and "squawk alley" is live. good friday morning. welcome to "squawk alley." carl can s we have quite a day in green. stocks still in rally mold. right now the dow up by 134, s&p up 14, nasdaq up 24. art cashin is here at post nine. today's move largely on the back of central bank action. a rate cut in china largely unexpected. how long can those effects last for us. >> i think hopefully through the balance of the day and into next

week. we discussed had seasonals, which are tremendously favorable to the bulls in here. and coming into thanksgiving, certainly nobody wants to go home with a turkey. but i think the rally can last. and i am somewhat impressed mr. draghi has finally i believe turned from the prince of promises and buying back asset backed securities. >> your talking about the historical performance into the end of the year. cramer this morning was talking about the weather and said this is perfect for retailers, this is perfect for consumers. you want them to be cold, buying jackets and scarves. those look good today. >> the weather is cooperating all across the united states. although might be tough to explain that to the people of buffalo. otherwise shopping does look very good. >> art, how do you look at the impact going forward of this immigration move by the white house? does it add uncertainty to the situation? or is this different from

previous dust ups we've seen between executive and legislative branchs. >> i don't care we'think we've this this is going to work out. there's been no serious threat i've heard to do anything drastic. the republicans -- or at least some of the republicans have said they are not looking to shut down the government nor to start a fight about debt limits. so so far it is all verbal. and that is not going to bother the market. that is going to have everybody think this is kind of a benign gridlock and see where we go from there. >> it does appear to be the first of what we're seeing the first of many executive orders to bypass congress now that the republicans have the majority. i'm wondering do you think the marketing is bracing for executive action. >> i think the president would probably begin to telegraph whatever it was he was going to

do. there is possibility that the congress can nullify some of the action. that would raise the fight a bit. we'll see how desperately they want to go at this. >> we'd have to mention oil as well. it was at 76 last i checked on wti. walk me up to next week's opec meeting. >> i'm expecting they won't cooperate. they will talk a great deal about it but won't cooperate. i think just as several of the guests on the show earlier were talk about retailers not willing to give up market share anymore, willing to take lower margins. i think you will find the same thing in opec. it is not so much the cost of producing. it is what they need for their promises through the treasury and social giving, if you would, from the government. >> art, will you leave was a level to watch? >> i would watch right now brent at 80. if it breaks below. i think you could see the market begin to give up some of this gain that it's had.

>> art cashin, we appreciate it. have a great weekend. joining us now onset, kara swish her swisher. we have to talk with amazon. you might be booking your next vacation with amazon. according to reports they have been working to start a brand new travel department and apparently the service could launch as early as january 1st in new york, l.a. and seattle. more amazon according to the new york post, planning to roll out an ad supported streaming service. separate from amazon prime. there is a lot to work with today. tough streaming service and potentially a foray into hotels. what interests you about this? >> he just keeps trying to do things and sees what sticks. more and more services. they sale lot of things so it's kind of jayadjacent.

it creates excitement. >> and they have credit cards on file. they have books, which people toned to read on the beach anyway. >> right. >> it makes sense. >> yeah. >> in january looking to book a vacation. it is cold. >> presumably. >> i don't think of amazon when i think of those kind of services. the question is can they extend it? and there are a lot of other people in that business, fyi. so i think a lot of these companies are trying to move into adjacent businesses. they are all getting in each other's business. so it will be interesting. but there are a lot of already very successful people in the travel business. >> the streaming service will be priced separately and could try to undercut netflix. >> it could. >> duke they are saying they need another revenue stream in addition to prime. prime was supposed to be the end all be all. >> no one wants to pay $99 a

year for prime. and so they're trying to sell as many as they can. and if you didn't get the prime one you couldn't have it. the question is do they have a lot of people like netflix buzz the shows on it now. that's why i have it. i like the shows. it will be interesting to see if people buy a number of them. it's just a question of who has what stuff. if they can get cooperation from hollywood and get all the stuff. that's what people want. >> no more of this -- had a note autosaying amazon is likely at its low. a good margin. at 52 week low that recent weakness could be a buying opportunity. we're not a bunch of stock analysts. 's why we have them on the show. >> i think wall street is tired of the lack of profits, that he's trying all these things. and the phone was a disaster.

