but janet yellen in providence, rhode island talking about the economy that will be a big focus for the markets. >> thank you both for being here this afternoon. that does it for us on "closing bel bell". >> weakness in sales on walmart, macy's, kohl's. maybe it's time to blame apple. we'll trade that. >> or buy williams sonoma. >> "fast money" starts right now. overlooking new york city times square. i'm melissa lee. tonight on fast you might want to press that flight attendant button. one of our traders says the sell off is the perfect buying opportunities and explain why. plus thousands of protesters are pushing for higher wages at mcdonald's but there's a bigger problem for the golden arches. the sales call first getting under way. we go live to san francisco to listen in on the call. but first let's trade that move

in sales force here on the desk. it's moving higher in the after hours. dan. >> the actions market was implying 4.5 move. it sold off 10% after the highs after there was chatter there was a deal or the company was fielding deal offers. the sentiment had come in a great deal. i suspect they will sell this. the company said they won't comment on m and a here. that's the reason to own i want at this point. very expensive stock. did raise guidance for the next quarter. the guidance for the full year is in line. i can't find too many reasons right now to own it other than you think there's a $55, $60 billion deal coming. >> on valuation it's ridiculously expensive. somebody will make a move. look at the way ibm has traded. had the big spike up, a subsequent sell down, then very quietly the stock is back to 173. if anybody out there that needs

a deal like this and probably in a position to make a deal like this it's ibm. >> who needs to buy stock that trades 95 times next year's earnings. it's funny all the ceos stepping in saying we're not the guys. and they have largely commoditized products. we all want -- ibm needs an answer. >> the best i think candidate out there right now is microsoft. i think it fits into their wheelhouse better than anybody out there. but there's a plan. if you listen to him today. he's talking about $7 billion in revenues, looking for $10 billion. >> he's not going to show his cards. we'll say we're on track for $10 billion. >> there's some movement around there. he does not have to be taken out. look at the growth he continues to show. corporate america the money that's being spent there. the growth on those revenues,

the sales numbers are impressive. >> why does microsoft need them. analysts like week said cloud for microsoft will be $20 billion in sales in two or three years. they are moving away from the old sales model to a new one and hopefully 20%, 25% of their sales. >> not that they need them, they want them. >> at this point is there still a take out premium within crm? >> absolutely there is. there's also i think a premium about business that they don't have and that includes europe and global business. trades 95 times europe's 18%. the m and a activity doesn't help these guys do their data. they close big deals with big u.s. corporate clients. >> one other good thing operating margins were close to 12%. street was down at 10.5%. it's moving in the right direction. as a standalone company the stock is fairly priced but it feels like something is in the

works with somebody. >> let's get more on sales force and bring in the senior analyst at ubs. he has a buy rating on stock. great to have you with us. you don't think a deal will happen but you still think this is a buy? >> we do. we don't think a deal will happen. mark wants to look forward. if amazon or google basically entertained an opportunity perhaps you would look at it. but i think mark has created a $45 billion market cap organically. maybe a few several billion dollars m and a over the last 16 years but he doesn't need to do this. he's the envy of the industry. we've been bullish for many years on the story. we continue to be bullish on the platform they are building and certainly tuned valuation concern but if you look at s&p

couple hundred billion cap they still have a lot of room to go. a lot of companies we cover in software have not been able to replicate anything near to what sales force platform is and we think, again, there's a lot of companies that we work with that have said we can't run our business without salesforce and that's the great underpinning of the story what the customer is saying, the customer still believes very highly in the product. >> are we getting any more detail on sales along product lines. this is the first time they will break it out and people will get a glimpse of what the sales are like and whether or not they are slowing for their core business which help sales people keep track of, i guess, leads. >> yeah. i mean if you look at the sales of 9% that was the slowest and oldest business and largest percent of the revenue. their service platform grew 38%

