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

CBC Investing Club morning meeting.

A lot of people doubted Alphabets, AI capabilities earlier this year, but it sounds like

yesterday with the Gemini event that they hosted, people are just back to the idea that they

do have, you know, they aren't stragglers in the AI.

I know.

And yesterday I was using Google, using Google search versus using Chat ChpT.

And I should have gone to Claude, and I didn't.

But ChatGPT was so much more thorough than Google without ads.

So I still think the existential threat is there.

However, these guys have YouTube, which is 10% of our occupation of our TV time,

and I think there's just a sense that they'll make it better.

I do want to go back to the retail sales report because it was a little bit weaker,

and we have been, there's been a lot of concerns about the consumer lately but you know best buy there's a nice a bulverse bear debate outlined by

Bank of America out there they're actually on they have an underperform on this stock but actually

electronics and appliance stores was a lone bright spot right now but this is frustrating

you and I vented frustration because

some people say we're going to be a quarter early and obviously we've had some, you know,

they're not having retailers been great like Costco. But this is a refresh, PC refresh,

not gaming, not game stop, although it compares very positive game stop. But it is frustrating

for us, like Abbott Labs.

And that's part of the Bull Bear debate, right?

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