google wasn't even bad and the money managers are going to flock to google because it's got growth at a very reasonable price. happy 25th cnbc. there is always more. i promise to try to find it just for you. "mad money." i'm jim cramer. i will see you next time. "fast money" starts right now. live from the nasdaq market sight in new york city's bright lights of times square with cnbc's melissa lee. the traders tonight are tim, the ambassador seymour. risk reversal's own dan nathan. brian b.k. kelly. and guy, the negotiator.

>> that the voice of cnbc's jim bardsall. wow, what a voice he has. what a voice he has to help us celebrate cnbc's 25th anniversary. we finished strong with the dow and s&p 500 seeing their best week of the year. it was earnings that dominated that volatility. hits and misses from some of the streets biggest names. what have those reports told us so far? we have the big beats, the big misses. where do we stand right now, guy? >> each company is different. i don't think the earnings told us anything yet. the reversal on the bond market was interesting. had the early rally looking like it wanted to continue higher. meaning rates lower, stopped on a dime and closed down almost $1.20. which is a huge reversal and huge movement. thought that was interesting. the s&p we talked about the

potential for outside month to the down side. guess what? you also have a potential outside month to the up side. we're smack in the middle of the range. the next week and a half will be interesting. >> a week ago we sat here thinking the music had stopped. what's going to happen next? momentum names are in the toilet. now what? looks like sentiment appears to have turned. >> listen, i'm not convinced that it's completely turned. i think there are areas you can trade here. you have to remain nimble. you'll see tlt tends to move about an hour or so the spy. that's what you need to watch in the market. this big rotation and macro trade, at least from where i sit, i don't know if this is a sustainable rally yet. >> what if on my screen there's general electric, intel, goldman sachs, wells fargo.

what does that tell me, tim? >> if you look at the industrials, it tells you rotation out of the high multiple tech names into some of the names taking part in what i think this week was all about macro data in the u.s. and not so bad data out of china. i think the macro -- i think the market itself which last week not everybody on this desk was freaking out. ultimately what we see for two months is rotation in the market. waiting for first quarter. look at the financials. look at how these guys are priced to continue to rally with the market but operational leverage to an economy that will grow. >> i look at it a little differently. to me, you look at some of the financials, and their trading within the range and stably. when the skull was fallen they acted decently. they saw in-flows of cash. i'm not as fancy as guy on the other side of the desk over here, mr. bk. >> that is for sure. >> that is obviously for sure. >> bonds and the -- i'll tell you chipotle today, they had a better than expected -- i'm looking at the burrito here. okay? this is a burrito indicator. >> is that proprietary?

>> that stock reversed 11% from the highs this morning. about $11.5 billion reversal. this is down 16% but still up 120% from q-4 2012. this is a very expensive stock that was trading at a ridiculous multiple. here's a sector with be a stock in particular that has not calmed down. you know what i'm saying? i think investors have kind of showed their hand a little bit about how much risk they're willing to take. >> and what they're going to buy. look at the rally mcdonald's has had. mcdonald's trades at 18 times where cmg trades double that. it tells you what you're going to get. >> i would be worried about mcdonald's. chipotle says they're going to raise their meat prices. because they have really skyrocketed. i don't think mcdonald's has the leverage, or leverage as they say in britain, the ability to raise their prices like chipotle does.

>> by the way, are not really all about north america's sales. i think mcdonald's is less than it is in top buying growth. i know this isn't a show about mcdonald's. brian is talking about commodity input costs. that is something we're seeing across the world. that is something that should worry some economies that have had no inflation. but very good for industrial names. that's why this rally's happening here. >> let's broaden this out here. we're sitting here on the cusp of a three-day weekend. yesterday we had big miss from ibm, big misses from google. it was weighing on the qs in last night's session. technology was pretty resilient today. >> i thought google was a tad disappointing. i agreed with tim last night. ibm was a big miss i thought. to me it's ibm specific. we said it all along. they've had issues that will take a few quarters to get around. they missed five out of the last six quarters, depending on how you want to slice it. >> google has also missed three or four times.

