>> we have "fast money" coming in the next next few seconds, melissa lee, what do you have in we had a robot. top that. >> i need one of those, have you seen the characters i deal with? we have an analyst some might call blasphemous. he is the most bearish with mobileeye. he has a neutral rating on the stock. the street is too bullish. >> you got it. >> fast money starts right now from fork city's time's square, i'm melissa lee, sim seymour, dan nathan and guy adam my are your traders. we could be seeing warning signs for apple for the rest of the sector. major wraek weakness, intel, micron, qualcomm, sandisc, the s&p 500 continues to hit new highs. >> the qualcomm move is pretty

scary. that's a stock that went from 82 down to 72 in about three or four trading days. that's a huge move. we obviously had the bounce to 75 and at 76. now seemingly this continuation of the weakness, so qualcomm scares me. could it be a warning sign? it may be. here's a stock to me is one of the bellwhether fames in the space. micron is following suit. intel to a certain extent. i won't make a big deal. if you are bullish call koim, 72. >> i think call koim has been a massive under performing for a while. these have been the poster children for the index. it's up. it's doubled what the nasdaq has done in the last 52 weeks. it's up considerably more than most sectors in tech. it's a stalwart. when you have this period in the last eight months where we had booms and busts, new technology stocks, you do not want to see micron roll over.

>> the rest of the market is up what 7 or 8% or so? >> look at intel, it went from 24 to 36 in six months. this is because if big cap tech and for the chip makers, especially, you had decent valuations, if you are getting refreshed, people also say if are you in an environment where semis should do pretty well. they're inflation protected, et cetera, et cetera. inflation reared its ugly head. there is a lot to do with other sell-offs we saw. ly is in the markets. i think this is a case people are rotating after labor day. again, i wouldn't be buying intel at $34 bucks. >> intel is 2% from its highs here. you feel like this is a part of the rotation seeing an overperforms? you want to rotate? >> i don't know there's been a lot of different industries that had a little pullback today. if we look at the sos down,

justsoever slightly to where it was friday afternoon or friday at lunchtime so i tend to agree withty fa, the ringing of the bell, it's over. >> you can make the argument semi conductors had this perfect storm, xp, microsoft. it's been the desktop the mobile. we know apple will have some massive product cycles. it's wearables, that sort of thing. so you could have seen it boild build the pricing pressure that they may mot have anymore. >> you also have an mna underpinning. >> that's consolidation. that's a point. >> there will be a catalyst tomorrow. the city global tech conference, i believe it starts tomorrow. all these folks will be speck speaking at. you will see catalyst either way. it's sort of interesting, if that starts to roll over, if

intel rolls over where qualcomm is in terms of percent annual, then i get concerned. >> let's bring in doug freedomman, glad to have you with us. >> glad to be here, melissa. >> we know the outperformance of the semi conductor stock. has everything been priced in broadly into the sector? are other catalysts going into the sec half of the year that will give you an underpink for an expansion in revenue growth? >> i got to say you do a great job of summing up the landscape. i continue to think there is a rotation into the group. there is a lot of moving piece, semis impact the whole world. there is not a segment of the market semis do not touch. few talk about catalyst. there is an apple catalyst t. memory loading in those phones will be important. there will be catalyst in cone, building out the lp network.

how many hand sets does the world really absorb? there is a catalyst around intel, when you look at what happens if terms of the xp, you people have brought up many of these points. >> let's deal specifically with pcs. intel has a developer's conference next week. this stock is off 2% from its highs what if a catalyst given one is there, what were they from the pc chip market? >> i mean the developer form i would highlight tend not to be their mobile event. it does tend to focus on what's happening if data center, new yorkering server, pced. a lot less is talked about is the mov. data center continues to be very strong. in other words another word for that is cloud. the movement xuts the cloud. they talk about how they

dominate the market. >> basically, it's called $14 bruks. last quarter, revenues in lean, how'd it get from $14 to doctor 22, which i think is your price target? >> we love mar vet. it's totally under valued. completely unappreciated by wall street. we are looking at every segment in their business. at the same point if time, every segment they win. they're winning in compute with storage. they've got hard drive controllers. they have new flash controllers. in the buildout for china, there is winning in lp hand sets, yes, they're competitive with their koougs solutions, they win at china mobile. we're seeing them when at google with chrome cast. they win at samsung. when you ask how do i get to my price target? they have an issue.

