he would already saw some of that today as wayfair tested the 240 low and bounced back up to 250. if we look at consumer spending on home improvement we saw some deceleration analysts were concerned for names like wayfair, but we have seen this category of spending, if you look at the credit card data, seen it look steady from last year of october and november so i expect wayfair to report a strong number the markets imply a 13 to 16% move but the stock can move quite a bit, but we have seen names that beat on earnings not move substantially higher here, so the trade structure i am using reflects not only the high volatility, but that i expect the 240 level to hold. i am going to december and selling the 240 to put collecting about $12.32 for the put and this will collect about 5% through the credit spread but it collects a little over 41% of the width of the credit spread those are the type of spreads i am looking for going into this >> carter, what do you think about tony's wayfair level >> the level is key. it's the intermediate low of september. wayfair's sell-off from its 350

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and then the other one was wayfair. wayfair, i'll be honest with you, we missed the early part of this it's momentum for us i do believe that the stay-at-home theme or work from anywhere theme, they'll continue to benefit from that and at brick and mortar stores close, wayfair will again fiben. coming up, brandon copeland joins us mu me, tchorhe professor is in the house next on "the half. we gotta take off. you downloaded the td ameritrade mobile app so you can quickly check the markets? yeah, actually i'm taking one last look at my dashboard before we board. excellent. and you have thinkorswim mobile- -so i can finish analyzing the risk on this position. you two are all set. have a great flight. thanks. we'll see ya. ah, they're getting so smart. choose the app that fits your investing style. ♪ ♪ ♪ ♪ this was the theater i came to quite often. the support we've had over the last few months has been amazing. it's not just a work environment. everyone here is family. if you are ready to open your heart and your home, ch

wayfair down, zoom down, spotify down, etsy's down, not by insignificant amounts either the other side of that is if you do deliver, you get rewarded wildly lick pke pinterest is to. it's an all-time high, stock is up 30%, upgraded to overweight at jpmorgan, late obviously. price targets anywhere from 66 to 75. what about the idea? high growth tech, toppy tech or no >> well, in price action it is like a lot of these stocks, you may never see those prices again. i don't want to go back into the fastly conversation but what ends up happening is you get a win o winnowing and some of these companies get the right to stay up and some don't. think about that list of names you just reeled off. they're not even technology companies. peloton is literally exercise equipment. i'm sorry. i know it has an ipad strapped to the front of it etsy is arts and crafts, consumer discretionary wayfair is furniture what those companies do have in common is they have made hay of the situation we're currently living through none could have anticipated but all of them were inadvertently or not ready for it. the

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wait two months to get them and they increasingly turned to target, walmart as well as overstock, wayfairetsy and ebay. when amazon looks back at covid-19, they will regret they gave the opportunity to the constitution to win and keep customers. then do you think the e-commerce landscape and hierarchy could be fundamentally changed? >> i think amazon will still be at the top but to the extent they were not able to meet demand during covid, that means shares and some shares were picked up by target and walmart, ebay and others. of the day, amazon's growth will still be very robust given consumers left sales on the table so it will hurt them as far as market share. emily: so as we get closer to black friday, how do you expect that to play out? it will also be an unprecedented black friday. >> i think amazon is well-positioned because they chose to have prime day in the beginning of the quarter. but i also think etsy will do amazingly well during holiday because etsy sellers will be able to keep gifts in stock so doy may not be able to amazingly well at amazon but they will have an edge beca

and wayfair has just killed it.e years ago i thought amazon was going to be the only online retailer and have 10% of all retail sales. i now think they are going to have 10% of all retail sales and the rest of the big-box retailers are going to capture 10% or 20% and we are seeing brick-and-mortar suffering. and omni-channel guys doing well. mom and pops are getting squeezed. nobody is going to the mall anymore. emily: you know who else is getting squeezed, whole foods. jeff bezos made a huge bet to buy whole foods and you said you may never go back to the grocery store. the traffic and whole foods, certainly down, and in general, expected -- was expected. michael: i have an anecdote about that. a whole foods market opened in my neighborhood in long beach on october 23. literally, open for one year. it is turning one year. i asked amazon at the time, were they going to fulfill amazon fresh from that store? they said no, that store wasn't equipped. i said, which store is? they said, we haven't built it yet. part of t

