>> pretty interesting, 14 buys, 17 holds on exxon, something you don't see every day. i appreciate you being on very much in the two-minute drill courtney garcia see you again soon. >> thanks so much for having me. >> all right, in overtime we have the best weeks for stocks of the year three up days in a row, see you tomorrow. send it to "fast money" right now. >> live from the nasdaq marketsite in time square this is "fast money", i'm melissa lee, tonight's trader lineup guy adami, tim seymour, karen finerman and jeff mills. ahead on fast, the hits to the supply chain just keep coming. today a earthquake in japan set to impact micro controller ships in cars, and the war in ukraine highlighting the fragility of the global network for goods, how long will consumers and investors feel the pain? miss on fedex in the stock making big swings after-hours, and later trade it or fade it,

all-american edition, is now the time to bet on stocks and make most of their money right here in usa. names in the debate coming up. we start off this st. patrick's day show appropriately with sea of green in the markets, rallying third day in a row, s&p best week of the year and growth stocks soaring, block, robinhood, shopify, massive rebounds, up more than 20% since monday and software igv up best week since february still multi-decade highs is too early to bet on growth do we believe this rally before our eyes, tim? >> it's been extraordinary nice green, mel, on st. patrick's day. >> i forgot. >> well, it's disappointing. this fun comes out once a year -- we're off 6% bottom on monday s&p. about 8.5% nasdaq

12% on semiconductors. i think it's more a function what sold off. if you look at what was working it was high-multiple stocks, crowdstrike, roblox, i bet it was up by more than 5%. it does tell you there was more risk on to the markets that's where the extreme pessiminism was in stuff that may not be out the woods yet but no question we were set up for a very interesting bounce. that's the big debate, is too early for growth or too late for growth for some of the names that's really the story but no, i don't think you should be buying those with two hands >> i guess if you believe the narrative that fueled growth stocks before, karen, that is the economy may be slowing and you want names with idiosyncratic growth, that will grow no matter what. is that what is feeding this rally this week. >> i'm still confused from yesterday's rally, i haven't fully digested that. i think things were really,

really over sold and you had people who just buying the dip has worked, worked, worked, right, so it worked again. you didn't do a ton of buying this time. but i think, you know, i don't look at the market as a monolith, i look at my specific stocks so i generally in an environment of rising rates i tend to want to be in ones that have lower pe's so that's where i'm gravitating. i've had this long fang and short igv for a while which worked generally nicely today igv up way more but has been decent place to be in last couple months. i have to think about where will i unwind that igv. it is well off the bottom. but is something i should unwind right now? because i has the market digested the fed raise i don't know if the market digested ukraine. >> look at oil prices, commodity

prices tell you we're reassessing that whole call. these are commodity prices breaking out, oil back to prix levels and tonight traded 29%. >> jeff what are the markets telling you about growth versus value? >> i think you have to be discerning, quite frankly? -- if i look at value, i take financials they tend to peek relative to the market before ra rates peek, i think we're closer to peek in long rate say the 10-year treasury there a lot of people think i think you can top out in terms of relative performance in some value areas. i think of energy, yes, definitely over bought, it was 40% above 200-day moving average but not over owned a lot of investors are under rate there i look at slb or eog like i talked about the other day or

sheneer. there's opportunities there. i don't think it's too early for growth again, if you are being discerning in the style. we're looking at our overall asset allocations in our clients' portfolio and removing sick cyclicality and creeping towards growth, names like nike, microsoft, or amazon, recently added salesforce i mentioned it on the call today, as much as we love to hate the company, generally investors hate it you look at a name like facebook, it's down 40%, has below market pe, it has high margins they're certainly dealing with issues but that's the kind of stock that could do well in the next three quarters. >> yeah i think it's also how you perceive what growth versus value is some people might make the case that some stocks like a meta is, you know, value at this point. with growth, guy so it is growth in terms of the

overlap among these sectors but if you believe rates will top out just over 2% or closer to the peek than we are to the opposite then that's supportive of higher valuation stocks that may trade at a premium. >> well, i didn't go to camp as a kid. i was one of those people to stay home and figure things out on their own that's probably for another show if you think karen is confused she has three times that i do what's that make me off the last two days one can only imagine i will say this. there are growth name that's have secular tail winds supportive of the names i will give you two in the chip space nvidia sold off enough, the reversal tuesday suggest that and amd speaks to the same thing. a little cheaper on valuation but same growth potential. i will go there. i'm with tim on energy clearly a blow-off top in crude, we talked about it when it happened the pull back made sense but i

