i am working and we are working at palantir no a long-term outcome. would say we're in this for the long haul. if you are speculating or you're thinking about this short term, there are plenty of other things to invest in we're building the company we believe in we're going to do it for the long haul. there will be ups and downs. my lawyers won't let me say more than that, but it's obvious. if you want something else, it's a huge world buy some other stock you don't have to buy palantir, nobody is forcing you. we're completely lingquid there are a lot of other great companies. i'll see you in a couple years we'll see how we've done we're busy working in our shop sbiskally building products of the future >> it's been on an absolute tear more to come in terms of their business, particularly on the defense side as well in the second hour of the show. but i just thought really interesting to get him there on the record about silicon valley culture as a whole saying the brand of the valley not good what's your software doing to help people, and many of the

you've been watching palantir.ce this all together and what does this give you, if anything >> an opportunity -- i mean, i hate using the word "opportunity," i really do, but i think that's what it is. the three and a half level karen mentioned, that's support. goldman sachs upgraded the stock. cathy wood has been speaking about this they signed a deal with 3m, palantir and by the way, i think they'll be able to scale down some of these msbs, midsize businesses i can't speak to exactly why but in terms of trading the stock, risk reward, it fits really well >> it's not the same kind of squeezy action probably here in palantir the percent short is about 7%, karen, so not a gamestop playbook, but certainly that could be a factor, too >> right well, actually, just as we're talking, the stock's now 24.75 so it's -- maybe it has bottomed i think it's sort of interesting. i think it has come a long way down it is nowhere remotely approaching anything like cheap. but i think the growth story is clearly there. just one thin

365 days a week, we're discovering events by detecting information in public data a company like palantirany like c3.ai is an internal solution that brought internal to a company. dataminr detects trends and information in external data we discover signals outside the scope of a public sector enterprise and bring those organizations that signal. in that way we are just differentiated in the ai space, in spite of all of those companies have very sophisticated ai platforms. >> so strategically, what are the most important platform relationships that you will need to form to see that your vision of what is important in big data plays out? is it the mega-scale cloud providers? is it the data platforms that are interfacing with those, you know, the likes of snowflake what are the most important relationships? >> those are great questions i think, you know, for us we now integrate over 100,000 different public data sources, and those are very diverse so they range from broad, global social media platforms to regional social media platforms to media, to the deep and dark web, to iot sensors. for

too much emphasis on near term gains as expense of helping healthy long lasting companies. >> at palantiraucracies in this country i believe to some extent on. and we're to some extent battling away with short-termism on wall street which i think is the most corrosive attributes of an otherwise interesting and largely functioning system we told the wall streeters that we will focus on building the long-term health of our company. that we're going to invest in our product development and in our clients. first and foremost and then, you have to battle it out with them. >>> jetblue is calling airline attendants back. the airline took employees who took a two-month leave of absence for april and may, they should report back a month early. it comes as several airline ceos including jetblue reported bookings are on the rise >>> chime is preparing for a stock market listing the company held preliminary talks about going public as more people are taking their banking online amid the covid-19 pandemic the report says chime could be valued at more than $30 billion by the end of the year >>> and as

tell me about direct listings and your expectations if you have any for road blocks we seen palantiry to become public this is another once, i would think an important one for the nyc. >> yeah. thank you very having me on. it's an exciting day, they are waiting to see how roblox opposite the market is becoming more popular as we see additional companies look to explore alternatives so they decided to become a public company using a direct listing. so they're not raising capital today in this moment they didn't have an underwritten offering last night. they're having their first price established by the market-maker on the new york stock exchange trading floor right now, for the buyers and sellers to determine where roblox will go as a company. >> i noticed, if i recall, of course, i haven't been down there many years as well, can it take a little longer in the direct listing. >> or is it the same as an ipo >> it does, you think of the elements of the a direct listing different from an ipo, there are fewer artificial constraints so buyers and sellers are not limited in the allocation

