growth factor because he has such strong beliefs on siding with your country. the theme in both interviews with him. >> quite scary to hear some aspects how close it could be in the next decade on important battles of military innovation but also reassuring to hear him suggest they're on top of it we're out of time on "closing bell." thanks for watching. "fast money" starts now. >> i'm melissa lee this is "fast money. today's trader lineup, guy and -- tonight on fast following lennar and crowdstrike. on the move. we're dive into their quarter straight ahead guy is stepping up to pitch his next best idea why he thinks this chip stock is ready to rip. later move over jim rayburn, google him if you don't know him. we're playing the mismatch game, pairing up stock that has

nothing in common except one thing, valuation find out which mismatch pairs is the better buy but we start on breaking news with uber. on an sec tieing uber will reclassify uk-base drivers as worker, entitled to certain benefits but not full employees. it will increase uber cost but still adjusting e profit anal -- profitability with trade down two percent. this comes after five years where uber fought to keep independent contractors in the uk it does face other battles around the world in an op ed that was just published the ceo doesn't expect to be pat on the back for his decision but does hope it shows a willingness to change we'll see if that's the case as

he confronts more regulatory battles here and abroad. >> all right thank you. should this change the way you look at uber given it's in one of the biggest markets. >> yeah, clearly one of the biggest markets and they've well-defined the cost associated with it and their ability to break even makes a lot sevens. i think it's not a clear-cut case in the u.s. some drivers it some drivers don't. it's just one of those things that will continue to go on. i liken it to, remember back in the day is amazon going to collect sales tax, were they not. when it finally happened it didn't matter any more the company's course was set in the direction it was going to go this company is not expected to break even or profitable for another two y5ears or so

at that point will start to wonder about that valuition -- valuation, given the head winds or uncertain how to classify these worker. meantime i don't think it's a big deal. >> dan makes a big point not being clear in the united states given other drivers have other jobs and do uber part time but in other countries it could be the difference between uber and lyft. >> and under scores the difference between european labor markets which are much, much favor in -- of the worker. over here a lot of uber drivers are also driving for lyft and other folks including three other jobs look, i think this is not good news i don't think this necessarily changes the characterization of the profit profile and i think they will be cautious about what they do and how they say it is a

stock that is run almost 80% since the california announcement and the delay, effectively, and push back of the classification of workers in a time when the company is a great re-opening story. i think your cautious as traders. i don't think you have to do anything with a company that has a lot of good news priced in >> uber share down 1.5% now. switching gears, big question for investors we want to discuss ahead of tomorrow why doesn't anyone believe jerome powell. we'll hear from the fed chief tomorrow as he wraps a two-day policy meeting rapid rise in rate sure to be front and celebrity. -- and center he said fed isn't thinking of a rate high but wall street not buying it, with new research out in the past couple days saying the fed is likely to over shoot its inflation target forcing them to move up their timeline for raising rates.

the question is, do you believe, should you believe jerome powell, guy, we start it off with you >> i absolutely believe them, i believe every word they say all the type i'm quite certain they have no intention of raising rates shouldn't mean they shouldn't. doesn't mean the market won't do it for them. in terms of inflation, if you're living on this planet, last i looked we all are, though there's question from time to time about some of us. there's inflation in copper, food, ed education, health care, assets -- and don't think when mr. weeble sold that $69 million piece of art that is in part what's going on inflation is everywhere they choose not to mention or acknowledge it, so in the midst of that, the market is doing it for him. i have no idea what he will say tomorrow $120 billion purchases month to moch they're going to have to increase that to keep rates

down, i don't know, but right now market is doing things for them.down, i don't know, but rit now market is doing things for tho 0 -- talking about this, if speaks to the complacency of what they created. do i believe them. absolutely the market, calling bs. >> the vix hadn't seen this since february last year it seems like a lot more people are being optist -- optimistic. should be hotter, so why shouldn't fed move up the timeline. >> i think the fed is taking everything into consideration, talking about the vix, the volatility, both in equity and the rate market and fed is taking a measured approach so it

