Hey, it's Kramer, and this is my morning take on the market from today's

CNBC Investing Club morning meeting.

If you look at this chart of broadcom, you'll know exactly why I'm fearful.

Okay, so this has been a remarkable stock, right?

Throughout this period, we have decided that they were good.

Now, what's interesting is right here, of the big companies, there's a trillion

dollar coming, right here, that was actually the worst of all of them in the cell-up.

Just call it down, yeah, down maybe 30% here today at one point. Yeah, so you have a situation

where it's bounced tremendously, but it has to put up a shoot-the-lights-out number to be able

to keep advancing. Yeah, that's the

setup question. But yeah, I mean, at that level, Hock, they announced to his credit,

Hock 10 billion dollar buyback to he announced before the end of the year to be purchased by the end of

the year was a huge statement. We bought a lot in August of 2023 when the stock took a, periodically takes a hit.

And what amazed me was that there was an individual board member that came in and

buy a huge amount after the client, and that was the tell.

No, certainly one to always look for what they're doing there, the company, whether

the company buying back stock, insiders buying back stock.

But as for the quarter itself tonight, just expecting a strong ram from their AI customers,

Google meta, those are the two big ones, maybe some slight noise with bite dance, just given

some of the sanctions in China.

Earlier this week, they announced they started shipping.

It's Tomahawk 6 switch.

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