I'm Jim Kramer and you're about to hear a sample taken directly from today's

CBC Investing Club morning meeting.

Can we put up to G.

G.Vernova for a second.

I want to show something that's really, really interesting about G.

Because this is the one that is at the crux of the problem we have, which is that G.

Vernova is one of those companies.

Everybody knows that this company is doing well.

So what's happened is that people think, you know what, everybody knows.

My experience, so don't buy it.

My experience is the exact opposite.

This is a consolidation and then we're going to go like this. So just because,

I mean, that is the pattern of alphabet, that was a pattern of AMC, that was a pattern of Oracle,

this is going to have the same. And the reason I feel that confident is because after speaking

with Scott Tracacacic, I realized no one really has any ability to make the grid produce more electricity other

than GVernova.

Now I know that we know that Elon Musk is saying let's have batteries and that'll do it.

We don't have batteries.

It's this company.

Yeah, I thought Vernova and Vertiv were two good case studies the other day because

expectations, investor expectations were high given the big runs year to date.

So they both reported really strong quarters and then you saw the reaction lower initially.

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