with solid earnings. so looking for more of the same. >> and we'll leave it right there. thank you, everybody. it's been a lot of fun. and "fast money" is coming up with melissa lee. what is on tap? >> we're talking earnings and of course we with are the ceo of sun edison. that stock was up 8% along with tara form. so the ceo on fast. >> great stuff. >> "fast money" starts right now. i'm melissa lee. tim seymour, dan nathan. lots of breaking news. apple's conference call is starting right now. shares moving slightly higher. chipotle also kicking off its call. that stock in the red after showers. hoping guidance comes in below estimates. we have the latest from that call coming up. and texas instruments, another tech name just out with earnings. that stock moving to the up side.

we start off with apple. josh, what did cook tell you. >> well, melissa, i did have the chance to talk with cook and he sort of gave me his read on this report which i'll share with you guys. going through the product line, iphone growth strong. 39.3 million. that was up 16% year over year. it beat what the street was looking for. i did ask cook specifically about the 6 and 6 plus. remember this quarter includes nine days of sales for the 6 and 6 plus in ten countries. cook describing the initial demand as off the charts. as for the ipad, though, 12.3 million, that's down 13% year over year. missed what the street was looking for. cook, though, remaining he said bullish on this category. talked about the new products here. remember just last week, introduced the ipad air 2 and also talked about the

collaboration with ibm. macs still make up 12% of the rev new. 5.5 million units. that was up 21% year over year. cook telling me that was the best quarter in the history of the mac. chalked that up to a back to school season he said which he described as a blowout. back to you. >> let's take a look at the stock after hours session. right out of the gate, it was not the reaction one heigmight position. >> i think going into fourth quarter which is everything that tim cook claims it will be, but i think what is interesting about the company now, it almost has two quarters. it was always first quarter was almost a black hole for the company. and this would be fiscal second quarter actually. but i think if you're in in a case where with the china move, the fact that we've only just gotten out of the gates, the 4 g rollout and momentum in the stock that we have now, believe it are or not, i believe that all expectations and the

sentiment on the street is barely balanced. year and a half ago, people were way too bearish. i think people are balanced here. >> 103.30. do we touch that again? >> we started saying 88 when it was 101 which is exactly where it is now. the only negative is they spent $20 billion on capital return program which probably means they bought back $20 billion worth of stock or somewhere close. so good for them. it's a fine quarter. margins are good. this should be the quarter to take to that 110 level that timmy thinks it's going to. >> we're long apple. short some calls against it, which at the moment seems to be a decent position. but this is a rather subdued reaction to what i think was a pretty good earnings report. or actually pretty good

guidance. so that gives me shall because. maybe the run is over. i would have thought it would do better on this news. >> i would say it is a matter of expectations. they were high coming into the quarter and they delivered. revenue guidance they gave for the current quarter was 3 billion over consensus. that's a pretty monster beat that they kip of built into expectations now. so to karen's point, there is a lot in the stock right here. we know iphones will be off the charts here. ipad remains a problem. and i'll make one point for some reason to cause a little pause. we had pay launch. we don't know what that will contribute. and watch, they keep talking about it with all the hyperbole. there is a potential that this thing does not turn out to be a run away hit. >> why do you need it to be a big hit? if the stock is trading 11 times next year's numbers, so -- >> the question is -- >> do you need to reinvent the

wheel. >> it's not incremental. if they sold 15 million watches in the first year at a $450 asp, that would be like 30 cents to earnings. that's a $7.30 number. but think about it. they will actually continue to deceive the clients in ipad. it has to offset. and who knows if this margin at 38% will stay. they are 5.5% off the peak. >> is ipad really the future of this company some you're talking about reinventing new products and i think we're focusing on something people aren't factored on. >> let's bring in bgc financials drel director of research. collin, in terms of the i incremental catalysts, is that enough to be constructive on the stock with the 1% move in the after hours session? >> that's right. they're great points. pay is a nice service product.

