>> look it's a proprietary threat assessment graph. it's a.i. driven cloud base it's killing off the dinosaurs it's coming for everyone it's in a great security sector. the multiple is crazy but is a wonderful long-term growth stock. >> victoria green thank you for playing in the two-minute drill. that does it for otas see you tomorrow "fast money" is now. live from the nasdaq marketsite in time square, this is "fast money", i'm melissa lee, tonight's trader lineup tim seymour, dan nathan -- ahead on fast dow transports down 10% is an early warning sign one trader is buying right now plus so much for being silent partner, elon musk went from passive to board member in 24 hours the impact of musk muscling in on twitter straight ahead. and mystery stock, all-time highs selling shampoo to motor

oil to diamonds, you won't find one here in new york city. we start with the easy come, easy go market nasdaq closing 2.25% erasing gains of the month and look at high-valuation stocks getting absolutely crushed. rivian dropped 9% and -- does today's action mark the end of the bear market rally tim, what do you say >> look at this big desk, this is nice. folks at home, by the way, there's three of us and of course melissa anyway, back to the question it's a case where, first of all, 251 on the two-year means we're effectively for most people seems like all-time highs it is not all-time but again the move higher semis down 4.3%. discussed, transports 10% move in five sessions

you are getting it from the most cyclical part of the market and lael brainard has been the most dubbish member of the fed is about to be appointed as vice chair of the fed is suddenly very nervous talking about, not dumping, but felt like dumping $9 trillion in assets on the fed balance sheet and would need this faster than the market expected. >> that and getting inflation down was paramount she's being quite hawkish in the markets, dan. >> if we start to listen to fed governors and listen to high-valuation tech stock brings us back to last time contemplating what it felt like to tighten in 2016, concerned about global growth, i realize this time is different, i'm not liking the prospect of, you know, even on day like today with crude down, back to $100 or whatever, if we start to see the dollar go up, crude go down, and stocks pick up in volatility

like this with the back drop of uncertainty, europe is likely to be in a recession and likelihood we're pricing in a recession in 2023 at some point stocks only down 5% are going to start to actually have to price that in a little bit and don't think we've really done that appropriately i don't think a 15% peak to trough decline in s&p 500 from january 4 atto low of few weeks ago adequately encapsulate lates the market. >> some have been annihilated, igb, high-flyer names, software etf that is sort of indicative of the high flyers so to me i feel like that's already deep in bear market despite the rally we had last two weeks and i think it should stay in the bear market. i agree with your point about lael brainard, i think she is the most dubbish, she's clearly

in the hawkish camp now and i think the fed does such a good job communicating and they'll do it again and again and we'll hear the message how hawkish the fed is a few times in the next, i don't know how long, this week. >> you sound almost sanguine. >> yes, the market is doing what it needs to do and next week we'll hear earnings from the banks, i know everybody hates the banks, i was looking at jpmorgan i know you hate jpmorgan and i love jamie dimon but that's beside the point, they're asset sensitive and will make more with rates going up, even with the curve as it is now. i'm long going in. >> in that chair letter, jamie dimon pointed out a risk to the market will move faster. guy, how do you make sense of the mixed messages some sectors are already deep

into bear market territory and felt the pain, the ark names, and others are close to all-time high and we have a sell off in bonds and stocks. >> i agree with karen about monolith except i don't know what monolith means so that becoming problematic for me. in terms of the fed, tim said it should be a bumper sticker, more fed means more volatility but the market doesn't seem to cares in the last month. you don't think it fully understands or comprehensives what's really going on here. if by definition fighting the fed when fed is easing liquidit than you're bearish, that's fine but effectively fighting the fed now means you're bullish i'm surprised how high we got in nasdaq and s&p i'm not trying to be to pok liptic but i don't think the market fully realizes what not

having a fed back stop, not having federal reserve effectively under writing this market which is what they've done the last decade and half means. >> yeah and i think this seems obvious, the fed will overdue it to convince market participants you have to be hawkish and they'll do it 50 basis points you look at cme tracker i look at every day, pricing at 80% chance at 50 point hike in may. >> can i ask a question. >> it's your show. you do you. >> okay when you say, dan, that the fed will do its best to convince the markets, you're talking fed funds futures, et cetera, how about equity markets have the fed convinced the equity markets yet >> no, clearly not it is obvious that they will overdue it now and then shift. and do what they had to in september 2018, why, because we're going to see the slow down

s&p earnings don't balance that in for this year and when they get dubbish it will get worse and be the worse time for equities in my opinion what's different now than 2018, $4 trillion is different, iterates can't go up meaningfully from here if they do the economy will have a problem and equity market will discount it right away. >> first quarter earnings are around 5 to 6% in the fourth quarter they were north of 30. so the certainties is not that the fed will screw this up, the certainty is that equity valuations need to be assessed differentfully higher rate environment that's the principle of investing we don't know the strength of the company's business and strength of the consumer i would look at revolving credit around auto loans, credit cards, home wecht equity these go up immediately. to be clear these are sensitive. and we have a consumer that is very much addicted to low rates.

