we can do that like grub hub kind of thing. guys, thank you. "fast money" coming up if a few minutes. melissa lee, do you guys got pizza? >> no, send some our way, kelly. >> we sal. what's on tap? >> we will trade tesla, up 9% on top of a huge move, tesla is up a 22%, so our traders are weighing in, giving you the trade right now. >> all right, looking forward it to. over to you guys. >> fast money starts right now. live from the fax markets, new york city's time's square, i'm melissa lee, tonight's top story, the escalating crisis in iraq. turmoil in the middle east is keeping wall street on high alert. we have dennis gartman. plus a first on first cnbc interview about jet blue and how it could impact his business.

the question right now is how high the government will allow oil prices to go. remember the last time they tapped the spr, the petroleum reserve was if june 2011. crude was just above $five bucks a barrel. today it settled just under $107 a barrel. >> i think so, to a certain extent, this could be the way they answer it if they don't want to put boots on the ground, this could be tear way of answering the rising crude. they released 30 million barrels back, that was the libya incident in 2011. that's what they were trying to do. but this teams e seems like a much bigger event to me. i don't know if that will curtail the rise in oil. >> really, even if they release? it was:30 million barrels, if conjunction with all the other players the 60 million on the mark, on that day, they filled up 4%. >> when we were doing this, the real top was when there was demand side architect for this.

i don't see why at this point they're going to push this. i also don't think when you look at wti relative to brent, if anything, wti on a spread basis to brent will start to fall. this is a brent supply disruption. so when we look at the global blend, opec has a lot of work ahead of them. my general view is the second half will be a bigger part of this. pr, no way, not this early in the crisis. >> i think the reason why we are asking this, basically, we seen a lot of rises to 52-week highs, in today's session and friday's session as well the xle, conocophilips, apache, chevron, so are we in sort of a sweet spot, we are seeing rising oil before we hit that ceiling at which point the obama administration could say, you foe what, time to tap the summer driving season. >> i agree with tim, it seems way too early, oil has been pretty steady going up with the mark. this 106, it used to be a high number, it's not really anymore wind chill reway, way early to see them do anything. >> so if it's too early, is the

exstraplation that oil stocks can keep rising? >> yes. it's not early in this trade, by the way. this has been one of the great trades. >> early in the oil trade. >> these stocks were moving higher long before there is any geopolitical unrest. you mentioned conoco philips, we have said that name for a while. so your point about the spr, i think it's a panicked move, if anything, this should sound crazy, they should be adding to it. not sell from it at these current levels if you believe the global is working the way it is, it can work for a couple days, yes, does it work long term? no, it wreaks to me of panic. let the market sort itself out. >> the way to get into a subsector the refine, tim was talking about the spread, valero, we have been waiting forever for that stock to turnover. if you see new money it's going

to the service names, that's an interesting die famics, they are still running to a certain extent, but.coming out of there to halliburton -- >> for instance, do we want to go the total routes or? >> i tell you what, one of the problems also with integrated oil is traditionally when oil spiked, these things didn't rally because of all the reasons that we know the economy, there was never a sustainable view you can hold oil prices. now, this was really the view prekind of super commodity strikes. hess is the best value, especially if they sold off the retail business. they got a buy back coming. this has the most on valuation. i think if you look across the space, refiners start to get a boost when people speculate whether they can increase capacity. >> hess is interesting. a nice run, it's significantly lower than levels we saw at possibly seven, eight years ago, possibly longer, so to tim's

point, hess is interesting. it could play catch-up the same way conoco philips played over the last year him when they spun off psx, it was two-and-a-half years ago, that stock took a bath. same ting could happen. >> it's not just iraq at this point. are you talking some of the gas names on concerns at this point about disruptions. >> ukraine. >> yes. >> so we were talking ukraine. i have been on shanear since the mid--teens. i alls toying with, should i sell it now? every sale would have been poor. i think it has remember, cheniere to go higher. >> we have been looking alt this macro-play as gas as an exporter, navigator is one. we have another dorian, which is ticker lpg. those i think both are in the sweet spot, it will develop in the next year or two. let's move on.