and marketing 29 and platform grew 26. if you look at the other businesses they are growing at multiple times the sales cost. customers are buying this as a platform. so all the cios we talked to say they commit to the platform. there's so many analogies how do they interact and this is a revenue allocation game that becomes harder as they go forward. most customers are buying it as a platform. the core sales business will slow because it's the biggest business. biggest source of revenue. >> we'll leave it there. thanks for phoning in. we appreciate your analysis. let's get to a story that gripped the street during the trading day. a brutal day for the airline space. all the major airlines losing altitude on the back of southwest announcement that its passenger revenue will drop this

quarter fueled in part by the company's international expansion. southwest saw its worst day since october of 2011. and doug parker talking about two subjects last night. >> a lot what you're seeing what's happening fuel prices have fallen. more capacity has been added. capacity in excess of the growth and demand so you're seeing revenues falling at a time that the -- you know, somewhat in a catch up for what's happening, our largest cost has fallen 30%, 40%, not an instant change. some capacity success added not by us by some of our competitors and we obviously will respond to that. >> are the airlines back to their old spending undisciplined ways? >> seems like it. there's a stand off between ground and cutback capacity. the available seat miles is something ultimately these guys are all fighting to increase at

a time when gdp may not be. so for investors that said everything is different in the airlines industry, margin expansion is a tail wind, it's a very challenging time today. >> at the same time are some airlines -- are you convinced that certain airlines will be more disciplined than others? >> i would hope so. i'm not convinced because we know the history of what happened. right now the reaction. we talk all the time restraint. have they been able to show that restraint. they have. if they brought out capacity and it's close to whatever gdp is, i think we're okay. they start to exceed that, that's basically the benchmark. that's the level they got to look at. if they exceed that. if they start growing that capacity past what we see in terms of gdp then we have a problem. >> what do you do now? investors are selling this as if it's news, like it's happening. >> some of the charts have broken. ual look like it's broken down now. that stock since january. most of these names except

jetblue topped out one january. ual look like it's broken. delta looks like it can long around the $42 level. jetblue obviously traded down in sympathy today but i think that story is somewhat intact. i think when you hear mr. parker say we're going to act in kind, what he said is scary stuff. when one guy goes the rest go. delta goes 42 and jetblue. >> if there's trouble in airlines, there could be more trouble for transports which is a group that has not confirmed recent highs on the broader market. >> you southern like a dow theorist. >> the airlines all year haven't acted well. one or two maybe had new highs. they have been in down trends. when you broaden it out, fed exnever made a new high. ups had some problems. to me i think when you look at the airlines today it was just such a crowded trade. when you see the volume that traded to the down side and the

ferocity of selling it may not be done tomorrow. there will be sellers on balances for days. >> again, this is the airline industry. the industry that has disappointed investors and not able to live up to capacity discipline. this is the problem. why dan said it was a crowded trade. i don't know you say this is the same issue for fedex and ups. fedex if you're seeing weakness on the back of this news in the airline sector you're buying fedex. >> what are you doing with your airline holdings. >> delta to me i got out a couple of days ago. i felt it was starting to run into technical resistance around this 48 level. around 43 as guy said i want to see the stock hold their level. 43 at delta, hold today look towards the end of the week maybe monday. >> coming up next last night a top analyst told you to buy yahoo! on the selloff. the stock surged today.

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welcome back to "fast money". williams and sonoma shares are climbing up faster. profit and sales came in both above estimates. high end home retailer issued guidance that fell a little bit below market suspectations citing among other things the west coast port shutdown and increased competition in a crowded area. but they did cite this idea their brand stores are doing very well. those shares reacting. shares of learning brand issued weak guidance for the current quarter despite a slight beat. sales came close to estimates but did miss shares. they are down by 1%, melissa, in the after hours trade. back over to you.

