showing no fear despite all that we heard about copper in china and all that. v.i.x. at 14. i'm not sure that's a good thing. but maybe in the short-term it is. >> great to have you on the program. and neil young, as well. what an icon. the man transcends, as gary is saying. "fast money" coming up in a few moments. melissa lee and the gang, i hand it over to you. "fast money" starts right now. live from the nasdaq market site. tim seymour, dan nathan, karen finerman, and guy adami, back from italy. straight to our top story. >> ciao. >> today, investors looking the other way as gold, a safe haven, hit levels we haven't seen since september. and yesterday, worries about china. copper barely moved the broader market. what do you make of a market like this? guy adami, want to go straight to you. fresh from your vacation. >> i missed you guys. in italy, i was in a line and i

saw a hash tag. it was on television when i saw it. >> whatever. >> look, the last 40, 50 s&p points have me scratching my head. a great opportunity for the market to sell-off. didn't do it. closed on change. that's remarkable. what stands out to me is the strength in gold we're talking about, interesting levels, four-month, five-month highs. 25 is on the verge, to me, of breaking out the levels we last saw in january. gold trade is really interesting. i think the fact that there still seems to be strength in the tlt, leads me to believe that maybe yields are headed lower. there's some disconnect at some point. i think the bond market is going to be right. >> are we looking past what's going on in china? should we be looking past what's going on in china, tim? >> no. we shouldn't be. geopolitical risk is different than financial market risk. that's what we're finding. i believe in europe volatility

is something you need to pay heed to. we've been saying tactically short things like the dax or things that are exposed to russia and eastern europe. china-wise, what china's risk means is hard currency, hard metals. i would not be selling copper here. copper is now up 10%, the year's high. very established level on 3 bucks on copper. i know there's a lot of supply coming out. that's the other side of the story coming out. it's not just collateral that is used in china for credit. but it's actually supply coming online. having said all that, i think it's oversold. i think there's been extreme reaction to news that once again, in china, is a very big deal but not playing out right now. >> the bond defaults? >> the bond defaults is clearly a big deal, in terms of a story. but it's not playing out right now. >> that export data was atrocious. you think about emerging markets being oversold, let's talk russia. let's talk china. and let's talk brazil. as we are melting up, you ask how far this can go?

we overshoot on the upside. maybe the markets overshoot on the downside. and the u.s. -- >> they always do. >> at some point, the u.s. market just can't hold in there. we're going to be stuck as the emerging world. at some point, something's got to give. >> what do you make of the markets here? what are you doing? >> not a whole lot. not surprisingly. i don't know how we could know that this would be the top. this is the end for the emerging market growth story. i really don't actually believe it. i don't think it's a straight line up, either. but i see kate to here improving, that i think is some sort of floor for the u.s. market. >> are you short in some way in emerging markets, dan? >> yeah. >> and i'm long u.s. markets. >> you know, to be honest with you, i think there's a good trading opportunity here. if you get a diplomatic solution to the u.s. in the ukraine, russia's going to bounce back. brazil's not going to bounce

back. but i think you focus on the data in china, that's going to keep our ship afloat. >> you have industrial production. fdi. i think that's part of the reason we get a bounce. and for russia, by the way, play that and go to dan's camp. and play that in options. the rsx is oversold. you can buy 24s, 25s out of the money. i think things are oversold. >> is there a possibility that the u.s. could be the safe haven? i get why europe would trade off. russia, do have political concerns. but in terms of being a safe haven, equity-wise, around the world, is the u.s. it? >> i think you hear all the time, people say there's no alternative. i think that's asinine. can i say that on tv? >> you just did, buddy. >> that's what's happening. at a certain point, the flight to quality, the flight to safety, will manifest itself in the bond market. that's why i think yields are headed lower. we'll see. it hasn't happened yet. >> ten-year auction today,

biggest demand in one year. it is going back to the bond market. >> let's move on to some of the big-name stocks that continue to defy the shorts. market just out with the 50-most heavily shorted names in the s&p 500. sales force, garmon, alcoa, all making that list. but all seeing gains of 11% in 2014. rough time to be short these names. if we are to believe there's more downside in emerging markets, alcoa, is it time, soon, where this stock will turn? >> valuation-wise, you're in a pretty fair valuation for a stock that is beaten up, highly shorted. but you had a phenomenal run in 2014. what's going on that you could at least feel positive about, investors look out to 2020. auto sheet aluminum demand is driving inventories right now. and people believe you have a place where you look at the consensus for the first quarter, the numbers for alcoa are too low. low bar, place to look.