and another big announce. they're going to get the phones and they didn't get into the phones. it doesn't mean people won't want their streaming service. it's just a very competitive market. >> can they compete at these levels, jon? >> what i wonder is what if the sentiment shifts against the high valuation stocks? if that happens, regardless of how well they are doing. it could be just when you see your twitters drop and others drop, amazon drops with them. for me it is lard to gauge what's going to happen. >> next up leaked documents obtained by business insiders giving us inside look at financial status at uber. the company generating a significant portion of revenue from its most mature markets like new york and san francisco where it's already operated several years. new years eve one of the biggest days of the year for uber and at

least as december uber was doing more than 100,000 trips per week in each largest market. difficult week for uber. >> oh yeah. i don't know i hadn't heard anything. >> a lot of people have been buzzing this week. >> convenient for numbers to leak out the end of this week. >> oh yeah. >> emil michael make comments about not only investigatie ini journalists but hiring and budgeting a hit team to research them. >> presumably. >> and you have been hearing the chatter out of the goldman sachs conference where they have been extremely popular. what is the chatter this weak. >> i can't say it on the air but what a mess up it was. they used more colorful language for that. but what a screw up it was really for the company. and that here is a very successful company. and these numbers are doing incredibly well and they are very popular. and here they are in the highest moving to real success. and they shoot themselves in the

foot, which they tend to do quite a bit. i don't believe they have anymore toes left. >> did travis fix it? he came out with a tweet storm apology. >> no. >> they sent out emails after and brought in someone on privacy. why didn't that fix it? >> it didn't feel. it felt a little non genuine to to some. i'm not his decidic judgment on whether he fixed it or not. it is an unusual situation. a lot of people feltemil. he didn't. and same with josh in new york who supposedly did look into a buzz feed of reporters rides without her position. and he's long time uber executive. and he'll stick with him and give him little slap onls the wrist and say don't that. and travis is very loyal to his team and his team does love him. i'll tell you that, that is something that's really

interesting. >> the company keeps shooting itself in the foot you talk about. no toes yet. >> maybe one. >> maybe one. but they are raising a new billion dollar round of funding. >> and they will get it. >> people are chasing the company like nothing you have ever seen before. profits according to the documents that were leaked. net income 2 billion on 10 billion in revenue. can this company operate as the bull in a china shop? >> yes it can. it is making a lot of money. and nvmsers, they have souls down there somewhere. but not when it comes to making money. >> and can they be a public company and do the this? >> i suspect they can. honestly i don't know. i just feel like wall street is not the bastion of good ethics sometimes. >> is there a lesson here? >> this is what uber has to fix.

and so does lyft and others have made announce about privacy policies. they have to shut this down. privacy was very loosely monitored and now they have got to fix it. there are several problems. privacy, drivers, safety. >> data data. we all have all this data and know where everybody is is. >> bros need to stop look at people's data. they need to grow up a little bit. >> your twitter chat with ash on the kutcher. he said what's so wrong about dinging up dirt on shady journalists. his point was basically why can't we all be judged to the same degree that public figures are. and you said what about shady actors. and he said i'm as shady as they come. >> he was presuming shady journalist. that was irritating to me.

secondarily it was personal. they were going to look into personal details. i don't believe any of these reporters are writing about the travis's dating patterns. >> sounds like you're working on another piece. >> i don't care who he says and i don't care who his personal line of and that was a little much for ashton. i like ashton. i was just joking with him. but personal lives is another thing. and. >> and he did back up. >> -- back off. >> he did. >> you're sticking around. we'll have manufacture from you. great to have you onset. >> quite a week. over to courtney for a quick market flash. >> shares of roil bank of scotland moving lower on news it recognized errant calculations to the stress test. leading to the ratios over stated.

the stocks making a sharp move down about 1%. >> this start-up has an all-star list of investors, like ashton kutcher. jared leto. and kevin sis trom. what are they doing to bring in all those big names? we'll ask the see. and silicon valley reacts to the president's executive order on immigration. we'll talk to the national venture capital association later on. and this is better than a front row seat since to this virtual reality platform you can literally be right on stage for the latest paul mccartney concert. with us live to explain how it all works in a moment. take a closer look at your fidelity green line and you'll see just how much it has to offer, especially if you're thinking of moving an old 401(k) to a fidelity ira.

