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

morning meeting.

We got what I think was a realization this morning that we have growth with declining

inflation.

That is perhaps the most bullish scenario there is.

So therefore, we're seeing widespread buying tech,

discretionary, communication services, materials, and industrials. And Jeff, there's only a couple

laggers. So the ones that we've been telling you had to get out of. Yeah, no, absolutely.

And this all goes back to the Fed cutting interest rates by 50 basis points yesterday. It was a big

debate. Would they do 25? Would they do 50? They did 50. And initially yesterday, there was a little

bit of a pullback. Perhaps there was someone that was concerned about the economy. But we had some

data this morning initial jobless claims hitting the lowest level since I think it was

mid-May. So it's still a good sign that the economy is still doing well. So you're seeing a lot of,

I'll call it more like risk-gone activity. The semis are leading the charge this morning.

And Vind, who you had on last night. Boy, I've got to tell you, at Lisa Sue's the most bullshit. I've heard her what she's saying. Obviously, there's room for two. There's a tremendous man for AI, but also for her Turin chip. That's the most latest chip that would be used perhaps in the artificial intelligence PCs. Look, I think she's really taking it to Intel. I think there's a lot of news about Intel today. They're not going to sell

the mobile eye. Every single day there's news about Intel except for the one thing I want,

which is robust sales. And that's what Advanced Micro has. Yep. Now, at the same time today,

we are seeing a big rally, S&P, all-time high. Oscillator was still overbought yesterday.

So we did make a sell into this morning strength,

lightning up on some Morgan Stanley,

which we've been talking about for about a week now

as an idea to trim as the market goes higher.

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