doesn't over shoot one, if we raise rates an then have to reclose economy or if they cut back bond purchases. talk about getting slammed for being transparent. i appreciate when people are forth right with me and i'm not going to punish powell for doing it with us some are taking contraireian side of a bet but find it ironic contraireian trade is crowded. doesn't make a lot of sense to me it's a market. it's two ways for a reason people are entigtled to express their view but 2020 and 2021 have been defined by fed policy and extremely dangerous to bet against that so i won't bet against that. i expect them to continue a measured approach and take in data and react accordingly >>. >> tim, what do you say to that? >> does the market believe the

fed? today's action shows the market does not it puts powell in a difficult position we knew this two weeks ago when rates were out of hand and powell was in intthere. the market will price the lock -- long end -- if he says we're thinking about it rationally. we're thinking about formula we're thinking about the models, which are saying the reopening will be strong, they wouldn't say it like this but much more nuanced. then you have problem with credit spreads and equity nuances, very difficult to be painted into, that possibly the fed painted two years, possibly back to long-term capitital the minute they start pulling liquidity from this market put on your hard hat because it's not going to go well.

>> painted into a corner threading the needle you throw the metaphor at the fed it's difficult to do, whatever it is it's difficult to get out of and difficult to do maybe the fed can control the situation in one way, when it comes to the longer end of the yield curve. let's bring in steve liesman, you have a provocative theory as to what the fed should do >> first of all, melissa, do some calculations. timmy, i need some help. >> i'll try. >> let me do this right now. >> okay. >> talk about not believing the fed. i want to go at this thing real quickly here i have the s&p go back to, i don't know what you want to call it. september. the ten-year with 6 basis points. - with 66 basis points the s&p 3300, call it. over that time the market is up 3962 that's even today. and i got the ten-year at 162.

so the market's gone straight up what's my percentage return on that time period, got about 600 points i don't like to do math live on national television. >> so 660 on -- right, 660 on 3300 is roughly 20%. >> okay. so 20% up while the ten-year has gone up, you tell me the market doesn't believe the feds i think they believe the fed lock, stock and barrel if you look what has happened to yields and then powell came forward and said this is not a big deal, it's what we expected, an the market kept going up from that march 3rd moment. so i guess i would question one of the premises, melissa, i think the market believes the fed. i think powell, maybe he's won this round against the market. the market tried to push him to push down on the ten-year yield. they tried to push him off his notion of whether or not

he should be quite so dovish he's pushed back i think he won his round. >> why would you declare that so early. we've seen the market throws a tantrum when ten year goes towards 1.6% and we're digesting that level why are wall street firms saying the fed will be forced to move up their timeline when he says not thinking about raising rates they say, jerome powell we don't believe that, we think you'll have to move up that timeline. that's what i mean. >> i will answer in two parts. first of all, you got to call the clock at some point. okay at this point you're at 160. markets are still in pretty good shape relative to where we've been there isn't been a complete sell off. we went from 160 i think that's pretty clear. the other thing though, be careful with what those wall street firms are saying.

they're saying some of the dots in 20223 may come back to 2022 what are we arguing? whether or not the fed will hike in the second half of 2022 or the first half of 2023? usually the market doesn't get that exercised about what's going to happen, i don't know what you call it, 18 months down the road the debate, melissa, is will the fed taper in october or november or early 2022? all of that seems to be on the margin. if you tell me the fed is talking about rate hikes this summer or doing stuff with qe this summer, that's moving up the timeline the debate is what happens much later this year and 2022 so i don't think all of this stuff is of tremendous consequence not when you have massive vaccinations with gdp north of

