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

CBC Investing Club morning meeting.

Now, stocks are higher today and I think it's very interesting because we're getting

this kind of bifurcation, for instance, advanced micro is up.

When that's up now, and Vividy is down.

That's the kind of thing I'm discouraged about.

We're no longer seeing zero sum now, and that does concern me. Now, the markets are indeed

higher. Now, some of that is because there's rotation going on. We're seeing some valuations

in the real stock market that I've been talking about.

I remember I told you that I'm trying to put a name in the bullpen.

It's like a chloroxus, like a balker, that's like an Amgen.

We are just frantically trying to do that.

But the main thing yesterday was the AMD bullish investor day.

I want to say I've known Lisa Sue for a very long time

from when they were five and Intel wasn't around 50. And she is certainly money good.

What's interesting is the initial reaction to what she said yesterday was not that great,

but she's using a trillion dollar number. I went out to dinner when they were using a three, when she was using a 350 to 400 billion

dollar number, and everyone was laughed at her and was very critical.

And she said, this is the way it's going to be.

And it turned out to be she was being very conservative.

I think the stock's very good.

But as you know, we like Nvidia, own it, don't trade it.

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