another big story, yahoo, shares were hit, ali baba released slowing sales growth as yahoo diplomacy on ali baba's ever move. the analyst at rosenblat securities, martin, great to have you with us. how much of your view depends on ali baba? >> well, i think a lot does if terms of the valuation. i think right now the majority of the market cap frankly i think yahoo's core business is sputtering. people are viewsage to grow up. we are not seeing that yet. i think the action today kind of speaks to the fact that they have obviously a 10% stake. they will sell. i think the bet is this assumption of people are making that ali baba will price at a $150 valuation. they could go closer than that on the deal in the next couple months. >> do you think investors should be concerned about these new dell tails ali baba released if that this is sort of whatever internet company has gone through when they sew any

inkling towards mobile monetization t. revenue mix changes, so therefore the growth doesn't look as good even though the mobile usage growth is growing? >> yeah, i think that's true. you are seeing that across the board to different degrees with twitter, with facebook, with google and obviously different differences there. i think they will have to invest to get that next examiner. i think the assumption has been na the growth in the economy, ecommerce is booming. in china we all know that, everything, they desell rate at some point. you have to invest more for that marginal next consumer, that next purchase. are you probably looking to see that and likely to go forward, even though the numbers will be anything beggar tan here in the united states, amazon in particular, deceleration should be expected. >> that's what i want to get o. is the an indictment on the entire chinese internet space? you have a lot of guys fighting, ali baba certainly had poll

position. quickly assess whether you think china is still all that and/or whether people have overstated it. >> i think it's probably a little overstated. i mean you look at this company as they go, oh, look, we got a few quarters under the belt. i think people will realize there is a lot of solid growth even if there is deceleration. probably some overreaction. we don't see how ali baba would have traded so probably somewhat overstated. but, you know, i think those growth rates will be tougher to climb even for them in the next 84. >> martin, great to have with us, thank you for your time. water your trade here now? >> i still have 20% of my original position in yahoo. i do think the closer we get to ali baba i assume it trades higher, but i think it's interesting to pe we are already starting to have these questions about ali baba when we were also bullish or i should say the market place has been so bullish on the fame universally.

>> soft bank obviously has a big a ali baba as well. the rate is slowing, not the growth is sloek. obviously, it's a high flyer. it's not surprising it can come in a little bit. i think we will still see a gigantic i.p. >> i think the growth is phenomenal in china. if you want to look across the space, ten cent is winning the move to mobile. we chat is starting to eat some of ali baba's lunch. bit chop announced last month saw first quarter numbers up over 100%. the clicks are 50% year over year, there are valuation, biosuspicion is at 28 times, bit chop trades at next year's numbers, for a guy to grow their top line, ten cent is the biggest fame of the bunch. some looks more interesting than ali baba, it's more diversified. >> do you pull the rip cord? >> i think you have to stick

wit. it looks like it got its mojo up until today, obviously. i think $150 million martin mentioned, that's the valuation line, south of that is probably disastrous for yahoo, the stock price. but if a statin a static world, think it comes north of 150. i think there should be a hand him on yahoo. find out why tesla stock nearly up 9% today and hidden cash is "fast money." our producer found one of the cash-filled envelopes over the weekend in central park. he's going to open it live on the sew coming up, our traders will give him some investment advice on what he should do with that money. plus, dennis gartman says the best way to play turmoil in iraq is not the traditional oil play, since they had to do it. [ music playing ] .

tensions in iraq escalate with an al qaeda affiliated group continues action to leave many to worry it could be the start of a civil war. msnbc's michelle cabrera are you so had several interactions. >> islamic militants are taking

over a town about 50 miles west of po sul. at the same time they have not been able take baghdad, something they have promised to do late next week with lightening fast speed. thus far, it athe beleaguered iraqi army has kept them back. iraq is such a large producer of oil, a member of opec is sec only to saudi arabia, producing more than 3 million barrels per day earlier this year. there are homes they could be producing as many as 4 million by the end of the year, another key development today, u.s. secretary of state john kerry not ruling out working with iran when it comes to dealing with these islamic insurgents, both countries see them as a common enemy. it just guess to show you how the situation if iraq has turned geopolitics on its head when the u.s. will consider working with one of its long-time enemies. i'm michelle cab rer ro russ see

