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

CBC Investing Club morning meeting.

I do want to start 30,000 feet.

30,000 feet because this day we do not have, even though strong, even though we had very strong

ADP, we do not, we have not lost the bonds.

The bonds, interest interest interest rates are

calm, which therefore allows us to see up even though you know we have a number of negatives.

Yeah, calm. And in fact, yields are going down. You had the 10 year above 4.3% yesterday. Today,

it is last I checked 4.22 on the 10 years. So that certainly helped,

even as ADP, stronger than expected. GDP Q3, slightly below estimates. We have PC tomorrow,

non-farm payroll on Friday. So obviously, key reports. And a lot of earnings in between that.

And why that's important is you take a look at a Stanley Black and Decker. It was upset by this. I mean, R. R. Horton. There's so many, William Sonoma. So remember, we need that backdrop of rates to calm down in order for a lot of stocks, like even a caterpillar to recover. And that's what's happening. Now, let's go to the big opportunities today.

We have been trying to build a position in AMD.

We have not succeeded.

Why?

Because it hasn't gone below our basis.

I interviewed Lisa Sue today and spoke to her earlier today,

and I think there's a failure to communicate. They were supposed to do two, two billion in AI in January. They

ended up to go to do five billion. And yet the stock is down a dollar from when they made the

$2 billion projection, which is really rather extraordinary. The stock is not liked on Wall Street.

I get that. There are people who believe that she's so far behind, Nvidia, that she'll never

catch up. But I will say this. There is room for two. The PC and server were excellent,

...