cnbc.com the drk future of intelligence he is talking about. melissa lee, i don't know if you caught it. he had interesting things about short-termism. >> it was a great interview you and julia did with elan, we will trade that interview, especially his comments about what they could possibly do, amazon out with a new phone tomorrow, amazon going apple and creating it's own ecosystem between going to music streaming to now launching its own phone and what can that do to the apple trade? >> back to you guys. >> live from the nasdaq markets, new york city's time's square, i'm melissa lee. the elan musk moves are topping today, tesla and solarcity, both topping in today's session, muck issued a warning for tesla on the closing bell in the last hour. >> it would be a terrible outcome for tesla, they might fail. >> well, under what

circumstances could tesla fail? we'll have more of those comments coming up. and how to trade the stocks. first, to our first story the fed curve ball, you may think tomorrow's meeting may be par for the course, think again, with inflation rising and unemployment dropping, there could be a few surprises in store him we are setting up the vix cloaks practically at session close today. >> at a low volume environment, we have such a disparity, it comes back to complacentcy. the fed is almost done with tear taper. fed fund futures are not pricing an increase for more than a year from now. at one point there is one dent in out of line in that press conference what does it due to what we are in a very, very low ball environment. >> the backdrop is cti today. we have inflation ticking higher across the board, wherever, whether it be energy, rants, medical expense, et cetera. >> energy is extended now in

iraq. few look at the fed, look at charles swab schwab, look at etrade, these stocks ready to rally, they rallied big today. it's short lived. uts are a buy, they were a sold. >> look at the environment that are in here, one, we had a minor uptick in overall cti. we shouldn't get in our nickers over that. look at what's going on with china, this purchase is 14 month low. russia is selling off treasury. now have you the fed tapering. this security is stopping buying. >> that is a dangerous and a tricky situation for yellin to manage, exactly leak dan said, one little thing out of line, you can see a sell-off in the bond market, it wouldn't mean the economy is getting better. >> inflation is in the wrong place, too, i'll selling the lower rate camp, obviously, today, it takes a chunk out of that view.

i still think we see yields significantly lower than they are now, i say 10 to 15 a 15% level. today knocked that down him i think a lot of people are getting ahead of themselves. to your point, raising rates in this environment doesn't niec y necessarily mean the economy is getting better. >> you are saying it wrong. are you say accountiting it wil the end of the year. if that's the case, we have gdp, if they're wrong, then it could be catastrophic to b.k.'s point who is the real buyer of treasuries at that point. if you think back to last may and june, that was the biggest sell-off that we've had in what two years now. it was that paper tantrum. are we setting that up in. >> lqd.

the spread since 2007, yet, the dealer balance sheets are half of what they were. if there is a rate increase, will you have a problem with that. for me the trade on this hyg, i'm sort that. >> so the risk to the markets is on the downside. we had three gains practically at record highs on the s&p 5 much. now what? >> listen, if you think about the upside downside, everybody thinks we want to touch 2,000, that's a few percent away. the downside is we haven't had a 10% sell-off in the s&p in two years. to me, that's the rick here. for people looking, where do i put money? how do i make money in this low vol environment in taking cash and looking for better entries in the things you like most. >> let's move on. tesla up after the new jersey assembly allowed tesla to sell wage to consumers him tesla ceo elan musk revealed why the company hasn't yet decided on a location for its battery gig ga

factory. >> our money concern is to make sure the giga facttory is ready when the third generation car is ready. if we go and design the car and we tool up to produce the rest of the car, which is also a big expense, but then there are no batteries to supply it, it would be a terrible outcome for tesla. we might fail as a enxa. so that has to be paramount in a decision making. >> let's bring in doherty and company vice president and senior research an a list andrea james. andrea, it's good to have you with us. what did you make of elan's comments? >> well, i think he's right. you know, tesla could take a look at the world and say, what itself the biggest risk to our vision? and that risk is battery supply. so now they're taking their destiny into their own hands and building a gigofactory to address that risk? >> is there a greater risk for that supply or a greater risk that they'll have supply on

