. >> bob, we will check in later on, bob peck standing by on the facebook call. twitter, by the way, is up in the after hours sex as well. what does this mean, if anything? is this a knee jerk reaction here? >> i wouldn't read into twitter. that's me. i wouldn't read through into that. i think they're getting their house in order over at twitter after getting rid of the cfo it was a dumping all those sales down through $:30 a share and twitter which is now doctor 10 in the rear view mirror. i don't think a big win at facebook means an automatic win at twitter at all. of these two, i will go with facebook. >> i will say, this is good news for twitter, they're pursuing the same type of mobile apps, installs, that type of thing. >> unless twitter is getting its lunch eaten by yahoo. >> i like yahoo. >> twitter right now is a totally different social platform for facebook for all intents and purpose, i think that's why they made that one app acquisition. i think twitter is a $22 million cap. it could be on someone's short list. to me, goggle would be the one. they do

bob peck, suntrust. do you agree with bob on any of those three picks? >> none.great analyst, facebook is interesting, the growth will continue until it plateaus, then the stock won't wompblg it has to me a doctor 160 million market trend cap. i want to make a point about google. youtube with $3.35 billion if revenues is one of the largest media properties of sales top pence google nobody thinks ability. if you put a ten, 11, 12, multiple on those sales, this thing can be interesting. to me that could be one reason google was weak today because people were disappointed in it. >> spinning it out? they'd never do that. >> maybe they do. at some point google will have large numbers. they will look at. >> you can spin it out for evaluation purposes without having control over it. >> to get people thinking about it. you asked bob, what do you think the revenues are? it's piaa in the sky. no one know, they don't break it out. >> let's talk about the huge break june in biotech. it's down 7% this week alone. biotech, cell genes, which stocks should you buy on this dip? l

. >> google, i hope bob peck's price is a magnet. >> i think it stakes a profit in micro.i did it today. i think the ride is over for the time being. a nice high. >> obviously, for jay. >> look at summer, that's slw. boeks in a a silver kank i'm in the playing camp. >> we will have a special report tonight wrapping up all the geopolitical headlines from the latest in gaza. you will want to watch this to get ready for the markets tomorrow. it could be a big day. i'm melissa lee. see you tomorrow for more "fast" at 5:00. >>> 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. i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm trying to make you a little money. my job isn't just to entertain i'm trying to put this whole in context, teach and coach you. call me at 1-800-743-cnbc. or tweet me @jim cramer. we had a terrible tragedy today, a

>> the first thing is i think bob peck deserves a victory lap of his own because we saw so many people on the sell side throw in the towel after that second quarter of twitter's public reporting and just basically say, ah, you foe what, it's a future tral. i don't know what to make of this. it's very reminiscent of facebook. i mentioned last night on the show, facebook took five quarters for the street and the companies will align and i think once that happens, that was the game changer and that happens tonight. going forward, i think it's really appropriate to think about twitter, more along the lines we think about media companies than just necessarily a tech play per se. because their reach goes a little bit beyond what you do just when you are on twitter. >> are you buying into the argument we soul be measuring tweets that appear on tv and somehow that is a metric on which to value twitter? >> it's tough. this is a one of a kind thing. there is if you can like it. we talk about metrics that don't exist. when we talk about revenue per 1,000 timeline views, there is no other comp. th

bob peck e-mailed us and said that was a huge reason why the stock was up a.ice call buy, by cyr adami. >> i queed myself up. it could have been a fricasee you would have been. >> fricaseed you. >> given what we heard from facebook. i like the story about linkedin, you can sayifies trade, pull the rip cord tomorrow. i think there is momentum. if the world doesn't go peer shaped, we flag a number of times. >> i like linkedin still. >> let's move to reporting earnings, starting off with expedia beating earnings. >> expedia performed well. it's up 14% year-to-date. they're putting all the pieces together. they bought themselves a rent a car company or multiple ones to fit in with that. they bought themself travel agents that fit in wherever they need them abroad. i think all if all, it's still viable. i don't like these pops after earnings. use the three-day rule. next up, shares of sun power dropping on its earnings release. >> it was their guidance that really hit the stock here. they got it $1.10, $1.40. the street was looking for $1.31. i think the expectatio

tun suntrust bob peck is going to name out which stocks you should

bob from california. i want to let you know i bought a trick buy when i bought the book "get rich carefully." >> you are very kind, thank you. >> caller: my stock pecks have significantly improved since bought your book. number one, i'm considering, i want your opinion on is pol, polyone core. >> my char it annual trust, i sare the winners and losers, xilinx is a loser, i think dow makes more sense. gerry in texas. >> caller: hi, jim you used to talk about ticker symbol clb core labs, the tech imploded if a matter of days it fell from over 200 to 150. it slowly crawled back to 167, do you know why it imploded? >> that last quarter was bad. i love mr. dempshire, he's terrific. i feed to see, i will get back intoline liking core labs, that company is in the penalty box. let's go to meek in texas, please, peek. >> hey, jim. serious logic. you had a good quarter, but the stocks tumbled. >> listen. i think you have to do an exceptional football if you are a supplier. the only one exceptional was sky works solutions. that's the one you want to be in, if you want to be a component company, that, ladies and gentlemen, was the conclusion of the lightning roun