>> my pick is nvidia >> why you like it and why you pick it number one. >> because they are at the forefront of the a.i. space which we know is growing day by day. >> i think you got that right. let's go to melissa and tim for reaction as olympic swimmer is on the clock. >> timmy, it's been on fire a company that's rallied into the draft. we could make the argument that a.i. put 81 million into value cap. one of most exciting companies out there. not surprising -- >> you don't need cheap for the draft. you need runs. >> well, look, a.i. right now, based on the last three months, we called it the a.i. picksie dust, it sounds good to me. >> endorsement there, charlotte,

of that first pick of nvidia. >> all right, there's the music. time now for the second pick in the draft. erica solullivan, a movie buff, will she go netflix, erica, your pick, over to you. >> i chose amazon. >> why amazon? >> i'm going by what i like use the most and as a college student in austin i use amazon a ton and so i'm going to hold on and hope they pull through for the next couple of months for me. >> nvidia wasn't on your list? >> no, it was not. that was the top pick. number two pick i was able to move my top pick

>> i'm not going to reveal my strategy >> a good move a very good move. >> let's find out what melissa and tim think about that pick. >> couple of nights ago you were worried the most about amazon going into earnings which by the way. >> tonight one of megacap stocks on the board. they're kind of like the l.a. rams of the megacap stocks they've been high, the cream of the crop, they're down, crazy talented if i look at the chart they're starting to break down all of the megacap tech stocks this is the one it's a solid pick if you look at the chart it's moving ahead of that 200 day i think this is a good time. >> another endorsement there thank you, tim all right, there we go, on the

board is ndamukong suh, where you go super bowls seem to follow whether you hhave played your last game or not, you're a nebraska grad, what's your pick? >> my pick is going to be unitedhealth i'm excited about this one i think it's a very, very strong company. i'm not going to reveal my strategy, very similar to erica. but i like unitedhealth and what they've been able to do in their growth they've grown over 10% the last ten years. i like them a lot. >> a value stock pick, i know you're an active investor >> yes, there's no question. this has free cash flow. one of the great things to reinvest, this overall competition is very difficult,

because i have not to be my normal self as you mentioned and the other mentors i have, this is difficult for me as i'm changing my strategy. >> to be more of a trader. >> all right, we'll go to melissa and tim as c.j. moseley is now on the clock. >> first ndamukong is a fan of "fast money" we might be bias >> ndamukong -- i'm not sure if i didn't like this pick i'd say i didn't like it because of all that one of the great company stories, the market we're in, companies as we talked about generating free cash flow, largely this has traded largely sideways over the last year. love the pick. i think healthcare has been beaten up over the last week and

tactically this is not a bad place >> wow >> no pressure, c.j. moseley let's go live to new york jets training facility, so much attention and press just this week on the arrival one certain aaron rodgers, c.j., we turn it over to you for your pick, you're the number four pick in our stock draft this year. >> for our fourth pick, i'm going to go with procter and gamble it's one of the world's largest consumer packaged goods in the united states and the world. between the end of that price hg

ability. >> if you think about the market we've been in for the last 18 months, staples have been very defensive. i don't love that p&g is going into the draft with 3%, 4%

within a 52-week high. a lot of great news. c.j. keep it clean out there on the field as i know you do. keep it clean in the locker room i'm worried here >> all right, we shall find out. let's go to pick number five your time is up. dk metcalf and your partner mcclain, own not loan is the name of your company, what was your pick? >> we're going charles schwab. >> oh, wow. >> one that tim mentioned earlier today. i got to say this, a friend of mine said actually aaron rodgers has retired from professional football, he's now going to play for the jets, that's the line i heard. all right, so, why do you like that one, schwab why that pick? >> everyone's pessimistic about

this space and i feel like this stock is passed up in the draft, kind of like me, so a little personal. >> all right, let's get some reaction from melissa and time, what do you guys make of it? >> pretty personal with mr. c.j., tell you what, i said this is one of the picks, this would be a number one pick based on the performance with what's happened to the banks and we talked about this on "fast," what does schwab need to bring back the company a lot of the banks are beleaguered. i love this pick especially for this draft. >> it falls into the category of things that go from terrible to not so bad in order for it to be a winner >> i like it. >> charles schwab.

