markets. the s&p higher. >> as we continue to hold above 5k even with weakness in the dow. a busy week. the corporate results have had us quite busy. enjoy the game. go niners. >> because of my family. i'm a bengals fan but my husband is a die hard fan. i'm really just watching the commercials. the super bowl is a break game. welcome to "the halftime report." i'm scott wapner. 5k and beyond, now the investment committee debates what's next for your money. joining me for the hour bryn talkington, jason snipe, jim lebenthal and kevin simpson. we're holding above 5k. the dow is a smidge negative. the bulls, jimmy, say 5300.

tom lee is a bull. 5400 to 5500 is conservative. it's been a remarkable run. >> one heck of a run. those targets will be met. 30 trading days. nvidia is up, what, 45%. that by market cap is about $600 billion. >> it is up again today. right now, there it is. you have it up. nice job. it's $715. it's another 3%. >> it's another 3%. $600 billion in market cap added. i'm going to say to you, scott, to our viewers, nothing has changed in the company over the last 40 days that merits $600 billion of market cap change. this is sentiment. this is enthusiasm. it can continue.

i will tell you that as much as those targets scott just mentioned are reachable, i also think we will have a correction as we do in any normal year. now, i woke up this morning, scott, i know i'm going on the show and thinking to myself, i haven't done any moves recently. you're probably bored with me. until this morning, i was thinking, i have to buy something. i sold boeing, alaska airlines. i have to buy something. i wake up and say my next move is to trim. we are going to have a correction. you can see that in profit and apple. when you get a distributive day in the mag seven, i'm going to take some money off the table. it's not because the earth is shaking or falling beneath our feet, but corrections are normal. when you have this much of a swoosh higher on enthusiasm, at some point you have to give it back. >> you think nvidia is the key to the whole market right now. >> i do because of those numbers. it's not just nvidia.

meta has added to market cap. think about microsoft which has added $300 billion. >> josh trimmed 20%, bryn, off of nvidia, which he loves. you own it. everybody today but kev owns it. what are you thinking about as this stock just continues to defy gravity. it's up 3% today. it recently crossed 700 and now it is at 716.50. >> nvidia has doubled four times in the past five years. it's just been this historic company to witness. but i think when that occurs, what was maybe a 3% weighting, if you've held it, all of a sudden becomes a 12, 15% weighting. that's where portfolio construction comes in. you can't fault anyone for trimming this beast of a name. for my perspective, half of my

position i sell calls on. 400 to 550, i was selling calls. right now on that position i sold 550 calls. in the middle of march, which is well over that, that piece will get called away. i'm totally comfortable with it. that is portfolio management to me. i do think, though, where nvidia and meta are 50% of the return of the s&p, because the move is this year, has been so big, to me, what's really concerning is this exuberance underneath the nvidia adjacents like the arms, the aslm, the super micro, these companies that are up -- palantir -- i listened to all the earnings calls, scott, it does not make sense. it's exuberance and sentiment. there's a ton of froth

underneath this ai shift. it's not all going to come in the first year of ai. >> right. you know, tony pasquariello talks about -- he's, of course, head of hedge fund goldman sachs. i cite his notes when they come out weekly. he gets at the pulse of what's happening and those that he speaks to. i know the kind of investors he talks to on a regular basis and they're on the pulse of what's happening in the market. he addresses this to concentrated risk within the market, and he says, well, i worry that we're increasingly due for a short-term correction in the momentum story. the key to keep your eye on the ball where the biggest and best names are. how about this stat, jason, the top six stocks in the s&p are up 11% year to date while nearly half of all stocks in the index are marked down in the new year.

if that doesn't speak to concentration, i don't know what does. yeah, anybody would come on here and say, whoa, we have to be due for a correction. look how much we're up in a short period of time. the nasdaq is up 24% since november 1st. >> 100%. >> being due for a correction doesn't mean anything. >> absolutely, scott. as i was thinking about it this morning, one of the things to came to mind, we were having the same conversation last year in q1 of last year, the narrow breadth and we were also talking about the year of efficiency and what meta did and we're seeing a lot of that pass through again this year with the mega caps. there's been a lot it have layoffs and margin expansion in terms of the growth and revenue. i think it can continue, to be perfectly honest with you. i think the later part of february, likely there will be a pullback. i think, to your point, it's easy to say, easy to surmise.

