.d. if you watch 200 hours of h.d. content, you're going to watch it get pixilated after the first 40 hours. then, netflix can say your isp is a bad guy. the netflix doesn't want to pay for your usage, take it up with them. i think the ultimate conclusion is netflix has to raise price. i long said content costs will go up. now, it's content costs and pipeline costs will go up.

they have to pass that through. that's going to slow their growth and cut into their profits. >> michael, great to see you. thanks for your time. michael pachter of web bush. >> this is reforcement of why you want to deliver the pipe. the guys that are controlling your access points and how much you have to pay to get this at home. >> communications. >> charter communications. and it brings everything we've been talking about in the last few days with the mna activity. why there's a scramble to gain control in the space. time warner cable seems very much alive. when you consider that deal. >> this is not a done deal. >> oh, yeah. and michael makes clear, we don't exactly know how it's going to pan out or when it will pan out. >> and sneaky suspicion that you're going to see this turn backwards here. and netflix seems to be to be a buying opportunity. easily a buying opportunity. >> and it hasn't sold off to be a buying opportunity. >> they don't think it's a factor.

>> i think you're right, tim and grasso. what you could see is premium plan with netflix for heavy users, where they're willing to pay, the users are willing to pay to keep that gigabyte consumption at a higher level. >> i think you underestimate reid hastings and his management team. the stock is rich on any measurement. it's not clear to me that they won't pull not rabbit out of their hat, get an incremental price increase. tack on something -- >> this is not a reason to sell the stock. but you would not own the stock based on valuation. >> let me give an example of what they could do. you're paying $7.99. you want to hit more h.d. you tack on something for an atigsal 10 cents and that stock goes to 400. jcpenney, we have to go to dom chu for the latest. >> big news with jcpenney.

it involves a restructuring. the trade is to the down side. the retailer will close 33 stores and eliminate 2,000 jobs. it expects to save this year. the shares are lower, despite restructuring. back to you. >> who wants to trade this one? >> i wouldn't touch this one. you're in a place where you have a stock that had a rally based upon we're going to shore up the boat. we're going to throw some corks in here. they're left with a business model that's been devastated. ullman is the guy that's been here before. what is different -- this is almost a sign of desperation. >> apple shares up nearly 2% today. tim cook speaks to cnbc exclusively about the company's deal with china mobile. we'll have that interview. and dr. j. reveals the unusual activity in one stock. . see, i knew testosterone could affect sex drive, but not energy or even my mood. that's when i talked with my doctor. he gave me some blood tests... showed it was low t. that's it. it was a number.

[ male announcer ] today, men with low t have androgel 1.62% testosterone gel. the #1 prescribed topical testosterone replacement therapy increases testosterone when used daily. women and children should avoid contact with application sites. discontinue androgel and call your doctor if you see unexpected signs of early puberty in a child, or signs in a woman, which may include changes in body hair or a large increase in acne, possibly due to accidental exposure. men with breast cancer or who have or might have prostate cancer, and women who are or may become pregnant or are breast-feeding, should not use androgel. serious side effects include worsening of an enlarged prostate, possible increased risk of prostate cancer, lower sperm count, swelling of ankles, feet, or body, enlarged or painful breasts, problems breathing during sleep, and blood clots in the legs. tell your doctor about your medical conditions and medications, especially insulin, corticosteroids, or medicines to decrease blood clotting. in a clinical study, over 80% of treated men had their t levels restored to normal. talk to your doctor about all your symptoms. get the blood tests. change your number. turn it up.

androgel 1.62%. and shift through all eight speeds of a transmission connected to more standard horsepower than its german competitors. and that is the moment that driving the lexus gs will shift your perception. this is the pursuit of perfection.