i am going with wayfair and going vertical >> i am with carter on kre to the upside we want to use a lot of calendars and diagonal in that market and many others >> that does it for us it. happ >>> my mission is simple to make you money. i am here to level the plain field for all investors, there is always a bull market some where, i promise to help you find it. "mad money" starts now hey i am cramer. welcome to "mad money," welcome to cramer america. my job is not just to educate but to teach you, put this in context, call me, 1-800-743-cnbc, tweet me @jim cramer that was ugly. dow falling 158 points facebook reported amazing number last time. amazon gave you an amazing upside surprise and it got steam rolled it was hideous nonenonetheless, and i know that. there is the right way to look at it or the wrong way we don't look at the action and we are back to form an opinion about the quarter. that's the wrong way the right way when a company reports great number and the stock gets slammed, you look at the set up often because of an event like say an impending election. i am expecting

shop everything home at wayfair today. say hello to a drug-free way to ease stress.ess comfort, a gummie supplement with lemon balm plus saffron to naturally boost your mood. stress comfort from nature's bounty >> pelley: she wore a scarf in oufirst inrview, because she not want you to know her. shs -old poor farm family. r m own a h salon in her village of nearly 2,000, but that was before the massacre. she didn't want to be on "60 minutes." but, she needed the world to know what isis did. the murder, the rape, the genocide of her people. nearly six years ago, in iraq, we discovered this hesitant, frightened woman. we did not imagine her scarf concealed not only her identity, but also a fierce invincibility which would lead her, four years after our interview, to the highest honor the world has to give. we found her here-- among refugees who survived the invasion of the isis terrorist army. her people are yazidis, a minority in northern iraq that is poor, persecuted, and bound by faith to its revered mount sinjar. in 2014, isis invaded. two months later, we came to

amazon can't get you the product in a timely manner and to their credit, walmart, target, overstock, wayfair and i think that is a huge problem and one of the big lessons and mistakes amazon made when it come to the company's ability to meet the demand surge caused by covid-19 >> and what does it mean for the price of the stock then? >> so it means that the stock will still do well on the notion that there is intense demand for e-commerce including amazon, but they are leaving sales dollars and therefore market share dollars and stock price on the table. >> okay. tom, appreciate you walking us through both of these things fascinating perspectives on both look forward to seeing what happens and hopefully having you back to talk all about it. thank you. >> my pleasure >>> we'll get quarterly results from jpmorgan and johnson & johnson this hour, and plus we'll hear from citigroup and delta air lines later this morning. check out the futures, you will see that there are green arrows for the s&p and for the nasdaq nasdaq actually up by another 145 points after the huge gains we saw yesterday dow

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how far, it has far underperformed some of the other names like amazon, wayfair and et cetera et ceteraid beat expectations but not a blowout quarter. back to you. >> mike, lots to pick from there. pinterest particularly impressive, to be up 20% after hours is very impressive, indeed. >> exactly also facebook after hours, up about 5 bucks, not quite 2% after that just as we saw with snap, it seems as if this idea that the pot for digital advertising has been growing big enough for everybody to feed. that seems pretty significant here on the whole, not that many themes except visa taking back part of today's losses, which came after the mastercard miss this morning. >> josh and peter, we'll leave the panel there. thank you so much for joining us great discussion. >> thank you. >> up next, a sea of red on wall street with tech tumbling. we'll discuss if this drop is a buying opportunity with tech veor bradley tusk and jim cramer will join us. back in 90 seconds >>> stay-at-home stock winner etsy is out. it's a big beat. earnings per share, 70 cents the expectation was around 57 to 60 cent