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

CBC Investing Club morning meeting.

We've got a very interesting rotation going on today which is out of tech and into the

staples of which it reminds us why we own Proctor, why we own Abbott and why we own GE

healthcare. Yeah, healthcare too.

Doing pretty well.

You mentioned out of tech.

Some of the semis that were just rallying furiously over the last couple weeks are giving back some gains.

Seen some profit taking Mag 7.

Eli Lilly, which I think many lump in together with the Magnificent 7 as well.

We'll see if it leads to more.

You got Nvidia earnings later this week, Palo Alto tonight.

Yeah, no, Nvidia is very interesting as I was with Scott Wattman this morning, not my usual gang.

And Scott was talking about the whole shooting match that Nvidia is everything.

I want to point out, I may do this tonight because I like to make it so that people understand

outside of the stock world. But this is Taylor Swift, okay? I mean, every time you think that she's

achieved what she has to achieve, she comes out and shocks you. I was watching some Jensen notes about

what he's going to do with the next conference in March. He's already thinking way beyond this. He is not going to be constrained by the four walls of a chart, which says he has to break out here.

What he's talking about is next-gen stack that no one has. I mean, in other words, putting aside and leaving behind advanced micro.

Yeah, we'll talk more about Nvidia tomorrow ahead of running.

And our big confab on Saturday.

Absolutely. This Saturday, the 24th, our annual meeting is this Saturday.

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