>> of course the market is due for some consolidation at some point. so what? it doesn't mean you're going to have one today, tomorrow or next week. >> industrials are starting to break out. there are other areas of the market that you can participate in, and i do think from bryn's perspective it's an excellent point, risk management. you can do some pruning at the top. keep the core holdings in place. >> is it the right strategy right now to, quote, unquote, keep your eye on the ball with the biggest and best names? now tony also points out, by the way, that hedge funds continue to buy these stocks. they've been buying tech for four consecutive weeks and that length is now a multiyear high. >> i think people are always going to pay up for tech. this doesn't feel the same as it did last year. last year it felt like there were seven names carrying the

entire market. i realized nobody is talking about six names representing 11% of the s&p return this year. i want to pick up what jason said. it feels like there's a whole lot more breadth this year. if we see a pullback, why can't we? you do get 10% pullbacks. in the old days two a year. you get a 20% pullback. it seems every day things keep going higher and higher. i guess the valuations, if you look at them on a one-year basis, scott, we're ahead of our skis. easy thing to say. if you look at it from the rate hike cycle, when it started at the end of 2021, there's a ton of things that haven't gone up a whole heck of a lot. looking at it from the macro pic picture, we're not as ahead of our skis as over this micro concept or micro sector in time. >> jimmy, you want to know why people are keeping their eye on the ball with the mega cap names.

cash pile, reliable for the most part earnings growth. and tony mentions buybacks. we know the massive amount of buybacks apple does. he lists from the mega caps. apple bought back $20.5 billion in q4. that leaves $53 billion of their prior $90 billion authorization still on the table. google repurchase $16 billion, microsoft $4 billion. the companies are buying back more stock than anybody else in size and scale that nobody else can do, because they don't have the resources to do it in the magnitude that they are. there's your fuel as to why, in part, these stocks continue to go up. >> i agree with you about the fuel being there. but if that is the case, then there are a lot of companies, folks, outside of the mag seven where there is even more fuel.

i'm not going to go through by names but airlines, casinos, car manufacturing. if you're apple and buying back your shares at roughly 32 times forward multiple, if you're gm and you're buying it back at five times multiple, that's an earnings yield of 20%. if you're looking at the cash going into these shares as an investment. apple's is 3%. >> i knew you were going to cite that particular buyback. i would just suggest these feel more fourful in the message around these stocks that as investors are scrutinizing what

some would suggest extended valuations, yet the companies continue, jason, to come in and buy back their shares even at these elevated prices and multiples, it gives you more confidence there's more room ahead. >> right. >> and that's why there's not a lot of selling in the names. it is why those stocks continue, in part, to go up to the degree that they do. >> for me when i think of free cash flow and you talk about a company like apple and the ability to make these statements and buy back stock is a message. the other thing that is important as we look to what we saw last week, clear dispersion. i think there are some stories that make more sense than others.

the apples and googles are falling back. >> kev, the people who are more cautious or still bearish are citing these alleged risks to the market not to discount any of them. they may be real risks. how significant each one is is the real question. too concentrated. we just went through tony's list and some of the facts around that. they say the market is too reliant on rate cuts. we're not looking at march anymore. all the fed speakers are on message. we're going to get rate cuts likely but it will not come in march. we asked the wharton professor, jeremy siegel, from your neck of the woods around philly, is the market too reliant on rate cuts? he said, no. listen. >> at this particular point, i don't see the need for the fed to lower. take a look at all the real

indicators. they haven't slowed down. even the advance indicators have not slowed down. i think inflation is under control. we'll have a lowering of rates. i'm not saying this bull market at all depends on the rates being lowered in march or really even in may. >> is that factual, kevin simpson? do you agree with the professor? >> 100%. it has to be. in december we came in 100% saying there's going to be a rate cut in the first quarter, seven, eight rate cuts this year. the market will fall off a cliff. the march rate cut in the rear-view mirror and now potentially a coin flip. we have an economy that's still strong. the labor mark that's robust. these aren't last year where they're better than feared. the earnings are good. i think we need to see rate cuts

this year but i don't think we're reliant on seeing them immediately and en masse. the longer we can hold out, the better. it's a precarious position knowing when to cut and when not to. i think the fed deserves credit. >> they may. bryn, i could make a counter argument that don't we need rate cuts to at least confirm to us that the fed believes that inflation is going where it needs it to go and, yes, they can use the economy as an excuse or insurance policy to wait longer. we need for them to say, yes, we agree. we're confident enough to cut rates. >> 100%.

i respectfully tote ally disagr with professor siegel. if we end up pushing those out, which wouldn't make sense to me, it just makes sense to have rate cuts. if the market had to digest we wouldn't have rate cuts, within specific sectors we would rerate lower. the economically sensitive areas, the regional banks, everyone thinks the new york bank is isolated. there's $500 billion loans coming through. i think not having a rate cut would be a huge dampener on specific sectors in the market. maybe not nvidia or ai adjacent.