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snool so you're trying to make it easier for small businesses to have the kinds of resources for payroll and those kind of functions that larger businesses do. why do all these people want in

on that. >> there's really two ways zen payroll stands out today. first is that we are providing the easiest simplest way to pay your employees. and you might think spaipayroll solved problem. but today one-third of companies are fined for incorrectly doing payroll taxes is. and that is unacceptable. and secondarily we're focused on humanizing compensation. everyone gets paid but for most people it is simply a attract n transaction. and we believe it's about people and should be able to focus on the human aspect and that is one of the things the customers love the most. >> tell me about your strategy and business model. you have interesting players you are going up against. adp, intuit.

workday. oracle. others. how long can you do that before you have to have a product that is so good that you have to charge as much as your rivals do? >> the payroll industry like you said has been around a long time but it's very fragmented and broken. we're able to charge a straightforward transparent price and processing over a billion and a half in annual payroll. the focus is on maintaining the product quality and bringing it toaudience. and many of the investors part of the company have all built their own businesses from the ground up so they are amazing at giving advice and mentor ship to take us to the next level. >> what is keeping someone from building something similar to what you're doing. it seems like low barriers to entry. >> one of the main things is we are literally extracting the government. all the file, everything the

government needs at the local state and federal level, we're taking care of for you. our mantra is anyone should be able to use the product with no training whatsoever. so you have 15,000 tax codes across the u.s. it's been a big endeavor to take the compliant taxes and filings, and do all of that automatically behind the scenes and create a product anyone can use without any training. that's something we've invested a lot of time in and we're making the most of as we bring to a broader market. >> josh, this is carkara. enterprise apps are really hot now. they are sort of like the thing with slack and others. and there are a lot of people working on this. what do you look at the market? why do you think that is? >> because they make money or what? >> i think it's because all of us -- we started because we all had run prior businesses and felt the frustration of using

other systems. so the mind set how we build software today is different from 10, 20, 30 years ago. sometimes i describe it i as how do you bring back the soul to software. it's meant to make your life easier. and if you think back over the last decades to enterprise software it's been about structuring and regimenting and conforming you to a certain way of doing something. our goal is to augment a natural way you want to do something. and you can see that mind set presented. and it's amazing time. we're bringing that mind set to small business in particular. enterprise software has mostly only exist forward large companies and the small business owners have been left on their own dealing with the 20 different things they have to deal with and now is a time for us to go help them and an amazing time to be an entrepreneur as a result. >> everybody loves to get paid. it is friday. got to get paid. >> true that.

>> thanks josh. >> i'm sure the adps of the world are taking notice. a funny tech related notice this morning as president obama was leeing the white house. take a look at this. >> i forgot something. you guys ever forget something? >> president obama forgetting his blackberry. having to go back to the house before boarding marine one. despite the fact that samsung just got awarded the ability to run government classified systems blackberry seems to be the stronghold in washington. >> everyone's got their blackberry in washington. >> i know you can't make a commercial out of president but somehow john chen has to figure how to take advantage of that. >> and it's security issues. and you get used to them. and i was at a party and people

were like what is that iphone thing you have there? that's an interesting device. but they love them in d.c. >> seems to be paying dividends for them. it is an anecdote they draw on a lot. >> if you can obama on one side and the kardashian on the other you should get to sell a few phones. >> thanks for having me. >> when we come back, shares of gap slipping even though earnings top estimates. but if you look online there was some good news. we'll explain in a moment. and action in europe a big reason for today's market rally. comments on the dovish side from draghi yet again. and when that happens the european close is usually the catalyst for the u.s. markets one way or the other. we'll have that close and the impact coming up here. "squawk alley" will be right back. this is a burrito made with

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just a week until black friday but the gap is reporting

profit. rfs coming in short. comp sales falling 2%. shares are down 5% this morning. let's bring in roxanne meyer. a tough quarter for gap. a tough quarter for a lot of apparel but it really seems to be the outlook that kills shares. what is your takeaway. >> i think it's smart that gap and a handful of others have been positioning careful for the fourth quarter. this holiday is going to be exceptionally promotional. some calling for it to be woors than last year. and last year we had horrific weather that impacted december into january. so that's where the bar has been set. >> so we got another short year this year that's already putting pressure on we've got mobile devices increasingly being used for comparison shopping. if you are a retail ner that