6% fed $1.9 trillion in stimulus. i think companies and this is the thing you guys are most focused on and rightly so and better than anybody else what's it mean for bottom line of companies, a boat oad. >> you outlined every single reason jerome powell should move up his timeline. you just gave him a laundry list of reasons why that timeline should be moved up. >> well i didn't say one thing, 10 million are unemployed. 6.2% unemployment. he think it's more it like 10% when including the people who dropped out of the workforce he has said and i take him at his word i'm not saying what is right or wrong but i take him at his word he means to operate different from previous feds which is to really drive down that unemployment rate. not leave minorities and people who are otherwise have more

trouble in the job market leave them hanging on this expansion here he's going to let it go as long as he can and he's going to, i guess, test the inflation theories or inflation dynamics in this economy. remember the last time we had an outbreak of inflation was in the 70's we didn't have globalization as much as now. we didn't have the technology. we didn't have the notion in people's minds, melissa, if a price you can go out -- and i would really challenge guy on the issue of inflation being everywhere first of all, you don't eat assets i can't put that into the cpi. i don't know how much assets i skon assume to put in the cpi. the other thing is the price indices are price indices and all show relatively modest inflation. if you have a better price index i'd be willing to consider it but when you look at million prices out there on the web, there's a great series

there, the dowell is dtrimming there's 14 indices saying the samt thing a lot of things are going up but some going down, example -- service inflation. >> that's fair 35 million in this country aren't eating anything so i would push back and say through the lens of the stock market the guy's a genius and should win a prize but for 10% of the country this is early 1930 stuff going on. i would submit a lot has to do with policies they put in place in the last 12 years i know you're going to say i'm wrong but it's my opinion. and they don't seem to be able to answer that question when asked. >> you know, it makes sense to me, guy. except if you could explain to me how the fed raising rates will help poor people and lower income people more i don't see it i don't get it maybe there is some way. it does definitely advantage

wealthy people by raising the stock market it also helps middle class and low income people by lowering interest rates especially in housing. i get that the fed policy does some of what you're saying but i don't see how raising rates or tighter on policy helps them more. >> steve, we got to go, but before we go, tell us about taper and twist. >> okay. taper and twist is my idea, i haven't run it by anybody, except i guess i run it by you guys it's a conditional policy. so i know what powell wants to do is avoid a taper tantrum. he wants the ability to pivot out of this very strong $120 billion, which i will acknowledge is too much, i my the feds should pair that back already. given that, he wants to avoid the tantrum. what could say is if there is such a reaction in the market

the federal reserve is willing to do what's called a twist which is to sell the short end and buy the long end to emiliorate or ease the rise that might come in the announcement of taper so i call it taper and twist because it sounds cool. >> are you going to ask him that tomorrow >> i think i'd prefer to see what -- maybe -- i don't think so >> oh, come on >> i -- you know, someone made me say on television today what my idea was and i wasn't really ready. i prefer to think about it a little bit more. but taper and twist sounds good, i'd lake to own it. >> steve, thanks our next guest fears the fed will set the stage for another record run joe lavorna chief economyist of the americas and served in the trump administration joe, welcome back to cnbc. good to see you. >> thank you great to be back, melissa.

thank you. >> so you think this is like nirvana for the markets 1 >> it's like nirvana and the fed is going to be extremely accommodat accommodative. it would be a mistake if powell brings forth tightening, to get inflation higher so it offsets the fact it has missed its target for the last 12 to 13 years. that means higher equity prices and tighter credit spreads so be it but i'd be surprised if they come off that approach they do signal that we're getting a taper sooner that is going to lead to a big hiccup in markets, higher rates, lower equity prices, wider spreads an already work against what they're trying to do, which will probably be the best year for

gdp since 1983. >> joe, thank you so much for joining us tonight this is bonawyn. contraireians get what they want and there's language that indicates we will have tapering, change in policy, do you think we'll see it translate into the equity or credit market? which do you think will be the leading indicate orindicator in regard >> it will happen at the same time. if you look at inflation we've had two months a row where your core inflation has disappointed to the down side over the last three months your core cpi annualized is under 1%. in the last year 1.2%. so yes you have higher inflation expectations but if the fed bring forward the taper, equity and credit will act simultaneously in the negative direction. not so say the economy will be weak but if the fed is trying to run the economy hot as powell

