I'm Jim Kramer and you're about to hear a sample taken directly from today's

CBC Investing Club morning meeting.

We do have yields moving up a little bit.

You got the tenure over 4.2.

I'm nervous about that.

I know really smart people who are shorting bonds very aggressively.

Okay.

We tend to not be short bonds, a little change in posture. Be aware

that the bond guys that I deal with who are the best are anti-bonds right now. Yeah, we'll see

with CPI tomorrow. Yes. Key data point there. But let's start off with this alphabet term we made

this morning. Stock, so they made an announcement yesterday, but it's really getting the attention today,

this quantum computing breakthrough where their quantum computer using its new willow chip.

It took five minutes to solve a math problem that a supercomputer would need around 10 septillion

years to complete.

But still like the business case of monetization

strategy around it still very unclear but it's adding you know a lot of market

cap today and I felt compelled with discussion this morning like you'd be

behind the scenes where I just said okay I've been looking at mag 7 I've been

looking thinking about Apple by the way, also thinking about Nvidia and saying,

you know what, we have had these forever.

And it's time to recognize that something has to give, that you can't have a 10-point gain on an article.

And it's worth it to trim a little.

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