let's get right to it with joe terranova, stephanie link, and simon baker. and how about it, you look at facebook today up 8% off this upgrade. >> that's a notable upgrade simply because this analyst was probably one of the more cautious on the ipo back in may. but i think what all three of these names we mentioned, rimm, yahoo, and facebook have in common. the way they've been acting in this recent rally is that all of them. there's really no fundamental change. there's just been this massive shift in sentiment. and sometimes that's all you need. sometimes there's just no one left to sell and all of a sudden people decide to focus on the silver lining. that's great, it can go on for a long time. but i don't think anyone should say, hey, there's been this huge change fundamentally. all of this is based on the expectation that things will improve. >> at least facebook's most recent earnings report was pretty good, right? beat the street -- >> weeks ago. what this is about is the analysts saying, look, the opportunity in mobile is way bigger than most people a

>> part of simon baker's name -- baker-hughes.ing it. >> tjx. >> i thought you were going to say apple again. afraid to get more hate mail on twitter? >> some guy made me a great offer. kudos to him. >> catch what's going on tonight, "money in motion's"

. >> more than 3% in the past two days, simon baker down here on the desk could call the trade last week, in fact. it's up more than 5% since that call was made. you're taking profits at this point? >> no, i think we're adding on -- they're really underestimated here, really strong product cycle going on here. it was a -- to develop this conference earlier this week, they gave out the tablets, the iphones, the feedback is really positive, they have 400,000 users compare that to 150,000 users on the iphone side. 1.5 million people a day are upgrading on windows 8. i think it's going to be a winner, it's long, and adding to opposition here. >> where are you on microsoft, because steve bomber, we found the developer's conference out. a lot of bullish updates, a lot of people who were operating to windows 8. we had this bullish morgan stanley note out today. the bullish scenario would be for them to hit $34 a share. $37 is the price there. what were you seeing today? >> well, the top three most active options were all calls on microsoft. so i think the options market, despite what ennis refr