don't think it's over, i think you can still find growth in energy i will tell you oih with resistance at 245 forever we spoke about it and said buy the break above 250 traded north of 300 right back down to those levels, dip your toe in there, mel. >> karen, when you talk about value, it seems like a more defensive portfolio because valuations is the back drop of the market what do you look as the most defensive area in your portfolio given the market back drop. >> i like guy's facebook where he hates everything about it except the stock, that to me is very defensive, it is below market multiple. also i look at balance sheets. if we start to see credit markets, they seem to be a little better last day or two but started to see some cracks there. so i want to be where balance sheets don't matter, where they are excellent. so to me facebook again, amazon,

apple and of course google i want to see buy backs and low pe's there's still growth there. >> by the way, i see almost green sweater. >> it was green in the closet. >> i'm gravitating towards united health. i think i am getting decent growth or even j&j where i think i have double digit pharma growth these are multiples, united health care not cheap about $22 a share 2022 you can do to the math it's already trading 23, 24 times, i think it should be trading at a premium to this marketplace. these are names that are a function market is rewarding you with companies giving you consistency and pricing power. if you listen to unh last call they were overly conservative of the covid outlook and did great job managing expectations that's why their stock is well owned. >> drug stocks having a strong week hitting all-time highs.

next guest says this is a solid year for what he calls a boring group. to break it down openheimer's health care equity strategist great to have you with us. >> thank you, appreciate it. >> who is the buyer? specialist or tourists looking for defense? >> i think it's the latter group if i had to guess what's happening. stocks doing well in pharma and biotech are not so cheap, they're somewhat defensive. but they're not value stocks more growthy then anything else. this group is doing well, i think it's trying to find safe havens, defensive stocks in names that quality investors are looking for and pharma and large cap biotech for the most part is giving investors that. >> hey, jeff mills here, so we mentioned pharma, i totally agree. i think you're dealing from a

position of strength, it's not below the 200-day moving average like many areas and health care is a place to find opportunities and appears it will continue to work, this defensive growth area what's the scenario where it doesn't work and you start to see the relative performance break down. >> i think it's just a matter of whether investors are gravitating towards growth or value. i think pharma has a value-tilt to it. there's obviously components that i wouldn't really define eli lilly as value or generon two stock dozening good of late in particular. any time you get a growthy-sort of rotation back into small and mid-caps where we see investors flock to those areas, pharma gets less interesting, maybe on a relative basis i don't think we're there yet, i think the group probably has upside from here. >> in terms of the smaller to mid-cap bioat the point tech

mid-cap biotech names, how unloved over the past five years or so. we get that it is mostly ibb but if you look at xbi what sort of back drop do investors need to see in the market to get them back in? >> definitely this xbi has been maybe the most frustrating or confounding area in all of health care. it probably takes a few things there's been 352 biotech ipo in four years, and less than three months seeing on average 80 plus ipo's that's a lot of companies in one complex throw on another 400 or 500 that are publicly traded. and all of these private companies in the loop as well. there's probably over, like, a glut of these companies that kind of have to self-fix, and i think data has been very spotty. don't need to get into all of the details but this has been

like a pretty poor period for clinical trial results on a whole. we discussed this too, melissa, i think the mna trade is one investors are so keyed on, a lot own biotech just for acquisition and the environment has been slower than we thought so i think some self-fixing. some of these companies need to figure out who they are, the data's got to get better and i think some deal activity would make sense to put it into perspective, the large cap pharma group we talked about earlier probably has north of $500 billion to spend. in my mind investors look at the group and they're looking for top-line growth. if you can get that growth because of the acquisition we're probably going to see more of it. >> jared, it's karen let me drill down specifically where do you come out on lilly's alzheimer's drug. >> they just delayed it a bit.

