Hey, it's Kramer, and this is my morning take on the market from today's CNBC Investing

Club morning meeting.

Why don't we just get right to it?

Let's talk about meta, because it was a nice quarter last night.

I don't think it's, you know, if we could stay, if the market could stabilize, this

could be up a lot more.

And the reason I say that is because this was probably the

cleanest first quarter guide of any company I follow. They are very, very bullish. They're spending

a lot, but they're getting a lot more. I remember in my meeting meetings with Jensen. I know I go to

Jensen a lot, but he is the go-to guy. He said, look, one day you'll wake up and

companies will start using Egentics and they'll start getting tremendous productivity and you're

going to realize the power of what we've got. That's what this is happening. Right now.

And that revenue guide was powerful. So they did 24% in the quarter and then they guided

revs to 53.5 to 56.5 billion, well above

consensus, 51.4 billion. It does come with more expenses, CAPEX, just huge numbers here.

115 billion to 135 billion for the full year. And that's helping a lot of the industrial data

center complex. I saw Eaton up nicely today. Yeah, Eaton is very much in the same boat. You know, Caterpillar Eaton, Cummins. Boom Energy, by the way. I mentioned that for younger people. There's the one. But so why do you think the market, you know, expenses much bigger than expected? Why do you think the stock's up 8% even though? Well, first of all, it went down a great deal because people felt that you were not monetizing it. There were problems. So, you know, you're spending a lot not getting anything and he's spending a lot on energy. Well, now we see why he's spending. He's spending it because every dollar he gets is going to get in a lot more. I get the sense, and I actually have someone who did

this, that you do call them, you say, look, here's what I make, send it to $3 billion,

and then the customer is incredibly satisfied. It is an amazing company right now. They're

talking about monetary. Remember, they have 3 billion people, and if you can figure out who from your data.

Who might want that parka? Your numbers are going to, the parka company is going to explode.

I mean, I'm talking to my daughter, I'm telling her, listen, find out that she's a potato chip company.

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