and we're not seeing it. that's what equity can't do until we get there even though the market is a discountsing mechanism. >> two points, first, in '18 you had a very different administration just pounding on the fed, tweeting all the time, you got to lower rates, lower rates. i don't think we're in that environment, for the $4 trillion that's one reason, but also, this is a different administration and i think this fed will be less beholden to the market. >> administration is more worried about inflation right now. think about that it's different my point is if we have material slow down, to go back to you, they'll have to get more dubbish because the rates have moved 4 already in front that's why we have the imperative yield curve so can't go higher but in 2022 they're worried about inflation -- >> i think what lael brainard said was key, if you look at low to middle income household they're spending 70% of income

on necessities, more subject to inflationary pressure that will be squarely in the fed's focus and it is mid-term election year we can't ignore that fact either. >> no, absolutely. to everybody's point, absolutely not. what's different from now and october, november, december of 2018 is nobody uttered the word inflation for basically a decade and now it's on top of mind for everybody, rightly so, by the way. i'm glad the fed officials are so concerned about middle american people living paycheck to paycheck. they got what they asked for they've been begging for inflation for ten years and now they got it. they thought they could control it, clearly that's not the case, so will they over shoot? they have to they have no choice. next cpi readings have a nine handle on it when was the last time you saw that >> i don't know, 7.8 was high since the 80s right tim.

>> it and we talk about the lag effect with the ags the salts, the things with nine month delay we don't see the labor -- i think you get back to the case the consumer who is throwing away money, giving away 25% of gdp in last 20 years it's not about the rates at zero, it's the qe. if you look at four different qe periods we had and unwinding of the balance sheet which is what she talked about today, that's what is different about this versus other stuff, is the part i'm most worried about in terms of the impact what it does to both the markets and consumer. and remember, fed portfolio we talked about during covid in the early days, going in and buying we wondered why they bought aaa apple debt and buying stuff that weren't interest rate sensitive. >> you talked about banks, what are they telling you

>> the way they trade? >> the mega cap names, bank stocks, jpmorgan will earn next week and few others, it's just few bucks over the lows. trading horribly i would like to think big investors are doing smart things in front of events like that because to me not encouraging. >> bank stocks how they trade before earnings has not been a good indicator of those earnings in fact terrible they trade well. had been earning well for a while. they put aside huge reserves during the pandemic and yet still were able to make money and they were able to reverse some of those reserves so, i think three or four times they traded really well into earnings -- >> we're on the presipes of something. >> that to me is something i always look at hyg and lqd and see. >> credit. >> right, credit is just

starting to widen a little bit this in of itself, the magnitude of the move nothing to worry about, if you get couple days of it, credit, it's psychological thing and people get nervous that's one of the bigger risks. >> spirit airlines stock jumping, company received unsolicited take over offers and bid could derail a merger between spirit and frontier. phil lebeau with the latest we did hear from jetd. >> we did and jetblue is putting on full-court press to tell investors and spirit that we think this is a better deal and you'll see this is a better merger than merging with frontier here's the offer from jetblue to spirit $33 in share comes out to $3.6 billion. it's unsolicited offer and jetblue saying it firmly believes its proposal constitutes superior proposal

and represents most attractive opportunity for spirit's shareholders if jetblue and spirit were to merge would create the 5th largest airline in the united states as for spirit, well, they did confirm they received a offer from jetblue, the company says that, well, we're going to review that. remember just a month ago, february 7th, they agreed to be bought effectively by frontier in a $2.9 billion merger h here's the statement from spirit -- the board will conduct the evaluation of the jetblue bid -- and respond in due course. what about jetblue look at what shares are doing. spirit would owe frontier $94 million if it decided to break off the merger that both boards had agreed to. there's no indication that that is going to happen but we do know that spirit has said look

