always good advice. always good to be reminded of that. "fast money" is coming up in just a few seconds now. melissa lee, what's on tap? >> an under the radar connected car play. lux soft up over the past 12 months. we have an exclusive with the ceo at the top of the hour. >> good stuff. >> "fast money" starts right now. live from the nasdaq market site overlooking times square, i'm melissa lee. steve grasso, brian kelly, and guy adami. shares are falling. we've got someone who says the stock is still a buy. and pollo loco shares coming upping in the after hours after the company delivered a strong revenue number. we'll debate your best bet in the restaurant space coming up. but we start off with today's rally. a weaker dollar, stronger euro, helping push stocks higher. but currency fears still sparking some on wall street. raymond james downgraded garmin because of currency conditions. and intel cited the currency move when it cut its outlook. seems like we're not out of the

woods yet, guy. despite this rally. >> we're not out of the woods. the dollar is going to parity, if not lower against the euro. dollar strength continues. today made sense i guess if you think about it with the retail sales. does that put the fed back on the back burner in terms of a rate hike? i think it does. weakness in the dollar all makes sense. that said, i still think rates are headed a lot lower. i still think the european rates are telling you something. i understand why the market rallied today. but the retail saelz numbers were bismal now three times in a row. >> i don't want to get t too feddy, could they put the rate increase out to november? >> they could. if they make any type of statement where they focus on inflation o inflation expectations. they would have to have low unemployment and price stability. right now they're failing on the price stability. if you see that next week, then that will push out the rate statement, and they could remove

the patient. that would the dynamic to look for. i took off a lot of my dollar positions primarily because it was so much euphoria. the fact that hewlett-packard got cut by barclay's, and i'm not picking on cla on barclay's. i don't want to be in it. i went to the sidelines. i still think the dollar goes much, much higher. it's just from now until when the fed comes out, it's not a great risk/reward to be long dollar right now. >> this call was based on the currency move since hewlett-packard reported earl earnings. so it's a move that has already happened. they're not necessarily making a call. they're just saying estimates and expectations interest to be ratcheted down in light of what we have already seen. >> yesterday we heard from draghi. draghi doesn't care about a weaker you're reand doesn't care about lower oil and a strong dollar. if there is a strang dollar, to guy's point where we start off the show, stocks have tremendous headwinds.

we're selling off. european stocks selling off, oil selling off. >> all three? >> yeah. i think that would spook the market the most. that's the most unexpected thing. >> we're grading this conversation right now, i think mel made the best point so far. >> of course you do. >> teacher's pet. trying to suck up here. >> you know the point about the hewlett call? the analysts are factoring what it's going to look like when it goes forward. when you talk about intel reported their q 4 in mid-january, the you're reagainst the dollar is down 10%. it's a brave new world out there if you get half of your sales from overseas right now if you're a u.s. multinational. whether you guys think it's going the parity or not, it really doesn't matter. well were almost at parity this morning, a few percent, especially when the currency is moving the way it is. what happens now if we see the dollar just stay within this range versus the euro for a lot of these multinationals? that's the challenge for earnings growth the way i see it for the balance of the year. >> since march, the eurodollar is down 5%. and within this barclay's note, they're not just talk about hewlett-packard, they're saying

lexmark, tech data, as well as xerox. they're also going to feel negative impact because of currency. >> um 5% in 11 days. >> exactly. stunning. >> that's the euro. it's not some fly-by-night cuency that nobody has ever heard of. it used to take a year or 18 months for currencies to move 5%. and not to speak for b.k., because he is more than capable of doing it for himself. but his point was when analysts are starting to look at moves in currencies to make predictions on their stocks, b.k. says to himself, hmm, maybe it's time to take it off. >> my point is yes they're looking at what happened the past couple of days. the dollar has been strengthening for a long time now. it's kind of a little -- to me it's a little silly to now go oh, wait a second, maybe we have a problem with the dollar. where were you six months ago? >> that's true. but this really underscore the fact that perhaps companies are going to be caught flat-footed in terms of they gave guidance based on when they reported

earnings. and now the euro has moved tremendously since then. they may have to readjust. >> i think they're going have to. everyone starts to readjust their portfolio. and i think you're going see guys that don't understand it. because frankly, a lot of people don't get it. all of us have no idea where it's going tomorrow. so to forecast it out six months is pointless. so what do you do with those stages? you pull money back. and that's what you see in the market. that's what you see the market drifting in. shares of intel getting whack falling more than 4%, siting weaker than expected demand for business pcs. joining me is chris rollins. great to have you with us. we're talking about an underperformer year to date versus the pierce and the s&p 500s, down about i guess 20%, including today's move. could it be a case where it is time now to actually take a look at intel? because it said you know what? we're cutting guidance. it's all out on the table. >> othso yes, i do believe.

