b-plus. and they create long-term shareholder value. and they're doing it in the back of the store, versus the front of the store. ten years of return. 210% price return for cvs. 55% for the s&p. i think it's creating more value. >> thank you for being here. really appreciate it so much to dig through. make heads and tails of. as we hand it over to "fast money" coming up in a few seconds, melissa lee, i imagine you will be breaking that news on how green mountain behaves once it reopens. >> thanks, kelly. a lot of breaking news to deal with. green mountain coffee scheduled to open for trading right now. green mountain announcing that coca-cola is taking a 10% stake in the company. shares are up 33%. you see that spike in the after-hours session. we're watching soda stream, getting hammered on the back of this news. also breaking here, twitter's first-ever conference call, starting right now. shares are sinking after its first-ever quarterly report. our traders, tonight, tim

seymour, steve grasso, karen finerman, and guy adami. and we have bob pack listening to the call for us. getting out the important details. let's deal with what we know. that was some of the figures, the engagement figures were disappointing for twitter. >> it wasn't about eps. it wasn't about revenues. out of the gates, off the print, they thought it was going to be positive. but it was the user growth that everyone was focused in on. and that was the issue. my problem as a shareholder was that it bounced too much off of facebook's back. used up 13% of its rally right there. everyone thought it was going to be just as hopeful as facebook was. right there, it reversed for me. it has to hold this level or it's lights out for twitter. >> tim seymour? >> everyone on the street is speaking in their reports about the potential for this company to do x, y and z. either way, it's a fantastic piece of technology. but at 40-times price-to-sales

or 250-times, it's something that's very hard to value at these levels. it's all about the growth. and it's about the scale that these guys didn't deliver. that's where we are. >> i agree for the second part of what you said. but wall street was skeptical about this stock. as well as the price. the average price target on the street is $50 a share, which is below where twitter is trading even after the decline here. and the mean rating is bearish or neutral. >> my point is that people think the company is a fantastic piece of technology. but on valuation, they can't put a $65 target on it. that's what i agree with. >> to me, it's been a supply/demand thing. the amount of shares are outstanding. now, you have people -- when's the first lockup? one in february. big one in april. you're going to hear more and more about that. they needed to smoke this quarter, just to maintain the price that the stock was trading at. to steve's point, you have the huge bounce off of facebook.

this is where it held, though back in early january. the levels we're trading at right now. if you can hold 58, 58 1/2, it might be interesting for a trade. i think over time, this thing is going to drift down in the mid to low-40s. >> karen? >> i think something else interesting is going on today. high-fliers getting crushed. it wasn't so much of a miss. it was more of a, oh, my god, we've been paying a multiple for things, in general, across the board, that is too high. and something like twitter would fall into that. i don't know if that's a one-day phenomenon. i would doubt it. i would be afraid to step in here. >> if twitter acted well today on a relative basis, acted well, the problem for me is, i should say the problem for the shorts is, it's a 40% short interest. there is a sort of support in this name because even a blip, a blip of positive news coming out of it, you're going to see this stock spike higher. but it has to hold this level. this was prefacebook earnings level. >> you own this. what are you doing now? >> i'm holding it.

i've owned it from around the $42 level. i sold it, oddly enough, right around here. and i wound up buying it back. i'm staying long. >> people were not sure if they were going to get full 2014 guidance. maybe it was going to be first quarter 2014. and if they were going to get full year, it was going to be conservative. and that makes sense. these are guys that have significant cap to spend. different user engagement they have to plan for down the road. it doesn't surprise me that the numbers they gave people were not the bone they wanted to chew on. >> let's get to bob peck, who is here in-house, as the analyst. he's been listening to the conference call. what stands out to you? >> besides them beating out the quarter, and looking for what the street was looking for, four quick takeaways. one on the positive side. arpu accelerated to 50% growth. the three negatives. the stock is down. the u.s. maus only grew 20%.

