point to the end of the month. not so bad. don't just think that the world is ending. >> thanks for all being here. >> look at "wall street journal," every story is about a global crisis, al qaeda, syria, that's what's driving the uncertainty. >> stay close to home, as we heart. thank you all so much. great you have to on program. "fast money" with melissa lee begins right now. thanks so much, kelly. live from the nasdaq market site overlooking new york city's times square, this is "fast money." i'm melissa least. our traders are tim seymour, steve grasso, brian kelly and guy adami, the s & p, dow and nasdaq closed at a one-month low today. stocks under pressure after a surprise move from the swiss central bank spooked investors. take a look at the move in the swiss franc. cme just raised margin requirement so we're seeing move in the after hours. much more on this move and all the action today coming up. oil on a volatile ride today, its biggest reversal in six years. up 5% at one point before going down on day. tell you how to trade it and

let's get to intel's conference call. shares of the tech giant down, guidance coming in below expectations and earnings and revenue beat estimates. it is all about the guide arranges particularly for a stock that was on my, guy in, 2014. >> wasn't terrible. gross margins better than expected. eps in large part beat. i think they bought back $1 billion instock or so. i don't think it's somewhat benign. not a big deal. down slightly in the after market. i don't think you'll get hurt being long intel. 15 times forward earnings. the stock has been on a long run. people were rooking for a reason to sell something, especially what we saw today in the broader market. >> if people were looking for gross margins to be better, if people were looking for revenue growth to be a little bit better for a stock that has had this sort of performance, that's not enough. >> i'm not sure you'll get it in the first quarter, seasonally down 6%, 7%. >> right. >> way we've seen intel trade the last couple of years is often these guys have had a big

move on earnings only to recover the next day. talked about the move in the stock over the last year and also know that it's a company that a lot of people think is in certain parts of the semi chain not doing well. pc space is challenged where people have been trying to take a glass half full on these guys is they are actually stealing market share from those. so delta between the growth, and what insell doing is greater, and that's good news in a not so great environment >> you know, i think if you look at where the growth will be, it will be in a lot of wearable space. they will have a pretty good presence there as well, but to tim's point in the pc business, so as pcs goes, that's where intel goes. intel has been traded as a safety bet, and i think you'll see that resurrect. if the market goes down, make no mistake about it, everything is going down with it. >> wearables a growth area but not biggest area. >> does not move the needle. >> mobile processing. >> and the losses that they have seen in mobile. >> the question you have with intel is have they been able to transition their business enough to get away from the reliance on

pc and the market is telling you not at this point in time and we had the upgrade cycle, windows upgrade cycle and knew a lot of corporations would spend money on new pcs. that looks to be ending or at the very least slowing down and in this environment, i agree, in this market environment that's going to be very tough tomorrow. have you to watch 35, 50, 35, 26 pause that's your breakout level. if that doesn't hold, then you want to sell it. >> sounds like you're still constructive on intel, that it was okay. would you buy this dip? is that what you're telling people? >> tim made a good point. we've seen this before where stock reports, a little bit of a selloff and two days later people are scratching their heads. saw it in cisco, not that the two are relatable. this is a stock you won't get crushed. steve makes the point that if the broader market goes down, it will drag everything with it. he's right. 1957 in the broader market is where the s&p is going. if intel settles in at $35, you try. >> isn't intel a defensive name? >> it has been.

>> sure, so why wouldn't in a down market, a market with a lot of volatility in it? >> go could down but it's going to go down. >> it's not dirt cheap. i'll fall in line with guy. intel is still to be bought. don't have to buy tomorrow. they are stealing market share. samsung imputed there will be two guys left standing and i think they will be one of them. >> let's bring in managing director cody angry who has a sell rating on the stock and joins us on the fast line. great to have you with us. >> why do you think the stock is down in the after-hours session? >> a little lighter guidance as you mention. revenues a little light. gross margins definitely light, down over 500 basis points in q1 and you're going to see some pricing pressure as you guys mentioned. some of the enterprise cycle is coming to a tail end and we'll go back to a secular decline in the pc space and they haven't had the success in tablets and