so three things hit them today. xp, inventories and macro currencies. xp was phenomenal last year. and intel was one of the best performers in the stocks. so xp was a big driver of that. this end of life refresh that we had. that's clearly tailed off. that's what our data is telling us now. inventories. they built a ton of pc inventory into the back half of the year. we're unworking that right now. and finally macro currency. you guys alluded to it there are headwinds here no doubt worldwide. >> are you concerned? do you feel in the next two weeks or so you're going have to come out and say we have to whack our estimates. the currency move has been tremendous. >> we already took our estimates down today. and i think people are underestimating strength that we might get in the back half when you have the combination of intel's new processor sky lake plus the release of win 10 that combo could have a mini cycle. >> let me ask if there is an execution problem at intel.

the things you mentioned we all knew about. we knew the xp refresh was going to be ending. we all talked about it. we've known that the dollar is getting stronger. and if you know those two things, then your inventory shouldn't be building like that. it seems to me there is an issue with how the company is executing, maybe not so much what is going on in the world. >> yeah, i mean, i can't necessarily say when they made that statement in january, they knew where currencies could be two months later. >> they should watch this show. >> probably. the other b.k. should watch this show, the ceo. it's not totally predictable to see the exact xp refresh cycle and what corporations are going to do and timing around that. and all of these things, this confluence of events just hit them all at the same time. it's a hard thing to predict. and they didn't get it right this quarter. >> one of the bear i guess pillars for the intel story over the last year is all the money they're losing in wireless. and they really haven't been

able to make some inroads. so yesterday there was a story going around that they actually had a potential design win into the next iphone 6 or possibly next year in 2016. and for a group that has been losing what, a billion dollars a quarter in wireless, this could be massive, right? does this turn things around a little bit, as you think about, yes, they just told us that enterprise demand and the desktop is weak. but all of the sudden if they are in apple in some mobile products, could that change things for you? >> absolutely. if they were in the next iphone, everything that you saw today -- >> they will be? >> it's unclear. i don't have a view into that yet. i've done my checks with the supply chain and no one has confirmed it on my side just yet. if they were in there and i have done the math, they would more than offset the loss that we saw today in pc units in terms of profitability and bottom line. >> all right, chris. going to leave it there. chris roland, fbr. guy? >> i understand how cheap qualcomm is to shift gears here but stay in the same space. you go back july, a major hiccup in july. the stock got whacked. the same thing happened in

november and recently again on the china news. i think they tried to sort of pull the cover over our eyes with this 15 billion repurchase plan on monday. you saw the stock go from 72 to 74. guess what? it's given the whole thing back. i know qualcomm is cheap. i get it. but the stock has not behaved well, now for about seven or eight months. you have to wonder, is it going to retest those levels we saw back only a few weeks ago to the low 60s. >> so no touch on qualcomm? >> i don't think so. we talked about that the other night. to be clear, just not trading well. and all these people trying to engineer their way out of trouble, it hasn't worked for ibm. you wonder now why should it work for qualcomm. >> staying in the semiconductor space, micron. i thought micron wouldn't step this low. dram prices could be going lower. it's definitely more of a diagram story than a nam story. right here against the 264s

stock, you're well worthwhile paying for micron. and stress no more. a nice rally for banks today. it is time to start thinking about shorts in the financial space? one of our traders spotted a death cross in one major bank stock chart. that's coming up. and meat technology. we have the head of research at one major pharma player to show you how we change the way we treat diseases and cancer. stay with us.

♪ at mfs, we believe in the power of active management. every day, our teams collaborate around the world, to actively uncover, discuss and debate investment opportunities. which leads to better decisions for our clients. it's a uniquely collaborative approach you won't find anywhere else. put our global active management expertise to work for you. mfs. there is no expertise without collaboration.

♪ . >> it's dan's wedding song. what is that? >> i don't know what it is. i'm not in charge of music on this program. >> that's right. i remember now. all right. el pollo loco popping after hours on earnings. dom has the details. dom, help me out. >> come on, melissa, cypress hill, insane in the membrane. >> i forgot. >> at least guy was there for it. >> it's my favorite song. >> because we're all insane in the membrane here on the show. let's talk about loco. el pollo loco shows up.

