essentially if something has been weak ream it got a bid today. that counts for gold and silver, although bitcoin itself has actually had a life of its own and has not had any give to it at all it was up today. >> tesla up 19%. we're out of time here on "closing bell. "fast money" starts right now. i'm melissa lee. tonight on "fast" we're charting the tech turnaround. one technician lays out the three best looking charts. plus tesla rallying nearly 20% what we spotted in the options markets that could send tesla cruising higher? we start off with a tuesday tech turnaround the nasdaq's urged more than

3.5% today all rallying 3% or more. do these monster moves reflect what's going on? apple versus disney over the past six months. disney is up more than 45% apple is stuck in the mud. investors have been abandoning technology given what's been playing out in the market over the past few weeks, should you believe in today's bounce or do you stick with the trend guy? >> i think it's a bit of a respite. i don't believe the bounce can it last a couple more days i didn't think today would happen at all. i think some of the comments have to do with teper. rates seemed to stop on a dime after his comments although today was a good district attorney, and maybe eel see some follow-through again tomorrow, i don't think this is

over by any stretch of the imagination. abatding in its run. james, what do you make of the bounce here? do you sell it. >> bond yields declined. they had to after a massive surge. there's a high likelihood that the consolidates in the 1.5% i think this is a respite, if not just a pause in the overall shift in sentiment we've seen an incredible amount of bullish energy after the vaccine was announced. it had to come to an end i think tech is a fore runner. i any this is just a pause >> to put into context, if you look at the chart of tesla, the monster move in today's session but we're back at levels like from just last week. >> yeah.

so putting tesla in context is a difficult thing on many afternoons for me. if you look at tesla and it traded through the s&p inclusion announcement it didn't trade anywhere near the stock split announcement there's a milestone for tesla holders. tesla is the leader of the pack of the high momentum tech name it's not surprising that on a day when semis are up 5.7%, why shouldn't tesla be up with a beta three times that. when we talk about yields, the fact that yields are going higher has not been theish the issue has been pace. there is no fundental rational for it it's not that the market can't a take control from the fed which we've said fed controls short end, market controls the long

end. when we fear the fed will pull back they always overstay the party where do you think yields will go then? a 10% correction in the nasdaq you got down to key support levels you have some of the biggest companies and some of the most interesting and valuable countries in the world which got to levels where people say oh, my goodness, i didn't think i'd be able to buy this stock. so that's what happens i don't think you have to storm into apple tomorrow, but if you think yields are going to 3%, maybe you've got a great point, but i don't think they are >> a lot of people had been eyeing the big tech stocks when will you take a look at it was bought today, up 4%. yesterday we led with apple because apple led the market lower. they were out there in terms of declines in big cap tech two-out super high mull 2i7les we see in

tesla? is this a bounce, do you believe? do we differentiate this from the pelotons, the zooms of the world. >> yeah, i think you have to differentiate mega cap tech. listen, you've seen massive multiple expansion even in the large cap. some of the higher valuation names, we've been talking about these names for a long time. the sas names or whether its be a peloton. trading at 30, 40, 50 times sales after the akcceleration they've seen in their business you have to say to yourself, they're coming against some very difficult comparisons. then with interest let's moving higher like this you have to readjust your models about what you're willing to pay for the decelerating growth

these companies are going to see. when i go to apple, microsoft, and alphabet, it's a different ball of wax altogether yet at lowe's, apple was down from its january highs if you feel like there's going to be another leg of this bull market, that's exactly where you would start initiating a position or adding to a position that maybe you've never sold some from. to me that totally makes sense microsoft and alphabet have also shown some relative good strength >> in yields settle in -- i go to tim on this i think that's what you're getting ats, that yields are settling boo a range at this point. >> yeah. >> is that enough for the next leg of the bull market is that enough for the tech trade even if it's just the mega cap techs to keep on going >> so yesterday on the show i pointed out that i thought that actually, the pull-back and the

relative under performance of tech to the s&p was a little more extreme than other pullbacks we've seen you essentially had almost a bear market take place the nasdaq pulled back almost 20%. we had that pull manufacture back here. yes, you slow the pace of yield rising and you settle into a place where we're up a bit why shouldn't the ten-year drift up to 175? 180? guess where we were at the start of twept2020 it was the signal e bond market telling you what was going on in asia i think we ultimately are supposed to be here. we have stimulus coming. what is that telling you about the cyclicality of the me? but why apple and google and am