mobile that they need to fill up the gap. >> what kind of signs do you want to hear from the ceo and its march to profit ability which many say won't happen until about 2016? >> yeah. 2016 probably at the very earliest. not only didn't make money, actually gave away negative revenue if you can do that in mobile negative, $6 million paying people to take their processors in mobile, and there's no way they will make money in mobile in 2016. we'll see if they can actually maintain any of the market share they are buying, and when you're going from a market where you're monopolistic against a & d and something you have to compete against someone the size of qualcomm to fill up expensive factories with a competitor like qualcomm is a really difficult challenge. >> you mentioned gross margins. a lot of people will say peak gross margins and intel typically lead to the peak stock price. >> absolutely. >> is that what we're about to see now known? >> that's exactly what we're seeing and really the call on intel. really with a lot of chip stocks. follow the gross margins.

go from a monopolistic position where you haven't had a competitor, pcs have been good, been really able to set prices. now you go into fighting in tablets and smartphones, fighting against qualcomm and others, media tech and china and taiwan, now your margins have to fall down with the pricing pressure and when your factories cost $5 billion, $7 billion apiece it's hard to fight those if you're fighting a competitor like qualcomm. no way the margins stay at this level. >> you have a sell rating on intel, right? >> i do. >> since march 2014? >> since we initiated it, yes. >> since the march 7 close was a session prior, you missed a 49% rise in the stock. what did you miss about the story? >> it really was the health of the pc mark, be a anomaly that we had in 2014. we called for a secular decline in the pc space and saw it in '12 and '13 and got a reprieve in '14 and goes back to decline in '15 and then you see the lack of success in tablets and in

notebooks, into mobiles, and that leads the gross margin decline that will ultimately drive the stock price down. >> all right. so sell rating meaning you would even say short the stock? >> i would. >> cody, great to have you with us. >> thank you. >> cody acree of ascendant, do you agree? >> is that $24. >> obviously a pretty significant move. >> yeah. >> i don't think you'll get crushed on intel here. now, i will say this. a lot of people made the argument that peak margins will lead to peak stock price. to your point they made a 50%, 60% ago in terms of the stock. that's what you're seeing now. they have been able to surprise every single quarter for a while is this a quarter? maybe, but give them the benefit of the doubt. >> the other downside could be the place people are expecting a lot and more on pc. more pc weakerness will be pushed on these guys. >> schlumberger missing on revenue. let's get to brennan detail. >> shares of schlumberger, after

the company beat on earnings, $1.50 a share, ex-items five cents better than analysts expect. revenue largely in line at $12.6 billion, the company saying that that was driven by north america and also overseas operations in the middle east in asia, but you start to see the cracks of that downturn in oil coming through as you dig through this report so we're going to pull up some of these one-time items that came through for the fourth quarter. about a billion dollars worth of charges so here it is. companies cutting its work force by 9,000, about a $300 million charge. venezuela currency devaluation taking in almost half a billion dollar hit on that, and the last one, eagle ford shale project, they are taking an almost $200 million hit on that because of falling oil prices making the carry value higher now than fair value on that project. lastly, perhaps most importantly. everybody has been focused on

how oil and gas producers are going to cut their cap-x and how that will ripple out to other industries. well, schlumberger cutting its cap-x by 25% for 2015 down from 3 billion to 4 billion at 2014, so certainly some numbers that are indicative of what we've been seeing with oil dropping and nonetheless you're looking at schlumberger up 1% in after hours. melissa, back to you. >> thanks, morgan brennan. this is a dividend stock as well, an increase of 25%. >> they raised their dividend. >> yeah. >> so what do i sympathy happening? stock down 2.5%, obviously down pretty significantly since july when it was trading 120. to me it's a relief rally that will probably be short lived. increase in the dividend surprised people, but tim can speak to us. this is not a cheap stock. i don't think it's 17 times forward earnings. any bounce in this stock is still a sale until further notice. >> guys were expecting this, like the $75 to $80. to guy's point, it was pretty

much priced in, but if you start to see crude slip even further from here, this thing will be much lower in the next couple of weeks. >> it's not about the quarter or -- >> i think it's about going forward and cap-x, everyone in this space is in the midst of cutting cap-x or about to cut cap-x so a lot of it will fall lower. >> not only that, if you have lower oil, just cut 9,000 employes to raise the dividend. that's not a sustainable strategy particularly if oil keeps going. the other thing i mentioned the 9,000 people laid off, in the houston area, saw that in lenar's earnings, this is how it spreads, not so much a tax cut to those folks. >> the surprise move from the swiss central bank shocking the market. the swiss franc rallying on the news. if you're wondering how that will impact your portfolio we have a special trade school to explain fallout. that's next and apple's china