it's a very, very close call when i look at pharma in general as a category there are two major markets that i think can attract investors, one is alzheimer's the other iso beat -- ebes obesity and lilly is the only one out there -- if you are somewhat bias that they can get this drug approved and they kind of use a different methodology to get it through the fda and the pricing dynamic is decent unlike bio gen into the market then you layer on obesity which is a massive, global epidemic then lilly is one of the best long-term holding you could have it's trading 20 times earnings on next year's number, so double the multiple for the group but i think you have to own it

long-term. >> jared, great to get your thoughts, thank you. >> thank you, guys, appreciate it. >> jared holtz of openhpeoppenh. guy, what do you make of these name sfz. >> we haven't run from lilly i will stay there he's right it's trading close to 30 times next year's numbers i totally get it but if they are able to figure out alzheimer's, it's a holy grail in big cap pharma the stock goes to $400 easily that's not hyperbole i think on monday karen had merck as her final trade, i'm with her on that we talked about bristol myers for some time, quietly made a six-year high and still upside on that one. >> i'm with him. final trade bristol myers. i'm long lilly for the reasons he said, right, it's the holy grail, also, if -- if, but it is

a big if, we don't know. and then also i like pfizer and avi which we also mentioned. >> coming up, red light for auto stocks earthquake in japan deals the sector another setback, which road is heading, but first fedex shares down almost 2%. we'll break it down next when "fast money" returns (vo) right now, the big switch is happening across the country.

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this phone? more concert tickets. and not just for my shows. switch to xfinity mobile for half the price of verizon. new and existing customers get amazing value with our everyday pricing. switch today. ♪ welcome back to "fast money" earnings alert on fedex, the stock dropping after-hours, down 1.8% the call just getting underway in a few minutes, let's get the latest. >> melissa, shares down about 2% and fedex saying results partially offset by the omicron variant which ceo said caused disruptions to the network and diminished customer demand in january and into february, higher transportation cost and wages weighing on results. the shortfall volumes offset by shipping prices to help revenues

stay afloat. average ground rates up 9% and express rates soared about 19% leadership, org structure will likely be a topic on the conference call. fedex announced ceo fred smith's son richard who has been there a while as the next ceo of the express business analysts at barclays say they view the appointment as yet another loss opportunity on the topic of diversity, this as fedex continues to trail peers in the industry sector market cap one third of competitor ups. >> thank you. >> tim, what did you think of the results? >> i think the results were fiep fine when i hear about omicron head wind that's something i can shrug off. when i hear of the transportation cost i'm more concerned. the wages dynamic that's not difficult. x some retirement and pension commitments, 21.5 bucks a share.

you all can do the math this is trading 10 to 11 times. which we know and talk about all the time, is a trough multiple in fedex something to get excited about or is one of these stocks you don't buy at the lows on a trough. >> well i own it so it would be like buying it to me i agree with you the thing i always look at is how did they do relative to ups. ups put up that great quarter but worth keeping in mind, ups's quarter ended in december. this quarter for fedex was january and february which was the heart of omicron so i will give them a pass on omicron for this they should make the year we're already three-quarters of the way through it so they are talking about this fiscal year meeting expectations at this multiple i'm hanging on to it it. >> shouldn't we hear more about how the russia-ukraine conflict is playing out in terms of business demand and international. they came out in the release and

said they expect strong earnings growth in the fourth quarter, jeff you buy that >> yeah, i mean, listen, i think the good thing is was cheap going into earnings and we all know they are dealing with issues, that's probably why, fuel cost or slowing economy, what have you. i think the price going into earnings is going to help. that's why you are not seeing it move much to the down side after the report good to throw up the chart this is particularly interesting. i've been doing this with a lot of different stocks and sectors. i charted fedex relative performance against s&p 500 against manufacturing pmi, a pretty good gauge of the economy and like most transports the relative performance ebbs and flows with the economy soy talk basket slow and so i talk about the slow and growth dynamic but fedex has lagged by 30% since the peek of pmi

