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

This is one of those stages where when I got in, and Viti was up a dollar, and everything looked great.

And I urge people never to trade in the early morning markets because of exactly what we're seeing now, which is people are a little more

nervous. You get a big day yesterday. You get profiting. Yeah, really big day yesterday. Market

rally, 2%. That was in reaction to President Trump delaying that 50% tariff on the EU. He

threatened on Friday. You also had better than expected consumer confidence.

It was the first increase in many months, I think five months, which it was just much needed

in the soft data there because confidence has been a little bit weaker due to the trade war.

But yet, you had a big move yesterday. We did take a little bit weaker due to the trade war. But yet, you had a big move yesterday.

We did take a little bit off the table to book some, a small broadcom sale.

Our strategy on a plus 800 is that we better find something to sell.

That is just, that's called discipline.

And we have it.

I will say that when I look at what was so what we saw,

there were two analysts who pushed Broadcom today,

and we trimmed some broadcom.

Yeah.

We trimmed it in part because, look, what they're saying is what we said.

Came all the way back. Yeah.

No, absolutely. And the two analysts, one was Mellius.

They raised it to 283, just talking about still has room to run as the custom AI accelerator.

Customer count increases from three to seven.

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