their hands? >> i think the demand will be there. it's not easy building a gigafactory. for sure, it will be a giant building, one of the biggest in the world. but they are partnering with pan a sonic who has space. i think the model done was greater than the upcoming complexity of building the gig jarring factory if that makes sense. >> andrea, what is more difficult to you, when you look at tesla, valuateing it as a car company, battery company, and is he doing it effectively right now? it seems like he is hitting on all cylinders pardon the pun, creating shell game. he is creating a little confusion here so that the valuation sort of goes off to the moon? >> i don't know that they're necessarily managing the company for the stock price. right? i mean, they're managing the company to take market share on an auto market that's worth $1.5 trillion a year him they're

doing well. the means of storage which powers the energy storage, that powers the vehicle happens to be a battery pack instead of a gas tank. so it is a different product in a lot of ways. you have to make a lot of battery packs, which are make maybe harder to do than say gas tank supply and gasoline supply. >> andrea, good to have you with us. thank you for your time. andrea gaines of doherty and company. how would you trade? >> 205 or 206 what no man's land. they need to gain back to take it to the new range. we got to be true to my word. here we are at 230. against this 1205 level to some degree of certainty can you play from the long side. this is one you have to be careful. musk, himself, said we could, you heard it out of his -- we could fail, they're ventureing into areas that there is a high degree of certainty that it's -- >> would you feel better he said

there was no way to fail? >> he was talking about the real batteries. >> i think his honesty is something that the market needs to hear. i think they have been clouded by his vision and they don't hear his honesty. he is going down an avenue that could become xho commodityised. >> musk soared 18% on news the company agreed to acquire solar manufacturer sylvia, here's what musk had to say about that. >> we actually see there being insufficient capacity for solar panels, which is, in part, caused by the oversupply of the lower efficiency panels today, which prevents people from investing in the future. so it's a sort of a weird boom and bust. it's sort of like in the bust times, you have to invest in order for the bomb times to work out and not be supply

constrained two or three years from now. we're trying to think a few moves ahead here. >> let's bring in raymond james senior vp, pavel moltchanov. when you read about the solar manufacturer, he says if 40% electricity world wide by 2040 is solar, that would mean 400 gigawatts in capacity, according to your cal calculations, the fact that they are buying would suggest at full capacity 1 gigawatt, which is a drop in the bucket. do you think the assumption is too bullish in. >> let me put it this way, 30 years in the solar industry is forever anybody who claims what the solar industry will be in

2040 is making some long-term claims that should be taken with a grain of salt. i don't think elan musk would dispute that. this deal is is coming in a him looking trade war between china and the occupation. you heard elan say there is under supply of panel else. anybody can buy panels. the question is at what price? as of two weeks ago, the commerce department put on an extra 30% tariff on place of the one in 2012. what that means is companies like solarcity the installers, are going to find it more difficult to source cheap hardware from abroad and, therefore, there is an incentive for them to either vertically integrate or partner with domestic manufacturers.

solarcity, obviously, chose to vert great in-house as tesla is integrated battery packs. >> do you think this is foreshadowing what will happen in the solar industry here in the united states and more and more companies will want to build vertically and have the manufacturing capability in addition to the insulation and the financing? >> i don't expect the u.s. to ever become a major hub for panel manufacturing. >> that should be done, generally speaking, in low-cost markets. so that can be china, obviously, there is a tariff war as i mentioned with china. so india, taiwan, korea, eastern europe, mexico, i don't think everybody is going to follow solar city's lead, but on an individual basis, this can make sense strategically to vertically integrate.