you'll make 14 cents on every $100 purchased. so that will take a long time to ramp up. but we do like the annuity component. watch is a gigantic question mark. it is notable that for really nice strong results from apple, iphone number hit it out of the park. guidance was good. after hours reaction is still somewhat muted. so you have to ask yourself is the good news on the tape. we have the september quarter. we have the december quarter guidance. and also if you have a longer term view, you have to ask yourself if what we're seeing with the ipad with three consecutive quarters of declining sales, could this happen to the iphone. could units become good enough that the upgrade cycle length ps out. and that's the long term risk for apple. >> you were saying this your note that thinner and, what was it, thinner and faster, thinner and -- whatever it was is not enough to cause somebody to upgrade. but do we care about this e pad? this is a declining category in the first place.

so if they're entering these other categories, why do we care? we know people aren't buying ipads as much as before. >> sure. but what we all want to focus in on is iphone sales are growing materially below market eigrate. android had close to 86% market rate. that will change, but if you want to brild a suild a service that will get hard. so near term, it's fine. but there is the imiphone compa and the landscape is littered with smartphone companies that were successful at one time but did that keep up. >> so are you saying it's the next blackberry? >> no, not yet. but there is absolutely a chance that the iphone could fall out of favor at some point.

or that sales could slow down. and that is the core of this issue. it's not going to happen on this cycle, but it coukocould happen the next cycle because again thinner and faster at some point is going to become less of a reason to drive to the next phone. >> so you have i think a $98 price target. it's $101.50 in the after hours. anything to raise it, lower it, or will you stay put? >> so i have to work through it. the newspapers go up a little bit just because of the guidance that they gave. the iphone numbers are strong. so a little bit to the bottom line on eps. but like we said, the good news is on the tape. we've got the guidance and the concern is that the -- like apple has to smash records to push the stock forward. and that's a tough spot to be in. and so the watch, yeah, it could be another home run for this company. but the expectations for it are already quite hot.

and so it's going to be hard to have up side to those expectations. >> thanks for phoning in. collin gillis. where or not you love apple, for a trade, given the reaction on the tape so far, which is not exactly cart wheels given the number and the guidance, would you be inclined to take profits? >> no. stock traded as well as any stock did during a very difficult period for the market. valuation wise, fine. and let's not to get about 850 million people on e tunee tunei. >> i'd monetize more calls against it.ie ei tunes. >> i'd monetize more calls against it.te ei tunes. >> i'd monetize more calls against it. ei tunes. >> i'd monetize more calls against it.ei tunes. >> i'd monetize more calls against it.i tunes. >> i'd monetize more calls against it. tunes. >> i'd monetize more calls against it.tunes. >> i'd monetize more calls against it.unes. >> i'd monetize more calls against it.nes. >> i'd monetize more calls against it.es. >> i'd monetize more calls against it.s. >> i'd monetize more calls

against it.. >> i'd monetize more calls against it. >>ic it acted very defensively. that if you're long and you've had nice profits, i woopcouldn' sell it. i'd use 95 as a mental stop. a big miss this morning on ibm. >> that was a horrible quarter. and one 6 oof our themes is the don't have the visibility they used to have. pretty much exactly what they said. they no longer have the same visibility. of their five businesses, they seem to be operating three of them that i don't want to say failing, but not doing particularly well which gets you the stock to 170 bucks. now it feels like technically it wants to trade down to 160, a level we last saw three or four years ago. i think it can get there, but in my opinion, the only rope it maintained the levels that it did, this is how showing its true colors. i think there is a little room on the down side. >> she may acknowledge there may need to be a change. but this is like turning the

titanic around. the size of the business and what needs to be done. >> the thing about the ibm transition, we've been talking about it for a long time and it will still take time. so i don't believe that this is an indictment against all old tech. this is terrible number for a company that has engineered earnings for a long time and this is as bad as a misses a we've seen. so the good news is they're telling the truth. this is not a great time for their company and i don't think you should get that blown out around the rest of the sector. >> some people might think, oh, what happened with hp and the turnaround there, what is going to happen with ibm.clined to sa there is some value in this company? >> i don't think you have to get in right now. as you said, it's a very, very large company. it will take a while. so i think you'll have another chance to buy it cheaper. >> and i think all the news today highlights that this company has been a value destroyer. when you think about how much stock, they mentioned about about managing earnings, they

