didn't know how to sell. he had so many failures. >> our kids will look at p.c.s like we look at record players. and go, oh, vinyl. that's nice. >> we got to go. we got to go. thank you so much. a lot of fun. a lot of news to get through. melissa lee -- we lost nathan. what are you talking about? >> when you're on a plane, you love wi-fi. who doesn't? we're going to be speaking to the ceo of go go. hit the skids in the beginning of december. down 30% from its high. we'll talk about what's happening with the stock, where he is expanding and the competition he's facing head-on from the likes of a jetblue. >> a lot of people using it to watch netflix. "fast money" starts right now. i'm melissa lee. our traders are dan nathan, don me jaren, josh brown. and carl icahn revealing a stake

in ebay. we start with netflix. the stock is surging right now in the after-market. but the conference call is starting right now. magic number, subscriber growth. guy? >> well, yes. i'll tell you the magic numbers. >> yes. >> it's the international growth. that's really where they're picking it up. and that's why the story is still viable to me. that's why we've been so bullish on the stock as long as we've been bullish on the stock. people want to shoot against it on any number of metrics. valuation probably the leading one. but the story is intact, unless the ceo comes out and says something to talk the stock back down, which i don't see really happening. the stock is going to continue to move north from here. >> 12% of shares are held. we're watching an 18% surge in the after-hours session. what did the options predict? were they predicting 18%? >> about 4.5%, 5%.

some somebody bought the 52 1/2 calls in good size. it came down to -- i'm sorry. we're talking about netflix here. one of you take netflix. and i'll do ebay. >> netflix, about a 10% projection now. this is better than double that. and i think dan's the one that said that earlier because it's true. the combination of the 10% move was projected by that. it's wildly exceeding that. the new domestic subscriber adds, that was a big number. and i think the moat just keeps getting bigger. who out there can possibly compete with these guys? the only one that we could come up with is amazon. i don't think any cable company can compete. not any liberty, time warner, charter, comcast, even. can't compete with netflix because the buy-in is too large. nobody else has enough chips to

go against hastings except for jeff bezos. >> a competitor can own a piece of the pie. and it doesn't mean that netflix's position will be degraded. there may be room for both at this point. >> you mentioned bezos. they have a distribution. and they have the deep pockets. one point about the setup. i was talking about another stock here earlier. but the stock was down 9% on the year, heading into tonight's print. it's up more than that implied move of 10%. i think sentiment was really bad. it was a situation where people thought it was as good as it gets. these numbers show it gets better. >> i don't see how we can make the case that sentiment was bad. the stock was up 236% over the last 12 months. selling at an 85 multiple. sentiment, not as bullish as it was in november. but this is a one-of-a-kind company, with a one-of-a-kind

asset. no one can compete. 44 million subs. i'd like to see anybody add anything like that in the near future. this is going to continue to get a premium multiple. and barring any catastrophe. i think dan will be right. guy will be right. there's no reason to think this can't continue higher. >> we watched the stock in the past couple months or so, decline. it was at a 2 1/2-month low last week. the average price going into the number, 344. just about $11 above where it was trading. and all of 2014, it is spent below the 50-day moving average. >> it's all in terms of the prism you're looking through. to me, it was just building a base. and we talked about it for a while. the stock had the huge run-up in the last quarter. precipitous sell-off. seemed to find itself in the low 320s or so. and that's been building the base. we've spoken to that. well, i didn't see any negative sentiment necessarily. netflix was taking its time. i think people are waiting for the improvement quarter, which i

think they just got over the last hour or so. >> let's bring in analyst, tony wibl. he has a buy rating on the stock. tony, great to speak with you. you have a $450 price target on the stock. is this quarter going to get you to think about that price target. >> we've been valuing this company on a terminal basis. we're looking at scenarios. and most importantly, what a lot of people miss with this company, is their ability to extact pricing power. that's where people get the story wrong. you think about the cable industry. they're not growing the sub base. but the valuation goes higher because they raise pricing. aside from the fact it was an impeccable release. they beat on the u.s. international. dvd stable. and international losses are better-than-expect better-than-expected. >> they're hinting at price increase. but the net neutrality could force them to raise prices.