said time and time again then they need to keep this policy with the pedal to the metal and only until measured inflation moves higher than they can ease off the gas a little bit we're just no way near there yet. >> hey, joe, it's tim. so, nirvana, you said six to nine months of nirvana, let's go to that great rock out, 1991 song number 5, lithium, which is used to treat bi-polar disorder. this market without the fed is basically -- i should say, has been led to bi-polar by the fed. how do we get out of this dynamic? or is the fed's problem to worry about? >> i wouldn't say it's bi-polar because if you look at boone yield they've been negative for over two years this is a global story which obviously fed is a very important part of but we're

looking at tremendous recovery in earnings we had a v shape boom last year i talked about that, it's continuing we have a lot of momentum this year, the stimulus has been huge for growth, and earnings in the equity market will be somewhere up 185 190. it's going to be a massive recovery from where with were before i wouldn't say it's bi-polar certainly there's a lot of market intervention but that's been the case for big banks for a long time. the question is, when will rates rise because the demand for capital is so strong for new investment that rates are forced 20 go higher maybe late this year early next year but not yet >> joe, great to see you, thanks. >> thank you, melissa. >> quickly dan nathan, jerome powell said we're not thinking about thinking about raising

rates, do yields stay put? have we seen the top for now >> first of all, it's exactly what he's going to do, they're not going to surprise anybody. no one thinks that it's going to happen and guy's right, rates in the tenure will float up towards that 2%. i will say it again -- if you'r looking at the lens of the stock market, at the v-recover y what have we done over the last year or last 12 years or so it's been a transfer of wealth from sovereigns into the corporate sector so the stock market of course is reflecting this. rates are never going meaningfully higher maybe 2.5% if you think about how much debt there is all over the world to continue to keep this stuff afloat to me, i just think seeing 2% in equities don't even care. >> all right we got a market flash we want to get to on plug

power, plunging at the hour. >> shares dropping as much as 15% as company says it will need to restate some financials for fiscal years 2018 and 2019 and filing for 2019 and 2020 the company said it and accounting firm kpmg determined there were errors that they will disclose in an upcoming filing and they except to achieve gross billing targets in 2021, 2022 and 224. this company specializes in fuel cells. >> thanks. guy what do you make of this >> it's interesting. 35.5 in terms of stock price that's where we exploded from, trade the at $76 or so i'm not mistaken we're back at the 36 level you can play it and say markets

will look past it. they're going to basically give them a mulligan and you have a chance to buy the stock in levels you haven't the seen in quite some time because the overall, far-reaching story might be in tact i probably wouldn't play at that table but lot of people are. you have the chance to buy this on the back of extraordinary volume, for play over the next six months, it's a really interesting opportunity in plug power. >> coming up, china cracks down how you can trade around the tech take down. >> first we're all over crowdstrike. we'll bring you the adtre when "fast money" returns

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welcome back to "fast money. whoever said valuations don't matter, well, they do to us. so we're going to play a new game yes i a new game here on "fast money. it's not the match game. it's the mismatch game that's right we're bringing in the 1970's to the 2020's we couldn't use the original game show music or we'd be sued. so we're looking at stocks both trading around the same valuation, let's get right into

it, first chipotle and amazon trading 65 times forward earnings so guy, which is the better buy >> i'd love to say cmg for a myriad of different reasons, we talked about the burrito blow out and the stock has been a monster but at some point the growth wanes around it comes down-to-earth and evaluations move down and coincides with the stock moving lower as well i think it's a ways away from that whereas amazon, sky's the limit. it pains me to say it, the better buy in this mismatch game would be amazon. >> you played the game considering this is our maiden voyage, if you will. bonawyn, you want to weigh in on this mismatch. amazon or cmg? >> sure. i mean, the music is --