-- i would feel safe either buying or owning the stock here. >> guy, your take on this quarter? >> stock was just kuster less than . >> stock was just less than $200 couple weeks ago and rallied 10% in the amount of time, obviously broader market i hear what tim is saying but express, $23 billion quarter half of that revenue-ish, are express. that's who will be put in charge, his son, i'm sure he's great, it's just an interesting decision you know what the problem is the best margins they have is in fr freight the smallest of the business and -- so the only bullish case you can make here which i've tried to make number of time incorrectly, has been on valuation. i still think you can make that case but the stock can't get out of its own way. >> karen, when you talk about the differences when the quarters end do you look back at ups thinking they will see that degree of head wind and demand

destruction from omicron >> yes, i think so, it seems likely. >> yeah. >> so ups had a fantastic quarter. i think they will have a less good quarter they still seem to do it better, right. definitely fedex has a road map how to get there. >> they both have pricing power. they've proven that and fedex's goal should be ups's growth margin. shares of u.s. steel plunging after first quarter guide absolute be -- guidance below earnings expectations -- guy, what's up with this >> you know, tim will echo this, i'm sure i mean, from quarter to quarter it's hard to make heads and tails where u.s. steel is, they're literally all over the map. to remain bullet on letter x, which i am, you have to believe in the horizon for their run in steel prices last the next couple years

i do there will be noise around earnings, look at the last six or seven quarters and you will see similar. you have to be stead fast in the belief they're one of the better operating companies and have the tailwind in demand of steel prices. >> i'm long they point out that their long-term contracts are ridiculously profitable with price moving higher in steel. talked about the back log at big river, as significant as they've seen in a long time. traded 90% over the session of this print, given back, i think it's going higher. i stay long. >> where are you in metals, jeff, if anywhere? >> i think particularly this stock, i like it it was over-bought cheerily. that's part of -- i think the break out above 30 is meaningful and average is turning higher, there's momentum there, i agree with guy if you think the price of steel will stay high this is a good place to be so i'd be a buyer on any

pull backs. >> coming up auto stocks in japan giving another hit to the supply chain. is there more pain for the group, that's next. polo pick, ralph lauren -- details straight ahead you're watching "fast money" live from nasdaq marketsite in time square. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire [sfx: street ambience] ♪ ["fly me to the moon"] ♪ ♪ ♪ imagine a community where millions share ideas and trade stocks, crypto and beyond. to the moon?

in other words... etoro.the power of social investing. you can't buy love. happiness. or confidence. but you can invest in them. at t. rowe price our strategic investing approach can help you build the future you imagine. ♪ ♪ can a company make the planet a better place? what if it's a company that's pursuing 100% renewable energy in our operations. and aiming to protect millions of acres of land. so we can all live better. time square. uff. d there's some y great stuff out there. but i doubt that any of us will look back on our lives and think, "i wish i'd bought an even thinner tv,

found a lighter light beer, or had an even smarter smartphone." do you think any of us will look back on our lives and regret the things we didn't buy? or the places we didn't go? ♪ i'd go the whole wide world ♪ ♪ i'd go the whole wide world ♪ welcome back to "fast money", auto stocks sitting on the shoulder during today's rally. ford, gm, toyota, honda, falling, after the earthquake in japan knocked production off line creating another shock to already-stressed supply chain. president of america's operations in global vehicle

forecast, jeff, great to have you with us. >> thanks for having me. >> specifically these are components really only made by manufacturers in japan, like renaissance, sony, et cetera, how dire is the situation in your estimation at this point? >> well, you know, certainly over the last couple years we've obviously had a lot in the industry to deal with. the situation is really a stacking of all the problems and concerns and risks and this is just another layer on top of an already fragile system where we are seeing a lot of pressure on the manufacturing side of the business and that's really what's holding back auto sales so certainly something the industry didn't need at this point. it is relatively limited but it is in the chip arena when talking about renesa and auto chips are a hot commodity. >> we saw the impact of taking off line these factories when it had its fire, right, and ford

has said 80% of the production loss last year was specifically because of that. how much longer does this go in terms of it being off line to sort of make a serious dent in production forecasts? >> you know, it doesn't take long i think if you look at the -- look at just the -- all of the pressure on the industry as it stands already and look at what that plant produced, as you said, ford is one of the manufacturers that is potentially at risk here, just a couple days can certainly have an impact. it's a short-term impact but i think it is already a tough situation and chips certainly have been in very short supply already so this is something that just add that's additional layer of complexity. the supply chain has held up as well as it could, i think, given all of the risk and issues its

