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

morning meeting. Today is a very interesting day, Jim, because this is kind of a classic day.

We get good retail salespeople who buy their retailers. We get lower interest rates for some,

I think it's kind of not real reason why, but that's bringing back that rotation that we saw on Friday that didn't continue on Monday.

It's back.

Exactly. And that rotation really started to form around 10 a.m. today.

So what does that mean you saw some weakness in Nvidia, Amazon, the big mega-cap tech stocks?

And then what they're buying is Stanley Black and Decker,

another one on the lower rates. And actually in the retail sales, there were some good things

about building materials as well, up 1.4% month over month. Building materials. And by the way,

retail, hard goods, appliances, best buy. Yeah buy yeah exactly and you look at

electronics and appliance stores that was up 0.4% month over month now 2.7%

year over year and best buy is still comping negative so the negative you know

now people still saying Jim why did you recommend Circuit City I come back and

say I recommend it PC refresh. People have to understand

it. Now one of the things that is happening that is kind of incredible when I look at it

is there's just this overriding sense that small and medium-sized business do well, which is why

the Russell keeps going up. And I get it. The large companies, and you hear this from Vance, large companies have had their way, now it's time for small companies. That is something that Larry Cudlow, whom I think will be part of the administration, has always preached. So that's what you're seeing with the Russell. This is incredible. Incredible rally. It's that broadening out that, you know, that's been elusive for months, but finally taking shape Monday. But what does that mean for tech? I don't think that necessarily means run for the hills. In fact, we're looking at some of the weakness to buy some tech names that we've been waiting to come down. So, you know, we bought AMD yesterday if it continues to come down. We'll pick up more, you know, lower our average cost. Now, look, this is a moment, say, when Ford six times earnings can shine. By the way, Ford, hey, listen, I don't want them to beat Musk with EVs. They lose money on EVs, for heaven's sake. So I see that certain, our portfolio is set up for this moment. Yeah. And people don't realize that. This is when you buy Dover. This is when you buy Eton. This is when you buy best buy. This weekend people are saying, Jim, but basically why don't you just own tech? Because of today. Yeah, exactly. Start your day with my outlook on the daily market every morning at 1020 a.m. Visit cnbc.com slash morning take to access all the benefits of being a CNBC

Investing Club member.

All opinions expressed by Jim Kramer on this podcast and in connection with the CNBC

Investing Club are solely Kramer's opinions and do not reflect the opinions of CNBC, NBC Universal,

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