>> that's the thing about the valuation. professor siegel didn't even think the multiple on the market was, quote, unquote, too rich, which is yet another one of these risks you hear from people who say this can't last and shouldn't be where it is now. he says even at 20 times, at a 20 p/e higher than the historical average. still much better than the bond market in my calculation goes to where part of the conversation has been over the last 18 months or so whether bonds were a better play than stocks and now whether that pendulum has swung back to equities or even, in fact, both can go up quite nicely together. >> i do dismiss that as a risk the valuation. let's call it 20 times. >> why do you dismiss it as a risk? >> hang on, tex, i'm about to tell you.

the multiple is 16.4 on rsp. we can continue this debate we're having about the mag 7, but that's not expensive. >> that is the professor's argument, too. 20 times, it ain't cheap. it's not absurd. >> yet yousay it's not absurd but you cam to me at the top and say i'm thinking about where can i trim? nvidia is at the top of your list. >> bring it. bring it, baby. >> the dean of valuation owns nvidia. he's owned it lower than here.

clearly he's uncomfortable. he used the word insane with me. >> a guy who makes his living. >> this isn't cisco or qualcomm. it's more the short-term move not the multiple. >> i think you make a really good point and maybe his queasiness is due to the multiple. better said that way. >> $600 billion. i keep coming back to this number. over the last five weeks. and it's a fabulous company. nothing has changed close to

$600 billion. it is sentiment and exuberance. i'm not selling today but am waiting for a roll over day and will take money out of tech. >> looking at other stocks on the list since november 1st and wondering what you are thinking. jason, palo alto is up since november 1st. are you looking to trim that? american express is up 44%. record high. arista is up 41%. you trimmed too early. now what? >> and i think -- we talked about this in the early part of the show. risk management as we manage stocks as investors. i look more to the ai story. nvidia, i trimmed twice last year.

we've discussed this at length. and to jimmy's point, again, there's a lot of good sentiment and animal spirits. as we go through the first quarter, the ai pieces are the ones we'll likely trim. nvidia's multiples have come in. it's the runaway price appreciation more so than the multiple. i think the professor at nyu stern would say it. isn't that the real issue that is of concern? >> nvidia is the least -- look at the stock, the least of my concern. consensus estimates, if those come to fruition, it's a cheap stock.

31% of top line sales. the rapidity of it. as i said, the stocks underneath it, the arm oldings. parabolic. it was a good call. but the moves on the named underneath that are not growing as nvidia, to me that's where the froth is and where people should be thoughtful before taking a new position and trimming names. >> what about broadcom, kevin, you have it. it's up 51%. i don't know what its growth rate is. i can't imagine it's the same. maybe i'm wrong. it's up 51% since november 1st. you've got it. are you thinking of trimming it? >> we're not, scott. we talked about a breadth of this market, look at caterpillar, ibm, home depot.

these stocks haven't done a lot for two years. you know i'm a dividend free cash flow type manager. our sixth best performer that didn't make it is microsoft which is up 24% from november 1st. that one we will be trimming next week. >> what a slouch. what a slouch that stock has been. >> yeah, right. >> how do i even get in a conversation. broadcom is just a smaller position for us. it's amazing how it's been on fire but is not a big enough position we need to start trimming it. >> you've sold waste management. you bought marathon, which is an

interesting move given what energy hasn't done. can you tell me more about the marathon? i understand how something got called away. >> it's the hallmark of free -- since 2021, they cut their float in half. they're buying back shares so aggressively. the return was $2.9 billion. and they've allocated another $5.5 billion. they're just printing cash. this is a seasonal time for oil to get better. we had this stock called away from us.

you're talking about an 11 p/e moving forward. if we're looking for alternatives, energy has not been that great of an investment in 2023 or 2024. free cash flow is music to my ears. >> before we bounce, we'll get a buy from you, jason. black stone you bought. why? >> i think private equity here, they raise about $53 billion in equity in the fourth quarter. they have $200 billion of free cash flow. dry powder, i should say. as we've had this interest rate cut story play out, private equity and black stone will make a run. >> after this break our "calls of the day." a bullish note out on palo alto. we mentioned that one. we do have ownership. cleveland-cliffs and costco are moving.