in iraq. let's bring in dennis gartman, always good to see you. in terms of where we can see brent or wti go, at the beginning of the show, we had a debate about tapping the spr. all the traders pretty much agreed that won't happen for a while, that oil price will climb significantly from here. >> well, first of all, two things, michelle, i love the glasses, second, kudos to cnbc to having michelle russ so cabrera in iraq. finally, let's talk about the markets, what they're doing, i think the united states clearly is becoming more and more self sufficient as far as energy is concerned. fracking is the real place to i think the easiest thing is to use the old methodology people made money back in the gold rush, you didn't buy the gold. you bought the pans, you bought the levy's, the tent-makers, if

fracking, i think the place to be is to look at owning the people that supply stuff to the fracking industry, sand the frackers need savend and water. take a look, i usually don't like to look at specific stocks. take a look at hclp, it's been a wonderful proponent or benefit, a winner here, as it supplies sand to the fracking zrichl it's a limited partnership. it pays a wonderful dividend on a consistent basis. it's well covered. >> that i think is the better way to take benefiting from water happening in iraq. finally, you will continue to see brent crude widen its premium out over wti. i had that trade on absolutely the wrong way last week, when the circumstances prevailed showing isil, others call it isii, i think it's better referred to as isil was clearly running amuck and defeating everybody. i had no choice but to come in and say i'm out of that trade.

you could take brent to a huge premium own wti, i would not be surprised to see $10 or $15 premium and front of the trent lead the way. so by the suppliers of stuff to frackers and take a look at owning brent versus wti crude, that could go anywhere. >> den in addition, i agree so where were we on the arab spring on that wti brent spread, which brought a lot of this to the light? and in some sense, it held on to a lot of that spread the second part of this, is ultimately your call, on some of these frackers and the sand guys delivering water, this really an iraq calm or something have you on for the next six to nine months? what you said is a great "fast money" trade. you said get on this, we think this is something going on, the your big picture trade? >> it is not wage related to iraq. it's what's happening in the united states, we will be the great beneficiary of fracking

and numbers incumbent in the middle east and those who supply natural gas and crude oil will be the benefit. the beneficiaries, be the buyer of that. the pure play in iraq if you have to have something that is absolutely pure, it's the bike brent, selling back month wti, that's probably the very pure, this is predicated solely upon the circumstances prevailing in iraq him now, one ting to be said about that, everybody is watching what's happening there. as michelle pointed out, i think this is very important. most of the fighting that's taking place is miles and miles away from the oil facilities. it's miles from up in kurdistan, it's miles from basra, that's where all the oil is. and i suspect that the isil is smart enough to understand they don't want to do any damage to those oil facilities because eventually, they're going to want those oil facilities. so perhaps you are getting a little bit pressed on the upside

here, but any correction, any 50 cent correction i think in brent, you want to be a buyer of front month brent, you want to be a seller of back month wti, it's for the sophisticated traders out there, that itself the pure play. >> dennis, thanks, good to see you. >> always good to be seen, tanks, mel. >> none of the fracking plays came up in our discussion when we talked about ways to play this turmoil. >> approach is not a true fracking, apache had the stealth run up towards $100 bucks, i think one of the analysts downgraded the stock, the price valuation range is still anywhere from here to 105 late in the cycle, apa is how i would play. >> emerging markets trading at a key level, tim, what are you seeing? >> it's interesting, as oil bumps up, you wonder whether the oil producing companies will lift emerging markets, emerging markets are effectively at 30-month highs. you got a range.

the index is the exmf, at 40 a quarter, you run up into resistance you have hit every single time since the fall of 2010. >> that line goes back to the crisis where we traded up, too t. pain market is emerging can't go further, you need a catalyst to break it out. i think we have a reversion of the main trade, which has been a 24 hour month or a 36 month even move of s&p against emerging. this is something i think is overdone, so fun flows, nole l normalization of interest rates. i think china is not as key a player for investors to be playing and emergesing, i would buy emerging on a breakout here and not be scared of this head line. >> coming up, what about the launch of the new mint premium business cabin? you will hear from jet blue first later on. plus, tesla soaring on its new

model, model x, coming down the pike, all the details from the falcon wing doors to ease seating options right after this. .

big i big gains for tesla, checking off the top trade, the stocks soaring on fuse the company sent out e-mail updits to reservation holders promising the crossover will be available for launch in early 2015, falcon when doors and all we'll drive will be standard on the model x. >> radar love, it's nice to be able to recall that.