zhon right there are three companies i think will do very well even in this cycle. with apple and google you have a strong valuation, i think. with amazon you've got a company that's been consolidating for eight or nine months and i think i want to own amazon >> if yields stay at around 1.5%, is that goldie locks for tech to go higher and the cyclical trade to go higher? >> i mean, you know -- you say that i can get inside your head you're smiling -- >> what's going on in my head right now. >> makes me wince -- >> oh. >> what do the kids say that i get triggered by that word there are stern words that -- happy hump day, tgif, how was your turkey day. >> gobble gobble >> gobble gobble the market will find it spligt p given some of the sellouts, they're going to get some

balances in this case drift away is drifting higher. >> james, you're nodding >> yeah. well, rising rates they reduce the present value of future profits, so it's harder to justify the lost evaluations. tech is going to lose steam. i think that continues as the rotation cyclicals in a we've seen if rates creep higher, obviously this trade is going to continues. market has to be cautious when rates are getting up to the 1.75 to 2% level. it was mentioned we tim. the stimulus bill. the second half is going to be challenging as the economic reopening story is already baked into the numbers i think the yield has been the excuse for markets to slow down. really, it had to come it couldn't go up forever. >> our next guest has been calling for this tech bounce let's go off the charts with chris barone what are you looking at?

>> i first want to put this in context. from the september lows, nasdaq 100 were up 30% over the eight or nine months you had a big move we gave back half of it over the last several weeks we started to find some support over the last four or five days. i brought along five charts. what i'm showing you is the percent of stocks in the passed one. that's good enough to get an oversold response when you're in an up troend when you've been in a leadership group we had that condition late last week we spoblded to it. i think the thing is going to be whether nasdaq can claim their leadership role. i think the majority is out on that maybe the odd dynamic in chart

two has been the weakness in tech preceding this never hit the broader market as recently as yesterday, the s&p was making a new high. as tech corrected over the last call it eight weeks, the rest of the market hung in there let's look at some of these washed out nasdaq 100 tech stocks that have done a lot in the down side that seem to be responding the lower rates or maybe dollars start to roll back here i brought along three names. paypal i think is a good place to start they took this down from high to low over the last several weeks. you bounced off that 220 level you might get another shot there. but it never violated its relative i think good stock will take

along here qualcomm is a fantastic, fantastic long-term chart. can it was too far too fast. it got ahead of itself they've taken this down over 30% the last several weeks you're back to major support you held it over the last several days, this is where you start to put positions back on there. lastly, i would encourage you to look at workday. another one of those examples where you broke this thing 20% over the last several weeks, but right back to support. and what do you'll these stocks have in common whether it's pay paul or workday, all corrected in up trends that is where we like to put expose your back on. i think nasdaq continues to rally here let's see if they can reclaim their role as leaders. >> chris, a few weeks back,

maybe -- i forget when -- time is so confusing these days, but you actually called for higher rates, right, so you saw the 10-year yield going higher the back drop with the assumption that the ten-year yield will go higher >> i think we're looking at a yield at some point this year. the they feel like they want to pause in the short term. let's remember something go back to 2018 or 2019, tech was the only gain that was working. bopped yields were 3%. tech was working, so this idea that all of tech is dead with bond yields at 155 or even 180 i think is a little far-fetched. >> chris, thank you. >> thank you >> cnbc posts screen for some other stocks you can see the full list at

cnbc/pro guy, which chart do you like or not like >> i love chris's work qualcomm we've traded down to 123 i think. qualcomm at 16 times earnings, qualcomm at valuation, given the selloff is the one i would sort of -- i would gravitate towards. >> ok, chris of course is a technician who is in the pantheon of technicians. you love his work. dan, which chart do you like or not like >> i like the paypal kawhi rechsed qualcomm i love the qualcomm, too you know, qualcomm down at 1.30% from recent highs. i think it's important to remember they did not put up a

good quarter the stock got sold off that being said, paypal had an amazing quarter, amazing guidance does not have this valuation support. trading about 50 times, you know, no one gave a crap about paypal's valuation anytime in the last two years >> whoa, whoa, whoa. >> i'm not sure why they really care when interest rates go from 50 bips to 150 bips. to me i think you have a great start. if you're looking at a level to get in for paypal. >> do we have a watney mouth rule on the play >> crap is a four letter word but it's permissible we're not going to get any fines. >> all right i think paypal's valuation is in the he potty.

