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

morning meeting.

Right now, I got to tell you, we're in one of those moments where because of what happened

with the banking segment, there's a lot of leeway for stocks to be able to rally, and that's

exactly what's happening.

And it's being led by the

NASDAQ, including some of our friends in the NASDAQ. Yeah, do you think also could this be some

type of end of quarter markup? You know, the NASDAQ greatly outperformed this quarter. People have to

show you on Apple. You know, thank you. Yeah. So some of that also in play because Treasury yields,

they are slightly higher today and we've

normally seen when yields go up, NASDAQ doesn't outperform as much, actually, I should say,

even though.

Well, I mean, look, a lot of what's happening in the NASDAQ has directly to do with

Nvidia.

Now we've been riding the Nvidia horse for a very long time and that's because

Nvidia is now developed into both the software hardware

company and it's the principal reason how you can even have

something Elon Musk is worried about which is chat cheap T and

dehumanization of machines well of us. Now look I want to

explain to people.

If you spoke to Micronference and say, look, sure, chat GPT is coming, but we're far, far

away from it.

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