the reason -- >> that was a huge driver for 2015, 2016 there were over $2 billion waiting for qualcomm nvidia was considered a takeout candidate. now it has over $100 billion market cap it trades over 12 times sales. 10 times sales is where a lot of the big numbers got done if you like nvidia, you like it for a.i., possibly crypto mining, then you have to look at amd thmpts amd. this is a stock that is expected to grow 10% a year they're expected to decelerate to that next year. amd is a stock that tradesat 2 1/2 times sales. i look at a constructive chart we were talking about it before. only up 17% on the year. they're expected at 14.3 earnings the week of october 16th, 17th, that sort of 24i7th. there was a rumor that possibly they're going to get some business from tesla. it was debunked. i wanted to look at a defined risk trade i wanted to target a move back to the prior highs just below 16 i want to give myself room down to the up trend. price of options is pretty cheap. again, i'm targeting october exploration. i simply want to buy a car the stock was trading about $13.20 you can buy t

retailers at best buy who sell technology to the workers at apple and sony lek doings and intel and qualcomm and nvidia and others. literally every state has a technology presence of supporting jobs. >> host: finally, donald trump wants to bring jobs back to the u.s. he has said. is that something the tech community can feasibly do? >> guest: absolutely. because we have jobs which are being unfilled today because we are not training our kids in software development, in s.t.e.m. the way we should be. we are, we have great universities. we're getting kids from around the world, the smartest people to come here, then we're kicking them out. we have literally millions of jobs that are open today, and it's forcing our companies to go overseas. if we can't import those people with skills or train the people ourselves, we have to go overseas. we're focusing on that in a may 3rd conference that, yes, tech is disruptive, tech does cost jobs. certainly, taxi drivers and hotel workers are being affected by airbnb and uber and lyft, and self-driving cars are going to affect a lot of the transportation industry. bu

second-worst sector of the day, some of the worst technology performers today, apple, amazon, qualcomm, and nvidia. the chip stocks taking a very hard. philadelphia semiconductor index down about 1.8%. these are the high beta names. paul sweeney, director of north american researcher at bloomberg says these names tend to selloff more on risk off days. we are having that kind of day and we are seeing it here for technology. julia: president donald trump is defending his decision to phase out obama era program protecting young immigrants from deportation. the statement issued by the white house, trump says i do not favor punishing children, most of whom are now adults for the actions of their parents. we must also recognize we are a nation of opportunity, because we are a nation of laws. trump goes on to say he will delay the end of the daca to givefor six months congress a window of opportunity to act. companies from a broad range of industries, including technology, and finance condemning the trump administration's decision. for. get to seleka talkeds been widely about. just given what we have see

the product of their cut america and nvidia has done a great job at that won't be the only ones they could at some point be displaced. >> let's keep in mind that qualcomm nvidia of the last generation, right they had the lat form that everybody was on. >> i was thinking of it as we were talking about this about. >> to get back in pete's good graces, i bought micron when it sold off i continued to buy bought in the high 20s and i'm buying it. that's great, and what's different this time and it's never different, i know that, but the capacity has actually tightened throughout various sectors, and we talked about micron and talked about western digital which i think is a buy year because there's no new capacity being create. sure, it would be better if they get toshiba's unit and if somebody else gets it there's still rational pricers in terms of nvidia, look, i was earlier in it, but i sold it thinking i was a genius and here it doubled and stock made a lot more money in the stock than me. i do think it keeps going but there's a history with these names and the history that the providers who license the technology don't like to be held captive to one com

there are over $200 billion worth of announced deals we're waiting for the qualcom n qualcomm/nxti deal to happen nvidia has a $100 billion market cap, trades at over 12 times sales. 10 times sales was the number where a lot of these deals got done if you like nvidia, you like it for autonomous driving, crypto mining, all that kind of stuff you have to look at amd, this is a company that has about $5 billion in sales, half of nvidia's next year they're expected to grow 10% a year. that's what nvidia is expected to decelerate to, 10% growth next year. i'm looking at amd as a stock that trades at 2 1/2 times sales. i'm looking at aslightly constructive chart here, carter can speak to that, it's only up 17% on the year. they're expected to report q3 earnings the week of october 16th, 17th, that sort of thing i bought the stock earlier in the week, i talked about it on "fast money. there was a rumor earlier in the week that possibly they were going to get business from tesla. i wanted to look at a trade, a defined risk trade i wanted to target that earning event, target the potential for a move back to prio

we want your questions on stocks like nvidia, micron, qualcomm and more they will be answered live onme report" tomorrow at noon eastern. e-mail us. "halftimereport @cnbc.com or tweet us using the #analystsversuspanelists "the halftime report, why the "weekdays here on cnbc i count on my dell small business advisor for tech advice. with one phone call, i get products that suit my needs and i get back to business. ♪ [he has a new business teaching lessons. rodney wanted to know how his business was doing... ...so he got quickbooks. it organizes all his accounts, so he can see his bottom line. ahhh...that's a profit. know where you stand instantly. visit quickbooks-dot-com. ♪ ♪ it's not just a car, it's your daily treat. ♪ go ahead, spoil yourself. the es and es hybrid. experience amazing. >>> we should let you know robert para, the founder of ubiquiti tweeted a response to andrew's report. here it is i just put my head down and let the products and numbers speak for themselves my apologies to those affected by these clowns. that coming from robert perra again today. so this story i don

four months later, 3-m, analog devices, nvidia and qualcomm were the big winners for more on this go to cnbc.com. scott wapner and the traders are back in two minutes. she only had me by one grade. we bought our first home together in 2010. his family had used another insurance product but i was like well i've had usaa for a while, why don't we call and check the rates? it was an instant savings and i should've changed a long time ago. there's no point in looking elsewhere really. we're the tenneys and we're usaa members for life. usaa. get your insurance quote today. back in two minutes. >>> on friday, november soth, "the halftime report" is the hop oregon american veterans with a live show aboard the historic "uss intrepid. we want you to be part of the experience join scott wapner and the halftime traders for live trades and market anal simpts that's friday, november 10th. >> how cool is that. that looks so cool. >> hopefully we get that. >> hopefully we get a beautiful fall day i can't wait for that. legendary investorsare sharing their top picks for where to find fall in the mar

nvidia. mentioned this earlier, but by market cap, bigger than qualcomm or adobe, bigger than six dow componentss tripled over the past 12 months it's up today on analysts' upgrade, particularly bank of america saying this can get to 210 per share. it's a rocket. >> it has been >> i think the average american, we talk about ceos and big companies, you think anybody can name the ceo of nvidia >> aside from us >> exactly, exactly. >> i remember when nobody wanted to talk about nvidia wow. >> let's talk about the broader markets, still positive as the dow and s&p hit new highs. dow is up for seven straight sessions as investors await the fed meeting this week. let's bring in jim paulson jim, good to have you here >> good morning, michelle. >> this is now officially the second longest bull run on record more than 3,000 days of 270% without a major correction and that's despite north korea, major storms, sometimes chaos out of d.c where do we go from here >> well, you know, i think michelle that we're kind of in a sweet spot here in this cycle where we're able to grow decently 2.5%-ish and we're grow