ultimately there is cyclicality, there is some rotation and that that's not going to end. doesn't bode well for pay balance. he's been dead right on revaluation, but reacceleration, the economy story. i do think qualcomm -- and their royalty business has been resolved they have this connectivity story, the auto chip shortage story that's working in their favor, so i do like that chart >> coming up, disney hitting a major milestone. why didn't investors stream out of the stock today the traders break down how long the gold and silver luster will last

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welcome back to "fast money. shares of disney missing out julia has details. hi, julia. >> well, melissa, disney announcing the company hitting the milestone just 16 months after the service launched

now to the final five million in the past month disney plus's subscriber base is half the size of netflix this is notable because disney forecast it would really between 60 and 90 million subscribers in 2024 it boosted that forecast to up to 260 million by 2024 the government saying it's planning to open disneyland after the state of california changed guidelines they say there's no dwip active plan to open the cruiselines yet but this fall they may be able to have some limited cruise ship operations depending on the virus and also how much of the public has been vaccinated when it comes to that dividend, he says he expects the company to reinl state it sometime in the future no date yet, though, melissa bob iger indicated he is leaving the company at the end of the

your as previously announced >> thank you, julia. james, where do you stand on disney >> it's one of those brands you can never bet against. disney's future looks extremely promising. up in the last three months. investors had to take so many profits. it only accounts for 7% of the revenue, disney plus they're expanding into other heavily populated areas with koj tent so we think the price raise is going to reverse that trend. it wojt be profitable until 2024 incredible numbers as they get new releases of feature moves, they're going to charge $30 there's a lot of integration with artificial intelligence it's going to be a better experience for streaming users than netflix lot of potential there

i'm cautious, though, because we're at such a choppy rkt ma. i think this is a great long-term vibe >> we had taurktd about a disney rerating guy a long time back. we've seen the strength of the streaming business probably ahead of what most analysts had forecast in terms of subs added. the pandemic turning the corner and not getting that help of people staying at home, does that momentum continue is it enough, you know, if that part of the business slows down for the reopening side of things, the parks, the hotels, etc., to actually pick up the slack. >> here we are at $200 you've gotten that rerating. even if they aren't $5 a share, which is probably a stretch. it's trading 40 times forward multiple that's a big number for disney

i get it revaluation, more of a netflix model, i understand. but he points out all the time this is not nearly -- profitable is not the right word -- but lucrative, i guess there are times to bet against disney i think ats $200 a share, given all the good news, i think you got to start taking money off the table. i think you saw some of that today. i can't wait -- i tell you, the line for the hall presidents when they open that sucker is going to be ridiculous it's going to crap around. >> around epcot. >> that's going to be the one everyone is clamoring to get into the hall of presidents. tim, what thom rogers said is the quality of the subs added, the most recent surge in subs. >> yeah. >> the international are lower in terms of margins.

>> and we'd be remiss not to point out, i think first tom rogers is a stud i refer to aim as a visionary media mind and i listen to everything heed says the story in terms of how the stocks will trade and where netflix have been rewarded, when disney tells you today when at one point there were 60 to 90 million suction, now theysay more by 2024 i'm going to reward that growth. i also think that -- you know, look, the reopening bid. disney's going to have it from two or three different corners of their business and i think they're going to be rewarded, the stock, that is if it's a relative value trade, it's disney over netflix netflix is still trading over 90 times.

i like disney's growth >> can disney or netflix, dan? >> at this-minute i'd say net flicks stock gapped up, new all-time high, i think we were talking about that, who the incremental buyer is at this point you say to yourself, there's a lot of things firing. let's go back to tom rogers, the stud he would say this is a great spot let's go back to what james started this conversation about disney is that disney plus is less than 10% of their overall sales. when you think about their opportunity to monetize those users, i am super bullish on their opportunity here and the cross selling, but when you think of netflix as a pure play, i think netflix makes sense right here i think disney will catch up in a lot of ways. i think it's a big mess right now. when you think of all the unbundling, the cable bundle, when you see all the content

that's being grabbed back as these new products launch, we're going to see massive rebundling at some point and maybe netflix takes advantage. >> here's what's coming up next. >> it seemed the unlikeliest of calls six months ago energy would rally and tech would flounder well, that's exactly what happened the man who made the prediction joins us to tell us what's next. plus tesla shares revving up in a big way today. options markets are looking for bigger returns over the next month. we'll tell you just how high, or w, ilot could go when "fast money" returns oh yeah! honey, you still in bed? yep! bye! that's why we love skechers max cushioning footwear. they've maxed out the cushion for extreme comfort. it's like walking on clouds! big, comfy ones! oh yeah! hey, dad! hey, son! no dad, it's a video call.