they lost against carnegie university. there is almost $3ing willed up will. there is cash flow that isn't used to buy back tear stock. it's incredibly cheap. >> thanks for your time. our top pecks in this space, retail semi conductor, which has been a monster performer for the last year-and-a-half or so. we don't talk about it too much. where are you going in the chip space? >> i think any gold buy back by call came is an interesting one to buy. as we pointed out, the lte conversion went from china, $13.9 billion to 20 billion next 84. this is an amazing growth opportunity for qualcomm. i think their royalty question is something that gets solved. we will talk about multi-nationals. qualcomm might have been at the top of the list. we will talk about that. >> let's talk about apple. we want to know, is apple the exception to tech troubles?

the stock is reported to have made a deal with mastercard, visa and american express to launch a mobile payment system and the good news, trumping the bad, a number of accounts got hacked, only sending new photos of celebrities into space. all right,let talk about this. karen, payments, a wearable device. >> i think seamens could be the holy grail. this isn't the first time they've tried to get assets. it will be interesting to see. you never know when something will catch on. i actually get a little nervous about the launch and the hype. it has been sort of defying any you know movement down. last 84 it defied any participation in the huge rally. i am long, i am selling some 105 against the position she's overready, she's selling

calls. >> there you go to me i think karen hit on it. i i don't think it's the hardware that will be exciting about the next leg of the story. i think it starts with payment services. if you think about it, hundreds of millions of credit card already hookled up in itunes. there is a lot of pocket there. it's not going to come fromcap apple per se, it will come from app developers. they sell the services, apple tablgs a 30% cut. to me, this is how you take a company that some supposed to grow revenues at single digits to whatever the highs are. whatever you think the price targets are. >> i think some an liths made a point of this is muirfield components the next component of this? that gives you the sense apple is aiming for the tangible. the bricks and mortar, a way to pay with your devices, been up to the cashier being near and registered that payment. >> i think it lowers, s&ps.

another place, they go into emerging market. i think this is a part of it. what everybody is saying is, i get it. there is a major opportunity for disappointment. meanwhile, dan has been saying for a couple bucks here on the stock, this is largely priced in on the i6 and the refresh. this is a place we don't know until the first quarter of federal government year when they with convert on this. i'm long the stock. i'm not selling it. i think there is a chance for disappointment. i think there is a lot of catalyst in the second half. >> it's not a three-to-six month story, it's probably more year out. i am concerned for the same reason karen is on the 105. to them's point i not that at 101 here we are at 103. >> this icloud iraq. >> the stock traded so well today. >> it didn't matter.

>> thank good inside. >> nobody on this picture. moving on, home depot may have been hacked as well, the company is investigating a credit cashed breach, the stock is taking a hit. we have details next. twitter break above $50 a share. is it too late to buy? that's coming up next on "fast." from 2000 to 2011, on average 17 manufacturers a day shut down in america. there's no reason we can't manufacture in the united states.

here at timbuk2, we make more than 70,000 custom bags a year, right here in san francisco. we knew we needed to grow internationally, we also knew that it was much more complicated to deal with. i can't imagine having executed what we've executed without having citi side by side with us. their global expertise was critical to our international expansion into asia, into europe and into canada. so today, a customer can walk into our store in singapore, will design a custom bag and that customer will have that american made bag within a few days in singapore. citi has helped us expand our manufacturing facility; the company has doubled in size since 2007. if it can be done here in san francisco, it can be done anywhere in america.

