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 meeting every day

at 1020 a.m. Visit CnBC.com slash morning take to sign up today. That's one word morning tape. We've got a market that is very

bifurcated. We have because of PepsiCo. We've got the soft goods. We have Proctor. The stock is

just a horse. You know the quarter wasn't that good. The industrials are doing very well witness.

Say a Dover or DuPont.

The utilities are doing very well, and what's doing money's coming out is from tech,

and that's what's happening. It's a rotation right now.

Yeah, big rotation.

Once again, it is software feeling the brunt of it.

It's service now.

It's Salesforce, which we have a small position.

It's the cyber names, too, which to a degree I would disagree with those declines. I think CrowdStrike has been willing to buy. The country is not a software company. It must be in some baskets that are software. Yes. That's what's driving. Microsoft, too. Now, we did trim some Texas Roadhouse yesterday. We could use that cash to buy some crowd strike here. Right. So I think the crowd strike, what people have to recognize about crowd strike, it's not levered to software, it's a lever to cyber crime. And cyber crime is a completely different animal. We're letting it come in. It's going to be great buy. You know, I felt that, when you take a look, you know, I thought Corny was great by.

I thought Boeing was great by.

I thought Boeing was great by. I thought Proctor is great buy. And I'm telling you that I think crowds right down 25 today will be a great buy. All opinions expressed by Jim Kramer on this podcast and in connection with the CNBC investing club are solely Kramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates and may have been previously disseminated by Kramer on television radio, internet, or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Kramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment, or strategy.

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