i would be favoring alcoa. the industrial metals are under pressure. i had a short on rti. i covered because i thought it was oversold. alcoa is not oversold. >> crn in tech. >> this is a good, old-fashioned short squeeze. the valuation, this is the opposite of alcoa, that has been dirt-cheap with crms going up on the short squeeze. they keep doing what they need to do. they have the tailwinds of a growth toward the cloud. to karen's point, it's hard to pick a top in this thing. >> do you like the stock? >> i think the stock is probably fine until they start missing. when they start missing the estimates and people focus on 87-times forward earnings. >> quickly on grm, garmin. >> people are missing the story. they think it's automotive. it's not. it's the wearable technologies we've talked about. and for months, they dominate the space in the fitness market. i can speak to it.

i had one on my little bicycle way back. >> and a bell. >> and a bell. >> and a basket. >> a basket. at 19-times earnings, it's expensive. but there's a huge short interest. i don't think they've gotten squeezed yet. i'm not saying we're going back to levels in '07. we can take out the 60 level. wells fargo downgrade. the stock goes higher from here. another day in the green. facebook surging. it's up 30% so far this year. hit a record high yesterday. and anthony colettety follows some of the biggest names. in terms of facebook, the stock and a lot of analysts have underestimated in that many of the analysts, one-third have price targets below where facebook is trading. why do you think the street got this one wrong? >> i think people underestimated how well they would do on mobile. they created a standard ad format, which is news feed stan

dor sponsored stories. it's youther growth. montization, and pricer growth. all those are right for facebook. we think because of the mix shift mobile. whether it be instagram or video plays on facebook. these are all opportunities for facebook to continue to beat numbers going forward. we think it keeps going. >> they grow at the expense of whom? if you look at a stock chart basis, twitter year-to-date -- >> old media. i think facebook grows. facebook is a means of communication. connecting the world. how do we communicate in the 1960s and '70s? right? for those of us that were here. >> in cans tied with a piece of string? >> it's a modern, futuristic way

of communicating. that's true for messaging. i think it's old media advertising that takes montization shares. >> at what point do you say we've been watching this play out with the new media. and everyone's been rewarded because the space. everyone posted to impressing hitting expectations if not exceeding them, god forbid. how about we get to a place with scale? really we'll get to a place where which of the horses you're going to bet on? and they're not all going to win. and you can't really paint them with the same brush anymore. >> i think the point that you need to get and we're nowhere near there, when the pricing of facebook ads comes close to tv ads. right now, i think that facebook news feed ads are between $3 for $4 per 1,000 viewers. for a primetime show, it's 25 bucks. there's a reason why tv ads should trade at a higher price. but facebook has so much room on pricing. i'll tell you, we're just not close to being there. >> quick, anthony.

yahoo! internet stock. had a huge run into january. it's underperformed since after trading up to 42. now, at 37. what is -- what does ali baba have to price at in terms of market cap, for yahoo! to get back that $42, $43 level? >> i think $200 billion or more. that's where you get upside. yahoo! is the tale of two stories. it's the core business, where display is on decline. and ali baba. you talked about risk to china. there may be questions about core macro economic drivers of china and chinese ecommerce. but yahoo! investors are counting on ali baba to have that monster valuation. >> and your rating on yahoo!? >> we're neutral on yahoo! >> got some breaking news on herbalife. let's get back to scott at headquarters. >> thanks so much. we continue to follow this news of the ftc investigation into herbalife's business.

some color here. a source close to herbalife telling me that the company was surprised by the ftc investigation. i think i can almost go as far as to say, they were blind sided and surprised, as many of us were, to get this news today. but that the company, as it said in its statement, welcoming the investigation. it feels, according to a source, that the investigation is now the best way to battle bill ackman's accusations. i can tell you from a conversation i had with a source close to the ftc. that some of the investigation can take up to a year, perhaps longer than that. that it could also involve the ceo, michael johnson, as well as other senior executives. a penalty in this case could be anything from what's described to me as a slap on the wrist to a cease and desist order. and also that the investigation, and this is key, is not an indictment, in any way, shape or form, that herbalife has done

