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with the investment committee joining me for the hour today, brenda vinjello, joe terra nova, jon najarian co -founder of rebellion.com. closely watching that, and it's very much wait and see the dow's down 70. s&p is a fractional loser and ten-year note yield 156. all right, joe it's all about today, if we get to taper and if rate expectations are pulled forward, we'll see what happens this afternoon and we're going to watch rates closely and we're looking at that techtrade because i'm wondering whether the reckoning that some had talked about happens >> think it does happen, but i think it happens in a very bifurcated way, scott. so large cap, mega-cap technology where the cash flow generation is in the present it's the here and now and it's a short duration asset that would be okay, but more long duration assets where the questioning on when the cash flow is going to be delivered and when i talk about those names i'm talking a lot about the hypergrowth technology names and those are the names that will clearly be challenged in an environment where they're pulling forward with rate expec

jon najarian, you bought macy's calls?yes, sir, scott saw some unusual activity in here pete was pinging me, are you in. i said, yep, click i bought the 32 calls out there in december, and i will probably be in those through black friday and hopefully then some, scott >> good real-time stuff. i love that. brynn, what do you have for us >> yeah, xop, an oil and gas etf. you can sell the february 116 calls, get 5% income you have a total return if it gets called away of around 14% for three months >> okay. jason snipe, what about you? >> salesforce. i think salesforce is the most robust crm platform in the industry, and as more capital flows into it, attracting and retaining customers, i think salesforce is the name here. >> it was part of the big call i mentioned earlier along with microsoft and snowflake as we were talking about it, and oracle by the way as well. josh brown >> uber, but i said my piece on that already sticking with it >> yes, you did. all right. and adding more is josh brown. thanks for watching. that does

investment committee today joining me for the hour, stephanie link, degas wright, josh brown and jon najarian, co-founder of market rebellion.com. the stocks are under considerable pressure today in large part because of the right-hand side of your screen that hearing on the hill today the fed chair is there the treasury secretary is there, but it's those comments from fed chair powell about a sped-up taper, also retiring the word transitory as it relates to inflation and that really spooked stocks, caused a spike in rates right now thedown is down more than 600 points and we've taken out the low from friday on the s&p. 4574 is where the s&p 500 currently sits and that's a loss of 1.75% we'll keep our eye on what's happening on the right our steve liesman will join us in a second and rick santelli will join us, too. what does this mean to the way you're thinking about your money, the fed, the markets and pretty much everything else. stephanie link, i go to you first for your reaction of what we're witnessing in the markets. it's really a double whammy. we're worried about this new var why not

. >>> let's stick to where the market action is and bring in jon najarian market rebellion cofoundero options activity on intel, eight different insider buys but you're looking at different options activity in some of the consumer names >> yeah. in particular, brian, these consumer discretionary plays have done exceptionally well in fact, i dare say we're seeing the most outperformance in that sector i mean, tech is okay as far as what it's delivered so far. we've had some nice pops here and there. but nothing like you've seen in bed, bath and beyond or in coppery, the parent company of versace and a bunch of other brands those stocks have seen double digit jumps in the case of obviously bed, bath and beyond, 57% in a single session. those are the kind of things that will catch your interest, brian. for that reason, i figured i'd throw a couple of these consumer discretionary names that are also setting up nicely right now. >> yeah, and it's interesting, too, looking at your notes here, you have best buy, bby, bed, bath and beyond, bbby, hopefully people aren't making a ticker mistak

call today. >>> evgo one of the stocks in the ev space that jon najarian mentioned, is now up almostd it to you on unusual. given the fact you have calls in a name that's jumping 25%, what does that mean in the terms of your time frame and how long you'd be in there. if people are feeling bullish reacting to this chart what's the story >> no, and i don't intend on getting out of this one or blink or chargepoint, scott. those are all the charging for these ev vehicles and that network needs to get built out like crazy to hit the president's goal of i think it was 500,000 charging stations across the u.s that's evgo, that's chargepoint, voltera. all of these are going to get benefit from that long beyond a one-day pop. these have been moving up since basically the middle of last week dramatically. and i think that continues so all i'm doing, scott, is rolling up to higher strikes as this happens the only one i sold was volta, which was up 50%, 48 or 50% since last thursday. so that one i just had to take the profits and run but these others i'm just rolling up in other words, taking pr

too expensive to get in our investment committee joining us is kerry firestone, steve weiss, and jon najarian co-founder of market rebellion.com. take a look at what stocks are doing at noon in the east. the dow is down by 86. it's off the lows and s&p is a fraction higher by 11 points and the russell's negative the ten-year note yield 150. we do want to focus on nvidia. the big blowout there and it's the new n in faang josh brown, i know you're not surprised. i want you to listen to what you said then, and then we can talk about this quarter on the other side of that >> the market doesn't care about a lot of the ways that stocks like these have historically been valued. it's not texas instruments they're not stamping widgets it's a company that's involved literally in the transformation of the world the next phase, the fourth industrial revolution is marrying the physical world to the digital world. that's what us and our children are all about to live through. >> i mean, six days ago, point being, sell it on valuation at your peril, and today we learn why. >> i hate the sound -- i hate the

joining us for the hour jenny harrington, steve wiss, joe terra nova and jon najarian, co-founder ofrebellion.com. the market trying to avoid a third down day recouping big losses froea