♪ the bulls are running to applied microcircuits, as the stock sees earning activity. >> january 23rd, earnings will be out. applied micro circuits, with a

server on a chip. people were buying a ton of upside calls here. looks like the stock could trade $13, $14, because of the strike they were buying out in february. i went along with them. and i'm long on this name. >> we have news out of yahoo! jon fortt has the details at headquarters. >> enrique de castro, the chief operating officer is out at yahoo! really interesting because this was arguably the first really high-profile hire that marissa mayer made. he came over from google, where he had done a lot of work on ads. he was in charge of the core business, accelerating that. particularly the display ad business, performance ads. there was a lot of concern in the ad community that he hadn't been getting that done. i'm looking through his employment agreement as of mid-october 2012, it looks like he's going to walk away a pretty wealthy man. not that he wasn't already. but he had $18 million worth of

restricted stock units. and all of those that would have vested within the year, he'll get immediately. it looks like that's at least 25% of those. he probably already got some of that. there's more he would have gotten within the year. it will be less than 18 million, certainly. but somewhere in that ballpark of those restricted stock units. and then, subject to performance criteria, there were other stock that he might walk away with. this is for a business that didn't accelerate while he was there. it didn't grow. in fact, display ads declined. we'll have to see who yahoo! puts in the position to get that business going in 2014. >> jon, thanks for the update. is this a black eye for marissa mayer, senince it was one of th first high-profile hires she had? >> people have argued, what are you buying the stock for? is it a turnaround story or the alibaba stake.

i've sold 80% of what i owned around the levels because i felt it was feeling a little too toppy for me. but i own it specifically for the alibaba. i wanted to keep 20% in case this has a blow off top. >> he's not doing what she wants and she's moving quickly, it's a sign of strong management. >> it's good. >> possibly. let's move to apple here. apple announced the company will be shipping iphones to china mobile. tim cook exclusively to cnbc in china. >> it's a watershed day for apple. it ee's a huge announcement. i'm honored to be doing business with china mobile. they have the largest network. we're impressed with them. we have deep respect for them, and have had since the very first discussion that we had together. we see this as bringing the world's best smartphone to the very largest and now the fastest

network in china. last year, we were able to work with the government authorities to be able to launch china at the same time that we launched every other country. and the result of doing that, i'm pleased to tell you, though we haven't released our total results, we sold more iphone units last quarter in greater china than ever before. and so, we see that momentum. and the announcement with china mobile today is just being able to, you know, continue -- continuing the momentum that we've really been building for the last three or four years or so in china. it is a very key market for us. and if you look at last quarter, i saw these numbers just in the last few days. in the december quarter, these are numbers coming from a third party.

57% of the mobile browsing traffic in china was on an ios device. i think you can see from this, regardless of what you might hear about unit market share, our products are being used a lot more. >> what our correspondent in china asked was about subsidies, as well. that's part of the interview we didn't hear. but the chairman of china mobile didn't comment on that. that's going to be a key issue. >> i don't think it's worked out. i would maintain the biggest problem for apple is they cannot beat the price points. there's no way people are affording a 5s in china. tim cook is pointing out the opportunity in mobile in china is i think for these guys everywhere. foxconn announced they shipped 1.4 million phones ahead of schedule. this is all for the china new year. the key for the stock and getting out of the rut it's been in, and going through 575, the first quarter numbers will have

the holiday season behind them. new product launches. and china to launch the first quarter, which is typically and seasonally a weak one. i think you hold the stock here. >> 575, being the 52-week high in apple. unsubsidized, $874 u.s. for a 5s. you like apple here? >> i do. i'm long the stock. i've rolled out long positions from january that i held for about the last three or four months out to march because i want to stick with it. i believe, like tim said, if we can pierce through 575 and stay above it for a couple session, i think the next launching point is 600 and north of there. >> i'm going to make the bet with 760 million subscribers in china mobile, this will be a fantastic market for apple. and they will figure out the price points. and the stock will trade higher. one stock picker says don't touch apple. we find out what other stocks he's staying away from. are women naturally better than

men at investing? we look at why women hedge fund managers are outperforming. so ally bank really has no hidden fees on savings accounts? that's right, no hidden fees. it's just that i'm worried about, you know, "hidden things." ok, why's that? well uhhh... surprise!!! um... well, it's true. at ally there are no hidden fees.

not one. that's nice. no hidden fees, no worries. ally bank. your money needs an ally. fifteen minutes could save you fifteen percent or more on car insurance. yeah. everybody knows that. did you know there is an oldest trick in the book? what? trick number one. look-est over there. ha ha. made-est thou look. so end-eth the trick. hey.... yes.... geico. fifteen minutes could save you... well, you know. isn't it time you discovered the sleep number bed? the only bed clinically proven to relieve back pain and improve sleep quality. and right now, it's our lowest prices of the season. save $300 to $800 on our newest innovations. plus, 18-month special financing on all sleep number beds. only at a sleep number store, where queen mattresses start at just $699.99.