anything wrong. an investigation, one that begins now, and could last for some time. i know you're going to talk about this story later. but the stock reaction was really interesting. initially takes a dive down to about 54 bucks. and then, closes above 60. if i had told you that was going to happen, i'll bet everybody on the desk would say they're surprised by that move, given the news we got today. >> it was peculiar. >> the options market was surprised. it traded eight-times daily volume. the top five were all short dated puts. >> the weeklies? >> a lot of weeklies. and march regular and april. i think 50 is an interesting level. it's also the level we saw a ton of longer dated activity back in january, where there's a lot of speculation that bill ackman, who short a ton of this thing, bought 45,000 of the january 50

puts. that's a line in the sand that a lot of people are focused on. >> that put activity, prior to or after -- >> after the haul. >> no conspiracy yet. >> i wouldn't be shocked to hear -- >> this is going to be something that helps the company. if you listen to what herbalife says, this is going to show the world -- >> like a news sort of event. >> yeah. ultimately, this is something that's going to shine a light on them. there's nothing wrong with this and it could drive the stock higher. >> i don't know how it's playing. in the short term, it doesn't have to be negative. the company just did a $1 billion convert. they did an accelerated buyback. they don't have a ton of bullets to go out -- not like they can have this stock. who is the natural buyer here? >> if the investigation lasts a year. and it could be a slap on the wrist or cease and desist, which is essentially stop selling.

>> this could -- you want this to happen, if you're bullish or -- you get it out there. it's going to be binary, i would think. what bill ackman says they are -- >> or a finding that impedes the company. >> if this is part of bill ackman's central thesis, that the ftc should investigate this, and they find we disagree with that -- >> to be done with this trade? >> right now? >> when do you get in? >> i would bet not. if he really believes -- he think it's going to zero. >> big wagers here. are ads on social networks really worth the company? we have the ceo of the company that works with twitter and facebook to measure the impact of those ads. and you may be surprised how effective he says they are. and solar city strikes a deal with best buy. pnc investments works with you to understand yours

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one to watch in the after-hours. >> thanks, dom. guy adami -- >> this, to me, i think it trades around 20-times or so forward earnings. it's expensive. i'm surprised it's up 6 1/2% off this. i didn't think it was that good. it's one of the short interest things. probably a 7% short interest. and that's what's happening in a lot of these names. i don't think you can chase it on a long side here. and at a certain point, you have to sell it. but you have to let the dust settle. >> the top trades. solar city. huge gains for the stock of announcing a partnership with best buy. >> for a company that's touting this survey that says that 62% of all americans have given the opportunity, want to own solar for their residences, this is good news. it gives an opportunity. if you look at solar city, the reason you're buying is not on today's news. it's execution in 2014. they're going to hit the 500 megawatt levels. the competition is not as bad as people think. for a stock that's had a huge

run, but had some weakness recently, i think you're buying weakness. you're not buying on the news. but if you make this available to people, they will buy it. >> next up, aeropostale, up more than 20% this year. and it's getting set to report earnings tomorrow. could social media turn this around? joining us is john jenarone. they have this designer, who has a great social presence. >> that's right. you have to back up a second. this gets to what guy was talking about. retailers hate them right now. some of the brands have been hit in the last years by the brands that the kids are more into. but it really couldn't be uglier. i think that's exactly why you want to by attention to this. the short interest is 30% the

flow. this girl has an amazing social media presence. i never heard of you and none of you probably would, either. her name is bethany mota. >> oh, yeah. >> she has something like 2 1/2 million followers on instagram. and 10% like or follow one of their photos. they've given her her own aeropostale line. and she's putting up pictures. and people are going nuts over it. and i heard that girls are showing up in malls. and it's like beatle mania. it's crazy. they're lining up. this is only 10% or so of what they're selling. but you get the traffic back in there. and you believe they've got some decent product in there. something could happen. we'll find out tomorrow afternoon. >> it would seem to me, this stock needs something more. this sounds great. certainly be a good thing. but you've got negative, you know, negative -- >> yeah. >> everyone's hoping for a deal. was this company shocked? were there no buyers?

