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. Yeah, look, Cisco is a market

cap stock. It's like, you know, does the S&P a little worse or better depending on the

direction. It's, it is not a company that had a great quarter. It's not. Of the company,

it just didn't. I mean, because of D-RAM, it had a great quarter. It's not. Of the company, it just didn't. I mean, because of DRAM. It had a great quarter separate from DRAM, but DRAM has gotten very

tight. Now, DRAM, the big stocks last night, got hammered. The ones that really have a lot

of control, and that's S.K. Highness and Samsung. But Korea markets are in a lot of trouble because they are the most, they're the most large, a country that's the largest exposure to LNG from Qatar. Not great. Yeah, there's been, those stocks have been, well, I did see Sandisk up before we came down, but,

yeah, just big moves, big moves up, big moves down. It's always why, it's why we always say

parabolic moves, always hard to trust. Right. Analyst's cause, I know they won't really mean

much in a day like today, but still important to point out, G.E. Vernova double upgraded at

Rothschild

in Redburn. They go to a price target of 1,100. They acknowledge it's a risky environment,

but they say substantial upside to guidance. They're sold out. It's really a terrific story.

Remember that when you see all these data centers talking, if you were able to put one of their machines,

one of their turbines outside the grid, so you're not hurting the electric prices of electricity,

that would be a home run for everybody. So they're working on everything like that. You got to understand

that. All opinions expressed by Jim Kramer on this podcast and in connection with the CNBC

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