438,000 shares have traded. the company came out with a beat on the bottom and top line. it forecast 2015 earns per share in a range of 67 to 71 cents. the mid point of that narrowly beats the average analyst estimate of 68 cents per share full year in terms of a forecast. you can see the shares higher. remember, let's talk about this stock in context. this thing ipo'd at a price of $15 per share. as we're showing you right here, it got up as high as $41.70 on the first day of trading intra-day. and then you can see how far it's gotten, all the way down to where it is now. a nice rally year to date. still, it's got a long way to go. this is wound telephone ipos that a lot of people talk about with food. they liken it to what is happening with shake shack right now, if that's the kind of trade we're going to see. melissa, el pollo loco very much a focus for a lot of investors here. >> all right. thank you, dom chu. loco, shake shack, habit. ipos hot out of the gate and then they fizzle. now what? >> and they do fizzle.

a name that guy talks about a lot, jack-in-the-box. it's up 22% year to date. el pollo loco up 18%. i would stick with jack-in-the-box. i don't know what's going on with the chart but it looks great. >> nosebleed territory. >> but it's been nosebleed territory for $25. dan did a great -- what did we do the other day? mcdonald's should buy shake shack? but mcdonald's should, you know what? forget shake shack, shea they should buy shack. a huge mistake. huge mistake. huge mistake. >> you think they should buy all of jack? >> why not. it probably would, an $8 billion, $9 billion, not ridiculous. >> guy just mentioned that great call i made in shake shack. the reversal today, 14%. you know, after lowering same store sales, they guided the full year revenues about $160 million for the year. mcdonald's does $70 million in sales a day. so these guys have a lot of room in my opinion.

the price action today just tells you people want to own it here. i think you own it until there is a piece of bad news where they really sell it and keep it down. >> i actually like loco here. it's traded very well. the reason why i like it is purely on a risk/reward basis. it's trading around $24. now we bounced off of that. you know exactly where your stop. it's below 24. and you have the upside. the way the restaurant stocks work is they continue to open the stores and everybody gets all excited about them. i'll go out on a wing and say i like them. >> see what he did there? >> not that fun. >> in that was great! >> speaking of food, another suspected case of bird flu popping up in arkansas yesterday, taking all the major poultry producer stocks with it. we'll talk to joe sanderson of sanderson pharmacy joins us 5:30 p.m. eastern time on "fast." twitter, after axiom capital commented on ad trends am push noting a major pickup in dollars going to twitter in the first

quarter, saying twitter is a must-buy for advertisers. grasso? >> advertisers love this because twitter is instant. you see it, it pop up. it has the sense of urgency, the immediacy of the trade basically to put it in our terms here. you see it pop up. it's actionable. but i'm still nervous about the way it's trading. i already lightened up. i'd rather buy it on momentum. >> why hold it, though? >> because i think we're in for that moment where maus get an awful lot better, and you're in for that rip to maybe mid 50s to mid 60. but a place holder right now. >> so you're watching monthly active users. >> yes. >> i think it's going to take something sort of strategic other than that. you look at mau arizona and engagement growth in the last quarter, it was nothing to get excited about. i'm not certain show throeing a bunch more ads on to the platform is actually going to make people engage more. it actually has the potential to turn it off. so ad loads is going to be an important issue as we go

forward. so to me, it's got to be something strategic, some kind of partnerships to broaden out the user base in a way. i'm long and i'm okay with it. here. i'm with you in a way. i don't think it trades particularly fantastic here. but i think something is going to have to give. i am a little worried. i think sentiment has gotten a little too rosy a little too fast. up next nelson peltz fighting back against dupont's refusal to grant him a board seat. he has called to break up dupont. he spoke earlier today on "squawk on the street." >> the most efficient way to get rid of the 2 to $4 billion of excess corporate overhead and it's mathematical, and i can show it to you, the most efficient way is to break up the company. but i said that we have an open mind. if management can convince the board, and they got to convince the entire board that they can achieve the metrics of the stand alone comps, whether it be on