>> they did -- they got some financing a couple weeks ago, which was a sign that maybe they're not desperate to sell. you never know what the banks are thinking. but my view on this if things look marginally better. they have enough liquidity to survive a few years. if they burn a couple dollars in the next few years, they're not going bankrupt. the thing is so hated. if you see improvement, it's not going to be the fourth quarter, the last few weeks. that's when i think it will happen. >> to your point, 37% shorting. the numbers are going to be -- anything short of lousy, or -- it's a stock that could rally 10%. if you want to take a float on aeropostale, it's probably a 50/50 shot. that's not a bad bet to make. >> the level on the charts tell you this is pro between 750 and 8.

if there's a driver here, it's -- there's a 560 market cap on this point. it's not going to take a lot to move the needle. that's part of why j.j. is talking about it. >> abercrombie is up 40%. it was down in the dumps. a lot of things you were talking about. they had shopped themselves. >> they didn't shop themselves. they wanted -- people wanted them to. but they didn't. >> back channel shop. can we say that? >> you can say it. now, say asinine on top of it. >> there it is. >> j.j., good to see you. thanks for coming by. still ahead, find yourself scrolling through your facebook feed and never clicking on the footwear, or ads, there's a company that schayes you're being influenced, even without that click.

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♪ ♪ from the online world to the real world, one company is behind helping facebook, twitter and google to make real-life purchases. with us is eric roza. >> great to be with you. >> how does it work? >> we created integration with the digital ad companies. and then, we work with about 1,500 retailers and link in with their loyalty programs to see what people are buying in stores. and what everyone's interested in is do companies like facebook, google and twitter drive sales in the stores. >> this is an era of big data. retailers or whatever companies are collecting just so much data about their customers. when you link into those loyalty

reward programs, you get a glimpse of the customer. and that enables you to tailor the ads better? >> exactly. the ads can be tailored better on the front end. and on the back end, you can say, did my campaign work? not to drive click, but to drive people into the store to buy a product. >> and in terms of return on ad spend, how is that on facebook, compared to traditional media? >> the returns on facebook are really good. we've found in over 80% of campaigns on facebook, over 1,000 overall, that the returns are attractive. you can see a meaningful sales lift that justifies -- easily justifies the investment. >> and more so than twitter or another social media outlet? >> we don't know the answer to that question yet. those questions will be answered in the coming year. right now, what we can say is, for companies like facebook and twitter, the vast majority of ads, for people who sell things in the real world, cars, toilet

paper, soap, et cetera, are very positive. >> we had internet analyst on. he was talking about at some point, you're going to see the online media rates and tv rates are going to hit this equilibrium. how are we in this? is this the early stages? you don't know how twitter advertising is going on a microblogging sort of level. platforms that facebook has proven. are we early in the stage? do you see advertisers? are they dying to get there right now because it's hot? >> i think to your last point, i think people are dying to get this because it was hot a few years ago. people are saying show me the money. and i think facebook and twitter realize that before they went public, that they needed to have a sustainable value proposition. in terms of your prior guest, i heard that. i would say that i think things will normalize in terms of the return on investment, on traditional media versus digital. i don't know that that means -- i don't believe that facebook or twitter pricing will be as high as tv, unless it generates the same returns in the stores.

>> what's your game plan in being ceo of a company? is ipo in the works? do you see yourself as part of a traditional ad agency? >> we're having a lot of fun right now. business is growing rapidly. >> all right. eric, great to see you. >> great to be here. >> what? you got to ask here. coming up next, dan made a bullish bet through options on general motors, not long ago. it's been hit by a slew of headlines. we'll find out how he's trading it now. the biotech run might be coming to a screeching halt. an analyst tells us whether the biotech boom is over for good. [ whirring ] [ train whistle blows ] she makes trains that are friends with trees.

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♪ ♪ welcome back to "fast money." we're here live at the nasdaq market site in times square. general motors falling again today, on more negative headlines on the ignition recall. dan made a bullish bet on gm not too long ago. down 1% today. down 5% or so. >> yesterday was a nasty day on that headline. it closed right at a massive support level at $35. when you think about this story,

it's a very well-knowned amongst large institutions. it's a catalyst for things to play out. they got done with a couple months of really bad monthly sales data last month, bucked that trend. you get the headlines calming down. you get march sales -- you're going to get them on the first day of april. if they're better-than-expected, you could see the stock back up at 38. in washington, there's going to be hearings on this issue. but a lot of the issues -- >> in april, an overhang. >> it will be an overhang. >> a lot of analysts saying, whatever the settle in is -- >> no matter what. and i think reputationally also. and also from a pure liability perspective, they're shielded. the bankruptcy has them protected from this. anything pre2009. 35 is the level of the stock. i love it at 35. i think you buy more here. >> to me, it's the october low, right around this -- basically, what we traded down to the last couple of days.

