hm. well i say no to kale. mm. yeah, they say if you blanch it it's better, but that seems like a lot of work. now offering zero commissions on online trades. we charge you less so you have more to invest. ♪ a bonus hour of "fast money" starts right now i'm melissa lee. jim cramer is off this week. we're answering the questions about the stocks trading now we want to hear from you tweet us @cnbcfastmoney. coming up, we're headed to vegas, baby as the casey knows make a big bet on reopening and one viewer asks if he should strike while it's hot for this cybersecurity name but first, a quick check how we end the day on wall street tech, standout winner of the nasdaq hitting fresh all-time highs ending the week with a 4%

gain tackling your questions on the rally ahead. the trader radar, what are you buying and selling today, josh >> melissa let's start with what is popular on robin hood according to robin track. that the spartan energy acquisition nio popular not only today by the way but saw the biggest gain in popularity for the week netflix, amazon and microsoft. as for spartan energy, let's dig into names there is report it could do a spak that would allow the ip ocho plan to make a vehicle everybody wants a piece of the market phil wouldn't be surprised if this happens then let's move on to fitbit, another name to watch. reuterss did a did a report goy be able to avoid the full investigation into the bid for fitbit if it promises not to use the data to target ads

another one to watch, bed bath and beyond reported earnings, sales dropped 50% but still has plans on the street. raymond james reaffirming a stock buy says it should represent the low water mark in sales and earnings i'll end with netflix. that price could surge 30% over the next year according to a new note from goldman and set to report a blowout second quarter. melissa, back to you. >> josh, thank you let's get straight to the first viewer question. >> hi, my name is fabiloa and i live in california and i have a netflix question this is my second time owning netflix. i owned it early 20 00s when it first came out and i still have a huge portion of it but i was wondering if i should sell before the election. >> thank you for your question, fabiola. guy, what do you tell her?

>> the stock was 415 initial reaction was to sell the stock. 33% later, here we are here we are with goldman sachs raising the price target today to $640. i don't know what will happen around novr for tember for the n but netflix will continue to ca rally. i would stay with the name. >> there is perhaps political risk surrounding big cap technology, tim. >> i think netflix is the least exposed. and more interesting that you've traded this stock around and you've owned it a couple times as someone that's been negative on netflix over the years, what is clear to me is some of the upgrades are coming in a post e. jp morgan upgraded their environment. we get the numbers in a couple

weeks. you'll get a sense of where the momentum netflix had coming out of covid-19 or in the middle of covid-19 or wherever we are continues. the street is willing to upgrade. so ultimately, their cash burn, which is something that's always troubled me will be slightly less in 2020 but that's really a function of the environment. i do think that the competitive landscape is also the boat that takes netflix higher and the demise of linear tv goes well out of his way to say hey, this is good for everybody. anyway, i have been not bullish on netflix at times. i was short through about 450 for 70 or $80 and said enough. i've been here before. and i think it's going higher. >> this is a new high, by the way, for netflix in today's session. dan? >> yeah, imean, it looked like a little panic buy here. it looks like there is a rotation of panic buying we saw it yesterday in amazon.

the stock chart looked similar to netflix today prior to the covid pandemic, netflix was struggling in north america to add new subscribers and you couple that with the competition that had have been coming online and then the free cash flow loss from the content creation in accusation and the stock was not lining up particularly good, and so what have they done here? they had a blowout q 1 and blowout q 2. the cost is pretty low they will anniversary that price increase from 2019 so i get it. i get why the stock works right here i wouldn't, like these two guys, be concerned about the election and regulation i don't see them having much exposure but i see them having a ton, ton of competition so i would expect stocks like this, guy mentioned that 425 level it broke out. i expect at some point you see the stocks settle back in and you'll have chances to buy them again. >> all right let go to twitter for the next

