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

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That's one word, morning take. All right, why don't we turn to

Broadcom now? Really strong earnings last night. Revenue and earnings better than expected.

AI revenue, 8.4 billion, more than double year over year, up from six and a half last quarter.

Yes, infrastructure software was a slight miss.

But what got the stock higher after hours and today was this revenue guide for 2027 for AI?

They're talking over $100 billion.

That's well above the consensus, which was around $85 billion.

So analysts are raising their earnings numbers for the next couple of years.

It's big and clear. This conference score is very close.

Yes. They were talked about shipping around 10 gigawatts of AI between their customers, alphabet,

meta, anthropic, open AI. Hock Tan, the CEO, also pushed back on this idea that their gross margins will fall,

will be diluted from AI rack sales. I saw one analyst, Melius, he raised his Broadcom

2027 estimates by 24%. So a significant increase there, not unlike what we saw from Invidio when they reported and the numbers were much better than expected.

But what do you think? It is still down dramatically, even though we know that business is going up a lot with new big client.

I could say that this stock, look, I don't know what's going to happen with the war because if oil goes up, this thing goes down. But this is an undervalued stock versus where people thought it was going

to be. Yeah, I thought, and by the way, a $10 billion buyback was announced, too, so they

think the same. I think that the concern on Broadcom on Nvidia has been, yes, the hyperscalers

are spending so significantly, aggressively,

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