that is randall maclowry. he is the maker of "silicon valley," airing on pbs' "the american experience." good to have you on the show this morning. take care. > > thank you very much. coming up, traders are taking big bets on gambling stocks. find out if it's worth your risk after this. amerwith a deadly disease. i was one of them. my disease was obesity and after consulting with my doctor, i received the effective treatment i needed. please join the obesity action coalition to acknowledge obesity as a disease visit obesity action dot org to sign an open letter pledging your support and for more information about how to talk to your doctor about weight loss and treatment options. together we can make a choice to end obesity now. a public service from the obesity action coalition. there is a very speculative play happening in the gambling sector. matt shapiro, president of mws capital, joins us now for a look at some of these stocks. good to have you on the show. > > thanks angie. > just to set it up, the gover