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

We have a market that is so resilient because what we had today, if you came in and video was down,

people worried about a lot of the retailers, we had the cybersecurity down, we didn't have the bonds going our way. All I can tell you is this thing is hard to kill. Yeah. I wonder if the GDP maybe

number had something to do with it. That was positively revised 3.3% in the second quarter. Last read was

three, looking for 3-1. And yeah, and look, it's been a

nice stretch, too. I don't think we should leave that out. Records closed yesterday. Yeah.

So. Well, I just want to keep that perspective, because we spent a lot of time talking about

who Trump fire, we spent a lot of time talking about whether the Fed's going to cut. We're not

spending enough time talking about that this turned out to be an incredibly

important week.

So many companies report.

And the reality is you come back and you say, you know, in their totality, these courts

are very, very good.

Well, let's spend more time talking about Nvidia.

So the stock is down.

But this is essentially a reverse of the week to date gains because it's been up.

It's been up a week.

That's important. People don't remember that.

So the quarter itself, you did have a top and bottom line,

revenue is up 56% year every year.

Earnings up 44% year every year, gross margins, better than expected,

all the things we look for, right? When you drill down each segment, it was a beat across the

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