the time line views. think of that as units. it's 14% growth versus 33%. and the last one, the time line views per mau, that tern eturne negative for the first time. look for analysts to zero in on that. >> steve grasso, in terms of arpu, that was a concern because the gap between twitter and facebook had been wide. there was more concern going into this quarter. >> i'm not concerned. i'm not concerned about the stock as a whole. this has transformed the way people watch television. they're going to figure this out. this is not the first company in social media that's had a botched first earnings. right? >> i don't think they botched anything. i think the expectations were just awful. i also think that the ipo was this quarter, right? so, if anything, numbers that were driven to the quarter, to site this quarter, should have

been higher. that's why expectations were higher because of the ipo. and the reality was, they couldn't even hit those. >> i am nervous about user growth. that's problematic. that's what everyone's focused on. >> and the time line use. users aren't engaged as much. >> that's what i'm perplexed at. >> the context of this move in the after-hour session. if you look at internet peers. competitors in this space, whatever you want to call it, reporting their first quarters of a public-traded company, the average move is down 12%. where are we? we're down 12%. >> i would be concerned -- well, right now, let's not get crazy. 58 to me is the line in the sand. i'd be concerned if we can't get back above and hold that level. again, don't hold 58, good chance to see mid to upper 40s. >> we have a lot of reports after the bell. yelp and pandora on the move. dom with the roundup. >> pandora's taking a hit after

weak first quarter earnings guidance. fourth quarter profits beat estimates. yelp posting a rise in quarterly sales. it lost 3 cents a share in its fourth quarter. that's a penny worse than what wall street was expecting. overall, those shares on the mover. back over to you. >> thanks, dom chu. yelp, what are you seeing on that? >> pandora, i like this story. to me, this is the ultimate pure play on mobile. they have 8% of the u.s. radio market. and on some level, i think an inflection point in their earnings style. if you look at where the revenues are, they're roughly up 51% year or year. and 17% to 20% on the quarter. they're giving you growth that you have to pay for. but they're bringing radio back. and i think there's a major, major move for these guys. and you're seeing it in their growth. >> you're getting competition, now, in cars. there was only one choice when you got in the car. now, you have pandora showing up more and more in automobiles. you didn't have that before.

>> spotify, app radio. >> you get kool & the gang. britney. >> anywhere. it's not a reason to buy pandora. >> pandora's been a monster stock. you've had moves like this to the downside, since the beginning of last year. it's not like we haven't seen the downdrafts in the name. clear the valuation is ridiculous. but when you see moves of this magnitude, the stock typically holds and bounces. to timmy's point, it is one of the pure plays. you have to have it on your radar screen for sure. 3d systems getting slammed today. someone started shorting that stock last week. how much he thinks 3d will fall. and more on coca-cola's 10% stake in green mountain coffee. that stock is flying in the after-hours session. up 34%. herb greenberg will join us to give us his take on that. let's say you pay your guy around 2 percent to manage your money. that's not much, you think except it's 2 percent every year.

go to e*trade and find out how much our advice and guidance costs. spoiler alert. it's low. it's guidance on your terms not ours. e*trade. less for us, more for you.

let's say you pay your guy around 2 percent to manage your money. that's not much, you think except it's 2 percent every year. go to e*trade and find out how much our advice and guidance costs. spoiler alert. it's low. it's guidance on your terms not ours. e*trade. less for us, more for you.

♪ got another earnings alert from dom chu. the big news out of gmcr and

coke's new stake in the company. >> what big news. green mountain surging in the after-hours. you see up about 35% right now, off of its aftermarket highs. it's entering in a long-term strategic partnership with coca-cola. they are going to pay about $1.25 billion of it. they will launch keurig's new cold beverage platform. soda stream, which is a competitor with its own in-home systems is moving lower on the news. a lot of things coming out in the home beverage news. let's get to the latest on the conference call. sarai eisen has been listening in. >> the ceo of coca-cola, and brian kelly of green mountain, talking about what a synergy it is. dom just mentioned soda stream. one of the reporters asked if soda stream was in the mix. if they were talking about a

