tim seymour, guy adami. hi. >> hi. tonight on "fast," snap surging for the second straight day after its ipo debut. the company now worth more than twitter, american airlines and chipotle. despite the hefty valuation, the company could actually be cheap. we'll explain. plus, gold just posted its worst week since december and a top technician says it could be facing a perfect storm. in other words, a bad one. and then later, big trouble for one surging dow stock. see that mystery stock? we'll tell you the name later. we start with the if he had chair janet yellen. steve leaseman has more. steve? >> thanks. two extraordinary aspects to this speech that yellen gave. she was so explicit about a rate like. the second is the market reaction. let's hear what she said. everybody is talking about the march rate like. >> at our meeting later this month the committee will evaluate whether employment and inflation continuing to evolve in line with our expectations. in which case, a further adjustment of the federal funds rate woul

tim seymour's fast pitch. via clom get you done.y good. >> let's do it in haiku. i would say that not only do you have the cost. i think you'll see some accommodations. so they're up there. >> wow! >> i agree. if you step back ask look how far down it came, that's more relevant to me. i like the story. i think they're trying to do the right things. >> what would they call this in baseball? >> a home run. >> hitting for the cycle, i think. >> a home run for sure. >> one of buffett's most beloved stocks is about to get a big boost. plus, mcdonald is about to have mobile orderingful will it help or hurt the stock? during the lexus command performance sales event, experience our most thrilling models ever. including the exhilarating is, gs and rc coupe. ♪ experience amazing. >>> look at the gold miners getting drilled this week. >> ahh! >> just pennies away from turning negative for the year. they had been struggling to make gains this year in the face of the stronger dollar in the increased march rate like. >> i've been wrong. i though

tim seymour on j.p. morgan and guy won the toss. we start with you. 45 seconds on the clock.op spot? >> what a worthy opponent. this should be a final. a first round game. so that being said, it comes down to valuation for me. what do i mean? not price to earnings multiple. it comes down to price the tangible book. do the math right there. i think goldman sachs on the other hand with tangible book at 172 has the potential to be a $310 stock. that coupled with the fact we're still above the october 31st, 2007 high means there's more beta right now. >> thank you very much. >> nice job. ultimately, you have to me the best athletes in this tournament and certainly the best coaching. so i knew guy would talk about valuation. if do i a 15-year regression, you can see this chart should be up at 110 based upon valuation. people don't give jpmorgan the benefit of doubt. they think new regime, it is all goldman's game. in credit cards and the broader part of the economy. this is a tournament where you'll have to have all facets of your game down. jpmorgan is the best in class. it has a

gaming, the gaming leagues, tim seymour did a whole thing in madison square garden, 30,000 people, thece jammed in, playing video games, nvidia wins at. that you foy what else they win, too? automated automobiles the whole ai thing, pete loves intel, i'm not saying nvidia will get bought. if they get it right on this whole ai auto makes thank you, no driverless cars, nvidia wins, babe, instead of being a $106 stock, it's a $175 stock. i know valuation is ridiculous, guess what, if they catch this right the beta trade is nvidia. >> time is up. go, pete. 45 seconds for allergan. go ahead. >> threats start with aller garn, now i cheated on some notes with this guy from the other night. you know what he talked about just now valuation, are you kidding me? that's no valuation. this my friend is valuation. trends at about a six multiple. the cash they got is absolutely incredible. that's pretty much you need to know. they didn't have a very good argument. actually, that's not true. ly come back, more on the valuation, the book value of this company is $213, trading at $240. that's incredible

tim seymour, guy adami. hi. >> hi.surging for the second straight day after its ipo debut. the company now worth more than twitter, american airlines and chipotle. despite the hefty valuation, the company could actually be cheap. we'll explain. plus, gold just p