>> -- horrendous. >> -- reminiscent of something i've never heard before. but amazon, i think you can see choppyness here. we seen it in growth over the long term it's about getting value accretion for what multiple and i think amazon checks all boxes >> bonawyn is so polite. it's like nothing he's ever heard before i said it's horrible, the music, that is. tim is up next walmart and facebook trading at 24 times forward earning which is can the better buy, tim seymour. >> speaking of mismatches, how about that game, anyway, let's get back to this game. mismatch because you got a tech company trading at a multiple that is more akin to consumer staples or big-box retailer which is

walmart. that's the story, facebook is trading at a discount because the market is putting discount on the quality of management, quality of earnings profile and quality of being able to control the business long-term facebook has traded cheap to the sector for a long time walmart trading cheap to i it in last couple months but is a company re-rating along with e-commerce growth in the country in which they will take a disproportionate amount and compete with amazon at some point. in a mismatch world walmart behaves more like the tech company. facebook behaves like the consumer staple company. that's what's crazy about this walmart, if i wasn't clear. >> dan, you want to weigh in >> i don't know how clear he was. just kidding

yeah, i think facebook has better earnings power. >> all right let's get to the next mismatch amgen and morgan stanley trading 14 times earnings, bonawyn, which is the better buy? >> i'm going to say amgen. if you look at revenue growth and margin of late, you've seen this uplift in the banking sector, when you drill down a bit further and look at ratio, return on investment capital, return on assets and return on equity it is much better for amgen and has upside to bring pharmaceutical and b biotechnological developments to market i'm going with amgen. >> i feel this will be difficult for guy adadami, what will you

take. >> but thought i'd take morgan. stanle -- i'm with the ice breaker, morgan stanley made massive strokes to change the business model and year ago dan said was great financial chart. that's great a year ago but their margins continue to get widdled away where amgen is best biotech stock so i'm with it on this one. >> last but not least. to me the most interesting pair of the evening netflix and ge both trading at 52 times forward earnings, shocker, right dan, which one >> i'd say netflix when you think about one of the reasons netflix gapped up after their last quarter was just really unleashing that earnings power that investors had been waiting for here growing into that valuation

when comparing apples and oranges like in this scenario here, i want consistency, i want quality earnings, i don't think ga will be able to demonstrate that any time soon and i think if netflix is going to continue to churn out earnings growth the way they have with double digit maybe 15 to 20% i sales growth? netflix few years i think knelt flix. >> this is one of -- netflix . >> this is one the best games we played on "fast money" to the worst music on "fast money." coming up we'll get you details of crowdstrike and starbucks perking up, the reason behind the move. a lot more when "fast money" returns. you were thriving, but then... oh. ah. okay. plan, pivot. how do you bounce back? you don't, you bounce forward, with serious and reliable internet.

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. welcome back to "fast money. earnings alert on crowdstrike soaring, josh? >> up 500 percent in the past month and heading up sharply after hours. for the prints, guidance better than the street was looking for. i caught up with andrew the da davidson strong and conservative he says -- guidance expected and on conservative because the demand is stronger than last year due to solar winds and microsoft exchange attacks crowdstrike is a buy a kordsing

to -- according to andy. ceo calling it a phenomenal quarter. customers of all sizes are franchising crowdstrik choosing crowdstrike -- back to you. >> thank you, josh for more on crowdstrike quarter don't miss jim cramer interview with the ceo on ""mad money." meantime dan what do you say >> listen, we were. looking at a similar situation in zoom couple weeks ago -- 35 times sales this year 27 times expected netflix year netflix y50er. next year. he felt the guidance was conservative, also the case for zoom who had a hard time here.

i wouldn't chase the stock at 210. the implied market 11 or so. i don't know who the incremental buyer is there's one important shift. zoom down shifting from last year's demand look at what happened with solar wind, a secondary shift for crowdstrike business but very expensive stock stock. >> all right coming up. is this one of the worst looking charts in the market one thinks so. we got the name straight ahead first, guy, one semi stock set to surge will the other traders buy in? we'll find out when "fast money" returns. they have customized solutions to help our family's special needs... giving us confidence in our future... ...and in kevin's. voya. well planned. well invested. well protected. sales are down from last quarter but we are hoping things will pick up by q3. yeah...uh...

