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

I can't believe it, Jeff, that there could be a company that was a gaming company that meant very little to the market

that I found when I was looking at a BMW and an Audi that then I played a video game.

The name of that company is in video.

And I had a piece this weekend.

It is taken over the mind share of everyone.

I mean, I even have people saying, oh my God, reverse head and shoulders. And I said to myself, can we cut it out? Can we cut it out? This Blackwell product, which isn't even

in the hands of anyone. That's their next generation platform.

Right. And if, you know, when I was out there, they had a 200, they had the, you know, the

age product and it had a bartender they had the, you know, the age product, and it had

a bartender, a bartender that was dumb.

And with the, with these blackwell, the bartender will be able to make your drink, smile,

talk, talk in a very good way to you.

Talking about a robotic bartender.

And so we're going to see the beginning of the work productivity, the beginning of the industrial revolution. And suddenly we're supposed to sell it. So all I'm saying is whatever's going on in people's heads, stop. Stop. Stop thinking about Invidio. Go think about something else. Go think about the Phillies. I don't care. Just stop thinking it's some sort of make or break. There. Yeah, no, I think

that's been the mindset over the last couple quarters, too, and they have been strong. I'm sure it

will be strong this time around, but of course it always ends up, what are the market's expectations

into that for the next incremental buyer? And now everybody's got expectations. And collect

Kress, who really runs the call.

She is not going to throw acetylene on this fire.

And when Jensen gets involved in the call, it's usually just to talk about the wonderment of healthcare.

So let's speak here.

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