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

Jeff, that this is a day that is very distorted, I'm going to point it out because we follow these groups very closely,

by some comments by Joe Tsai out of China, saying that maybe there's a gigantic overbuild, a bubble

in AI. And I am having just come back from GTC from the world of Jensen could not disagree more.

And so I bring it out first because we're involved with it with the cloud. And that's broad comment

that's going to go down. And that's obviously invidia is going to go down. And that's what's

occurring. And I think that people should recognize. I think this is a wrong call by Joe Sae. Yeah, it's to go down and that's obviously invidia is going to go down and that's what's occurring and i think

that people should recognize i think this is a wrong call by josiah yeah it's also the industrial

companies as well that are so important to the build out whether it's uh eat in um that would be one

in the portfolio you know his comment is interesting because what I hear more often is that

not necessarily that we're building too fast to meet up to meet the demand for services. It's more

that there's going to be electricity capacity straits that won't be able to power all of these

AI factories. So it is interesting comments. It's one comment, something to be mindful of. We'll take the stock. But you didn't get that impression. No, no, if anything, Jensen Wong told me, listen, there were a hundred times more compute that we need than we have. Now, I want people to understand, when I say compute, that means they need data centers. I mean, you need data centers.

That means core weave, which is coming public. Now, I think the core weave is going to be a good deal. Yeah, certainly one to watch. Hopefully we get a good deal, too. That might inspire more companies to go public. Exactly. Which is certainly what we're missing. No, we're not. Well, we need that for Goldman Sachs. Yeah. Now, we have a stock that, frankly, I'm blown away by, because we bought it all the way down,

believing in Capital One.

And this morning, BTIG upgraded it.

And I've got to tell you, they use, if they get to deal with, and David said they may not

this morning, we'll discover $427 per ship.

Yeah, the price target's certainly out there.

They're closing a 13 times multiple in 2027 earnings estimates for Capital One. But interestingly

enough, they think that even without the Discover deal, the stock is worth $208, and that is a reason why they do upgrade to buy.

So we tell people to hold on on this one?

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