question i would love to hear your thoughts on amazon before earnings in the fourth week of july do you believe it continues to go up and hit new highs? head winds do we need to worry about? thank you. tim, what do you say >> well, sachin, i think one of the most remarkable things about amazon over the last two years or so is the lack of volatility on earnings. this type of a move into earnings should be one that at least should have folks concerned. dan and anotherer options can put together a good strategy for defining risk. it's very difficult for me to see the secular trends behind amazon doing anything but getting better the dynamics around profitability are key. you want to watch the aws. we have seen a decline in growth we've seen a decline in margin the cloud space is very, very competitive and that growth is something at one point was key to pushing amazon higher apparently, it's not i think this trade is only as

good as the liquidity in the market now because if that reverses, so will amazon. >> i'm sure sachin has the 5:00 "fast money" in which the chart master carter worth talked about amazon as being the stock most likely to hit the $2 trillion mark first out of the big cap technology hack, guy you said you like microsoft, though. >> i do like microsoft as he knows, carter worth sits the top of the pantheon of -- >> pant heon. >> what was that >> i would hope you could be partheon or pantheon the month prior to the release in april, we said around a desk, own amazon into earnings it will make a new high. sell the stock before you report if you recall, the stock went from 21 something to 2450 the

day they reported and seven trading days later, trading down to 2240. i thought it would be 2170, close enough for government work i'll say this, they report on the 23rd you'll see a repeat and the concerns that tim has, i share margins and a potential slow down in aws. it's been a monster for good reason i would ride it into earnings on the 23rd but absolutely take money off the table before they report. >> why are you raising your hand, tim? why? >> because that's what we do teacher, melissa, could you ask guy what close enough for government work means? >> guy, what does that mean? >> close enough for government work if you get within a couple percent say it fine move to something else having never worked in the government, i don't know if that's necessary true. >> you've worked for every other company in the world. >> sounds like an insult to government workers >> i think so. >>commentary.

>> first things first, the earnings report is interesting unlike netflix, their ability to acquire customers without a heck of a lot of spin is great for them the situation that i would mention with amazon is really important. when they reported their q 1 result, they're operating income was worse than expected and their guidance was atrocious they have to have protocols on cleanliness and safety we know they are moving into bricks and mortd ar they own whole foods when they reported april 30th. the stock sold off 7% the next day. it was trading around $2400. here we are at $3200 discounting an awful lot of good news again. i agree with carter. this will be the first one to $2 trillion but not father or mother he-- from here it not going six straight to two. the last point i would mention

is tim mentioned the options market, you know, between now and earnings, it's only pricing about a 7.5% move for the next couple weeks that seems pretty cheap if you think about the way the stock has been moving. it's up 16% on the month if you take half of the implied move and take the money call, okay, you're likeless than 4 % that's a good way to analyze the risk. >> let's stick with tech here is the next question. >> hi, this is scott calling from houston, texas. have i already missed the bus for the growth stock and if i have to get on one should it be apple, tesla or safety. >> microsoft, apple or tesla this is a would you rather rather guy, what do you say >> clearly another fan of the

show he knows the answer to the question did he miss the bus? probably that doesn't mean there is another bus that will come to the gray hound station and one you want to get on in my opinion is the microsoft bus i don't think the valuation is ridiculous and the three names you talked about 2 trillion first, i think mooiicrosoft is one that gets there. >> dan >> we have to start asking a different question what stock will hurt the least when the market turns around stocks like this just can't grow to the sky.parabolic if the question we get after question after question have i missed the boat? how do i get in? how do i play it

you might want to start thinking about how much am i willing to lose and what sort of stock will i live by when a buy a momentum name. >> so what would you tell kartik, dan? is going to hurt you the least in your view and what has the greatest risk reward >> microsoft is going to hurt you the least. >> pointed answer. tim? >> the would you rather rather certainly goes apple microsoft tesla. apple hurts you the least although i can understand the answer in microsoft. that has been the slow steady, probably the best chart over the last couple years of any of the mega cap techs you know, december la we spent a lot of time talking about. relative the itself this move is extraordinary. i'm not sure the driver. i understood at different times, earnings, deliveries, something but this one is really just