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welcome back to "fast money. the energy rally taking a pause today, but still up nearly 40% this year. take a look at this headline it reads "sell tesla, buy exxon" sounds familiar to you loyal "fast money" fans. it should. let's go to a conversation we had with paul analyst paul back in august. >> the 2000 says it was a huge company for loils. the next decade is going to be great for these stocks i'll do it i'll do it i'll come back in five years >> we didn't have to wait five years. paul's pare trade is working out. we check back in with paul in january and he doubled down on his energy bet with a new trade.

>> but you know, the analyst, i tag dog, the apple of oil, because its technology. i was thinking how can i get another trade like this. let's do it. >> another home run call for paul eog is up 21%. since that call tesla is down 20% since then let's bring in paul sankey you got a hot happened, paul what do you want to declare next >> you remember that the second time around i said actually i should have retired after the first call, so you know, we've got to keep going where this thing, guess there's a lot of cross kurpts right now. we've had a very big move. when you see that saudi attack on sunday, we really got stretched on the relative thing and oil is hitting 70 on brim. it was ahead of itself

we're coming back a little bit here actually, if anything, i think the trade is declining what we like is the idea of getting refining between here and driving season the stock's kind of expensive against margins right now, but anything works february to may it's going to be pdf or marathon or bowlero having said that, the super cycle we talked about, the five-year trade is still on in oil. >> paul -- >> congrats on -- >> go ahead, tim >> go ahead. all right. to paul. yeah i mean stock picker extraordinaire you started to get into the macro. it's important for anyone to understand supply will be demand dynamics the opec plus announcement of a week and a half ago has a lot to

do where that rally that was faded by the disruption trade over the weekend give me your outlook on where we are on supply and demand and opec cohesion and can traders trade along with that. >> the market believes we're drawing about one to 2 billion barrels a day. the market is tightening through oiling we haven't come back from covid yet. obviously we're in early, mid march is a seasonally weak time. we're expecting like many others to see the seasonal decrease in demand you can see a million barrels a day every month now into may-june and driving season. so that takes you from the two million i just mentioned under supply plus the three, four million of extra demand, a market that's six million up and probably about five to six million of opec capacity so the market's looking very balanced hire.

what a lot of my clients and i wanted to see was actually opec increase in how the market would take the additional oil that was originally planned but we got this sort of juice call from saudi where they said they're going to extend the cuts, and so we didn't really test what's the underlying market here. so we weren't as thrilled as you would think about saudis not increasing again we want to get back to an ex-opec market a lot of investors, for example, don't want to invest in a market with opec. the bounce look like it will be very good. that's the super cycle call, especially when you combine wit the whole fed inflation rate >> hey, paul it's james. >> yes >> my we is the energy sector is seeing a massively strong late cycle rally. traders are talking crude oil

projections all the way up to a hundred dollars. only half the oil wells are open >> that's what i was referring to -- oh, you mean on the texas crisis on the texas crisis, we think the supply has come back the real issue is the refining issues the wells have come back quickly. the refineries don't we're only talking about a matter of weeks. you should be making some great gas leej and we've never seen a bigger deficit in terms of a down time. the hurricane season tip cally comes after driving season what's new about the texas crisis, the snowstorm that we got, it's better driving season and that's why we think there's a refining trade here. but basically the supply side is recovering much more quickly than the refining site

there's a lot of moving parts here >> paul, put your trader cap back on. i know you said these pairs trades were five-year trade and right now you like they're finding part of the oil sector, but if you had your druthers, wouldyou take off the short take or isit all long oil at this point seeing how much apple and tesla have declined. >> if i was long tech, i would be terrified by not today's action obviously, that was a massive bounce-back but i would be terrified of the prospect of higher interest rates. they're very low they're moving rapidly higher but it's potentially a loge way to go. i think it's terrifying to be along these arkks and stuff like that with such high multiples. given what we saw in the past couple of months as interest rates began to move higher, it

