these four, among others i think are excellent for just that. >> carter, thank you carter braxton wortht cornerstone macro. which of these names, which ones, guy, do you like and another answer could be none of the above >> no, no, no, i'll play the game correctly because none of the above is a cop-out i think tim a couple weeks ago, i think if i'm not mistaken, wayfair he mentioned on his final trade. that stock has been a rocket ship i like wayfair here's what concerns me. it traded basically up to the levels that carter mentioned the august of 2020 high, 360-ish big down day today i still think he can get it off the mat. but watch the potential for a double top that said, you've had some upgrades in the name i think valuation, believe it or not, is reasonable given their last earnings which saw revenue up 45% year-over-year. and oh, by the way, the founder steve conine is a delbarton grad just to throw it in there. >> delbarton trivia every night on "fast money." tim seymour, which names do you like >> guys talked about wayfair and i'll go masco. look, they've spun off less profitabl

. >> obviously just the tech stocks reporting next week carter braxton makes a point it's very rare toave tie of the biggest stocks to report in the same calendar week, this is only the fifth time this has ever happened this is almost a quarter of the s&p 500, steve grasso, so obviously this is going to be important for the markets overall in terms of tone and direction. >> so, i think, yes, i agree with carter. and your set up is spot on. if you look at the ten-year i want to take this angle of approach here, melissa in august the ten-year was at 50 basis points, a half percent and then it rallied on a yield basis up to 1.77%. it's backed off to now 1.55% dare i say, again, that we are in a goldilox part of the market right now where you can have the gold, the reopening trade, and you can have growth all rally at the same time. the reason i say that is that obviously tech was spooked cyclicals were the reopening trade. then we had canada having shelter in place, japan having another shelter in place, india with cases through the roof, but here, from our view, we have record amounts of