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

morning meeting. Jeff, we've got a mixed market. Maybe that's because people are on hold because

the Fed meets today. Treasury yields mostly unchanged. I would say, though, that I think that once we get this

out of the way, I think we're going to resume a tech rally given all the things I've

heard out here with Invidia.

Yeah, I think getting it out of the way is a key point, right? I think we're all,

everyone's talking about Chair Powell probably leaning hawkish later today. It'll probably happen,

but I think the market understands that. After last week, the move up and yields is still.

But I agree with you.

I think Nvidia still the big story.

You know, you had your interview with Jensen, a two-partner so far, squawk on the street,

and mad money last night.

Another round coming later tonight.

Can't wait for that.

But I just thought the interview and everything they

announced at GTC is so impactful, you know, not just what NVIDIA is doing, but really for

society as well. Anything? I have a few notes I want to highlight. Anything you want to talk about

specifically first? Yeah, I think that we got to talk about allocation.

I believe that the new chips, this Blackwell, are so powerful that everybody who you see

in this room want some, but you can't.

They'll come out later this fall.

They are game changers.

...