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 to sign up today. That's one word morning tape.

One of the reasons why we talked about before the market opened, a terrific stock.

I mean, a stock that I love, Broadcom. I felt we should trim, and I thought, and we did yesterday too.

Why?

Because I don't like this kind of move.

Now, what happens here is discipline always trumped conviction, people.

The discipline says you can't own a pyrobotic move even if you love a company.

I think that broadcom is terrific.

But I did not want to give back, because we were here.

And right there-

He's down double digits for the year?

Yes, I was thinking perhaps we double-checked and double-checked.

There was nothing wrong, but it didn't matter.

It was time to buy, and here it's time to take a little off.

And the catalysts for this move, so last week, big long-term supply agreement with alphabet and an expanded

partnership with Anthropic. Then last night, the company made a similar announcement with

meta. They're calling it a multi-year,

multi-generation strategic partnership, delivering technology to support meta training and

...