but i don't expect, you know, a flood of companies doing the exact same thing. >> they called and said stocks were up 8% on this news, was it worth an 18% top to buy panel manufacturer based in china and ten have you with the incentive bring that manufacturer back to the u.s.? >> look, if you asked me a day ago, would solarcity buy a panel manufacturer? i would say, no way, there is no way they will do that. there is more than enough capacity globally, but in the context of the trade wash, i think that there is more logic behind it and the company that he bought actually fits solarcity very well. these are high efficiency panels, perfect for the residenttial market. that's precisely where solarcity is playing. >> thank you so much, pave pavel molchanov. it's similar in terms of what he

is doing. >> this is a bit gymicy. >> why? >> the ugly red-headed stepchild. >> how is it gimmicky? he's more than a solar panel -- >> i'm saying from a stock perspective the one-year range in the stock was 30 to 90. it was sitting on 50. we showed horrible relative strength to the rest of the strength. they were selling hand over fist to all the solar stocks. to me, you have a high short interest, a very tight float. the pencers, musk owns like 23% of the thing. have you 23% short interest. bam. >> i think to your point, you take a look at some of the other names, they are at 52-week highs, their charts look whole lot better. >> let's talk about sun power, it's probably the first time since 2009 that suned con, 26%

short interest i think, valuation stretch, of course. how do you trade it? i think you could trade this for a breakout and a potential short covering rally. so sunpower against even a $40 level, which is ridiculous, i know, that's a pretty interesting trade for me. >> is amazon 3d phones expected to unveil tomorrow, that enough to lure over the apple faithful? and tomorrow, following increased tensions in iraq, why is crude in a holding pattern? that's coming up on "fast money." .

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. we have earnings alert on adobe moving, reagan in the newsroom. >> adobe systems is moving in the after hours because the makers of microsoft and acrobat recording better second quarter results from the prescription sales of cloud suites. on a conference call, the third quarter guidance rippled earnings and revenue coming in light for investors after hours not deterred t. company ceo will be on "squawk" alley army.

the shares are up, back to you. >> this is preposterous. >> online users, you know what they were before? offline users stealing from mary to pay paul. i will tell you, how many other $35 billion market cap traded eight times sales? it's preposterous. when this whole cloud thing is done and over, we will look at adobe at 72. i'll be like, i told you so. >> excellent point by dan. operating margins 23.5% significantly better than the 20%. >> that's what the valuations are incorporateing. this shift. >> let's move on, talk amazon here, expected to launch their smartphone that at&t will be the exclusive carrier. could this disrupt apple's ecosystem? with us is brian marshall tech an a list at isi. good to see you as always, the extreme service, it's pushing

video, content the phone, it seems like they are overlapping a lot more. >> they certainly r. we think the impact of an amazon smartphone on the iphone would be the same impact that a kindle hd fire hd had on the pen, i.e., not that much. there is probably not a large chance of this actually taking away from the ios subbase, installed base. i think it's much more likely that it would be taking away from other android franchises. >> so, all right, so on that, then, do you buy amazon for this or do you sell google? is there a threat a.m amazon, ie doing a great job. if you think about it today, they saw year-to-year acceleration. in the iphone business despite

the fact they are offering a four-inch phone. it's almost like a toy, relative to the beggar stuff. so everybody on the planet that has an apple product wants to canvass that iphone6. we think that will be the mother loechltd it will come in the back half and drive re-acceleration, probably, year over year. >> people talked about the stock coming in, was that technically down to 85. so at this point usually when you look at earning, obviously, federal government month, the stock has a knack for running into earnings him i don't think it will be sold off. i actually finally bought the stock. where is the downside if your mind if you have been waiting sitting on your hands to buy apple? obviously, you are bullish on it? >> if you step back and look at it apple is trading at a big discounts to the subpoena 500. they have a 200 over basis dividend yield, they dade yield. they have a ton of cash.

actually the downside is fairly minimal here. i think this is a pretty good value name with pretty decent upside. we don't see much downside. we see good upside, still. >> hewlett packard has a great run. smack in the middle is a name like emc. if you look at if stock, it's gone sideways for the last three years. emc at $26.5 dollars. is the stock compelling at these levels? >> i think so, we do that at a strong rating on emc. enterprise infrastructure is going through a massive change now. people want to decouple. they want to remove an integrated compliance want they want to go to a software only model. i think emc is going to be the one company that actually accelerates this move. i think they will do it successfully. i think the proof will be in higher gross margins. if we see that, i think emc will break out to a new 13-year high.

