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

Jeff, I have to tell you that in terms of the negativity that I saw this morning, if we were not oversold, I would say,

let's just find out what's down the most. Go buy some micron. I know FedEx is a little dangerous and Nike was terrible.

Lenore had some problems and you can say, listen, those are all bad. But I do think that we are

starting to throw out good ones. And Micron was a good quarter. And Micron was the quarter that I've

been looking for for a long time. So I'm reluctant to be able to say, I know I was looking it, but now that way I have it, I don't like it because that's what you do with when you're not a serious investor. I went to Home Depot yesterday. It was really a fabulous story. You can decide I want to sell it because of tariffs. They'll tell you, look, there's not that much it's tariffs. So the negativity is really, I think it's getting to people and people are just throwing stocks away.

That's opportunity, but I don't want to get too far ahead of the tariffs.

Sure, the reciprocal tariffs coming April 2nd, certainly an overhang the market continues to grapple with.

Yesterday, it looked like we were having a pretty good day, gave it up towards the end of the day.

S&P now on pace for its fifth straight weekly decline.

So obviously a lot of negatism, negativity out there.

And then when you look at the companies that are down the most today, it is interesting.

It's all the ones that reported last night or gave some type of prelim outlook.

And it just kind of shows you that where we are in the earning season, when you've had to deal with the week, February and January, and maybe you're seeing some uncertainty in March and you have that tariff uncertainty looming.

It's just leading to some downbeat forecasts and that negativity is spreading.

But I thought your interview yesterday with Ted Decker, CEO of Home Depot, made me feel better.

There is some optimism around there.

It's not just mortgage rates, right?

It is the aging housing inventory and the needs for repair and remodeling.

Yeah, look, I mean, the stock down six today. Stock's now down, well, almost $100. That's very unusual for Home Depot. Home Depot is a large dollar

amount stock, $348. People are fleeing the stock. I think there are people who don't recognize

the history of Home Depot and how it's done when housing prices are high versus when they're

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