>> william sonoma. >> when it comes to retail names, names that have brand and ecommerce presence that's very strong. that's what williams sonoma brings to the table. their ecommerce is something that's been growing over the years. their brand recognition. home has been a very solid place for those that have the right items. that's something we actually got through target as well. >> apparel has been very difficult. >> l brands, i don't think the quarter was a disaster. second quarter guidance was a disaster. we have some gratuitous -- >> we were talking about l brands. >> there's other brands other than victoria's secret. >> i appreciate what's going on. >> improving margins. i would say this stock has been parabolic for the last four years. if this selloff doesn't sustain

itself tomorrow it will go higher. >> sticking with retail. could the mystery of underperformance be coming courtesy of apple. take a look at this shot. you tweet this out. apple literally writing out how you can utilize an ipad to link to your mac book, and then to your watch. are people spending all their time and money on apple than regular retail stores. >> that's 4,000 worth of technology. a lot of people have some combination. since the iphone was introduced in 2007 apple had $24 billion in sales that year. they are supposed to have $225 billion in sales this year. since then they had almost a trillion dollars in sales. it's come from somewhere. what i would say is most of those products on there are discretionary items and come from a lot of these retailers that had a tough time over the last two years with a very

challenged consumer that seems more interested in buying, you know, that sort of gear than maybe new jeans. >> i feel we have this conversation in some form every year especially around christmas time. it's always apple. but all the retailers seem to manage okay. this time around it does seem different. why? >> we've seen retail weakness across the board in other places and people want to point to that fuel hasn't been the tail weind we wanted. discretionary income has only so much to give. what does this mean for best buy. for retailers of apple products that are not apple. best buy is a name that's been beaten up. if you look at the valuation and turn around in the story this is a very interesting time for this retailer. >> let's get some more on this one whether apple is seeking the broader retail trade. brian, great to have you with

us. is it taking away from the likes of walmart and kohl's and hogging those dollars for itself, apple that is? >> absolutely. i agree with what you were saying just a second ago. there's a real significant shift happening. you look at the power of the apple suite of products. that spend cigarette coming from somewhere. you see evidence of that in almost every retail report. the spending has shifted away from traditional categories. >> one of your top picks or one you like is an anal derivative play. >> apple -- the relation with apple and best buy, when apple launches a big product like the iphone 6, it drives more traffic to best buy stores. if people are coming to best buy to buy iphone 6 they might not

buy something else. >> the argument here if best buy is benefiting from apple and that's their major driver of store traffic then i'm going to buy apple instead. is that trade happening in terms of retail dollars for consumers but in traders minds when it comes to apple versus best buy. >> my view on best buy, under a new management team this is a much better run company. they are controlling costs. generating cash. the market has yet to assign best buy the kind of multiple that it should for a company that's going to be around. the apple dynamic is a net, net positive. >> brian, we got to leave it. thank for your time. >> by the way his top pick in the space is home depot which is another one. you said home. still spending on home. >> still spending on home. the other thing that stands out to me what your products are right now. there really is the haves and have notes. you look at athletic leisure

wear. nike another 52 high. dick's big problem is golf galaxy. that's the overhang. that was an opportunity on that selloff. i bought it. there were plenty of opportunities out there. you have to be in the right spot. >> macy's. 13 times forward earnings stock slow steady move to the upside. remember we played the game who is eating walmart -- what was that game? >> i don't remember. >> eating walmart's lunch. tj maxx. >> pete obviously likes dick's. another name in the sporting space is under armor which is down 10%. it gave back some gains. new all time high. that one looks interesting. if nike makes new all time highs under armor plays catch up. >> tough day for the solar trade. first ying ling that lost half

of its market cap but now energy solar might lose. the culprit for that, that stock lost 47% of its market cap, haenergy has 10% of that etf, you have to know what you own. >> guggenheim great fund. very different business. chinese panel supply side is way over supplied. ying lightning is a zero. not an indictment on solar city or solar. chinese production side is still over supplied. a lot of these companies are in trouble. >> if ying ling is a zero, and there have been accounting questions along the way, a company that's been public for three years, so accounting

issues have persisted, it's back door ipo, so that was a little questionable not to say -- i'm just saying there's some concerns around this company from the get go, should we be concerned about other chinese? >> yes. tls is the ticker. this is a very good company. other parts of the solar space over here on residential are really where you want to be investing and i'm there on sun edison. >> we had this deal with tesla. solar city is the primary beneficiary. there will be a bid under this stock. if you see it back in the mid-50s that's where you enter trade. the stock has acted pretty well above 60. >> next up shares of yahoo! making a nice come back. the stock selling off after yesterday's close on fears of new tax laws. if you listened to analysts last night on "fast money" you could have profited from today's move higher. >> we think it's an opportunity

