Drive this stock for the next end years . And bitcoin is back crypto currency. What is behind the big move in bitcoin. But first we start with goliath versus goliath the battle between two behemoths taking place today amazon taking target at walmart. It offers free delivery for pride members, but walmart has long offered Home Delivery on certain prescription products. This is the latest in the growing turf war between the giants guy, walmart, amazon, who do you have dom, its great to have you this is the big show, like the masters for you. It is like you playing golf against joe kernan they are glued to their television trying to figure out what is going on in this game of would you rather, i would rather walmart i think the stock sold off for two reasons. There was an inventory build, up about 5 i think the street looked at that and said maybe margins in the next quarter wont be great, and wont get guidance amazon, by comparison, you had a september 2 high in october 34. 50 and november 33. 50, so a series of lower lowers if 29. 50 breaks, thats the line in the sand. I would rather walmart down to karen which is it walmart or amazon, the better buy at these levels this is a lame answer, but i am long both long much more walmart than amazon even if you take out the cloud business, the valuation difference, i would have to favor walmart. As much as i would like to see you versus kernan on the golf course, i would rather seat gonezilla not mecca gonzilla . If you look at numbers in e commerci ecommerce, it encroaches on walmart deliverable pharmacy the fact that they are growing their u. S. Business in the same footprint is great, but the ecommerce growth, the fact they are in only 8. 9 of households, tells me they have a much bigger opportunity to disrupt amazon than amazon does to them it is about the multiple, whatever you want to put on. It will have a huge impact on wherever you want to value this company. But this company has a lot of room to expand remember, amazon didnt care about profitability in their first days of ecommerce this is what walmart does in their sleep. Dan nathan, i said goliath versus goliath in the beginning of this segment. In fact, amazon, if you want to consider them goliath, walmart is like minigoliath so far this year, is the valuation argument one that favors walmart over amazon i dont really think so these guys all make great points about walmart teas ability to game share they have less than 10 of the e market share amazon is going to grow sales this year 35 off 280 billion number this year versus walmart at low Single Digits to me i think amazon is so far ahead of walmart i think walmart is doing Amazing Things target is doing Amazing Things retailers were forced to adapt they were forced to leverage investments they have been making for years and taking them into ecommerce. But i hit it walmart will dominate and take new shares amazon down 11 from its recent highs, i like the fact its consolidating. In 2021, if walmart is going to work, amazon is also going to work thats why Karen Finerman owns both of them. Stephanie joins us on the fast line. In your mind is amazon still the preeminent way to play retail versus walmart thanks for having me. I tend to agree with the traders who say why not both medications, why two can win and not one. 48 of the u. S. Population uses a Prescription Medication every 30 days and 4. 5 billion prescriptions filled every year. That is ample ground for both. To pick one or the other we would need to be in a dualopistic. Amazon getting into delivery of these type of products. It is a disruptive force, but look at walmarts base and who uses their familipharmacy deliv. Walmart trying to make inroads versus amazon in this market i would agree with the panel, that walmart has further of a gap to close and amazon is changing Consumer Expectations every single day. The more they get involved they may not be the number one share owner, they will get involved and that has direct implication. Its tim. I think walmart is the perfect case what is the right number for a company drawing ecommerce sales disproportion at to the rest of their business do you keep the same multiple or can we round it up one or two terms and get a different price . I agree with you. I think the multiples are relative to the opportunity. I think you have to recognize that walmart has the opportunity to fulfill and thats an advantage they have. In the business that will become more important the ticket is written and that prescription is filled if you look at those immediacy type categories, groceries, prescriptions, thats where they will win the numbers were broadbased across the entire portfolio. It is not isolated to grocery. Credit to walmart that they are battling the giants in their specialty or a Something Like amazon walmart is holding its own and in many cases gaining. So i think there is opportunity for both of these companies to coexist 80 is reputable for a company of walmarts size. I wanted more on walmart plus and they didnt give it and that made me think they didnt give not guidance, but maybe collar around it because maybe they werent performing as well as they hoped do you share that or do you have a different view no, i think we are all underwhelmed around walmart plus there is still an intense level of curiosity what the size