. >> at this point, dan nathan, you made the work that what is working, continues to work. would you buy into what's working? >> apple has not worked as of late. the last three months. what do you have in you have con catalyst. a monster buyback. and hopefully the promise of new products. this weekend, they're going to start selling phones. at china mobile, and foxconn might have shipped 1.5 million phones. if that's what they release next week, that will be a disappointment. but if you see margins stabilize and a product road map, guy is right. you're going to see a $600 stock. that hasn't worked. but the other stuff should continue to work for the reasons that b.k. mentioned. >> we have financials that things are okay. >> okay. right. jpmorgan. it wasn't stellar. there was a lot of noise in there. they are optimistic in general about the economy. they tend to be optimistic. but the one area of the investment banking part, equities, investment banking, capital markets, wasn't as good as you would hope, which i think is a read-through, not so good for morgan stanley, goldma

dan nathan's at the smart board. e, dan, anytime there's a china worry, it falls on yum. >> it does. they got half of their sales from china, a lot of their growth going forward. today was interesting. on a stock that was interesting. stock that was prevalent in the markets there was a buy over some upside calls in february. a buyer bought 10,000 of the fed's calls. 2 1/2 to 1 on a day that the market was getting hit pretty hard. one of the things that's interesting to me, when you think about what that trader was doing, let's look at the chart here. the two-year chart right here just shows you these levels. the stock is down 12% in a straight line this year. it's ground zero for the eem emerging market weakness right here. we're coming up on really long-term support here. this trader, this is the break even right here. that's a really big resince stance level. that's really interesting. on a down day, this is the price of options, implield ability of yum!. it had implied volatility up a whole heck of a lot. monday th

our traders are dan nathan, don me jaren, josh brown. and carl icahn revealing a stake in ebay. we start with netflix. the stock is surging right now in the after-market. but the conference call is starting right now. magic number, subscriber growth. guy? >> well, yes. i'll tell you the magic numbers. >> yes. >> it's the international growth. that's really where they're picking it up. and that's why the story is still viable to me. that's why we've been so bullish on the stock as long as we've been bullish on the stock. people want to shoot against it on any number of metrics. valuation probably the leading one. but the story is intact, unless the ceo comes out and says something to talk the stock back down, which i don't see really happening. the stock is going to continue to move north from here. >> 12% of shares are held. we're watching an 18% surge in the after-hours session. what did the options predict? were they predicting 18%? >> about 4.5%, 5%. some somebody bought the 52 1/2 calls in good size. it came down to -- i'm sorry. we're talking about netflix here. one of you

our traders are dan nathan, don me jaren

dan gullman standing by for us. that's coming up next. i'm nathan and i quit smoking with chantix. when my son was born, i remember, you know, picking him up and holding him against me. it wasn't just about me anymore. i had to quit. [ male announcer ] along with support, chantix (varenicline) is proven o help people quit smoking. it reduces the urge to smoke. chantix didn't have nicotine in it, and that was important to me. [ male aouncer ] some people had changes in behavior, thinking or mood, hostility, agitation, depressed mood and suicidal tughts or action while taking or after stopping chantix. if you notice any of these, stop chantix and call your doctor right away. tell your doctor about any history of mental health problems, which uld get worse while taking chantix. don't take chantix if you've had a seris allergic or skineaction to it. if you develop these, stop antix and see your doctor right away, as some coue life threatening. tell your docto if you have a history of heart or blood vessel problems, r if you develop new or worse symptoms. get medical help right away if