dan niles, founding partner joins us on the fast line. hope you're chuckling, dan.e two most impactful stocks. those are the two stocks you want to talk to us about. as for facebook, hit a new all-time high in today's session. do you still like it here at these levels? >> yeah. i mean, i don't see what this is not to like. facebook has probably got the best combination of growth, because if you look at it, and the past three quarters, the growth has accelerated from 39% year over year in the june quarter, to 52% in march. and you just have that segment on how tech revenues are down year over year. that's pretty remarkable if you think about it. the profitability, they've got adjusted operating margins above 60%. and you look at the valuation relative to that, and it's actually pretty roam given how fast they're growing. so it's very hard to find a company with that combination. obviously amazon's successful, but you've got to get through the nose bleed valuation and very little profitability. google is growing a lot slower. i think facebook has got the best combo of

. >> dan nile. >> yeah. point being, through $92, it looks like we had a false breakout there.ouch. it had a nice rally here. i would rather wait to see this maybe get up to tim's 104, 106 level and try to short it again. >>> still ahead, signs the rally is in trouble. one gigantic short. in the meantime, here's what else is coming up on fast. >> yeah, that's what biotech shares have been doing. but we'll tell you why today's rally might be different. and could last awhile. plus, stocks are surging. but permabear peter schiff said rome is burning, and the mother of all crashes is just around the corner. and he'll reveal the cause when "fast money" returns. >>> welcome back to "fast money." let's get to the move of the day. the xpi rising nearly 2% today. in fact, the xpi is up more than 6.5% in the last week. >> these have had tremendous runs. i think in terms of where you get in these names, you do it on a breakout to the upside. i still think the headline risk is lower. in the terms of the xpi, above 60, and in terms of the ibb, which tim has talked about, it's above 285. tho

alpha one capital partners dan niles. just hours from a key vote that could determine whether brazil's president is impeached. we've got a preview and what it means for the emerging market next. and sallie krawcheck, what sets her apart from rivals and the increasingly competitive space later. you're watching cnbc first inned by before they found out who's been hacking into our network. who? guess. i don't know, some kids in a basement? you watch too many movies. who? a small business in china. a business? they work nine to five. they take lunch hours. like a job? like a job. we tracked them. how did we do that? we have some new guys defending our network. new guys? well, they're not that new. they've been defending things for a long time. [ digital typewriting ] it's not just security. it's defense. bae systems. >>> politics >>> welcome back. the impeachment of brazil's president rousseff could come one step closer to reality today. >> today could be a water shed moment in modern brazil history. the senate expected to vo

nicolle: republicans have gone from the nile and grief, to talking -- denial and grief, to talking privately about how we and likely win. except dansoldier. coming up next on "bloomberg west," the winklevoss twins. thank you. tomorrow, we will be back here on the same channel. sayonara. ♪ ♪ the 13th ofday, may. this is "trending business." ♪ >> we are going to be live in tokyo and singapore at this hour. it is the apple effect, a new report says that iphone fails have fallen to a fraction of what they were four years ago. suppliers are starting to feel the chill of the reduced demand. anthony's on -- and nissan today, welcoming -- it

he had no problem dan dancing it one of our favoritess demarco is the new champion ofho dancing with the stars.he sta. demarco and his pro dance partner pita cook -- congratulations nile tallied on the season finale fal last night. niles is a graduate he's a alum of gallon i was debt universityt >> that's right and he's dearand dear friend of the loft, ofof course, there he is. you remember. he joined us to talk about hisbt time on america's next top model he also went on to win by the way.y niles so this is what we'reis w saying right now.sayi please come back and join us in the loft with the trophy. tph we could all use a dance lessonn or two. t look at >> come back to us.. >> congratulations to him.ulathi he's a big winner.inner >> he was also amazing when heng was here in the loft.e incredibly nice.incred we loved having him.m >> yeah. all right.righ jason today rullo riding so lowl singer and girlfriend daphne joy done.ne calling it quits.lling uits he's colonelly nursing his broken heart in my am knee florida. >> ut-oh. >> nothing says recover fromecof broken heart like miami beach. >> like south beach. lik >> right. >> the two began dating lastega year. no word