inspired by liquidity. i would point out the short interest is now probably under 7% when it was a high of 25% so some of this squeeze i think is in the stock but the one i think definitely hurts you the most. >> let's get to the spotlight trade. >> hey, fast money, kevin from massachusetts here i have an mgm holdings right now and i'm trying to decide if i should sell it at a little bit of a loss or hold on to it for the long term. do you think you might be able to help me out >> thanks for the question that's quite a nice hat, kevin before we answer it, let's bring in contessa following big developments. >> i'm pretty sure i have a hat like that in my closet i could step away and join the b party. the governor ordered bars to close in nevada's biggest

counties because of spiking coronavirus infections and no casinos and restaurants can serve alcohol, people will not be able to order from the bars, restaurants will not have to sit parties of six or fewer. the governor is allowing pools to stay open but sternly warned you have got to wear a mask unless you're in the water or getting in and out of the water. now, red rock resorts, boyd, eloquent dorado are reliant wynn, sands, cesars are depending on people from california and nearby states analysts are watching to see what happens to the traffic if you close down paras kevin asked about mgm. he's from massachusetts. mgm reopens monday so keep a close eye on that.

>> contessa, thank you dig out the hat. sounds like absolutely no fun here in vegas if you're going to go to the pool and have to have a mask on at all times unless you're in the water. i don't know, tim. >> yeah, you can have a couple ice teas and maybe a lemonade. you're old there is an unclear path towards reopening and allowing the full function of the casinos and recreation but there is a cash burn discussion to have. casinos at least at different times during disruptions and obviously out of the financial crisis, it was a balance sheet and parliament iamount issue there are reasons for mgm to feel diversified and have an online betting business looking interesting. regional exposure is getting better if you look at gaming revenues down 93% in june and july not

looking a whole lot better yet. >> dan >> i think they are tough. the first wave of this virus is still waraging across the count and we're not even talking about a second wave that starts in the northeast that would impair travelers. i don't see it it a really sad state of affairs because we want businesses to get back opening but it's a really tough thing and tim just mentioned the balance sheet impairment when this stock, mgm was trading near the lows a couple months ago, you're looking at the equity saying what do i own here i'm not saying sell it but this is one of the trickiest trades in the hospitality like disney in the prior hour, there is lots of risk from a brand standpoint to have an outbreak at your casino in vegas or boston. >> the visual of the masks by the pool is like a bad tom

cruise movie i won't name. many of the people get my gist in terms of the stock, it went from 590 to 24 in a straight line and here at 16. your bogey is 15 i get concerned but i think the stock discounted awful news and earnings at the end of the month. i think at this point you have to stay with the lane. >> can you imagine the tan line with a mask at a cool? i don't know how you cover that up. >> we're just getting started. a deep dive into the stay at home trade we answer a couple questions on some of the biggest movers in the space and keep the questions coming tweet us at cnbc fast moy.ne we might answer you on the air, stay with us

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welcome back to "total request fast money." the stay at home trade. >> this is joe from miami. the stock i want your opinion on is etsy. i know it falls into the stay at homework from home trade and seemed like there was a rotation from the stay at home stocks to the reopen trade and guy, i know you use the wind-cator my own metmetric, the zoom meter i'm not buying this reopen trade. what do you traders think? >> it's a multi faceted question, guy. >> wow incredib incredible another fast money fan as he is aware of the wind-cator. i wish i created that but that was the other staff.

our "fast money" crew is fabulous there was a positive article on etsy saying this whole face mask thing is really giving them tail winds. the valuation is ridiculous. i think you can stay with it into earnings but they report at the end of the month july 30th, that's one where you got to take profits ahead of earnings, understanding it could ratchet higher, the prudent thing, the pragmatic thing to do is take money off the table in earnings that day. >> embedded in the question, question on zoom i mean, that's why i said multi layered. there is an ask about etsy dan and also about zoom. where do you go? >> zoom is interesting the stock is up 300% on the year and an $80 billion market cap trading 43 times sales and that sounds crazy except that this is obviously one of the single best companies positioned for this kind of work from home school