partnership. they said green mountain is a good fit. a good technology. it enhances the beverage opportunities for coca-cola. the pod system will be an innovative way to get the brand to be made at home. i thought it was interesting that brian kelly said this is what our customers told us they want. this cold platform. also what brian kelley said, of green mountain, there would be other partners in the hot k-cups. it's not just coca-cola. would not name names. this was about the big deal with coke. he said, we're starting with coke. but he did say there will be a number of partners on this brand. no word on timing when this is actually going to roll out. and the other question mark that didn't get answered, an interesting one, what the role coke's bottlers will be in all this. he did say it will be complementary to this deal. there's a few things to watch out for as we continue to get details down the road.

but both ceos very exited about this deal. and a whole, new category of drinking beverages. thinking of k-cups with cold, carbonated and noncarbonated juice drinks. >> sara. we'll check back with you if there's developments off of that conference call. >> when brian kelley first came on to green mountain coffee, it was thought, this guy's from coca-cola. the writing's on the wall. something's going to happen with coca-cola. that got pushed to the side. now, here we are. 10% stake from coca-cola. >> i think you mentioned it. regardless, crazy move. 30% short interest with the stock. you go home short green mountain, not anticipating this kind of move. it's so hard to be short some of these names. but the trade to me is going to be the weakness in soda stream. to me, it's going to be attractive. it forces them to do something. >> it forces them to do something. but is there someone who wants to dance with them? i don't know. that's a bigger question.

and, yeah. bad news for soda stream. is the news -- what has been sort of -- what's the contract between coke and green mountain, in terms of can they increase their stake? can they not increase their stake? and is there, down the road, a mechanism? some sort of mechanism for them to buy green mountain? or do they do something with it? nothing with the stock? clearly, there's a business relationship here. >> coke paid what today's market cap close was. they paid 1.25. >> you would have thought they would have gotten a discount, right? >> a premium. >> it depends what the option is to increase the stake. we don't even know. i do think the innovative element for this is why soda -- why green mountain is getting the premium here. this changes their role dynamically. and it certainly increases their ability to sell products in a way that no one had anticipated.

>> we know there's a lot of shorts in the stock. 31% of the shares outstanding are held short right now. a lot of the shorts, the reason they're in as a short is because -- their accounting is too aggressive in calculating how many machines will become obsolete. the obsolescence of the machines and their spread sheets. and the fact that k-cups -- anybody can make a k-cup. and there's no protection for that in terms of patent. how do you view this stake? >> here's how i view it. it's like i viewed the starbucks deal a few quarters ago. this deal comes in the nick of time. look at the revenue growth of this company. that's 4%. that's 16% a year ago. 10% a quarter ago. k-cup sales falling. brewers, negative. the margin, when you take out coffee, which next quarter isn't going to be helping them, is going to be a headwind. you're getting some impact there. you know, when kim says, you

know, this is going to be -- this is going to be the new gamer, we don't know what this is going to be because we're talking years down the road. this is something that -- look, am i silly to sit here and say it's not great to have coke as a partner. >> why do you think it's years down the road? this product was developed -- they had a patent on this thing last summer. >> we talked about the patent before. we pointed that out before. that's out there. that's been out there. coke, as they roll this thing out, you have soda in the marketplace. soda stream. you don't know exactly -- let me tell you something else here. people forget this. and again, i'm not diminishing the importance of this to green mountain. okay? this is a great deal for green mountain. but those of us who have been around have seen deals when microsoft took a 10% stake in learn out house speak. we see the big deals over time. and sometimes they work out. and sometimes they don't. coming on to next quarter, what is green mountain, as a