are they easing people into believing they're going to be rising prices ahead of that? >> all of the hysteria around the net neutrality issue and the entry into the virtual cable business with amazon or maybe verizon, is creating that, you know, weakness in netflix more recently that provides a great buying opportunity. i think people underestimate the power of google, aol, twitter, facebook, all banding together to counter that usage-based element. what i will point out is the billing exists to an egregious level in canada. and netflix has thrived in that market. >> it's josh brown. if you're reid hastings, what's the one thing that keeps you up at night? the content providers are going to get more aggressive on how much money they want? or is it amazon prime turning into its own netflix, with all those already-installed users of amazon? which is a bigger threat from

your standpoint? >> hands down, amazon. i think people got it wrong on the studios having more control over netflix. i think netflix has more control over the studios than people appreciate. the thing that's interesting with amazon, though, you look at the fact they're spending roughly half of what netflix spends on content. but the usage of netflix is 20-times that of amazon for the prime instant streaming. and we can't attribute that to amazon having a small base because they have over 20 million subs. >> reid hastings was quoted that they will vigorously protest a draconian scenario. there's no question this your view they will be questioned in prizing prices at all. or they'll have to pay the providers of distribution. >> as far as raising prices, i see signs that these guys are testing elasticity around the globe. they'll be methodical around this. you may be grandfathered in and they're not going to change pricing. if that happens, that means churn is going to drastically go down and the subs are going to

go drastically higher on the company. but as far as usage-based billing, when you think about all of the people that i mentioned, and the amount of millions of people that hit those landing pages, if they have a button on their landing pij that says click this button to lobby your congressional leader to save money, i think it's a political nightmare for any political leader. >> tony, thanks for your analysis. appreciate it. let you get on the conference call, on the way at the top of the hour. tony wible. the q&a just began. what was the first question out of the gate? >> the first question was about projections for the first quarter. and whether the seasonal patterns were familiar. and whether they had more than prior first quarters. the answer from hastings is they're the same. they won't give guidance for the whole year. but they they are off to a strong start with the strong projectionss for q1. there were questions about the stock price. in the last quarterly report,

hastings said in his letter to shareholders, there was euphoria in the stock. and this time, he didn't comment on the stock at all. here, in the question, he said, he was right about the volatility. and they're not focused on the stock price. they're trying to do the right thing for the company. a lot of questions about visibility. one interesting note is their cfo, david wells, talked about off-balance sheet obligations that will be revealed in the s.e.c. filing. he said those rose by about $700 million, driven by deals they had already heard about. it is baked in there. but of interest to analysts. >> thanks for that update. we'll check with you a little later on. the conference call under way right now. we'll continue to track that pop in the after-hours session. the other big story of the evening, carl icahn, with a stake in ebay. let's turn to collin. ebay is his number one ecommerce pick. colin, great to speak to you.

>> melissa. >> have you done an analysis of what the company would be worth separate? >> we would have a different result in the after-hours without the carl icahn news. this was a foreign outlook reset quarter, below of what people were looking for in 2014. if they're going to do that, they would likely to have take down their 2015 outlook, which they provided at investor day. uncle carl comes in. we have good news. the stock is up. he would like to spin off paypal. but this is not a new idea. this has been floating around for several years. one of the questions is, why now? to get to your question about what could it be worth? about 40% of revenue. this is the faster growing 40%. something in that $45 billion, $50 billion range. it's important to remember that

the marketplace business that investors don't love because it's a slower growth, still subsidizes paypal. it's the higher margin business. you know, spinning it out may not necessarily be a good move. >> so, colin, forget about guidance for a second. if the carl headlines didn't come out, where is the stock trading in the after-hours. i figured it to be about 51 1/2, which has been the floor for this thing for a while. >> correct. i was looking for a 50 floor myself. >> so, this is a pretty big pop, based on what as you just said yourself. it's not like it's a unique idea to spin out paypal. is this a move to fade, is my question? >> it may have a degree of fade in it. the board has come out and said, we do not support this move. and i think mr. icahn has stated he's a patient person and sometimes it takes two or three years for an idea to

