I'm Jim Kramer and you're about to hear a sample taken directly from today's

CBC Investing Club morning meeting.

Today it looks like this is the Bears' worst nightmare.

We've got money coming out of the Mag 7, so to speak, although of course there is no 7 anymore.

There's really just a Vivida company.

And going to all sorts of industrials,

but also the food group and the oils, this is what banks. Yeah, banks. This is what the bears

should be most worried about, which is the broadening out. I've always felt that you shouldn't

consider that a concentrated group of stocks that go up, a bad market. Because if the money broadens out, well, then what do you have, a good market?

And what did you do?

Sell before a good market?

I think that's a good point.

And just focusing on Nvidia, the stock Tuesday became the largest market cap in the world

at past Microsoft.

And then Wednesday, you know, you had some stories come out saying, well, could it be the

next Cisco and the dot com?

And it's been down ever since, you know, some other semiconductor names are kind of following

along it.

But could it continue to go down?

I mean, it's just had such a big run.

Well, and this is when people realize, holy cow, look, I do have more stock than I thought I did. Let's let some go. I had an interesting conversation with daughters. I was indeed in the Teton area and also in Montana. And one of the things I said was, wow, you know, they're really going to come after Nvidia and they shouldn't. And my eldest said, Dad, you know Invidia. You spend a lot of time there. You understand what they do. The people who have just been fellow travelers who have no idea what they do, they're going to sell the moment the thing starts rolling over. Yeah. And that's, look, my kids have been schooled by a mom who was a great trader and by a dad who tries to have some sort of relevance.

And boom, you get into a situation where you realize, well, wait a second, maybe a lot of people don't know what Nvidia does.

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