palantir, a long-term deal with a french auto supplier.st governments to more corporate clients. that is good thing for this company. docusign reporting earnings after the bell. it is up 200% in the past year, surging with pandemic, with a sign remotely, and online instead of face-to-face. gamestop, yesterday with save trading halts, four on the way down, three on the way up. gamestop it was trading 340. it lost 40% in 25 minutes. we don't see that type of volatility today. stu, doesn't that suggest there is a lot of retail trading in this name and options at play. these are the contracts that try to predict the price up or down in the future. we've seen really pronounced usage of this especially amongst retail investors this year. stuart: concentrating on the level, $273 a share. ain't that something even though it is down recently. susan: yeah. stuart: let's talk about apple. they have been talking about an apple car. we've been talking about it for quite sometime. susan: yeah. stuart: is there any news who might manufacture the apple ca

en tier -- palantir is up about 3.7% to $24.80. not bad for a couple of days' work there. ahead of the company's quarterly report after the bell. analysts are expecting nio to post a loss of seven cents a share on a 130% increase year-over-year in revenue. nio is jumping 8.5%. >>> with today's rally it's the dow transports that are the only major index on pace for a record close. the transports need 299 points of gains. we're already up 352. part of it has got to be the trucking companies that are within in it. look at some of the names here and how they are doing today. e appearancing a boom as -- experiencing a boom as more and more of you are working and shopping from home, and it's still continuing even as people start to venture out once again. let's head to chicago, illinois. grady trimble is right there amongst the big rigs. grady. >> reporter: hey, liz. and it's not just today that those trucking companies are doing well. we're at c and k trucking where they're up about 5% year-over-year, and that's when you include the pandemic shutdowns that put a lot of industri

explosion in earnings that most will fade into the rear headlights if you have a couple delight palantir going 50% a year or more, apple which is exploding on every metric that they check, microsoft moving ahead those other companies that come heck or high water are going to do very well because earnings only positive thing in stock market affect the overtime. >> keith i have to disagree, you knew i had to do it, probably tech right now is so overvalued apple trades 30 times earnings that used to trade 15 times earnings it's going to be too hard for them to grow the profit. >> you said that two weeks ago. >> 15 times earnings you're right that we've been talking since december and apple is now down but the cyclical trades are up, going back to earnings i think the very critical and the markets going to go towards the earnings of the best and that's going to be an economic sensitive areas like energy, financial, materials, small caps. maria: i love this debate because this is what makes the market. he fitzgerald, brian payne, great to see about, we will keep watching and we'll talk soon.

>> parnlt -- palantir.er. >> chewy straight up from here. >> thanks, everybody, does it n'go"fast money. dot anywhere. options action next. this is my granddaughter...she's cute like her grandpa. doesn't just help me get to retirement... ...they're with me all the way through it. voya. be confident to and through retirement. >>> options, action. strategy from the street's top traders. options action >>> happy friday, options action fans, i'm scott wapner in for melissa lee. we got a big show, here's what's on deck. >> will ups pick up where fedex left off pass the packing tape because professor co is ready to deliver for you. then, playing to win tony zang is laying out all his cards in the casino stock. and a look back and look ahead carter powers through the next leg of the energ

palantir, like 2.5. now we're talking about the finest manager of our time what >> what time is that, 4:00 yesterday? >> 9:06. that's the time. >> she bought 23,000 shares of tesla. so will she stop the decline in tesla, david >> that's what i want to know. >> 23,000 shares i don't know if that will do it. >> two million shares of palantir. >> 2.6 million you're missing the other buy >> thank you i see. that that's right. another 670,000. thank you, jim >> she must have watched when i said she likes zoom, she's buying zoom. not true she doesn't. but i think it will be tesla and cathie wood and if they hold the line, and even my twitter feed, saying this is it. >> hold the line hold the line on the spacs, jim? are you watching those watching the twitter feed on the cciv bulls hold the line. >> there is a devastating note about one of my absolute favorites that you brought to me, david, i'm talking about quantumscape, i mean the analyst just loves it, baird, it's called electric crude, he talks about faste