for investors and have event guys who may unwind some position. any fundamental investor you're getting this core for free and actually at a steep discount. >> it wasn't just yahoo! it was also alibaba. >> when you start going back to what everybody has been going through that same exercise time and time again what's the sum of the parts. you start adding those up. trading around $40 a share. $40 a share you discounted everything. that's why we saw that gain. >> you're right. before the news yesterday some of the parts most analysts said 50. it traded down 240 when there's uncertainty. that uncertainty is still here. my way to play this whole thing was to play alibaba how well it's acted. now it broke out above 90. if it can make a new range it looks like it has good support. >> that sum of supports didn't incloud a selloff on alibaba. when analysts say they can do it

tax-free i put a $65 target on the stock. when it sold off it didn't have it in the first place and this is why people are wrong. i've been long on the name. i think this is a great time to buy. >> i do think alibaba has been breaking out. that stock has been basic opinion february, march, finally breaking out above 90. it seems it wants to make that next leg higher. it drags yahoo! up with it. >> as we head to break take a look at the big move in after hours. at session highs we'll hear from ceo marc benihoff in moments. >> does this man need a makeover? mcdonald's is under siege but not the protest that has traders worried. it's another burger company. and we'll tell you which one. plus ever wonder what hedge fund titan steve cohen's new office looks like? we'll take you to his trading

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beating the market for years. after criminal security charges were less viaed against the firm cohen turned the floor into the headquarters of point 72 his family office. kay kelly was at point 72 today for an unprecedented behind-the-scenes tour of the cutting-edge trading floor. what did you see? >> reporter: point 72 floor is in some way as typical one with your flat screens and traders kind of quietly churning through what's happening in the markets. at the same time there's a remarkable collection of contemporary art all over the place and there's the founder steve cohen who is famous or infamous. today they walked me through a little bit of the changes they made in the last year plus since they became point 72 last april, things like entirely replacing the executive suite except for cohen himself. they announced the hiring of a new chief operating officer, a gentleman by the name of tim

shaunnessy. a mcken decide partner. doug haynes. i spoke to him. he said we're focused on having a culture of strong values and looking at the markets. on that note they are interested in china and japan and other parts of the asia right now. they are more bullish on european equities than they have been. steve is cautious on u.s. markets thinking stocks are highly valued here and seems to think trading will continue in a range, relatively flat or see a tick down or so. their performance has held up fairly well with the family office structure. year-to-date through mid-may, may 18 they are up 1.5% which is pretty good compared to the market. they are on assets of $11 billion. it's worth noting this all happens a year and a half after they settled charges of insider trading with a guilty plea of that for a combined $1.8

billion. both federal and civil payments that they made all together and still a significant case that the sec made against steve cohen individually on the civil side that's cycling through the courts. now having said all that, they are still trading actively in and out of stocks from what i understand. we took a look at their recent filings. three big names that they continue to be in we think based on these filings are dollar tree, noble and tyson and also worth note field goal we're thinking about their first quarter performance and what they were in is that they bought 1.3 million shares of uso which is tied to u.s. oil. there's a lot of volatility in crude right now. be interesting to hear how that goes. >> thanks so much. unprecedented look into steve cohen's trading floor. of these names -- >> tysons food above 45. it brakes out to the upside. 11 times earnings. 9% short. go back to the quarter on may

5th. every analyst upgraded the stock. wait for it to break 45 on the upside. >> we don't know where he is on oil at this point but do you think that trade has leveled out. >> if you look at oil prices there's a lot of questions first if the dollar will go higher. oil stays here. that's the more important part of the trade. i like japan. japanese gdp last night leading indicator japan is the best performing developing market in the world. >> thousands protesting low wages at mcdonald's but another threat that could hurt the golden averages and its bottom line. under the radar mover that could be the canary in the coal mine for apple. back in two. a