[ music playing ] home depot may be the latest company to be victimized by hackers in another massive credit card breach. the stock is falling. officials suspect the attacks could be originateing from russia or ukraine. >> listen. i'm not comparing home depot and target. clearly two different companies, one is a great operator the other not so much. but target had a long time to recover from that. a couple weeks ago, what stock would we be selling out? home depot is one of the names you mentioned. not for this reason, mind you, because we had the frank blake stepping down, a number of different reasons, all the good

news priced in. i think this is one more reason we take it hd. >> i was surprised the stock had any sort of reaction to this. if it was, there are a myriad of other reasons why it could have traded off today? >> when you think about it, when target the news is bad, when their disclosure came out about tear hack, it was shoot first, ask questions later, with this one down 2%. it seems mild here, if you own it, you caught that spike. i think you take profit. >> i think hdham shack a good target. >> the more the merrier, we're not alone. it's a very widespread problem. i think they will be seeing what no one else will be. >> we should know these security stocks, obviously, if apple and home depot, that was today and yesterday orb so. last week with the disclosure the banks are starting to probe the depth of the damage.

we saw a massive run-in in fireeye, up 17%. palo alto is up on a few time high. >> i think that's the story today t. cost of doing business with all these other guys, they're almost lumped in. they confront home depot. if you look at the target example, target broke up the company. home depot ripping, not a reason to sell home depot. next up, under armour striking a deal with gisele bundchen to bring more women to the brand. the deal is not disclosed. >> this is an interesting time, they lose the kevin dur rapt deal they gain giselle, giselle may be better. ultimately, giselle gets them into the woman's lean and the

bankable figure in women's sports, certainly in the modeling world. i think it's a great deal. the issue for under armour to me is a multiple. it's a stock where you wonder what you want to own in here, this is good fuse for them. >> i think it's a model of an athletic company, will is more of a push for leisure wear. >> you run erants. you wear your yoga pants. >> because, okay, she's clearly absolutely magnificent. for the question about it. but it's a no woman athlete. what about a trainer, something like that? >> i'm telling you, what is the association for? >> she's absolutely money. she's betting a dollar a year ago. >> i think this is negative for lululemon . think about it. it is a real category.

it makes perfect sense, you are not spending $250 million to do it. you may take out lulu. are you ladies wearing the lulu? i know guy does. >> i am offended. i have gratuitous footage. >> you are short? >> she wasn't in under armour garb. >> she was in the prior release. >> the models. >> very athletic. >> if i can get that physique by wearing under armour, i'm there. next up, twitter shares are up for the first time since last week, ahead of products, daniel graf is scaleing back a side project on its core vision. nice run here, dan. >> it's a great range. the stock is still down, this is a sentiment trade.

are you not long twitter. you should be short. i think there is a whole sat a list here. some of the key metrics, the nfl proves to be some sort of defining moment here as they start this new season and they engage more, remember they brought on an exnfl executive to the managing team. to me i leak it here. if you have been long, you could see business, i am long, i am sticking with it right here. i would probably do what aaron likes to do is overrule her long. >> i think it's a bad day for zbroeshl we often play the game would you rather on twitter or face boong. it's sort of neck and neck. facebook is up 2.5%. i think facebook has the one to run. i think facebook is going to push up towards doctor 85 in earnings. that's a nice move. >> let's check in with dom chu.

they're coming under pressure. >> helen of troy is lower 10% in the after hours, it cut its full evenings forecast. first of all the ceo of the company is saying the recent weak inside has impacted all our segments. this is compounded by mass market retail sails. these factors have popped the reviews, our full year outlook and introduce second quarter guidance in terms of a range. another retailer, these guys do everything from bed head and vitala hair products. and kitchen tools, back over to you. >> tanks so much, bed head hair products. >> oh, i use it quite a bit. >> i don't have bed head. i have nice hair. >> that's good hair right there. >> make a launching joke.

>> i got the kitchen appliance. >> i don't know if there is a reason to gjargon on this. >> coming up next, welcome to september. historically the worst month in the stocks, will it will different this time? we hear from the top an a lists, as the cold weather rolls in, why stocks heat up. why you may see a jump in equities in the next six months. stay tuned. cute little guy, huh?