slovakia it comes as the blocs criticized for the slow pace of coronavirus inoculation in member states palantir regions health chief told us about the approval process for sputnik vane. it's necessary to produce vaccines in house in order to be self-reliant and avoid the problems we've recently faced including the difficulties with job supplies and on time deliveries autonomy will benefit everyone in this case we've always treated the sputnik vaccine with great respect paying particular attention to the scientific evidence behind it therefore we had no reservations about it off we saw the in the explanations of its validity in the medical journal the lancet and by the laws there are a national institute for infectious diseases in row we've always said that the efficacy and safety of vaccines are the main thing whereas their origin doesn't matter to us. unfortunately we can't say decisions absolutely independently and always have to wait for the approval by regulators will so hope for a fast track process so that it doesn't get bogged down in excessive red tape because we're in emergency and in

not only are these stocks -- amc, palantir, gamestop -- among the biggest gainers among u.s. stocks, they are also among the biggest volume traded. you can type most go on the terminal and find the biggest losers, winners, the most traded, and these are just under general electric. massive volume in these stocks as tech snaps back from a multi-day drop. we are also getting some bond auction headlines. last week we had an issue with the honda options in the u.s.. right now the u.s. three-year note drawing 0.355% versus 0.39% presale. we will continue to watch these treasury auctions for you. ira jersey told me that he thinks these auctions, over the next few weeks and months, will be bumpy after the volatility we have seen in the rates market. s3 has become a household name over the last few months. the company has created a score, short crowded and short squeezing, a scale of one to 10, potential gamestop sore amc's, to give you the populist slant on this. joining us now is the founder of s3 partners, bob sloan. the references have gone from the bloomberg to reddit, in terms

our next guest is an expert on both sides of the divergence founder and former ceo of zillow and palantiroard member spencer joining us now so good to see you this morning. the were e is, with all this talk about rates, what's your outlook for the tech sector? >> thanks for having me, julia look, investors are getting more selective. we see this, of course, rates tick up. a risk off trade investors tend to cycle out of high growth, high-priced assets into slower growth companies that are a little safer, and we're starting to see that happen seen it over the last couple of weeks. for me, i'm a long-term investor and try not to get caught up in short-term fluctuations. we're at the beginning of digital transformation in huge versicles in our economy investing heavily in vertical companies like amazon, also vilma, state's title and others we're talk about anything to press a button on your smartphone and have magic happen are long-term winners and will make it through the choppy period we're seeing. a little out of growth. >> we will talk more about that spac deal made in a little bit tell u

were typically airline, and cruise ships and spacs, and name, david, often associated with ark, palantir, well, they're give-up stocks and people just want out and i think it's important that we talk about it, because we can talk about unemployment claims, and it is certainly possible we can talk about the, what's going on on capitol hill, but what i see happening is the younger people are saying, you know what, it turns out that stocks can go down, too. i thought that stocks, as david portnoy, in circular reasoning did say, stocks only go up so buy stocks, well i think they're discovering when stocks go down, when stocks go up, it's a game, when stocks go down, it's pain >> okay. when do you think it, do you have a sense as to a signal it's coming to an end we know a number of growth names have been hit over a number of weeks as we watched the yield move up. but recovery names a broader sort of decline here when do we get a sense it is over >> when they pull their deals rather than price at $40 which is really ridiculous when people like greg is doing a great deal, and there may not be

renewble energy symptoms if apple is 25 times earnings, that's fine, but if something like snowflake or palantir or tesla trades at 25 times, you do not have a buyer on me i think john is wrong on apple amazon is off 16%. facebook is off 16%. that's too much. that's enough, you can buy those right now. >> now we'll have a debate not only about the faangs, but the no flakes of the world when jon najarian bought snowflake today. so snowflake, maybe no company of late has had as much pressure on it as snowflake because of the price-to-sales ratio, its valuation. you've got to deliver or look out below, and what happens? snowflakes delivers, that stock is up 10%. jon najarian still bought it, why, jon >> well, i bought it, scott, because people were shorting this ahead of the lockup, which you talked about that lockup, of course, people that are insiders have a six-month and then frequently another six-month period where they can sell the remainder of their shares it doesn't mean they have to do it at that point a lot of us look at those periods and say, boy, you could see some pressure. you did see

