I'm Jim Kramer and you're about to hear a sample taken directly from today's CBC Investing Club morning meeting.

In conclusion over and over again, which is we have a push economy.

You know, some, we have, we have good cyber sales, we have amazing, you know, a lot of defaults for credit card.

Everything keeps telling me, stay the course, but just because we're so

overbought, take something off the table, hence the real reason why we trimmed out. Yeah, and I wouldn't

call the alphabet trim a thesis changer or anything like that. Still a great company, great balance sheet,

advertising revenues accelerating last quarter.

If they could figure out get the margins higher in cloud, that would be a nice tail.

But our last trim was May 1st, I believe, it's up 25% since then.

We did, in all fairness to us, we made it very clear we were going to do this when we had

opportunity. Yeah, we said after the recent quarter, which we thought was an overreaction,

we did say if the stock recovered the pullback from that third quarter pullback right here,

that we would let some go while the stock has done that. And so it's just a small trim.

Yeah, I mean, when we do these sales, look, I came to Jeff, I mean, this weekend, I said,

look, obviously plus seven, we have to sell so much ready to the alphabet, but we looked at

we looked at other stocks. I didn't mention that maybe META should be on the front and center

as place that we should be doing some trimming. It's big position.

I don't know.

Yeah, no, of course.

That's another one that because it's just had such a big move this year, that it just becomes an overwhelming part of the portfolio.

I want to make a point about Amazon.

Amazon's doing incredibly well.

...