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long-term impacts are more puzzling. luckily our brian kelly is taking us to trade school to explain what happened. >> the swiss national paining was actually trying to keep their currency from appreciating over the last couple of years. that's because we had qe here in the u.s. you had a eurozone that was falling apart and there was money flowing into switzerland so what they did is put a ceiling on it. today what they did is they say no longer will we have that ceiling and it's most likely in reaction to the fact that next week everybody is expecting eurozone question and that's going to mean that money is going to flow into switzerland. they had a huge amount of foreign currency on the balance sheet. they are basically the biggest buyer in euros over the last couple of years, and so they buy these euro and sell the swiss franc and it's almost as much as the gdp. at some point they wouldn't be able to hold this peg where it was. today they went out and said, you know what, we're letting the ceiling go. that's it for us and we'll go with negative rates.

a couple of implications to this. so in the longer run it will be dollar positive in that one of the biggest buyers of the euro is gone. in the short term i actually think it's going to be a weaker dollar going on because you'll have people with margin calls on the long dollar verse short swiss franc positions, and you'll start to see that unwind. seeing a little pitt in the after hours when the cme raised margins on the swiss francke futures. now, if the trade that's been going on all year, the buy u.s. dollar, buy u.s. assets begins to unwind, then people will start to sell stocks like we saw today. again, i would watch that. in the longer run, the kind of knock on thing that we don't really know, there are a lot of swiss francke mortgages, people in the uk, in poland, in czechoslovakia, all taking out mortgages in swiss francs because the rates were so low. those mortgages just got 2% more expensive and 20% in the after hours to service so poland,

hungary, these are all the problems. don't know what the knock-on affects will be. i would be concerned with hungary and their ties potentially to russia if you have kind of a problem there. you could have another ukraine situation. that's further down the road. >> let's unpack this a little bit because that's a lot of information. in terms of -- tremendous volatility in the currency markets which will then lead to -- >> drawing attention to this because this is a seismic event. this is massive. seeing a 50% move in one of the major currency outfits. gold is going lower, i've been short gold for a long time and it's been a good trade. this pushed gold through key levels and this underscores the fact that when you let go of the bank, the swiss bank to the euro means the currency are on their own an of the fubar. i think the dollar is going higher. a rush to push differentials between central bank policy. know euro is going. very positive for the european bourses because that's a tailwind for european equities. >> does that make european equities look more attractive on

a valuation basis? >> probably, because we talked about zero sum game. so you'll see money come out of the u.s. equity market and go into the european markets, but if you look -- if you look at it on the basis of dollar strength, i think the dollar has a lot more room to climb. you need to spread out that dollar chart and go back max and see how far the dollar has to climb. that means that oil comes in. that means that gold goes higher. >> bun way to trade this move is through etfs so we'll be exploring here some of the trades in today's edition of fast funds so let's kick it to you. where do you look first? >> one, tim talked about gold, gld, obviously the way to do it. i bought gold futures today, same idea. the other way is if you think -- if you agree with me and think the dollar will get weaker in the short term, next 30, 60, 90 days, udn, your dollar short position and that will short u.s. dollar and long the euro and long the japanese yen which i am, and that's the way to play it. >> on the same gdx, go from gold

to gold minors. see gold, i think it goes higher. gdx, a bit of a double bottom basically around the 17.5 level. i think the gdx has a lot of room to the upside. >> go europe. edg, the dax best performing index in the world outside hong kong but you're long the currency. beware the etf that tracks it on other side. neutralizes your currency exposure and you're truly long the dax. >> deg the pro ultra short and what that does is double lever what the dow jones, u.s. oil and gas index does, so that you two and a half times whatever that index s.be careful. they recalibrate. hold them short term, one day, two days at the most for big moves. >> that brings us to the chart of the day and guy is taking a look at the nikkei? >> halloween they came out and said unprecedented things in