destroyed these stocks you can argue that we rally interest rates lower, but i don't see why they would they're going to prinlts a list of unnecessary dollars obviously we're worried about low income people and people who are struggling but summertime wealth has never been higher. you're adding another two trillion to this pile? that's the weak dollar argument that makes you bullar or bearish. >> so you're sticking with it basically. >> always a pleasure >> thank you guy, he's speaking your language >> i love paul -- i mean i love him more now obviously he is speaking my language the energy names have obviously had a big run. the lever name, psx today, the reversal from 91-to-87 is concerning in so much as we

thought they'd stall at the june highs, although i think there's room to the up side i think you'll see pullbacks on a lot of these names. i think the tail winds might abatd a bit. i think the energy trade is still first. >> coming up, did boeing just turn a major corner? shares sent flying may be taco tuesday but we've got quesadillas on our minds check out dloils when we return. e return edloils when we return tdloils when we return aidloils when we return lsdloils when we return dloils when w return when we return hi, i'm a new customer and i want your best new smartphone deal. well i'm an existing customer and i'd like your best new smartphone deal. oh do ya? actually it's for both new and existing customers. i feel silly.

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welcome back to "fast money. shares of boeing climbing more than 2.9%, announcing positive net orders for the first time in 14 months. phil has details >> we knew this day was coming let's look at the chart of boeing shares going back to november of 2019 why are we showing this to you because that's the last time that boeing posted positive monthly orders, which is what it did in february with a net gain of 31 commercial airplanes really, the turnaround, it comes down to the 737 max. we've known this was coming. we've seen increased number of

orders we've seen the cancellations coming down. in february what did we see? 39 orders and just 32 cancellations. and the deliveries, 18,737 keep inspect mind while boeing had net positive sales of 31 commercial airplanes and the industry is feeling better about saying let's order more planes there's no doubt that there is greater interest in the 737 max. as for whether or not boeing can get back to the dow overall, this chart says it all i mean, look at how much they lost compared to the dow jones industrial average, if you go all the way back to notify of 2019, but make no mistake, melissa, you're starting to see an increase in the backlog you're seeing greater interest in the max and greater interest

in airlines around the world to perhaps start to order a few more planes and those are going to be most in demand >> thank you, phil this week is sort of like an anniversary for boeing because it was two years ago this week that the 737 max was grounded. so if you're in this as a turn-around trade, tim, and i know you've been in and out, has boeing -- >> i'm in, yeah. >> -- turned the corner on this? is the easiest part of the turn-around done as far as the gains? >> i think, hook, the easiest gains are when it went from 80 to 140 on nothing. you can do the math on that sent jmtd wise, the grounding of the max was a lot of noise, a lot of appropriate scrutiny and regulatory focus on boeing, but it's recently been ability the destruction of the airline industry that's really where the stock got off cliff.

it traded from the highs where this was an extreme cash flow story where they were generating $25 a share. it did things we thought it should be doing and never thought boeing would be in this population now, again, the story here is about the recovery of the airline industry it's less about the 737 max but if you get into the order back, boeing's edge is in the wide body planes, in the 787s so it wasn't a great month for 787s airbus tends to dominate the narrow body planes, so i think that's going to continue to be the story. but united, southwest in the order book the fact of the matter is the airlines are starting to see higher pricing they haven't thrown major capacity up there yet. that's going to be supportive of everything, even if it's not buying more plains in the short run. in the long run it sends a good signal even now after this move

>> dan >> i think he covered it all no listen, we cancel everything in this culture that we live in right now. 346 people died of their neglect jens you couldn't pay me to go on one of those 7377 maxes, to be frank. i don't think this plane has seen the proper reckoning as far as i'm concerned if airbus does well the smaller planes, fine i'll book the airbus maybe i'll stay on the 77 if i'm going a very long distance, but to me, i don't have a taste for boeing here. >> all right coming up, a shining rally for metals we'll tell you why wall street is digging in. tesla, double digit. we're breaking down the action don't go anywhere. much more "fast money" after this

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precious meltals glittering today. meantime, the dollar pulled back from its highest level in nearly four months. dan, you actually flagged the dollar move. >> yeah.