if that happens, i think the stock will be pretty attractive. when you back out that ownership stake the emc stub is extremely cheap, basically, it trades four times free cash flow based on our math. that's an interesting deal in our view. >> thank you, brian, for coming back. let's go back to the apple question, what do you think this makes for amazon. >> i think exclusive with at&t, what is this 2007 apple playbook? >> they came out with a photosaying that the exclusivity could mean a boost to the sec half nor at&t. they are expecting the boost to be something. >> also at this point it's going to hit samsung. it's not going to hit apple. i would say about apple, he talks about this mother load of apple. there's got to be something else, a suite of service aattached to ios 8 maybe there

is something cool. if they don't see that mother load, apple stock doesn't work anymore, they stop inno vieting. we haven't had computer refreshes, tablet, eh, to me, f it runs into the fall, i think there is risk there. >> tell him why you think he is wrong. >> first of all, amazon is much better than the wand, have you seen the wand they came out with? >> what, the wand? >> do you know what that is? make believe he is not here i gotcha. the wondr wand, you go through the house, you hit the skews. >> the wand? i know what it is, sorry. >> so we've argued this. they can come up with revenues, right. they just node more sources, if this is going to be a 3d phone. >> it's aggressive. it sound great. >> but it doesn't matter to a certain extent. right? it doesn't matter. >> i don't know if people will bite. i said the same thing about the kindle. why would you buy the kindle in. >> we just need to increase

their wallet, the amount of money -- >> come on. >> it doesn't make it apple's heart. >> don't miss cnbc's david faber's exkwlusive amazon rising. coming up next, cannabis as a treatment for seizures. it soared today on early results with the experimental drug. back, b.k. is back to reigning street fight champ. this time he is taking on grasso over housing play. stay tuned. type 2 diabetes effects

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db pharmaceuticals sliding, surging though earlier on the news the company's cannabis drug produced promising results in children with treatment-resistance epilepsy. we sat down with the ceo a few weeks ago. here's what he had to say about the hope. >> there are some particularly strong epilepsy. we are focusing on that, if the data are good, we have the drug may be used if due course. >> guy. >> i remember the assault. i think the stock had a 60 handle. we talked about it having a nice upside hand him. it came to fruition. you are not buying it here. i'm not sure if it was priced or

where it was priced. then you have to see if it trades at what level. here's a stock that traded probably six or seven times normal volume. today is the day you should be selling into it. not buying into it. let's see how it trades off this secondary, which i'm still trying to effort. >> it doesn't lock like 1.7 million. >> we have the weak inside in the after hours. >> today the data is selling. >> next up, netflix, solid gains on positive commentary from the street, raising international subscription ads and morgan stanley upping overweighing from an equal weight. dan. >> these are all the reasons i think they're one of the main pillars of the case here. so the stock went down 35% from the all time highs. now it's up 50%. it's sure as heck going to get back to previous highs. i don't think you step in front of it here. i think you have to think what your thesis is and the time rise

is, these two bullish points were actually pounded on the table in early may when the stock was much lower. that's how you want to buy stocks, people, when they're down and out not when about to make new highs. >> next up, crude oil up sharply. now it's slightly shruging off the latest out of iraq. >> obviously, the move has flattened out here, to your point. so if you look at it, what is it telling us? it's telling us malachi is probably going to make a deal with the sunni, a shiaification of iraq, if he does that, you will see a leveling off of crude. it might raid down to par again. it's definitely the move he is telling us, things are getting worse not better if iraq. >> scary numbers how pence trading is on the street. why it has a move in the options mark t. details later on. plus the future of bitcoin and regulation, why one regulator is