terms of what they would do with the economy to get it out of the doldrums that we've seen for the last effectively 30 years and saw the nikkei go from 14.5 to 15,000 and rallied all the way up to 18,000 at the end of december. why is that interesting? go back to the summer of 2000, where do they top out? 18,000. japanese love to control the markets, yes, the nikkei has rallied and for the wrong reasons. i think they have lost control of their currency, bond and equity markets and this 18,000 level will be a top for quite some time. trading 17 and 1 now. had a nice night last night but i don't think it will last. >> broader markets, there are core impacts. did get weaker reports from bank of america and citigroup. that weighed on stocks and a big move. reversal in oil had been up 5%, down 4%. tim, what do you make of the volatility? >> the banks, first of all, look at levels the banks have completely broken through. we have huge events in bank earnings next week to give you a sense of what these guys are

seeing. not going to talk about the loan exposure. you don't have moves in oil and currencies with how major exposure so this type of move on the swissy and these guys have a lot of exposure in the foreign trade market. a reason they get pushed around on a day like day and the flattening of the yield curve. this is what people are looking at. i think they are overdone and we'll actually find a place that we need earnings and you need to talk about it and the valuations there are the best in the s&p. >> finding the yield curve and citi was talking about good volatility versus bad volatility. >> without a doubt tim said this is a seismic event in the currency markets. you had the swiss franc move 30%, 40% and nobody was prepared to that. we don't know what kind of derivatives are tied to that. these are multiple, multiple standard deviation moves that nobody was ready for and that's why you can get dollar margin calls because people are getting

the margin calls. i guarantee you there's funds that blew up and they will have to start selling. >> they surprised everybody. other central bankers were talking about this. >> right. >> this wasn't a popular move, the ultimate in beg thy neighbor and there will be more activity in the currency markets by governments. >> in terms of the home builder trade, still in kb homes and when do you cut bait on this one? >> i feel like i've turned into a long-term investor and that's code for losing money and i don't want to stop. >> you're bleeding money. >> so why stay in it? >> i feel like a lot of my portfolio is one headline away from popping dramatically. i feel like household formation is at all-time lows. i feel if you see lenar fade and kb moments, stocks specifically, kb homes, trading dramatically at a discount to book value. i think you'll see a pop, but i hear you, it's a bleeding trade you. >> know whales is dramatic. losing money and manifesting

itself in that shirt/tie combo. >> i was off base today. >> questionable. >> trying to be nice. >> like sending a monkey into outer space. >> hate to do that. >> be careful if you do in a. >> coming up next, best buy getting rocked after underwhelming the street with weak sales projections for the half of 2015, but our own tim seymour says this could be just the opportunity to get in and despite today's pullback we'll hear from one guest who says the big run in biotech is just getting started. stay tuned. >> want more "fast money"? now you can catch full episodes any time. >> anywhere. >> on your mobile device, any time. >> and i do mean everywhere. >> just go to cnbc.com/live tv to watch "fast money" on your smartphone, your tablet or your laptop. watch live or get up to speed with the latest full episodes all with one simple click. with market advice this good, you can't afford to miss a single trade. get your ticket to "fast money" -- >> everywhere. >> at cnbc.com/live tv. when it comes to medicare, everyone talks

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apple getting hit today kicking off our top trades. valuation and firm keeping its

price target at 115 and a chinese tech giant is launching its new phone in hopes of challenging the iphone 6 plus. the new phone is shorter, thinner and lighter than 6 plus and will sell for almost two-third the price of apple's phone. tim? >> the downgrade is interesting because they downgrade to neutral and stock could be 80 or 31.40, admitting there's significant upside and like everybody we know the last three months were record setting. 69 million phones sold. i actually think asia will be picking up the slack in the first quarter, but when you look at the mi note, these guys, again, if you want to believe that they can copy and do something almost as good for half the price and that's painful for apple, yeah, this is a phenomenal company. it is on some level almost the apple china in that there's a loyal cult-like following with these guys. very inowe rate issive advertising campaigns. not going anywhere. the number three smartphone-maker in the world and people critical of apple say

