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

CNBC Investing Club morning meeting.

Now, we have a couple of things that are going on.

A lot of high flyers that are doing well, Palantir's doing well, and AXon.

And, you know, I'm incredibly conscious. Those are terrific stocks.

But we also have some stocks that are doing

incredibly well that may be worth buying in an environment where it's a kind of benign environment.

And I'm going to cut right to the chase and say, we should buy Dupont.

When I spoke to Ed Breen this morning, I have to tell you, that was a great quarter.

That was a great quote.

It was. The stock was up 5% pre-market. Not sure why it came back. I mean the conference call happened. It was a good call. The quarter was great. This is exactly what we do. This is what we do. We find these stories where we know we've got an analyst meeting in September. That's not far from that. Yes, for the electronics company.

We've got the November breakup.

And we also put in the past, there's only one more case involving forever chemicals.

That's North Carolina.

And I think that what you're looking at right now is one of the most undervalued situations I have come across.

Now, it's not a palatier undervalued.

It is a just classic investment that can be

justified by the PE, by the valuations, and by the possibility that there's two companies

that are worth far greater than one. Well, sure. And the one that everyone looks at, why it's so

cheap, it's that electronics business, which supplies, it has a lot of AI in markets, also consumer as well. The AI is really

is what's driving the strength. It grew 6% organically, revenues in the quarter, volume up 8%.

So that's very nice to see. They said on the earnings call that momentum continued into the third quarter

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