we have simply trading options director, danielle shay. lling them. short this one, short that one. people are going to the bank. when will you get danielle on, it will be soon danielle shay, making money. i need to know we're going through the second half of the earnings season because all stocks have been hammered. is it going to be harder to play these to the downside? will some start to be impressive? >> you know, charles, i do think it's a little bit harder to play them to the downside here. i have a couple on my list, i want to warn the viewers, already down a lot, they're already on lows. i don't want anybody getting too aggressive but i have a couple on the littles i think could keep falling. that would be uber, lyft, shopify and crocs. that is because these were, you know, names that rallied so hard during the pandemic. they're all getting crushed right now and i don't think they're going to do very well on earnings. as far as something doing well? maybe airbnb. charles: i'm long airbnb. i think we may have some uber. i'm not 100%

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a big fight with florida, all things to watch this afternoon julia boorstin with us and danielle shayy, i think one of the most interesting things to see is what disney says about its streaming business and of course, disney is the last of the media giants to report netflix was the first, and netflix warned of a major slowdown in streaming subs subsc subscribers. disney has a different strategy. they're still expanding globally their market less saturated and i think the number to watch is 5 million. that's how many streaming subscribers for disney plus they expect to add but commentary about what things look like in terms of that subscriber momentum for the rest of the year will be really interesting and then the other big question is, of course, the theme parks and what they tell us about the strength of the consumer, bookings for summer, consumer spending at the parks. are those disney parks visitors feeling impacted by inflation and all of this macro economic uncertainty, kelly >> let's get right to the point here with danielle shay. would you be a buyer of disney what do you thin

to your point and it's what danielle shay was saying a moment ago that the market is in a predictable way which doesn't feel like capitulation i don't know if we'll get there. we might not >> you might not you don't always have every single thing line up as i said, last friday when you got this 90% of volume in the upside after you had a flush to the down side you even had people saying yeah, but maybe we weren't oversold enough and maybepeople are over anticipating it and the nasdaq got to 19% from the peak i talked about the odd history of 19% declines, not 20% declines throughout history when you didn't have a recession in the offing and maybe the machines were programmed to play for that so i think all of those things right now are in the mix >> one interesting thing you get treasury yields down so bonds have a bid today bonds are not projecting ahead to know we have something new about inflationary pressures and what they're going to do they're acting in a way that they ought to be acting. >> in a classic way. >> we'll see you soon. mike santoli at the nyse "power lunch" picks up