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we might see some solid upturn this month.

september is historically the worst month for the markets. joining me is paul hickey, an investor, it does matter how the s&p has been trading going into the month of september as a guide tore how it will do in september. correct? >> first, yes, first of all, seasonal factors alon you shouldn't trade on them. they're one piece of the whole puzzle. you have to look at a multitude of factors. september it's down over 100 in the past 50 years, or 14u6789 years. year-to-date into the month of september, the s&p is averaging 20 basis points in at the present time e september. odds after a positive return 50-50. when we're down, afternoon average is three-and-a-half% with gains over a third of the time. there is a big difference, over the last ten years, the average

gain of 90 bits eight out of the last ten tiles, they sort of counteract each other with the negative long-ter perspective with the caveat of performance and his tore. >> i want to get the two stocks on the upside of september. so cme and nike, why? >> again, first, we're looking at stocks that have a positive seasonal tendency. cme has been positive in then of the last ten years in september. the stock has been trending higher here. if it breaks above the 77 level, it could be a break out similarly. the thing people don't like about overseas, dollar, few look at the breakdown in nike, western europe is 17% of its seas, post of the sales are emerging markets in chosen which we think are doing better. >> nike is close to flat. does that matter at all going into your analysis?

look at versus under armour. >> nike has been weighed down by the strong dollar, few look at the numbers, it's not quite there stars their overseas exposure. the stock have been trending higher, each sell-off has been trending higher. if that can be above 80, it could be a nice breakout. >> two stocks that perform worse are. >> there are only a few stocks down in september. about 40 stocks in the s&p 500. the sec worst performing stock is fifth third bank work. that has an average decline after about 4%. looking at the chart, a fundamental story. i don't know anything negative about the stock. from a cart perspective, it's been trending higher, lower high, lower lows the other on the downside is reynolds american. >> that stock had a big run-up on the lorrilard. the rumors going into the merger, once that was announced, the stocks went nothing but

down. until that closes, there might be overhead in the stock. >> thanks for coming by. that average decline is 4.75%. >> it's the dumbest name ever. they deserve it. >> think about regionals. if youty about bafrgs and things that can make september a sloppy month is rising interest rates. it's something that will be helpful. banks are your call for accept to be honest with you. this is a place people should be looking for rotation. if you have nike, this is a company growing into valuation, which isn't cheap by it's own standard, it's interesting that kind of controls the gross par jen. fiocco i would be buying. it's all about a strong dollar. >> i'm with seymour's trade. >> that nike cart. i will tell you, this is the third time coming up to 80 here him when you were thinking we were talking about home depot, that brakeout was epic. that stock was $122 market cap

company, fike is a $64 billion market cap company. if nike has seasonal stuff, that tech federal governmental setup is as good as you get for a technical breakout. >> july volume was up 13% year over year. it is expensive like 21 times forward earnings, but the level you talked about, 78, you get a brake above 78. i think it quickly trades up to the mid-80s. >> driverless company mobileeye went public a month ago, it's up 25% per share. one an a list says that might be all the profits you see. he'll tell us why after this. do? just take a closer look. it works how you want to work. .

still ahead on "fast," one of the hottest ipos, one of the bearish techs on mobileeye gives us his case coming up. we have someone who says it could rally another 20%. hemoexpraen why. the cone kill factor. u.s. companies getting the cold shoulder from china. is that still the promised land for growth? we start with general motors,

entering if smart car race. the auto makers is expected to have the car to text distracted drivers. >> melissa, we will see every auto maker get into this space. we seen one supplier out of london, seeing machines limited, over the weekend it announced it had entered into an agreement with the airbag manufacturer. they're going to be working with general motors, that's what they say to build vehicles that will allow general motors to track the driver's head and eyes, why? it will tell you if the driver is looking at their phone, it's about averting potential accidents because of zrablthed driving. there is no shortage of distracting driving accidents that happen all around the world. gm for its part is not commenting on whether or not it working with seeing machines,

