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

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morning take. The up today. That's one word morning take.

The war, obviously, is disconcerting. A lot of people talking about how there's a no-win thing for us and other people saying, yeah, let's see what happens with this. We have the

oil reaction, which is up a lot. But then we have, go back to where I wrote this weekend, I don't be too reverential to myself.

But my point is as long as interest rates are kind of flat, then you can buy stocks.

And sure enough, that seems to transcend the interest rates.

Yeah, that was the key the other week when Jerome Powell said the Fed doesn't need to hike

into this oil spike.

That's what put the top in on interest rates and the bottom in the S&P.

But we are coming off a very big week,ator now into overbought territory, which causes us to, you know, look around the portfolios,

to see where we can lighten up a little bit.

We said last Friday, we would trim Broadcom if we were not restricted, not restricted today,

so made a sale there.

Right.

And that was good.

And we also sold some Goldman last week.

These are portfolio shuffling, but also, we're not, we don't want to be too greedy.

These have been really terrific ones.

The question would be, okay, if you're not too greedy, you sell some corning.

I'm reluctant to do it because I think people don't realize how much data center it is.

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