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

CBC Investing Club morning meeting.

Nuclear power, well, Patty Poppy, who runs Pacific Gas Electric, PGNE, and said, look,

you know, all this building is going to probably end up nil because there's a lot,

a lot of spare power. Yeah, I was curious about that, because I think that kind of goes against what G.E.

Renova's been saying, too, and just how important we need to continue to build out all these gas turbines and all the gigawatts added.

She's saying that if you look at the grid, the grid is more robust than people realize.

Underutilized, I think she was saying.

Underutilized, I think she was saying.

Underutilized.

And also, Hamid Mogadon is building using solar panels and you don't need as much power.

And he said that all the hyperskills are calling him, and they don't seem to know all that much about power.

So I just keep in mind that I think a lot of these nuke plants, I think you should sell the nuke stocks, at least sell.

The ones that are probably, you know, no revenues, maybe little revenue, a lot of the speculative areas, you continue to beat the drum on that. Well, I need that because I can't have it to be. In 2000, at the street.com, I wrote this piece saying, okay, look, it's over, and I'm going into bonds. It was not looked at it at all. It was March 15th. It was one of the best calls of my life. And I don't want this call to be overlooked.

I'm trying very hard to get people to take profits in nuke, take profits in rare earth metal, without

doubt. Take profits in the data center adjacencies. I'm not buying those. Please take profits.

So take profits in some of these more speculative

areas, buy real companies with those winnings, maybe one like Apple, stocks higher again.

Yeah, you went by Dell? I mean, Dell's fine. AmD is fine. Inviti is fine, okay?

But I just can't have people lose money on this. And I am being really serious to people.

If you're watching this, you're going to go take something off. Okay? Just go take something off.

Start your day with my outlook on the market every morning. Visit cbc.com slash morning

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