I'm Jim Kramer and you're about to hear a sample taken directly from today's

CBC Investing Club morning meeting.

I've got to tell you, Jeff, we are in one of the situations where I think the NASDAQ have

been many doubters.

And today I went on a forceful, forceful campaign to say, go sell your Nvidia if you want to.

I have had it with defending Nvidia

after the incredible runners had, and just because this has had this recent downturn, I'm not

defending it. I want everybody out of it who doesn't like it so that we only have strong hands

coming into the quarter. Yeah, absolutely. And the stock has come down quite a bit. You have Morgan Stanley

defend it today saying to buy the dib, reiterate as one of the top pick. There have been some macro

concerns, some supply constraint concerns over the last couple of weeks, which is why it's declined.

But I think one can argue the reason why they'd be supply constraint is because they just cannot, there's just so much demand for that.

I know, and I did remember, Jensen told me, listen, we'll catch up to demand by the end of the year. Why should I doubt this man?

Now, I will point out once again, this is a very highly valued stock. I did a piece, working on a piece this morning for No Huddle, which talks about,

okay, look, here's the problem. You can't necessarily prove that anything's being done better

because of AI, but there's certainly a tremendous demand for the chips. I don't know that the Chinese

would take. The Chinese would take every chip they could. If it weren't banned? So let's not forget. I mean, you may think that demand is fanciful, but the Chinese would take every chip they could if it weren't banned. Sure. So let's not forget.

I mean, you may think that demand is fanciful, but the Chinese would take everything. Yeah, it does sound like they're even trying to get as many of the, as slower, I don't know the correct term, but the slower chips that they're all trying to get their hands on. Right, right, the slow chips. We called that I did talk about that you need to be patient.

This is very much a derivative of what Lawrence Lerick Williams said when he was on our show.

But in my Sunday think piece, I made the point.

I tried to make things a little bit less personal and rough by talking about a mythical $150 stock that needs to go to $135 before I feel like I got to go commit capital.

Also feel that it would, you know, constrained by it's only minus one on the oscillator, which is not the level I want to jump up and down to tell people to buy.

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