i don't know what's the big deal when, fact, the model x was supposed to be drifrd in early spring of 2015. to me, i think some of this is a carryover from the fuse on friday, which is just that tesla patents and technology will be opened to competitors and this is something that people think this open source is really going to be a sign of their strength. i think this highlights the fact that the competition is going to be there as well. to me, this is not big fuse, clearly in this currents run and momentum of tesla stock, this is not a place i would look to trade the stock. i think it's ridiculously priced. i think this model and the product schedule, let's talk about production. these guys have to go ten times those numbers to get to a meaningful place in the auto industry by 2020. >> i think it's always about perception, they came on the scene when the alternative was the preus. this suv, people want to drive it. it's not that you want to be environmentally friendly to drive it. now you actually want to drive

it. you see those doors right there. >> are you going to get one? you sound like you will get one, grasso. >> everything about it. >> it's about perception and i totally get your argument. but when you slap this suv, that sa cool looking ride. >> i don't think anybody questions that people want to drive a tesla. it's a cool car, it's a great tech following, it's not worth 150. >> it's 23% in the past month. >> you know, i totally get it. how do you look at the stock? 84 not talk xm sirius here. >> here's delorean person. >> we drove it. >> the tesla. >> the tesla. >> yes. >> next up, microsoft, former ceo steve baum mer at the university of washington commencement speech this past weekend. take a listen. >> i retired from microsoft

earlier this year. it's a wonderful opportunity, frankly, from microsoft fresh blood, fresh ideas, fresh thinking, a leader outstanding, new countries for the company and i look forward to new opportunities for me. >> i got to tell you, he ought to do every commencement speech. he has a bad rap. the guy is motivational. >> speaking to the students at the university of washington, he's pulling out the things from me. it's about them. it's not about him. >> no. >> he talked about if it was possible for me, it's possible for you, live the way i live. you can always, why, because he's a billion fair? >> if this was a street fight. >> i will go with grasso. >> oh, really? >> ultimately, i think he is metaphorically saying, you can do whatever you want. look what i did. i will do something better. >> i love that message, at the end of the day. >> it has nothing to do with it

from the stock here, everyone wrote this one off the stock 84 date is up 11%. they do have the opportunity to turn the ship around to recreate, make it something worth while. so i do believe you can probably stay in microsoft from maybe he knows he left wit a bag of something. >> oh. >> now he has to get on board though. >> next up, rallying sandisk is an attempt to bulk up its storage business, they were on the halftime report a while back and had this to say about being taken over. >> almost any company in this position wants to be in control of its future and developing the future, itself, and being taken over is almost a sellout. >> guy. >> yeah, almost sellout. >> almost. >> they sold it. >> first off, london, wiz around of oz, great job by him. this is a failinger, it was a

failing business. look at the stock price over the last three years, this stock has been grim to death. the quarters have been discuss. so he did sell out. the fact that nobody is rushing to boy these guys is an indication it is a failing business. what does it mean for some of the other players? >> well, d-ram, analysts getting on board that still pushes towards $35 bucks. they're buying on the keep right here. >> i like how you took down, actually i think it's a take down of the wizard of oz. >> fine 13? is that right? >> that's trade school right there. >> ar kane. >> coming up next, dave barger joins us live with crew members on hand to talk to premium coast-to-coast mint cabin, which completed the first flight yesterday t. first time cnbc interview. that's next. [ music playing ] . ad

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check your speed. see how fast your internet can be. switch now and add voice and tv for $34.90. comcast business. built for business. welcome back to "fast money." we are live at the nasdaq market, jet blue getting into business class without the business price. the airline debuting it's first premium class service meant,

featuring the longest whichfy available in the united states, high speed wifi and over 100 direct tv channels for $4 nine at pop. the airline completed its first flight yesterday. let's bring in ceo jeff barger, two crew members are modeling the brand-new uniforms as well. very sharp, dave. >> well, thank you for having me on fast money. we have alex, barbara on lagardia, out of boston, stan hermann, new york designer, this is a reiteration of two of our uniforms, having roll out of mint, this is jet blue making a difference in the marketplace. >> i will talk about what this will mean in difference for your average fair for cross country flights. will you expand the service so jfk, lax will be more expansive by the fall. will you expand jfk to sfo, san francisco, in terms of average price, the average

