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

CMBC Investing Club warning meeting.

If we put up to say the stocks of Apple or the stock of alphabet, these are the two that

I am most concerned about, the reason I am with Apple is because

there's really this is not a significant quarter for Apple you did not get the

15 in here what matters for the 15 by the way I think is that T-Mobile is offering

it and Verizon is the ability to offer because the balance sheet's not so bad

so if you're thinking wow Jim say an own Apple don Apple, don't trade it. That means buy Apple.

Now, my view is consistent. There are moments where Apple goes down severely. This is not a severe

mill. I'm talking about a big drop in the day. And that's when you get your chance. This has obviously

been a terrible moment for Apple, except for the fact that this was by far the best performing stock

at that point. So you have these situations

where I prefer an Amazon to an Apple because Amazon just reported a terrific quarter.

Yeah, that was a great quarter. And of course, Apple reports Thursday evening. A lot of concern

about with Apple right now has to do with China, Huawei. But China is also impacting Broadcom as well in terms of not approving their acquisition of VMware. The deal was expected too close today. It didn't happen. Still waiting on regulators in China.

This seems to be more of a bureaucratic issue is what David Faber was talking about than a political.

And my understanding, right, and they're like the way you want to think about it. But that's what broad comments are they leaving, are they becoming a pawn between the United States?

It's a point in a chess board between the United States and China.

I no longer believe that. Take that off the table.

What I think is more important because we're not geopolitical people is that if this deal doesn't go through,

that Hock-Tam will buy a huge amount of a stock.

If it does go through, then Hock Tam will buy a huge amount of a stock.

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