time now for students from the rutgers investment club to make their pick, we're excited for the first time since 2019 we have a stock draft team here in studio with us here's becky wick with some words of encouragement >> today's the day the day we've been waiting for the cnbc stock draft i'm wearing red for my home team i want to give these guys a big shout-out, good luck we're rooting for you. >> house money going for you, folks. >> that's right. for the next pick we turn to the rutgers investment club. tell us your name. >> thanks for having us. we'll pick jpmorgan. >> okay, two financials in a row. >> jpmorgan has a fortres of a balance sheet, that one.

jpmorgan. >> this is kind of the elusive franchise quarterback, jpmorgan is that. because of the banking turbulence, jpmorgan has played right into that. i just wonder with the macro around banks, just picking in the financial sector right now when so many concerns around credit are there, net interest margins, net interest income and that's the case where a lot of people are worried abbanks are going to be performing it's a conservative spot >> it's a portfolio pick maybe not a stock draft pick. we'll take a break

the first round is moving right along. still to come, our defending champions, the mountain goats. plus the duo featuringan wnba star and ♪♪ the only thing i regret about my life is that i did what everyone else did at the time. i hired local talent. if i knew about upwork, i would have hired actually talented people from all over the world. instead of talentless people from all over my house. -grandpa... -shh.. shh.. shh.. -but... -shh.. shh... shh... -but... -oh... ♪ this is how we work now ♪

welcome back, everybody to 2023 stock draft six picks already in books time now for our seventh pick of round number one speaking of books our next guest is the author of the financial feminist with the sub title that we can't say fully on tv, her's name is tori donelap, a big following on tiktok, millions, 2.3 million followers there and her partner is elias, tori, what's your selection as well? >> we got to go with amd, one of two companies of stock picks that are run by women. we're going amd for that reason. we got to back women ceo >> what's the other one? >> weight watchers is the other one. >> it's also on the list, weight

watchers, ww, it's on the list elias, tell us how you and tory partnered up to come up with this pick and come up with this team >> yeah, well, i think like tori said, we think great things happen when women have more financial knowledge wealth and we want to vote with our values and pick one of two companies that have -- that has a woman ceo on this draft. we also think that amz an underdog in this space nvidia went first pick in this draft this year but we think amd benefits from the same trends around a.i., aming, everything digital and so we're excited to back this company. >> all right, melissa and tim are going to break down the picks, as tom bergeron consults on his first pick there. amd has been in this competition i think practically every year,

it's been a winner >> it's a winner you think about the moves they've had, in the couple of years they blew past intel and everyone else, the concerns will be about valuation, the move that semis have had, semis are probably up 30% as an asset class. 24 times relative to itself, not terribly expensive worried about the data center. i'm a little cautious on this one. >> it's cyclical, of course, if we're heading toward a recession, this isn't absolutely where you need >> i can hear jim cramer cheering that sounds means it's time to move on and to hear from tom bergeron, you've seen him on the show with us but you've never seen competing

with nfl players in a stock-picking contest until now. tom, what is your selection? >> kelly, my first pick is warner brothers discovery. i know succession is ending on hbo but i'm a big james gunn fan but i think he's going to revitalize all of that d.c. ip were any of your stocks off the table? >> yeah. >> which ones? >> amazon and unitedhealth were among my list. >> an eclectic list. >> melissa and tim, what do you think. >> streaming has been tough. maybe the reason you want to own this i think we've seen a lot of bad news of the kick callty of ad spend, et cetera, profitability everyone knows they're having trouble making money and the question is, is that in the stock? i like the pick because i think you're getting out there and making a call on a company that

they show a little progress on profitability i think it's going to move. >> one of the swing for fences stock. >> tom, we'll see you in just a bit. time now for our dending champions. ryan reynolds has had an exciting year, his soccer club won. he and his wife blake lively had a new baby here he is nonetheless >> cnbc, i'm sorry i can't be there live to defend our stock draft crown. we discussed our picks and he has my full faith and confidence unless of course we lose in which i'll blame him entirely.