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welcome back to "fast money. the chips ripping higher today and guy adami saying one space could see a bigger break out, stepping up to the plate with his fast pitch to the mound. guy, take it away. >> yeah it's been a while since the power pitch. you get to my age and your arms get sore but i will power pitch away the name is amd

i think it is poised to go higher here's my reasons, the acquisition in october, they spent $35 billion on that. a lot of people said they completely overpaid. guess what, in retrospect, they didn't and quite frankly given the chip shortage we talk about now if they try to do a similar acquisition it would cost twice that once again, amd ahead of the curve. second point, their third-generation chips are twice as fast as the competition as dan knows, twice as fast in this arena is light years ahead of everybody else and they're reaping the benefits of the five years. and the other reason, lisa who took over in 2014, if you recall the early days of "fast money" we with talk about amd existing only to keep intel from being a monopoly and quite frankly that was true

she took over in 2014, took her a year to turn it around and look at the stock performance from late 2015 to where we are now under her leadership quite frankly, i still think the best is yet to cop for me this acquisition filled in some of the blanks that amd was missing. third-gen chips are light years ahead of everyone else and stocks traded 24% from recent all-time high. i think we will take the next leg higher back to you melissa lee. >> tim, got a question for you. >> fire away >> right so if intel is the new york yankees and amd is the upstart new york mets, they really close the gap on the legacy powerhouse how do you handle the fact that at this point they're not sneaking up on anybody in fact, amd is trading at 35 times. roughly 30% growth it's in the price much in the

way that people understand the mets are really stealing the thunder from the yankees these days. >> i like what you did there, i do you're 100% right. if you want to just play the valuation game, yes, these upstart amd is way more expensive than the stogy old intel yankees and there seems to be -- you know, intel is being left in the dust for a lot of different reasons and amd is ahead of the curve in terms of some moves they made, including the acquisition last year was a huge gamble, not unlike yankees gambling, sometimes it pays off, sometimes not. it will pay off in spades. >> no more questions or sports metaphors, are you buys the pitch on amd, dan nathan what do you say? >> i'm dan but i'm selling amd

here last week we did a ugly duck ducklings thing off stocks that were hit hard off recent highs and then an a i'mic bounce, this is a bounce, i think it's going to break at the 72 level and go lower. >> tim >> i'm a buyer, much in the same way i'm buyer of the new york mets, the cpu platform is innovative and they're rocking it. >> bonawyn. >> grand slap. go mets. listen, i'm buying it as well. think guy made great points. i understand that the push back will be ral is uation traded at 55, 60 now at 44 that should give you comfort to get involved. >> are you pandering for america's vote, guy, your slogan. >> can you read it for me. >> keep it sly, vote for guy,

you can if you want to it's your term to vote america keep it going for guy or not are you buying guy's fast pitch on amd, we have twitter poll results later in the show. up next, one coffee stock percolating to new highs, is this the caffeine joltour y portfolio needs. much more "fast money" right after this walter, did you know geico could save you hundreds on car insurance >> announcer: fast pitch is sponsored by geico world's strongest man martins licis to help you break down boxes? arrrggh! what am i gonna do to you box? let me “break it down” for you... arrgggh! you're going down! down to the recycling center! >>hey, thanks martins! yeah, you're welcome. geico. switch today and see all the ways you could save.