this is their problem. >> it doesn't mean they win in china versus ale. it's just that it takes incremental opportunities away from apple and that could be a problem from apple. >> want to go into other places where apple may want to go. >> the issue is everybody is looking for the next catalyst. will it be the watch? we're not sure and get a day like today. i agree with tim. i don't think this note was anything that i would go out and sell but on a day like today if a snowflake falls on a flat plateau everything is fine but if it falls on a steep slope you get an avalanche. >> wow, i love that. >> snow flakes. >> source of funds, don't discount the fact that apple could be a source of fund for people as well. just because it's going down doesn't mean it's a bad company. you can say anything about people's parent, dogs, cats, say something about apple the sky is falling. >> what did you say? >> i'm glad you mentioned source

of funds because we saw twitter down 7%. winner year-to-date 2015, do you think that that was the source of funds today for some people? >> i hope so. i hope so. it was a source of funds for people who were losing money in kb homes. how is it a source of funds? i don't think so. i think people are looking for -- to pull out of those speculative growth plays or pull out of those sketchy plays of what they think. you need a bunch of news headlines to make twitter pop. not getting any of them. people are going no utilities. >> best buy getting rocked despite holiday comp sales rising 2.6% in the u.s. the e tailer says sales could fall in the first half of the year dawe to warn demand and profit pressures. grasso, this is your number one trade? >> this was, this was, and let me tell you something. >> is it no longer? >> it still is. did run 40% from the october lows, but it is serious when a company says operating profits are due to decline when the street had them as increasing,

so there's a bunch of things you have to know about this. they are investing in the future. their omni channel is working right now. i think they are being conservative and dev any. ly sand wagged. >> you've seep gains in the stock. how much have you seen. >> it's up 38% -- >> i'm asking how much of the 38% is in your portfolio because you could have bought it a month ago. >> i thought i made it clear i've never owned the scott. it's been a real bullish call that the stock could go. let me finish. if it hold up on its multiple and things still react well as far as retracement levels this, stock goes up to about $42. can it go up to 50 or 60 this year, still can sgllt question i was getting at is after all those gains, why do you bother with this? >> because the stock was down 15% today and now five times 2015 ebitda. >> but it's still up tremendous,

even with today's drop. >> i'll tell you what, i don't think you need to buy tomorrow though i am very tempted and i might. looking at it today. last two times the stock has done it dropped two doughnuts the last two times it did this. a year ago went down to 29 bucks and i bought it. a stock that has rewarded. >> look at amazon. look the at the move that had from 340 down to 285. i don't think there's anything at triple tops, clearly no triple bottom. >> the major cat lust that could send the biotech trade to all-time highs and the names to own in the new year. later what, your stock picks may mean about your personality? >> a look inside our traders' portfolios to find out who is hanging with the rich in crowd and who is the real hipster on this desk. stay tuned. you just got a big bump in miles. so this is a great opportunity for an upgrade. sound good? great. because you're not you, you're a whole airline... and it's not a ticket you're upgrading, it's your entire operations,

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tonight on "fast money," intel's conference call is sunday way. the stock falling 2% in the after hours session. we've got the latest from the ceo. one trader making a big bullish bet on yahoo! ahead of earnings, we've got the details coming up and what do your stock picks say about you?

find out what our traders' holdings say about their personalities and guess who has the youngest and hippest portfolio. >> wow. >> the answer might surprise you. we start off though with biotech, marks the day, the final day of the jpmorgan health care biotech conference. our next guest says even with today's pullback we're in the midst of a golden edge for biotechs. let's bring in chris raymond. great to have you with us. >> thanks for having me. >> so even after last year with stocks underweight biotechs? >> i wouldn't say they are underweights. funds whose actually dynamic is the most important is that funds have, you know, really a steady stream of dollars coming in, one of the things we've been tracking for a while and the flow of funds and dedicated biotech mutual funds really unprecedented. >> let's talk about your three specific under-the-radar picks, names we don't always talk about, ultragenics is one, one

that we talked to the ceo and you said data in the second half of the year, two batches of phase two data that could really move this stock. >> yeah. i like this name a lot. i do think it's an under-the-radar stock. you know, one of the names that we cover and have for a long time that's kind of knocking on the door of the club of large caps is bio marin, ultragenics reminds them and the ceo came from bio marin. i think when you look at the offerings they have, they have a single -- a couple of doubles and arguably a home run here, and, you know, we had news this week, one of the drugs was pulled forward essentially two years so we might actually get a commercial product out of these guys next year, so, you know, that's a name that i think, you know, can you put in a draw essentially for three years and be pretty happen. >> emac pharma is another one