sales growth or margin, if they can achieve those metrics and keep the company together, we're all ears. >> guy adam my? >> well nelson peltz gets a bug on certain things, he is a tough guy. you're not going get rid of him. so something is going to happen here. at 18 times forward earnings, dupont is probably not expensive. but it's certainly not cheap. but i'll say this in terms of the stock. you're at levels now that we topped out at back in 1998 so if you're buying it here, i think you're sort of playing with that old double top fire. i'd much rather look for a breakout above 82, then catch on the back of it then. because i think given the run the stock has had, steve mentioned nosebleed territory. well, dd is nosebleed territory. 28 of 31 banks passing the fed's stress test. but with the fed meeting on tap next week, dan was thinking maybe this is a potential short. >> well, yeah. here is the thing. you don't really want to short the ones like the investment banks, goldman and morgan

stanley. they were great price action today. the news is good. when you think money-centered banks like jpmorgan and citigroup also acted very well. bank of america sticks out like a sore thumb again. it was red on the day. we know they have to resubmit their capital plan. it was a conditional kind of pass and they're going to get it. that's two years in a row. when you look at the stock trading the way it, down 10% on the year and it just can't get going when the whole sector is, to me there is something going. >> you're thinking bank of america specifically is the short? >> bank of america. this is the death cross. this is when the 50-day moving average crosses below the 200 day and maybe a little confirmation by us here. this is something that just worked out really well in microsoft before it just turned down from 44 down to 41 over the last two weeks. so to me, here is one where if you get a continuation of the strength in these other banks into this fed meeting on wednesday, and then if they get any bit more or they remain dovish, let's just say, the banks are going to sell off here. if you're a trader, you want to sell the ones that have poor

momentum. bank of america, that cross is telling you that's the one to go for. don't attempt to short the really strong ones. >> this is a very short-term short. this is just going into the fed meeting next week. theoretically, bank of america will pass when it resubmits at the end of the third quarter. >> of course. >> it will make it its business to pass. >> and they will pass. the point is today they shouldn't have been down and we know that. there is something else going on here that people are not like hearing. as a trader go, after the ones with poor strength, not the ones that are acting very well. >> yeah, i actually like this trade, especially going into the fed. for me when i look at the world economy, and we saw it with intel today. things are slowing down. when you have oil come down as much as it did, whether it's supply, there is some demand there, there is telling you there is a big slowdown going on in the world that means the yield curve is going get flat. these banks are not going to make the money everybody thinks they were going to. >> i was surprised jpmorgan traded as well as it did considering the buyback wasn't as big. >> jpmorgan traded well morgan

stanley traded even better. goldman sachs was somewhere in between the two. they got caught up in the rising tide thing. i'm still in the goldman camp in the earnings. i think their division knocked the cover off the ball. i'd rather be goldman right now than the other two i mentioned. >> everyone talks about the banks. the last time i was on we had this discussion. everyone is around flat except bank of america is down 10%. but if you look at the wealth management stocks, you said i sound like a spokesperson the other day for e trade. if you look at e*trade and charles schwab. >> do you think the markets are going to pull back? before you said euro stocks as well as s&p, they will pull back. >> right. >> will the retail investor still be trading? >> yeah. i think that's what actually gets guys engaged more. the better question is i think all stocks, if you think the market is coming in, 70% of the overall market is coming in. the trades in the overall market. it is the overall market. i still think when rates rise,

those are the two names you want th to be in. big bets on electric new science that could reinvent the future of medicine. we have the details after the break. and later, has the poultry trade gone to the bird? tyson, sanderson, pilgrim's pride. also renewed bird flu concerns out of arkansas. we go straight to the source sitting down with the ceo joe sanderson for his take. that's later on. when i'm on "fast money," it's a complete rush. it's fun, but it's all about the trade. >> in trading, there is rumors and fax. when i come to the show, i spread the fax. >> everyone on the show is a professional trader. >> we put our money where the mouth. the easy money is made going with the consensus. the big money is made going with the counter trend. >> and we're always trying to look for what is the next trade. not what is the obvious trade. but what is the trade nobody has taken a look at, nobody has put on that, you can put on tomorrow. >> "fast money," weekdays 5:00 eastern on cnbc.

