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 1020 a.m. Visit CNBC.com slash morning take to sign up today. That's one word,

morning take. People up today. That's one word morning tape.

People have to start recognizing that there is going to be, it's going to be many, many years before we have, we catch up to the demand that CPUs have. That sounds like people should be thinking, C-Gate, Western

Digital Sand disk.

Instead, you should be thinking AMD, Intel, and Arm.

And that you're going to see those kinds of moves.

Now, do I like those kinds of it?

They're parabolic.

We know that.

And that's a parabolic we just saw. And the Sox itself is parabolic.

Yeah, the Sox, the Semiconductor Index, up 18 straight days. It's like 46% since March 30th. We did ring the register on some CUNity yesterday.

It's one of the big gainers in the S&P 500 this year. Own a lot of it, partly also because it's just been so strong.

So some nice profits there.

But just to go back to the CPU discussion, we also saw META signing an agreement with

to deploy AWS Graviton processors.

These are going to be tens of millions of graviton cores with the flexibility for more.

These are also ARM-based CPUs, so just more validation for ARM inside the data center,

which brings us to Arm.

I mentioned we bought some Monday.

I think it's up like 30%.

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