Fast Money does start right now live from the NASDAQ market site overlooking New York's Times Square.

I'm Scott Wopter in tonight for Melissa Lee.

Our traders on the desk, Tim Seymour, Brian, Kelly, Steve Greso, and Guy Adami tonight.

Stocks sitting near record highs in one top. Steve Greso and Guy Adami tonight.

Stocks sitting near record highs and one top strategist says

there's still too many bears on Wall Street,

but that could be a good thing.

She'll explain.

Plus, the man who called the semi-surges back and he says a number of beaten down.

Dow stocks could be the next to break out. But we start with the semi-shock or the chipmaker

surging more than 3% after Micron said demand for the second half of the year is improving

that's all investors needed to hear today check out the moves micron its best day in three years

up double digits Western Didge and video am D Intel all soaring so will

semis lead the tech sector hire from here and are they giving the market an all

clear sign guy welcome Welcome back, Scott.

Thank you Guy.

We missed you last time.

We had Brian, we have you back.

What would the show be without that reading?

It's like a musical chairs.

Answer your question, no, I don't think it gives the market the all clear at all.

Let's just break this down quickly.

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