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

morning meeting.

Now, what is the single biggest theme that we're seeing in the market?

I think it's a little behind in the scenes, it's a little subtle, but it's cybersecurity.

I mean, right now, there's apparently a very big hack.

I don't use United Health

anymore. But if you're opt-in, apparently there are people who are having trouble getting

their prescriptions fill. Well, that's obviously a negative. And since we're in a business

where you can switch from United Health to Eumana very easily or another company, it's very bad

for, it's very, very bad for United. I bring all this up because

it shows you every single week there'll be a hack that makes it so you should be long Palo Alto.

And that was why we aggressively recommended it over the weekend or a meeting. It's why I think once again it is up.

The history of these cybersecurity stocks is they'll have a

glitch, the stock will go down, and you have to buy the glitch. And that's what happened

Palo Alto. Now, there's an entrant for the GLP-1, which we know are the wonder drugs

that Eli Lilly and Novo had. There's a Viking therapeutic. You'll see the stock is up huge today.

That's a competitor. They have a phase two trial, which looks like it's a Viking therapeutic. You'll see the stock is up huge today. That's a competitor.

They have a phase two trial, which looks like it's a little bit better in terms of the

speed to weight reduction than Eli Lilly.

What the press doesn't seem to understand is that Eli Lilly has a phase three, this is

phase two, to make it so it could go faster and lose as much weight

as this one. Viking, to me, represents, again, without the major backing of a pharmaceutical

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