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>> shares of kb home, housing

starts declined in four months. should investors place their bets on this home builder? 90 second to make the case, let's start off with the bull. >> one of my clients favorite names, so the cheapest in the group trades at a little over one times scheduling the bull. the backdrop seven times, once there is a deferred task app, i hear something in my ear, a deferred tax asset that reverses in q3 this will look more aggressive than the group. there has been consolidation on a smaller level in california. they're in the most asset-rich states, western united states, this is a name you want to buy right around support, which is $16. >> so you know i don't need a whole 45 seconds. i will take the 45 seconds. it's cheap. it will look cheap for a reason. let's look at the housing mark,

over the last characters look at building perms and new home sales this is the year over year change. it's going negative. it's not getting betterch and we have the lowest rates in six months. now, imagine tomorrow yellin comes out says something somewhat hawkish, we got three of the largest buyers in the world of treasuries stepping out of the way. have you rates going up, home seas and building permits on their way down, the housing sector is no place i want to be. >> do i have a rebuttal here? >> put it this way, you also have historically low rates, interest rates, right. so. >> i'm looking at home sales, they're negative. >> when you look at stock thehold home builders, they're absorbing the bad news, when you look at a stock. >> no, they haven't placed in the bad news yet. >> you found there is more bad news in the housing market? in there look at the charts. >> look where we are, talking beyond the buzzer interest

that's grasso's fault. >> i think the relative under performance is a sector. i think bk makes a good product. somebody bought $150,000 o. home builder etf of the december 26 put when the stock etfes with 32. somebody is making a big bet. the home builders are going much, much lower. it tells me they're going lower. >> guy. >> it's unfortunate that brian doesn't need the whole 45 seconds. >> i heard bk did it. >> i'm in the bates camp. >> all of you could be wrong. >> wow! >> you had that right. >> the fight is over. >> we want to know. >> catch ted grasso. >> who of you out there thought -- tweet us at cnbc

hashtag bull. we'll review the tweets at the end of the show. >> the other day cree was trade 3%. where there is smoke, there is fire. i think it botched out last week. >> domino's. >> this stock does not spend a lot of time around its 200 day moving average. its there now, you have as to wait until it pops above that before you buy it. >> time for orbit world wide up 5%, daen. >> it's the ladder the space. it's technically very good. it has a $10 price target on it. you want to play catch-up. take a shot, use an $8 shot on the down side. >> golden laced up their stitches and put a buy on dsw. we have that big gap down, maybe

it fills up. they have a price talk tore 35. if it got to 32.5 that was horrible. >> how was that? >> anyway. >> reynolds american announcing it will distribute its views digital vapor cigarette nationally on monday. shares lower today, it comes as the fork times puts out an article, a bolder effort by big tobacco on ecigarettes. bonnie, it's great to have you with us, bonnie bowe. >> so the news comes out and presumably mark 10 and blue become challenge, do they lose share? >> they will. altria is being rolled out. blue is the one in the market for a couple years and has the leading share almost 50% of the ecig market. i think there is some risk. i think ultimately what will happen is the engine of these

two other players will catapult the growth of the ecig category. >> so maybe they'll have more prominent displays in stores. >> marketing spending behind these products. just the aware ness factor i think will bring more consumers into the category. >> i think the stock stands up by itself, obviously, there has been rumor, reynolds to take over loralor. here at 61.5, i think even without that takeover premium, thing to is very interesting. >> very much. >> is it out there, is there a chance somebody comes in and gobbles these guys up? >> i think faber is wrong. i am convinced a deal will happen, i think it makes sense. so my conviction is quite high. i got about a 90% probability. so i think reynolds could pay up to $80 per share more likely with a seven in front of it. i think the combinedenty would create a fine tune. >> let's assume this combination