materialize. so, this could be a long, protracted situation. if you're buying it tomorrow, based on a paypal spinout, you could be stuck in something for quite some time. that being said, the company has a lot of merits. there's reasons to own this. particularly in this marketplace, where so many names have run. this is a name that has not run. and i see the same value that carl icahn sees in the name. paypal is a wonderful asset. >> it's josh. i want to go back to paypal being a wonderful asset. if you could quickly speak to their true strategic decision as other web wallets, google, visa, mastercard. everyone seems to be strategizing about web payments. and now, you have the virtual currencies. is paypal really the crown jewel that maybe we thought it was in 2011? 2012? or have things changed. >> it's a great question. people love to try to -- amazon is out there. google is out there.

you think about apple, with their itunes logons. and the credit card information they have. there's plenty of competitors that can take on paypal. but paypal remains the dominant online payment system. i use it every week, most likely. when you think about all the breaches at places like target and, you know, just neiman marcus. even though those are physical stores, just the amount of security breaches. i don't want to give my information out anymore. and so, paypal is going to become an increasingly useful asset to prevent fraud. excellent fraud prevention. >> thanks for your time. colin gillis. want to check in with david favor who has been doing reporting on this story. he's got the latest from the nyse. >> thanks, melissa. icahn so busy on different fronts. it will be curious to see what the arguments are on both sides of this.

ebay is the one that chose to make this public in their earnings release, about an hour ago. and they are already taking the fight to mr. icahn, in the sense of saying these two companies, these two businesses remain best integrated at ebay. mr. icahn, along with a number of investors in the past, who argued for the same, says paypal released and spun off in a tax-free manner from ebay would create more value. it would get a higher multiple. it has a higher growth rate. it might get a multiple in line with visa or mastercard. ebay would be fighting against amazon. but right now, you're getting penalized on both fronts. then, there's an idea that paypal, once freed as an independent company, could become a takeover play. all of that is speculation. but that's where we'll see the two sides align here, in terms of ebay and, perhaps, what some will argue as its

undervaluation, the way to unlock value, that separation. and ebay saying one business helps the other. although, the split has changed. used to be 30/70. 70% of all paypal use was on ebay. now, it's 30%. they aren't relying on that as much as a payment method. >> you have to wonder if ebay thinks twice releasing the news that carl icahn has a 2.8% stock in the company. we're seeing the stock rally. and with the disappointing guide in 2014, you would think that strengthens icahn's hand. >> it may. and it's going to be an interesting debate. a couple of quick things here to add. he's bigger than 0.82, i'm fairly certain. speaking to a number of people. i think it's fair to say it's a larger position than 0.82 would imply, melissa. that would imply about 10 million shares, which is not an insignificant sum. he's gone up from there. he's been buying. at least what i'm hearing.

although, still rather small to engage in a proxy fight. but that's the new world of activism we're in. you don't need to have that large of a percentage position of any of the companies to take the fight to management, take the fight to the board and take it to shareholders. seeing more use of the nonbinding shareholder proposals. the preparatory acts, as well. and they may become more important, also. 50% of shareholders say, we think you should split it. is ebay going to say no? >> david favor joining us from the nyse. we had a conversation about carl icahn going on to various news positions. and it's not a new idea. the board considered it, rejected it. it's back today. and, bam, you got a pop. >> what icahn does really well, he doesn't get enough credit for, he doesn't win all of the proxy battles. but he's entering into companies

where there's value apparent. whether or not that value is realized because of him or in spite of him, and think about it. he lost against lion's gate, made money. and there's a host of companies where he didn't get what he wanted. but the stock still worked. he hasn't gotten what he wanted from apple, either. the stock's gone up. that's something to think about. that's a margin of safety. he's buying good companies that are in a damaged moment at their life cycle. and getting a discount as a result. >> you gave up on ebay. >> i gave up on ebay. we saw unusual activity. the 24th of december, saw it going in christmas eve. dan saw it the day after christm christmas. i waited. and unfortunately it didn't happen for me. a bunch of the subs are cashing out here. as far as carl, i would say watch it. carl does understand how twitter, this program, and a bunch of its competitors work. and he's using all of them to make a lot of money. >> real quickly.

somebody on december 26th thought the stock would be above $57. they bought it this weekend. >> good for them. blackberry shares on fire again today. the stock is up more than 45% this year. is there more room to run? tte o?

