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

In the meantime, we do own a stock that is doing incredibly well that we should mention,

which is Qudity, and this is something I know, Jeff, you spend a huge amount of time on Qudity.

This is a spinoff of DuPont.

It's a reminder of what happens if you're patient in these breakups.

Oh, absolutely.

And some of the early notes on CUNITY at the beginning of the year, we're saying how this could be kind of like the next GE Vernova spinoff where it just

it spins off from its parent company and you know doubles in the year that follows and

we're seeing that now with a healthy beaten raise here revenue and adjusted EPS much bigger than

expected a 16 cent beat but they raised the full year outlook by 22 cents.

So you'll love to see that where they raise the full year by more than the beat.

That's just strength.

On the call, management framed this narrative of how Moore's Law

means shrinking transistors to improve performance and power, that has been the

previous dynamic.

It's changed.

The new era is about stacking chips to unlock this new error of computing, and this shift

from shrink to stack increases the importance of materials integration, and that's why

CUNITY is thriving in the AI area here with organic sales up 17% in the quarter.

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