big pharma placing big bets on brand-new technology. glaxosmithkline developing a brand-new way to possibly conquer diseases from cancer to arthritis. using electric signal inside your body. joining us is meg turrell and

glaxosmithkline chairman of global vaccines. meg, start with you. can you explain what this is? >> i will try and they'll correct me if i get it wrong. it's a fascinating new idea. we know about pills, injectable medicines. glaxo has been trying to think of a new way to deliver new medicine and treat disease. what they want to do is tap into electrical signals that govern all of the organ functions in our bodies. by doing that with really tiny devices, they'll be able to clip those on to nerves and control the things that are going wrong, the signals going to our organs causing disease or other things. they even talked about infertility as something they could potentially address with this. super fascinating. probably a few years off from market. >> can you give us an example of how this might be used, what the first application for this might be? >> well, if you take an example, for instance, when you have asthma, your muscles around your lungs get contracted and you can't breathe very well. we can control the nerves that control those messages as far as using a device that is as small

as a grain of rice and relax the muscle as soon as we read that they got the signal to get contracted. so you prevent an asthma attack. >> so that grain of rice for a reference out there, it's on a hockey puck. >> of course it is. >> guy adami's hockey puck. >> but that's to give you an idea how tiny this mechanism. is this a way of the delivering medicine that might already be approved or does this open a new field of medicine that will depend on that mechanism in order to be approved? >> this is totally new. normally today when you have a medicine, what you do is you use a shape, a structure, a chemical to come and talk to your body. what we're using here is what our nerves use to talk to our organs. they use electrical impulses. these little nanoprocessors would be grafted surgically on the nerve just close to say your liver or your pancreas or your kidney, and they would read how

your nerves control your kidney. and when they read something wrong, they will correct it. that's how it's supposed to work. >> and so how far away are we from getting, think about a pacemaker being about the size of a hockey puck to a device the size of that grain of rice. how long is this going to take? >> the first thing, actually now over the past two years with quite a large number of collaborators that we have across the world have shown that many different organs can be remarkably controlled using nerve signals. but we're using call them first generation gross devices that are not as big as this, but not as small as a grain of rice. we're working also very hard at miniaturizing the devices. and i would say probably in the next three to five years, we should be there. >> so it sounds like this is more akin to a medical device as opposed to a drug or a pill. does that mean that the drugs, for instance you use the asthma example. the drugs that are used to treat asthma will then be obsolete once this device is out in the market? >> i wouldn't think so.

i think this would come next to the existing medications. there may be instances where it would be curative, but i think this would be more the exception. but many instances this will further improve and build up on the benefit of the drugs. >> this is fascinating. i wish we had more time. moncef, thank you so much for joining us you love this stuff. >> i do. the same way dan was talking about the death cross you want to look at the momentum and the name. i pull it back from the 50-day. i pull it back to the 20-day. the 20-day is turning higher. it looks like the stock is gaining some momentum. it's making a series of higher lows. so it might be a good spot to enter. >> i mean, it's incredible technology. if you think about what they're actually going to be able to do with this, and the fact that it's a bigger company able to do this. to me, it makes glaxo a great buy right here. again, you have a very defined risk reward. 45 the low side. it's trading at 48. >> they might have to use two grains of rice on your body.

>> most likely. >> that's not nice. >> on my brain. >> big guy, b.k. -- >> here is a stock that has been meandering for the last couple years. meg was actually about a month sore good. we talked about that sempra, not that it's in the same world. take a look at what the stock has done. in the vaccine world, stocks soar from 27 1/2 to 36 and change today, up big. that's a name that still has momentum to the upside. still ahead, bird flu most recently found in another flock of turkeys in the state of arkansas after an earlier case in missouri this week. and the poultry producer stocks taking a hit. the ceo of sanderson pharmacy joins us live after a break. and later, ever dreamed of sitting back and relaxing while your car drives itself? yes. we've got the company behind the software that can make that happen in the next not too distant future. back in two.

still ahead on "fast money," live from the nasdaq. poultry fears. we've got sanderson's ceo to give us the view from the front lines. plus, the under the radar way to play the self-driving car phenomenon. the stock is up 28% this year. is there some more room to run. and nike to report earnings

next week. how do you play it? dan nathan has a very special "options action" coming up. poultry pharmacy under pressure after a highly contagious strain of bird flu was found in arkansas and missouri turkey farms this week. let's bring in joe sanderson, who has farms in georgia, texas, and mississippi to name a few. he joins us on the "fast" line. joe, always great to speak with you. >> good afternoon. >> what can you tell us about sanderson pharmacy? is sanderson pharmacy bird flu-free? >> we are. we don't have any operations in the states where the avian influenza has been detected. >> how do you protect against possibly it spreading? the president of the usa poultry and egg export council said wild migratory birds are heading north. and so there is an unbelievable risk, those are his words for infection. >> it is a risk, no doubt about that. the main -- it's very simple to do this. not easy, but it's simple.