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welcome back to "fast money." american eagle outfitters, shares falling in the after-hour session. the teen apparel retailer said ceo robert honson will be leaving the company effective immediately. the company stood by its forth-quarter earnings. right now, shares of american eagle outfitter are trading lower, over 4% in the after-hours session. let's hit today's top trades. we kick it off with retail. coach getting whacked after reporting its same-stores sales release in 13 years. down 13.6%. the company also forecasting second-half sales to decline with u.s. same-store sales to fall at a similar rate. what a wreck. >> the sales decline in q4 was eye-popping. it was double what analysts

expected. it's a broken chart. the mid-40s written all over it. this is one you want to avoid. when you think about the areas where they're expected to grow in emerging markets, these are challenging locales right now. you avoid this. you don't touch it until it's 45. >> blackberry, another day of big gains. its best two-day performance since december 23rd. this after diversifying their holdings in canada. >> this is up 14% year-to-date. and 36% of the flow is short. it looks like the pentagon, the defense department threw them a lifeline, maybe even saving the company. talking about 80,000 hand-held devices. and they want blackberry handsets to be the center of that. that's important for this company's continued survival. so, stock looks okay, if you're long. i would have a stop at 850. that seems to be a critical juncture. you probably don't want to own

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♪ is 2014 the year of apple? one analyst says apple is the best idea for 2014. joining us now is chris casso. when you were outlining the biggest risk, iphone 6 margins. you mentioned a bigger screen

phone. is that the best case scenario, that apple launch a bigger-screen phone that will cost them more to make? >> and i think that's what we've seen in our supply chain checks. i think it's consensus right now. people expect it to be a bigger screen. that's where apple has left money on the cable, as compared to all of the android phones that have bigger screens right now. it is an issue. this iphone 6 will be the reform factor rezone. when the 5 came out, it was a higher bill on materials cost. and the margins took a hit as a result. that's the biggest risk on the stock. the cost of the phone itself to manufacture is going to go up. one of the options they have open to them, is raising the price point. and apple has different prices for different screen sizes. and given their position, i don't think it is out of the question for them to have a

starting price point. >> how much more is it going to cost? how much are margins going to be degraded, versus how much they can actually push through to the consumer? how much can they raise prices by? >> it depends on the cost of the phone. that's not information that we've got right now. it came down by a couple of points in the iphone 5 generation. the good news, as it compares to the rest of the product line, all of the phones that apple sells are to their overall gross margin. as phones grow, if the margin on the phone itself goes down, the corporate margins come up. >> quick question. we had carl icahn on today talking about apple. his activist position there. and my question to you is, they have a defined plan about what they're going to do with the cash. i push back and say, they've never told any of us what they're doing with this horde of cash they've got. do you believe they have a plan?

here's what we're going to do with this horde? or they're thinking, they'll buy back here and there. pay a little dividend. but they haven't defined it down to an actual plan. >> and they haven't told me anything. they haven't told anyone else. they have said they're going to come back early in the year and provide more information about what they're likely to do. you know, i think the street expectation right now is they give some back. that there's some increase in the cash return. i don't know if it's as great as, you know, what carl icahn is suggesting to them. for my stock, the fundamentals looking at the product cycle going forward. if they return more cash, all the better. >> from your standpoint, you're familiar with the board and how it operates. does icahn being in the stock, does that matter? do you think that will influence them one iota? >> i think it has some influence. they have to address it somewhat. >> are they with the buyback currently?

