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

CBC Investing Club morning meeting.

One of the things I really want to mention is that I say I want to distinguish between

Open AI and everybody else. Sam Altman is off the rails. He's no Alex Karp.

He's not making money.

The reason I think Karp is allowed to say the things he does is that it's a hyper profitable company that may be high.

This Open AI is the opposite.

I just think that that is the biggest problem with this market is their endless spend

and inability for anyone to rein it in.

Otherwise, everyone would be buying Nvidia again instead of selling Nvidia.

And Nvidia is being hurt, I think, by Sam Altman.

Because what people are saying is, well, he's never going to get those orders.

That said, you know, I think he is going to get those orders.

And I still like the stock. I told many of the people who had so many millionaires. And they showed me their statements. So many millionaires we made with the club. And by the way, this is how people get a lot of their news. It's just this. What we do. They want to 10 minutes. Someone said, could you give us 11 minutes? I said, I'll talk

over with you. Well, I think we can make that happen. But Nvidia is still the center of the

universe. There was a story today. Taiwan Semi reported about how they're trying to get Taiwan Semi

to make even more wafers to meet demand. City, they open up an upside 30-day short-term positive view on

NVIDIA, expecting a beaten raise.

And there's this note by Melius Research that brings up five

topics that will probably come up on the conference call,

whether it's the sustainability of CAPEX growth,

exactly what did Jensen mean with his recent comments about China, winning the

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