and you said a recent acquisition is going to put the focus on a product they acquire. >> transformative acquisition. you know, these guys were really kind of a one-tyke pony until a drug called makena. when you provide that with an existing offer, these guys could be knocking on the door of $10 a share in 2018 or even by 2017 trading at just about four times that number, you know, a great valuation and a lot of growth in front of it. >> and then one we don't talk about very often and their lead product is a treatment for lal deficiency. >> yeah, yeah, another sort of bio marin-like name, if you will. they are probably a year or two ahead of ultragenyx but we'll be on market with their lead drug for lal deficiency this year,

and they have two more name products behind it and probably three or four that we haven't heard about behind that one, so really, you know, a discovery engine that we've yet to really understand fully the potential. >> chris, we'll leave it there. thanks so much for joining us. we do appreciate it. interesting picks. >> guy, what are you going by? >> amag, this stock has gone from 20 to 40 in the last couple of months but has had a huge short entrance, approaching 50% so you're in the deep end of the pool here if you get long the stock, but we've seen these prices before. i don't think this move is over at amag. >> interesting. everyone said after a couple of days it saw gilad snap back. still have a place where, first of all, biotech has issues. gilad is probably best of breed and it has a valuation that's very ownable right here at 17 times but the stocks, if you look at charts, it's broken to me, and it's starting to get more back. biotech trades only as well as the nasdaq does, as does the overall market so be careful. >> do you agree? do you see biotechs in the market?

biotech is not a winning trade. >> i would rather play with ibb and get the four names that these people talk about all the time and mitigate your risk. >> coming up on "mad money," cramer's biotech series. the next generation continues with a triple threat of exclusives. jim discusses what lies ahead for the sector and that's come up on "mad money." don't want to miss that. pops and drops, a drop for yelp. >> gets upgraded and goes down 4%. clearly the broader market didn't help. 40 was the early low in 2014. absolutely has to hold there. >> big pop for taiwan semi? >> i don't like buying stocks straight up 9%. would i look for the low of the day, 2191 for that to hold tomorrow, but also go into it a little bit here 25% before you leg in. >> target, pop?

>> big moves, 19 times with canada, about 16.5 times in the u.s., i think it goes higher. >> in the meat space a big possible, pilgrim's pride up? >> youy in he loves meat space. >> did a special dividend, 10% special dividend, stock popped quite a bit here. i don't think you have to buy it tomorrow. wait a couple of days and see if it holds 34. if it does that's your base and you're clear to be in the meat space? and a drop for glitter bombs. for $10 ship your enemy's glitter sends unsuspecting foes envelopes filled with glittery goodness but the demand was so high shipments had to be suspended after 2,300 orders. no word yet on whether the sale of the site has turned glitter to gold. >> it's better than anthrax i get. >> what? >> just saying. >> it's weird.

>> seems like the intent is very sinister. if you want little pieces of glitter all over the carpet. >> gets everywhere, can't get it everywhere and some call it the herpes of the craft store. >> what? >> herpes of the craft store. >> ever go to a craft store, it's everywhere. >> what craft stores are you going to? >> you started it. >> intel beating on earnings and falling on guidance. let's get to josh lipton who was in on conference call. >> on the call a lot of focus on mobile. intel wanted to ship into 0 million tablets. executives saying they shipped to 46 million tablets and mobile unit still bleeding losses. the executives reiterating they promised to be more cost effective in this unit in 2015 and again saying as they told the analysts back in the fall that they would look to twim losses in the unit by about $800 million. with the pcs the executives talking about innovation in there, options that consumers have and the various price