>> they are buying back stock. i think -- i think they address it because, you know, i think it's a general investor concern. they have, you know, aside from what carl icahn is saying, they have a lot of cash. >> chris, great to see you. chris cado. let's talk about the stock. july to december, pretty good run. stalled. >> i think what icahn does, he puts a floor in the stock. they have a 2.2 dividend yield. they have monster buyback. they're going to increase it. i think people are going to be comfortable with owning this thing, 500 is a level. it's probably a fool. >> i like it to 600. i have trouble understanding what is ever going to make a company of this size, this mature, ever sell for a 13, 14, 15 multiple. i don't think it will. right now, backing out the cash, that's probably appropriate. if they grow, as chris and other analysts think they will, it

probably works its way up to 600. that's decent gain on a relatively safe long position. >> all right. it has been a big year so far for the airlines. the major carriers all seeing gains of well over 15%. could those gains mean a big move up for in-flight wi-fi provider go go? it's been a rough ride so far. we'll hear from the company's ceo, after the break. huh, 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.

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welcome back to "fast money." more updates on the netflix earnings call. there's been a lot of focus on the call. and the idea of netflix introducing tiered pricing. they're in the experimentation and testing mode, but they're looking at rolling out a model that's cheaper than what they have now. he made the comparison to the iphone. iphone without apps is not the best iphone. simplicity is not always better. and neither is a one-size-fits-all madle. they're looking at functionality and which deals would make the most sense for consumers. he did reassure they're going to grandfather anyone in who has a

current plan if any prices do go higher. as for the idea of offering another higher priced service with more content or a version of netflix with ads, reed hastings said they're not interesting in either. he wouldn't answer questions about which european countries they plan to expand to this year. but said whether or not the likes of france or germany has competitive services won't necessarily influence their decisions. it's not that problematic. one interesting last tidbit is from mobile. there's a question whether netflix sees a huge amount of mobile use. most viewing is done on a big screen through the netflix apps on television. back to you. >> the latest from the netflix conference call. we're monitoring the ebay conference call. carl icahn, calling for a spin-off. josh has the latest from that call. >> on this ebay conference call, where ceo john donahoe, the

battle lines being drawn here. talked about icahn. he welcomed icahn views and he would consider his nominees to the board. but his view, the board has a world-class board at ebay. as for the idea of spinning off paypal, donahoe, that the company plans to unlook value. but the board intends to keep ebay and paypal together. the board is unified in this view. no other competitor has achieved paypal's success. and paypal and ebay make sense together. saying that ebay accelerates the success and funds paypal's growth. >> we're seeing a fade off of the after-hour session highs in terms of ebay's pop on the icahn news. airlines up 9% in 2014.

meanwhile, in-flight internet provider gogo has mel. joining us is the ceo of gogo, michael small. most of the fall had to do with the distribution. let's put that aside from now. in terms of international expansion, because a lot of people are focusing on that. some out there on the street have reduced the number of rest of world installs based on various contract delays and just approval delays. what can you tell us in terms of the number of installs for the year 2014? what are you on track for? >> we haven't announced a specific figure. but plan to make progress on our delta and japan airline contracts. and we also recently signed aero mexico letter of intent to do business with them. you will see us install aircraft in 2014. and we should complete the delta fleet in 2015.

their international fleet. >> does 150 sound about right? that's what the street has you at. >> i'm not going to make that prediction. >> let's talk about competition. obviously, your stock, despite the decline since december, 30% since december, decline. since your ipo, has been up about 54%. quite a nice run here. what people might be concerned about, though, is competition. jetblue, right now, got approval to install satellite wi-fi on its airbus 320. seven planes outfitted with this. they're going to have 30 jets where they have the wi-fi service, called fly-fi, they're offering it to customers for free. and united is also a customer. are you ready for this competition here? are they a competitor in your view? >> gogo is going to transform the flying experience. transform aviation. i can't imagine a world where all aircraft aren't connected,

with broadband connectivity over the course of the next decade. and it's clear to me we're going to track competition. we are the leader. we have the most aircraft installed by a wide margin. we have 4,000 broadband aircraft, 2,000 in commercial aviation, 2,000 in business. that's several fold, our closest competitor. but we have big competition. and we have to fight hard for market share. we're up to the task and ready. >> if an airline like jetblue is getting into this business, which they are, not only for jetblue planes but for other airplanes, other airlines, as well, does that imply that perhaps this is a good business for an airline to be in? and maybe you'd be better off under the umbrella of an airline? are you for sale? >> we have no plans to sell the company. this is an exciting industry that we're building our business. and it takes a lot of investment

