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. So what do you think? How do you,

how would you handle this rotation then? Okay. I think you go against it. I think you buy the

stocks that are down the most. I think that you buy Intel, you buy G. Renova,

done it, buy more at once. That would be a mistake. Because we'll find out there'll be a piece soon enough.

Somebody, something will have written something which just says

CPUs are in short supply and you've got to buy Intel.

Their foundry system is better than expected.

I mean, this is what happens.

You get caught up in the negativity.

You see SpaceX down and you say, look, the hell of this.

I don't know what to do anymore because I got into SpaceX and I got lucky and now I'm obviously not lucky.

I say, just be cool.

This is a long-term play.

And I don't mind what any of the analyst reports.

It's just that right now this is a UNH CVS market,

and it's a cardinal health market.

And the market doesn't seem to have more money for anything but that.

Yeah, and our pharma name is doing well.

Also, J&J, New High, while Bristol flat since our sales. So a good upgrade of the portfolio. See, this J&J. As we planned it. Yeah. I mean, J&J is, you know, most likely I have a good quarter. It's actually breaking away. But the multiple is still very well. And then Eli Lilly gets its price target raised to 1400 from 1,300 at JPMorgan.

It's a 2Q preview and they expect strong, better than expected, GLP1 sales, specifically

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