environment, how do you differentiate? how do you get any margin? is it by being apple and having a product where you can pretty mum control your own margins orb something else. >> you've pretty much nailed it's about differentiating products and having something you can't get somewhere else. and specialty retailers in general have the ability to do it. it doesn't mean they always deliver. offhand full of -- you have a hand full in our group that lack out. and retailers are coming in more conservatively and we'll have to wait and see if that helps. >> shares down 9% in the last year. they are doing a big management over haul as of this morning. and they are out thing the buybacks that they continue doing. -- touting the buybacks. >> i think there is a host of catalysts that could propel gap shares upwards into 2015 and

beyond. one of the key reasons we like the stock is really for operational initiatives. they are going to be implementing called called seemless inventory as well as fabric platforming. which should really start to help into next year. also gap is one of the best defensiveplay ive plays out the. >> they have been extremely aggressive think on discounting. i just got a -- i don't buy anything from them anymore until it is at least 0%. are they in a trap right now because of that. >> we've monitored all year. and at least in the third quarter we have about half of our group that is more promotional than last year. and we don't really see an impetus to that ending, especially in the holiday

season. which again is going to be pretty promotional. >> a $48 price target. do you keep that going into the season? >> we do. we keep a long-term view. i'd say maybe gap is not as well positioned as some of the others in the near term because it is more promotional but longer term we do like the stock again for the operational initiatives for the strength of old navy that is still there and for cost control initiatives as well. >> appreciate your time this morning roxanne. european markets about to close. here is simon hobbs. that's what draghi will do, soo simon. >> this is quite big gains for europe. not just what draghi said but also what happened in china with the interest rate cuts. but clearly markets up 3% on the session is what mario draghi said in frankfurt this morning. speaking in a personal capacity.

and unlocked from having to speak for the whole council. he put the focus clearly, squarely on asset purchased. it needs to be raised quickly by whatever means necessary. if policy is not effective enough to achieve this we would step up the pressure and broaden the size, pace and composition of our purchases. that to most people means we'll be out there buying government debt. this is a weekly chart. we're up almost 3% for europe as you can see. the way we built on draghi, then china, then everybody else piled in. one country in particular that could really do with having its sovereign debt being bought is of course greece. a lot of greek banks are up 5 or 6% because of the prospect that the ecb could come in and buy this sovereign debt and the rest

across the europe has pushed the --. it's also china today. the main gain is actually around china plays. you can see where we are on the mining stocks for example. the interest rate cut. and oils moving higher. and the big mover today is clearly the euro which is erased on draghi's comments the losses it had earlier in the week. that's a big move on a single session. putting the euro negative is the one thing it is bound do. >> up next, whether do silicon valley investors make on president obama's new executive order on immigration? "squawk alley" will be right back. the holiday season is here, which means it's time for the volkswagen sign-then-drive event.

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welcome back. still rallying off the highs that we saw off the open. mary thompson is on the floor. >> you mentioned the market's taking off at the open. we've been talking how the central bank's actions are critical to extending this record rally we've seen. and today is no exception. with the rate cut in china,

first in two years. and the comments from ecb that simon was speaking about before the break fuelling the rally with the dow up 121. when you see rate cut out of china you expect a rally in the commodities markets and that is exactly what we're seeing today. looks at the sectors leading the markets higher. no surprise here. materials, energy, industrials as well as financial stocks. in particular we're seeing strong gains in a lot of the iron ore and metals names in large part because rates are expected to boost demand. we also note that oil prices are higher with wti up 67 cents. and this is going to look to the drillers which have been hard hit because of concerns of falling prices, a turn around in today's session. heavy equipment makers also getting a boost. caterpillar looking strong.

this on expectation farce second half recovery linked to north america. if china's economy does well they buy a lot of these products from the company so those two stocks up as well. we've been talking about china so we have to look at the chinese etf. fxi, very heavy volume today. look for big, maybe one of the bigger days in the year for the fxi today. but we want to wednesday a domestic story. because a number of retailers came out with results. there were cautious comments etc. but investors really liking the news out of raw stores. third quarters ahead of expectations and even though the company took a cautious approach because of the competitive retail environment in the fourth quarter it is still getting a big boost today. >> sure seems like a stock

pickers market in rae tail at least. president obama unveiling immigration overhaul plans last night. despite the political back and forth, could the president's controversial immigration strategy actually help turbo charge the technology industry? joining us exclusively, bobby franklin, president and ceo of venture national venture capital association, bobby good to see you. >> thank you for having me. >> from 30,000 feet, tell us where venture capital is on what happened last night in terms of immigration. >> the community and national venture capital association for many years has had immigration as a top priority. we've worked with members of congress on both sides of the aisle. we have support on both sides of the aisle that were important to