to be in this business. we do not see most airlines, if it will be the exception basis that chooses to get in on their own. we've invested nearly $1 billion to get what we want. and we have a lot of sophisticated people in i.t. and engineering and telecom. and so, we think we have considerable barriers to entry. >> michael, i have a quick question. this is jon najarian. i used your service. one of the first people that signed up for a gogo account. i still use it. but i'm frustrated as many others because of the band wiwi. you have a problem with too many of us using it. when will you be able to upgrade that to the next level, whether it's lte or whatever, so you can provide more access on the plane for better speed. >> this is a forever challenge to provide more bandwidth.

that happens on the ground, as well as the sky. we're upgrading planes. we're seeing real results on those planes that have been upgraded. well over 400 planes already are. and about double that number during the remainder of this year. we also announced gto, which will take us to 60 megabits per second per aircraft or higher. and that will take a whole, new level. so, there will be constant rapid improvement in the capacity with regard to xaengs. >> thank you for joining us. michael small, the ceo of gogo. josh, you've been a share holder in this stock. does the decline concern you? >> i traded that. >> you sold it? >> i'm not involved right now. this is a concept stock. it's a story stock. there's been huge winners in these types of things. irobot, sirius. you have to love the story. it's not going to be a cheap stock for a long time.

they have to keep investing to stay ahead of the curve. that being said, i love what they're doing product-wise. i think we all could use this service. and we're all going to love it once it's on every plane. if you want to be an investor, i don't think there's anything wrong with it. >> the service is undeniable. but when a competitor steps in -- >> it's expensive to do that, though. not everybody wants to go the distance with a company that has a couple years' head start and is willing to go the distance. >> it's lost on me. i sleep on planes. you want to be in the airlines, be in the airlines that we've talked about for months. on a benign tape today, look at the move in the airlines. these stocks are casino bets, which may pan out. but the airlines are in the sweet spot. >> you sleep after your snack. more nuts. you have your warm nuts. >> on planes? nothing like it. >> not on an airplane.

handful of stocks falling on weak guidance. mary thompson? >> how do i follow up with that one. western digital. the company came in with earnings at 219 a share. on the conference call, it's warning that third-quarter results, that's below forecast of 195. revenue is seen below forecast. this is impacting not only western digital's stock, but also its rival seagate technology. both are down, with weaker demand for p.c.s. we want to move on to sandisk. the company says it expects to see first-quarter revenue. and estimates were for $1.52 billion. it is getting hit on that guidance that was given on a conference call. back to you. >> mary thompson. guy adami, you recommended shorting western digital. maybe you were early on that trade. >> early is wrong.

get our verbiage correct here. if you remember, we talked about this in april. i thought back in november or december, they finally made their run, mid-70s. now, western digital is going to the high 80s. i think these have become xhodtized. >> in celebration, of cnbc's 25th year on the air, we have launched a list of the most influential people. but who do the traders think is missing from that list? tte or a?

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in a little dorm room -- 2713. ♪ this magic moment ♪ ♪ traders seeing bullish activity in emerging markets, specifically in china. dan has made his way to the smart board to explain. >> this has been an index that's been trading very poorly. if you look at this chart right here. it's a two-year chart. look at the move it had overnight. got some traders in the u.s. excited about prospects. for two indices in particular.

