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

morning meeting.

Let's focus on Nvidia first, because obviously that was such a big story last night,

Jensen Wong, his CES keynote, declaring that the chat GPT moment for general robotics

just around the quarter, agentic AI, self-driving cars,

humanoid robots, all, you know, really just kind of the next frontier, these new trillion-dollar

market opportunities, Jensen explained.

Well, I'm going through both the blogs and the blogs were all available and watch, of course, the presentation.

It was excellent. And the major theme here is that those who believe that these guys are going to be in a dog fight with Amazon, they're leaving that behind.

They'll still make those chips. But they have, for instance, a huge data center in Tennessee with

Musk for Tesla. Well, he basically said that Toyota's going to do the same thing. Toyota's

right. They have big firepower. They can become the next biggest customer. And the Chinese

are going to be customers. And I just find that when you listen to it, what he's saying is we may all have robots

and it may happen much sooner than we expect because the robots are going to be humanoid.

And therefore, things like the sales force, things where you have a gentic Asian that is

basically going to be onboarded to your company with service now,

satellite, well, that's the new world.

And the new world was doing well, and then the rates went bad, and we don't care about

the new world.

Today we don't care about it.

And Toyota, that was a nice win.

They're using Nvidia's self-driving platform.

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