risk/reward, gm sets up the best it has on the long side. i'm with you guys. >> would you change your position at all here? >> i'm long. i stay long. if it trades in, i would be inclined to buy more. >> pops and drops. pop for act vision, up 3%. >> an analyst upgrade today. but we were long this. i like the company a lot. they have a great balance sheet. we're bullish on gains coming out. >> a drop for pfizer. down 1%. tim? >> the loss of celebrex, on a legal technicality is hurting the stock. but this is at almost ten-year highs. the hit to the top line of the balance sheet, may be $3 billion. a lot of unknowns here. not the reason why i think the stock should be selling off this much. >> a drop, 1%, pultegroup. >> the figures have been lousy. but this stock has had a higher highs and higher lows since september. as long as it holds 19, you trade it for the long side. >> and we have a drop for

mr. met. >> what? >> the new york mets mascot joined twitter, he got trolled by mlb mascots. he got hit on his mascot wife, mrs. met. mr. met, welcome to twitter. can you ask mrs. met why she won't call me back. and the chicago white sox southpaw, you're the one mrs. met told me about. mr. met kept it classy, knowing it's true love and not tweets. and lasts for the extra innings. >> that's disrespectful. whether the phillie phanatic or the san diego chicken. mr. met's had enough problems over the last ten years with the mets. >> we have -- >> i'm just going to say, professional baseball teams do not have mascots running around the dugout. that would be the new york yankees. you mentioned the '60s? >> before that. when you were a kid. >> blah, blah, blah.

>> fair weather. >> the weather is better for the yankees than the mets. >> mets fans are loyal people. do with that as you want. >> pandora shares are up today, despite reports that amazon could be working on a music streaming service. and some think the stock is going higher. dan is at the smart board. >> everyone's been calling the demise of pandora since apple announced iradio. and the stock was up. it traded two-times average volume in the options market. a massive trade, where i think one trader thinks that amazon's likely to buy, rather than build. so, let's break down the trade here. you know, when the stock -- look at this chart. this is the one-year chart. the thing has gone pair bollic here. it came down because of user data. trader looked out to september and did something called a call spread risk reversal. he sold the september 29 puts,

27,900 times. and used the proceeds to buy the call spread. that package cost him 10 cents. and between a very wide range, between 36 and 29, he only loses that 10 cents. he gets put the stock on september expiration, down at 29. that's down a good bit. but all this upside between 36 and 46. this is a very bullish trade. this is somebody saying i'm willing to own this stock much lower here at these levels, which is a massive support level. also happens to be the 200-day moving average. but makes money all the way up here. to me, very bullish action. somebody thinking, hey, maybe if amazon does get their thing up and running, maybe somebody else comes and buys them. >> are you in pandora? >> i'm not in pandora. but this is a stock that's going to have legs. the story will have legs. if it comes back down to the support level, i think it's a good buy near 30. >> more options action. check out the website. biotech stocks falling over the past week.

is it a sign the bubble is ready to burst? or a chance to buy. coming up next, we break down what's hot and not in the sector. biotech may not be the only bubble. the maker of candy crush setting up for a market debut. has the market gone wild? nd sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim from td ameritrade. ♪

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welcome welcome back to "fast money." shares of krispy kreme doughnuts higher in the after-hours. it missed earnings by a penny. but the guidance was in by expectations. it rose 1.6%. it's the 21st-consecutive quarterly increase. it's trading up about 10%. it also had a stock buyback program. they upped it from $50 million to $80 million, for the overall program. >> thanks for that. doughnut or doughnut-related trades. >> how about mcdonald's? how about a hamburger against a doughnut. i would eat a hamburger. i would pay 17-times earnings than 35-times. you have growth stories that are trading at premiums i don't think deserve it. go with mcdonald's after this.

bio tech stocks taking a dip. is this a sign of the biotech bubble bursting? let's bring in dr. werber. if you look at the month of. manse, there's been a lot of new money allocated to the biotech sector. it's supplying the most flow, in terms of capital. are we seeing the popping of a bubble here? >> well, you know, you said it correctly. we've not seen fund flows coming out of the sector since late 2012. if you looked at fund flows into health care and biotech and pharma. you're seeing consolidation. we seen it in october and november also. it can't go up forever. the fundamentals rerain good. >> i would push back and say.

