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

Now, I don't know how I feel about the constellations going up again.

The nuclear utilities, they're all...

Consolation energy.

Consolation energy, not Constellation, STC, forget that.

Yeah.

But I'm not sure whether that's the right thing because those stocks are now very highly valued.

But I know that the market likes them.

We bought the right one.

We bought GE Van Nova because they are the real builder of the most likely the small,

when you're looking for these small modular reactors, that's

what GEE over does.

Yeah, and look, the stock could pull back about 10% from its high.

We've been waiting for a pullback to buy a little bit more.

And so we got it, and our conviction in the data center buildout has only increased over the past

couple weeks between

the deal between invidia and open a i open a i and amd uh dell and their investor day yesterday

and that was something initially was received well then came down and now it's all the way back up as it

should have been because del is doing incredibly well now we'll tell you and now it's all the way back up as it should have been, because Dell is doing incredibly well.

Now, I'll tell you that when you look at the bottom of Dell, it was Michael Dell standing there buying for his family.

He shrunk a huge amount of the floats.

That's one of the reasons why it goes up so easily.

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