from home sort of environment. i think the fact that it doesn't sell off tells you that people think that people are going to continue to work from home for the time being, at least until there is more detailed therapies or better visibility on vaccines and that schools are going to start adopting this and then the real question comes that maybe they have pulled forward a lot of demand in the last few months but when did they start charging for a lot of free users? when does the school stuff come online in a big way? i'm not telling you to buy it here or sell it here this is a stock you probably want to continue to own but understand that you're probably going to have opportunities to buy it lower especially if we get news on therapies and vaccines that could be the thing that sends the stock down very quickly. >> i just think about the winners of covid-19 and stay at home and all those trades that are the new normal trade sorry for all these cliches. they are what they are

zoom is -- has to be number one. when you think about the competitive landscape around what facebook is doing, microsoft, google, the biggest baddest tech companies in the world are coming after zoom and coming after them hard it hard to see how this offering is going to continue even though i think zoom offering is fantastic and on some level well out in front of everybody else i do. thi-- don't think they will hold it. back to etsy i don't know how many they sold in may but some of those marketplace numbers are extraordinary and this is exactly, again, a stock that gets a driver from this kind of environment that i actually think you stay with that because i think these trends continue. >> i don't know if people remember that sock puppet. it's a hand knit suck puppet in theli thelikeness of guy adami held by

vanessa. she is the e.p. of "closing bell." she insisted on keeping it for what i don't know? >> i don't know if you bought a replacement. >> what happens -- what is this called tearing down the fourth wall when we allow the audience into these. it's fascinating it's wonderful you mentioned something quick. we're light on time but i want to say your work this week hosting a all these shows over the entire day is reminiscent of september of 1965 bird camp playing all nine positions including pitching with both hands in one game. so mel, you are -- yes, exactly. you are our champ this week. congratulations. >> thank you i'm blushing all right. let's take a tweet jason says thoughts on crack on hire from here or is microsoft

too much competition thoughts on possibilities? >> that's a good one what i think is really interesting about slack is that they were building a company for the last seven or eight years since its inception that was actually reinvisions how work would be done. slack connect basically lets you do channels across different businesses secure channels across different businesses and the ceo and company on cnbc sees this as a huge, huge opportunity a lot of people talk about the competition with microsoft this product is very different than what microsoft has to offer. this is a great opportunity to buy slack in the low 30s you know, trading at half the

multiple of sales that zoom is and then the last point takeout interesting question when wants to compete with microsoft as far as teams or who as far as big ones google making it so news the ceo founder of slack takes over collaboration tools for google and really takes on microsoft in the space. so that's something i can tote he see $19 billion enterprise value seems way too cheap for in asset. >> coming up gilead seems to put the rally on pause but will big news give it a boost? semi conductor stocks taking a brooe breather but is the stock ready to run thnaaqe sd leads to a record high back in two. stay with us.

welcome back to "total

request fast money." with the recent news of remdesiviris the worth the trade? it appears to reduce the risk of death in severely sick patients? guy? >> back in april i think it was when you first started hearing about rem ddesivirremdesivir, tk traded up to 85 to trade back to the low 70s. you're getting headlines again and now it's the $76 stock again, there is nothing wrong with gilead, it's a fine company. the stock is going sideways ochoenochn good tape and now it bouncing. i don't think it's doing that mu much there are different places to be. >> tim >> yeah, i tell you, in fact, if

anything, remdesivir is a head wind outside of pops on the headlines which now are having precovid-19 was figuring out what to do beyond the pipe line and their own success which is what society wants has been to the demise of gilead a great balance sheet and a great management team. it certainly a stock i can own here i'm not owning it for remdesivir and in fact, we're trying to understand really what the cost, i know that sounds crazy, to the company could be but we don't know where it's ultimately priced and still waiting for really the final use case. >> let's get to the next question. >> hi, it's ryan from massachusetts. first time submitting, long-time listener just had a question on amd i've been holding since low 40s.

i just am wondering if i should pick up more shares now. it looks like it's about to break out of the cup and handle here love to know your thoughts appreciate it. >> also, wearing a nice hat. dan nathan, what do you say? >> yeah, i like his take the question is should i buy more i would say i can't tell you that you should buy more but i think you're well positioned here you have a great entry you have to look at the chart to your point the stock is rejected on numerous occasions in the high 50s but if you look around the semi space, taijuan semi went straight up 10% amd with descent results breaks out new all-time highs and take you back to micron when they reported the stock put up a good number the stock gapped up 8% the ceo was talking about really good demand for data center, internet of things that related to 5 g rollouts this year. that's good for the semis. so to me, i like amd here.

