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

morning meeting.

I think people were looking yesterday for this potential Supreme Court decision on tariffs.

Nike as well was a big gainer yesterday, and we saw a little bit of a pullback in both stocks

shortly after 10 when we learned, we're not going to learn to see it today.

Look, I'm a believer, by the way, let's just talk Costco. They want to return the money to the members.

And that will boost membership when people see them doing something like that.

And this, again, has become my favorite name for now.

I think this is a company where this was, obviously, the reups were not as strong.

I think the reups could change.

Renewals.

Yeah, Renewals.

Yeah, Renewals.

And I just think that this is, you know how we say that Boeing might be my favorite when it was 180.

Yeah.

I just think that this at Capital One at 150, that's what this is.

It is a coiled spring because once it gets one number right, that one new number, people are going to go crazy for it.

And it's the online sign-ups. It's not really

people that go into the stores. It's people that are online and shop. And they had really strong

December monthly sales and saw. But they also said they don't tell better stories. We don't have

Richard Glanty to tell the story. He would tell them good or bad. I just think the narrative

is told poorly right now.

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