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

members-only CBC Investing Club Morning Meeting.

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That's one word, morning take. And up today. That's one word morning take.

And then we bought 20 shares of crowd strike between February and March when the stock sold off on

concerns that AI was going to replace it. We said every single day, that's the wrong view.

AI is actually going to accelerate their business.

And the market has finally come into that view.

You can see the stock since April has been on an absolute tear, rallying to new all-time highs.

And today it's going up with software.

Before it got lumped together with software on the bad days. Now it's rallying also with software on the

good days. And so we just sold the 20 shares. This is going into a very large position because

how strong it's been. Exactly. Now, we have to understand that throughout this period,

George Curtis, the CEO was saying, listen, we are not going to get hurt. We're not a casualty.

We're actually, it's a tailwind not a headwind. The street thought it was a headwind because Anthropical was making noises they're going to go into this business against CrowdStrike. They were saying that, by the way, just so you know. And then let those comes along and you realize that you need more protection than ever. They formed Project Glass Wing with Palo Alto's also involved.

Right.

And another one at all time high.

Absolutely.

So what happened here is that people started realizing that CrowdStrike was not going to be hurt.

And then, amazingly, it's still in that index.

And CrowdStrakes are a very big part of the index that's moving service now in Salesforce.

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