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

CNBC Investing Club warning meeting.

Our call last night on speculation is playing out.

I want to sell speculation and buy quality after speculation sold because initially everything

gets taken down.

The warning was really about nuclear, about quantum, about extraneous companies that are flying

cars, about health care that is too speculative to invest in.

But I did not mean to sell something like an Nvidia, which I think is really good, but

I can understand Nvidia going down without a problem.

It's unprofitable companies, I think you're probably a little more worried about.

Non-quality versus quality.

But look, anytime a stock goes up, call it, you know, 15, 20% in a straight line,

it's always a warning sign for us to take a little bit off the table.

I always go back to Broadcom, the move it recently had, took some off at 362.

Parabolic. It's already pulled back 10% since then. It's a great company, profitable,

a great long-term thesis to it, but sometimes in the short run, things get a little bit ahead of themselves.

Well, Micron too.

Micron was up 40% going into the number.

Now it went from 172, I think it's all the way down to 150s.

I want to emphasize that this is, we haven't had this for a while.

This is why I don't like parabolic.

This is why I don't like you,. This is why I don't like you,

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