transcontinental flight is $247 a ticket. the industry average is higher, what will the service do for that price? >> it will raise it. at the end of the day, these introductory fare, it was amaze, our most loyal customers would say, we will ply to the care bone, not to lax, not san francisco, you don't have a premium experience or wifi. now we have our problem with men mint, this is a way to attract those customers back. >> the street is modeling if terms of your average price transcontinental, buckham is saying if you get virgin's price per fare that could mean $300 million in increment am revenue. are they right in the ballpark? >> i think directionally, they are correct over all because, again, we look at our revenue gap to the airlines flying that product today and we know we see a gap. so i think that number is rather large. but lax and san francisco from new york are two markets in the

world where people actually pay for the product as opposed to being upgraded into it. 2015 and beyond, it is moving up. it's amazing you pricing is in this land skarngs it's positive for us. >> it's interesting, your stock has had a tremendous run kudos over the past couple weeks, airlines got what kind on these energy concerns. do you have any concerns whatsoever about the landscape we find ourselves in? >> sure, always, it's the number one input into our pricing, close to 40% when you take a look at what's happening with wti in our kies or brent across the industry. so there is a concern. all that said, i'm very pleased to see that finally people are seeing the jet blue investments that we have been making, whether it's meant, whether it's wifi, mon tiekz our subsidiary life, live tv. these are investments that we have been making over the years and to start to see them out into the market place, that's big. i think that's what's moving our

shares. >> i want to address some of the rumors in the market about your retirement or potential retirement when your contract is up in 2015, what can you tell us? >> fully engaged. i think when we are six months out, our board will have further seductions on that that's in the first quarter of 2015 time frame. >> six months before the first quarter of 2015 around now? in there in the fall time frame. into the fall. >> that's now, right. >> or still right in the middle of summer. probably into the fall time frame. we have a great team, fully engaged. we have been running the company literally over the past sex-plus years. we lovef seeing what is happening in the marketplace with our shares. >> i got to ask you about this flight, new york to las vegas. that was diverted to detroit. you had a landing out of an abundance of caution is what a jetblue spokesperson said. what does this cost, sipically what the impact is.

it seems like more and more these days there are these diversions and unruly passengers. >> there are. world wide, by the way. i think when you start to look at a provides of something that looks like $75 per minute or what happens on the aircraft running in late to it's destination when it's coming back to make up it's next flight, you will put the money to the side. at the end of the day, there are situations when trained crew members divert to detroit. like what happened in this case, a great decision made. i think then you try to learn afterwards, you know, could we have done anything better? we back our crew members making this decision. it's the right thing to do. >> let me ask you something, we talked about oil prices before, how much can you pass onto the customer who is already getting, you know, extra baggage, i don't know if that's true, how elastic or is that customer to price hikes? >> this time of year, karen, as i look at demand, it's strong. and as we look at just

historically what's happened, this industry, now in its 101st year is driving record profits. we started our company, oil was $30 a barrel. you look at the difference, so the ability to, hey, you have to be smart about it. even this mint transconflying, this price between 519 our introductory pricing, coming over here, it's $2200. so people are price sensitive when you have a gouge fare like that out in the marketplace some we're going to be disruptive, but, hay, at the end of the day, people are going to fly. they reel realize what it costs with the suv, you talk about that electrical transportation, they understand it. we're not going to gouge the traveling public. we never have in the 15 years we have been flying. >> at the end of the day, do you think you are starting a price war for the business crass class traveler transcontinental? >> we will be disruptive as we have been starting flying. that's been a part of our dna if you will, since we started

flying. >> great to see you, thanks for coming in. dave barger, ceo of jet blue. let's talk about the shares, revival of the shares last week, wolf researched the two notches upgrade of the stock. >> we know that sector very well. if you look at the sector, what is happening, people are justifying multiple upgrades here because of all the margins these guys are squeezing out. people are saying the whole industry is the next basis points on the margins. this is the same thing people are saying about delta and aol at lower all of a sudden, oh the stock has had a nicer run, if you look at where jet blue is coming from, they d-rated it at pun pint ir point. >> time for pops and drops, we kick it off, mooirk micron up 2%, guy. we talked about it before, for the need to rehash it. this stock in the right place at the right time. >> dreamworks down 11%. >> this stock is down 31% 84 to