business, just doing what it's doing. what do they do for an encore now? >> herb, real quick. your work is unbelievable. is it implied that coke going down this road that they're comfortable with what we deem to be aggressive accounting practices at green mountain? i'm just asking the question. >> i don't know. and aggressive accounting is the least of the issues we've been looking at. i've been talking about. what i've been talking about is the business that's been deteriorating. they've done something. they've been throwing everything against the wall. where's the campbell's soup tourreg that's supposed to come put. they're throwing things out there. and again, i can't diminish the importance of the deal. i'm saying, when i look at it from the point of what green mountain is today, their business is going through the floor. it's going the wrong direction. >> you're not diminishing the importance of the deal because you view this deal as a lifeline

for green mountain. >> i view it as -- for this quarter, as it's read in the marketplace, i view it as very important. down the road, we're going to have to show the results. show a product that really starts selling. takes the market by storm into an area where we know soda sales in general are weakening. so, there's so many different ways to cut this. you just have to, you know, remember. there's an underlying business here. coke has taken a 10% stake. they're going to build a product together. but in the meantime, green mountain's core business, as we know it, is deteriorating. >> karen? >> you have to wonder, though, coca-cola likely got a very good look at the books. >> you would think so. >> that's not always the case they would have validated what's there. but you have to wonder. >> anything's possible. yeah. sure. >> herb, thanks for calling. we appreciate it. we did put out a call to green light capital, to david einhorn. no comment to us. this has been to painful to the

shorts across the street this evening with a 30% surge in the shares. the battle for your living room is heating up like never before. hbo's parent company breaking out the dirty details of the premium cable channel. and we're following all of the after-hour moves in twitter, pandora, yelp and the big news out of coke and green mountain. [ male announcer ] the new new york is open.

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if you're not happy with one of our participating investment advisory services, we'll refund your program fee from the previous quarter. it's no guarantee against loss and other fees and expenses may still apply. chuck vo: standing by your word, that's what matters the most. time for market buzzkill. 3d systems getting crushed today. the stock down as much as 25%, as the company cut its guidance. our next guest announced last week he was shorting the stock. saying that the bulk of 3d systems is, quote, flawed beyond

all measure. let's bring in andrew left, executive editor of citron research. great to have you back. >> nice to be here. >> do yo you think this is the beginning? or are you covering that short? >> those are two questions. yes, this is the beginning. this is the beginning of a long-term move down for 3d systems. >> real quick, andrew. to the second part of that question. you said it's two separate questions. do you cover it short here? 42 million shares, typically trades five. is it interesting to take it back to trade against it? >> of course. whenever you short a stock there's easier money and more difficult money. let's say the move from 90 to where it is now, was the easier money. and going forward, it's going to be more difficult or take a longer period of time. no reason not to be short. but like any short seller would do, you scale into a position properly. >> let's deal with some of the

short thesis you put out there. and you deal with the two parts of the company's business. consumer aspect and the industrial. the industrial is the big piece of the pie when it comes to business. the ceo says that is the main part of the business. you say that the competitors are going to be coming on strong. there's going to be ipos in the european guise for metal printing will come on the scene. is that going to be the catalyst for the next leg low center. >> the next leg lower should be people waking up and see what this company is. unless they print some 3d cake cup, in the next three weeks. knowing how this company likes to generate news. but it's a bunch of news and hype without anything behind it. it's a rollup of 43-tier 3d printing companies. as for the metal. the metal component can't compete about what's currently on the market. forget about what's coming on

the market soon. they have a great stock symbol. the ceo is very promotional. it's been great media coverage for everyone for a long time. but hopefully now, people, if you read my report, you'll see and you look further into it, there's better ways to play the 3d printing space. >> are there any 3d stocks you say, maybe this is the one? if you take, for instance, i'm just throwing one out. boss jet. they have a metal aspect. and they are all -- they're also a european player, which you say are the stronger players in the space. is that a short, as well? or maybe that's one that survives the space? >> oh, voxeljet is a short, definitely, as well. when you say what's going to survive the space? not everything has to be a pure-play 3d printing company. hewlett-packard, mitsubishi, getting involved in 3d printing. hewlett-packard said they're going to develop theirs

