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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Some big headlines today. Also, Target reports a better than an expected quarter. Same

store sales up 5.6%. The guide, the guy, the guy. Yeah, they're calling for a tougher second half

of the year. No, I want people to understand. I think this is boilerplate. I do believe that

there's major changes there. When I speak to the company, I'm really impressed about how they've changed the way that they do things. And they're redoing the stores rather than buy back stock. Thank God. The stores look at the new targets. Now, if you go and look at the new targets, you'll really be impressed with how they look. Lowes, slightly beats estimates. A similar story to what we heard from Home Depot yesterday.

I was surprised that the directed consumer was not stronger. Okay. I thought that the consumer

business, the do-it-yourself would have been a little bit stronger. Yeah. It's not. Toll Brothers reports a better than expected quarter. Yes, gross margins. They really know how to build, okay? Remember, these are the million-dollar house. And this stock was at a 52-E globe going into the quarter. And then Kava raises its full year adjusted EBITDA

outlaw, stocks rising on the back of that. Take a look at how to make money in any market. I say

this is the one to buy because Ron Sheikh, who did Panera, told me, listen, Mediterranean is the

new best for your heart. And it is working. It's a, consider it to be more of a health. I don't mind it. I had it last Saturday. It's okay. Yeah, I like Kava. Kava's solid. But you're more of a sweet green person. I do, but that stock is the dogs. You're helping sweet green to get out of the $7 range. Well, I think it's important you have to distinguish between companies and stocks, right?

You can like a product, but that doesn't mean you do like a stock.

So just again, by the way, Nvidia has to lean on Dell.

Tell a good Dell story.

I think that would matter.

They have to lean on their nebius and core wave, the neoclows. They've got to talk

about optical. Sovereign, too. Sovereign. They want that. And they have to talk about how they've

created, without using the term moat, because it sounds as scloosuring. They've created an ecosystem

that basically makes this so you can't go against me.

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