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

CBC Investing Club morning meeting.

There was an upside 90-day catalyst watch placed on Dover today by City.

They view it as underappreciated visibility to accelerating growth in several leading

relatively high-margin niche businesses.

We've talked about these before, like biopharma, thermal connectors that go into the data center, heat exchangers. Well, he's been upgrading the portfolio going for high multiple from low multiple. I think we have to buy something. Now you said, well, are we violating the basis? This stock is nowhere. It's nowhere. Essentially a flat year-to-date. Down a little bit today, despite the good news. I think it might be on just some of the tariff headlines that do get, I was checking back to their last deck, 30% of their cost of goods solds come from Europe. So a 30% of tariff may be impacting things. But I would caution reading too much into that because Dover also does a lot of local for local business, so they make it where they sell it. So the impact shouldn't be that significant. So, yeah, I like the idea of picking it up. It is a relatively cheap. We have a lot of cash. The stock is down. I know we're overbought, but this is certainly not overbought. I really like this scenario.

We have a lot of stocks that I think when we're a catalyst watch, that is not idle. I'm not saying someone knows that business information, but there's obviously a lot of deal talk, and we know that Tobin wants to do a deal, and I like it. I like it, and we should buy it. NVIDIA, nice interview yesterday on CNN with Jensen Wong, saying U.S. shouldn't worry about Chinese military using U.S. technology essentially because they can't rely on it, because it could be limited at any time. Yeah. What do you make of that? Well, first of all, he went on the wrong network. He was on CNN. He forgot the big. And Verid is very anti-tariff. anti-tariff. So, you know, the way the president works is like, what is he doing on CNN? Second, I think that they feel that he is too close to Beijing, completely

untrue. He's not close to Beijing. Third, they are still reeling off the idea that perhaps

Deep Seek and many other Chinese people actually are buying these

the grade A number one chips using transshipment from out of Singapore. Not true. Just not true.

I mean, Nvidia has a total handle of this. Now, Jensen comes back and says, look, we want a strong

dollar because we want everybody to be on a dollar standard. He says, now we want a strong AI.

We want everyone to be on an Nvidia standard.

I think it's so brilliant.

It's elegant in its solution.

And I think that the administration should take him up.

However, the administration tends to believe Al-a also with Tim Cook.

Too close to China. There's nothing

in Jensen's

repertoire that tells me too close to China.

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