than 15 times revenues and are big, we come up with names like airbnb, snap, twilio, pinterest, palantir, doordash those are all names that didn't make money last year trading at 15 times revenues or sometimes 30 times revenues or more. those are stocks that you have to have very high conviction in their ability to meet or beat earnings going forward because typically they have underperformed over longer periods of time. i think if you -- you know, there are a number of stocks that haven't done well this year many of the faang stocks all the faang stocks haven't done well this year. they're trading in many cases at reasonable valuations. and so i think our house view is, you know, names like facebook and google have been beaten down and those are names that bernstein are recommending. apple has been beaten down somewhat but it was up 75% last year so we don't think that stock in particular is uniquely attractive or particularly attractive at current valuation levels. >> toni, thanks for your insights as always it's great to see you. >> thanks for having me. >> frank. >>> while concerns a

is as of this morning of the top 100 posts on the wall street reddit forum, it is gamestop, and palantir and amc, they are the most frequently mention and gamestop coming off of the monster day yesterday when they said that former executive ryan coney is going to lead into commerce. and tesla is now surging with which is also listed on that for rum, and set for the best day since march of last year, and ready to snap a five-day losing streak, and another interesting name that caught the name of reddit traders is apple moving sharply today. it is under pressure of 15% off of the all-time high, and that is of course after a remarkable 2020 in which it surged 80%. this morning the investors at loop capital said they are planning a virtual event on march 23rd in which they could produce air tags, and ipad and next generation airpods. >> anybody can look at reddit and wall street bets and even if you are not, and investor little guy, and even a hedge fund manager, and look at this, so it does not necessarily mean that, right, that this is all powered by the little guys >> no, of course not, a

. >> all right >> caller: my question is simple, is now the time to double down on palantir. >> i don'tdouble down. it's a great software company. it's black box and we are not sure what it's doing it's been propped up, it's not a fair term, but it's kathy wood stock, arc investments you don't double down until something comes down significantly enough to change your basis let's go to winston in new jersey winston. >> caller: booyah, jimmy chill. >> the chill man in the house, what is up >> caller: yeah, what is going on with my g-1 theraputic. >> you are in speculative zone there. no, look, these are stocks that i never say no to anyone provided that they recognize it's a speculative stock in their portfolio. it's not like owning a merc, and that, ladies and gentlemen is the conclusion of the lightning round. >>>. >> announcer: the lightning round is sponsored by td ameritrade coming up, how can the country take control of a pandemic recovery that may last longer than you think cramer gets real about how to beat covid for the long run. next i'm searching for info on options trading, an

online gaming app went public through a direct listing, following the likes of spotify, slack, and palantirding at 64.50, which represented a 43% increase from a private financing round in january and tesla is increasing the price of its model y long range and model s plaid plus by 10,000 bucks. the price of its model 3 standard range plus has also been increased to $37,490 from 36,990 the company, however, keeping the price of its performance model y at the same range. you know, brian, it's a whole new business model i remember the first time i went in to buy my first car and it was used i went in with my dad. i went in girding for a negotiation, and i think i got a good price but, you know, who knows. >> you know, the price of lithium, which is used to make all the batteries that these cars rely on has been soaring. i've got to believe that these rare, boring things we never talked about ten years ago, have got to be driving the price gains, and we'll see if that price continues. those were oddly specific numbers, too, bertha 37,096 it. >> i don't know what it is, but they're very modern

palantir is what i want to own. if they're on sale even better.harles: i look at crowdstrike down 22, peloton, some names are down huge chunks. of course it feels so good when they're up 25 points in a day. it's a lesson they can also go down that much but i'm salivating as well, keith, one way or the other we're creating opportunities right now. hang tough if you can. we have a crazy day. i would like to come back to you later in the show. there are new calls for bitcoin. i have a new magic number for you, to hit one million. that is not the only part of the crypto blockchain revolution having big news today. we'll give you those details later in the hour. also it is not the only revolution on the horizon. a major part of the fourth industrial revolution is artificial intelligence. big challenges lay ahead. we'll dig into those next. (vo) ideas exist inside you, electrify you. they grow from our imagination, but they can't be held back. they want to be set free. to make the world more responsible, and even more incredible. ideas start the future,

