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

CNBC Investing Club morning meeting.

I will point out that we have this weird leadership, and the leadership today is energy,

energy and materials.

Energy's been very, very strong.

It's been a good month for both of those groups.

Energy is coming back, Kotaura around 28th. Yeah.

I mean some material stock's doing well. DuPont's come all the way back as well.

Amazing. From that shortfall in earlier this year. But yeah,

meanwhile, tech a little bit lower today. Some of the mega caps excluding

Nvidia. Invidia is up again. Yeah, the attack by Europe on certain large caps. The hangover for Apple,

I'll explore that again tonight. It's not clear to me how much we should think that Apple's really a threat,

really going to be hurt by justice.

It's not clear to me at all.

This weekend, I did a column about Nvidia.

Yeah.

And I said that the companies that are closest to Nvidia are Amazon Web Services.

They do the most.

And then secondarily, Dell is really important.

I do want to point out the synopsis is the company that

makes it so that you have the design by it you have the design by Nvidia. Then you go to

synopsis and loads it with the software, 208 billion transistors. And then it goes to Taiwan

...