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

morning meeting.

Mixed market today.

Obviously, once again, people are trying to figure out the deep seek fallout, which is important

to us because we have some problematic position.

We'll go over.

But I first wanted to just say that the biggest winner yesterday was cyber, and I spoke with George Kurtz,

which was CrowdStrike, and he won the award for this single best stopping of any sort of ransomware.

And I know that it's all in our minds.

I think that the Chinese, as people know, may be using this deep seek as a way to be able to get into our phones.

And that led to a surge in cybersecurity.

And we were right to have two cybersecurity companies.

They're the leaders right now in this market.

Yeah, no, it was a fantastic day for CrowdStrike.

And actually, as you can see, down 14 per day, traded above 400 level. We had the trim some.

We had the long elusive level that dates all the way back to the outage last year.

We did trim some because you mentioned the company and what they're doing with protection.

It is fantastic. But, you know, sometimes the stock does get a little bit ahead of the fundamentals.

And I just felt like a disciplined move to lock in some gains, you know, 30% gains on stock

we bought last fall after such a big run. Software, huge day yesterday.

Salesforce as well.

You had Benioff on explaining how this commoditization of AI is actually positive for them because the value he explains is in the data.

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