>> google, look at their growth and valuation, it's reasonable and it's not an expensive stock. while i agree with you, the numbers are definitely coming down. the growth is still there in my opinion. >> and where at some point it was great. right now brian brought up a good point about engineering. a lot of people think they have been doing it with smoking mirrors. if you look at china, it's been a huge wind for these guys they haven't answered. wait for that investor day on ibm. that's when you'll get a sense whether they will stick to the $20 eps target. which i think is an albatross for them. >> some have performed quite well. joining us now with the sector that could see more up side, carter over at the smart board. carter, let's start off with the broader markets here. have we turned the corner in terms of the selloff? >> we would say no. there's been a sector quite good. let's try to figure it out together. here, of course, is where a lot of the damage has been sustained. this is the qqq, it represents

obviously big technology shares. you see quite well the well defined trend line of the past year and a half. we have the sell-off in june, 7%. we have the sell-off in october, 6. again, 5 or 6. this sell-off is 9. it's not only broken trend but left a lot of people above trapped. so the damage sustained here is not going to be easily reversed. that's a problem. look at for instance another area of the market where it's more troubling. the same well-defined trend line, the same perfect bounces in june and october. in this case, the biotech group down 25%. the problem with big hits is it leaves a lot of people trapped above who, by definition, become interested sellers if this recovers. by contra distinction, take a look at energy. just as these both topped exactly march 3rd, exactly march 3rd. energy bottoms. that's the rotation that's going on. this rotation by our work looks

like it has more to go. well defined channel, tops and bottoms. we think we'll continue to throw to the top of the channel which implies about a 10% move. just to put that in perspective, look at this. this is the long-term chart of the energy sector. we are just now contending with and today we exceeded the '07 highs. most sectors are above their '07 highs, consumer discretion and staples. materials. technology and so forth. yet this sector is just now toying with the top. the presumption is the breakout that's under way has legs. we like energy here. we do not like biotech or the qqq. >> braxton worth, thanks for joining us tonight. i want to home in on the area of contradistinction to the biotechs. energy. upside of potentially 10%. >> i think so. i would rath be in the natural gas space. natural gas had an excellent day today. we are putting less natural gas in the ground than we did this time last year than what people are expecting.

if you get a warmer summer, you'll have issues. i would stay on the gassy side as opposed to the oily side. >> if you trade out of technology into energy, you have been a hero. we said this last friday, t tesoro. this is a name that can continue to rally. >> coming up next from alibaba to weibo. what might be the next chinese internet ipo slated to rock u.s. markets? plus, apple shares stuck in a range for nearly two months and they won't budge. could next week's key earnings report be a time when the tech titan looks to break out? that's next.

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♪ straight up together is it going to be you and me together or are you just having fun ♪ now i know this song is on guy's walkman. >> oh, man. >> and it's on tim's mix tape. the reason we're playing this song and all the music tonight is because these songs were popular 25 years ago when cnbc had its first broadcast.

happy anniversary, cnbc. getting back to business. morgan stanley meets earnings and revenue expectations as the company's profit rises. james gorman talked to "squawk on the street." take a look. >> i think you'll have more variability in commodities and fixed income than any of the other business lines we have. what's interesting about the business mix here is over 80% is institutional equities. investment banking, wealth management and asset management. the most volatile part of the film is now a relatively small part of the firm. >> that on top of the fact that its investment banking pipeline seems to have increased since the end of the year, which is in contrast to what goldman sachs said. >> whether they were lucky or it was foresight, they've done a great job. they have differentiated themselves and ahead of the curve. they're making money on the fee based businesses.

they're investment management and doing great. that's what goldman sachs is probably lacking right now. morgan stanley's fic unit did really well. depending how you want to look at it, it trades about the same as goldman sachs. but in the world we live in today, and it kills me to say this, it's probably a better business model right now. >> why did it kill you? >> because i'm -- >> he's a goldman veteran. >> because gold, blue, whatever color. goldman brown. >> if bond volatility has died down, volatility will pick up, why wouldn't you want to be in a goldman? >> fair. >> right now. we're talking about right at this moment. >> their ability to lever up to this economy, not so good. next up, apple reports next week. let's get to cnbc's josh lipman on this. josh. >> apple reports earnings next wednesday and there might be a big surprise for investors. tony, the analyst who covers apple estimates that apple has about 10 billion left in its current buy-back program.

