the ones i've been worry about, adobe bay, vmware, salesforce, splunk, twilio, five9, ring central. cloud stocks proved they can bounce. after months of value, even after this evening's amazon shortfall, it spooks up because of its giant dominant web-based service. buying the high quality names right here just keeps them powdered dry in case they get hit once again, and we've got a 2016 on our hands and not a 2018 one. drew in texas, drew? >> caller: hey, jim. how you doing? >> drew, i couldn't be better. how about you? >> caller: i'm doing well. i got a question for you today you talked about the stock a decent amount. i got new news a couple of woks ago. iae court, they're planning on spinning off match group i wanted to get your thoughts. >> i think it's an incredibly inexpensive stock. i've always been a barry diller fan. we always cheer it and suggest that you buy some, and boy am i ever not giving up on it by now. i know people were down when they did the match oh, this thing sells at an incredibly cheap multiable i'm a buyer. call me a buyer. i want to go to patrick in pennsy

first we have a tweet from @jeff underscore hill 99 who says fed ex pnc, itetsy, an splunk okay okay call it an online retailer. weave got a company that mines data we've got one of my absolute favorites as i told club members yesterday, cvs we've got a bank that had a good number and fed ex that had a series of bad numbers. but starting to move in the transport. a transport, an internet retailer, we have got a health care company, a data miner and a bank you are right, sir, underscore sir, i am bullish on what you own. let's go to anne in indiana. anne >> caller: jim, thanks for taking my call. >> of course >> caller: you're going to be horrified. at what i'm about to tell you. my five stocks are nvidia, marvel, amazon, jp morgan, and abbott [ buzzer ] >> well, here we go. these are all club member stocks, and i thank you for being a member of actionalerts.com club. jp morgan best bank. never thought i would say that when i worked at goldman, but it's true. phenomenal quarter, jamie dimon. the more i think about it, the more i realize that that's how he should approach us at cnbc. a

there is a whole eco-system that unlock the power, oracle, splunk, nvidia and amazon and all of them either harvest data or help make sense of it and even after alphabet you may be disappointed with the quarter but it is in the mix so not get too negative you can't put a dollar value on something like data and there are too many different kind of data but spotify reported a much better than expected quarter we interviewed the ceo on "squawk on the street" and you better believe spotify is using algorithms to push the music to you that you want to hear. and spotify seems like a mind reader, well it kind of is the company has a map of your brain and it can show you the way. of course there are companies that maybe using their data nefariously. we have a whole host of politicians that care about what facebook is doing with the data than the users do. i don't know the answer. but i do know the data is the queen of the helm if they get it voluntarily, i don't see a big deal about facebook. demand for data is driving the big run in semiconductor stocks like intel and amd and you need them

. >> service now, the whole cohort doing -- splunk is up big.ple keep asking me, is there a bottom in the sales forces in adobes? today is the day it has to bottom or else >> you are talking about snap. >> devotee. >> in light of facebook, and instagram, it is worth coming back to why is the stock down 3% a lot of garter? >> it did run. >> over 50% in terms of sales and acceleration. >> the market is stupid. the market is stupid they have costs obviously, but the people are throwing away maybe they didn't read through the conference call. they had the same memory as a snap okay they got the may fly ever see how long a may fly remembers things that's the people that own snap. finish the conference call it is good >> jpmorgan took it to overweight $20 target they see positive ebitda in q4. >> i agree with them deec devin spiegel on monday. >> with julia boorstin. >> i fought for that interview. >> she has the edge on that. >> l.a. too. >> can't win them all. i was willing to fly out there. >> china town. >> forget it forget it, jim >> sister, moth