had to deal with but i question how much more it can deal with if we keep stacking more issues on issues. >> i look at so many secular themes and trends, incredibly exciting, things the auto industry hasn't seen since the early days of detroit. talk about that. these dynamics work themselves out with other sectors where you can delay but i don't think you will deny the ultimate purchase here. >> no question about it, tim i think when you look at the auto sector we look at it in stages, obviously, the first is recovery from covid from all of the implications around supply chain. and that is going to be pushed out, there's no question about that we've taken about 3% out of our production forecast since the beginning of the year as these issues start to transpire. i think the mid-term and long-run when you look at the

transition to electrifiction and all of theexcitement and investment pouring in in the ev-space and eventually autonomous it's extremely exciting just when will recovery take shape. >> in your estimation what's the biggest pain in the automotive supply chain whether micro processors or the earthquake taking off line production or difficulties of getting materials from russia needed for auto manufacturing. >> honestly, that's question is probably going to be different for each of the manufacturers but i'd say if we look at the industry as a whole it is the combination of all of those events that have really created the pain point and trouble spots just trying to get some traction on inventory and production levels around the world, we're

getting to the point in u.s., and other parts where you can start to look at the balance of demand where consumers start to feel the impact. inflation putting consumers at bay in some kasz, hold them out of the market temporarily, they'll come back but just a matter of when and how quickly we can get pricing adjusted. >> great to have you with us, thank you for joining us, jeff schuster lmc he said the consumer could feel it we've already seen price increases, at least in the likes of tesla byd, maker of batteries going to ev said they're raising prices too, jeff, it's not so far off here, we're seeing it now >> we are. and i sort of dove down an inflation rabbit hole yesterday, writing a piece on inflation for or quarterly it was striking when you look at cars, used and new cars, but right now cars account for 27% of year-over-year inflation. over the last 20 years it's been

8% so, i mean, you're talking about a major chunk of inflation right now being driven by that industry. if you were to pull out what's going on right now and inflation were to go back to what would be considered normal a perfect and half would come out over year-over-year inflation just like that.

to put in perspective how important the supply chain issues are and connecting to the macro picture what will th >> so i have gm. i'm concerned for companies guys internal combustion exposure where they make their money. i'm concerned they finally get supply of suv online when available when consumer for gas reasons, other reasons, but gas, remember 2008 that happened and that was pretty bad. so that is a fear why i haven't bought more gm. >> coming up, all-american trade. so much global risk out there is now the time to park money right here in the states, we're hitting games with good old game of trade it or fade it plus retail rise, shares of ralph lauren climbing, what's got analysts bullish

details next. >> announcer: catch "fast money" podcast catch us any time anywhere follow on your favorite podcasting app we're back after this. i like to keep my enemies close. guys, excuse me. i didn't quite get that. i'm hard of hearing. ♪♪ oh hey, don't forget about the tense music too. would you say tense? i'd say suspenseful. aren't they the same thing? can we move on guys, please? alexa, turn on the subtitles. and dim the lights. ok, dimming the lights. dad, we got this. we got this. we got this. we got this. we got this. yay! we got this. we got this! life is for living.

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welcome back to "fast money", we've got an earnings

alert on gamestop, shares down 9%, the conference called lasted whopping 11 minutes. >> wow. >> provided no guidance. what do you think of gamestop? it's amazing that it hung in there this whole time. >> you know, i think we've said, all of us here and others that do the show, i don't think any of us thought it was an earnings story, we talked about it on the back of that, but it's a question of are you going to squeeze out apparently the shorts they're so concerned about. i said a number of times given the volume the stock traded over however many months i think the shorts are long gone i don't know what the trading story is any more. at a certain point we'd all admit valuations and fundamentals matter and we're in that portion of the gamestop story. meantime ralph lauren and vogue rising 4.5%

refined casual clothing the new normal tim, i'm going to you on that? >> mr. refined casual clothing i think it's a case back to all kinds of things. i think there's a slightly different approach i think it's a step up from athleisure but you're talking about a company like many of the apparel folks have learned to deal with global supply dynamics have come out leaner and meaner and come out a stronger company, the trend is certainly a tailwind. i wonder how much pent up demand was brought forward already. that's my concern. >> was an interesting part of the piece, talked about valuation one but also good gio graph eck mix geographic mix it's an interesting piece. i liked it i'm playing it through capri i sold some couple weeks ago just on fears of russia-china

