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

CBC Investing Club morning meeting.

Well, the action today, much more broad than what we saw yesterday.

Of course, yesterday it was all about Oracle and the AI chip names, NVIDIA, Broadcom,

they were all screaming.

AI infrastructure stocks, too, the industrials, Vernava. But today, a lot in as well, a much more broader rally, at least for the start of the session today. And the financials are leading us, but you know, that's great. Those are mostly a 15 times earnings. I didn't see COF yet. Everyone's so excited about Klarna and they're excited, you know, they like a firm, please do not forget that COF is a gigantic credit card issuer

that also has a system.

Yeah.

Thank you.

Mainly when we talk rate cuts, we always talk about the housing sector too and how badly it

needs mortgage rates to fall sustainably below, you know, call it 6.5% get down to 6 to really see a pickup

in activity. And, you know, with the data today, we're seeing that reflected in shares of Home Depot.

Yes. Remember this is the other day. I said that you need to buy Home Depot for those who don't.

Now, again, I'm not a chartist, but this is my favorite chart in the entire book.

It's a reverse head and shoulder.

Thank you, Matt Horwee, my writing partner, for recognizing this.

And I do believe that this stock is going to go $500.

Yeah, we did, we mentioned the AI yesterday, not seeing a big kind of carry forward into it today or so oracles down

broadcom down right that's had such a big run that oh my god it's almost it's tempting the right

size parabolic move i do want to mention this in vidia this was an upgrade to buy a da

davidson price target increases to 210 really what they're just focused on is the growth in AI compute demand.

They say the most important thing is the overwhelming growth in demand for compute. It's the

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