and firm downgrades that stock to market perform we made it our call of the day and we bring in jon najariane's making moves. welcome. cut your losses, huh >> they were gains like you said still up over 40% and i just kept rolling, rolling, rolling to the upside but today versus friday, yeah, it was a loss. and what i did, scott, was i'm not saying that they are ringing a bell as far as saying it's over for charging. i don't think it will be over. not with 500,000 charging stations coming our way over the next five years. but i do think that it was pretty clear that we should be taking profits today, people listening to that report obviously sold blink it put a cap on the upside of charge point and vultera and hi those stocks through options and i closed all of them out today like you say, blink was closed out from friday's trade until today. it was a loss but it was a strong month for performance in that sector. >> what do you do -- i'm looking at it as we speak. i'm pulling it up here another stock down almost 13% today. you own that how do you factor that into what you just said with the

too expensive to get in our investment committee joining us is kerry firestone, steve weiss, and jon najarian market rebellion.com. take a look at what stocks are doing at noon in the east. the dow is down by 86. it's off the lows and s&p is a fraction higher by 11 points and the russell's negative the ten-year note yield 150. d

great nation including two of our very own, jim lebenthal and degas wright bryn talkington and jon najarianfounder of market rebellion.com. trying to bounce off the worst day in weeks after that inflation read and the dow is down 66 and the s&p is good for 11 and there is the outperformer on the day and the majors, which is the nasdaq down 125 the russell is having a good day and the 10-year note yield at 157. we do want to stay with disney, though it is our top story. jim lebenthal, you knew i was going to come to you first on this because ahead of the print on this program you said that if you did not own disney here you can buy it and that was some 7% ago. so you've got to own it. >> yep, i do just to use the phrase, you should own it still and if you bought it yesterday, i'm sorry that it's down 7%, but i very strongly believe that over the years to come this is going to be a better returner than the s&p 500 overall. so please don't be thrown from this horse by one day. what happened is they missed on the subscriber counts and why that happened is because of hotstar, the people who remo

joining us for the hour jenny harrington, steve wiss, joe terra nova and jon najarian, co-founder of market rebellion.com. the market trying to avoid a third down day recouping big losses from earlier today, rising yields. they've been fueling recent declines and the ten-year hitting 1.86% and obviously, fast-rising yields on the 10-year and that's having a big impact on tech names and let's just talk about it, and we'll start things off looking at the high growth names and a lot of those high growth stocks have been hit pretty hard by the rising yields and i'll start off with you, if you don't mind and as a chance to buy the dip and you're moving away in the moves with the ten year that we're seeing >> it would be hard to move away since we were never in them, but no, we're also not looking on the dip. we need to buy stocks for our discipline growth strategy that have 5% or better free cash flow yield and ahead of the show we were chatting and i was saying, you know what? maybe things like paypal, coinbase, zoom maybe if they get a little bit cheaper there will be something that we'

great nation including two of our very own, jim lebenthal and degas wright bryn talkington and jon najarian

. >> want to get a comment from jon najarian and maybe your move this week is the most interesting ofte got an allocation in the ipo you did not, and you bought this stock on the open market that fascinates me in and of itself >> well, you and i talked yesterday about why i couldn't get an allocation because i serve on that public board. >> sure. and until i'm off of there i can't do it. nonetheless, hat's off to pete and i wish i was in at the price he was in at and i liked it so much because of what you and i talked about these evs and it's not just the vehicle, of course it's not just neo and tesla and so forth it's blink and all of that that's part of this infrastructure bill, the been that's already been passed and will be signed on monday >> and it is so pertinent to the debate that we just had on nvidia which morphed into a greater conversation about valuation and when it matters and when it might not matter for lack of a better description and a spirited debate that i think our viewers got something out of how should we context when we a now talking about something with revenu

joining me for the hour jenny harrington and josh brown, jon najarian, founder of rebellion.com. the nasdaq 100, the russell all hitting new record highs again today. take a look at the bottom of your screen, too there are several double-digit movers in focus. some of our committee members are rejoicing and others, they are reeling. we'll debate each of those names and what you need to do with them right now and on that note we'll get to the markets and i first want to get to moderna missing and they cut guidance for sales. steve weiss joining us on the phone and we need to hear from him, steve what's your reaction what do you do with your position today >> well, what i've done is i've added right down here to the position if you recall i had some schmuck insurance which is far below the market so they helped with these a little bit today, but still it's a painful day look, they cut guidance this year, but they attribute it to and i believe the timingissues this is a new company. this is not pfizer that's been around for 100 years moderna's been around for a hundred years and the

joining me for the hour jenny harrington and josh brown, jon najarian, founder of rebellion.com. the russell all hitting new record highs again today. take a look at the bottom of your screen, too there are several ub

bailing on big tech what it says about your next move bryn talkington, jason snipe, josh brown, jon najariancom. russell is a touch lower it's basically flat. there's the ten-year note yield 162. it's the nasdaq that was lagging early on everything's about the same as we speak home depot is giving a nice lift to the dow earlier not quite as much right now and tech is where we'll kick things off the release of the

with the investment committee joining me for the hour today, brenda vinjello, joe terra nova, jon najarianlion.com. closely watching that, and it's very much wait and see the dow's down 70. s&p is a fractional loser and ten-year note yield 156. all right, joe it's all about today

investment committee today joining me for the hour, stephanie link, degas wright, josh brown and jon najarian-founder of market rebellion.com. the stocks are under considerable pressure today in large part because of the right-hand side of your screen that hearing on the hill today the fed chair is there the treasury secretary is there, but it's those comments from fed chair powell about a sped-up taper, also retiring the word transitory as it relates t