incorporated, which again is a publicly traded company in london. we should point out that almost every supplier i have talked with says this is a hot area. we are all going if this direct in the auto industry. we have seeing machines an you will see other tech first head in that direction. the suppliers are quickly trying to find that company with the new technology that will come from distracted driving but also things like automated driving in the future. that's really the hot area. you guys talk act mobileeye, that's why it's so in demand, because this is the area all the auto makers are focusing. >> i imagine it would be more useful in terms of being a safety feature if integrated with the anti-lock safety system. >> they're interconnected at some point, melissa. thank you, another company banking on driverless car

technology, 25 bucks a share is now up 75% from that price, one of the most bearish saying the good times might be over. an an a list, david, great to have you with us. >> you have a neutral rating on this stock, you are bullish and bearish compared to analysts on wall street. you cite as one of the reasons the practical limitations. i thought this was interesting, the notion that vehicle platforms last five to six ye s years. >> i think to make sure, the analysts are pretty much in the same ballpark i think our view is when you look at the near term risks and the adoption papers chgs it's how far out you want to look at discount rates, auto makers are working on

putting mobileeye technology today, tail come to market two years from now. that vehicle won't change for six years after that. so there is sort of a national littler on the case of adoption of how quickly this technology can roll in. people are used to something like gopro or smartphones or facebook that pace of adoption, you know, it doesn't happen in the automotive space. >> initially, it's not software. they have to be a part of the vehicle. i want to go through the risk factors. one is how it's configured in terms of the supply kane with the tier i and the 2 suppliers. all were made by the iq chips are paid by st micro in one facility in france. >> yeah, there is two stiedz that coin. one is mobileeye has

business-leak modem. the volumes are around 50% even mar jen. the other side of it is they do all sorts of manufacturing tests through microelectronics. it allows them to generate that return. i don't know that it's all in one facility is necessarily that big of a risk. it's something that the business scales, still the additional manufacturing locations. >> just because it's in the hands of st micro, how quickly could they then constituent i swich to another supplier if they had to or do they have an ability to eat into their margi margin? >> i meenl, i don't research. i presume they have mobile to move manufacturing to other location and not miss a beat. part of the offerings was to put

five or six months of inventory on the books to help mitigate a supply chain disruption. >> your price is $42 bucks, 10 ', from the upside, 30% to the downside, correct? >> yeah, just to be clear the way our target prices work, we are using a discount valuation, our presumption would be that target price is going to grow 20% over the next three or four years. i wouldn't say we were necessarily bearish on the stock. everything is relative at some point. >> david, great to have you with us. thank you so much for your time. it's interesting to hear if other case. he pointed out the tax rate is an australian company. the corporate tax rate is about 10% below israeli tax companies, when we talk about inversions, the importance of lowering the packs bill, that would mean a bo st to taxes as well. >> again, you are talking about

things that would be valuation sensitive drivers, that's not what's moving this stock. these guys are a low cost disruptor, this whole business in the auto moit motive space is hot at $45 bucks. i think this stock is very well priced. do i think it could go higher? yes, i wouldn't go fear shorting this thing, i would own it. >> harmon international had ridiculous volatility. it's gone from 40 to 115. that's what names leak this can do. a lot of people feel can th commod commoditize, they don't. >> tesla has a $35 million mark cap. >> in terms of speculation, they already have all sorts of other safety features. >> they have that.

they are only expected to have doctor 130 million in sales. its not leak they're going to grow sales at 500% into that valuation. you are much better off in tesla than in this thing. >> the exception that they can only have it in the narrow thing that moves. seriously. >> time for pops and drops, big movers of the day, tesla, a pop, a new high here, tim. >> this is 2014, steep upgrade, $400 bucks. they are asouling no competition, they are excited that they see advanced in development of the production, which is what it's about. they have to hit production levels. i don't think they with. >> groupon up 4%. >> update by rbc. they put it into a hold, a $6 price point i think the thought was the expectations got very low. mobile adoption is going well.