he thinks apple next week will add 30 billion to that program. apple stock could use a boost. it's been stuck in a trading range for two months between 525 and 550. peter mystic of jeffries agrees that apple should buy back more stock. they sit on a nearly $160 billion cash pileup. mystic tells me that is ab obscene amount of money the company should be returning to its owners. there's an outspoken investor that has urged april toll repurchase more shares. carl icahn. he finally waving the white flag in february to convince apple to buy back an additional 50 billion of its stock. not every analyst thinks a buy back makes sense. h hargraves thinks

apple bulls are looking for a catalyst to move shares higher, whether that's a new product or service or both. or bigger buy back could have an impact in the near term. melissa, back to you. >> thanks, josh lipman. just quickly in the options market, sometimes there are clues as to whether or not a company is going to initiate. >> the fact they didn't announce it or people are speculating they're going to do it on the report next week could be to offset a disappointing quarter. in the last two years after the february shareholder meeting they've initiated their capital return plans in march or april before the print. next up, general electric shares jumping today despite a drop in profits. tim? >> the aviation business was a little bit weak, some of the power business. ultimately, if you look at where these guys are positioned, they're in a long-term cycle. this is a company thinking five to ten years down the road. we'll talk about this later tonight. in the short run, the aviation business was a drag. some of the power systems were a drag. i think if people look at ge's core businesses, the thing you should be excited about is the higher margin businesses are

things they have made a lot of investments in. >> immelt, sounds like he's rolling up his sleeves when it comes to the diversity of the portfolio. he's willing to look at larger acquisitions. >> they're trying to become more like honeywell. honeywell has crushed it in terms of the stock. as they get away from ge capital, all though they did well, i think the stock will get more of an industrial valuation and may catch up. that's my view. attack of the chinese internet stocks. could set the rest of the space on fire. our own dan nathan is getting in on the action. take a look at this stock. solar, to outperform today. what is behind the call? we have got the analyst in two. what is behind the call? we have got the analyst in two. 8

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andy reporting earnings moments ago. let's get to bertha coombs in the newsroom. chipmaker advanced microdevices posted 2 cents a share on the bottom line, as it tries to replace dwindling chip s for pc makers on gaming consoles. $1.4 billion. they're getting a nice pop on the back of those results. back to you. >> 6% not bad. bk you had been -- >> sold it. after this report, i'll take another look at it. i think they're turning their business around. they've got more than just gaming. they've got bitcoin, which is, of course, right up my alley. i'll take another look at this

monday morning. weibo trading today. this as yahoo!'s numbers were bolstered by the numbers out of alibaba. let's bring in a senior analyst. jeff, great to have you with us. >> great to be with you. we're taking a look at jd.com. i don't know if american viewers are familiar with it. it's like an amazon model. and you say pass on this. why? >> yeah. i think similar to weibo, two situations are going on for jd.com. first, they're clearly focused on revenue growth and not profit growth. secondly, i don't think it's optimal for them to come right before the alibaba deal. >> what we saw with yahoo!'s numbers and the alibaba performance was, they had a terrific quarter near 50%.

that's superior. if you look at jd.com, i think if their prospectus they just turned a profit. profit growth is going to be a key concern and valuation on how do you value jd.com. that's going to be a key question. >> let's back into weibo, that is one that you actually pass on. as you said the priorities for the company, growing users first and then turning a profit which you don't necessarily like. when you take a look at the trade, it opened lower, below the offer price and then throughout the session, it climbed. i'm curious what your take on that action is. it looked from the outside perspective that bankers got in there and said to their clients, because we have alibaba, you want a piece of that one, you support this one. >> yeah. i think a lot of people are understanding how big and how great alibaba can become. i think they're trying to do what they can to get friendly with their bankers. i think another key thing to mention about weibo, they have significant assets and mostly in terms of mobile traffic. when you think about it, alibaba

had a stake in weibo predeal at 15%. on the prospectus for weibo, they talked about increasing their stake to 0%. they increased more than 30% to 31%. so i do think there could be some that are catching wind of this and saying there could be an outside chance at some point that alibaba buys the remainder of weibo. the key question becomes when. >> but you would be a buyer of alibaba when it comes public? you're not doing i'm buying yahoo! in order to get alibaba. you want to buy that at the offer if you are given an allotment. >> i do think that's the way to play it. i think the valuation seems that alibaba is going to come in the market at fiscal p/e around 25 to 26 times. i think the key risk with stuff like facebook and ten cent is they risk user fatigue of their social properties. the key thing of alibaba is,