that one is cheap too. i like value so this falls squarely in that camp. >> this for some reason brings back memories, guy of sending you to a ralph lauren store try on bunch of outfits usual a special mirror. >> you remember that that's the archives of "fast money." that was a lot of fun. i had some banging outfits for you millenials out there that used that term we should use that on the cnbc video that's gold. >> guy's casual by nature. >> he's not casual nor refined jeff mills might be though do you have a trade on this one. >> not sure how i follow that up i was thinking about a back to a show in december where goldman did a double down grade of the stock and talked about looking for brand that's had strong

momentum idiosyncratic growth drivers. i don't know if ralph lauren is that camp not as profitable as lulu or nike and i honed in on that argument and can make a more compelling case for lulu 70 percent revenues from the u.s., if you look at valuation of ralph lauren, lulu, nike different from a relative or an absolute sense are right on historical averages so i would probably look elsewhere. >> coming up, four different stocks with one big thing in common we'll find out if they're worth scooping up with a game of trade it or fade it. plus heavy medal making waves in the options market. details when "fast money" returns. (vo) for me, one of the best things about life is that we keep moving forward. we discover exciting new technologies.

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rest of the world seems risky we decided this is the perfect time to play an all-american version of everyone's favorite game trade it or fade it. everyone's guy, dollar gen start us off >> doesn't we have that great audio, trade it or fade it, remember that. >> yes. >> what did we shelf that too, really unfortunately but i will play the game, trade it. you say why trade it they reported a miserable quarter and guidance wasn't great, you're right, but bad news, good price action, we talk about it all the time you saw that today i think given the fact wasn't as bad as people thought it would be gives impetus to trade mel. >> jeff? >> i'm going to take the other side and fade it looking at the chart it's a little bit in no-man's land and think from a fundamental perspective you're going to remain in this challenging

operating environment for a while. they have had margins pressured it's f-150 it's a evolution of the sales mix, just less profitable. at 19.5 times definitely expensive relative to history. if you are looking for retail t stock tends to do better in a growth slow down but generally i will sit it out. >> let's get moving to tractor supply tim trade it or fade it? >> i'm going to trade this one, wave red, white and blue looking at the fourth quarter talking double digit comps and gross margins and seeing pricing power. i think there's a good tailwind for this business. i think the expectations were extremely low. coming out, very strong tailwind. >> karen >> i'm going to take the other side only because they've had such a good run and it's just a little bit more momentum thing, the bar is higher now, so next

time will be more difficult for them only as a trade. >> next up is kroger karen? >> yeah, i'm going to fade that one also i don't mean to be debbie downer i just think that the reopen trade i could see as being a macro negative for kroger as people don't eat at home as much or go to the grocery store as much, inflation may be good for them but all that said, it's had a nice run, i would fade it. >> guy kroger >> i'm in the trade camp everything is coming up roses for the state of ohio, specifically cincinnati, kroger's hometown. they just reported a quarter and all analysts siting you inflation creates a tailwind as karen said 15 times forward earnings. and they seem to be running their business better, kroger delivers, good for kroger. it's had a huge run off the recent sideways action but still

think there's room on the upside i think tellsy advisory high on the street with $60 price target i think goes higher. >> last but not least, cesars, jeff, trade it or fade it? >> i'm gonna trade this one. i think everybody is looking for these reopening plays, where do you go, and i think this is a solid one. if you look at the chart it held at 70-dollar level which i think is meaningful and gives me confidence it can move higher and there's obvious tailwinds, covid fading, things of that nature and fundamentally it sold off non-core assets and focused on the u.s. business which has been more profitable it's taking the right steps to improve the business overall and i know bears will point to high debt levels, that's fair but there's scope to reduce those levels, they could off-load non-core properties and i like their digital business, it's ramping nicely something like $3 billion in volume last quarter

so i think you trade this one. >> tim cesars >> i'm going to wave the flag with jeff, i'm going to trade it i know the way the game is to be played should fade it but it's not rigged you know the game's not rigged i'm trading it a agree with jeff. in general i think the las vegas strip dynamic opportunities are significantly under-appreciated. i do think this is a reopening stock. i think the blood bath that's been a marketing battle in the online sports gaming is weighed in and i think at some point you'll have more rational players there. meanwhile, i think they're taking a significant lead. i'm long draftkings as well but i do think cesars will be a major player if not the major player. >> by the way, guy, you went to those ralph lauren stores and used the smart mirror technology, november 30, 2015, 7 years ago. >> come on. >> i know, seems like just yesterday, right. >> was wearing bell bottoms.