organically. you can get people who develop software. there's ways to be exposed except for these quote/unquote, pure plays. i think stratus, probably the best of all the companies. but unfortunately, it's still overvalued. >> is that a short for you, as well the. >> no. i wouldn't be short stratasys. if anyone had to own a 3d system name, of those, i would pick stratasys. >> in your research report, you cited one comment that was uttered on our show. on "fast money" a while back. and you called this the single-most stupid comment ever uttered on live television. let's take a listen to that first. >> the idea is to take the consumer piece of the business and get people interested in it. get people using it. and eventually, they'll buy the bigger, industrial printers for real products. >> why is that so stupid? >> oh, i feel so bad for her.

first of all, no one should be judged on their worst possible moment. and i'm sure she would take that statement back if she could. so, just to single that out. i'm sure he's an intelligent analyst. >> you singled it out. you called it the single-most stupid comment ever uttered on live television. >> i didn't know you were going to have her relive it. >> a blank in the research report. anyway. >> let's put it this way, the reason why, from deutsche bank had the highest-priced target. and she came on television and said, if a person buys a consumer product for $600, $800, they're going to like it so much, they might go buy an industrial product for $40,000. and i said, that's like someone saying, i like my pickup truck so much, i bought an 18-wheeler. it makes no logical sense. >> basically, you're getting out the enthusiasm and overly optimistic forecast on the

street. the forgivingness of wall street to say, it's a great technology, it captures our fascination, so we're going to slap a high multiple on it. >> the lack of any real thought, deep thought into what this particular company is. 3d systems, i heard this morning, on your show, josh brown. he says, well, i think 3d printing is the way of the future. i'm long 3d systems. what's one have to do with the next? >> that's a good point. andrew, great to speak with you. hope to see you soon. executive editor of citron research. taking down trb with him, too. >> it's a profit warning but not a revenue warning. when the industry is going through growth, or expectation of growth, what the street is saying, by the way, these guys are hitting their revenue targets, which in sectors and at least in other parts of the

world we're covering, that's what people have been looking for. they haven't been concerned about earnings multiples. and i think this stock is way overpriced. i think it's going lower. let's be clear. there's a business here that's delivering on the top line. >> it was music to your ears when he said hewlett-packard. >> it was. and for me, i wanted to take out all of the noise we've seen today. but stratasys stopped at its average. hewlett-packard should be above 30 anytime soon. >> get back to h.q. and check in with dom chu for the latest on disney. >> good quarter for disney. it posted quarter profits of $1.04 a share. this on sales of $12.3 billion. that's in line that analysts were forecasting for. the results were boosted by growth at sports network, espn. no shock there. and a strong performance of

"frozen." nice moves for disney after-hours. take a look at twitter once again. falling pretty hard in the after-hour session on weak user growth and lead estimates for the quarter. down 12% right now. latest headlines, that's next.

♪ that snow it still white outside. >> "rockin' robin." >> that's my wedding song. >> i thought "dude looks like a lady" was your wedding song. >> i always forget. >> let's get the latest fresh from twitter's first-ever conference call. julia borsen has that. >> there's an issue of user growth. he started things off by saying he's very apt mystic about twitter's potential to scale revenue and musers. take a loisten to what he had t say. >> we're confident in our ability to continue to expand revenue by expanding our global reach and introducing new ad products, even as we have some

of the strictest limits on ad load to optimize for the user experience. with confidence in our ability to scale revenue, we're doubling down in 2014 to accelerate the growth of our core user base. >> he ran through some of the things that twitter's going to do to get more people using the service. he talked about making it easier to use. and making it simpler for people to use in the first time. without much jargon. he talked about making it more media-rich. making it easier for public and private conversations. enabling more direct messages. also, organizing content by topics. you might see twitter rearrange itself to seem more like a news reader. i want information about what people are talking about on sports, news, entertainment, et cetera. i'll continue to listen in. and see if he makes anymore news. >> thanks, julia. let's get to bob peck, also manning the phones. i'm curious, now that you heard the conference call, now that

