Jim Kramer here to share a short preview of my take on the market from today's

members-only CNBC Investing Club morning meeting. Join the club for full access to the morning

meeting every day at 10.20 a.m. Visit cnbc.com slash morning take to sign up today. That's one word

morning take. Look, here. That's one word morning tape.

Look, here's what Nvidia is doing. Okay, Nvidia has a chip that's just for inference.

And I think they're going to reveal that. And the chip is going to be under the price of Google and Amazon.

So right now, Google and Amazon think that Nvidia is always too expensive. They are going to make it under the price. Yes. And I think that's really important because a lot of people feel Nvidia is the Lamborghini and that all you need is the F-150. That's how you have to think about it. Lamborghini versus F-150. Well, Truit says the event could be a positive, likely a positive catalyst. It's the Super Bowl of AI, so I got ready to say that a hundred times. By the way, when you're there, you know, you'll see HB, you'll see near a HP, it'll call you over, and I'll say, let me show you what NVIDIA does. And then it develops you in maybe two seconds.

It's kind of daunted.

So Troa says look for updates on supply, demand, market growth, trends.

But the catalyst would be that supply production and demand all lines to support continued

growth.

Market, maybe there's been some fear that, you know, some, the numbers aren't as sustainable, but we keep hearing from all the

hyperscalers that they plan to aggressor. Oh, yeah. And Jensen, remember, we went to South Korea,

and he locked up a huge amount of memory from Hynix and from Samsung. They'd make the most. Microns

a distant third. So he thought about this, and one of the things we were laughing back and forth with with Nvidia was I said, I sat at lunch with Jensen. And he said, this is two years ago. The gating factor would be memory. You got to buy all the memory in the world. And I said, well, you're telling everybody that? He said, well, I'm not going to tell you anything. And I didn't tell everybody because he's not, he doesn't give me inside information. But there he was saying, listen, memory's going to be in short supply. And I'm just sitting there and saying, what? Memory, there's so much memory. But he knew. Well, speaking of memory, maybe we're starting to see it impact some of Taiwan's semis numbers. Their Feb sales were out this morning.

A seasonal slowdown in February, down 20.8% month over month.

It is less days, keep that in mind too.

22.2% year-over-year, but it sounds like AI still strong,

but the memory impacting some consumer markets could be an issue. But I think this is going to be a good day for the hyperscalers because the money's going

away from phone.

The money's going business to business.

It'll be a good day, I think, for Alphabet if you haven't bought any yet.

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