you know, mel, it kind of is related to the story that we just talked about with oil, too. if the dollar really is bottoming, it seemed to be a one-way trade that it seemed universal that people thought was going much lower i expect a dollar to actually get stronger look at what we've seen with rates. if you go back to 2013-2014 when we had that temper tantrum, the dollar started rallying. what happened toe oil? it got cut in half to me, it seems lining a lot of people are on the wrong side of the dollar trade and seems like there is euphoric price action in the energy trade i'd just be careful there. >> guy >> on the 6th avenue in new york city, i think, i haven't been in a while, but they have that debt clock. it's going to strike $30 trillion if you can't get bearish on that, i don't know what is i thought the dollar would continue and slide from the fall

into the spring and it's obviously bounced. i think this is a short-term bounce, maybe some sort of flight to quality after the nasdaq sold off 12%. i think the dollar to the down side is going to continue and it should be positive for metals new monta mining looks interesting to me. >> coming up, we'll tell you what we spotted in the market. fast money and fast food the big news oufts of chotiple we'll break it down when "fast money" returns came to every part of our universe. chipotle we'll break it down when "fast money" returns toufts of chipotle we'll break it down when "fast money" returns oufts of chipotle we'll break it down when "fast money" returns f chipotle we'll break it down when "fast money" returns change is all around us. shaped by technology and human ingenuity,

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welcome back a reinstate minder cramer is off this week but we've got a special report "on the edge" we'll get the hottest takes on big stories of the day. coming up at the top of the hour, you don't want to miss that tesla putting the pedal to the metal today. despite the monster move tesla's still down more than 20% in the last month legislates bring in mike co

chouw. >> tesla is always one of these names that is sees a lot of options activity it's nearly two times the 20-day average, trading over a million call krgts the other thing that's nearly doubled, volatility. this thing has definitely seen an uptick in realized volatility since yesterday, seems like some buyers are emerging. the calls were not the only ones trading. it seems like there are some dip buyers stepping into the mix and expecting tesla to rebound over the days and weeks ahead >> do you like tesla in this environment in which people are abandoning tech? >> i think it's a great option play there's an opportunity to put a long bias but it's also an opportunity to earn a premium. you can sell an out of the money put here, buy out of the money

and crawl. it's majority of the short term move there's modest momentum, but that high volatility, that's a big opportunity for collecting premiums modest up side more volatility. i are say there's an updated cyber truck unveiling in the quarter. we may see some action come back to the stock long term i agree with analyst recommendations. i recommend they sell bitcoin and buy the stock here >> the 695 level, the s&p inclusion level. does that matter >> the fact that people are looking at it absolutely means it matters when everybody starts talking about things, it becomes a magnet selling puts in this environment sort of scares me a little bit

i'm not suggesting -- it works in some cases. typically i'd say up 20% in a day, that's the exhaustive move to the up side what we're seeing now is continuations of moves probably see another 10 to 15% move to the up side before things get sorted out in tesla >> dan, what would you say >> you mentioned there was a 20% move higher, obviously, today. if you look a month out we are doing the options hit right here the straddle is implying a 20% move in either direction so to james's point it's a tough options play, buying options it's a dangerous options play if you think there's more downside. you better be prepared to buy it in the way the stock has been moving around, to me, last week at this time, i think the stock was 700. i thought it was going to 600. at this point i think it could go back to 500 that was the breakout level.

you mentioned the 695 level,st new all-time high days after they announced the inclusion of it, the breakout was 500 that looks like great support to the down side. >> up next, the burrito bowl has some new competition the delicious details on what sent shares of cpohitle rallying today. "fast money" is back in two. ♪♪ ♪♪ ♪♪ flexshares are carefully constructed. to go beyond ordinary etfs.

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welcome back schi poetly rallying today, introducing quesadillas to the menu what an innovation. guy, what do you think >> i'm going to be the new spokesperson on chipotle we're not just breonna taylora blowouts we're quesadilla blow outs get some the stock held the january low >> let's go around the horn. tim. >> yeah. i think emerging markets fit in with the super cycle with i think a washington radar and moves into cyclicality em breaking out weeks ago, try it again >> james >> final trade is quantum scape. they're attempting to produce

the first solid state lithium batly. it's going to double, potentially, the range >> dan >> i remain bearish of the xle i'm a seller >> guy >> you got to love spr >> thanks for watching "fast." good evening i'm scott wapner jim cramer is off this week and this is "on the edge. good to have you with us top takes tonight, big city backlash from too much stimulus money to fears of people leaving for good what is the future of the american metropolis? is it a bubble that's about to pop and leave you holding the bag? the disney comeback, who deserves credit for the company's new found magic, the new ceo or hot shot hedg