you heard from costolo, the ceo, do you think the after-hours action is overblown in the stock? >> well, there's three, new things they talked about, as well. one, he said, during the quarter, there were these changes that caused the time line views to decline a little bit. they're making content more discoverable, easier. people don't need to search around as much. that was one. they're about a 40% discount to the arpu of facebook. you have a lot of room to run there. and the numbers they have out, are the add engagement numbers, up about 70%. now, versus 58% last quarter. pricing is down about 20%. you'll continue to see investors focus on the mau growth. and where does engagement go forward from here? >> bob, thanks for that. we should note that this is interesting. this is obviously the first conference call, the first earnings report. but you can tweet questions directly to twitter @twitterir.

you can tweet in your questions. we will tweet some, as well. a quick trade on twitter. we're at session lows in the after-hours action on twitter. >> the noise is now. i think it comes in above 58 tomorrow. we'll see if it holds. i might be dead-wrong. if it doesn't hold 58, i think it's trading mid to high 40s. that was the right price for the stock all along. holds 58, you get it back with a 62 handle. >> netflix ceo reid hastings came out swinging at hbo's earnings call a few weeks back. take a listen. >> i guess leffler, the ceo of hbo, doesn't mind him sharing his information. his password is -- >> we had to bleep that, yes. now, it is hbo's turn. this morning, the premium channel touted 2 million new subscribers as part of the time warner earnings report. should hbo be scared? with us is john.

look at the two companies. how do they stock up? >> one thing you notice is how profitable hbo is. 1.7 billion for operating profit. what's interesting, i think, is hbo has been able to raise prices for subscribers. it hasn't added many. but that's allowed them to keep growing revenue and operating profit. that's been really tough for netflix. 2011, the big blowup they had when they tried to raise their rate from 10 bucks to $16 and netflix fell apart. >> the acquisition costs for content is going up. for hbo, it's lower. that's surprising. why does hbo have that leverage? why do they have that ability? >> it does come down to original content. but hbo invented this game. they've been doing this for 10 or 15 years. they have all kinds of stuff that we like watching. "game of thrones," "girls," you

have it. and on top of it, three, big studio deals. three, big studios. warner brothers, universal and fox. after a theatrical release, you can see them on hbo. they have a couple of shows, right? they have "orange is the new black." but it's going to take a while to get to the point where hbo is and say, we're going to rise prices and people will stay because they love the shows that much. >> what does this do for the cost of content and bringing it back to valuations? it's difficult for me to justify netflix. what hbo is doing is a subset of time warner is very impressive. i'm looking at relative value here. it's not even close. talk about where the valuations are and what content means. >> look at netflix's $25 billion. if hbo is worth at least that, when it's trading at 14-times even, maybe this was a floor on what hbo's valued at. i'm not sure.

it's hard to compare them because they're in different stages of their lives. netflix is very young. they're just getting ramped up with this stuff. it's hard, if you ask me, to believe that netflix is worth much more than hbo. based on where time warner is trading, the whole company's worth $56 billion. it's hard to do the math there. >> john, thanks for coming by. appreciate it. john jannarone of cnbc.com. guy adami, what is interesting that you put a closer multiple to what netflix has to hbo and what that would mean for time warner. >> to tim's point, time warner becomes very interesting. it is interesting now. but it doesn't mean netflix isn't interesting. >> exactly. >> that said, i think the move up to 405, we talked about a move to 400. you got it. in terms of trading the stock has to do it back in fill. but i think the netflix story,

ever since that misstep, they've done everything right. unless you think they're going to take another misstep, the stock, within 360 to 375 is fine. coming up next, peta is taking on seaworld. and it has become a share holder in the company to do so. we'll hear from one of peta's directors as he pushes for change. grasso sold shares of three stocks today. we'll tell you which ones. an expert ford technician knows your car's health depends on a full, complete checkup. the works. because when it comes to feeling safe behind the wheel, going the distance and saving at the pump you want it all. get our multi-point inspection with a a synthetic blend oil change, tire rotation, brake inspection and more for $29.95 or less. get a complete vehicle checkup. only at your ford dealer.

