Fast Money Recap July 19

• GOOG missed earnings second time, first time missed caused a 10% decline in stock, probably NASDAQ will take hit tomorrow
• Options activity in SBUX
• Copper breaking out to the upside
• Capital spending resurgence in tech evidence IBM, MSFT, SAP, JNPR, SNDK
• MRVL has lagged and will probably catch up
• Solar trades are real: LDK, SPWR, TSL
• US Infrastructure replacement plays, $120b will be spent this year, trades: FLR, MDR, JEC, for Europe: EON, Enel, Endesa
• Uranium prices dropping, stay away from CCJ and USU for a while, also RIO
• Final trade: MSFT, AAPL, ABV, IBM