Jim Kramer here to share with you a sample of my take on the market from today's CMBC Investing Club warning meeting.

The wonderment that I have is that people keep thinking there's just four or five companies.

There's actually, I can name like 50 companies that are doing well because they're involved with Tech Titans.

Listen, Honeywell wants to be involved with the tech titans with this acquisition. Well, I mean, and just to go back, I could argue it's good for DuPont's electronics business as well. Extraordinary, but no one's focused on. Taiwan semis is a customer. It's great that you mentioned that because we're going to come in one day and DuPont stock is going to be a five.

And people would say, well, why was it up five?

And the answer is what we just said. And I think that you have to own DuPont right here. It's just not dawning. It seems like it's stuck in this, you know, the breakup, purgatory. want to wait but you know don't count out bring to who's the chairman now by the way

yes to look to extract value by want to wait but you know don't count out brein to who's the chairman now by the way

yes that's right to look to extract value by ahead of time in the market I mean I

okay I would actually buy some right here I mean we blast by was what 79 I don't

yeah I think 79 78 right around here I mean look it's definitely

captain if you don't own it I would definitely buy some some. Definitely like it from the upside. Well, don't wait until you go to 76? If it goes to 76? Yeah, we'll keep an eye on it. You mentioned Honeywell, too. So they're in the news. They make an acquisition this morning, spending $1.8 billion to acquire air products, LNG heat exchange your business.

A small deal, but it complements their existing LNG portfolio,

and there are pre-treatment solutions for LNG a market that is expected to double over the next two decades.

Heat changers, they do for NAC gas.

We know that NAC gas is going, look, look, every one of the tech titans would like it to be just solar and wind, but you can't. They cannot power all the data centers. They need natural gas.

Tom Kotara said that. David and I were kind of going back and forth. Tom Kotterer is talking about

Walter Kotris. Of course, she's a atomic Kotara, Tom Jordan, CEO of Kotara.

But we also, I think, are taking a look.

That means that you want to look at Eaton and go back to Dover.

Those are, once again, those are stalled.

The Eaton chart doesn't look good, and I think that's really bothering.

Yeah, it has kind of stalled out here toward the beginning beginning of the year you have a couple analysts

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