i don't buy that argument it's probably not a bad speblg lative move. >> a drop of boeing down 1%. >> it's not performed since january when it topped out, buckingham i think a $101 price target. that is a monster move to the downside if they're right t. cart doesn't look good, a series of lower lows and higher highs. >> moly fa health down 3%, karen. >> it is a fame we are long. i really leak it. it had a huge august. i didn't see any particular news today to sort of overdone on the upside to august. we like it a lot. >> we have a drop for rude awakensings on a delta flights, she was so happy to not have an interruption, the melee began when a woman decided to recline her seat. upon weak, the sleeping beauty

went on a four-letter tirade, fighting passengers and the stew wards alike. they were forced to land at jacksonville international this whole thing is ridiculous. you go on a plane, you have to expect somebody is going to recline into your lap. that just a fact. >> for you it doesn't matter. if you are a sizable person. >> oh, so the person is in your grill. >> that's a part of traveling. >> that almost happened with my one-year-old. the federal government thing i know some dude is getting in my grichl next thing i'm in his grill. jacksonville as well. >> march out of the bulls, it continues on. where the s&p will end up next? coming up, we talk to an analyst where we think we will see a

jump by 2015. you get the details behind that call right after this break. and startup ny companies will be investing hundreds of millions of dollars in jobs and infrastructure. thanks to startup ny, businesses can operate tax free for 10 years. no property tax. no business tax. and no sales tax. which means more growth for your business, and more jobs. it's not just business as usual. see how new york can help your business grow, at startup.ny.gov

is caused by people looking for parking. in a city that's remarkable that so much energy is, is wasted. streetline has looked at the problem of parking, which has not been looked at for the last 30, 40 years. we wanted to rethink that whole industry, so we go and put out these sensors in each parking spot and then there's a mesh network that takes this information,

sends it over the internet so you can go find exactly where those open parking spots are. the collaboration with citi was important for providing us the necessary financing; allow this small start up to go provide a service to municipalities. citi has been an incredible source of advice, how to engage with municipalities, how to structure deals, and as we think about internationally citi is there every step of the way. so the end result is you reduce congestion, you reduce pollution and you provide a service to merchants, and that certainly is huge. the s&p 500 rallying over 8% this year. one an a list says it's going

higher by 2015. thomas fitzgerald will show us the levels, he's watching, grit to have you with us. >> what are the charts you are looking at? >> what happened last month effectively at the monthly close. we had a bullish close last friday what is significant is it only happened on three other occasions since july 2009, again we saw in 2011. again we saw one in february this year in all three instances we had bullish outside months, we had an upmove four of the next five months. the smallest moves we had was 15%. the average up move was 29%. looking at the 15% level, i suggest we could be pushing up 2150 to 2200. we were to see multiples of the 29% level the move could take us up to 2,100 and above.

if we look at the pattern if therls of this move in 2009, the last time we had a move in pace is really looking back to the move we saw in 1995 to 2,000. now in that up move, we had three bullish outside months. they averaged 24% at the top side. so between this weird and this weird seven billish outside months, the last bullish outside month here in october of 1999 actually giving us actually a 26% move. if you look at this long-term channels and rounding it off, by the end of this year the start of next year, that will be in and around 2400. if we saw a 26% move like we saw here again off last month's former month, that would also target 24 hour 00. we are targeting 2150 with the possibility of 2400. >> at least 2150. let's talk about the dollar.

we seen it on a massive rally so what do you see in the chart for the dollar rally? >> we are bullish on the dollar rally. we had 1980s to 1985, 1995 to 2000 and again we believe now and we think it's similar to the period 1992 to 19 naeth. why that's sporpt it's not just so important on the background that was after a savings and loan and a downturn in the economy. the lower part of the exchange rate mechanism followed by the conversions raid in europe and a surprise in emerging markets. the final move in 1998 was a 16-and-a-half% move compared to this move here where the euro went up 16.12%. a it is conversions play ended, there was no yield over and above u.s. yield, in other words, it didn't pay you to take

your rick and the backdrop of russia, we saw a move that took it down. the equivalent of parity. we believe it's significantly lower in the coming months and the coming years. >> thomas, thanks for coming by. we appreciate it. tim, we saw today commodities crushed across the board. >> thomas is talking about something very powerful, especially when you look at yields across europe. if you think the ecb will wait for the fed to hype before they do anything more on qe, i don't think they will do anything. do i think the dar can continue to go lower? yes, i agree, i think the dollar can rally. notice the dollar is doing the primarily against the dollar and the yen. >> if you thought gold was a dead trade as being a safe haven, this is the kicker. >> we talked about that last week. the rallying dollars.

