Jim Kramer here to share with you a sample of my take on the market from today's

CNBC Investing Club morning meeting.

I've got to tell you, this is one of those days, Jeff, where I find that the market

is up in the morning.

Now, the big gains have happened when the market is down in the morning. People realize their opportunity.

So I'm a little dubious, but we have some situations that I'm just going to pound the table on during this period.

No, absolutely.

We had an earnings blitz for companies in the portfolio reporting.

Why don't we just go down them one by one?

Why don't we start off with Eli Lilly?

So we already knew the fourth quarter results, right?

They pre-announce he had David Ricks on Squawk on the street.

Stock's up now about $120 since then because the 2025 view is much better than Q4, which initially was a little bit weaker. But seeing strong prescription

trends in Manjaro, Zetbound, their weight loss drugs. And they have so many different trials going

on, including a pill form. What I find so interesting about this was I interviewed David Ricks,

and David botched 2024. Now, that's not me talking.

He said it. But 2025 was going to be great. No one heard what he said about 2025. They all talked about what said in 2024. And we got to buy some. And I feel very great about it. I would not sell this stuff. Yeah, a lot of big readouts this year. The pills you mentioned, phase three. If you take a look at the readouts, you start thinking, you know what maybe is a chroma morbidity if you're one of the 46% of the people in who are obese, you're going to be on this thing. Now, David Ricks told me you felt that maybe 40 million people are going to go on it. That's why you start seeing things like liquor sales go down, chocolate sales go down, a lot of twinkie sales go down.

And don't believe it when the companies just say people are healthier.

It is GOP-1.

Yeah, once again, cementing itself as the top farmer stock.

We had another farmer name report today.

More of a catalyst story I would call it for this year, a lot lot of readouts for Kbenfi, but the company is Bristol Myers.

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