you're essentially playing on the coat tails of what's going to be the world's largest consumer market. as long as you believe the chinese are going to continue to make more money and spend, alibaba is the way to go. >> thanks. tim, let's go to you. >> what's interesting about weibo is people have been concerned about we-chat. it's a competitive landscape in china. i think this was part of what people got concerned about over the last six months. i think people got distorted on was you go through the prospectus of ipo and find a lot of things scary. including the chinese government could -- first of all, they're going to throw everything in the kitchen sink in there and a lot of people got concerned by these numbers. i think the way you play weibo is cena. if you look at the guy owning 54% of the company and weibo is now at 4.1 after today. that's where the value trade is. alibaba, i agree, i almost feel

like they greased the rails to make sure the alibaba deal is a smart thing to do. >> i think there's a risk long term and excitement about some of these chinese stocks going public here. i think once the excitement is gone, i think they're going to sell out. one name, some of these guys may think this is pikey. >> pikey. >> pikey. it is called renren. stock is down from 14 in 2011 to 333 where i bought it yesterday. maybe all this stuff starts to rally a bit. i'm going to keep a very short leash on this one. after the break, whip out your tub of popcorn. grab your spot on the sofa. tim and dan will battle it out over the fundamentals of netflix. ahead of the earnings report, right after the holiday weekend. who will come out on top? a street fight made for the set-top box. plus, the entire "fast money" gang is known as some quirky sayings. we'll bring you our top five later on.

guy adami has got something to do with it. stay tuned. ♪ you are the best thing it is a special day for "fast money." >> now i'm getting embarrassed. >> what better way to release stress than to throw a punch. >> ready to go? >> ready to go. let's rock 'n' roll. >> i don't want you to get hit by a car. >> does it drive itself? >> in china, pizza hut is a fine dining experience. now it's -- sorry. the atlantic salmon pizza, it has smoked salmon, octopus as well as wasabi sauce. >> excuse me. i'm surfing the web. >> what has come to lovingly known as -- >> it reclines forward so you can get in and reclines backwards to the perfect sleeping position. >> i don't know what i would do

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fella ♪ ♪ what comes next is bust a move ♪ welcome back to "fast money," live at the nasdaq market site. here is tv's own melissa lee and the entire "fast money" gang. >> i think we should have bert around all the time and we can play "bust a move" all the time. >> can you name this singer? >> young mc. >> that florida guy. >> young mc. >> yes. >> thank you. >> young mc. >> despite the recent pull back solar city getting a lift to outperform from neutral. the senior analyst at rb bear joins us tonight from san francisco. great to see you. >> happy anniversary. wish i could be there to celebrate. >> thank you. you downgraded the stock in february. since then the stock pulled back by about 30%. that was a great call in materials of missing the market that took these momentum stocks down. has anything fundamentally changed aside from that pullback?

>> i think a couple things. one thing is solar city is levered to the fastest growing market. that's the u.s. roof top market which could grow as fast as 50% year-over-year. we want to be involved in that. the valuation helps for us to step in and upgrade the stock. >> ben, people act like no one else is in the space. so they give solar city the bid for the only way you can play this growth. i have to tell you, i think that's exciting. i think that's a narrow focus. give us sense of other people on the radar screen or what do you think about the competitive landscape. the margin profile for solar city assumes no one else is in the game. >> sure. it definitely is condensing to a few different players. sun power is one to play it. it actually is my favorite long-term idea. there are only a few players because of the tax equity and the financing needed to drive this market. it's coalescing around a few of the players like a solar city, sun power and a couple private companies.