got to mid to high single digit earnings. to me they managed a lot of businesses improperly. they sold out the server. they paid somebody to take it. >> take the chip business off their hands. >> while buying back their own shares to years. so you want to see it get washed out and deep valued before you take a shot. >> all right. burrito blowout for which i pch. >> doesn't sound good. >> actually, yeah. sales falling short of expectations. find out what their numbers could mean for mcdonald's tomorrow. plus head phone giant revealing sun edison as one of his best ideas. the stock popped. being a keen observer of the world has gotten you far, but what if you could see more of what you wanted to know? with fidelity's new active trader pro investing platform, the information that's important to you is all in one place, so finding more insight is easier. it's your idea

powered by active trader pro. another way fidelity gives you a more powerful investing experience. call our specialists today to get up and running. hi, are we still on for tomorrow? tomorrow. quick look at the weather. nice day, beautiful tomorrow. tomorrow is full of promise. we can come back tomorrrow. and we promise to keep it that way. driven to preserve the environment, csx moves a ton of freight nearly 450 miles on one gallon of fuel. what a day. can't wait til tomorrow.

chipotle reporting earnings. shares falling. joining us on the fast line is steven anderson, analyst. great to have you with us. >> thank you for having me on. >> it's also guidance of same store sales. for a company to go from 20% or mid teens to low to mid single digits for next year, that's a sudden and sharp decline in

growth for same store sales. what is happening here? >> what is going on, 2014 is an extraordinary year for whichch , traffic alone. and it's difficult in this industry for a company that size to generate double digit seame restaurant sales gains. the last one that did this was which i poe chicagwhich i poet . >> they will experience supposedly boosts from things like catering. and they have the price increase. they have all these other tail winds. >> i'm not sure about the breakfast component, but they will have a few more quarters of margin upside. so not only recent price increase, but also from

everything from lower commodity costs, they get most in the spot market rather than on the contract market because of the organic nature of it food, they will see more moderate commodity costs sooner than its peers. our question is this a price you're willing to pay for the stock right now. we think the stock could see more of a pull back. we'd like to see share price below 600. >> tactically then as an analyst, what do you do -- the quick casual space seems to have afforded a higher premium to all these guys. multiple that seem tough to sustain, and yet a lot of these guys are getting growth. do you think it's time the street will begin to moderate this? because we're starting to lag very good results. >> i think chipotle is in a category of its open. they generate much more up side with regard to sales more than anyone else. what we think will happen is that some of the money will gravitate to some of the slower at least in terms of earnings

and sales growth name. i think panera stands out. they had tough 2014 so far, but hugging margins as well as sales. so i think that will be the name investors are will head to next. >> thanks for your time, appreciate it. stephen anderson joining us on the line. is this a case where the valuation just got too far ahead? >> when you're 38 times or whatever they are -- >> 46. >> is that what it is? that's what happens. it's a pretty solid quarter. guidance wasn't that bad and operating margins were better. but that's what happens at that valuation. i don't think it's going to get below 600. that's another 6%, 7% from here. i don't think it happens. you've seen these kind of sales before in cmg. i don't think it's a wfm, i don't think it's panera. i think it's a great store and you buy. >> if this was a tech stock and you saw this accelerated

guidance, you'd probably sell it. but we know how this movie ends. it's a burrito company trading at 46 times earnings. >> may get a burrito blowout. >> up 22% on the year. >> nothing about it that you like. >> no. >> i agree with dan. >> wow. accord on the other side. >> where is it going to go? >> i actually between a little work on this earlier. he mentioned panera. so much of these fast serve guys are yuunderperforming. so to me it seems like a crowded trade here. still ahead, a big day for sun edison after david einhorn talked up the stock. you see him makingis way onset now. he'll join us live right after this break. if you, my friend are a master of diversification.

