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

CNBC Investing Club warning meeting.

And I think that what people have to recognize is that we're getting to a plateau.

Let's use the term that we're getting to a position where the negatives are known and we get the negatives,

and so therefore you get an initial down.

Now there's situations where you have no negatives, eaten, no negatives, trained, no negatives,

and those are true winners. I'll talk for those tonight.

Then you have a caterpillar where you had many divisions that were good, one that wasn't.

So that gets hit yesterday, the next day there's revaluation. AMD good, one that wasn't. So that gets hit yesterday.

Same next day there's revaluation. AMD, a division that wasn't good, gaming, and then the next day

people feel we should look at artificial intelligence. I think the same thing is going to happen

with DuPont and Humana. I think that both of them, Humana was very good. It had one line item

that wasn't that good. DuPont had green shoots. This is a very inexpensive stock. You're buying what I think is a quality cyclical at a very good price.

And I would be inclined to buy down 1% some DuPont after this meeting.

Yeah, look, the key thing is that there are electronics and industrial business. That is bottoming. Revenues

down 13%, but bottoming. You had the interconnect solutions part was up 8% sequentially.

Semiconductor technology is flat, but the big thing is that they see this D-stop over by Q2.

Then you'll get a nice volume lift here. And as volumes improve, margins will improve as well back to the mid to low 30s.

And by the way, this E&I recovery, it's not just PCs and smartphones.

They also benefit from server demand and AI.

So there's a lot of good semiconductor tailwinds here that should play out over the next couple of quarters. Yet China was weak

in the water and protection side. So that's why they shaved their full year guidance just a little

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