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. still ahead on "fast money" not so happy meal. protests forming at mcdonald's headquarters where thousands of workers calling for higher pay. and the company eating mcdonald's lunch. and big names from hewlett-packard and gap. shares of cablevision soaring today ahid a fresh round of cable consolidation talks. some traders are betting shares could double. we'll tell you why.

we start off with salesforce. josh lipton monitoring that earnings call. josh. >> on this call, obviously, a lot of investors and analysts interested in all that m and a speculation. benny was asked about that. he didn't address that question. he said they own a fast runway to growth. they are committed to doing $10 billion in revenue. he looked at where the company has been and where it's headed. take a listen. >> strong revenue, operating cash performance along with the incredible momentum of our customer success platform puts us on a trajectory to be the fastest company to deliver $10 billion in revenue. we're achieving this level of performance, growing faster than the competition because of a unique platform. >> just on the call said his company is committed to being the fourth largest software company in the world. he said to do that they have to take out sap but said he was not

intimidated by that prospect. talked about sap's lackluster growth and lack of innovation. a lot of confidence. >> thanks so much. looks like in the after hours sessions practically at after hour session highs at this point. from what we heard from him what do you think? >> these guys are very excited. multiproduct line. all things are working for them. why should they go out to look for a deal. people are coming to them. i wouldn't own this stock at a multiple. >> right now given the fact i think there are legitimate folks out there looking at this stock. it might be the sap is throwing it in their face. that would certainly fit right now the sap, microsoft, cisco has been one of the names. >> that would help sap. >> sap. not the financial ability to make that trade. >> thousands of protesters gathering in front of mcdonald's headquarters in cities across the country to drive home their

demand for $15 an hour wages. we go to illinois for more. >> reporter: yeah. estimated 1500 protesters gathered a few hours ago here outside of mcdonald's headquarters despite the chilly weather and optimistic almost buoyant moved, los angeles raised its minimum wage to $15 an hour. they put its focus on mcdonald's and its plan to spend $20 billion on stock buy backs which these protesters say is an attempt to manipulate the stock, enrich shareholders. why not spend some of that money boosting wages for low wage workers. now mcdonald's for its part says the stock buy back plan is part of its broader turn around strategy and increasingly they are looking to put the focus on the powerful labor union.

back to you. >> zach, thanks so much. this is just another pressure, those on the stock. when you take a look at walmart, part of their head wind is they are increasing wages for their workers so that is not helping them. >> why is this any more pressure on mcdonald's than on anybody. ultimately its a case where all these companies need to start paying people more money. if you get into a valuation story, mcdonald's is so defensive with all the changes that could be helping and with the activism there's plenty of reason to own it. >> one reason not to own sales are der cling. they can buy back stock. >> is it really? >> sales are to climb 9%. next year has down 3%. that could -- why is that in the price? >> you talk about -- >> buy back stock here. they are at the wrong side of a massive secular shift that's

going on right now in this space. >> which is what? >> from their crappy product. >> it's in the price and a company that's inherently very valuable. >> i love the shamrock shake. >> that's seasonal. >> it's not there all of the time. it's a fleeting window of time to get that product. >> declining business. comps have been lousy. tim mentioned activism. i still think the stock is going to get above 105. had trouble in 2012, 2013, 2014. >> it's a company of transformation and easterbrook has taken over. he's smoothing out the menu. making it fast more streamlined in terms of the drive through. they are reducing some of their offerings. all daybreak fast for guys like myself.

then you start to look to dan's point well the food is crap. i'm not sure i would say that. i wouldn't get that aggressive. you look at the shake shacks. what's the differentiation? the food is hire quality. you also have to remember one of their items on the menu very reduced. burgers, fries, shakes. >> snack wraps. >> let's talk about shake shack. this is a story. this valuation here is where you step in. they have 65 stores. >> you're out of this. >> i bought it in low 40s. sold it at 70. i know jim cramer is all over it. he thinks it's the tesla. here's thing. they will have $165 million in sales. mcdonald's does that in two days. i think there's plenty of room for them to take share. this is where i believe sales decline. they continue for chicken chains -- >> that doesn't and inother stocks other companies are buys. means mcdonald's is losing. >> yes. >> to be very clear.