micron you could play from 50 to the prior highs near 60. i know guy likes the intel, let him speak on that. the semi is set up okay here clearly on valuation they do. >> you like intel the best, guy? >> i do like the intel i love the fact seriously you mention it what's the deal? is that a prerequisite to wear a hat on this hour is this something the jim cramer audience typically does? >> i don't know. >> maybe they can answer our questions next week? we should call into jim's show next week and have him answer our questions. >> and wear hats. >> if you remember, last time they reported was a 54 stock traded down to 50. we said sue will be on a morning show with squawk box buy it that was right had a miserable day today. 50 is the line in the sand

i, too, think it will break in i like intel and amd, as well. >> by the way, long-time listener, these questions are incredible throwing a cup and handle at us. good stuff this is a stock that almost took a crisis to derail one of the great charts out there and taking market share and moving heavily into enterprise but i think this is a story that valuation looks somewhat rich at this point so i would stay on the sidelines. >> coming up, check out shares of restoration hardware trading all-time highs you want to know where it goes from here? we'll tell you should you go on the defense with one big defense stock we'll get the panel's take the special edition of "fast money" is back in two.

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welcome back to this special edition "fast money. >> my name is steve from seattle, calling aboutre restoration hardware, h.r. it's at 260 a share. i want to know if i should buy more, hold what i have, or sell it thank you. >> i'll go to tim on this. you traded this stock before and i think you got your furry pillow probably from there, as well. >> if it's not obvious, there is r.h. around me this is a company benefitting dramatically not only because people are sprucing up around them, including a furry pillow or just, you know, i'll save the

joke about animals then you have a case where i think their digital business was a big part of margin and where these guys along with their loyalty programs have been re-rating for the last year and a half so the question is it expensive? 32 times trailing, i don't think it expensive i do think that the multiple deserves premium based on the positioning and gross margin i'd stay long. >> mel, i agree. restaura re restoration hardware, i walk in there and feel poor. it's trading close to 35 times next year, they probably have 23% earnings growth and the operating margins, the street thought they would come at 7%. they came in at 10%. they are running more efficiently. what i would look for maybe is what we call on the business of back and fill to the previous

all-time high in february after 250 but this is a name you can absolutely stay with. >> dan >> yeah, you know, i'm less optimistic than these guys i understand the lack of visibility and work from home and lockdowns and everything like that and these companies in retail that had good direct to consumer strategies in place that really benefitted i think the back half of the year with more than 30 million americans employed with benefits running out, i get the price point for restoration hardware that the not as big of an issue. it's a much tougher slog we're starting to see layoffs in white collar jobs not related to the hospitality industry to me, i think the stock market is screaming euphoria. a lot is saying cautious given how little we know about the path of the virus, the road to vaccines and what stimulus we'll get going forward. >> all right coming up, we're diving into the world of cybersecurity

why the battle over ticktock could be a game changer for the space and we have time for questions so tell us what names are high in your radar by tweeting us @cnbc fast money look at the hottest stocks on robinhood this week. we're back after this. if you've had the coronavirus, you've got a lot of fight in you. and you're in a special position to help us fight back. the plasma in your blood can literally save lives. but we need to act fast. please donate plasma now. please donate. donate. donate. donate now. you fought for your life. now let's take the fight to covid-19. go to the fight is in us dot org to find out how to donate.

