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

members-only CBC Investing Club Morning Meeting.

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That's one word, morning take. Arm up today. That's one word morning tape.

Arm just had a massive move last week. It rallied 46%. A lot of that came after.

And Vidae said their Verus CPU, which is arm based, will do about the visibility in 20 billion

in sales this year. A second parabolic move, we thought this

was the first one after we bought it, but here is round two in the stock. We did trim some again

today, just taking big profits in a parabolic. Now, I understand. Some analysts will see this and say, wait a second, I got to get on that and take the

price target to 500, say, okay, because they're looking at arms, being able to do a lot of

CPUs, arm CPU obviously used by Nvidia.

Yep, it's good for their royalty business.

And my problem with that is that's not how you buy

stocks. You don't come on top of that kind of move because historically it's not been good.

Now, this is a historical, meaning it has not worked the way I expected it to do, but I'm not

going to lose my discipline because we're not selling the whole thing.

Right. We're selling a piece up. Yeah. So we're compromised in the way, I'm sorry, we're compromising

in how you can handle a parabolic move. We're not avoiding arm. We're trimming arm. And it's still

going to have the same amount of money in arm after we've taken the exactly that's uh the the the beauty of of a of a long only portfolio right your winner has

become a larger percentage of the portfolio as they gain uh and then meanwhile across the

a i trade some other names doing well you know uh mic ron dell just some familiar folks

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