and scale of that business is and ultimately how big that crm could be they did indicate they are pleased with the uptake. So maybe we see it in line with or ahead and how that allows walmart to be better at building and targeting. It feels like a feedback loop and maybe becomes in the future a platform of opportunity. You know walmart does have a media or ad business and has a big marketplace in their Online Business as well i can see how they are moving together with the consumer at the center and wrapping around the consumer with these modernization opportunities. Its a key battle stephanie over at jeffries equity thank you. We heard from home depot as well the stock struggled. Guy, i am wondering whats up . These are great numbers. Walmart and home depot both giving up gains today. Home depot, i think maybe people are looking at valuations they are stretched walmart doesnt concern me as much home depot, the only real reservation people have comes in the form of valuation. I know in 1976 Mary Mcgregor recorded a song torn between two lovers thats why i am playing feeling like a fool. Breaking all of the rules. In the game i will take walmart. I understand why you would want to own them both dan nathan, music references aside, we had an almost secular tailwind and covid exacerbated it it is not just low Interest Rates or government interest checks these stocks have gone up even without these tailwinds. Can it continue and what drives the next leg higher . I think its probably seasonal, dom. You look back and look at those government stimulus checks, the forced lockdown. We are not having forced lockdowns and not having fiscal stimulus we had a knchsconversation a few weeks ago about whirlpool. Is this a multileg story or ready to take a pause. You saw what happened. With lows and home depot, i think they can take a pause. It will be a long winter i am not sure there is enough stimulus behind a weakening con now keep this trade going. We may have to revisit in the spring seasonal trends playing out twitter has a new look, but will the little blue bird be a new feature or fleeting phase. And gm lost a decade what will it take to kick it into overdrive when we return after this you can go your own way its time you make the rules. So join the 2 Million People who have switched to xfinity mobile. You can choose from the latest phones or bring your own device and choose the amount of data thats right for you to save even more. And youll get 5g at no extra cost. All on the most reliable network. So choose a data option thats right for you. Get 5g included and save up to 400 dollars a year on the network rated 1 in customer satisfaction. Its your wireless. Your rules. Only with xfinity mobile. Welcome back to the show no, we are not talking about ships or navy. We are talking about tweets. Twitter rolling out a new item today called fleets. Take us through what fleets are. They have fleets, which are fleeting thoughts and are rolling out to phones. Twitter says those new to the platform found it an easier way to share but on the downside, the fact that these messages disappear mean that fleets lend themselves to advertising this feature of disappearing messages was pioneered by snap chat features and then pioneered by twitter tech ceos said the liability shield needs to be revieszed they said they need more transparency around rule making. And also were asked about bias which they both denied fleets i guess means fleeting thank you very much. Twitter, we are going to trade it fleets is that a game changer for twitter . Does it make you want to buy this stock i dont think it is a game changer, but i like the fact i opened the twitter application and saw Something Different for the first time in like ten years. It has not been growing users. They have a lot of innovations to roll out. Not all of them will be game changers, but i like the fact they are doing it for all intents and purposes i dont know why this has to be snap chat. I dont know why tweets cant follow out karen, i follow you on twitter. Will fleets work out i think i follow you, too i think i would rather be in facebook i think despite all of the political noise around it, i dont know what is actually going to change. Targeted advertising is too valuable i like facebook. Both of these ceos were grilled on capitol hill on both sides of the aisle guy, is this an area where social media has head winds in the coming years because of how much controversy they stoke whether they are publishers or platforms . I missed it i was relacing my shoes. Jack dorsey is a stud. In terms of the stock, i think they are fine. I didnt think it would go from 53 to 38 38 is where it held a few months ago. 38 seems to be the line in the stand. I think you try to buy it again here i didnt anticipate that huge decline from 53 to 38 but 38 is your line in the sand. I think it goes higher from here there is your trade on twitter. We have much more on fast money. Here is what is coming up next we are breaking out the candles and party hats to celebrate a major milestone for gm but will the next ten years deliver gains investors are searching for . And later, with crypto currency at its highest level since 2017, how long till it gets backs to new highs . Going to tell you about exciting plans available to anyone with medicare. Many plans provide broad coverage and still may save you money on monthly premiums and Prescription Drugs. 