immigrants. those that are entrepreneurs that we know are going to start a company. and we want them to do that here in the united states. and once they start that company we want them to have all the help they need to grow. >> the plan rolled out last night that essentially ease deportation rules for up to 5 million people. will that specifically target the type of high skilled tech work the tech community is trying to woo. these high skilled workers leaving the country and will the results be something we see in the near term? >> certainly a big part of this debate is about the illegal immigration problem. what we're talking about is the legal immigration opportunity. and when we make it easier, there are different types of visas. certainly the h 1 b visas help the larger tech companies get the skilled workers they need.

but they don't typically help the very small companies trying to get formed. there are the o a and the b 2 which which specifically help entrepreneurs. if someone has a great idea and are going to get backing they have a better ability to get the green card they need to do that. >> if you have an advanced degree in the science, this whole idea of stapling a green card to your diploma doesn't seem to be controversial. but lower down than that when you have bachelor degree candidates and other people doing technical work, what are the issues that you are concerned that still need solved that are controversial? >> certainly we want to see a comprehensive solution. and venture capitalists are the optimistic by nature. they have to be to do what they do.

so we're still optimistic that congress can work together. certainly the professions we care about enjoyed by bipartisan support. if you have bipartisan support on the hill and in the wlohite house that is really an opportunity and we hope the provision wes care about to make sure that companies get started in the u.s. and have all the right skilled workers to help the companies grow and our economy, maybe that can be something that helps bring along the other more controversial issues to something that can move. >> bobby, how sure a thing even is what we have in our hands rights now. the risk people are talking about now is let's say we get a republican president in 2016 that ultimately the first thing they do in office is undo this executive order. >> certainly we'll be working hard to make sure everybody understand that the provisions that help the entrepreneurs and help start companies in the u.s. should stay no matter what happens. and that is our job. we'll make sure policy makers understand that this helps the

economy specifically. >> bobby we appreciate your perpetrate thif morning on an important issue. bobby franklin of the national venture capital association. >> coming up if you wanted to see paul mccartney you could buy tickets to his concert or just go on stage yourself. sort of. all thanks to virtual reality and the company shows us how it works later on. first rick santelli, what are you watching today? >> we're all market guys down here. there is only one thing to watch. and that is central banks. but i am watching them kine opd like this. imitation is the greatest form of flattery. but as the rest of the central bankers imitate the fed, is there a downside to what capital flows could do to our markets? that's what we're going to talk about after the break. [ male announcer ] some come here to build something smarter. ♪ some come here to build something stronger. others come to build something faster...

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powered by microsoft dynamics, azure, and office 365, the team can gain real time insights and instantly share information around the globe. when every millisecond counts, staying competitive begins with the cloud. this is the microsoft cloud. coming up the easy money rally. stocks hitting new highs again. what are the stocks to buy right now? three big calls on three big tech stocks. should you listen? plus are health drinks a long-term trend worth betting on? the founder of buy and johan rosa on how big it can be? >> got the get the greens. we'll be there. now to rick santelli.

>> imitation is the greatest form of flattery. and we do see that the stencil that really was put forth by the united states federal reserve with regard to quantitative easing, managing interest rates, inflating financial asset prices is definitely gone global. is this a good thing or bad? well obviously it's a good thing if you hold the financial assets that kind of get bubbled up. it is a good thing in that regard. listen, investors are about a profit. and lots of profits have been made in global equity markets. and i suspect that with all the analysts the last six weeks saying we nope the fundamentals aren't great in europe. they are deteriorating in china. can't even figure out what happens with regard to japan.

but what we do know is the nikkei may not be at 4,000 but ice better off than what was. so let's think about it. how good is imitation? from the investor standpoint, as they watch what's unfolded with all the liquidity awash, what they have figured out is you take what looks the worst. and when there are central banks like draghi or abenomics, start to be front and center, you know what looked bad, what is fundamentally not good is going to catch that wave. but in order to create a wave of capital the capital is on the move. always. so how is that affecting u.s. markets? look at the spreads? look at the interday of the bund ten year sprayed. it was a whisker shy of 157 basis points. look at the bunds and at the 157 and get the ten year.