points and the 2015 outlook still maintains a conservative outlook here and calling for flat units in the year and even a slight decline possible in asps. melissa, back to you. >> josh lipton, thank you for that there. what levels do we tray against here? >> 35, 36.60 is a level but the stuck has 37 even on upside and that's why i don't think you have to chase the stock so be very constructive here. >> does this have other implications for other chip stocks? >> qualcomm if you look, thought we had that flush day when it traded town to 6, got back up to 75 and here we are back down to 71. clearly this won't help but the 69..5, 70 level on qualcomm has support. i don't think it will happen this time. >> look at hewlett-packard to see what the impact is on that. had a terrible day today. intel, below 35, 25, as i said on top of the show, pull the rip

cord and sell that thing. >> don't miss an important interview tomorrow morning with the ceo. still ahead, stock picks may determine age, wealth and how you're likely to involvement after break a look inside the portfolios of traders to see what their stock picks say about them. who is the hippest and the richest on the desk? that's next. she's still the one for you. and cialis for daily use helps you be ready anytime the moment is right. cialis is also the only daily ed tablet approved to treat symptoms of bph, like needing to go frequently. tell your doctor about all your medical conditions and medicines, and ask if your heart is healthy enough for sex. do not take cialis if you take nitrates for chest pain, as it may cause an unsafe drop in blood pressure. do not drink alcohol in excess. side effects may include headache, upset stomach, delayed backache or muscle ache. to avoid long term injury, get medical help right away for an erection lasting more than four hours. if you have any sudden decrease or loss in hearing or vision,

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it is no surprise that our trade errs own a pretty diverse group of stocks but what does it say about them as people? according to data it can determine age, wealth and even political affiliation so joining us with more on this cnbc.com senior editor at large eric chemmy, aka. ice, ice, baby. i want to go straight to the results because this is going to be really interesting. so for tim, you took a look at sun edison, alibaba and baidu. >> it allows you to look at the stocks and see each individual name, what the average age is of people who own the stock, the

average wealth of people who own that stock fanned they are from red states or blue states so when we look at your picks that the producers gave me, this is a youthful hipster trying to be trending audience. >> trying to be. >> trying to be trendy. >> closer to 40, not closer to 60, don't have a lot of money, but they are an aspirational type of crowd, very blue state type of investment. >> thank you, i guess. >> grasso's stocks, twitter, apple and yahoo! >> california cool. again, another west coast -- >> i exude surfer dude. >> this is the youngest average age of any of the stock picks we look at. youngest average age and lowest amount of wealth. >> after today it's pretty accurate. >> that's what i'm saying. >> sorry, pal. >> that's what your picks would suggest. >> b.k.'s stocks? blackberry and gdx.

>> this is tricky. >> i don't like where this is going. >> blackberry is the single stock that has the youngest ownership and poorest ownership and gdx is the most wealthiest ownership so you're a very polarizing figure. >> that's 100%. >> but you average out to a vanilla portfolio and with the high volatility in terms of the individual. >> i'm a polarizing individual, i like that. >> polarizing high volatility individual. >> that's what you are. >> you're young. >> see, i'm a gem any. >> finally guy, selgene and intel. >> guy's portfolio was the oldest on average age, 54 years old. >> speak up. 54 years old. >> that's uncanny.

>> are you set in your ways? >> no, because i'm going to the kesha concert. >> none of you guys had any of those picks, none of you had any red state picks. >> what are red state picks? >> walmart is a big red state, oil and energy names, all red states, but if you own an energy name you live in a red state. >> and a blue state. >> all tesla, blackberry, facebook, twitter, all of that is blue. >> and the youngest sort of demo. >> the youngest demo goes with the tech and the plus. one theme.

sort of where these two guys are going. >> right. >> a little bit of group think and a little bit -- >> young, polarizing, old and stodgy. >> old and rich. >> i like conservative trustworthy, how about that for guy? >> maturity level goes up. that's what it is. >> it's the age, not mature. age. >> definitely not mature. >> thank you. >> aka ice. there you go. still ahead, one trader making a huge bullish bet on yahoo!. why the stock could rise more than 15% in the next six months. that's next. it's a fact. kind of like mute buttons equal danger. ...that sound good? not being on this phone call sounds good. it's not muted. was that you jason? it was geoffrey! it was jason. it could've been brenda. take aand... exhale...in... aflac! and a gentle wavelike motion... ahhh-ahhhhhh. liberate your spine... ahhh-ahhhhhh...aflac!

