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

CNBC Investing Club morning meeting.

It seems like a very mixed day because there's a rotation going on, people going out of the hot stocks into coal stocks.

And I've got to tell you that a lot of this may be literally we're oversold

and you don't go and buy the stocks when as soon as you're you know or we're kind of

almost oversold you don't want to go by the the stocks that I would describe as

meme stocks yeah what you do is you want to buy the real stocks yeah I think that maybe there's just like some fatigue in that, right?

Some of these stocks are just going up endlessly day after day.

You know, they're just prone for some profit taking, set up for some profit taking.

I mean, seeing it in, you know, the crowd strike today.

No real news.

Had some positive news yesterday with the Microsoft hack. But, you know,

the AI infrastructure stocks, maybe it's off this Stargate report by the Wall Street Journal,

that it's a little bit slow to get out of the, you know, get off the ground running,

you know, even though that OpenAI actually had some announcements today.

But it's not a bad day. It's just that you get it. This is a Palantir no-go day.

And, you know, those stocks need a rest. And I've been trying to explain Park,

Palantir and Ufflovin and Robin Hood and Coinbase. And these are stocks where they're just up every day. If they quit, then people say, wow, why am I in this?

So be careful.

Please be careful.

Well, the worst performing sector year to date has been health care,

and health care is actually the best performance sector today.

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