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

morning meeting.

I think it's important to point out this is the level where plus five on the oscillator

where we know we must be concerned which is why when we initiated AMD we did not take a big

stake in it.

Sure. And we did trim some TJX last Friday as well, late trade late Friday,

just because it was just such a huge move in the market. We set around 115, we would trim,

it hit 115's pull back a dollar since. But still like the long term, but just some profit taking on the way off.

Yes, and I do think people have to understand that this is one of those markets where you'll

see one of the things that President Trump never really cared about was credit cards.

Fine.

We think credit cards are fine, meaning that you're not going to get that kind of regulation credit

cards, which I was most worried about.

Healthcare, anti-drug companies raising prices, but never anti the companies that do manage care.

So you're seeing managed care up.

You should not buy the drug stocks on this if you think that that's pro-Trump.

He's not pro-drug companies.

Maybe let's get back to AMD, so starting a new position there.

Viewing if we do see more of that rotation that we saw last week, that really happened when

rates fell, but rates are moving higher today as an opportunity to keep buying here.

So we were in this couple years ago for a really strong run, switched it out for Broadcom, thought it was a stronger AI play, which was true, but both have worked out very well for shareholders.

Here, it's all about their AI accelerator chips, the MI300, that series, as well as the PC refresh cycle as well, which we know from recent data has

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