i love mel, obviously. but is the question flawed? is there a bubble in the biotech? i don't think there is. i think most of the stocks are reasonable. cellgene has an incredible balance sheet. i don't see a bubble. the stocks have sold off. but i don't think there's a bubble, necessarily. >> that's a good point. our position remains you want to stick to the bigger names and the names with good fundamentals. and lower mid caps, you look. there's been a lot of interest in ipos. a lot of companies are trading at above $1 billion in market cap. without validation of the technology. small mid cap is a little stretched. large cap is okay. they're trading at 20-times and growing 20%, 30%. small cap looks a little stretched to me. >> it's karen. so many of the stories are very particular, unique stories of the different drugs. but they tend to trade all

together. definitely there's a correlation here. how much does sentiment and flow of funds affect valuations? >> that's a very good point. what we're seeing this year, specifically, the last year laggards really had a spectacular increase. and they really caught up. and we're seeing that constantly. stocks that haven't participated look really cheap. and then, people buy them. there's a tremendous amount of optimism. you don't have news flow, you participating in the rally. we do agree with you. it's a sentiment that's driving the sector. the data is good. >> to that point, dr. werber, is there a stock where you would say the valuation is not justified and it is being caught up in the momentum and the sentiment? >> yeah. i mean, one of our stocks that we've been cautious on is serepta. kudos to the company. they're working on a tough

disease, deshane muscular dystrophy. the technology is gene therapy. the results year-to-date in general, for the drugs has disappointed. it's a very high bar to show a great clinical response. and the data has been less than what we expected. there's hope they're going to be able to file early. we don't think that's going to happen. we think the fda is going to require another study. i think the stocks could come off once they announce another study. >> dr. werber. thanks for joining us. of citi. and a sell rating on sarepta, by the way. >> if you look at the eft that tracks the biotech sector, the data to the fed is high. this is a case where you had liquidity and the investment world is seeing this go higher. what guy said.

these are big companies. they're not getting companies that are moved by speck. and i think that's the key. look at the valuations. new threat to instagram takes center stage. will mobley be worth more than 1,000 words. we talk to the ceo about his plans for the company. that's next. ameriprise asked people a simple question: can you keep your lifestyle in retirement? i don't want to think about the alternative. i don't even know how to answer that. i try not to worry, but you worry. what happens when your paychecks stop? because everyone has retirement questions. ameriprise created the exclusive confident retirement approach. to get the real answers you need. start building your confident retirement today.

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welcome to what's next. comcastnbcuniversal. nasdaq launching its brand-new market last weekend. it's attracting some big client names. mobli, a social video sharing act is one of the first to sign on to the private market. joining us is moshe hogeg, the ceo of mobli. thank you for joining us. some people are familiar with this already. dr. j., one of the traders here, uses mobli a lot. sends out a lot of photos by this. explain just briefly what this is. >> mobli is a social photo and video-sharing platform. similar to what you mentioned before. focusing on the emerging markets. basically, our deriffuation is

the market share we take, mostly brazil, latin america, china. the emerging markets are interesting for us. >> why do you have this presence in the emerging markets? and how did you build that presence? that's a market that a lot of other sites want. >> we realized something very interesting. i don't know if you know. there's huge internet companies around the world, companies like ten cent, almost bigger than facebook. and it's a company from china. we understand that even though we love america, there's 300 million people in america. there's 6.7 billion people outside of america. we've seen that the emerging markets like the latin america and china, are super interesting. and there's not a lot of competition over there. that's the reason we have. >> moshe, is it a price point? >> it gets to a place where from a competitive landscape, what are you doing differently than other people in your space? >> i think it's a question of execution. like in any other business.

