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3 Derivative Facebook IPO Trades: Jon Najarian
15 May 2012 EDT - CNBC.com
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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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