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. texas instruments pebeat on the top and bottom lines. guidance above forecasts. sales forecasts also if line with consensus views. shares up about 2.5%. it's an indicator for a lot of parts of the economy. back to you. perhaps a better indicator versus micro chip. >> looks that way. what is great about this, operating margins were much better than expected. this should be the quarter, this should be the report that takes

the stock through 50. a level it's had trouble at. >> smart money can't seem to get enough of sun he had disso that after david in who weeinhorn di the stock. joining us right now, the ceo and president of sun he had disso thadi edison. i want to get to david einhorn and his best investment case. he's said in past investment letters that part of it is the yield co-potential, different ways you're unlocking value. should we expect more of the yield codes in the future? >> i think it's fair to see two.

one for oac dwchlt and one for kree merging market. but to do more, it will take time because you need enough volume and enough growth. so i can see maybe something in residential, but a few years down the road. >> so you could see the potential for three in total. >> there is a chance, but it will take a while. >> because obviously the attractive thing for investors for any of these yield codes is the dividends. so what sort of risk do you see if anything in arising interest rate environment and how much more will you have to pay investors to compensate them for the risk? >> i think we can absorb some interest rate increase, maybe around 200, 300 bips. that we can absorb. and we have a very high growth. so if you think about it, it's an attractive proposition. >> and the other component is the lower cost of solar.

it's gone down 50%, 60%. and you've been developing new technologies that will lower the costs. looking to build a plant in china. where did you see it going? because i think when investors hear about a race to the bottom, they get concerned. >> lower costs help a developer like ours. we are about brand and consistent cash flows and signing contracts and building a business model with software. we're not a module player. we try to control the costs, but we're in the module player. if you're purely a module player, you're a commodity player and you can see it in steel, memory chips, all that. >> so i guess commercial and government customers, but how early are we in the adoption of commercial properties? >> very early.

i think first of all the costs has declined 80%off the last five years. it will decline another 70% by 2020. so the cost of solar will be 4 to 5 cents a kilowatt hour which is below gas in most places on earth. and it will go down from there. it might go down another 50% by 2030. so we're in the beginning. there is enough rooftops in the world to do multitara watts. so just the beginning. >> and just going back to not being a module player, et cetera, the ripple effect of guys like you a vertical player, manufacturing, what is the impact on the industry overall? will we see people forced to go out of business because you're lowering the costs so rapidly? >> any business has to make money. and if you think you're going to have a factor in the u.s. or germany because the chinese will they ever have good quality, you are just wrong. if you look at huawei, it is a

sophisticated company. so people who are getting out of business is because i'm don't have clear thinking. >> you need to reduce costs quickly before the itc tax change. can you get there quickly enough for that 2017 deadline? >> the answer is yes. cost is not the issue. it is the utility business which is around 20% of our business which is utility north america. utilities ordered a lot of projects by 15 and 16 and almost zero in 17. so because of that, that is the issue. so if you're a pure utility company, you will get crushed in my view. the rest of the business will have high growth. and for us internationally, all that will counter act the utility besh. because that utility business today is a couple mun mekup eco megawatts. by 2017, it will be a much

larger company. >> you had ulti capital on the board. you have einhorn. to y do you like having these hedge fund players? >> very much. the challenge that we have when we were transforming the business is that the board didn't understand clearly what we're trying to do. we want the owners to be with us at the board and we're very transpare transparent. we invite all the board members to the strategy meetings. so having these people help us on everything, the data is clear, why steal anything. >> all right. thanks for coming on. you're a shareholder. >> yes. six or eight months. it's had a difficult run. it's traded down with oil even though we were talking in the greenroom it shouldn't. but it does. i think it's an opportunity. >> i think people look at it if

you look at sum of the parts. and this thing is a $25 to $30 stock. if you look at additional catalysts, people think they may go nonsolar, geothermal, biomass, wind, these are places if they up their credit line, these are other catalysts. i think in the short line you can add the value up on the stock and say it's worth owning now. >> 27% short interest. einhorn is a pretty clever guy. so given the sumd , it's receip interesting. >> halftime report has an interview with david einhorn tomorrow at noon. apple is trading up on an earnings beats. the call officially halfway through. we'll bring you the latest headlines. and later, after last week's violent ride, is volatility here to stay? key levels to watch. (vo) watching. waiting.