>> you got a bluesky valuation on solar city of $128. i'm just curious, how much do we need the market to cooperate in order for us to see a turnaround in solar city? this is caught in a vortex of negative sentiment towards high-flying stocks. >> really the reason for that blue sky valuation we did today was because that we can actually now see out past the expiration of some of the tax credits that drive this market. this market is not going away. there's a lot of momentum. solar city, sun power and others continue to drive down cost and expand the overall market. that allowed us to go out and do that blue sky valuation. if i have to go with one risk, though, looking out five years, we want to pay attention to interest rates because that does affect the overall market. >> can you speak to the housing play. it looks like they're giving away the solar units. they'll install for free. the whole rig. do they want to become a utility at some point down the line?

is that the end game here? >> they're definitely a thorn in the side of the utilities. that's on the top three problems that utilities are facing right now because of solar city or sun power is coming and swooping up their best clients. the clients with the biggest electricity bills. that's what you hear about all this fighting going on state by state. which in the biggest states, california and arizona. for now it's been put to rest. we have good visibility on the market growth there. >> you have been great in terms of the trading perspective on a lot of these stocks. let's take a look at tesla been trading not well recently. is this a buying opportunity or do you wait until the dust settles in terms of the broader market call? >> i am cautious going into the quarter. i still think that this is a very long-term buy. there are some whispered numbers on deliveries that sets us up like we were in q-3 where the numbers came in above guidance

but didn't meet the whispered numbers. and you saw the start get weak. with the market shaky like this, i'm cautious. i think it's going to be a boring quarter as far as news goes. back half of the year, though, we had the model x that will be shown and more on the giga factory. wait for the quarter and then get more aggressive. >> great to see you. bk you had been a holder of tesla and sold it. >> i did. >> would you buy in anticipation of the back half of the year as ben said? might there be a catalyst? >> for me i would wait for earnings before i buy it. as long as that holds you can trade it technically. >> solar, guy adami. >> solar city is -- you know, the last quarter was lousy. first of all, ben's been spot on in the whole space. but the selloff looks like the last quarter was a lousy. the guidance was lousy. i think solar city might be interesting for a trade right here.

netflix shares, jump in. a $500 price target ahead of the earnings. dan nathan is the bull. tim seymour is the bear. 90 seconds on the clock. dan, kick it off. >> don't fall off your chairs just yet. i think tim is right on this one. >> what? >> i think the stock is much lower a year from now but the setup into earnings on monday night is a treacherous one. the options market is implying about a 11% move either way. the stock has moved on average about 14% over the last four quarters. 18% over the last eight quarters. this thing is going to move people. here's the thing, sentiment is really bad. stock is down 25% from all-time highs, made just about a month and a half ago. better than expected numbers, the expectations are low. you see a pop back up to 400 but then i think you sell it. if you're going to do it, you do it with defined risk. possibly a call spread. let me tell you, i think this is the beginning of the end, just like chipotle, i think investors

will use them in these high valuation names to sell them. >> so you're in the -- >> i won the street fight. >> really -- >> let me jump in here. i think dan's caution is fair. ultimately, when you look at the valuation of 30 times 2014 ebit, ebitda, this is a stock trading two times the sector at a time when the entire sector multiple is going down. it's not me going after netflix. the entire sector is suffering. everybody wants netflix to grow internationally. i think that's where their opportunity is. amazon has got a business in the uk growing step for step with these guys. in terms of players that are already there, not that difficult. the biggest issue, i think we have guidance that the first quarter will be okay. i think they'll be around 4 million. i think the second quarter guidance when they analyze all the success they have. second quarter, very tough. any negative news out of these guys i'm out. >> anybody hear the buzzer?

>> anybody hear the buzzer? >> i need more time. >> you didn't fairly categorize my opinion. >> they are divergent in their use when it comes to short term. guy adami, where do you stand? >> which one was the bull? >> dan's the bull. >> dan is the bull? >> did you think there was anything bullish about what i said. >> you said he was going to be right. >> pay attention. >> i'm paying attention. >> whoa! >> get in the game. >> that's from that -- what's that show, that kids show from disney, "get in the game." >> i don't know. >> yes, you do. the one with the high school. >> b.k., where did you stand? >> you know what, when netflix was at 450 i understand the company and why people liked it. it went straight down from there. it seems like there's cost pressures they're going to have. to take the reverse bk indicator with dan i think it pops. >> wow.

that's indicator upon indicator upon contrarian indicator. who do you thought won the street fight. vote on twitter, #bull for dan and #bear for tim. we'll have the results at the end of the show. time now for p"pops & drops." handing it over to jim bardsall. >> why don't you imitate him. >> barnes & noble down 12%. >> awesome. i mean first you had liberty media getting rid of their stake and the chairman, part of his stake. charge admission. all those people walking in with their name tags on. let them buy their starbucks. you'll make a lot more money. >> drop for schlumberger. >> you have got a company with record profits. the guidance wasn't great.

