we begin, though, with that big move by alpha one's dan niles buying twitter for the first time, a guyhort the stock in the past. joins us now by phone on why he's had this change of heart. welcome back. >> thanks, scott. >> surprised taken aback when i saw this news, why? >> yeah. so was i. well, i mean with twitter obviously the valuation is something that is impossible to get comfortable with, and relative to other names out there, but the real problem with twitter and why we've been short the stock pretty much off and on since they came public because their user growth had massively slowed down and what we see is them making moves between different features such as the instant timeline or while you were a away, but more importantly the search deal with google that they went ahead and signed where they will be google will be able to access the tweets coming in, be able to show that when you do a search, we think that's going to really help get their monthly active users which has been the big problem with this company, they only added 4 million users in the most recent quarter, for

alpha one capital's dan niles who had been long the stock changing his tune announcing he's now long twitter earlier today on the halftime report. take a listen. >> with twitter, obviously the valuation is something that's impossible to get comfortable with, and relative to other names out there, but the real problem with twitter and why we've been short this stock pretty much off and on since they came public is because their user growth had massively slowed down, and what we finally see is them making moves between different features such as instant timeline or while you were away. more importantly, the search deal with google that they went ahead and signed where google will be able to access all the tweets coming in, be able to show that when you do a search, we think that's going to really help get their monthly active users which has been the big problem with this company. they only hadd added 4 million sequentially in the most recent quarter, for example. that will enable them to get that cranked up and moving in the right direction. >> monthly log-in users. come on. >> i tell

. >>> coming up at the top of the hour top tech investor dan niles on why he's buying twitter for thebeing short that stock. halftime's energy summit continues with an interview with christian zan. he was up 20% last year and gives his top three picks. we're debating jpmorgan off the upgrade today. we will see you in about 20 minutes. >> launching a major revamp to its, quote, retweet feature today the retweet with comment feature will now allow users to embed a tweet with the added ability to write in their own commentary as well. this is available on twitter's site and iphone app and it will be available on android soon. a sigh of relief we can stop copying and pasting but isn't this something they could have down long ago to make this easier? >> i feel like there's tension between the old-school twitter uses and like them not wanting to get out of control here. it's kind of like a subquote tweet thing but a beautiful thing. those of us who have tried to figure out how to fit a thought into that economy of 140 characters when trying to quote something, thank you. this might kill the

dan niles widely followed portfolio manager. eric was on the halftime show today. alpha one partners saying technology earnings are going to look horrible. how do they look to you? >> well i think for this quarter probably up about 1.71% over same time last year. i think going into q2 i think q2 will probably be down a point. there's some headwinds that we're facing. clearly, one of the biggest ones is the dollar. so you've got hardware companies, semiconductor companies that are taking it on the chin. intel is a good example. i also think that there's another factor at play which is the whole cyber security concerns and people are concerned about potentially buying u.s. goods. the dollar is the big story, though. >> eric hang on one second. we do have breaking news in the bond market right now. i gave it a c-plus. it was $24 billion three-year notes. the auction, dutch auction, added at 1:00 p.m. eastern. the yield at auction was .865. to me that looked like where the wi was trading. it's been at 87 basis points. the bid to cover 3.25 close to the ten auction aver

dan ashley. >> i'm ama daetz. for larry and sandhya, thank you for joining us. up next, >> dicky: from hollywood, it's "jimmy kimmel live"! tonight -- cobie smulders barbecue chef, aaron franklin and music from chic featuring nile with cleto and the cletones and now, here's jimmy kimmel!

dan ashley. >> i'm ama daetz. for larry and sandhya, thank you for joining us. up next, >> dicky: from hollywood, it's "jimmy kimmel live"! tonight -- cobie smulders barbecue chef, aaron franklin and music from chic featuring nile rodgers with cleto and the cletones and now, here's jimmy kimmel! [ cheers and applause ] >> jimmy: hi there. thanks to all of you for coming. hey, have we all decided who we're going to vote for for president yet? you know you only have 574 days to figure it out. the election will happen in november of 2016 is on. in miami yesterday, a senator from florida, marco rubio, announced that he is throwing his hat in the ring. >> now the time has come for our generation to lead the way towards a new american century. [ cheers and applause ] >> jimmy: i like that. he is so committed to conserving water he drinks from a tiny little cup. either that or he's a giant. that's rubio. he's the third republican to announce his candidacy. joins said cruise and rand paul. and hillary, things are getting pretty darn exciting there. >> right here, right behind the camera, there she goes. okay. they're going around to the back. you can see the media running behind me here. to chase the scooby van. we'll