sleep number. comfort individualized. about the most track-tested is ever... but the truth is... we don't have to. the experts have spoken. now it's your move. ♪ you stand behind what you say. there's a saying around here, around here you don't make excuses. you make commitments. and when you can't live up to them, you own up, and make it right. some people think the kind of accountability that thrives on so many streets in this country has gone missing in the places where it's needed most. but i know you'll still find it when you know where to look. anncr vo: introducing the schwab accountability guarantee. if you're not happy with one of our participating investment advisory services, we'll refund your program fee from the previous quarter. while, it's no guarantee against loss and other fees and expenses may still apply,

we stand by our word. ♪ air bus out jumping on reports the company held talks about a possible sale. will that make retailers the other target. >> i'm in abercrombie. if you look at the charts, they look similar. aeropostale and abercrombie. i wanted to see it spike up a couple of days ago. i wanted to see how it settled

back in. i bought it off that headline recording aeropostale today. >> do you think it confirms the notion there will be further -- >> there's been speculation that there will be some consolidation in the space or some activist jumps into one of these names. there were upside calls as well as some stock accumulations. >> this has been the level that abercrombie has usually had those whispers, quote/unquote, about private equity, something with the name. usually when it trades around that $30 level, that's when all of that starts gearing up. figuring i saw that headline come out an aeropostale, maybe private equity guys start to look at the whole field and see abercrombie as a more attractive candidate. women hedge fund managers outpacing their male rivals in the last year. a number of hedge funds run by women return 10%, as compared to

the global hedge fund index, at about 6%. karen joins us with her analysis. the study's confirming what you and i both believed. >> yes. >> why do you think that's the case? >> i really think it comes down to ego, which i think in so many areas of life, particularly investing, ego doesn't serve us well. and i think women have less ego. and i think that helps them make better decisions. it's a generalization, of course. but i do believe that. >> at the same time, why do you think there's so few female hedge fund managers still today? >> i often wonder that. i don't have a great answer. except maybe they are risk-averse. and there's a perception that being a hedge fund manager is very pro-risky. i don't have a great answer other than that. >> i'm sure you get pitched by a lot. >> how did i get involved in this conversation? >> you know --

>> karen, i thought we were going to talk about jamie dimon. >> anthony, you know women. and you know hedge funds. >> right. >> let me just say this, which i think is absolutely true. men have bigger egos than women. and i'm going to cite margaret thatcher in her memoir where she said that men are way more vain than women. and if you check out the -- >> except for anthony. >> i'm the michael phelps of that. if you check out the green room before the show, the men are way more vain. i agree with karen, that ego, if you put your ego on a jar and in a shelf behind you, you can do better as an investor. i agree with that with karen. >> let me try this, though. wouldn't you be offended if someone walked into a fund-raising meeting or an investor where you were trying to hook a big client and they said, you are different because -- i kind of feel like the minute we start saying that women are better than men or men

are better than women, we're going town a slippery slope where it's ultimately insulting to women. you're trying to prove your worth in an industry where there are more male hedge fund managers and you don't need to. performance is the bottom line. and saying that women are better because i think is not what women want to be saying. >> i -- here's the problem with that, though. if it were a level playing field, and if women would get that meeting just as often as the men would, maybe that would be the case. but that isn't what happens. they don't look at the women. they don't approach them with a blind eye. there's absolutely a prejudice against women. no doubt. >> i agree. you know, i'm probably going to get in trouble all over the world right now. but i agree with karen on that. >> do it. >> i do think at the end of the day, this is still a man's industry. i even have a problem, frankly, at salt. i invite a lot of women hedge

fund managers and it's a sausage party. >> i don't know what that means. >> let's get more women. >> predominantly male. >> i want to go on the record and say, i am part woman on my mother's side. so, i'm not sure. >> all right. anthony wants more exposure to women. i get it. i get it. i can help you out, anthony. great managers. >> i don't need personal exposure. i need investing exposure. >> all right. >> you do? >> i'm perfectly fine where i am in my life. >> karen, thanks for joining in. karen finerman. >> good thing that wasn't on air. >> this is the perfect tease. >> is this a live show? is there a 15-second delay? >> got a secret out there. the whisper app lets you post your biggest secrets anonymously. and making a whole lot of noise with investors. the ceo joins us later this hour. and the traders reveal some of their secrets. plus, ronnie moas, the man willing to risk it all to blacklist major stocks.

