amd getting xilinx, that's a move that intel already made and if you look at what nvidia is doing withrm that, is getting nvidia big time with compute. there is a moefd sahratian there is a mode of operation. and the third point brought in the letter and the company has already done now listen, i am not saying intel hasn't had its basket of issues and it is right. and being integrated design manufacturer but actually increases margins i would love to see and that says they could achieve higher margins without having manufacturing. and as for the value of a spun off manufacturing operation -- >> patrick are you saying that they should be outsourcing manufacturing then is what that what your argument is >> no, actually, i'm arguing that they -- they have the right strategy which is integrated and the directions specifically on this and it literally held up operations >> patrick though, who takes -- rather than, you know, putting it on this, who should take responsibility we had a guest on yesterday who said that the board is asleep at the wheel. and they argued a finance guy is not right

the market loves it when you have lists littered with semiconductors xilinx with a new high as well everybody is exciting about cloicl closing at new highs it's up three quarters of the time that's a good month overall. just bear in mind the important thing is when you have really good novembers up 10%, traditionally december tends to be a little subpar it pulls some of the juice away from the santa claus rally we'll see but it's a great start to the month. >> such a nontraditional year. i wonder how much we can rely on those things that you mentioned. bob pisani, thank you. the s&p and nasdaq at record highs after a blackbuockbuster november joining me is kathy entwistle and burns mckinney, portfolio manager. good afternoon to both of you. >> good afternoon. >> kathy, is it just the season for buying expensive things at no discount? we're not seeing a lot of discounts in the stores. the m & a looks expensive. do you just buy the market here? >> we are absolutely looking for opportunities we do think there's going to be volatility going through to the end of the year based on covid, the uncer

and just take a look at a name like xilinx, for example, that stock traded up $150 and i bring it upause it specifically through the bid 130 or so. these stocks continue to be in play and i think they go higher. so i will play the game, mel, trade it. >> you haven't, this whole time. you were talking three minutes on nvidia and you were not playing by the rules and threw in yourself would you rather. so i think we will look at this night and say that's the night trade it or fade it died. this will be historical on "fast money." tim, we will move on and see if you want to play or be part of the mutiny here. whirlpool, trading higher since march. trade it or fade it? >> there's no i in the word trade and i will play it the way it's supposed to be played. i'm not going to scrap it or create it or all of these other things. i'm going to trade it. whirlpool is one of the ways you play the housing sector. this is a story where you have an enormous pent-up demand. a valuation that mostly still makes a lot of sense and operation margins improving. i think the supply chain dynamics were a con