the fxi, which is chinese i shares. and etm, heavy china. it doesn't sound like a lot of premium. $2 million worth of premium. but the trade i found interesting was in the fxi. a trader bought 30,000 by 60,000 of the 38, 41 call spreads. that's a big trade. this is the range in which this is profitable here. there's a long way here, right? but there's a wide range of profitability in the previous highs. this is implied volatility. this is suggesting that the price of options is very low. why did this person sell more of the higher strikes? really just defining a range. they don't think it goes back over 41, the level that they sold the higher strike at. >> what trade do you believe in, dan? would you believe in a bullish

bet on china? >> here's the thing, both of the trades is as little premium as the traders could spend on that. they wanted to find a range and give themselves a shot at a big upside. >> dan, thanks for that. more options action every friday. check out the website. to kickoff the year-long celebration of cnbc's 25th anniversary, we're unveiling a list of the 200 most influential business professionals in the last 25 years. that will be narrowed down to the top 25. if you think we missed somebody, we should note that you can write in a person you think should be dominated. so, if you think josh brown, trb, belongs on that list, write it in. >> vote early. vote often. >> we want to know who you guys thought maybe didn't belong on the list or who does deserve a spot that didn't get a spot so far. what do you think, josh? >> i don't want to say anyone doesn't belong on the list. that's not nice.

other than the malaysian airline. i don't see einhorn. and peter lynch. and bob schiller has been hugely influential to everyone on wall street. guy just won a nobel prize for economics. i don't see how he doesn't fit on this list even though he's from academia and not a business leader, per se. >> you don't think rock stars have any business on this list. >> rock stars, ail guards and shakes. as far as the leaders and rebels like that. i think jobs and bezos. they're not two men that define business as we know it in the last 20 years, like those guys. >> i thought robert evans. youngest studio head of any studio, paramount pictures, of course, brought out "godfather," "china town," "love story." that guy defines rebels and

icons. by the way, fabulous book, "the kid stays in the picture." if you want to read something fabulous about hollywood, that's it. >> 1987, aig created financial products. and they printed money for a long time. the group collectively, joe cassano, should be on this list. say what you want. they changed the way finance was done, for better for a while. and obviously, for a lot worse. >> we should know -- first, check out the list. one of the contenders on that list will be on "squawk box" tomorrow. jamie dimon than that starts at 6:00 a.m. eastern time tomorrow. dr. j. seeing unusual activity in one stock today. he has the details after this break. [ male announcer ] once, there was a man who found a magic seashell. it told him what was happening on the trading floor

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get live squawks right in your trading platform 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. let's hit some unusual activity. and, doc, you're noticing big moves in a chip name. >> qualcomm. they're buying the 75 calls. real big numbers. they may have been doing another

one by two like the one dan described in fxi. a lot of call buying. relatively short-term. they think it will happen between now and april. i like the trade. >> are you in the trade. >> i'm in the trade. and i'm long. >> guy, are you in the trade? >> doc's in it? >> are you in the trade? >> we like qualcomm. all of the chips we said on the show. i'm not breaking ground. that's the most interesting one in the long. >> somebody bought 12,000 of the april 80 calls. that's above the levels that you haven't seen since june 2000. >> paul and irwin as a unit are on the list. you can vote for them. >> how many -- >> father and son. >> 25 times, right? >> why don't you start voting and see -- >> i have feelings, too, okay? >> okay, guy. we come right back.

take a look at shares of netflix. holding on to the plus-17% gain here in the after-hour session. tony wible calling the quarter

impeccable. ebay, moving higher that carl icahn has a stake in the company, and is asking for a spin-off of the paypal division. we're seeing a paid in the after-hours, up by under 5% right now. would you fade that ebay move? >> if it comes to 55, i think it's a buy. i think icahn puts a floor in it. he keeps adding like he has in apple. >> time for final trade. >> ebay weakness on 55. i'm a buyer. >> verizon. >> japan trade is not over. i like dxjs long. >> hi, mel. it's cold out there. >> it's cold here inside the nasdaq market site. >> december 12th, news came out. listen, it will be a huge mine tomorrow. probably will trade at 75. it will be a huge volume day. we talked about it. apc. now, guess what, david einhorn has a stake. i like apc. >> i'm melissa lee.

thanks so much for watching. we'll see you back tomorrow at 5:00 for more "fast." don't go anywhere. "mad money" with 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's always a bull market somewhere, and i promise to try 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 money. my job is not just to entertain you but educate and teach you. call me at 1-800-743-cnbc. it is all happening right now in realtime. it's happening unfolding at the speed of light! yeah. that's how this year feels so far. and it is shocking people. catching many