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today and i'm looking at you, jimmy. overweight at jpmorgan. wasn't previously rated. price target 24. 52-week high is 22, almost 23 and is pushing $20. >> this is about shareholder return. estimates are that they'll have $1.2 billion in free cash flow. their debt to ebitda is just below 1. they're not buying u.s. steel. we're a long way away from that. i think that estimate is light because you have production of autos going up. they have very little in capex. >> we mentioned palo alto as one

of the big winners. the target was raised to $400. that's one thing we've seen consistently, the street continues to chase up, up and away. february 20th is when they do report. >> i think billings have continued to remain strong. one of the things i'm excited about, $650 million worth of acquisition in december of last year. i continue to believe this theme is relevant. >> bryn, downgraded from neutral to buy, albemarle. they cut their estimates, too, on lower lithium prices. >> i think the call was really

late. lithium has fallen like a stone. we will add to this position, to double down, but not at this point. you really need to get the lithium prices to stabilize, which is going to take production cuts from the sqm and albemarle. this is one of the down sides. it can be really vicious. a lot is already built into the price of the stocks. i think it was a late cut but very valid. >> costco reiterated a buy. the price target bumped to $750, $749. that was at 665 before. they say they have a new strategic era ahead. kevin, i'm coming to you. jason, what have you got? >> what they're focusing on is digital sales. they're a permanent compounder.

i love them in the retail space. >> kevin, you previously owned this. now you have walmart and you say you need to own one of the two consumer stocks. why and why can't you own both? >> we have walmart and home depot. we've owned costco on and off. i agree with this price increase. walmart has been no slouch. if we go through a period the consumer is slowing down or living on a budget modestly, these companies generate tons of cash. for us, you have to have exposure. it happens to be walmart. we love both names. bertha coombs has the headlines. bertha?

>> former maryland governor and trump critic larry hogan is running for the u.s. senate. he announced just shy of the filing deadline. he won two terms as a go of. the democratic national committee filing a federal election complaint against robert f. kennedy jr.'s presidential campaign and a super pac allied with it alleging the campaign is receiving an improper benefit from the work to qualify him for state ballots. the campaign previously denied coordinating. zillow has launched an option to search for individual room listings. the app includes a room filter under the home type dropdown menu. based on your budge, lifestyle and location. the feature is available

nationwide. scott, over to you. >> that's bertha coombs. coming up our "chart of the day." joe terranova will talk about expedia. bill baruch bought a stock up 60% this week alone. he will join us next to discuss. >> there are some notable names in the fortune 500 including tia chief, marvin ellison at lowe's and the latest edition of tony towns whitley. they're among the eight ceos in the fortune 500, less than 2% of the list. still, it's a record number. celebrating black heritage, i'm sharon epperson.

>> so how do companies benefit from ai but also reassure their workers they aren't going to be replaced? >> i think the value of ai is not in the technology itself. it's in what people accomplish with it. and so it's about how we understand the unmet needs of an organization by truly listening to your employees and bringing your workforce along for the journey whether it's cutting costs, increasing productivity, there are plenty of opportunities to identify the use cases.

>> can you give usan example of this in action? >> we're working with the hr department at a large financial services company. we were able to take 80% out of the administrative process by deploying ai assistance and training the ai how to replicate and complete the work. >> thanks, jonathan. rement savi. voya helps you choose the right amounts without over or under investing across all your benefits and savings options. so you can feel confident in your financial choices. ♪♪ they really know how to put two and two together. voya, well planned, well invested, well protected.

we're back. let's do our "chart of the day." expedia. announcing its ceo is stepping down. joe terranova, i mentioned, joins us now. what are you doing with this? >> hey, scott, how are you?

