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

morning meeting.

The big reason why this all came after Jensen at CES, talked a lot about Ruben versus

Blackwell, Ruben on track for the second half.

Which is good because last year at this time, Blackwell was not on track.

Yeah, big performance uplift, 10 times reduction in inference token costs,

three and a half more training performance, 2.8 times more memory bandwidth.

So you're getting even more power for the same, if not less.

And apparently said he doesn't have the same cooling needs despite that higher power.

So that's why we're seeing some of those.

He often talks to me about total cost of ownership.

It's not done, not talked about enough, meaning that if you add all in what you get when

you buy one of theirs versus all the others that you would have to put together, it's cheaper.

And the idea of having to put everything together

is what people have been doing. And, you know, so if you buy four of Blackwells, you may

only need to have one Vera Rubin. And I think that people have to recognize that it's

Jensen says at the beginning of keynote, look, we don't do these things idly. We don't just put

out a new one and it does, and it's incrementally better.

It's dramatically better, which is one of the reasons why I've liked the stock so much.

Now, is it up as much as sand disk?

I can go over that and kick myself, whatever.

That doesn't make us any money.

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