get hit with a tsunami of insider selling once the lockup expires, your stock can be toast there's palantirre, that's just supply speaking a bunch of big ones on the way snowflake, way down since its multistage lockup expiration got rolling even as the company reported amazing numbers last night. fared pretty well in this awful market tomorrow we get the final lockup expiration, nearly quadruple the size of the throw. the company just reported that great quarter, shareholders about to get swamps. mccartney's unforgiving. i mean, maybe even it brings down a company that was able to go up $1.97 on a really hideous day. i'm also watching for good rx next week. its flow could increase tenfold. course-area gaming one of our favorites. march 27th its flow could triple ladies and gentlemen, there's no room for this. remember, these are just the beginning. there are more lockup expirations on the way meaning more pressure for the stock market i'm trying to get to you stop denying what's occurring again we sold this in 2015, 2016 when we got hit with wave after wave of new stock from companies that

that's apple, that's microsoft, that's palantir, loads of tech companies that are doing a good job managingolitely. those are the ones you want to focus on as an investor. david: so do we go back to those standard tech picks and forget about social media right now? >> i'm steering clear of social media because i don't think it's the environment that everybody thinks it is. it's a cesspool full of hate and vitriol. i'd rather invest this optimism, medical technology the, all the things that are going the move our world forward. >> david: and you don't think they're going to be hurt by all the talks of tax increases. >> there's going to be some of that, that's inevitable, but if you've got that 3-year, 5-year, 10-year horizon, i would argue it's very hard to think about apple going out of business, microsoft disappearing, many of these big companies having anything more than just stubbing their toe. david: although in three years a lot more damage could be done if they do, in fact, raise taxes. keith, we've got to leave it at that. keith keith fitzgerald, great to see you. thank you all so mu

finally palantir coming off the worst week since the debut. we were up 2% a few minutes ago.dit favorite. you hear people talk about palantir quite a bit in that thread. stuart: very much in the news. the stock has been volatile. thank you, susan. get ready for takeoff. archer announcing a date and a location for their flying electric taxis. the co-ceo is here next hour. he is going to tell us when and where they will take off. >>> first though, a third woman accuses new york's governor andrew cuomo inappropriate behavior. is this the straw that breaks his political career? brian kilmeade is here next. how does cuomo recover from this? ♪. your doctor gives you a prescription you could use free 1-to-2 day delivery from cvs... but aren't you glad you can also just swing by to pick it up, and get your questions answered. that's healthier made easier. from cvs. lately, it's been hard to think about the future. but thinking about the future, quis human nature.. at edward jones, our 19,000 financial advisors create personalized investment strategies to help you get back to your fut

palantir tripling since last time.res in that silloff last week. big tech led by apple, leading thecom back. apple is warren buffett's largest stock holding. $420 billion on the oracle of omaha balance sheet. plug power getting a buy at $635. that is lot for the ev company. united airlines paying 49 million-dollar fine last friday but adding 25 new 737 maxes this morning for a total of 180 over next few years. this is the vaccine reopening inflation play we're seeing on the markets as well. stuart: wow, really big movers. not surprised when the dow is up 600 points. it is a monday morning rally. bitcoin, i saw that down at 43,000 buck as coin? 49, good news here anywhere? susan: we traded as low as 43,000 over the weekend but citi just came out with a really bullish note on bitcoin. citi is calling a turning point for cryptocurrency and it could become the national choice for international trade. it means more dope shun to digital currencies from the world's biggest countries including china and the u.s. that is a big

new service sector productivity gains come about from the software companies like snowflake and palantire going to innovate the way services are able to do business , and also with the covid disruptions, all services in the united states are going to come back online much leaner, hungrier, and capable of lowering costs. in china, there is the need to do a similar thing but the lack of innovation that comes about because you tied down these innovative internet firms is going to be a real problem. and the degree of service sector deflation is going to be much more severe in the united states senate would be in china where you -- states than it would be in china. shery: we have so much monetary stimulus but also fiscal spending. take a listen to what secretary yellen has to say about how you are going to pay for all of that. >> a longer-term plan that addresses critical -- this economy. probably would be accompanied by some revenue raisers. >> when should we start asking about the sustainability of deficits and debt? bill: they are already asking the question. if we are going to be putting

