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.

Let's go to the Friday sell-off when it comes to Claude.

What I tried to do, and I'll do again tonight, is explain that we know that the companies involved who own companies that can be disemediated

by AI are trading down and that can be Blackstone and that can be Blue Al, but it also could

be CrowdStrike and it could be Palantir and it could be Palo Alto Salesforce and it could be Palo Alto, Salesforce.

And I am aware, we're not oblivious to this.

I mean, we come in, we own Crowdstrike.

I talked about a post that George Kurtz put in on his LinkedIn page,

and I recognize that these are dead meat, so as well.

So then you say, okay, what do you do as a portfolio manager when you know you have something

something to you, if you're a hedge fund, do you avoid it and then come back to it?

Probably.

We don't think there's anything fundamentally wrong with crowd strike.

Maybe the price or use multiples to do I, but we're not nimble enough to get out and get in.

I want people to know, it's not like we think it's done going down.

No. And you are seeing selling, obviously. Friday, what happened was the cloud, excuse me, Claude Anthropic. They announced a Claude Code Security. You can scan code basis for security vulnerabilities and suggest software patches for

human review. All the analysts that I can see that have written about this all saying, no,

this selloff is wrong for the cybersecurity. It's insulated from AI disruption. UBS, they still

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