i'm not surprised. we discussed this on wednesday when you saw the ads in the afc and nfc championship, no, please don't do this. don't start spending money to go out and challenge airbnb. unfortunately, i think that's what they're doing. negative free cash flow, but well beyond what was expected above $400 million. we have the ceo transition. i'm not surprised by this. you asked the question, what do we do with this? remember, we can give the stock the benefit of the doubt because it was purchased and added to joet at 95. we have a cushion. we will not get out until april. this is clearly a momentum name. the price was 27% above the 200 day moving average.

so to see a 55% gain from october now look like a 30% gain, it's not unsurprising. momentum is dented. it's not really broken. it's in a position where, candidly, if you don't own the name, i wouldn't buy it and i wouldn't take a short position. if you own it higher, i think you do have a problem. what's not going to save you is the valuation. the current p/e is 17. the p/e is 10. what will matter is that momentum appears to be broken. and up could see further downside ahead. >> joe, it's jimmy. you're being clear about what your recommendation is here. is this a business model that's fundamentally broken? you go to expedia to check the prices of hotels and flights and go on the hotel website or airline website. this feels like paypal where

there's no moat to competition. >> i think that's a good question. i don't think it's fair to say it's a completely broken business model, but you're right, the competition is, there's no barrier to the entry and clearly whether it's airbnb or booking holding, we saw booking holding at the end of january, thankfully. we still own airbnb. you could see others come no play here. jimmy, candidly, the reason we bought the stock was it was a quality name that saw a surge in revenue growth up 30% and then guess what kicked in, momentum history. momentum is dominating the market. this is a classic example of a momentum name. when you have these momentum names and you're 27% above the

200 intraday moving average, don'ting surprised if you're only 9%. >> joe, thanks for joining. we'll see you on the other side. now it is arm holdings and he joins us to explain why. do you buy it now? >> it's about 10% off the highs. i'll take that part of it. amazon is the number one holding, tesla yesterday. if you couple arm and tesla together, about a third of the size of amazon. 4 or 5x. look at the eps. they raised guidance on this report.

better royalties as they switch off and move into v-9 with better computing. i see it getting bigger and bigger. >> none of that is already in the stock, number one, number two, if the market is right for a consolidation, wouldn't this be at the top of the list for stocks that have a drawdown for the rapid rise? >> overall this positioning in this market not being priced in now.

other funds that are looking to gain this exposure. from there the names are not getting bought right away. the lockup period for those who own it is extensive. we got through one quarter of earnings reports. this is what puts it on funds' radars. so now they're waking up to it. they're waking up to the name now. that's why i want to piece into it. if we do get a pullback, what they've accomplished within the earnings report is going to keep this market out above the $70 and $80 mark. i would add to the position.

i think we'll see it build a nice space out. the way i look at it we're in the early earnings of ai. i have thought we were in the middle innings. the early first half of ai in monetizing. from the hyper scalers, from apple now, from meta, of course alphabet and microsoft, they're going to be putting more money into this. >> one of the concerns is some of the stocks have gotten ni ne innings worth of fwans in the first inning. i appreciate you joining us. up next mike santoli with his "midday word." mmhmm! medical bills! uh-huh! - pancakes! - cash! who pays you cash when you have medical bills? grrr! no idea. [tapping] gap! the gap left by health insurance? who pays cash to help close that gap? aflac! oh, aflac! get help with expenses health insurance

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senior markets commentator mike santoli with his "midday word." we did wonder what getting over 5k the hurdle itself would mean. the revisions to cpi which we looked at. yields are creeping up. >> they are. i don't know if the market is exhibiting a little bit of resistance to the yield effect or if it's lag or not hitting the threshold where there's much concern. the big landmark index level was hitting 2,000 on the russell 2,000. we're back. it's been the problem child of the market. it doesn't have to lead the way. another 5% from here. that's like the early year high, going back a while. that would suggest the tone is changing. that would indicate something might be brewing.

>> it doesn't have to change but it would help. it would help in the overall narrative about where we might go from here. >> the market is respond to go a better economy and not just flows and excitement about ai. i still keep pointing out the market itself as being portrayed in general. as a group they've done well. consumer cyclicals, it's just not necessarily providing the big push. >> we'll see you on "csilong bell." a big breakout from one of bryn's holdings today. we'll trade it, of course. plus some of the week's other major movers in two minutes. when it comes to ai, there's something big happening.