we'll look at the bid from jetblue, whether or not they have to break it off with frontier remains to be seen. what's interesting ere, jetblu is saying we'll be the ultimate low-cost carrier nationwide if spirit and jetblue get together and we'll be a true competitor to big four, american, delta, united and southwest, but what happens with exposure to florida? spirit is already headquartersed there and has big route network covering a lot of the cities in florida. so does jetblue. if they combine they'd have 170 daily flights into florida do you think regulators will go for that we'll talk with robin hayes during a press conference tomorrow morning and see what he has to say they clearly think it can happen and are offering $3.6 billion for spirit. >> if they sold some of the gates in florida, phil, who could benefit? >> depends who would get them. it really depends on who would get them

florida is very lucrative for all of the airlines so if regulators said sure you can do this but you got to sell some of your gates, your slots, there would be no shortage of bidders who say we want them >> phil, thank you for keeping us posted, phil lebeau with the latest in the airline industry tim, what does this mean with timing does it go with any point in the cycle. >> srnl on offense, capacity is pulled back and you have companies leaner and meaner. from a balance sheet perspective comes at a time jetblue has had moments they spoke to the community and said balance sheet repair was important to them and they are trying to get back to somewhere around 30 to 35% they're currently at 55% debt to equity that's something, there's $2.2 billion in cash, 2.13 or something offered with shares. that doesn't do that and it puts them in a more levered position that would worry me here. >> it's interesting, two years

ago they were in a horrific position, the idea they'd make an all-cash bid not just $3.3 billion plus the additional 3 and change of debt that's kind of amazing they feel they can do it they feet in the first year the savings would be $670 million can't argue with that. but i don't know from regulatory standpoint, we're in a different environment, airline deals in the past are slow and take a long time. they have to analyze the florida situation. as a semi-old risk arm this is one i would not play. >> guy, what do you make of this >> you know, i'm a built of a conspiracy theorist as you know. in sports sometimes teams try to drive up the price of a player to get the other too many to -- to pay up and hurt business the other team maybe that's what jetblue is doing?

>> it wouldn'ts to hurt frontier. >> or spirit. >> thinking like cheese whiz here maybe they're driving up the price thinking frontier will have to pay for and jetblue figuring not going to get anywhere i'm with karen spirit airlines has been eight year down trend since $83 in november 2014 or '15 i think it's one of those rallies to be faded. but this is not the last chapter in the stance and frontier will have to pay up if they want it is my sense. >> all right, elsewhere in the transport space iyt drop 3g% and one name has trader hitting the buy button plus so much for passive investment what elon musk joining twitter's board means for the social stock. don't go anywhere, "fast money" back in two. you get up to 10x the speed at no extra cost.

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welcome back to "fast money" the transport trade in trouble today. iyt etf down nearly 3% one stock is catching karen's eye, what is it? >> i'm looking at ups last

quarter, stock rallied, got lucky. of saw earnings weren't terrible except for omicron ups has been hit couple weeks on fears of omicron, labor shortages, i think the valuation has come down now 15 times i love the management. love the margin improvement. i still think we have a reopen effect which if they can deliver to businesses, more concentrated deliveries is good for them. so at this valuation i feel like it's kind of on sale and i want to buy some tomorrow. >> ups is clearly the quality of the two, compared to fedex, not that i don't think fedex is reassert itself but fedex is trying for the gross margins of ups and they are south of where fedex is, if they were, would be 40 higher in stock

to i y t transports are down north of 10% in 5 sessions. unp and the rails are a major part of that move n my view. and it's telling you something about maybe where demand is. remember we talk about transports being cyclical. ups is 18% of that etf so look under the hood those are major concentrations, right there 36%. >> so guy, as you recall we had mr. chris v e rone of strategyis on yesterday who said we're losing the banks and losing the semiconductors and now looking at the transports, what's this point to >> i through in a godfather reference and you had no idea what i was talking about, that's what i do. the transports are important, not nearly as important as when myself mand dow created them back in the day. but important nonetheless. and so economically sensitive.

if you look at union pacific 18% of the etf has been on fire, starting to roll over. ups second biggest holding, ran into trouble may 2021 high, starting to roll over a bit. not ready to say we've lost the transports yet but they are clearly run over karen is 100% correct, ups is cheap. you know what is cheaper by almost a full turn, fedex which hasn't traded well, which is also top five hold on iyg. with the hyd we talked about for a while, lqd you got to have the transports without question. >> all right we're just getting started on "fast money". here's what's up next. >> announcer: musk gets social, the tesla ceo tweeting his way to the board of directors, what's in stock? can we expect an edit button