first thing you do is limit traffic on the farm. don't let anybody come on your farm. and the second thing you do, you have foot baths. anyone going into the house, into the chicken house has to walk through a foot bath that has an anti-microbial in it, which will kill the pathogen h5n2 pathogen. those are the primary things you do, melissa. you follow very tight security. if you move from farm to farm like some of the service people do, you change your boots. and you disinfect them when you go into the chicken houses. it's very simple. but it's something that has to be done to protect. >> you know, joe, this outbreak, or these cases happen at a very interesting time. this happens as mcdonald's says that they're going to use

antibiotic-free chicken. are antibiotics key in keeping this part of the food chain bird flu-free? >> no. antibiotics doesn't protect against this. there is no antibiotic will treat this. if the birds get this, they're going to get sick. they're going to depopulate themselves. and if they get it, if they don't die, you're going to have to have -- you're going to have to put them down. and they'll never be able to leave the farm. >> are you seeing anybody -- are you seeing any demand drop off at this point? >> no, no. we haven't seen any of that. this particular strain is not dangerous to people. >> okay. joe, we appreciate you coming on and telling us the facts about this. joe sanderson, the ceo of sanderson pharmacy. these stocks across the board have gotten whacked. >> thing is close to a 40% short interest in sanderson, safm. this stock is not expensive at ten times forward earnings.

it's down 25% in the last six months. for an investment, i hate even saying this. for an investment i think it's a no-brainer. for a trade, given the short interests, understanding the headline risk, i think it's really pretty interesting right here. >> it's interesting. even starting from the beginning of the year, this had been a favorite hedge fund short because there is thinking that corn prices would increase this year. >> right, right. and we still don't know what the spring thaw is going to bring for the corn belt. so that actually could happen. if you want to play that, i think you go like a dba. but i would look at conagra foods if you're looking in this space. had a really interesting bounce off at 33 1/2. i like that here. >> you like all those space. >> i do. time for pops and drops. big movers of the day. we got a big pop for lumber liquidators. >> talked what he had learn about lumber liquidators. stock up big today. one of telephone things we mentioned, i have to mention it again. when you have a big short

position, keep your mouth shout shut. you should have learned from big ackman, i think. to me it's just hubris. it might be going to deer zero, but there might be a lot of people shooting against him. i think you saw that today. pop for walt disney. up 4%. >> a me all-time high. a lot of value option particularly calls in short dated calls. people see this going on here. so new highs over the next few weeks here. i just want to say, they have this shareholder meeting. they talked what is the road map for the movies. they have a frozen shortcoming out with cinderella, avengers, new "star wars." and they laid out how many more "star wars" there are going to be over the next few years. this thing there looks like nothing to stop it. droop door peabody energy. >> down 5%, making the 52-week low club. lots going on with this stock. most recently cfo talking about the balance sheet. this is a tough sector to bottom fish in there. could be more bankruptcies before the bottom is in. i would stay completely away

from this name. big pop for men's wearhouse. >> you don't buy stocks like this. you know you talk about the three-day rule on this one. the stock is up 18% year to date. i would give it a couple of days to breath here. it has to hold the $50 level on a chart. give it a couple of days, see if it holds. >> box sinks in today's session despite blaming its miss on an analyst error. aaron levy explained the decal on cnbc moments ago. take a listen. >> the thompson raiders number which drove -- had a different eps calculation unfortunately included miscalculation of the number of shares. thompson reuters corrected the number. they landed at the 199 figure. we beat the estimates from analysts. we think we had a great quarter. for the most part we're focused on execution. we had great quarter behind us. we have a lot of growth going on this year. our number one focus right now is absolutely on execution on

the business. >> well, the problem is that execution on the business, the revenue guidance was abysmal. >> well, yeah. maybe it was a great quarter. maybe the analysts got it wrong. but the guidance, what does the analyst have to do with the guidance? kelly evans had a great interview and i think jim cramer had a great follow-up saying maybe they're not ready for prime time. and as great as your quarter might think it is. if the stock is down 12% on the back of it, it wasn't all that good. >> i would completely agree. this is the is the nothing to do with share count. not only that, as we talked about last night, this wasn't a surprise to them. you knew that the estimates were wrong. so why wouldn't you go out and attempt to fix that ahead of time? to me that shows an issue with management and guidance going forward is terrible. so i stay away. >> we talked it in this name and relative to others. this is a massively commoditized speculate space here is a company that has come to market here. they're a small player. they're going up against behemoths here. very soon, you're going to see the big guys turn the screws on it. that guidance could continue to get worse. still ahead, a car that

could possibly talk to other cars and interpret weather forecasts? it might be closer than you think. the company behind this technology, after the break. hungry equals overshopping.