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yahoo! shares fell nearly 3% today but one trader made $1 million bet to the selloff that could be a buying opportunity. mike is over at the smart board. mike? >> saw well over two times the average daily volume in yahoo! options and actually the bet was really quite interesting because what we saw somebody do was roll a foolish bet that they had previously made out to july by purchasing the july 50 calls, paying about 3.5 dollars for those so that's a bet that the stock will get up 15% by july expiration, but there was nothing interesting thing about this. we saw a tremendous amount of call activity before the stock made the room, big move that it

made over here late last october, and that's what they were rolling out of. still about 150,000 contracts that could potentially be rolled. the other thing is this person also bought stock and other stocks as well. big bullish going all the way past july. >> what do you think of that trade, grasso? >> probably interpreting m & a activity that will take place with yahoo!. that would be my guess. >> that's the catalyst. look at sum of the parts, probably a tax efficient way to do something with the alibaba money or buy something. >> mike, thanks to you. for more "options action" check out our live show at 5:30 p.m. eastern time. meantime have to get to some tweets so we like getting them. this is for guy? . what's going on with sillo? >> you've seen what's going on with the home builders, down huge today. i don't think you buy it yet. got to wait for a big volume flush. haven't seen it yet. >> grasso? would you rather at&t or

verizon? >> you know i'm terrible at this game, right? >> i think i do. i would pick telephone if i would rather but marginally, but i'm in the space. i'm in t-mobile. >> you don't know how to play the game. >> i do know how to play the game. why do i have to play the game with those two stocks? >> anyway. t-mobile is where i would play because that's where i'm long and telephone, the chart looks marginally -- >> remember, steve is a little young, a little impressionable. >> this one is for tim. >> is box a worthwhile trade and ipo next friday they expect to place between 11 and 13. what's the max would you bay for box? >> this is a company that's burning through capital. burning through money and had some questions about their financials in their prospectus. as much as people want to believe in box i think this is something i would not be involved in at the ipo. there's too much -- the valuation, first of all, they

will price this thing somewhere around 1.5 billion putting the stock an enormous multiple. would i wait and in this environment, tech ipos, not so good on box. >> b.k., how low can alibaba go? >> theoretically it could go to zero but i don't think it will. you need to look probably closer to the opening price, ipo price. >> such a smart alec thing to say. >> volatile, didn't we learn that about b.k. >> he's polarizing. >> i am polarizing, that's right. you want a real answer now? >> yes. >> okay. $93, that's where you look, that's the ipo price and where it opened and closed on the day that it came public, probably where you look for this thing to turn. >> we're coming right back. you just got a big bump in miles.

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before we get to final trade, guy's got a very important cause he wants to tell bus. >> for the last eight years we've talked about money and try to have fun because it's not life and death and unfortunately i have something that is life and death and i have a chance for all of you nokes to be a

hero out there. my friend john highland beat leukemia in 2010, in remission but he's just opinion diagnosed with another form of laueukemia. he's there and a lot of other folks are out there as well. they need our help. the treatment for this is somewhat medieval. if you go to our website and check it out, you can be a bone marrow donor, and it's not painful and it doesn't cost you anything. you might not be the match for my friend john, but you might be the match for somebody's father, mother, daughter or son. goes a long way. you have a chance to save a life. go to our website, check it out. a swab of the mouth. you can literally save somebody's life. i hope it's my friend john but it might be somebody else out there. a real important cause. >> time now for the final trade. tim? >> awesome. best buy, seen this movie before, took market share, best buy, final trade. >> grasso? >> best buy, but got to hold 33.17, the low of today. >> b.c.? >> best buy, no, just kidding. i would buy some spy puts.

>> joker, joker. >> and if the market is down a lot in the morning, only in down a little. >> guy? >> i'll teach steve how to play would you rather pause he clearly doesn't know how to play. lost cause. newmont mining. >> see you back here tomorrow. "mad money" starts right now. >> there's always a bull market somewhere and i promise to help you find it. "mad money" starts now. >> hey, i'm cramer. welcome to "mad money." welcome to cramerica. i'm trying to save you. my job is to educate and teach and explain things like today so call me or, of course, tweet me @jimcramer. never thought i would say this, never, but i'm becoming a proud american firster, at least when it comes to your american, you