but you know, that being said, it's exactly a question, what pepsi and coke are doing different from each other. the world is huge. if you have a good product and you have a good team and execution is in top level, then the world is big enough for two, three, maybe five. >> okay. >> why did you choose to list in the private market? i would think that a company like yours would be very attractive to accompany, like, a facebook, let's say, that's trying to bolster its presence in emerging markets. are you trying to get valuation on your company to better shop it? >> no. i think, you know, the essence of the business is to bring value to both users and the shareholders, right? so, i think one of the biggest concerns for investors, for private company investors, is the liquidity. and i think that the second market solves this problem. in an interesting and fascinating way. and what it brings in is enormous implementation of it. the comfort level of shareholders and investors

together, is reaching a new level. that was the main reason we chose the nasdaq. >> carlos slim is an investor in the company. what relationship do you have with him? does he help your company? do you have any special access to his company, since he has a telecommunication network? >> sure. first of all, we're very fortunate to have a partner like carlos slim and the american mobile group. carlos slim's partnership with us gave us two things, besides money. money is important. money aside, we have access to 260 million customers of american mobile. but also, it brought us to a certain business community club that wasn't available before for us. >> access what? your app is on the phone? >> in the american mobile platform. it will be pushed to the phones. but not less important is to go and to enter this business

community club that wasn't available for us before. and it promises us a very exciting growth opportunities. >> moshe, we're going to leave it there. thanks for joining us. fascinating stuff. moshe hogeg of mobli. king digital entertainment, the maker of candy crush saga, says it's going to go public later this month. that values the company at $7.6 million. higher than staples, family dollar and joy global. when you compare to some of the other video game -- >> you better have a pipeline. if anything, we all have kids who are playing these things on their whatever. and the kids are on them for three months. and then, they're gone. if you're going to value a company based on a monster hit, you better have a good pipeline. and you better have an eye for what the kids want. >> stay away from now. >> yeah. you tweet it, we trade it. let's get some of your tweets. this is for karen. any thoughts on morgan stanley? >> i actually don't follow

morgan stanley closely. but i'd like to take a look. michael mayo was here. that was a few days ago. i see him as the best bank analyst out there. this is his top pick, it's actually very intriguing to me. sorry, don't have an answer. >> the flipside is that he said he was going to go to the citi meeting. and you're a shareholder of citi. he was skeptical of that story. do you think you should re-evaluate your position here? >> it's not an either/or, though. we can do both. >> this one's for dan. listen up, dan. heavy call buying in china mobile today. particularly the january 2015 expiration at $45 and $50. any thought? >> this is tim's playground here. this stock is down 13.5%. trading at multiyear lows here. if you're in a market where there's a lot of uncertainty and playing in the most uncertain playground, it makes sense to define your risk.

you think about what the buyers were paying for the calls to have that risk, i think it makes a lot of sense in a name like this. >> tim? >> yes. >> help with vodafone, please. nice and polite. >> after the pullback in vodafone, this is a stock that starts to look interesting again. the feeding frenzy around it is something that's calmed down. but you're left with a company that still pays a very solid dividend. and a company that's in 28 countries. and you're left with -- i think you're getting growth in the emerging markets again. guys that are exposed to some of the fantastic apps. at least, you've got spending and consumption. it's a name i would stand at these levels. >> guy. >> hi. >> i want to say welcome back. i made fun of you in the very first segment of the show. >> i loved that. that was great. >> welcome back, really. >> i had nobody else to rag on. >> how do you communicate in the '60s?

that's fantastic. >> you missed beakers. his momentum trades. >> i tweeted back to beaks from -- i was watching testimony on tv. >> in bed. >> in bed. >> that's awkward. thank you. someone had to do that. can we keep moving? >> irobot, mid to long-term, what do you say? >> this is volatile. they spoke at a ubs conference today. they report in april. valuations are ridiculous. so, i'll say, against $40 on the downside, which was a top we made back earlier in 2013, i think you own the stock and play it from the long side. understanding there's tremendous volatility. haven't we had the ceo on to this show? got to go. >> yes, we have. all right. coming up next, your first move tomorrow. stay tuned.

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impact wool exports from new zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 75% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and expenses to read and consider carefully before investing. time.inal trade final trade time. tim? >> russia oversold. by the short dated march calls. >> xle. i think it's going to catch up. >> karen? >> i like gmc. it had missed earnings a couple of weeks ago. >> guy? >> i think there's something going on in gold. it trades well. i think mining is right --

numont mining is about to break out. >> i'm melissa lee. i'm off for a couple days. there's more "fast money" at 5:00. and "mad money" with jim cramer, starts right now. my 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 help you find it. "mad money" starts now. hey, i'm cramer. welcome to mad money. welcome to cramerica. i'm trying to save you money. my job is not just to entertain you but educate you and teach you. call me at 1-800-743-cnbc. we need three eyes to see this market well and we're