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comcast business. built for business. still ahead, apple shares moving higher on its latest earnings report. we have the latest from the call. and from old tech to new tech, one trader making an interesting move in facebook. we have the details.

plus after a vol tatile week, g gives you the key levels to watch. we kick off with apple beating on the top of the bottom line. josh lipton has been ton the call. >> reporter: no surprise. a lot of focus and attention on that new iphone 6 and 6 plus. take a listen to what tim cook had to tell analysts. >> today we've launched in 32 countries including china and our new iphones will be shipping in 69 countries and territories making this our fastest and most successful ffu fful impt iphone ever. >> reporter: cook describing demand for the new iphones as, quote, off the charts. back to you. >> thanks so much. for more, let's bring in brian blair who is also on that apple earnings call. brian, you had mentioned a new

category being created now. >> that's right, they will break out ipods, include beats, the watch. and i think it's a way for them to take a lot of these uptss that maybe are doing small units. ipods thousa s are only doing a million. they will break it out into a new category. but i think it will keep them from having to give the details in 2015. >> so they want to hide the watch. they want to hide these categories for which analysts are trying to put estimates on. >> i think that's right. ipod was an incredible category with huge volumes. we've seen it in decline for a number of years. and i think the watch is likely to see small units out of the gate. this will be an expensive product and i think that that will be masked to a degree by including it in this other category. >> what is your assessment on how the stock is reacting after hours? >> i think it's about right. i know it's up about a dollar or

so. but i think that's about right. the iphone is a bit better. ipad a bit weaker as many did expect.iphone is a bit better. ipad a bit weaker as many did expect.]is a bit better. ipad a bit weaker as many did expect.is a bit better. ipad a bit weaker as many did expect. they gave us their rev nenue guidance. and the pent up momentum, will it continue as it goes around the globe. >> all right. thanks. and we should note in the after hours session, apple is at its high at this point. so does that make you feel better? >> not a lot. the high is marginally better. >> what do you you make of this whole category where they're lumping in all these new things that they don't necessarily -- >> i think it's better for managing expectations frankly. one of the things collin said, he was talking about the short term, you're not going to have a major in both margin and top line potential from some of the new initiatives. but if you look at where they

are in their current initiatives, there is a lot of growth in the next three or four quarters and then you hope some other things are panning out. >> time for pops and drops. we kick it off with a pop for new link genetics. up 7%. >> huge short interest. think you can stay long it against 30. they signed a licensing agreement which should bolster the stock a little bit. very poll till. i think that's how you play it. >> pop for hertz global.till. i think that's how you play it. >> pop for hertz global. >> i actually think even without jenna, they were trying to do the right things. they have had a terrible run. stock down a lot. i think they will get it together. ultimately they will spin off the equipment business. they still have some accounting issues. i actually kind of like it p. >> and a drop for pandora. >> down from its march all time highs. our friends saying beats apple wants to cut the pricing in

half. also lowering pricing for something that is in a havein v competitive space. >> and csx. >> for a company being down 1%, not bad news. meanwhile, they had earnings, solid beat, pricing power. this is not something you sell the stock on. >> let's get down to the news room. >> what we have here is they're making it official, abbvie calling off the merger. abbvie will pay a breakup fee. but on the heels of this, they announced a new $5 billion share buy back program as well as a 17% increase to their dividend. the new rate again for the dividend will go up by 17% to 49 cents per share on a quarterly basis payable on february 3, 2015. so the merger is off, but now a new $5 billion share buy back program and is boosting its dividend payout to shareholders.