at ally bank no branches equals great rates. 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. welcome back to "fast money." we're watching shares of ulta

beauty salon here. the shares are up by about 6%, 7%. they're now almost 8% in the after hours trade. about 440,000 shares have traded so far. ulta salon reports earnings and sales have come in better than expectations. they said comparable store sales this fourth quarter up over 11% that handily beats analysts' estimates for a 7 1/2% gain. ulta also guides their q1 revenues. ulta certainly shares we're watching in the after hours, guys. back over to you, melissa. >> thank you. beauty supplies, i turn to guy adami, logically. is there a bleed through to estee lauder? >> all i know is they must be working on steve. look how handsome he looks tonight. >> hang on. my cool face right there. >> face of ulta salons right there. steven grasso. >> in the retail sector, people are obviously spending. >> hey, what about me?

just bought that blue mercury. >> what i'm saying is macy's, i'm in karen's seat right now. see i'm going to talk about macy's here. listen, i didn't think the guidance was that bad. they talked about this being a transitional year. they're going to integrate that acquisition here. and macy's has 100% of their sales in the u.s. that's where you want to be right now. all right. from apple car rumors to google's self-driving vehicle, we've been hearing a lot about the automobile of the future. one big under the radar winner could be the software maker. shares of luxoft, a sis-based software maker are up more than 25% this year. in addition to providing software for the financial industry, the company also supports auto technology. and just announced a partnership with swiss automaker. joining us on a cnbc exclusive is luxoft ceo and president dmitry loschinin. great to have you with us. >> likewise. >> how big a part of your business is the connected car market? >> it's not that big. it's a little more than 10%. but it's one of the fastest growing. >> what you working on currently?

>> well, we do several things. we are heavily involved in the hmi space and the connected car space. everything related to autonomous drive computer vision. so kind of the next generation of cars. >> where do you fit into -- we know, you know, investors know of certain companies that are already in the publicly traded space like a mobileye that are involved in the movement towards self-directed cars and vehicles where. do you fit in? do you have relationships with some of the major automakers? >> we do work for automakers. we also work for some of the first year suppliers. so like just to give you an idea of the magnitude of the work which we potentially can do, the premium car today has more than 100 million lines of on board. this is ten times more than 787. 100 times more than a spaceship. and so it's eventually turning

into an iphone on wheels with only one exception, that you don't want your iphone to reboot, you know, or to hang up while you drive. so there are a lot of security issues that has to be tested. and the complexity is just growing exponentially. and that's exactly the place where we fit very well. >> talk to me about buddy. this is the truly autonomous car, correct? >> yeah, it's a concept car. you can play. actually, if you put this car on the street today, if you put millions of the bodies on the street, they will drive autonomously. so if you just hold the sensor, suggest what technology can do today. you have to resolve many other issues. who is responsible if there is a collision. and a lot of things comes from the human factor. >> i want to switch gears, because part of your business is risk management software. >> that's right. >> one of your biggest customers is deutsche bank.

they failed the stress test again today. that stock was down today. your stock is down today. is there a risk here that you would lose some business because you're the primary supplier for deutsche bank's risk management software? is there any sort of risk that you might lose this contract in particular? >> we try to see this as an opportunity. it's a sad move for deutsche bank. but they'll have -- and it's not just deutsch. they in the industry have to put more focus on complying with regulations. it's a matter of life and death for them. and for companies like us, you know. we'll have to provide more support for them. >> all right, thanks for coming by. >> thank you. >> dmitry loschinin. >> they're in a couple of really huge growth areas. we just talked about regulatory compliance and that sort of stuff. that's massive. you're going to get scared away because the stock is up 28% on the year. it just broke out. when you look at this thing two and a half times sales and take the mobileye component and look at this at 25 times sales with a