got excited to see us last time. ronnie, it sounds like you're having some sort of a nervous breakdown. >> excuse me -- wait, wait. excuse me. excuse me. you're taking something out of context. i did not have a nervous breakdown. i am disgusted. >> i didn't say you did. >> i am disgusted. let me speak. i am disgusted with the way the employees are being treated. i did not have a nervous breakdown. i'm very clear-headed. and i'm sure that what i'm saying is going to be a topic of conversation going forward. >> he's back, after this break. looking at covered call strategies to generate income? with fidelity's options platform, we've completely integrated every step of the process, making it easier to try filters and strategies... to get a list of equity options... evaluate them with our p&l calculator... and execute faster with our more intuitive trade ticket. i'm greg stevens, and i helped create fidelity's options platform.

it's one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. afghanistan, in 2009. on the u.s.s. saratoga in 1982. [ male announcer ] once it's earned, usaa auto insurance is often handed down from generation to generation. because it offers a superior level of protection. and because usaa's commitment to serve current and former military members and their families is without equal. begin your legacy. get an auto insurance quote. usaa. we know what it means to serve. over the pizza place on chestnut street the modest first floor bedroom in tallinn, estonia and the southbound bus barreling down i-95. ♪ this magic moment it is the story of where every great idea begins. and of those who believed they had the power to do more. dell is honored to be part of some of the world's great stories. that began much the same way ours did.

in a little dorm room -- 2713. ♪ this magic moment ♪

♪ this magic moment ♪ welcome back to "fast money." we're live at the nasdaq market site. we could be a couple hours away from the first ever mayber union representation at a u.s. amazon facility. it comes about two weeks after standpoint research blacklisted amazon on moral and ethical

grounds. joining us is ronnie moas. >> thank you for having me. >> update us on what has happened since your first appearance on "fast money." you said at that time you were willing to drive your business to the ground. >> yes. i had thousands of visitors to my website. i had very powerful people contact me saying they want to do business with me because of what i did last week. i've gotten hundreds of messages from all over the world, including people that work on the asian assembly lines. and it's been very encouraging. i feel like 80% to 90% of the people, my message is resonating with them. and the people who have a problem with what i'm saying probably didn't read my 40-page report or have taken words of mine out of context completely. i don't know anybody that can really go against what i'm saying. >> and a big part of the report is speaking up about people who are underpaid, essentially. and i want to give you a chance to clarify something that came across in our interview. and that was about minimum wage

workers going on strike to show their importance to society. >> i'm sick to my stomach in what i see in this country. we have people making 100-times to 1,000-times what fast food workers are making, janitors, bus drivers, tsa people, kindergarten teachers. i think it's obscene. and the same way we look down, we are in disbelief at how people lived 100 years ago, i don't think we've made much progress. and in 100 years from now, people are going to be in disbelief about what they see going on in the country right now. >> you make a lot of great points that i'm sure resonates with a lot of people out there. at the same time, this is a research note. you're at standpoint research. in terms of what you allege or what you put forth in that note, are you confident that everything is factually correct? when you say that apple assembly line workers at foxconn make $2 an hour, how confident are you

that that is correct because foxconn's chairman pledged he would pay. and it's hard to verify on the internet. >> you have hundreds of different websites. and each one reports a different number. and even the number you gave me does not come out being much more than $2 an hour. >> only if you work 11 hours a day for 30 days a month. >> $700 a month for a worker. in the united states, they would have to pay workers $4,000 or $5,000 a month to do that work. it's disgraceful and disgusting that a company can sit on $150 billion and even think to pay a worker $2 to $3 an hour. i don't want to go into what they actually do for that money. in this country, if they would treat their workers the way the people in asia are being treated, the management would be

thrown in jail. it's just an unbelievable abuse of power. in this country, you get christmas bonuses and performance bonuses and profit-sharing plans and health care coverage. and what apple is doing on the backs of these people that built the company to what it is mind boggling. >> i understand the whole argument. i want to go back to the question because you are a research analyst still. and even though you're doing this on ethical or moral grounds, you're putting forth a factual reason. a foundation. are you confident that the facts in your report are actually facts? >> absolutely. >> did you verify this? $2 an hour is something you would verify, with hundreds of different internet accounts. >> i've seen as low as $1.5. i've seen $3 or $4. if you take the highest number, it's a fraction of what it should be. >> ronnie, have you visited the workers in asia? >> no. i haven't visited the workers in asia.

