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

members-only CNBC Investing Club morning meeting.

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That's one word, morning take. We, I know we should talk

courting because that's really the, a company that reported some things that were remarkable,

but nobody cared. The quarter was fine, just a bad day to report. And again, you had this

parabolic move. Stock was as low as 145 this morning,

so it's come back a little bit from there. But, you know, this was a double year today just the other

day. But you had a small revenue beat, earnings per share, 70 cents, beating the street,

69 cents. Strong growth in optical communications, up 36% year of year, solar was strong.

Key is that they finalized two more hyperscaler deals.

That was the real story.

But if it weren't for the Wall Street Journal out there today, I think people would have been buzzing about that.

Yeah, these are in addition to the meta deal.

They didn't say who it was because they

want, it's their customer's decision to say. Exactly. But maybe this is a chance for people

who don't own it. If it comes down to minus 15 or 20 again, what do you think? Yeah, sure. Again,

it's had a huge move here. So you got to give it some time. But they did say those two deals are very significant and they share the risk and rewards of the required expansions with our strategic customers. They're holding an event next week, May 6th, where they're going to update and upgrade and extend their springboard plan, which is their long-term planning. And then they're

also going to introduce a new market access platform for Photonics. So that could be positive as well.

I think one of the things, remember JP Morgan downgraded it just the other week. They want to see

more visibility into the out years. I think upgrading the springboard plan can deliver that, and especially when you have these

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