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

CMEC Investing Club warning meeting.

There is a bit of weakness overall tone, but I'm focused on two things.

Tech, which seems to be in a scramble to move up, in part because I think problems with

Intel, people are getting excited about other semis.

And then a balance against that the oscillator, which is now a 5.5, which is something that says we're not going to put money to work.

Yeah, overbought. Remember anything above four? Overbought. We are also coming off the best month of the S&P for the year.

But we're also entering a very seasonally strong time

as you had closer toward the end of December.

So some dueling, dueling forces there.

You do have yields a little bit higher today.

They did come down pretty significantly last week, but picking back up today, had some

decent economic data, and then also the

threat of tariffs also always out there as well. Jobs report Friday. Why don't we talk about

some things from last week, though, a little bit of a catch-up. Starting off with Crowdstrike,

because they reported Tuesday evening. Now, we go over, and line by line, we have a very good reporter on it.

If you want to see exactly, I think our report was really excellent on it.

You have George Kurtz on tonight, and I would tell you that this quarter was fantastic.

The problem is this. This bar, it borrowed, just like not Palo Alto.

So I want to urge everyone to recognize this is the opportunity. You do not get this kind of opportunity. We saw this, by the way, I know there's some different industries, but in TJX, where the company reported, and people said, ah, it just ran from 100 to 120. There's no upside. It didn't read that great. Well, and then you look at TGX, and it's just been incredible.

I think the crowd strike's going to have a similar move up, and I'm urging people to be in it.

Yeah, I mean, look, with CrowdStrike, very little churn, gross retention, 97%, strong, top in, you know, in revs and earnings, ARR.

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