back to you. karen, you've been following this drama. >> sounds like a lot of money to you and me. however this is a very, very large deal. it's not so out of line. but you have some upset shareholders. >> chipotle's earnings cutting its 2015 guidance. we get the latest from the call after the break. ♪

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you know who this is? >> that macklemore guy. >> macklemore. played for the angels. >> last week's volmatile market officially in the books. where do we go from here? >> for a while we looked for the 1970 level. should be supported. it bounced from 1970. when we finally broached, we said 1904 is in the cards. dan nathan said we will see 1900 in the s&p 500.

we did. we bounced off that level and traded right back to 1970. what was support becomes resistance. epg you're s i think you're seeing the same thing now. i think this move to 1904 is exactly the same move we saw to 1970. i think we should fail here. tomorrow will be a great tell and it sets it up to make another push down lower. >> what happens with the small caps? they continue their outperformance. >> and i think this will continue even though i feel like i've been saying for a long time one is kroeoverdone. if you believe the u.s. is the best economy, that the dollar will continue to strengthen, small cap stocks have most of their earning here. multiples come down. i think there are people that still need to cover this. i think in the short run small caps could tip to outperform. having said all that, i think that the street needs to think about the end of the year and

epg a i think a lot of people this is one of the best market periods for performance. after what we just endured, people wanted a correct. we got it. i'm not saying it will be that simple. but i think a lot of guys are looking to put risk back on. >> aside there guy being right about me being pressurian, i would say really importantly it's really the breakdown levels. those are key levels. we knew 1904 was also the 200 day moving average. i'll throw a couple other levels out for you just using etfs. qqq 95, it's approaching that. iwn, these guys talking about it. i actually believe that a failure at these breakdown levels would be very negative. and if we go pack back to last he lows, it's important we don't get panicky. >> do you buy into the whole seasonal trade?

>> i guess it could happen. we just tried to find good stocks. so difficult to do. so you have to find some good stocks. >> chipotle's conference call under way. the stock is moving to the down said here. jane wells is monitoring the call. what is the latest? jane? >> is she messing with us? >> no, i think she is honestly trying to talk, communicate with us. but again, chet poly is a stock high valuation, the guide apiuis not good, but the question is do you look through it because you know that the comparisons are so tough. sglenk t >> i think the answer is yes. dan thinks no. >> it will be very difficult for these guys to grow 20% a year. wouldn't you rather look at mcdonald's who reports tomorrow. they already got it for august

and july sales that they will be terrible, so we have a baseline from which to draw from and we actually, although we may not have as many cat cat th catalys. >> i don't care about mcdonald's, but i love myself a burrito. yum was unstoppable due to the international growth. with their menu here to take on chipotle, that stock has gone from 52 week highs to 52 week lows. these stocks that are love stories can go down. that's the only point here. i'd rather probably not take mcdonald's because its loosh it like a disaster. yum was a good story. >> i love myself a burrito. quote from dan. dan just said that. jane wells, what he's the latest from the call? >> well, i was speechless

apparently. now i'm hearing myself a little too loud. on the call, they were talking about they can make the line even faster to maybe surprise to the up side from the lower guidance. chairman calls the quarter extraordinary, says the nearly 20% seame story sale tsz growth the high, but comps will get difficult next year. they will open as many as 205 new stores, but same store grow will slow. but there has been little resistance to its price hike of over 6%. the average check rose over 8% with, quote, very little menu trade down. listen. >> we have shown that we can spend more on ingredients, not less, and charge a fair price. and at the same time, generate outstanding business results. >> as they expand, they are finding real rents rising,