doc you sign, palantir, peloton making up recent losses as well. interest in legacy tech games, oracle, hp, cisco they are working today, they continue to climb higher in the tech rally though their game is not as strong, in the 1% to 2% range back to you. >> nasdaq now down only 7.4% from the all-time highs. deirdre, thank you. >>> according to cnbc morning consult poll 35% of americans say they won't return to normal when it comes to routines after the pandemic up next we will talk about the need for covid testing in this next phase with the ceo of adaptive biotech that stock on the move, up 6%. we'll be right back. this is how you become the best! [music: “you're the best” by joe esposito] [music: “you're the best” by joe esposito] [triumphantly yells] [ding] don't get mad. get e*trade and take charge of your finances today. we see homes staying cooler, without the planet getting warmer. at emerson, we drive the adoption of more environmentally friendly refrigerants, for a greener, more sustainable impact on our future. emerson. consider it solv

etsy, and you have tech companies that are enterprise-based that are also interesting to watch, palantir now and salesforce. they're doing really well because they're able to monetize in the digital sense, they're able to build in cloud, a. i. and all those new technologies. now, interest rates respect going to stop them, you know? look at the equity trade versus us the bond trade, people are relieved, and it's good that we're having some rising enter rates because it shows the economy is going. gerry: i know you've got some thoughts on the reopening of the economy, and we've just heard that new jersey's, obviously, the largest concert and entertainment venues are reopening with restrictions starting today. i think you see perhaps the return of some conferences coming up perhaps quite soon. is that right? >> it is. i do a lot of of keynote speaking, and we're starring to see bookings in august and september, people are looking to cpac this weekend. that was a pretty big conference, and that was in orlando. states like, you know, florida, texas, nevada are opening their doors to larger ev

because apple, microsoft, palantir, these are all companies that are going to do very well in the next five or 10 years. it is not just about the recovery. it is about staying out and changing our economy to our way of thinking. >> yeah. neil: you know, the organization economic cooperation of development, oecd, put out a statement, about the stimulus in the united states having a global impact. one thing they say it will help the u.s. economy recover twice as much as earlier expected and will have a spillover effect on the entire globe and global markets were rebounding before ours on this notion. do you buy that? >> well, considering how much domestic versus foreign are targeted, i actually do buy that, neil. it is really interesting to see america be so, such a global stimulus factor which is kind of the opposite of the previous administration of the last four years. definitely a sea change and obviously if the world does better, america does better. we all do exist in the microcosm of the globe, but i obviously want to see the u.s. market and the u.s. jobs come back and you know, i

like they got free stocks there is another 6,000 >> no, you know what they have others, but -- >> palantir? >> but the problem is, a lot of those stocks, jim, have come way back down-to-earth. >> you're not allowed to say that. >> i know. >> oh, my god. you are, i'm going to check you on twitter because they have decided, they're targeting you >> you check because i'm not even going to bother looking >> but the ark funds have been crushed lately the momentum stocks have all been hit lately. a lot of the favored small cap stocks have been hit lately. and i'm wondering whether we are in the midst of some sort of retail shakeout. >> i think we are. there is a really good piece by evercor about snowflake which is a great company, i speak to a lot of younger investors, a lot of them like snowflake but i think they think it's meteorological, and wow, snowflake, a good thing to have in the summer. there is an element that i have not seen in my life, scott, which is there are stocks that are doing really well. the rails. and there's just people not interested in the rails. but the money managers h

they're calling silicon hills now here in austin because so many companies, we have google, tesla, palantirace that is just not conducive to business, and it's going to cost you so much more especially when we have a remote working environment. david: you know what kills me, jim, is to hear these comments about the avaricious private sector, who is more avaricious, the millionaires or these state officials that keep -- by the way, chuck schumer said after he got his $100 billion out of the covid bill, he said that new york's budget deficit would effectively be wiped out. presidentially killing the need for -- potentially killing the need for any new tax hikes. so even chuck schumer said that the money from the feds would wipe out the need for tax increases, but it's still not enough for these politicians in albany. >> what's amazing, david, is this has been going on for many years now. you have states that have been the recipients of the high-tax state exodus, new jersey, new york, california, connecticut. and the response from policymakers, you could throw illinois into that mix as well if