this is a wonderful time to be a globally focused, technology-based oil services firm. these guys are the best. international is where they're going. the world is trying hard to pull oil. i would stay in this name but i don't think you need to chase it tomorrow. >> gogo pop moved 6%. dan? >> jpmorgan upgraded the stock. this is an interesting company. we all like wi-fi on planes. right? these guys have a lot of competition. who knows what it will do going forward. to me, you get a stock like this that's down 50% from the all time highs last year. maybe in the low teens, that's where you buy it. >> sandisk. up 9%. >> second day in a row on great earnings here. i like this name, can't trade it tomorrow because it's good friday. if you want to have a happy monday, you wait for a pull back on this one because it's moved too far too fast. >> keep this. a pop for peeps donuts. this spring dunkin' donuts

partnered with peeps. their adored with pink and yellow peeps that resemble baby chicks. if you got a sweet tooth move fast before they fly the coop. we fortunately have these on the set. i just want the peeps because i want to bite the heads off. >> i'll take a yellow one. dan, you probably want a pink one. >> obviously. >> here. >> i had one earlier. >> who sang "sugar sugar"? >> the archies. >> thank you. >> tim seymour. still ahead, our cnbc 25 anniversary celebration continues with a look back at what our traders have been up to all these years, plus, one stock lighting up dan nathan's options radar. back after this, "fast money" and our peeps after the break. stay tuned.

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♪ love shack baby time or no time for this? >> first of all, longer than 25 years ago. categorically telling you. >> popular 25 years ago. it's not that they came out, popular 25 years ago. >> what town were the b-52s from? >> athens, georgia. >> same as r.e.m. single best performing sector today. dan has been taking a look at a bet of one energy stock in particular. dan. >> oh, den -- oxydental. today there was one options trader making a bullish bet. calls outnumbered puts, 7-1 today. more than 4.5 times average daily volume. one big trade caught my eye. today was april expiration where traders sold 8,500 and rolled out that view and bought 17,000 of the august 105 calls. the break-even is up 10%.

that's on august expiration. when you go to the chart, look at this triangle or wedge or whatever our main man carter would call it here. that thing is consolidating. it looks like a coiled spring. it's ready to go here. earnings are on may 5th. 1.5% on average. that is what the marked is implying. look at the next chart. this is at the money, implied volatility. the price of options over the last three years. upper left. bottom right. it looks cheap. i think that's what that options trader was thinking today. >> more options action next friday since tomorrow is good friday and we're all off. check out optionsaction optionsaction.cnbc.com. and in honor of cnbc's 25th anniversary here are the top five best brought to you by the voice of cnbc, jim bardsall. >> thanks. without further adieu, here they are. number five, spider monkey.

number four, yea sure. number three, #jerk. number two, ridonculous and number one, if ur twerken you're not workin. >> so much to choose from, obviously. he can say anything and it sounds amazing. >> silky smith. still ahead, we take a look back at some of the top moments on "fast money" to celebrate our silver anniversary, complete with a toast. plus the one stock betting on for the next 25 years. more "fast" straight ahead. [ hypnotist ] you are feeling satisfied without standard leather. you are feeling exhilarated with front-wheel drive. you are feeling powerful with a 4-cylinder engine. [ male announcer ] open your eyes... to the 6-cylinder, 8-speed lexus gs.

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from the nasdaq market site in new york city's time square this is "fast money." america's post-market show, i'm melissa lee. these are the "fast money" traders. >> 5:00 i'm home and watching. guy adami and beautiful karen. i'm with all of you. >> helping tanning take ahold, the advent of the spray tan.

and this booth can turn you into a bronze god or godess. >> guy adami is the manager of the masses. >> you're either stupid or dumb. i don't know. it's a terrible excuse. >> putin and bush have their first get together of the year and last year there was a left lot of warm fuzzy. >> he just ran behind me. as if this is the first time you're on tv, dan. >> welcome to tv, people. >> there's no doubt tv teaches about football. and everything about when to be aggressive and when not to be aggressive. it's all about strategy. the market is like that. >> tim, going to disney world. >> again, so much to choose from there. crazy. >> yeah. >> good time. good time. >> that's a lot of years we logged. >> both of you in '04. you looked like -- you didn't look like you. >> no. right? i don't think that was me.

