tim seymour is the bear. 90 seconds on the clock. n, kick it off. >> don't fall off your chairs yet. i think tim is right on this one. >> what? >> i think the stock is much lower a year from now but the setup on monday night is a treacherous one. the stock has moved on average about 14% over the last four quarters. 18% over the last eight quarters. here's the thick. sendment is really bad. i think that better than expected numbers, expectations are low. you see a pop back up to 400 but then i think you sell it. if you're going to do it, you do it with defined risk. possibly a call spread. i think this is the beginning of the end. just like chipotle, i think investors are going to use them in these high valuation names to sell them. >> so you're in the -- >> i won the street fight. >> really -- >> i think dan's caution is fair. when you look at the valuation of 30 times 2014, this is a stock trading two times the sector at a time when the entire sector multiple is going down. it's not me going after netflix. the entire sector is suffer

. >>> tim seymour, would you buy weibo? >> i think i would. parent company sina, that's been a blood bath, the chinese internet space has been hammered. a ton of deals coming after this. you have to be careful. i'm talking with guys getting involved in selling alibaba. the valuation is actually holding up. sina -- weibo has a lot of competition in its place. >> all right, facebook secrets, the stock getting hammered today, new report that ceo mark zucker bugg is looking to get into anonymous activity. >>> and some of the most innovative products out there. will potential translate into profits? we'll debate that next on ""fast money." i dunno, i just ah woke up today and i said i need something sportier. annnd done. ok maxwell, just need to ah contact your insurance company with the vin number. oh, i just did it. with my geico app. vin # is up to the loaded. ok well then jerry here will take you through all of the features then. why don't weeeeeeeeeeee go out to the car. ok, i'll just be outside... ok, yeah. his dad is my boss. yeah. vin scann

catch tim seymour coming up with the rest of the "fast money" crew here at 5:00 p.m. earnings season that could spell even more trouble ahead. we'll talk about that right after a short break. also, herbalife shares are plunging on reports that the justice department has opened a criminal investigation into the economy. has activist investor bill ackman been right all along? herb greenberg joins us. hear what he has to say. you're watching cnbc, first in business worldwide. siness world. we route your order to up to 75 market centers to look for the best possible price, maybe even better than you expected. it's all part of our goal to execute your trade in one second. i'm derrick chan of fidelity investments. our one-second trade execution is one more innovative reason serious investors are choosing fidelity. call or click to open your fidelity account today. i just ah woke up today and i said i need something sportier. annnd done. ok maxwell, just need to ah contact your insurance company with the vin number. oh, i just did it. with my geico app. vin # is up to the lo

and it could be a plus or 9% move in facebook. >> tim seymour, how are you trading it considering whatns market is doing? >> i think apple's volatility is underpriced in these numbers. >> we've got the stock moving. got numbers coming out revenues coming in at 2.5 versus an estimate of 2.36 billion, the q1 revenues. haven't seen the eps numbers. as we wait for that and morgan gets us ready to give us some of the details. go ahead. >> what i was saying with apple you've got a story where the expectations were very different in this quarter than they have been in other quarters and volatility was cheap. weakness in apple is going to come from the second quarter. i think that this is something ultimately you really have to perform differently. facebook into numbers, the china numbers, out of apple or something. nothing in the first quarter, but watch through the second and third quarters. >> kayla, am i making too much of this? dependant on getting good numbers out of facebook and apple m. >> one side the market is looking for solid data and on the other more solid valuation on the data f

our traders tonight are tim seymour -- but first breaking news on general motors on what mary barra knew about the recall. >>> a lot of documents coming out this afternoon from the house energy and commerce commit eye. 2,000 documents in all handed over from general motors and the national transportation safety committee. what's getting a lot of attention this afternoon is one particular e-mail sent to mary barra back in 2011. to set the stage why this is important, mary barra has said from the beginning of this crisis starting at the beginning of the year that she knew nothing about the ignition switch issues or the recall prior to january. now there is an e-mail in which she was sent an e mail by an engineer. it says mary during the initial cobalt case, the ion data did not justify being included. the situation has been evofling. we will meet and understand the latest data. general motors a few minutes ago tweeted out this response, the e-mail to mary barra references a saturn ion steering issue which is completely separate from the ig nation related gm recall. this is just part of the

tim seymour, anthony and tara and guy. can you trust today's bounce after falling nearly 5% over the past three trading day. are we setting up to fall even further? guy, what do you make of that? >> those are two different questions. you got to separate them. i think you can trust. >> you can. >> we said you probably due for a bounce was way too early in the month. we thought we would bounce and i think we'll probably bounce the rest of the week. at a certain point this month i think you got to lay into it. i don't think we're going to make new highs. >> so you think we staved this bounce. yes. >> you look at what's happened over the last month. the break down of the nasdaq started in january. those are places that are extraordinary that i would not be stay with. i bought apple not because i think it's going to the moon but i think there's some levels. rotations are happening. manageris are doing a fantastic job. the over ccapped nasdaq i don't think was the place you wanted to be. >> do you think this was a rotation of so

with for more on today's markets, upcoming earnings on twitter and ebay, "fast money" trader tim seymourike santolli, debating inside of the last hour. what's happening, with the fact that utilities are high and the broader index and everybody is convinced that there's an internal breakdown with the momentum names. what's the diagnosis here? >> back at top of the range in terms of the s&p and dow and the bottom of the lineup carrying things and trying to score runs for the entire team and that does show you it's a narrower margin. the things that you would like to see that deserve a better risk appetite, small caps underperforming and the rest of it. positive signs, things haven't fallen entirely apart. the credit markets remain ultra strong so you don't see anything disastrous on the horizon but this digestion phase, i don't really know what gets us out of it. >> how important? got twitter and ebay. >> absolutely. >> those two, obviously they are important companies, but how much so for psychology more broadly? >> i think given the recent selloff we've seen in technology names, investor

tim seymour, anthony and tara and guy.

. >> be sure to stick around and catch tim seymour and the rest of the "fast money" crew coming up ataking news on high frequentry trading firms. kate kelly with the details. kate? >> kelly, thanks so much. eric schneiderman, the new york attorney general, has responsibleaed about half a dozen high frequentry trading firms reports the "wall street journal." the names of the firms that have been speen ad, include jump trading, chopper trading and these are firms that have been under the microscope, of course, for some years now but certainly also since the publication of michael lewis's new book flash boys that takes the high frequency trading firms to task for sort of essentially front running other orders. schneiderman has said for several weeks he's scrutinizing this type of business and said an issue to one of the high frequency trading issues in new york, the notion that they didn't have a down day was extra scrutiny. not clear whether or not they received a speen avrnlubpoena. >> ones to watch. reverse sticker prices, homes priced for $1,000. $1,000. that's right. they are all in

the traders tonight are tim, the ambassador seymour. risk reversal's own dan nathan. brian b.k.elly.

the traders tonight are tim, the ambassador seymour. dan nathan.