>> what's interesting is terms in the outside months ap ap, which it was in august. we had an outside down month in july. we came within a whistle in the transport and the s&p. so seemingly the outside reversals don't mean what they used to mean, at least in the climate we fine ourselves in. >> is china unfairly representing foreign companies? we put out the trades right after this. big day? ah, the usual. moved some new cars.

hauled a bunch of steel. kept the supermarket shelves stocked. made sure everyone got their latest gadgets. what's up for the next shift? ah, nothing much. just keeping the lights on. (laugh) nice. doing the big things that move an economy. see you tomorrow, mac. see you tomorrow, sam. just another day at norfolk southern.

[ 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 with the mobile trader app. from td ameritrade. . credit skwis upgraded and some bet it can trade higher. dan. >> you know the stock obviously had a fantastic day on that upgrade. analysts saying they should buy competitor home depot to better compete. option volume ran ten times average daily volume when the stock was 1228. there was a buyer of the january strike calls 8,000 traded on the day. it looks like some accumulation. here's this big move here. it's tough to chase a stock look

this. look out to january, 2015, this is the break even right here. $14 on those calls and i'll make one other point. with that sort of "options action" volume, you would think you would see a huge spied in applied vol till. while you do see a spike, you see levels get higher in front of staples. to me this looks like a defined risk play that something will happen to staple's in the next few months. >> they will report earnings with back-to-school. they could be a destination for holiday shopping as they are a seller of 3 '02 presenters and things you would get during the holidays. >> i have a witter relationship with the company. the macros are difficult. in the short term the merger of office depot and office max will help. they really have an amazon problem. >> 15% short interest, it held 11 at about four months. nothing says ho, ho, ho,

shopping at staple's, i put my kris kringle had on and go to staple's, how much fun is that? let's go get a hot cocoa after. >> i will not get you a pen for christmas. more "options action" action. check out the website. let talk chosen here. u.s. companies are getting the cold shoulder from china. a new survey finds 60% of u.s. companies feel less welcome in coin than before. that's up from 41% from last year's poll, so should multi-nationals target chosen for growth? we seen it with qualcomm, gp, apple. you name the multi-national bank-owned in cone, they have become the target. >> i think some of this is way overdone. i think this is a function of local chinese firms now real competitors and want to be joining into the fray him they make great headlines, a lot are

fair to say. this is a country that's only 8% of the global consumption has been the leading place for consumption growth. if you look at an economy 41%, that's the big transition for china. this is the place to invest. you have to be very careful. every one of these companies will be fine. >> isn't it safe to say, it isn't the primary reason you should invest in multiofficials? >> to me, i agree gree with tim the flipside is look at wynn and young and the pitfalls of enveting really heavily investing in those regions. to me it's massive underperforms and little target. >> we come right back. stay tuned. wgg

. >> time for the final trade. >> sold half of that best buy trade. i will stand for callousness in the second half. >> dan. >> home depot, i don't think you want it to break nine. that's where we get back in. i take profits really long. >> karen. >> apple if you are long and nervous like i am. take an upside call.

take the money off the table. >> palo alto networks, breaking up, a big day today, it has more upsides from here. see you back here tomorrow at 5:00 for more fast money. don't go anywhere, "mad money" with with jim cramer starts right now. 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." i'm just trying to make you a little money. my job is not just to entertain, but educate and teach you about the market. call me, or, of course, tweet me. you look at the charts like i do, study the fundamentals like i do, and you get the same