$1.6 billion market cap, i could see no shortage of people who would be interested in tucking this into some of their businesses. >> acquisitions. breaking news here on big ackman. dom has the details at headquarters. >> these are some "wall street journal"-dow jones headlines coming across here that federal prosecutors have interviewed people tied to hedge fund manager bill ackman and his pershing square capital in a probe of potential manipulation of herbalife stock. this, again, according to a report from "the wall street journal." this probe is by the fbi and u.s. attorney's office. it's examining whether false statements were made about herbalife in order to spur investigations and/or lower the company's stock price. the story from the journal goes on to site a statement from pershing square, from a spokesperson saying that they are proud of exposing the pervasive victim nation of herbalife by millions of people and would welcome any scrutiny of these efforts. they feel as if they have been completely transparent about their position and their research and we have acted

lafley in every respect. that's their said of the story. herbalife shares in a very thin trade, 41,000 shares have trade so far. back over to you. >> thank you, dom chu. you mentioned this guy. >> prescient is a great word. it has a c in it. >> it's the same sort of scenario. >> it's the exact same. it's the exact same. and we spoke about why wouldn't you -- why would you put such a bulls-eye on your back? i don't know what is going to happen. again, with lumber liquidators, with whitney tilson. but if they can have an investigation into herbalife and bill ackman, why can't you have similar? because "60 minutes" episode. >> right. >> the stock gets whacked. management comes out and says wait a second. this story is not over yet. and typically, it doesn't end well for short sellers. coming up next, why the options market says nike could be gearing up for a 4% move on earnings next week. we got the trade when we come back. ♪

i'm almost done. [ male announcer ] now you can pay your bill... ♪ ...manage your appointments... [ dog barks ] ...and check your connection status... ♪ ...anytime, anywhere. ♪ [ dog growls ] ♪ oh. so you're protesting? ♪ okay. [ male announcer ] introducing xfinity my account. available on any device. great day for nike, but traders are betting the stock is about to run into trouble. dan's got today's action. dan? >> options volume ran about two times daily average with puts outnumbering calls there. there was one big trade there when the stock was about 95.5. the trader bought the april 10 weekly. i'm not going solve to go into

the details, but targeting a break even of 9435 on the downside. the trade makes the most money at 91. it's down about 6% from the close today. and when you think about it, the options market implying about a 4% one-day move after results next week. that's really what they're probably targeting here. when you look at the chart here, the thing for the last five months it's spent a lot of time right between 90 and $100. it kind of got back up there just a couple of weeks ago before we had the sell-off. so what am i trying to do here talking about this ratio spread? i think the investor is looking to sell more options than they're buying. but they're playing for a move down 5% inline with that implied move next week on earnings. >> thanks for that, dan. coming up on "mad money" tonight, cramer is take over cnbc headquarters as he celebrates ten years of "mad money" with a life studio audience. he's got exclusives with the ceos of boeing and chipotle. and if that's not enough, you don't want to miss what is without a doubt the most shocking caller in "mad money" history. >> let's take a call.

go to tim in california. tim? >> hey, jim. i'm calling from cupertino, california, to be exact. this is tim cook at apple. [ laughter ] >> the look of shock. all that and much more coming up on "mad money." we're just moments away from that. we got your first move tomorrow when we come right back. stay tuned.

i take prilosec otc each morning for my frequent heartburn. because it gives me... zero heartburn! prilosec otc. the number 1 doctor-recommended frequent heartburn medicine for 9 straight years. one pill each morning. 24 hours. zero heartburn.

at mfs, we believe in the power of active management. every day, our teams collaborate around the world, to actively uncover, discuss and debate investment opportunities. which leads to better decisions for our clients. it's a uniquely collaborative approach you won't find anywhere else. put our global active management expertise to work for you. mfs. there is no expertise without collaboration.

time now for the final trade. let's go around the horn. grasso? >> disney. i've been bullish on the stock since low 90s. check the tape. i still think it's a buy. >> beakers? >> about two weeks ago which is a fortnight to use on the metric season, i said to buy up. time to take some off. >> dan? >> microsoft, then intel. i think you stick with the qqq short here. >> guy? >> without j.c., that's jim cramer, without his success there is no "fast money." way to go, jim. tiffany's. wait for the bottom. i think you got it today on the great itf. >> i'm melissa lee. thank you so much for watching. see you back here tomorrow at 5:00 for more "fast." meantime, do not go anywhere. a very special "mad money" with jim cramer and his surprise caller apple ceo tim cook that begins right now. happy tenth, jim!

er pro telled by one audacious idea. then wall street belongs to everyone. how do you define ten years? >> mr.