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

You did mention a little bit earlier, the data center trade, red hot, there was a price target increase on GE or

Ronova, which certainly plays into that as a power supplier to these big data centers.

You know that when we bought that, I knew. When we bought that, I just said, okay, listen, we have to bite the bullet and buy it because I've been waiting and waiting, waiting, but we would never have bought if we didn't think there's still a substantial upside. Do you know that I still think there's substantial upsides? Yeah, and Morgan Stanley, they think the stock can go to five. Well, it's actually almost there now, 511, they raised from 422, but why

they increase their price target, stronger conviction in the company's ability to execute

on high margin opportunities within power electrification, pointing out pricing power within

gas.

We've been talking about how these gas turbines so supply constrained leads to a lot of pricing

power on the company's ends.

I wish they had, but we're producing more. I will say this. Here's what happened with this thing, okay? turbines so supply constrained leads a lot of pricing power on the company's ends.

I wish they had producing more. I will say this. Here's what happened with this thing. Okay.

This company, when it came public, was mispriced. Why? Because we didn't know about the

Industrial Revolution. Industrial Revolution, obviously, is the data center. We did not know

that they would be souped nuts, that they're not just a turbine, but they're also

built a lot of electricity. We didn't know that there would be a fight with many of our

trading partners where you either buy Boeing or you buy turbines. So there were so many

secular trends that suddenly went with these guys that it deserved to have to go

to the moon.

And it's going to the moon.

Now is it a Palantir?

It's not a meme stock.

It's good order.

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