he welcome back to "fast money. check out starbucks topping the tape hitting a all-time high the recovery is gaining steam and symptoms -- stimulus checks could provide a additional boost. bonawyn, what's the trade here >> it's a great company that's been able to pivot throughout the pandemic and figure things out. but i'm not buying it. 39 price earnings through 21 is bit rich it normalizes around '22 and '23. there will be massive revenue and spin pulled in the shorter i don't want to look at 22 or 23

when looking at reopening trade. i'm going to pause here. >> coming up, one of our traders is calling this the worst looking chart in the market, the name you should watch if you own it and don't get chipped. still time to vote in the twitter follow are you buying amd, let us know cmbc"fast money. results straight ahead this is us talking tax-smart investing, managing risk, and all the ways schwab can help me invest. this is andy reminding me how i can keep my investing costs low and that there's no fee to work with him. here's me learning about schwab's satisfaction guarantee. accountability, i like it. so, yeah. andy and i made a good plan. find your own andy at schwab. a modern approach to wealth management. (naj) at fisher investments, we do things differently and other money managers don't understand why. find your own andy at schwab. (money manager) because our way works great for us! (naj) but not for your clients. that's why we're a fiduciary, obligated to put clients first. (money manager) so, what do you provide? cookie cutter portfolios?

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money. alibaba shares falling after the company's web browser was pulled from app stores in china following comment from chinese president xi saying regulators need to fill in gaps and loopholes when it comes to chinese tech companies dan, you're saying one of the worst looking charts in the market of a chinese tech company. >> yeah. it's ali bbaba the stock has be very volume at -- volatile. sitting on massive technical support. massive head and shoulders formation. really has to hold here. the news flow has gone from bad

to worse, i will leave that for tim, but it seems like the chinese government is looking to plant down on this company and it'sentities and you want to the be careful below the recent lows, 22220. >> i get clamping down harshly would be biting off your nose despite your face because they're national champions at the same time they could really transform these businesses and how they're valued >> yeah, that's the -- i'm actually more worried about this alibaba media assets, they hold in twitter and a online gaming platform that's a $40 billion company, these are parts of nuggets of value that i actually like in owning alibaba so i'm not surprised that the regulator actually needs to do their job. i'm not surprised that they are

slapping on the wrist, call it, the companies that have been front-running the government it's the entire china tech sector that is under pressure. the irony of this is that this is where we were fighting many of our geopolitical wars in the last couple wars with china to really control the internet and next wave of technology companies which china wants to put them out there i don't run to these levels i got to tell you 220 very bearish on baba. >> >> i think options markets telling us calls outpace puts 1.5 to 1 i wouldn't read much into that options 2.5% move in either direction between now and friday short-term and then the trade that continues the narrative is about 10,000 of 225.5 strikes puts in march trading for 1.30 so spend half for down side

protection between now and friday just putting insurance on the books given the negative news flows of late. >> for more action tune in on friday at 5:30 eastern time. up next, find out the results of the twitter poll #cnbcfastmoney. results are after this quick break. we see harnessing natural gas unleashing the promise of cleaner energy.

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tonight children detained at the border, what they're facing inside holing facilities plus a spring break nightmare for law enforcement. welcome back to "fast money. time to find out if viewers at home are buying guy's pitch on amd. this one electrified the twitter verse. more than 75% of voters are buying your pitch, guy congratulations. i think that's a record. and twitter wasn't just loving your pitch they love you. look at this >> ha ha. >> and in case you're unclear, this is a deep fake, this is not guy actually singing so guy, enjoy the win. final trade time tim? >> thank you, mel. >> at&t makes you feel they've been rip rolled as well and i think you need to stay with at&t >> dan >> pfizer. >> bonawyn >>

amgen. >> guy >> i'm nfting that thing and going to be a gazillio my mission is simple, to make you money i'm here to level the plays field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends, i'm just trying to make you some money my job is not just to entertain but to educate, to teach so-c call me 1800-743-cnbc or tweet me @jimcramer. betting