happen. how does that change your view? >> i think what it will do is make for healthier competition, better pricing power, because you have these two stronger players, more rational pricing and then i think about what it could do in the context of the vapor market. you got reynolds with manufacturing in the u.s. they can then manufacture blu, which is owned by lorillard. that's the gain to drive margins in this new emerging category. >> at the same a new emerging category, what, $6 million was the ecig profit for blu. that's up $1.2 billion profits overall. this is pocket change. >> it's tiny. keep in mind, that's what they are doing as they grow these businesses, these big companies will plow back the earnings to ultimately, you know, grow at faster margins. so i'm not expecting a lot of near long-material upside. medium and long term we think

this can be big. rememberer, a ill the one that said vapor products could surpass combustible ecigs in the next decade. >> i would go with lorrillard him few think it has a takeout, are you looking at under 20% profit. >> i admit it. she is talking more like $80 bucks, you take that trade every time. i think the downside is minimal even if it doesn't happen, i think the stock is fairly valued here at 61.5. >> i like how she said david faber is wrong. i don't know, that's great. >> a little bit. >> not really. >> i thought she was competitive. >> a good conviction, a good call. coach up 3%. one trader says the stock is set to drop. plus, is pencer trader more rampant than we think?

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today, some see terrible at the end of the week. dan. >> a beg trade today, first of all, options is red hot. when the stock was 4040 this morning, it rolled up a quick position. they sold 7500 of the june. this friday expiration 39 puts at 60 cents want. they bought to open 7,500 of the june 40 puts at a dollar. they rolled up the protection. i assume this is protection at $40 into this analyst day. listen, when you look at this chart here, people, it's a disaster. regular viewers of the show, they know what this is, this is obviously the triangle of death. they broke down earnings if april. they guided down here, to me, there is really no support until, remember, when you buy premium into an event, the options prices are expensive. this is just the move in the options for this weekly event. so you got to be ready to

prepare it, prepared to actually say goodbye to that premium or have it be worth much less in a short period of time. listen, obviously, this person is trying to stick with this position here. they think that could be news worthy. >> check out the website optionsaction.cnbc.com. insider trading may be much more previous lent than you thought, a quarter of all acquisitions pay involve some kind of insider trading and unusual activity in the options market. now, doing that's surprising. i'm not a cynic. >> there are segments that say, look at all the volume on the options market. somebody knows something, a good portion of the time, it comes out the next day there is some kind of merger. i don't know they get away with it. it is happening. >> it is hard to prove. >> it is hard to prove. it's interesting, let's think of why people use options instead of stock. they use it as leverage, here's the thing, right, especially

over the last five years when the sec has become good at prosecuting these things. can you see it from a mile away. you have to be dumb and greedy to make sizable options in the market when you know something you shouldn't know. coming up, bitcoins could come book. the price up $30 million and 1 million, bitpay is leading the pack. coming up, we talk to tim byan how he is helping them go main stream, more "fast money" coming up next ♪ [ bell ringing, applause ] five tech stocks with more than a 10%... change in after-market trading. ♪ all the tech stocks with a market cap... of at least 50 billion... are up on the day. 12 low-volume stocks... breaking into 52-week highs. six upcoming earnings plays... that recently gapped up. [ male announcer ] now the world is your trading floor. get real-time market scanning wherever you are

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. bitcoin is claiming rocky ground. now 30% in this last month alone bitpay recently hired tim byun the former head of anti-money laundering and a bank regulator as the chief compliance officer. he joins us now from atlanta. fwrit to have you with us. >> thank you for inviting me. >> i'm curious, when you were

back with the san francisco fed, did you ever think you would work with a bitcoin company? how far have we come in terms of bitcoin going main stream? >> it's not imaginable. but bitcoin ecosystem is so exciting today, there is so much growth and i think it's just going to be white speed from here on a dily basis. >> obviously, they hired you for a reason, what do you think the biggest regulatory challenges are out there in terms of, you know, money laundering and the government getting in the way of the expansion of bitcoin? >> oh, i think most recently, we've had some very negative or reptational issues in the bitcoin community. filing for bankruptcy as well as the silk road being taken down, therefore, compliance officers, like myself, but, more so, the ecosystem players such as bitpay want to establish a high

