I'm Jim Kramer, and you're about to hear a sample taken directly from today's CBC Investing Club morning meeting.

We also had Nvidia report earnings, and that also created a wave and enthusiasm, but really it's now just contained to

Nvidia, maybe a sign that it's really just an Nvidia story here. But the results pretty strong here. You know,

demand picking up since GTC in March, I thought that was the most important part of the call,

talking about how reasoning AI is creating higher compute needs, a step function increase in

inference. The rescinding of the AI diffusion rules basically just allowed all these countries to wake up and realize they needed to invest in AI just like they did for electricity, the Internet, enterprise AI agents.

These are game changing per Jensen.

And then industrial AI, just all this manufacturing, the reshoring, the onshoreing happening

throughout the United States has created a lot of demand for the Omniverse.

Aren't you a little surprised that a Broadcom is actually down now if you're being up 10 points?

I am a little bit surprised, but I think we also have to keep in mind that Broadcom's AI business

is really customer-centric to Google, meta, a few others, while

Nvidia is, you know, sovereign AI is a really large piece of it.

So I think it's what was Nvidia's quarter and just the demand signals that they're talking about, I think is a good sign for AI spend in general.

Right, great.

And Broad comes up this week, so it's not like it hasn't had a good move.

That's why we sold some.

Now, I will point out I spent a lot of time talking Jensen and some of it was offline, but the whole theme that he feels is that you can't let the

$50 billion in revenue that he's going to get from China go away because a lot of people

feel that China's going to weaponize the chips. Well, China's not going to use, he was saying,

they would be reluctant to use an American chip in their military in the same way that we would

not use Huawei.

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