>> i would just say everybody knows mcdonald's is losing and everybody knows why there's plenty of reason -- >> that's why you like it. coming up two name that could dictate the tone and tenor of trading tomorrow. one china stock gets hit and could mean bad news for apple. we take you under the radar after this break. ♪ if you're looking for a car that drives you... ...and takes the wheel right from your very hands... ...this isn't that car. the first and only car with direct adaptive steering. ♪ the 328 horsepower q50, from infiniti. verizon say neversettle. t-mobile agrees.

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china mobile reporting much slower growth in its 4g consumer use. it grew by 10 million subscribers quite a few less than the 19.7 million it reported in march. since apple and china mobile are closely tied could china mobile be the canary in the coal mine for apple. peter, i'll go to you. >> i followed the table on china mobile. it has to be concerning. no doubt about it. that slow down is something i don't know it was necessarily predictable. i thought this would accelerate. the fact that it's not it's something that has to be looked at and a reason why you want to relook at china mobile itself. do you still want to own this thing. >> when i'm looking at the whole 4g roll out one name to play is

china mobile. they have ten times the capacity. china unicom is trying. it doesn't concern you that it's dipped. >> it's had a nasty run. >> we have trade on china mobile. is this concerning for apple shareholders? >> why? this is where they will get their future growth. you laugh. but this is it. >> every bullish note on the street is all about china. >> listen, i know the penetration rate still has plenty of room to go. i get it. a lot of their future growth, they just had this rebound in sales that had to do with this massive upgrade cycle. maybe they hit all the people in china. when you see a slow down from 19.7 million in the prior month and 16 million in the month before that you have to pay attention. >> apple kicked butt in china. >> you guys are just -- there's something going on down there. >> good stuff.

big earnings on tap tomorrow. tech titan hewlett-packard is how to before the bell. time to take your position on hp. >> you had the big run from early 2013 into basically early this year up to 41. had a pull back against $30. you buy the stock. there's more chance to see 38 than 30. >> we talk about apple. in terms of the note she put out today or yesterday. she was talking about hewlett-packard. she said don't expect hewlett-packard to show any growth until we get into third quarter. for right now hands off. wait. the stock flat lines. >> not just hewlett-packard. we got gap earnings as well and after this slow disappointing retail earnings i don't know what to expect. >> again, i think gap is a name where everyone knows the story. it's about the banana republic. gap struggling. margins are slowly getting better. if you tone stock stay in it. >> time now for pops and drops.

massive pop for sarepta. >> huge news. lot of analyst has a $35 price target on that stock. this is the absolutely deep end of the pool. if you've enjoyed this run nothing wrong taking at least half your money off the table. >> big pop for pet boys up 16%. >> right. the "wall street journal" out there talking about multiple suitors out there. up 16%. you don't want to chase this name. they had a deal years ago. they talked about $800 million. stock is bar below that right now. i wouldn't be surprised if somebody is sniffing around and we see a deal. >> pop for fire eye. >> a company that's showed they are turning around the cash burn. the stock around 40 bucks to me that's the level you trade off the low. i am owning it. >> drop for twitter. >> nothing going right. a stock i own. i'm seriously cutting my position.

the cfo spoke at jpmorgan and said anything investors want to hear. we have to see what happens with video and some initiatives. we'll have to see some good stuff very soon. >> a pop for david letterman after serving as a fixture for american television for the past three decades david letterman is ending his run when the final episode airs tonight. one of the staples is top ten list where letterman lays out ten observations on a topic. so we made a list of our own, the top ten signs you're a "fast money" addict. number two, you only buy gold in yen terms. number one, you grow a pony tail and goatee out of respect for your fair trade armenian-american options traders. to see the list go to cnbc.com and check you want out.