standard if terms of anti--money laundering and terrorist financing. so it's a priority for us to be good players, good citizens and to really make bitcoin not just a short-term prosperity, but to really be a long-term viable alternative payment system and alternative digital asset or currency. >> that, actually, i'd love to pittsburgh up right with that, you said it's a digital payment system. it's a digital asset. is it a currency or is it an asset? if it is an asset, we have all these other off coins out there, alternative currencies that do different things. are those a new investment asset class for wall street? >> first of all, i believe that bitcoin is a digital asset, but it's being used as a currency. so the ecosystem is applying different mediums and methods on how to use the bitcoin protocol,

including as a currency, that can be quickly transferred at a very reasonable or nom nam cost. in terms of future investment opportunities, such as an alternative asset class, i think that's also very viable with the improvement and developments that you have seen in the marketplace, including a possible etf fund that's inherent with bitcoins. >> dan, thank you for joining us. i appreciate your time. tim byun, the chief compliance officer of bitpay. it's interesting anti--money laundering. the government deems bitcoin as property. so how does that work? >> you know, i think with tim coming on to bitpay, what is starting to show is the bit cone ecosystem is taking regulatory issues very seriously. it's starting to grow up. the $100 bill is the money laundering or least illegal

currency of choice. bitcoin isn't it. it's a fascinating area, i doty alternative currencies are going to be a new asset pop on wall street. it's a space to watch. >> you tweeted, let's get some of the tweets. we only pick the best ones. >> crew or best tweets? >> tweets. guy, sell or hold? ingersoll rand? >> buy ingersoll rand. buy. >> a list of choices, that's the panic. >> one of the absence guys think they saw unusual activity. it's recovered. a lot of that drop we saw back in november. i think enger some rand is poised here to get back to 70 bucks. >> grass so, direct tv, takeover bid from at&t, hugely discounted from the off, why? >> a lot of people have speculation the deal is not going to get done. i guess that's why it's trading at a discount. once you get a little more

confirmation, a lot of the grey areas out of the fames, you start to see it move slowly to that price, but at this point, you know, the stock action looks okay to me, i think it's still viable with that deal in the works. >> dan, zillow looks strong, exclamation point. how high can it go? >> nothing can stop it. >> are you saying that sarcastically? or for real in. >> no, that being said, it's got a $5 billion park cap, open table, that just got bought at 12 times. i just don't tow who can pay 30, 40, 50% premium for this company and 40 times sales for it. it doesn't make a whole lot of sensech so i wouldn't case it. yes, nothing can stop it. >> see, i can't tell if you are being sar castic or not being sarcastic. leak you mean it. >> isn't that the genius of sarcasm? >> when you are giving somebody investment advice, you want to

know if it's sarcastic or not sarcastic. you are not sarcastic. >> 22 times sales, they keep going up every day, you can't stop it. but it doesn't make sense, i wouldn't chase it. >> korn ferry, kramer is talking to the ceo. he can score beg. >> that and much more at the top of the hour. still ahead, still time to vote, askcnbcmoney is our handle. we'll be right back. .

thank you daddy. military families are uniquely thankful for many things, .

we tally the votes, it was almost our first shutout, overwhelming pa majority, you out there the viewers said brian kelly the bear was a street fight. fras so. >> zero. >> registered one vote. >> thanks, mom. >> too bad your kids can't tweet you, you'd have four votes. time for the final trade. dan. >> pandora, long call from september. >> or grass so.

>> who describes the street fight, mr. market, we sal she. w cnn. >> since we are talking mr.s, microsoft i leak the breakout dealer. >> old school ncr. >> national cash register. i'm melissa lee, thanks for all investors, there's always a bull market somewhere and i promise to he will you find it. mad money starts right now. hey, i'm cramer. welcome to "mad money." people want to make friends, i'm just trying to make you a little money. my job is not to entertain you, but to coach you and teach you, so call me. or tweet me.