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

CNBC Investing Club warning meeting.

Everything we hear about investment in AI, I mean just think that last week to the

hyperscalers, they all raise their CAPEX forecast for the year, they all signaled 26

will be a higher level of investment, which is, you know,

I think it's a good segue into Eaton today because it's a frustrating reaction. But I, again, I think

the long-term trends still strong. It was a slight sales miss. Although revenue up 10%, adjusted EPS

beats by a few pennies, they were at the high end of the guide there.

But look, accelerating orders, continued backlog growth, electrical Americas, data center orders were up 70% in the quarter.

Aerospace, very strong.

You have orders up 11%, backlog up 15.

Where the weakness is, vehicle, e-mobility, those segments, but they're small.

It's important to point out.

You and I went over this and over this and over this.

We have made a series of sales, and we did not do that for, say, Amazon.

For some of the, for Lidavidavit.

Why do we make sales?

Because we know that this company under the CEO is very

inconsistent in the way he reports. And it makes it difficult. So what happens is, is that we had to

sell because we didn't want to get walloped. And we feel if there's a second day, I'm telling you,

I'm back in here, buying the stock that we sold here. That's portfolio management

with a company that doesn't know how to play the game. Right. We sold 25 shares, October 24th

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