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. welcome back to this special edition of "total request fast money. >> what's going on, "fast money" team this is jacob from georgia such great insight every day and

shoutout to my dad for teaching me everything i know about investing. i'm asking about psyccyber ark crowd strike concerning the news on ticktock and china and being an election in 2020 seems like cyber kek to security is a great play. >> thank you, jacob. let's dive deeper into the space. a software and internet analyst at jeffreys. brent, great to have you with us. >> thanks for having me. >> i want to get straight to jacob's question i guess there are a couple elements, first of all, ticktock, there is a notion there is security flaws in ticktock that allowed ticktock potentially to look at what was on people's clipboards when using the app. does that affect the space >> no, i think there is a bigger driving force. move the cloud everyone is putting their data in the commercial cloud and we

continue to believe that's a bill tail wind for the cyberspace we continue to like crowd strike fund mentally but we do believe short term it's richly valued. we favor the networks and it's the most important in cyber you can't own one name you have to own a basket of cyber names because one cybersecurity company cannot address what is going on in this broader environment. >> in terms of the biggest force in this environment in terms of the biggest need, right, what do you think that would be? would it be security surrounding cloud? >> i think there is a couple elements the question on crowd strike is the end point. all the end points runaround p.c.s, phones, having great defense mechanism, protecting the end user on that side. that is fantastic. another company we like is vrns which provides the inside of

protection for a company we continue to like that the perimeter defense story. the challenge right now even splunk has a security platform i think the challenge right now is that cyber is a very difficult one to nail down you have to own a whole basket microsoft jumped in. they were the rodney dangerfield of security five years ago and really being taken serious even with google's move with the g mail and there have been very few hacks. so we think google has done a better job here, too again, the cyber landscape is very complex and the way is you have to own a basketball de-- basket of these names. you can't own just one. >> brent, i agree. thanks for staking around with us palo alto is as nati fascinating you've seen ridiculous moves over the last two years both to

the upside and downside. here we are at 250 again, a level that has had trouble with literally this is the third time is this now where -- i'm not asking to play stock market but certainly feels like it's about to take the next step higher. >> i agree we have a $275 price target. we think it does they have had some bumps along the road new management teams, execution issues, we think they are getting through that we believe again at five times revenue versus 25 times, there is inherent value when you look at some of the multiples that have been elevated, they are getting their act together it been about execution, not technologies so all the checks around with chief security officers say good things it been execution. and so we believe that they're getting that execution fixed they had great quarter last quarter and believe they set the barlow enough to hit

the stock is going higher. >> thanks for your analysis. appreciate it. brent phil of jeffreys dan, where do you go on cyber? >> you know, i suspect that this is going to be an area where we see as things settle down a little bit i know a couple weeks ago salesforce.com invested in tanium that has been in tremendous demand as you seen the work from home you can see companies like cisco that makes acquisitions in the space, maybe sales force and google cisco again i think you're going to see a lot of mna probably in the next year or so in this space. >> tim >> i like crowd strike and i just think of them in the evolution of workplace protection they're providing a whowholeistc solution when you think about cyber

securi security, there has been one process that governs the entire enterprise crowd strike has proven they are doing that they are working with some of the biggest companies in the world. the valuation is difficult if you look at the fiscal q one numbers, the subscriptions rose over 105% or so and billings ar keeping pace with that margins are very interesting and at scale, this company becomes more and more profitable. up next, a defense stock that's an under performer in recent years >> hello, "fast money" the question i have is about general dynami dynamics with three new contracts, the stock seems to be under performing so the question i have is number one, is it because of their aerospace vision and number two, will i see this stock go up again in

the near future? >> guy, what do you tell j.c. on g.d. >> love j.c. my man this is what i'll tell you go back and look at the defense stocks in 2007 as we went towards the election and it became more and more clear that barack obama was going to be the next president those stocks languished and what i said then and what i say now is ghandi could be elected president of the quite y -- united states. you have to watch the polls. joe biden is doing so well in the polls. you will get a shot as we get closer to the election, that's when you have to buy the stocks again. i think you have to hold still, wait, but as we get closer to sort of september, october, that's when you get back into these names. it happened in '08 i think it will happen again now. >> dan >> a stock like g.d. is essentially cut in half over the last couple years and there is

no reason to believe that defense spending is ever going to increase, no matter who is in the white house. this is a really cheap stock i mentioned the fact that, you know, we talk about valuations i doesn't really seem to matter in growth companies right now but there is a lot of cheap industrial stocks. this is probably more karen and tim's kind of thing. these are cheap stocks at some point if the rally broadens out or the s&p 500 does get to the prior highs and makes new highs, they will come for everything and some of the cheap value plays could be good opportunities to kind of play a little catchup. >> industrials have been painful. you guys all hit it. these defense stocks are really cheap until they spin out otis and carrier. i like it on a function of the discount to free cash flow in other words, this is trading at about a 10% cash flow yield which is high for the stock. they have a personal or business

