Jim Kramer here to share with you a sample of my take on the market from today's

CNBC Investing Club morning meeting. Remember had the down day yesterday. We broke the eight-day

streak win. However, that does not necessarily bode poorly. What I see we're seeing is that if you

have bad news, your stock goes down, Macy's.

If you have good news, T.JX, your stock goes up. This, to me, is a rational market, and I like a rational market. Yeah. Well, I think a couple of things we may be fighting, though, still a little bit overbought, right? Less overbought after yesterday is it actually came down pretty significantly. And I know you looked consulted with the market historian Larry Williams off the charts.

Oh boy. actually came down pretty significantly. And I know you looked consulted with the market historian Larry Williams off the charts.

Oh boy. Larry's, look, Larry's just making a call.

And I would be really clear about this.

It's a call in Nvidia.

He just doesn't think the Nvidia without saying, without knowing necessarily,

because remember just the cycles about when Nvidia reports or anything.

He's just saying you're asking for a lot on Nvidia and that maybe it'll be too great.

You and I are both concerned about the guidance.

It's up, it's not one stock in the market.

I'm concerned about expectations, right?

Just considering we've seen huge blowouts quarter after quarter.

Maybe there's a delay in Blackwell.

Who knows?

I do think they can backfill it with some hopper chips.

I mean, look, but we'll see.

I don't want to minimize the importance also Nvidia has to the broader market,

to the sentiment market, to the

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