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welcome back to "fast money" elon musk adding another title to his resume, twitter director, news helped the social media network close above $50 for the first time since last november musk could bring new life to company that has lagged behind competitors let's bring in our guest, sal, great to have you with us. this say guy with tremendous reach. this say guy also with the hughes of production for his car

set up tents in the parking lot to get the stuff done. what can we expect here? i feel like we should be expecting a lot in a short amount of time. >> yeah, the fact of the matter with elon musk is that he moves fast you guys were on here yesterday and i was watching, we were talking about whether he was going to get more active and be involved and here we are a day later and he's on the board. we had all of the tweet storms going out, the edit button and everything he's dog. everything he's doing, the guy just moves, love or hate him when you look at the stock over the last 10 years the product hasn't changed, it is huge, they haven't innovated and shipped new features to customers and the people on the platform are languishing. >> really good point, we were saying last night if you put a couple product fixes in may keep some power users very happy but it doesn't grow that audience.

that audience hasn't grown much 330 million active users and never going to get to 1 billion. i don't think the ex-cto new ceo could fix that and elon as passive board member couldn't help, what's it mean for new audience. >> i will disagree when you think about new product rolling out it comes down to more engagement and immersive content that draws in new audience and grow the platform because people are able to create more engaging communities and content. while edit button might not be the thing that does it, but plus longer form content and plus new things will allow creators like myself to create that engaging content that draws in new users.

that's the bull case if it were up to me. >> we were saying yesterday elon musk filed 13g just converted to 13d, so it is official now he's activist investor in twitter karen is coming through the 13b she alerted to me a few minutes ago. sal, in terms of, thinking of what elon likes an be open forum, more diverse views, crypto, nft's, will these things help bit monetize or at least keep the users sticky to the platform >> i think you're going to see a lot more test from them. they're going to try new things, test new stuff, it's going to be a more interesting time, it turns twitter into a meme stock. you saw the options activity yesterday, it turns twitter into much more exciting and probably

volatile stock and from business perspective creates a recruiting edge that hasn't existed previously that no one is talking about. top engineers in silicon valley were not looking to join twitter. they weren't shipping product. now you have elon musk involved. maybe they will move more quickly. maybe 10x engineers everyone talks about will start to move to twitter. >> excellent point, sal, great to get your thoughts >> thanks for having me. >> no telling what talent can do for a company like twitter, guy. and sal mentioned in terms of recruiting edge. >> no question about it. if you're not following sal on twitter you're doing twitter wrong, his tweet threads have become must-read in terms of trading the stock, we thought could get to 55 got to 54 and change, close enough for government workers as they say again over 2 million shares is

enough in the short-term i think it is. and i think you see it back in fill mid to high 40s and buy it again, it will be great stock to trade in next couple months without question. >> elon shows 13b started buying in end of january, stock was in high 30s, 36 when you file 13d you have to say what your intentions are unlike a g we didn't know that yesterday. now we know he's doing the board, he may buy or sell inth future, may need liquidity he can do whatever he wants, you can do that in a filing. the interesting thing, the stand allows for the board to say you can't buy more stock above 14.9% as long as you're on the board and 90 days afterwards who knows. maybe he will get bored and do something else but meantime he's

clearly going to shake things up what's it worth? i have no idea. >> all right let's move on. because we have news on frontier airlines responding to jetblue competing offer for spirit let's get to phil with the latest developments, phil? >> melissa, the statement from frontier which just came out is a very clear rebuke of what jetblue is proposing, in fact, the company takes jetblue's proposal to task saying oh, no it is not superior to our offer saying unlike the compelling spirit-front of the net combination an acquisition of spirit by jetblue a high-fare carrier would lead to more expensive travel for consumers in particular the significant east coast overlap between jetblue and spirit would reduce competition and limit options for consumers. it is surprising that jetblue would consider such a merger at this time, given that the department of justice is currently suing to block their pending alliance with american airline s.

frontier is not backing down i think this is a clear indication, melissa, that frontier while they're not raising their bid, they're not changing anything, they already have a merger in place with spirit, they intend to make sure spirit shareholders and spirit board is aware that they want this merger to go through. now, do they have to amend the terms now that jetblue has come in with a offer that jetblue says is 37% to a premium over the frontier merger agreement? we'll wait and see but clearly frontier wants to be engaged in this and they're not going to go quietly. >> how do we think about the notion that price will go up for consumers, phil? if there's x-number of slots in florida and department of justice says in order to merge you have to give up y-number of slots, don't those slot goes to somebody else so in theory the number of flights are the same >> well, the number of flights, yes, you're correct.

in fact, by the way, we reached out to couple data-crunching organizations, serum being one, we asked, tell us how many flights different carriers have into florida, if jetblue and spirit will have 170 daily flights how's it compare with southwest, delta, american, united is more, i don't know at this point but 170 daily flights will get the attention of regulator whether they say go ahead remains to be seen but will be a sticking point. >> phil lebeau thank you coming up shares jump and we dive into headlines what is next for the company. first live on set guest. plus retail rise plus retail rise shares o you can't buy love. happiness. or confidence.