>> you have the video? >> we'll try to resurrect this thing. coming up, uranium options one of the world's biggest producer jumping in to have options traders weighing in. details next when "fast money" returns. you can't buy love. happiness. or confidence. but you can invest in them. at t. rowe price our strategic investing approach can help you build the future you imagine.

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welcome back here's a sneak peek at the cramer cam, jim talking to the ceo of williams-sonoma catch that exclusive interview top of the hour on "mad money" and don't forget you can have cramer sent to your inbox by using the qr code on the screen. meanwhile cameco corp as price of uranium goes parabolic, got options traders mining for more ahead. mike with the action. >> we were talking about this name last friday on "options action." along with ura, uranium etf the largest constituent. people following the space know taxon took $250 million position in uranium etf as well

we saw more than two times the average call volume in cameco and most active options that caught my eye that expire in the next 90 days or so that i thought were interesting were the may 25 calls, over 4500 were trading. now the stock was doing very well and those were eventually in the money and traded for more than $4 a contract buyer of those obviously betting that cameco could be above $29 which is the strike price plus the $4 and change they spent within the next two months. >> and tim, this is all about energy security. even with nuclear. >> this was a day we talked about we had ura etf leader, guy who runs the etf on our show today's new you had the doe, secretary grant homes office point out we need to supply aid to reactors in order to be

independent this is what bulls are waiting for. if you look for this as a trade you haven't missed the opportunity. if you look at that etf you haven't even broken out of the levels late last fall when there was also very good momentum here. >> a lot of uranium is in russia so a lot of the world's reactors would be dependent on russian uranium if u.s. puts sanctions on that prices will obviously go higher guy, how would you trade the space? >> tim's spot on when we had the conversation week ago as mentioned, the flip side, lithium stock was 25 and is significantly lower. i'm with tim on uranium. lithium as well. all of these things are absolutely in play here. this situation unfortunately is not going to rectify itself in my opinion any time soon, should be extraordinarily supportive of the underlying commodityits.

>> mike khouw thank you. more "options action" tomorrow at 5:30 eastern time up next, we have special final trades in honor of st. patrick's day. "fast money" back in two it's a thirteen-hour flight, that's not a weekend trip. fifteen minutes until we board. oh yeah, we gotta take off. you downloaded the td ameritrade mobile app so you can quickly check the markets? yeah, actually i'm taking one last look at my dashboard before we board. excellent. and you have thinkorswim mobile- -so i can finish analyzing the risk on this position. you two are all set. have a great flight. thanks. we'll see ya. ah, they're getting so smart. choose the app that fits your investing style. ♪♪ hey lily, i need a new wireless plan for my business, but all my employees need something different. oh, we can help with that. okay, imagine this. your mover, rob, he's on the scene and needs a plan with a mobile hotspot. we cut to downtown, your sales rep

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as you know it is st. patrick's day so we have got some pot of gold final trades, let's go around the horn, jeff mills? >> this one's a little bit on the nose, i guess, i'm sure these miners are looking for their pot of gold. talked about it couple weeks ago, said it would go higher, it has gone higher, i think you get to at least 45. >> guy, what's that sash first of all, and what's your final trade. >> look at you, love it. >> i'm doing this under slight duress but listen i'm repping my irish heritage, the whole rig, it says something like kiss me i'm irish or beat me over the head i'm issuish, i'm not sure, but agnico-eagle mines, aem, mel. >> karen finerman. >> so mine is secondary, let's say cvs pharmacy, you note

anything maybe some wipes for the way home cvs. >> tim seymour. >> budweiser king of beers happy st. patrick's day everyone. >> meantime "mad money" with jim cramer starts right now. see you back here at 5:00 for fast "market movers" with jim cramer starts right now ♪ my mission is simple to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "market movers" starts now ♪ hey, i'm cramer. welcome to "market movers. welcome to cray-america. it is time to make money my job is not just entertainment to education and teach you how it works call me or tweet me @jimcramer sometimes the last thing you need in this