but i know a couple, a dozen of them committed suicide. and there's no way on earth to justify the wages these people are getting paid. and to say they're getting double the minimum wage that the government is mandating is ridiculous. >> why launch your attack on a company? >> two wrongs don't make a right? >> isn't the root cause the chinese government. if the city of has a wage that apple is doubling. >> it's convenient for apple to hide behind that defense. the bottom line is they have a lot of negotiating leverage and power. it's convenient for them not to use it. >> this sounds like a global issue. it sounds like an issue of globalization. we're on a stock show where we're talking about profit margins, et cetera. wages are going up in china. and a lot of manufacturing is leaving china. that's a problem for china. but to say this is a u.s.

problem or to say this is apple's problem, i think is challenging. and i would ask you, we talked about this. i met with ronnie before. i have a lot of respect for the voice he's trying to get out there. and what could be done. and if jeff bezos could get on the phone and say, i agree with you, what would be a satisfactory answer for you? >> i want him to take $500 million out of his pocket and send his employees on a trip to the galapagos islands. that would make me happy. you're sitting on $27 billion. you should not be paying your workers $10 an hour to put 200 boxes an hour together. >> ronnie, it sounds like you're calling for a redistribution of wealth. >> that's what i'm calling for. >> are you a socialist? >> i'm not a socialist. but i think it's obscene what the top 2% of the country is

controlling. they're sitting on tens of trillions of dollars. they could snap their fingers and wipe out poverty and bring everybody to $15 an hour. >> are we talking about -- are you talking about here, as well, with minimum wage? or globally? >> it's all over the world. the top 1% or 2% of the people can wipe out poverty in one second. >> you do realize we went from manufacturing to heavy technology. so, there's a lot of people that couldn't get a job to begin with. and you know what's transitory? these jobs. these jobs that people start off at a certain level. one day they can manager the firm they're working for. and the very rich people, you're talking about a handful of people. for the large extent, income, at the low end or the high end, is transitory. >> i've heard all of the arguments. and none of them make sense to me. the bottom line is, we're giving $300 billion a year to charity in this country. that's 2% of gdp.

if we would double or triple that, we would wipe poverty out. not just in this country. but we would have money left over. >> we lost the war on poverty. we spent $50 trillion in 50 years. >> the bottom line is we have people living like animals in this country while other people are living in $20 million homes, driving $5 million boats. >> all great arguments. but this is not -- these are not arguments made by a research analyst. >> i can argue whatever i want to argue. i'm disgusted by what i see. and i want people to start talking about this. >> ronnie, good to see you. thanks for your time. >> thank you for having me. >> ronnie moas. pops and drops. walter and tim? >> the coal industry, walter is seeing some value in other mines, including the one with cliff. i think you stay here. i think coal is going higher. >> excelon, a drop today. >> excelon. >> exone. >> exone. this is one of the 3d printer companies that is not going to survive or is going to be pulled

into another company. i would stay away from these. i think the only one to really own is 3d systems. >> pop for alcoa, up 2%. anthony? >> this is a dead cat. they missed numbers earlier in the week. with the manufacturing of automobiles, the stock could trend higher. >> pop up for tesla. grasso? >> i've been in and out of this name before. it needs to hold right here. the 100-day average is 157. kudos to elon musk. he's managed this perfectly. wait to see if it holds the 157. >> a pop for rosemary's baby. robotic baby. it growls, shrieks and spits up like the exorcist. it's part of a publicity new campaign for a new horror film. >> got to get out to see that. >> i would love to see that