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. >> could have broader applications as we palantir and spacex they plan to expand into urban aviationem still small but growing, carl. including on the space side we talked about winning a first d.o.d. contract that speaks to perhaps -- talked about it a number of years multiple companies on and growing strongly now speaks to the fact there seems toish a shift, opening, for new entrepreneurs, new invaders to do that government work. that maybe a couple years ago steered clear of by some of those more established tech companies in silicon valley. >> yeah. i wonder how it ties in with antitrust as some of the giants also get more regulatory ju scrutiny you want to protect your giants bringing technology eventually winding up in places like a coc cockpit. >> absolutely. and i just, i think we'll hear more and more about some of these companies coming out of other parts of the country, but red 6 in particular, keep an eye on love to get to test that technology myself. maybe one day when we guest past this pandemic. >> yeah. not a lot of social distancing in a fighter jet. >>> guys, look a

she bought another 2 1/2 million shares of palantir which was rallingly.nks a value trap. optimistic on bitcoin and zoom undervalued. put $95 million on to zoom video. cathie wood is the biggest name since bill gross? with the fund managers, you have to continue this winning streak, as you know. stuart: you do indeed. she is on adown swing at this moment. how about amazon, they are bidding big for "thursday night football." that is a good story. there is another one, sir, i'm intrigued about the cashierless technology. you walk into a store. you pick what you want, you walk out, pay electronically. where are they doing this now? susan: they're expanding internationally, to the uk. first one outside of america will be in london. so this is interesting. amazon go where you walk into the store. you pick up everything you want. you just walk out with it without head towing cashier. you have cameras, everywhere, reads bar codes you put into the cart. there are roughly 27 in the u.s. new york, seattle, san francisco, chicago, new york. now london. i won't ventur

the gross momentum plays, palantirs, crowdstrikes, do you docusigns, they come off the correction. is interesting, maybe they're selling off on the rebound. david tepper, stu, a you know, hedge fund titan, he actually said this morning this reprieve when it comes to higher yields might only be temporary. i think the stock market might be reflecting some of that. stuart: my interest in that, gentlemen, whether or not he will file a tax return in florida or new jersey. susan: or new jersey? stuart: there you go. susan: question can be asked of a lot of people. stuart: indeed. talk to me about robe roblox cre gamings and gaming company. i was told they're going out $45 a share, right? susan: direct listings you have a reference price, priced at least $45. looks like right now indicated open is 65 to $70. so that means, what, is that 30%? almost 40% up from the reference rate? that is pretty much in line with the first day explosive debuts for unicorns. last year was over 36% on day one. that is the highest average we've seen since the dot-com bubble going back 20 years. we're on track

would tear apart big tech, but when he got-- comes to come is like apple, microsoft for example or palantirnk biden is full of air, not hot air, but air and i don't think they will clamp down on these things, google may be here and there are amazon is the most at risk. stuart: we hear there are 10 separate small-scale antitrust-- not sure the word investigation, the antitrust measures come at after big tech and severally pick democrats think that's the best way going at it. what do you say? >> these guys continually a few trillion dollars comes to regulation and they don't understand how to balance a checkbook, so how would they understand big tech. it's a lot of bluster with big tech way ahead of the game and i don't see anything more than a bunch of headlines and rounding error. stuart: big tech fan, keith fitz-gerald, thank you for joining us. it is 30 seconds to go before we open trading for another week this monday, march 23rd i believe all day. when we do open up, we will see monastic zero up may be a small loss for the dow jones. 10 seconds away. ring that they'll end off we go. we a

highest multiple stocks because they somehow feel that those are dangerous with the exception of palantir which has somehow escaped all of the scrutiny and boy, it's very hard to figure out what they do. defense. and defense -- >> that's the focus, that's the focus of mike wilson's note this morning out of morgan stanley, is his line is the cat's out of the bag, investors are no longer wondering if rates are going to go up but by how much. p/es will come in and the stimulus effect may delay some of that drag but in the long term their year end target is 3900 on the other hand, david costen our friend at goldman, says the equity market could digest deals as high as 2% the 10-year without much difficulty. >> i'm still with him. he's been making a lot of money. i think where people will make money is very different. i was doing some valtion analysis look acaterpillar. caterpillar is going to, it sells at 21 times earnings, next year, sells at 17 times earnings w david, we're going to take one of the most hated stocks even by ann windblat, very informative pers in the previous show, facebook,