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. I am thrilled that one of our

situations that I said that I was hurting on with Salesforce. And Salesforce is lifting. I'll just say

that I do believe that when I was at 173 this morning, there's no more reason to sell it,

back and forth with Mark going over the call. And what matters here with Salesforce, just so you know, and it's going to be a battleground, is that they have a pivot that's not as pronounced as Snowflake. That was the one of the most pronounced pivots I've seen in ages. But I got to tell you, I think that it's worth it to stay long Salesforce and we are going to. Now, the macro story here isS. and Iran have reached a deal apparently, but there's Axios has been the outfit that has been calling the shots here. And the possibility is there is no Trump approval yet. There is a camp that says, thank you Michael Warren for this, there's a camp that says that he's agreeing with the Obama position, and there are people who say he's not going to, and I think

it's going to be controversial. All right, let's go over with some of the big things here. Nasdaq's slightly negative, it's certainly negative, SME doing better, oil was up a few bucks. I think that goes down on this news. And it's all about, once again, technology. The ones that that really influenced me last night.

We're Snowflake, as you know, I had Shreda Ramoswamy, and he The ones that really influenced me last night were Snowflake. As you know,

I had a Shreda Ramoswami, and he's made that company from a, let's just say, a plain vanilla

software, enterprise sulfur company, into an AI rival of Databricks, which I had on last week.

Databrugs goes much faster, but it's something to watch. Last night was also

Marvell's time to shine. They did a terrific job. Matt Murphy has just been crushing it. And it's

also been Dell's time. They got a big Army contract tonight they report. I think Dell's going to be

good. The stock is up a great deal. But I think it's important to point out that Dell is one of the

companies that I was most angry about myself because I told you I thought we should buy it. And then I never pulled the trigger.

And that was my bad. Again, part of the remonstration I had in the call yesterday. Costco's tonight. Now, remember, there are a lot of people who misinterpret Costco. Costco reports on a monthly basis. So we already have two months out of three. And those two months were good.

That's why the stock went up to where it is. But I will tell you that they did something that

is very important. They're opening gas stations, standalone gas stations. Why is this important?

Because they don't want to make any money on gas. Okay. They want you to get a club membership.

And they have accelerated this program.

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