through times square. >> traders see more opportunity in the space. mike is at the smart board. >> we saw four-times the average volume in mosaic. about 1 1/2 time in lion bell. it was an institutional player. what it looked like they were doing was rolling one of their covered rites. they were buying the 62 1/2 calls that expire in january. those expire this week. that was covering the short. and go ahead and selling the 65s out in february. so, basically, what they're doing here is trying to collect a little bit of income. they sold those for about 80 cents. may not seem like a lot when you're dealing with a $60 stock. but you're correcting about 1.2% of the current stock price over about one month. great strategy for the home gamers who are looking to play in options. >> thanks for that. more options action every friday, 5:30 p.m. eastern time. as teens leave facebook,

where are they headed? it might be over to whisper. the app has 3 billion page views each month. coming up, we talk to the ceo of whisper, michael heyward. and we get secret whispers from our traders. much more "fast" ahead. ♪ [ bell ringing, applause ] five tech stocks with more than a 10%... change in after-market trading. ♪ all the tech stocks with a market cap... of at least 50 billion... are up on the day. 12 low-volume stocks... breaking into 52-week highs. six upcoming earnings plays... that recently gapped up. [ male announcer ] now the world is your trading floor. get real-time market scanning wherever you are with the mobile trader app. from td ameritrade.

open to innovation. open to ambition. open to bold ideas. that's why new york has a new plan -- dozens of tax free zones all across the state. move here, expand here, or start a new business here and pay no taxes for ten years... we're new york. if there's something that creates more jobs, and grows more businesses... we're open to it. start a tax-free business at startup-ny.com.

the social media stocks are on a tear lately. investors looking for the latest thing in social media. and with 3 million page views per month, whisper is gaining momentum. it lets users post their deepest secrets s anonymously. joining us is michael heyward. thanks for being with us. >> thanks for having me. >> it seems like it's an online confessional booth. >> when you look at all of the social platforms out there, whether it be facebook or instagram, or linkedin. because we're all shackled by this idea of personality identity, the contest seems to be fueled by ego. we want to look good in front of people we know.

when was the last time you tweeted about being upset at a co-worker or about an argument you were having with your family? right? and i think this idea of you are who you are when no one is looking is something that is really powerful. a couple of weeks ago, i was in front of a large group of college students. and there were about 100 freshmen in the room. i walk in and said, can everyone here raise your hand if you're a virgin. as you can imagine, nobody in their room raised their hands here's what we're going to do, i'm going to turn off the lights and blindfold everybody. and i asked the same question again and about 30% of the hands in the room went up. people are feeling the effects of kind of this fear of missing out. the fear that everyone else's life is so great. and that's on steroids on products like facebook and instagram. >> i want to talk to your demo. 18 to 24, is the primary age group. 70% female. how does that translate how you

are able to make money off this app? >> it's a coveted demo. when you look at females, females are really the sharers in our culture. that's what makes products go viral, right? obviously, to monetize, you need a large user base. i don't think there's been a business in the history of the internet, that had 100 million users, plus, that had issues monetizing. not a week goes by that we don't get hit up by advertisers. we're focused on building the user base. our average user is opening the app ten times a day, and spending about 30 minutes a day. the products that you can do that you can count on two hands. >> are you for sale? is that something you're going to post to whisper? >> anonymity is going to be a big deal. and probably bigger than most people think right now. and we see whisper as a

communication medium. whether it's twitter, the telephone, sms, these are communication mediums. and anonymity is going to be a big one. and whisper is well-positioned to own anonymity. >> have you posted could come up to me and use a cheesy pickup line on me. this is something i see every day. >> tim just posted that. >> i'm sure. i'm sorry for blowing up your spot there. >> we asked our traders to test whisper out. let's take a look at one of them here. i a trader that we'res a toupee.

i am afraid that i will be found out. but it goes with my beautiful, blue eyes. >> you're not alone in that. that's what's amazing about whisper. there's nothing wrong with wearing a toupee. we're living in this tabloid culture where we're all celebrities. even, you guys have a high profile. imagine you're an 18-year-old kid that goes to some small school in alabama. and you know, you're on the football team. every, single thing that you put on your facebook, on your instagram, on your twitter, is being looked at. essentially, you're always on. that's where you see things like whisper or snapchat or bitcoin. look at ed snowden or occupy wall street. this is where the pendulum is going. >> great to have you with us. we hope you'll come back soon. >> thanks for having me on. >> michael heyward of whisper. here's another one. see if you can guess whose whisper this is. even though i'm an investor in

hair club for men, do you think the folks on "fast money" know i'm also a member? >> is that a ponytail? can you swim with it? i can swim with this. >> someone left their online banking open and i transferred all of their money into my account. >> wow. >> and last but not least, i have a huge crush on somebody i work with. >> and it rhymes with even. >> all right. >> just admit you have a crush on tim before the commercial. >> that's not a secret. >> don't need to whisper for that.