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2019. moderna is a big loser, as well. roadblocks is on our list. they beat with strong guidance. we wanted to talk to you on that day. glad you're here today, given the week that this has had. what do we do here? >> dave is so solid. i think to put some more context around the numbers, bookings, revenues, hours engaged, they were all up 20% to 30%. so really strong numbers. what i'm excited about is their international expansion continues to go very well. japan was up, i believe, 45. india, 59. and they mentioned they started this ai chat translation, so everyone has their headsets on while they're playing. you can translate now into 16 languages. so someone in the u.s. could talk to someone in india. so they're hitting all their strides. i do think the stock to get, stock, over 50 and then on,

they're goingto have to have a path to positive earnings. i think that's a year or so away. but good to see the execution overseas. >> give me some quick on bitcoin, up 10% this week and above 47-k for the first time since march 2022. >> i think people are excited about this having -- i couldn't tell you exactly why that's bullish, but i know people are excited about it. bitcoin continues to surprise everybody, and just be very volatile, but very durable over the lo-tngerm. >> we'll take a quick break and come back with "final trades." (♪♪) but there's nothing like being there. at national, you can skip the counter... and choose any car in the aisle... even manage your rental right from the app. so you can give some quality time to a quality cause. swing by to see one more customer... [audience cheering]

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going to bring you a stock alert. shares of cisco moving higher, as reuters is planning that company plans to restructure its business, including laying off thousands of employees, according to this report, to focus on high-growth areas, according to three sources familiar. the company, as you may recall, and jimmy, you open the stock. when they cut their full-year revenue and forecast, assigned that demand -- we heard a lot from tech companies about trying to get leaner, and this appears to be the latest one added to that list. >> this seems to be the playbook in tech. you get rewarded in your share price if you cut heads, so that's what they're doing. last quarter when cisco

reported, they gave very poor guidance. the fear is all the spending on ai is taking revenue and limited tech budgets, taking revenue away from cisco. here's what i think when they report next week, they announced a partnership with nvidia in terms of corporate budgets and enterprise spending. i would like to see them on the call next week talk about that more in the same way different industries and the way bob iger gave life to the disney story when he talked about fox sports partnership that he has going. there's an opportunity for cisco to get back on its feet, but they need to act on it. >> it looks like it would be the second significant pairing of jobs from this company in the last let's call it 18 months or so. november of '22, they did announce during an earnings call a restructuring that impacted 5% of the workforce. this particular report suggests the total number of employees in

this round is not known. kevin simpson, you're in this name too, aren't you? >> i am, scott. if you think about the ak acquisition of spunk, it might seem there's an excess of employees. this company is committed to really 50% of free cash flow being distributed to shareholders through buybacks, dividends. they still have $10 billion of buybacks that they have authorized. i don't expect a lot of out the earnings report. we do own it, we have a 52.5 call against half the position. we love the stock long-term, but i'm not sure there are going to be tremendous hidelines that will drive it. >> it's just one of those thames that hasn't really resonated very well with investors this year. it's flat. maybe down a touch on the year. all of these other stocks we've been talking about have just been ripped with tech. >> i sate to say it, but i think

this earnings call is make or break. >> this is obviously -- if this report is correct, it depends on how you look at it. it's obviously trying to get ahead of that. >> and i'll grant you that. they had a bad quarter and bad guidance last time. this has been a steady eddie performer. but i don't want to see this roll over for a long time. so i'm looking, and i think others are, as well, and i know people are looking at this as make or break this quarter. there needs to be some good guidance. i think the nvidia partnership is important. kevin is right about splunk. that's important, too. >> bryn, final trade? >> i think the cues are the best way to play ai. so if you want to have a more defensive way, jeq. >> kevin? >> npc marathon petroleum. this is a stock that will benefit from global consumption.

>> jimmy, are you the jurussell? >> i think mike santoli is right on. >> jason? >> caterpillar. margins are improving drastically. >> s&p 500 is holding quite nicely, above 5-k. i'll see you as we take you through it on "closing bell." i'm brian in for kelly once again. here's what's ahead. it's been a big week for semiconductor stocks. there's one name that may not be getting all the attention from wall street, but it is getting lots of loves from our market guest. he'll name it and tell us why. could we be in for a spring selling season surprise? yes, says real estate broker and tv star. he is here with the trends he is seeing. a special three buys and a bail, super bowl style. we're talking streaming,