date. the numbers for how to train your dragon, way too high. we have to wait for total domestic number, content on sale, i've seen buyers in the mix. >> a pop for williams. a big one, up 19%. >>s ast a massive move. they're going to buy access mid-stream, it's all about fracking, it's all about profitability. they will raise their dividend. i think it goes higher. >> nuance of pop the move 10%, karen. >> buyout story, samsung, maybe private equity as well. i don't know i'd jump if right here. carl is there, 10%, pretty big. >> open table, karen is making a bet that someone other than priceline will actually step if and make a bid, karen. >> so here's the situation. priceline, they have a signed up deal. it's pretty air tight. 103. we bought the july 105 options. we think it's an interesting sect. so you lose your money, high probability or you make many

multiples. the thing we are looking or that will be interesting is, once the tender of the documents are filed, which will be within five days from whenever they announced the deal, in those documents, there will be a section background to the offer. and they will have to disclose, both sides will have to disclose how it came to be that they entered into talks and whether there were other parties or not. so we won't foe who it was, but we'll be able tell whether it was actually a ro bust option, if that were the case, probably for the one else would show up. if it was only discussions with priceline, then i think the stock will trade higher because there is certainly a chance, many people will be coming, gook him is not the first one that comes to mind t. risk of word on those options. >> so what are the specific strikes as we talked about? >> i like the 105 calls, they were trading i don't know 90 cents. >> you k0ud lose that. >> or there could be huge upsides. >> very high likelihood, could you make five times your money?

absolutely. more than that. >> still ahead, metraonic added to jumping the ship, there might be more to the story than fleeing u.s. taxes, we got the details next. plus one trader voting big against chipotle banking on the move they're dropping 8%. more "fast money" straight ahead. bill have you seen my keys anywhere? i'll help you look. maybe you left them in the bathroom again. it's just the strangest thing... the warning signs of alzheimer's disease, may be right in front of you. it's alright baby. for help and information, call the alzheimer's association or visit alz.org/10signs

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. >> a major deal today in the health care case, med tronnic is buying ireland base riev covid yen, some say it's to help med tronic avoid taxes, meg what's going on? >> obviously, the tax enversion here cannot be ignored. we saw a lot earlier with pfizer and as strasudden ka, they pay a tax rate of 18%, that's low. analysts saying they could come down with this. this gives it an ability to use almost $14 billion overseas, bringing it back to the u.s. where it would be taxed higher on it, there is something else going on, a trend of consolidation if response to consolidation among these medical device customers. those are customers and doctor's practices. there is pricing pressure in the

industry with the economy and affordable care act spending less overall, by consolidating, these medical device companies are trying to get negotiating levels back on pricing. we saw it in 2011, earlier this year, zimmer buying biomed for about 13 being him analysts say it could catalyze, med tronnic and co vid yen would be the best device maker after johnson & johnson, we could see more deals because these companies need that negotiating leverage, now, wellsfargo telling us their j & j abbott, striker, zimmer and st. jude are all in that space. we could see consolidation from, overall, it has to be smith and mathieus. the one we talked about has been in the crosshairs of striker. one last one we'll mention is shire, that's not a medical company, the drug maker has been

talking about it for a while. could be another takeover pick, melissa. >> thank you for that, smith and nephew and striker is a combination in the news, we know these medical device makers have been accurate. remember that boston scientific bought the interventional division of bayer. >> this space is interesting. j.p. morgan had a note about the deal, which i get, but i think it forces them to probably have to do something. they just authorized a big stock buy back, i think half a billion, the stock has actually traded off from it's all time high. you are not buying it because somebody will buy it. you are buying it because the company is sound. you never know with the world we live in today, a 10.5, 11 billion market cap could fly in the crosshairs of these larger players. >> the transformation nna is happening. this deal is less synergistic than the zimmer deal.

the wise covid yen selling, more people are scratching their heads, there is some risks at the medtronnic side on how long they can transition this company. this deal is happening. more deals will happen in this space. >> chipotle at an all time highs, traders think it could drop, mike co-is in texas with today's options action. what do you see? >> it traded 1.5 its activity on the put side the post-active puts with the june 540 something-and-a-half strikes. at the end of the week, they were playing 65 cents, granted that's a tenth of a percent of the nearly $145i6r789 price, there has been 12 times the stock declined. almost every won of those is related to earnings. it's hard to see what they might be shooting, maybe darden earnings, it's hard to say, this is a bet it could fall in a real

short period of time. >> pike co-thanks for that, catch more options action, at 5:30. check out the website at options action@cnbc.com. one of our producer, michael newberg won the social scavenger hunt in new york this weekend. coming up, he will open the cash-filled envelope for the first time to see how much he won, plus the traders will tell him where he should invest that cash. much more of that straight ahead. [ indistinct shouting ] .

