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

What I really want to do is give all club members a sense that perhaps the drift out of MAG, not the poor out, but the drift out of MAG 7 may be overdone, and that when you see the numbers numbers I think that most of them will be raised

not lowered in part because by the way cloud people don't what people need to hear this and

I think I got to get this right Ben Rogers for thank you for sharing this there is a

tremendous shortage of CPUs right now yes so if you're in prep on premise that's where you have to buy a lot of CPUs right now. Yes. So if you're in on-premise, that's where you have to buy a lot of CPUs, why not offload

it and go to the cloud where you don't have that problem?

I think that the people who run the cloud from Google, the cloud from Azure, Microsoft,

and the cloud of Amazon Web Services will really do incredibly well from on-premise people moving to the cloud as fast as they can.

Yeah, definitely looking for a revenue growth acceleration from those big players.

That could help our Mag 7 release.

But you can't talk cloud without talking Nvidia.

They announced a big partnership today with CoreWeave and expansion of their partnership to enable

CoreWeave to accelerate the build out of more than 5 gigawatts of AI factories.

Invidia is also investing another 2 billion in CoreWeave.

You got to talk to Jensen and Michael Intrader, the CEO of CoreWeave.

I heard some upbeat things from Jensen, demand. It's true. and Michael Intrader, the CEO of Corweave.

I heard some upy things from Jensen, demand.

Still very significant, really strong.

And he's out in China right now, which is all the talk because we're all wondering,

are they going to make a deal with the government?

Are we going to see orders come back from Alibaba and bite dance?

But he says keep it out of the models. Right, but he gets him incredibly confident.

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