>> the tanning booth, you definitely did not look like you. >> that's awful. take that down. take that down. >> that is awful. what do you want me to lie is. >> #jerk. all right. >> like a spider monkey. let's go to a toast to cnbc's 25th year on the air. nicholas is founder and ceo of whiskey dog. he's here with a 25-year-old whiskey. >> this has been maturing in oakwood for at least 25 years. when we look at whiskeys like this, less than 1% reaches the age of 21 years and above. it's a big, smokey whiskey. notoriously known for being smokey and a freight train of smoke and crushed pineapple juice. >> freight train.

>> freight train of smoke. >> and fresh pineapple. which sounds delightful. i look at that label and think ben riach. >> it's kind of in the back of the throat but after a couple whiskeys it becomes a lot easier to pronounce. >> we hope of course cnbc will be around in the next 25 years. >> we hope? we will be around. >> we will. that's right. are there whiskeys that reach that age? >> absolutely. at the moment, there's a lot of facilities that have 25, 30, 40 and 50 and 60 years old and up. and has become a demand for very collectible whiskey. i think they're really scratching the surface. this is relatively unknown in the u.s. i love it for that reason. it's something different. it's not one of the big brands you know and see on every shelf. we are really proud to carry it and talk about it and share it with you guys.

>> turned radar whiskey. guy, can you say that name. >> cheers. >> very good. cheers guys. >> cheers. >> coming off the wagon right on tv here. >> perfect. next hour on "mad money," cramer is hammering in on the american economy ceo of snap-on. coming up, a special edition of the final trade. the traders will tell you the one name you need to own for the next 25 years, plus, the results of the street fight, who won. still time to vote on twitter, so please do. final trade after this break. mine was earned in korea in 1953. afghanistan, in 2009. orbiting the moon in 1971. [ male announcer ] once it's earned, usaa auto insurance

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time for the results of our street fight. it was a bloody one. on netflix with dan and tim. by a margin of one vote, the winner is tim seymour. >> wow, good job. >> with a heavy assist from dan. he actually agreed with tim in the end, which is kind of lame.

>> no, it's not. from a tading standpoint, it's a tough press on the short side. >> all right. what do oracle microsoft and charles swab have in common? cnbc's first broad cast 25 years ago your investment would be up 10,000%. can you imagine? 10,000%. for tonight's final trade, we're giving you the top stocks to own for the next 25 years. tim seymour, what do you say? >> not 10,000%. i love ge for the next 25 years. they're in the business that are most important to the world, energy infrastructure, water, purification. they're a step or two ahead of all their peers. modeled after their overall return profile. i think it's going to improve. i think the profitability of some of these high-margin service business is what's going

to drive a better valuation. on the sum of the parts, feel comfortable with management. i would stay long in this name. >> dan? >> and jujitsu by the way. >> i don't like any names that have been around 100 years. amazon is one to me, they're going to have $90 billion in sales this year. when you look at walmart, $500 billion in sales this year. i think amazon is going to imbed themselves in our lives. they're going to figure out a way to become profitable with those sorts of sales. i don't see too many companies going to go to $100 billion in sales to $500 billion any time soon. i think amazon is probably one of them. >> 25 years ago if you bought the internet. >> or the interweb. >> you would be very, very happy today. 25 years from now what do you buy today to be happy? bitcoin. >> wow, i didn't know where you were going with that. >> i'll be 93 in 25 years. >> that's it?

>> many of the same reasons that tim mentioned. i think honeywell does it better than ge. all the reasons tim mentioned. 25 years, hon. >> i'm melissa lee. thanks for watching. see you monday. "mad money" starts right now. happy anniversary cnbc. cheers to another 25. "american greed: the fugitives"... they were the heady, get-rich-quick days of the dot-com boom. >> promising internet riches was the way to get into somebody's wallet. >> narrator: among the companies that raises millions -- an online-video start-up with a famous pitchman who exudes trust. >> i'm sure you've heard of it. it's called the "internet." >> narrator: but the website is a sham. its only purpose is bilking investors of millions, and when the feds come knocking, one of the men who's allegedly running the scheme heads to sea. but first, street criminals turn to white-collar crime. >> this is the first time that i had seen people who graduated from n