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But for investors, it has hardly been a joyride lets get to phil lebeau ten years ago i remember being at the New York Stock Exchange interviewed by lidell who said i think we are going to do well. And he wasnt alone. A lot of people said they were coming in at 45 or 50 and in a couple months it will be at 60 it hasnt been there i think it traded at 33. 50 it was anticlimatic after gm filed for bankruptcy there have been a couple of ceos since the ipo. What has happened to gm . It is far more profitable. Net income 55. 5 billion over the last ten years they have left europe which was smart because they lost money. They cut money losing models focusing on trucks and suvs and started pivoting to electric vehicles when you look at General Motors, what is the plan they will be leveraging the Lithium Battery Technology thats the focus they will focus on and remember, they are the number two brand in china. The reason we are pointing this out is because if you compare gm to tesla and neo i think tesla made 18,000 cars or so, something low, and they have had a better year than gm General Motors is positioned to do well. The question is can they execute on their strategy . I am going to strip tesla and neo and all of the smaller boutique edv vehicles out of the equation when you look at toyotas, gms, audis of the world, which have the best place properly in terms of the future . Probably gm and volkswagen. They have the best portfolio strategy laid out. It comes down to execution General Motors, the Lithium Battery Technology is strong every time i bring this up with people in the industry, everybody says the same thing, they have to execute they didnt that with the bolt or volt. Dont make it strike three most believe the hummer is a good indication they will not strike out in the future ford is putting a lot of resources into edvs as well, so you cant count them out, but when it comes to established automakers, those are the ones to focus on. Lets talk about what is happening. Is gm a stock . I said they were struck in neutral. The chart shows it what gets them out of neutral . This is the new not neutral i am long and have been long for a long time. It has been painful. I think it was as low as 14. I love all of the dramatic changes and phil did a good job outlining them, shrinking in europe, the china presence, their lithium battery. I think the hummer in itself wont be a game changer, but i think hes right about if they have a hit on their hands, that would be great. The stock would not be crazy expensive at all it is just that it was stuck in the mud for so long that it feels expensive. But it really isnt. I am staying long gm karen makes great points. Is General Motors a good place to put bets on electric vehicles, i should say of the Auto Industry as a whole karen and i have been united in our belief in gm since ten years ago. Their assets around the world was experiencing global cyclical growth the most important thing that came out of the ipo, it came out a fundamentally profitable company. It actually made it in terms of Capital Allocation the absurdity in auto space, at me all day long, but gm has the bestselling ev car in china ahead of tesla and neo most importantly this stock trades around 6, 6. 5 times in the next six months. The old gm of the old ipo, even though it came out more profitable, they were afraid to cut assets the fact north america is profitable says a lot. I have been adding to it coming up on the show, bitcoin breaking out in a big way. What sent the crypto currency to its highest level in nearly three years. We are pushing the 18,000 mark record highs were just at 3,000 three years ago. We will bk ghafr isbeacrit te people greeting one another its being in his chair again. Not your kitchens. The buzz of the clippers. In his expert hands. How he remembers exactly how much to take off the top. And perfects a fade that had all but faded away. The small details are a big reason to come back and shop your favorite small businesses. We know them. We love them. So lets go shop small. With american express. Welcome back where do stocks go from here and where should you put your money now . Lets bring in nadine fl y you saw the red numbers, but it is a streak that has broken to the upside what are your thoughts about whether the market is the place to buy and if so, what types of companies and industries thanks for having me. Its about positioning if you look where real life volatility has been, which we do, you can see the surface implied volatility and when you look out further in the future, very complacent. That means people are not paying as much for protection as a month ago. That should give you a red or yellow flag versus the last two months of the stock going up it is not to say you cant divest you just have to be selective. Where tesla, amazon . Small caps, growth space is value rotation coming back for real this time you saw the move. We wrote to our investors about it that happened so i would be careful playing that from here we have been long china for a few months, whether china tech, china consumer or china the country, there are lots of ways to play it for your viewers. One is chiq, kba which is broad c