and that's the widest the spread's been since 1999. let's say the capital flows continue to move to the european sector or the japanese sector. if it comes at the expense of treasuries that flattery might end up being the straw that actually puts the short position of treasuries front and center or maybe takes out of some of the liquidity in our equity market or some of the high yield or corporate structures of securities here. i can't tell you how the water balloon is going to get squeezed but i'll tell you if that spread trades above 160, it is going to be at the expense of treasury yields, not at bund yields. and the last chart is the chart of the bund because we are just a basis point away from new all time lowe's in that maturity. >> all about that bund, about that bund. up next, front row to paul

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if you ever wanted to be on stage with paul mccartney, now is your chance. a video that puts you on stage

at sir paul's concert at sfran francisco's candlestick park. it can be viewed through oculus rift or android phones. what are you trying to accomplish with this in particular. how big is the market for people who can enjoy this? >> well it is really anyone wan android smart phone today can download pretty the google play store. and you get the full live and let die piece that paul mccartney performed at candle stick part. the beatles performed their last concert at the park. so it is really a fantasyic opportunity to capture that moment forever in virtual reality. when you see it you feel like you are up on stage with paul

mccartney. >> google handed out a cardboard contraption so you can strap a phone to your face and feel like this is virtual reality. how far does this have to evolve? because you need a high resolution phone to get the best effect with this. how soon before it comes mass market. >> we think in the next few years it is going to evolve. this is a very important moment because it is our first piece of content available to the general public. and we think it is so compelling it is going to prompt other artists and creative types to create content for this medium. we consider it really a new medium. so we think over the next two to three years it will really reach mass market appeal. especially on a mobile smart

phones. >> in its simplest form it sounds like technology that just allows consumers to be places they otherwise couldn't be. how else do you implement technology like this? what other situations beyond a concert do you see it being valuable in? >> great question. one of the great applications of the vr is travel. we can put you pretty much anywhere in the world. you could be by the taj mahal or the eiffel tower. and the thing about it is being able to look all around in 360 gives you the feeling that you are actually there. it is really like virtual travel. so education is another great application. real estate. preview and tour of your home that you are considering buying before actually going there. there really are a myriad of applications. >> how far do we still have to go on audio? it seems this could

revolutionize something like the music industry. if the music feels like you are in the room with the artist. but the audio would have to feel that way too. is the audio good enough now? >> yes it is. that is actually a great point. we actually think the audio is about half the experience. about 50%. and we spend a lot of effort making sure it is correct. so positionally correct as you turn your head. the audio stays where it is supposed to be. for example if you hear a drummer on your right and look over to your right you will see a drummer there and now the sound will be coming straight from there. fantastic video. both the audio and video vr are equally important. >> you raised 28 million dollars as of august. how much do you need to build out this network? >> well i think it is a great start. it is really going to help us

build out the technology team. the other piece is really the content. and we're going to partner with people for the content. silicon valley engineering company. so we already have a call to action to the creative community to build some great vr experiences together. >> all right jens. have a fantastic weekend. >> thank you. >> this tech crowd come pain. mooltipass encrypts and stores all loggen information offline. and going head to head with wedg, giving you power to create pooi private network. with a slim 55% wedg has been crowd the latest tech crowd winner. 55% of the vote. that company has already spraszed its fundraising goal but clearly the viewer has

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alley." petro bras, rebounding. jones also citing the brazilian media. the stock currently higher almost 6%. the stock down about 21% over the past month. >> and yet we're watching oil creep higher today, courtney. thanks. alibaba up over 1% after raising that 8 billion dollars in the company's first ever bond sale. the sale was led by morgan stanl stanley, other top banks participating. but slim pickings in terms of fees with low interest rates. alibaba said to use the funds to pay off a previous loan. and jack ma and company coming in at number 13 out of 50. apple taking the top spot. despite how we talked about how

apple is under owned institutionally, they have a lot of apple. >> more and more picking it up too. blackberry up almost 4% today, maybe on the president forgetting his. >> presidential bid can't hurt certainly. that just about does it for "squawk alley." it is near noon on the east coast. back to headquarters and the halftime show. welcome to the halftime show. let's met the starting lineup. stephanie link, mike murphy, josh brown, and jon najarian is co-found oer of option monster. our game plan? sell sell sell. three big calls on three big tech stocks. but are they right or wrong? buy buy