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 that I've noticed in talking about is the absence of news market goes

higher.

That's a bull market.

People don't want to call it a bull market because they're afraid of most of the bear market

and they play a YouTube tape and it looks like you're an idiot.

But the fact is that the vacuum goes to the bulls, not the bears.

Yeah, we saw that play out last week, not a lot of major news, economic news last week.

We'll have some events later in the week, PCI tomorrow, CPI Wednesday.

So those will be important as well. Then I'm looking out even further in Vida earnings coming up as well. Obviously, that's a big one. And I know that Ben Reaches, who's been very right, by the way, at Mellius, is talking about how this still should be a beaten raise. A little worried about August and November. But what he reminds us is that there's something beyond the quarter. So there's a Dell meeting. And I want people to

understand that Michael Dell has the most solid relationship with Jensen of any of any of the,

not the hypers, but the implementers. So that's going to matter. And he also brings up the point,

don't forget, you know, all these hyperscale companies, the

Metas, the Amazon, the Microsofts of the world, they all raise their CAPEX.

Exactly right.

So perhaps there may be some type of transition.

Invidia has to work through as they go into the Blackwell's platform, but everyone is

still spending more.

And a lot of that money is going to flow to Nvidia because they dominate the AI ecosystem.

Now, collect crest, the excellent CFO of Nvidia, has always emphasized to me that

Nvidia is not like Intel, where you have these iterations and people hold up for the

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