I'm Jim Kramer and you're about to hear a sample taken directly from today's

CBC Investing Club morning meeting.

Now I think that one of the things that we have to emphasize is that this has been a

continual rally for the big cap and we see great action in Microsoft Coast yesterday at

a new high.

All time high. How about that?

People go back, we bought some stock when it was cratering from the 350 level.

Just the right thing you do.

I mean, look, two quarters ago.

We didn't make mistakes, but we made some good moves.

Two quarters ago, they gave a revenue guide that people thought they would have

saw more of an uplift from AI, some monetization

there. But we bought it a couple times. Then of course last quarter, the one they just reported,

fantastic, big acceleration in Azure growth. Co-pilot general availability just started November 1st

on the earnings call. They talked about the positive feedback they're

seeing there. Yeah, so, I mean, a lot of people felt that, a lot of people felt that Microsoft was

not necessarily going to be able to monetize AI, and that's proving to be opposite. That was,

I think, one of the wraps. I'm trying to remember. What else were the wraps right here?

They have a huge investment in

open AI. That's their big AI collaborator. But why do people not trust them here? That was just

genuine business slowing optimization. Yeah, I think it was some of that. Again, it was this

concern that they're investing so much in AI, but they're not going to see the revenue benefit

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