FAST MONEY: Infrastructure, Techs, and Jets Oh My!

After another late day rally, the traders say that the only thing that matters tomorrow is that the first half hour and the last half hour where the unemployment report will pretty much control the market.

The Mortgage Short: Accredited Home Lending (LEND) fell 60% and there are are many options suggest that Countrywide Financial (CFC) may be in trouble as well because there are puts for $10 and the stock is at $25. I will do a subprime or mortgage special tomorrow morning.

Coca-Cola (KO) – Pete Najarian said there was a high call volume on this trade suggesting ther may be a move. They don’t know why – well who ever knows when the market is this crazy.

Google (GOOG) – Will Google make a phone? The traders all say that doesn’t make sense but look for Google to be a leader in wireless software.

Infrastructure Trade: The MN crumbling bridge and the NY steam pipe explosion last week. Other than the regulars of Jacob Engineering (JEC) and Flour (FLR), Maquarie Infrasture (MIC), a private road operator was recommended by Eric Bolling, Exponent (EXPO) infrastructure analysis company was pitched by Jeff Macke. But everyone agreed that you should just go out and go shopping.

Tech Trade: Cisco (CSCO) pitched by Najarian and Macke. Hewlett-Packard (HPQ) pitched by Adami and Bolling while Bolling also added IBM (IBM)

Jet Trade: The growing affluence has allowed many people from stars to CEOs. There is a growth of private jets even Warren Buffet is in the private jet business. Guy Adami’s pitches included General Dynamic (GD), maker of jets and defense play; Textron (TXT) (Bolling agreed to this one), Rockwell Collins (COL), jet engines, and Embraer-Empresa (ERJ), international jet maker.

Beazer Homes (BZH) – Bolling says sell it on the jump of 14% today.

Macau Trade – Bolling recommends Melco PBL Entertainment (MPEL)

Getty Imagines (GYI) – The stock photo company drops 19% and Macke says it’s going down further