joining us now, affirm cofounder and ceo max levchin.y as a guide, this could be problematic. tell me right now how you see this. are you modeling for any problems when it comes to your business? because these are all your partners. if -- >> you know, we obviously don't love the idea of a port strike, so i'm very hopeful that it gets resolved. i think the contract expires at the end of this month, so there's a little bit of time, and i support both parties coming to terms as quickly as they can. we'll certainly be there for our retail partners no matter what happens as well as our shopping consumers, and so we anticipate a strong holiday season. this was not on anyone's bingo card, but we've seen worse in covid, so i'm optimistic. liz: and a lot of these companies have imported a lot of their product if well ahead of the holiday season. in fact, i think many are going to spring, looking forward to that at the moment. that said, max, which sectors would you anticipate might be hurt the most through all of this, and how many of those invol

max levchin has really delivered here with buy now, pay later.and people are paying later. he has done unbelievable artificial intelligence work to figure out who can -- who is a good person to lend to and it tends to a lot of people who couldn't get bank loans normally. max levchin has done a remarkable job. >> mizuho says the fed cuts could bring 30% upside to some of these consensus volumes. >> and some of these stocks are so heavily shorted because the hedge funds kind of believed it would be 25 and there would be this big selloff, like you had yesterday, actually, between 3:00 and 4:00. that selloff seems to have just vanished and i know the ten to one is worrisome but we have a lot of stocks that are up nicely and could give up some of that gain. i don't think they can give up all that gain, because this thing is too powerful. the one to watch is nvidia. that was up 3.5%. now it's up 5%. there was nothing wrong with nvidia except for the fact the long knives have been out for it because people think jensen can't possibly maintain this stren

for all of that that's kate rooney joining us here don't miss kate's interview with affirm ceo max levchin on "fast money." >>> up next, we're tracking the biggest movers seema mody standing by for us again with that. seema? >> well, scott, the big talker today beyond the markets is the presidential debate. a number of stocks are moving on it we will reveal the biggest ones right after this break (man) look at this silly little sailboat... these men of means with their silver spoons, eating up the financial favors of the 1%. what would become of them when they discover robinhood gold allows others to earn their very liberal rates on idle cash unlimited deposit bonuses and handsome retirement matching? ♪ they would descend into chaos. merciless chaos. nate jones... lines things up... checks his fidelity app... looks to outside analysts to get a second opinion. nate likes what he sees... and he places the trade... talk about easier investing. >>> we're less than 15 from the closing bell let's get back now to seema mody >> let's start with solar stocks climbing today after last night's presid