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

CBC Investing Club morning meeting.

This is one of those days because the bonds are benign, we're seeing companies that have

high growth that deliver numbers being rewarded with incredible gains.

Hence why I'm calling us the data dog market.

Because what's happening, obviously,

is you have Datadog, you have MongoDB, you have Snowflake, and then you have some that we have,

Salesforce, Microsoft, Oracle. And by the way, Palo Alto all going up just because Data Dog said

that the spending is back. No more optimization. Spending for these software enterprise companies

is back. Yeah. And that's what Sue Ann. And Palo Alto, too, bouncing back after a couple days of

declines. Remember last week, Fortnet said there was a weak firewall market. They had some

own execution issues too. But then overnight, we also learned of a new data breach from Las Vegas

Stans. So once again. And Crowd strikes up again. That's because of the data breach. Yeah, and that all underscores the importance of cybersecurity, the importance of that market. So you're seeing a nice move higher. Right, I mean, this is one where I think that you just have to take my, you know, because it's one of the best performers in the entire year.

And I think that it's going to have no problem breaking out here,

given the fact what we hear from Data Dog, which is also security,

indicating because it's terrific.

Now, at the same time, we have a couple things that are really interesting,

which is that also helping the bonds.

Oil and gas are breaking down.

It's really interesting.

Below the level from where the war in the Middle

East broke out. Extraordinary. Actually, now well below. This is very important. We have a warm

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