>> all right, mark douglas, good to have you back we're sorry ryan couldn't be here he's left it all in your hands it's up to you what's your pick >> well, when we went with netflix last year i think it was kind of perfect pick, ryan had some of th

>> at least you're confessing that nvidia was your first pick. >> as yo get your thoughts ready you start talking three-peat before this year, i worry about the factor there up 50%, 54% on netflix year over year i love what they do. they're one of the few streamers making money clearly the contest what's going on out there it's netflix i think and everybody else right now. i love the pick, i hate what they've done on the charts for this draft and therefore i'm going to say, you had a great run with one i'm not sure i would have done again twice. >> a little critticism here >> diamond deshields of the dallas wings payment platform tt

benefits by transactions the more you grow wages the more transactions you get you're going to get quite a bit of purchasing across all payment platforms and paypal is doing everything they can to get their operational gain and keep that operational gain down. >> very, very interesting. melissa, tim your thoughts as we regroup for the second round. >> if you look at payments, a case where we have priced in a lot of negative news i look at paypal, this is a company that actually is priced not terribly expensive i like "the call." my first round pick or the tenth overall. i think there are other diamonds in the rough here, but i think it's great place to be

>> all right >> diamonds in the rough. >> i'm surprised no one -- what do you think, cashapp? >> we'll see, there's still a lot of stock draft to come >> you might have given some people their winning picks, kelly. >> this is first round the first round is in the books. we'll get the second selections. halftime entertainment, we'l t jim cramer's take on what we have seen so far the cnbc 2023 stock draft continues right after this you e listening to me. you want to be rich like me? you want to trust me on this one. [inaudible] wow! yeah! it's time to take control of your investing education. cut through the noise with best-in-class education resources that match your preferred style of learning. learn your way. not theirs. td ameritrade. where smart investors get smarter℠. how do we show strength and stability?

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welcome back to my late dog

after the one and only nvidia. >> i just asked the control room your late dog's name, nvidia. >> charlotte, the last time i was there, the ceo gave me an identity card. it was a picture of my dog nvidia that's the kind of ceo that has attention to detail. >> this is stock that has been a favorite of lots of people it's been one that had a rough year in, what, last year >> oh, yeah. >> but has come back a lot

does it still have that quality that you taught me long ago for this kind of competition that kind of home-run potential >> well, look, it's interesting because tom bergeron picked the sink or swim idea of warner brothers nvidia i started to like it with the chips. what happened it reinvented itself it's a cycle business. what's if hopper there, is so powerful and if you go on ebay right now one of the powers, almost all of generative a.i. is on sale there. you need both of those if you're microsoft or amazon or alphabet. the one that hasn't been picked

yet, i've been waiting, meta metaverse. >> that's a hint jim, thank you very much for your time. that's a hint of a stock that's left on the board out there that jim might lean toward here round two of the cnbc stock draft is on the way. all our teams get one more pick on the clock is our wwe superstar team wooo! charlotte flair. her niext pick is right after this

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cramer by the way? >> no, i'm actually embarrassed i think instagram is great product. i think what meta is doing in the vr spaces, that's going take the company into the future. >> charlotte, you're not a rookie here, you know the stock market, tell us a little bit about that >> no, i've had great coaching my friend steve and my financial planner linda, thanks to them, i can't take credit. i give them all the credit. >> if you do win we'll give you a belt lik

have been his number one pick many tech space. erica, what do you pick for round two if. >> probably my shot in the dark, but i'm going to do general electric. >> wow >> it's had a pretty good year >> i'm looking a little bit more on the further growth than the last year and i think it's only has places to improve so i think i'm going to stick to that growing trajectory >> general electric. >> general electric, wow. >> not usually a millennial. general electric, erica, that's not a product you use every day like amazon, or maybe >> definitely not. but i talked to a few people in my life, i feel like being gen-z i'm not very educated on the stock market so i reached out to my peers they said this wasn't too bad of a pick. >> we had a guest on earlier this week, erica, it was.

once with the tampa buccaneers last year with the eagles, ndamukong, he chose united health last round, carterworth has called god-like. i got to say, ndamukong, i have enjoyed watching you play for so

long, it's a pleasure to watch all these guys play. but you've been a real game-changer wherever you've gone. >> i definitely appreciate that. i've tried to be game-changer. i think this pick i have will be a game-changer peloton. >> you know what, if someone asked me what i would pick as my long shot it would have been exactly that warren buffett wouldn't have picked it. >> i got faith in their ceo. the things that he's looking to do with the company and restructure and hopefully to get break even i think theyre will be an opportunity there. barry will get the job done over there. >> all right, c.j. mosley is now on the clock melissa and tim, this is a integ

