CNBC Fast Money Halftime Report July 29, 2016
Lets put on the fang trade. I think each of these companies specifically scott had something idiosyncratic and important an its own road map that sparked interest beyond just the last 90 days. Doc, facebook crushed it. Alphabet, mobile search driving. Amazon, the obvious thing, plus the cloud. These are not small revenue numbers were talking about here, judge. When looking at alphabet or google, up 25 year over year, the revenue side. This is a huge amount of revenue. This isnt like, you know, some of the stocks we talk about that, oh, it was 100 million and they beat by 1. 2 million dollars. ...