so, how do you feel about cash back? i would not say i'm into it. but let's see where this goes. [ buzzer ] do you like to travel? i'm all about "free" travel, babe. that's what i do. [ buzzer ]

balance transfers -- you up for that? well -- unh. too soon? [ female announcer ] fortunately, there's an easier way, with creditcards.com. compare hundreds of cards from every major bank and find the one that's right for you. creditcards.com. it's simple. search, compare, and apply. [ ice rattles ]

search, compare, and apply. at a company that's bringing media and technology together. next is every second of nbcuniversal's coverage 0f the 2014 olympic winter games. it's connecting over one million low-income americans to broadband internet at home. it's a place named one america's most veteran friendly employers. next is information and entertainment in ways you never thought possible. welcome to what's next. comcastnbcuniversal. a ban on crude u.s. experts could be lifted. would it put the u.s. at risk? >> wti is the biggest input as far as refiners go. they use wti pricing. but they sell at global prices.

so, the spreads are tremendous. the margins are huge. if we lift that ban and go to a collapsing of wti and brent, now, all of a sudden, their margins get squeezed out. if this ban is lifted, these refiners have had such a great run. they could lose 30% to 50% of their stock. >> you need the spread to exist for refiners to make the margin. if you lift the ban, it collapses. >> you get to a global price. you get to wti in brent. and a uniformity in global pricing. >> you have to be careful with the refiners. this seems like a structural call, based on some of the things going on. some of the synergies and the feeds that the stock enjoys won't go on forever. >> stay tuned. life with crohn's disease or ulcerative colitis

is a daily game of "what if's". what if my abdominal pain and cramps end our night before it even starts? what if i eat the wrong thing? what if? what if i suddenly have to go? what if? but what if the most important question is the one you're not asking? what if the underlying cause of your symptoms is damaging inflammation? for help getting the answers you need, talk to your doctor and visit crohnsandcolitisadvocates.com to connect with a patient advocate from abbvie for one-to-one support and education. so ally bank has a that won't trap me in a rate.

that's correct. cause i'm really nervous about getting trapped. why's that? uh, mark? go get help! i have my reasons. look, you don't have to feel trapped with our raise your rate cd. if our rate on this cd goes up, yours can too. oh that sounds nice. don't feel trapped with the ally raise your rate cd. ally bank. your money needs an ally. [ male announcer ] start the engine... and shift through all eight speeds of a transmission connected to more standard horsepower than its german competitors. and that is the moment that driving the lexus gs will shift your perception. this is the pursuit of perfection.

isn't it time you discovered the sleep number bed? the only bed clinically proven to relieve back pain and improve sleep quality. and right now, it's our lowest prices of the season. save $300 to $800 on our newest innovations. plus, 18-month special financing on all sleep number beds. only at a sleep number store, where queen mattresses start at just $699.99. sleep number. comfort individualized. time for the final trade. tim? >> the prices are rising. as there's solidarity in the cartel. pot, stay with it. >> amcc, i bought it. >> anthony? >> want to go long morgan stanley mergen activity. >> grasso? >> qualcomm. they are everywhere. wearable technology. i'm long from about the 63, 64

level. vilible here. >> i'm melissa lee. thanks for watching. see you back here tomorrow at 5:00 for more "fast money." in the meantime. >> "mad money" with the one and only jim cramer, starts right now. my mission is simple, to make you money. i'm here to level the playing field for all investors. there is always a bull market somewhere and i promise to help you find it. "mad money" starts now. >> hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to make you some money. my job is not just to entertain you but to educate you. call me at 1-800-743-cnbc. sometimes markets go up because a bunch of negatives that are supposed to happen somehow fall to materialize. i think that's what's behind many of the movements in