>> more of i'm captain of new york jets, thrit's a company bad out of new york. one of the largest investment banks. speaking of investments, speaking of banks breaking the bank, you know we just got aaron rodgers, speaking of investments there you go right there >> you got a -- you got a really cool team that's in the middle, i mean, i'm telling you, if new york jets were a stock in the draft i'd pick it because you guys are going up. how important is it rodgers going to be to you all and what kind of game-changer do you expect him to be in huddle you play on the other side of the ball, but what kind of

teammate >> i mean, i expect him to be an instant captain, instant leader, a guy who's going to ignite the fire that some people may not have had in the past, but just his presence being around, it's just going to build something for us to keep believing in and keep fighting for, you know, the last two, three years, a solid guy here, we always talked about trying to, you know, build up to this spot and get to this spot n done we got to go out there and put in the work in this offseason and moving forward >> i don't know about that i think there are some teams that are afraid of you and your defense was one of the best in the league >> we don't want to be afraid. we want to be ready. >> we'll go out and get the

patriots you-know-what, that's what we really care about here all right. >> they got us a few times >> you got good, loyal fans who have had some lean years, i think the trajectory is up there. let's -- what do you think of the pick here? >> speaking of being afraid, i think dk better be afraid of c.j. coming across the middle. the stock draft, i love the goldman sachs pick, i think you're getting goldman a little cheaper. i do, because i also think you never count goldman out. in the year we're all pressing banks not to perform -- >> you know -- >> you don't count goldman out we've seen that over and over again. >> you like that pick. >> yeah, i like the pick again it's consistent.

c.j., i see what he's doing there between the p&g and goldman. he's playing it safe. >> let's turn now, let's go to the seahawks and dk metcalf's second pick, he chose charles schwab in the first round, dk, what's your pick in this round in. >> tim, don't bring me into your beef now between you and c.j. but, no, i mean, i got a newfound respect for gms and head coaches, this is a tough decision, but we're going to disney >> oh, wow okay. >> disney. >> joe, what do you like about disney >> you know what, i love the fact that my kids own it and we get to go the disneyland and see all of the other kids buying tickets a little bit of that revenue is going into their pocket >> joe, you work with chris over there at ami

>> he's helping us right now. >> that's amazing. i was going to ask, joe, we look at banner guys like you who get to work with the nfl players, this is probably the most important role, we talked to dk last hour about his ambitions, he said the team is own not lone for a reason. >> i mean, as dk wants to do he's building his own enterprise for life off the field and everything you do is supercritical and not just used other brands as an endorsement or a path through entity this really exciting for dk, getting out of our comfort zone a little bit >> dk, you have a quarterback in geno smith who really came through in the last year, how do you explain that it was really remarkable season that he had. >> yes, sir, it was just him all along. just his wor

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round. here to make this pick -- time's up that's the sound your second and final draft pick today. >> first, thanks for having us and becky, thanks for the support. with our second pick, we like boot barn. >> wow into cowboy boots. a resurgence of interest in western interests. it sells everything western. we think it's growing like a weed its customers love the product it's cheap a stock that can be throwing ryan reynolds and mountain goats. c.j. and dk intercepted our pick we loved schwab in first round >> let's get as tory done lap

gets on the clock for her next pick >> boot barn, what am i going to do now that much of a hidden gem here >> a good cowboy hat. >> it's from boot barn actually. >> think of the folks from california who are now moving to texas and now need to get their gear on. i actually love this pick, it's 12 times earnings, it's not expensive relative to itself i think they're new people wearing overalwls and boots and hats >> that sounds means it's time for tory dunlap the ceo of her first as the reason they chose it warned on valuation and the semispace in general, but mel was also a fan of lisa second pick. >> we're picking microsoft