>> coming up, salesforce is popping on its earnings report. minutes ago the ceo respond to rumors of a sale. cablevision is soaring today on buy out rumors but we'll tell you why traders are betting there's more room to run. that and much more ahead on fast. building aircraft, the likes of which the world has never seen. this is what we do. ♪ that's the value of performance. northrop grumman. tdd# 1-800-345-2550 even on the go. tdd# 1-800-345-2550 open a schwab account, and you could earn tdd# 1-800-345-2550 300 commission-free online trades. tdd# 1-800-345-2550 so when a market move affects one of your positions,

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salesforce is higher after its earnings report. jaime cramer sat down with the ceo and asked him about the acquisition rumors. >> don't you find it ironic in after hours your stock is trading when oracle, microsoft and sap were supposed to be buying you. >> i would be more committed when he announced we were fastest so billion. today we're fastest 6 billion. for me that's the past. i'm all about the future. >> all right. so what do you think? >> i think what he's saying i have a business i'm not worried about anybody taking me over. i'm growing. i'll grow fast. i look forward to being on your show. >> that's sort of what i started off.

he's just talking about the actual numbers. he's talking about what they did and their annual growth rate. some of these numbers 7 billion. they want to be the fastest at 10 billion. he's laying out the strategy. >> he could be playing hard to get. >> i love it when people play hard to get. >> do you? >> anyway, seriously he could just be saying -- >> sold in six months, well it was an attractive offer. blah, blah. something will happen by the end of the year. >> these are the session highs. 74, 75 is that trade. all right. coming up on 6:00 p.m. eastern time, marc benioff on "mad money" and strauss zernick. here's the action.

>> let's look at cablevision. a stock that closed up 18% but didn't open up that way and it was an opportunity there for option traders who thought this stock had room to go to the upside. today it ended five times average daily volume. it was actually in calls. there was a really interesting trade that took place at 10:00 a.m. this morning when the stock was 22.60. it traded 1,000 of the december 22 calls paying $2.50. that's $250,000 in premium. i want to take you over the one day chart and show you what happened. they bought the calls here for 250 then the stock went up all day. you know what? at 3:30 they sold the calls, 1,000 of them at 380 when the stock was 2475 netting themselves $130,000 profit in about five and a half hours. that's some pretty good trading. when you look at the chart the thing blew out to new all time highs here. but this trader obviously saying, you know what? i had a good entry. i'll take my money on the 18% up

to date and move on. >> all cable stocks had a ties day. time warner cable hitting a new 52 week high. charter did nicely. >> charter was down 3%. time warner got taken up in this whole story and they are the other guy that's the obvious play. if you're chart ear lot of people are edward about what these guys are chasing in to this. the move is 18 to almost 25 bucks in three weeks. that's a huge move. big premium flight. >> stay long netflix. the fact that it stays at this 620 level will go higher. watch the nba draft last night, the preview. the knicks are the worst team all season long. last night's game they within three meaningless games. they are fortunate it's a deep draft. they are lucky. >> deep gravity but there's not anyone -- >> i said netflix.

>> i don't know. >> more action. check out option action on friday at 5:30. more to come stay tuned. here at td ameritrade, they work hard. wow, that was random. random? no it's all about understanding patterns like the mail guy at 3:12 every day or jerry, getting dumped every third tuesday. this happens every third tuesday. we have pattern recognition technology on any chart, plus over 300 customizable studies to help you anticipate potential price movement. there's no way to predict that. for all the confidence you need. td ameritrade. you got this.

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time for the final trade. let's go around the horn. >> we talked about why alibaba should be pulling yahoo! up. get long on this name. >> there's nothing to not like here. in don't think you go buy it at all time highs in front of what we don't know is out there. you take some profits and buy it back below 70. >> pete. >> i'm looking at microsoft yesterday there was all kinds of paper in this name. the name was not moving much. a lot of folks betting on this idea this stock is ready to break out. somewhere in the mid-50s. >> this stock is trading 87.25. tomorrow you'll flush it out

topography 86.5. l brands tomorrow will make the turn back higher. >> l brands. giving you a funny feeling. >> i'm melissa lee. thank you for watching. see you back here tomorrow. don't my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. i promise to help you find it. "mad money" starts now. >> hey i'm cramer. welcome to mad money. welcome to cramerica. my job is not just to entertain but to coach and teach you. call me at 1-800-743-cnbc or tweet me @jimcramer. i love it when i can pit the airlines against each other and