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

members-only CBC Investing Club Morning Meeting.

Join the club for full access to the morning meeting every day at 1020 a.m.

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That's one word, morning take.

You explored the idea.

Is it too late to get into some of these data center names?

It was a great PC road over the weekend, with Micron being one that's front and center

after it just continues to go parabolic here.

I mean, a lot of what I wrote was that it's, that you're late, but it doesn't matter that you're late, which is really incredible.

Late is always meant, you know, you come in here.

You're obviously not early, right?

I mean, this is early, all right?

This is late. But that somehow late is not keeping people from buying, like this company Vicar that

I'm looking at today, it's up 40 points.

Or, I mean, frankly, Corning was up six, then seven, then eight, then 10.

AMD was up 17 from the get-go Qualcomm, which is no relation to what we're talking about, was up 22.

No relation was it's cell phone.

It does nothing to do.

Arm was saying that cell phone was weak, going to be negative, but there's Qualcomm going on.

There's no rhyme or reason to some of these stocks.

And when there's no rhyme or reason, that's late.

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