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

morning meeting.

The thing is about Mike Ron is that people always say it's boom or bust.

That's why they're selling it.

It's not.

It's not because they're in the poll position for, for, for, for Nvidia data systems.

Yeah.

I found it interesting too.

He said the consumer oriented markets

was actually some strong sequential growth getting better cell phone getting a little bit better now i don't

want to get diana i don't want to take that to me and you should buy apple because i'm not

pushing that right now but i do think that he has employed panably i ought to and right now you

don't know whether it's pulled through or not,

but you feel pretty good about the economy after listening to a man who has probably produced

more integral PCs than integral chips than even Intel PCs.

Yeah, well, it's certainly translating to Nvidia Broadcom today.

Invidia, new all-time high yesterday.

It had its annual shareholder meeting.

Jensen Wong talking a lot about how.

And it's what he said before.

Robotics, kind of the next way, physical AI.

I think that we shook out a lot of people here.

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