it's a social media scavenger hunt sweeping the nation. last month the twitter user posted under@hidden cash, "fast money" producer mike newberg followed the cluess and tracked down one of the hidden envelopes in new york's central park. he joins us now to unseal the envelope and find out how much is pence. mike, good to see you. >> good to see you. >> how'd you do it? >> so i was following the story for a while. this guy posting under@hiddencash had a lot of followers on twitter about half

a million. eventually he was outed as a real estate developer from san francisco. it's all for charity. it's a way to give back. i was following the story, i was coming to fork. i started following him on twitter. i kind of read the clues and read along with it. >> you dashed from your apormt to central park? >> i did, so one of the clues said something about go where the frogs croak and the garden in the middle of the city. so where else could that be but central park. so i ran up 92nd street into the park. there was a guy sleeping on a rock and he was kind of passed over by the other treasure seekers looking around. >> you didn't let that stop you? >> he's sleeping, i'm going in. >> the smell of the urine? >> oh, come on. >> that never happens, sorry. >> so i looked under a root system in the trees, i kind of saw a white flash, i grabbed and the envelope is here. >> nice work. >> the rest is history.

>> so you will open it. you don't tow what's pence? >> i don't know exactly how much is in here. >> i feel like we need a drum roll. >> this is the big reveal. >> it's unbelievable. >> while we're young. >> i can't wait to see. >> there we go. >> oh, all right. >> wow, $50 and it looks like a coin. >> all right. >> wow, $50 and a kind. >> a silver cone. >> now the question comes up, what should mike newberg do with $50? >> i'm wealthy now. >> if you are putting this work in the market, there are two tacts, one is be altder aggressive, act like you are buying something, it's found money, i would take this right into the crawl space or go with walter energy, which looks like it's trading at options value, 50 bucks gets you ten shares of this thing, thvs market cap 35 times where it was only 22 years ago, so that's your call, mike. it will make you a lot more than that. >> what do you think? >> in the same vain i will go

with arch coal, aci, if you believe in alternatives, you believe in elect trek, you got to believe in thermal coal. so obviously, this administration, public enny number two, the financials, i think at a certain point, it's all factored in, the stock is down 18%. at a certain point, this is going to be a buy. >> container. >> since it's found money, you could lose it and not feel bad, right, i would go with take a shot on the open table call, however, you can't aford 105 you can't do half. >> you can do one, 110 good luck to you there. >> i would have taken it in a whole different. >> i don't know what direction that is. that's another different show. >> it will be a binary thing. exact science, exas, buy three shares, have a buck left over, colorectal, water the word i'm

looking for? help me. >> sequence. >> determine whether or not have you the text. screening. >> okay. exas, gold man sax. >> interesting, interesting that you mentioned cancer, because, mike, what are you actually doing? >> it is interesting you mentioned that. the whole idea is to pay it forward, like we said earlier, so with the doctor 50, i'm going to give it to the rosalynn park cancer institute, my hometown of buffalo. they do a ride for roswell every years ago my mom is participate, in it. i l put nato the roswell. >> what about the homeless guy you rolled? >> roswell park. >> congratulations and good for roswell park. more when we come right back. stay tuned. .

it's time for the final trade, tim seymour. >> i think bai du, it's going up, bidu, google is contracting, check out bidu. >> 26th still on the trade, building momentum, still long. >> karen. >> express, they have a hostile 13-d last week.

i think it's interesting here for long. >> guy. >> nuance, the stock was up today. i think it goes higher, carl icahn has been in the name. they're talking about a potential sale. i like nuance. >> i'm melissa lee, meantime, don't go anywhere, "mad money" with jim cramer starts right now. \s . 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. other people wants to make friends. i'm trying to make you a little money. my jolt is not only to entertain you, but to educate and tweet. call me or tweet me. this headline