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welcome back to "fast money" check out shares of fact set financial company holding annual investor day today ceo joining us on set, the first

live guest actually on set for "fast money" [ applause >> thank you. >> welcome to the show. >> thanks. >> in terms of how we should think about fact set you make clear it's subscription-driven. >> yeah. >> what's the most sensitive data point that determines whether the subscription goes up or down? >> that's a good question. so we usually with what we do, melissa, is we get into a client and have three good business lines, traditional work station, portfolio analytics and ctf more of a feeds and api business so our strategy is to lend and expand so we get a lot of growth from existing clients. so that what drives subscriptions up at a particular time. >> i was looking at a slide in your presentation today and looks like the total addressable market is $32 billion and where are you now? >> above 1.7 with latest acquisition will approach 2

quickly. >> what does that $32 billion represent? >> most of our major competitors, servicing investment managers and private banks and data analytics firms that you're all very familiar with it's a question of which work flows and which data sets you have. >> talk to us, you were on the show december last year and hinted you were thinking about mna, you guys made the biggest deal, talk about how customers should think about it. >> we are excited to have q set global services as part of the fact set family. that speaks to trend of data management all struggle to manage content and we do it beautifully with our data service, will also get us new clients, very exciting. >> one stock talked about raising prices i don't know how much cost are going up, imagine less than the

prices you're going to get, how do you see the environment for that will continue to raise price. >> we definitely have pricing power, we traditionally only raise price 3z%, this year we did 4% we'll see how things play out this year. we want long-temporary relationships for clients so we try to make it fair for everyone but if costs go up significantly it will happen for everybody. >> how do you see yourself -- we're supposed to figure out the multiple and the data, but relative to other info services company you trade at a nice premium because of this pricing power and addressable market that is still significantly above where you are. talk about how we should think about it. >> yeah we always traded at a premium to our peers and everyone says i want to wait until you come down but you'll be waiting forever if you do that the subscription-based model is fantastic and there's a lot of reasons clients want to stick with us, we're a consistently

performing stock, there's less than this many on the s&p 500 or publicly in the u.s. that have grown as fact set has. we performed extremely well in the internet bubble burst and the mortgage crisis hit, speaks it our business model and relationship with our clients. >> great to see you in person. >> thanks. >> guy, what's the trade on fact set? >> you stay long you have had opportunities over the years, if you look over the last decade or so there have been 10, 20, 25 percent peak to trough delines and saw one recently all-time high 490 and traded down to 400 you can do the math i think long on the stock. phil is right to point out if you avoided the stork because of valuation in the last decade you have missed out. >> new development on twitter. the company confirming it has

been work on an edit feature since last year, the company saying in a tweet, no we didn't get the idea in the poll we are learning in coming months what works and wasn't possible. of course it wasn't elon tweeting about it. >> listen i think there's great points made about the creators i don't mean to sound pessimistic, i love it, i'm a twitter blue user and i've seen the acceleration in product growth so of course they've been working on that stuff so you have to keep your existing customers happy with new tools and it's great with elon he has this mouthpiece with a lot of skin in the game will continue to profit. >> part of the excitement is what we've all said, elon is a micromanager, if you've been working on it for a-year what took so long get it out there on top of the anti-censorship

and others are excited about >> coming up, walmart trading at all-time highs, is worth digging into and of for financial literacy month -- >> i arrived with my family when i was three and half years old from cuba. we didn't have anything but $50 and a lot of dreams. we learned we live in a country for those who are willing to learn how the financial system works, educate themselves, and work hard there's pathways to increasing personal wealth and i encourage americans to take advantage of free resources to educate themselves more on personal finance ♪♪ ♪♪

