Just because Facebook doesn’t start trading until Friday, doesn’t mean you can’t game the excitement right now.But rather than look at other social media stocks, OptionMonster Jon Najarian thinks the best plays are companies that provide services that Faecbook rivals will need how to compete.And Najarian says the following names are his favorites.AT&TRackspaceCitrixNajarian's Trade ThesisSmaller more niche sites will be forced to compete with Facebook, Najarian says. However, few of those rivals are going to have the necessary massive data centers, like Facebook has. As a result, Najarian thinks those companies will turn to 'the cloud' and all three companies mentioned above offer the types of services that will be needed.
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NEW SLIDESHOW: The Facebook IPO: A Fast Money Primer
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Posted by CNBC's Lee Brodie
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Trader disclosure: On May 15, 2012 , the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Stephen Weiss is long AIG; Stephen Weiss is long JPM; Stephen Weiss is long VZ; Stephen Weiss is long WLP; Stephen Weiss is long NAV; Stephen Weiss is long HK; Stephen Weiss is short CHK; Stephen Weiss is short JCP; Stephen Weiss is short JEC; Brian Kelly is long T; Brian Kelly is long VZ; Brian Kelly is long KRE; Brian Kelly is long WFC; Brian Kelly is long USG; Steven Grasso is long ASTM; Steven Grasso is long AVAV; Steven Grasso is long BA; Steven Grasso is long D; Steven Grasso is long FRO; Steven Grasso is long LNG; Steven Grasso is long MHY; Steven Grasso is long NUAN; Steven Grasso is long MO; Steven Grasso is long PFE; Steven Grasso is long S; Steven Grasso is long XLU; Steven Grasso is long ZAZA
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