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

We've got this news on Friday night at breaks. It seems like the big break we've been looking for for Apple and Vividia.

By Sunday, it's partially taken away, so people are a little confused.

They want very much to buy Apple, very much to buy Nvidia.

I covered it this weekend.

It's not an opportunity to buy.

We do have a key bank sector upgrade from sell to hold.

But you know, I think the big phrase that everyone's using is not out of the woods.

Yeah, exactly. Right. So we the woods. Yeah, exactly, right?

So we did see some tariff relief, right?

Smartphones, laptops, other tech items, no longer subject to those 125% reciprocal tariffs.

The 20% fentanyl tariffs still imposed.

But as you said, not really out of the woods yet.

They are, it sounds like a Section 232 investigation. Yes, for Nvidia, that there will be defense oriented, all the

major missiles have Vividedian. You can't, you can't make the missiles without Nvidia. Yeah, so defense

applications. But I still some relief.

You mentioned Key Bank upgrades Apple to sector weight from underweight,

just saying this kind of takes off maybe the downside case,

a big risk off the table.

But, you know, I think there's still some hesitation in the market.

And, you know, if you look at how trading kind of played out last week

where you had some really nasty reversals, it makes sense. Well, Friday, this stock was very strong.

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