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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. ♪ ♪ welcome back to "fast money" despite a down day on wall street walmart eeking out shares, topping the tape inching towards an all-time high so what's rolling this name high e karen? plan roll backs of course. >> yes i guess it's just you know, when we're in this inflationary

environment k and you're the biggest retailer, who is the best able to pass along prices? i think walmart. for a long time we talked about walmart and target back-and-forth, last year was target this year seems to be walmart. i'm long on both is relative valuation walmart low 20 target mid teens i prefer target but i own both. i have more target than walmart. >> the likes of the big box retailers can squeeze their suppliers for them to bare the burden of increased prices >> they win in this environment and now walmart finally after a long time going sideways is making its move. and i think there's more move. on valuation alone you got to like wall mortgage like walmart then you have dollar tree, dollar gen sold off recently these names you can own in the environment i think we're about to get into. >> coming up it's been a i volatile ride for the market and

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welcome back to "fast money" let's take another look at the markets, dow, s&p, nasdaq, russell also, fears tightening and -- latest reader survey point to highest level investors concern since may 2020 joining now to break down the results, editor in chief no surprise it's worries that we talk about every day plaguing investors at this point. >> yeah and 51% of our readers have very high anxiety right now, any of these issues, inflation, geopolitical instability in ukraine and rising rates, add it all together and you're get anxiety that's what we're feeling. >> i saw most investors think the s&p 500 will go higher not

by a lot but that there's gains ahead. >> oh, they're always hopeful. even when the bear market in the nasdaq few weeks ago, always hopeful and looking for opportunity but they're freaking out hiding in index funds and etf and commodity etfs as well although they stick with the favorites, biggest stocks in the world. >> how does your survey -- are they a goodprogress nostalgic indicator. >> they're a good -- prognoticator. >> a lot of them are usually freaked out when things get really bad and sediment starts to shift and they're the first ones in. they're always looking for opportunities to take advantage of a down market or volatile market. >> where are they expressing their fear that we're in bubble territory where are the trade that's look

over extended. even after we pull back. and even after they're so bearish and maybe the contraireians in us think those are places to invest. >> they like home-cooking, big mega cap tech stocks, and adding oil and big pharma, but pulling back from general individual stocks, not investing at all or riding etf's hoping for the upterm. >> -- many things were loved by the retail investor not long ago. >> yeah and just few months ago. they were worried about bubbles in the stock market. that got taken care of the worry s about bitcoin, that got taken care of. now it's real estate you can understand why >> our second live guest here it's a big night, a lot of

momentum except one person, guy adami, how are you feeling, retail investors have been a force in the market we've learned. >> force in the market, they've also been astute in some of their buying and selling habits, without question can't be underestimated. say what you want they become a force in this market and you have to take some of the things he talked about specifically consideration when making decisions, good for him and his work more importantly good for the diyers i don't know what that means but good for them getting involved in the market. >> and another thing he said they're hiding in indices and etfs i get asked all the time if the market comes in precipitous i would say q's and 2s the nasdaq 100 and qqq because you'll get mega cap tech names and get

dozens of names in the q's that have been cut in half or more. and twos i don't think treasury yields will go up meaningfully from here, the whole 60/40 thing we do. >> something like that take a look at robinhood getting hit hard, erasing all gains since last week. despite the carnage, options traders betting the stock is due for current around, mike khouw with all the action. >> robinhood is one of the biggiest single stock options being traded, ranked among the top 50 calls due to outpace puts by more than 2 to 1 weekly called this friday saw more than 15,000 of those trading and buyers betting robinhood could go above the 18 cents they paid to put it back to levels that haven't been seen over a week.

>> tim, what do you think robinhood going higher. >> first, dan nailed that trade. he said fade this and there's not much there i have said i think there's intrinsic value in that investor and customers base and i think it's a case where there's a significant value to the demographic, to the stickiness, and i think they need to get that flat form in gear we just talked about a lot of the core asset classes that have been really fundamental to that i think are under pressure doesn't surprise me the stock is. >> mike, thanks, more "options action" on friday, 5:30. up next "final trade". s" . ". s"

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time for the "final trade" guy? >> have you seen mc k esson i know you have, because you pay attention, m c k >> tim >> you talked about walmart. i'm long and as karen pointed out, valuation relative to itself is attractive. >> karen >> ups, tomorrow i'm going to buy some. >> dan >> shout out to poppy.

david ghoul 87 years old watching years and years, mine is jetblue happy birthday, poppy. >> special thanks to poppy adont go anywhere. "m mey" starts right now now. my mission is simple, to make you money i'm here to level the playing field for all investors. there is 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 make friends. i'm here to try to save you some money. my job not just to entertain, but to educate and teach you, so call me at 1-800-743-cnbc, or tweet me @jimcramer. gulp that's the feeling that went through my gut today when i read a speech b