that may in fact we cover significantly faster and in fact, may actually be one of these industries that does ver well in a post covid because people are not flying commercial i think these other guys are bullish. i'm certainly bullish on g.d you play this certainly short to medium but also very much long term. >> all right we still got more time in this hour and again, we're getting a little personal. personal questions coming up next keep it refa meyishe "ston" back in two. ♪ ♪ now is the time to support the places you love. spend 10 dollars or more at a participating small business and get 5 dollars back, up to 10 times with american express. enroll now at shopsmall.com.

. welcome back to "total request fast money". >> hey, "fast money. pete from boston here. i got a question you can really sink your canines into i love an underdog story and chewy said pet adoptions have spiked 60% putting their stock near an all-time high. will i end up in the dog house if i don't sell now? >> speaking of dogs, we got to go to guy. there is a dog behind you photo bombing. >> yeah, that's flip back there. that's our 18 month old -- can you see russell here russell is with me rocky didn't want to join. i'm glad you asked that question jim had the ceo of chewy on i think on june 10th it was fascinating he also mentioned the fact that they've had local artist doing

drawings of people's pets. i mean, of all the things i find to be bullish about a stock, that ain't hit the sptock set a huge run. i would be taking money off the table despite what flip and behind me and the russell here says. >> who is that >> that wasn't me. [ laughter ] >> all right let's get one more in. this one is from bray aquestio directed to tim. bray asks, is it time to ship some money from fang to kwew, the implication u.s. tech to chinese tech >> yeah, is it bray or vray? >> vray with a v. >> vray. okay look i think you nailed it. the move into chinese internet and kind of e commerce names is such an extraordinary move both now and i think for the next four or five years

if you look the top of the leader board and top waitings in the eft are alibaba and we mentioned last night, you've got very good exposure to the e commerce world in the biggest country in the world effectively and certainly where we see consumption really accelerate, flip, hold it down over there. to me, the move into chinese internet names always looks and becomes frothy this may be a frothy moment. the trends are medium term if not long term. >> it's really interesting the kwebb. we know the names. china similar to the mega trade here in the u.s. as far as meg ka cap tech. earlier in the week, tim, you've been lobbying this the breakout from a technical

standpoint is a work of art. i guess what i'm thinking about trading. if you get alibaba back to 235, that's where you reload. on a relative basis, the valuations are probably a bit more attractive and then i guess the other point is that, you know, their authoritarian regime may be dealing with the spread of the virus better than ours and they may get back to precovid-19 levels quicker than ours. let's wind down this eld digs with a game, we love games around here. this is suggested by mike santoli on twitter i request tim and guy to name that one-hit band. you asked. we give. here is how this goes down your mics are open we'll play a quick bit of the sand the first to answer with the band name wins got it

>> okay. >> got it. >> let's hit it. ♪ ♪ >> cars gary newman. >> i raised my hand. >> your mics are open. >> mics are open dude wasn't close. >> gary newman with a u. >> two us. >> that was a practice ♪ ♪ >> "afternoon delight". >> "star land. [ laughter ] >> we both got that. >> i got that. i said the group name. >> last one. >> i said the same thing. >> last one. ♪ ♪ >> "roller coaster" the ojs. >> one more time ♪ ♪ >> play it i get a free run. >> oh, "mr. big shot" or something. that's awful.

>> gene knight, "mr. big stuff." i don't know i think you guys tied. we'll have to do that again. >> we didn't tie we didn't tie. >> i got them both. >> it was not even a tie. >> i'll never do it again. >> that does it for us thanks for watching. guy, tim, dan, have a great weekend. thanks for joining us. "undercover boss" is up next experience the adventure of a bigger world in a highly capable lexus suv. at the golden opportunity sales event. get zero percent financing on all 2020 lexus models. experience amazing at your lexus dealer.

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