but no more price increases planned right now, but food inflation is outpricing price increases especially in avocado, beef and dairy. avocados will fall in the short term, but drought will hit chile and california. dairy may have peaked. 10,000 hourly employees could sign up for obamacare. total cost not to exceed 1% of sales. minimum wage hike not really an issue. and during the quarter they opened the eighth chop house southeast concepts, second pizza locale in denver and considering putting apple pay this their app when they roll it out, but not the sure because there's a lot of technical difficulties. like we're having right now. back to you. >> you handled it like a champ. jane wells, thank you for that. analysts said they buy on the spot market because it's fresh, organic. >> and i know you don't care

about this, typically most of things i say, but remember the lime shortage? yesterday i went shopping for groceries. you could get like ten limes -- they were giving them away. so it changes quickly. >> i wondered where we were going. >> do you think avocados one day and then the next day they go down, right? >> moves quick. >> gearing up for earnings report. we'll tell you why traders are betting the stock is heading lower.

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facebook shares up more than 5%, but one traeder is betting the rally is about to take a pause. dan nathan at the smart board. >> one thing that caught my eye today, right out of the gate when the stock was 76.75, a trader bought 6500 of the weekly 75 put paying 80 cents. those break even. by friday's expiration, what is curious about this trade, there is no event this week other than

just the market trading. they are expected to report earnings next week october 28. so this is kind of either a your trm bethey're term bearish bet protection, but a lot being bought. and when you look at the chart here, this thing has been a monster. it's up 40% on the year. massively outperforming a lot of its internet peers that are down on the year. google, amazon, priceline, emch. so maybe you're just looking for protection. and this is the price of options over the last year. implied volatility has not reached the levels that it's gotten to prior to the last three earnings reports. so maybe this trader just looking for cheap protection. >> thanks. for more options action, check out our live show 5:30 eastern every friday. so let's get to some tweets. first up, if guy is write about

deflation, what are the assets to own? >> dollar might do well in this deflationary environment. look at the japanese yields over the last 20 years. they have done extraordinarily well. so i would go tlt, utilities and then names that should have pricing power, maybe johnson and johnson and pfizer. those are the way i'd like at it. >> tim, brian asks is there more up side in baker hughes or slumbslu >> schlumberger is more interesting to me. halliburton had a healthy beat. keys are offshore drilling. valuation wise, street is somewhere awround 10% higher on

schlumberger. i think you can still stay in the stock. >> twitter broke through resistance. do you see a hold? >> it's had mixed results. obviously the street liked what they saw last quarter. but i think the mtha margin forr is not too short. i'd much rather buy in the mid-40s. when change is in the air you see things in a whole new way.

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let's check back in with brian blair on apple. brian, what do you tell investors tomorrow morning? >> one of the big stories is that they're talking about how the iphone of and 6 plus, demand is outstripping supply. they're seeing staggering demand as the dweevice rolls out. and investors will want for see if the imbalance is something that is likely to carry on not just until the end of december, but in to march of 2015. and that's something investors want to see because this is not

going to be just a one quarter story here for december. this looks like it will spill into 2015 which is great if apple, but also for a lot of their key suppliers. >> brian, thanks so much. time for the final trade. >> trading at 30% discounts to several. we know what happened in june, july. i don't think that's happening next year. i think the bar is low. mickey d's. >> i want to wish happy birthday to a very lucky woman, my wife. just saying. ibm, i think you take profits, short it whatever. >> karen. >> finish line. i think it was overdone. i like it right here. it's very attractively priced. >> guy, give dan some advice.

>> such an opportunity and you screwed it up. his option trade was not, but i'm down right sanguine over facebook earnings next week. i like facebook. >> thanks so much for watching. see >> i'm melissa lee, thanks so much for watching. see you back here again tomorrow aá5:00. meantime, "mad money" with jim cramer starts right now. my mission is simple, to make you money.r i'm here to level the playing fie4d] there's always a bull market somewhere. and i promise to help you find it. hey, i'm cramer.fáñw3t(ó[l%55]üb .o cramerica other people want to make friends, i'm just trying to make you a little money. my job is not just to entertain, but to educate and teach you. so call me at e11-800-743-cnbc.r or, of course, tweet me @jimcramer. could they be more oppos(ññ