>> all right, we really are interested with their partnership with openai. they've been here for a long time and so we're really excited to see how they perform. >> elias, your thoughts on microsoft. >> like tory said, we have of th hometown favorites it's been inspiring to watch the ceo take the company into something many people think is one of the most inspiring comeback stories we like the combination of the strong enterprise business with some of the best distribution in the world and the ability to make exciting new bets like they're doing with open ai. >> there's the explanation, the rationale. tom bergeron is getting ready to drop the mic tim and melissa, what do you think? microsoft has been a winner. >> this is ai.

wow, this move is ai >> this move is outperforming the s&p by 23% you can't stop you can only hope to contain microsoft. i feel like it's had a massive run, but we haven't heard about any weakness in enterprise maybe you're not going to. i think this has had their best days from a stock draft perspective in the last 12 months >> interesting well, all right. >> i mean, it's hard not to agree. it keeps getting better. let's turn to tom bergeron warner brothers discovery, you're cautiously optimistic cramer liked it. what's your second pick? >> i'll be interested if cramer likes this one i'm going with gold. >> oh, gold?

>> we have a recession, a soft landing, god forbid the stock market goes in the crapper, you want hunks of bullion. >> we have crypto, tom no love for crypto why not oil? >> i almost went crypto instead of gold. i don't understand it at all i have no idea i watched a whole documentary about crypto and all i got was a migraine. >> some would say that about gold it doesn't really have any real basis for its value. >> you know, it has some history. i'm going with that. >> all right there you have it. melissa and tim, what do you think? >> we know you like gold. >> i like gold for the reasons tom pointed out, gold is like drafted a cornerback from the s.e.c.

you're good here gold has challenged the highs from last year there's a lot of reasons to own gold again, lower than expected inflation, some inflation, some s stagflation. it's all the gold recipe >> time for the second to the last pick. ryan reynolds putting all his faith in mark douglas. netflix, that was the first round pick tim seymour not loving it. mark, your second round pick >> i invest in products, not stocks the product i'm going to invest in, which happens to be a stock, is lululemon >> wondering if lulu was ever coming off the board

tell us why. >> i think the product, the athleisure market has a lot of growth lulu is the premier company in that market. as people start to go to work and also stay home, they have a lot of room to growth. >> you go to their stores and they're invariably, not packed with people, but doing a brisk business they have good quality products and the crowd -- like an apple store there are people in them all the time. >> exactly i go to the stores and see the exact same thing i've never gone to a lululemon store and was number one online. that's a stock to invest in. >> diamond deshields, you're on the clock. melissa and tim? >> lululemon got through a huge

inventory problem this year. this is the run. >> maybe it's a double top of 360. lulu and nike are the top brands whether you are someone that practices yoga or you like to look like you do, this is where you go it's cream of the crop dis discre discretionary. it's not cheap that's what i worry about. >> i pair the yoga pants with weight watchers. then we'll be good diamond deshields and gina sanchez, you guys are up paypal in round one. diamond, you're on what's yourpick in round two >> so we're going to cap this year's stock draft off with a

google pick. >> oh, wow >> google? >> yeah. >> gina, what do you think here and why? what's the rational? >> even though ad spending is down, google is a defensive place where people want to spend ads. they're making huge investments into continued ai and computing. this is the company that brought you google maps. this is the company that brought you google search. we think they'll continue and they'll expanding into the cloud space. that world is only getting bigger. >> diamond, i was struck during march madness that some of the women's games were some of the most highly rated things on tv out ranking all things if we wanted a stock pick about wnba's success, what do you think? give us some investment advice

what's driving this interest >> oh, man, i think the product is finally getting put out for people to see. i think that exposure is really important. as we continue to have games that are being accessible to the average person -- i haven't met a person who came to the wnba game and wasn't a fan of the wnba as we continue to be more televised and in households across the globe, the game is going to continue to grow. it's such a great product. >> all right >> let's get some reaction to the google choice. melissa and tim, take it away. >> cloud

-- >> remarkable. fantastic calls. they're all weather calls. we have to worry more about the economy than most folks do i'm going with tim i think he wins. >> i was saying i thought -- as i said, i learned from you you have to throw some long bombs in this game to win peloton, there's no longer bomb here, tim, than that >> again, i look at the balance of this portfolio. it's a true barbell approach love what the upside could be in peloton. >> jim >> unbelievable. >> jim, is there a stock still -- >> why did people not pick caterpillar? >> why would that? >> listen, we have the -- racks right here, right