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welcome back. i'm julia boorstin, on the twitter earnings call. the company says the company is doing a combination of changes that could change the slope of the growth curve. they could have impact on different metrics. mike gupta warned that the first quarter would be seasonably weaker in terms of advertising trends. they also did point to one future source of revenue. they talked about retail. how retail is already happening on twitter. that's a big opportunity for the company to dive into in the future. no specific announcements were made. back over to you, melissa.

>> you see on the after-hours chart, twitter down about 15%. stock is getting hit hard today. some traders think it's about to get worse. we go to the cme with today's "options action." >> we saw the gaming and inspection coordination bureau announcing revenue for macaw. that's the slowest growth they've seen in that area for 16 months. part of that might be attributable to the fact that there's not any new capacity. they're not building new casinos. the existing ones are pretty filled up. and they're getting fairly good revenues. not that much room to the upside. some people selling these stocks today. we saw las vegas sam traded about 125% of its pit valium. and mgm, 175% of its put valolu. it was a lot of volume in the june 20 puts. it looked like a lot of buyers.

there was a buyer on january 13th, who had bought the june 22 puts. paid about 80 cents. they were selling those, taking the profits and pressing the bearish bets down to the 20 strike. that suggests that the stock could be down to the 1920 level or so by june expiration. that would be down almost another 20% from here. >> thanks a lot for that, mike. >> you can catch more "options action" friday. check out the website, optio optionsaction. grasso, what were you selling? >> i sold alcoa. if i watched it pop. i could have clipped it around $12. but with the market selling off, if the world is worried about global growth and growth here, alcoa is going to be sold off. >> where did you get in on this trade? >> around 11.15. i sold it around 11.30.

i didn't want to turn a paper profit into a real loss. and it closed lower. i was right to do that one. i trimmed t-mobile and sprint. >> why? >> i trimmed it -- >> before the spike. >> right before the damn spike we saw intraday. >> watch your mouth. >> s.e.c. is worried about this deal. for me, i clipped there about 10% in t-mobile. and much more than that in sprint. i didn't want to get greedy. we know what happens to pigs. >> yes. >> right? >> yes. they get slaughtered. i never knew how that ended. >> pigs get greedy. they get slugterred. >> i wanted to lock in profits for me. the market was waiting for the ecb tomorrow. that was the next catalyst. or the fear for shorts to get in the way of the market run. i think the market turns lower. sea world, finding itself in deep waters. shareholder peta has filed a

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♪ peta claims the theme park is conspiring -- >> what are you laughing at? why are you laughing? >> you guys pointed out -- >> you're dressed like shamu. totally random. just happens sometimes. >> and we are scared. >> it's being very silly. they just mentioned it to me. it's actually pretty funny. i thought i would share with people. so, getting back -- getting back to the story. peta claims the theme park is conspiring to block peta's proposal. peta bought shares of seaworld. jared goodman joins us on this story. jared, thanks for being with us. >> great to be here. >> how do you think seaworld is fighting to keep your proposals away from other shareholders.

>> peta purchased sea world stock to ask the company to stop abusing orcas and fund the development of coastal sanctuaries where they can live out the rest of their days. seaworld has pulled a legal maneuver that allows them to pick and choose whatever resolutions they think may be convenient for them to include in proxy materials. >> we have, the s.e.c.'s policy, the company can actually pick and choose what they want to put on the proposal. karen, i don't know if you've -- >> let me ask you. wouldn't it be a nonbinding proposal in either event? but you had hoped to put pressure, publicly, as i'm sure you're doing, that really would be the way to effect the change you're looking for. i don't think you can make them, by corporate law, adopt your proposal. adoption the action. >> that's correct. peta was excited when seaworld

