Jim Kramer here to share with you a sample of my take on the market from today's

CMBC Investing Club warning meeting.

Meanwhile, we continue to see a lot of love still for this power generation theme.

We have Barclays, Razor Estimates, and price targets on a bunch of these related stocks. GEVernova is their

favorite because it's the, has the highest exposure to what they call is the best part of the

electric utility cap-ex, which is power transmissions. And that's more than offsetting their

exposure to win. They raised to 550. Goldman Sachs also goes to 570 this morning after an investor lunch with the CEO.

This is out in London.

Barclays also raises the price target on Eaton as well, but they're more neutral all day.

But let's just talk about what's going on here.

We have two, this is when I want to talk to you about to maybe trim some.

I didn't like the way the stock just got crushed. New

CEO, I thought that the bill of particulars was good, but I don't think it's going to stay up there

like this. But let me tell you what I think is really interesting here. This is being run up by two

different kinds of investors. This, you see a straight up is, because they do have the best nuclear, but they

would tell you, look, the Scot Trazier told me, listen, it's going to be 2030, but it

did seem previously to 20302.

The people who are buying for turbines, they're not paying on it this, because they know

that turbines is wild, it's a lumbering business And they can only, they didn't expand the,

I asked them, I pleaded with them to expand manufacturing capacity because they were talking about how

you, if you want to change the trade balance, you buy a turbine. But there aren't any turbines

because they did not expand. Why? Because they've been beaten down so many times. Every time

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