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 have a lot of talk again about

the SAS cop apocalypse. I did a piece, I think piece yesterday, before going out, we had Blue Al today.

What is the problem with Blue Al? Well, they're talking about the debt of some of these

software companies. I would point out that, look, I'm not recommending that people buy these structures,

but they're not falling apart.

They're just not giving you a growth rate anymore.

Very big difference.

Yeah, well, look, people are concerned about the future.

When it comes to SaaS, there's many different reasons why one would be the compression

of the seat model.

If there's just less users that need the product, then because agents can do more.

That compresses that.

There's also the fear of displacement.

And that's what's hurting, you know, the Salesforce service now is Adobe, as you mentioned.

But one area where we continue to believe

should not be impacted, if anything, maybe you see an expansion from it would be cybersecurity

as agents. With the proliferation of agents, you're going to need, you know, there's more

vulnerability. Right. I mean, it's very funny to talk to George Kurtz, who runs Crowdstrike, and he's sitting there and just getting all this new business from those who hire agents, so to speak, because that explosion, and then to read that his business isn't doing well. He's like, you know, he's not giving me any insight of information, but he's just saying, this is a bonanza for him. And yesterday it was added to the Microsoft Marketplace. And what you do that for is, let's say you give Microsoft Azure, let's say you give them 10 million. Well, you can direct some of that to CrowdStrike for the first time. They weren't able to do that. Amazon did it, and CrowdStrike got a billion dollars in revenue front. This could be even bigger. And yet people say, I mean, he thought he was so excited about it. And people didn't think anything of it. This sucks down 10%. This is what I buy first. Yeah, and it's hanging in here, right? So it looks like it bottomed maybe a week or so ago. I would urge our people to, if you wanted to know which

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