decided to go public. it gave us an opportunity to communicate with shareholders. we thought they would be sympathetic to the orcas who were suffering in the tanks at seaworld. and seaworld is depriving the shareholders from hearing the proposal. that would not only improve the welfare of the orcas there, but improve trainer safety. and give the company an opportunity to improve its public image, which has been battered so badly in the wake of the documentary "blackfish." >> i'm sure there's a lot of people out there who are supportive of what you're trying to do, precisely of what you said. there's been a lot of bad publicity surrounding seaworld and the treatment of killer whales recently. have you gone directly to the shareholders to hobby them, saying this is what we're trying to do? >> that's something that's in peta's plans. >> but you have not done that yet? >> not yet. >> okay. i want to get to the statement that we were provided.

we did call seaworld directly. couldn't get ahold of them. this is a statement they provided to the l.a. times. we owe it to our shareholders to conduct our annual proxy process in accordance with the securities and exchange commission rules and regulations, our own bylaws and applicable law. you said peta bought shares from the ipo. from the ipo, the shares were down. but this year, the shares are up about 9%, year-to-date. i'm curious if this stake turns a profit, will you feel it's blood money, essentially? these are the profits made on the back of poor conditions of the animals you're trying to protect? >> peta has a minimal investment. it's the minimum required to bring a shareholder resolution. and whatever profits that peta can make will go to ensuring that these orcas have an opportunity to live out their days in an environment that's as

natural as possible for them. they can engage in natural behaviors again. >> jared, thanks for joining us. we appreciate your time. jared goodman of peta. let's get back to twitter. we're watching that fall in the after-hour sessions. we're at session lows. down about 16.5%. facebook is also feeling the pain that twitter's feeling. not to this degree. but facebook is down. want to go to bob peck. what's the latest off the conference call? >> a lot of questions in the after-hours are focusing on user growth. can you be as big as facebook? how can you make it easier? can you get your mom on twitter? how do you make that easier? one of the questions we get from investors with the stock here, what would we do with it? what can you get to? you apply normal growth curves on the numbers you're seeing from facebook today, you can get around to $5 billion or so revenues. and that would get you to a $60 target now. if they can execute. it's about execution now. >> bob, you have a neutral

rating on the stock. at this point, down 17% or so. would you be inclined of saying it's worth taking a look here? >> our numbers flow. they hit our numbers for '14 guidance. there's wiggle room. the numbers i walked through through is fair to go, if they can execute. >> bob, thanks for that. coming up on "mad money," cramer is talking to the ceo of hai n celestial. we'll be right back. pay my bill. phone: your account is already paid in full. oh, well in that case, back to vacation mode. ♪boots and pants and boots and pants♪ ♪and boots and pants and boots and pants♪ ♪and boots and pants... voice-enabled bill pay. just a tap away on the geico app. ♪ huh, 15 minutes could save you

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quick programming note here. be sure to tune in for "fast money" for special coverage live online next week at 5:00 p.m. eastern time during the olympics. you can logon to the "fast money" page. you tune in to regular cnbc, you'll probably get curling. but, we're still on. time for the final trade. around the horn. tim? >> there green mountain/coke deal might be bigger for coke. this is a great cola company dividend yield. >> grasso. >> yahoo! ali baba valuations floating around. >> karen? >> if you've been waiting to get into 3d systems, this isn't it.

wait more. >> guy? >> soda stream. it's not going to happen tomorrow. but someone's going to pair up with these guys. >> our thanks to bob peck for hanging with us and monitoring the twitter call. i'm melissa lee. thanks for waping. my mission is simple, to make you money. i'm here to level the playing field for all investors, there is always homework in summer and i promise to help you find it. "mad money" starts now. >> hey, i'm cramer. welcome to the mad money. welcome to cramerica. my job is not just to entertain you but help you make money. call me. 1800-743-cnbc. nobody, nobody knows who or what to trust. that's what is happening right now. we saw it again today during this roller costar session. dow lost five