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

CMBC Investing Club warning meeting.

So let's talk about what we're seeing right now with NVIDIA and trade.

Now there is a right at the crux, the absolute crux of everything, is back to the data

center.

Is the data center slowing or not?

I am doing such an immense amount of work with this, and I'll tell you that there is no

slowing in the data center.

There is a slowing of MAGA.

I mean, I call MAGA, but the mega caps.

Yeah.

They, the hyperscalers, are trying to pull back.

They can't.

Why can't they?

Because this is a game of not being someone who loses like anyone who went against Google.

It's too important for perplexity or for a GROC or for a Gemini to be left behind because it was winner take all, loser take none for Google search. And they are worried it's going to be the same thing for this. What is the secret to having the most? Invidiate. So they may not want it. They don't want an arms race. But if you want an arms race, you buy Nvidia.

Yeah, you had Alphabet. They said yesterday they are. They reaffirmed their commitment to 75 billion. And KAPX this year. A lot of that's going to go to servers, data centers. Andy Jassy on CNBC this morning. Didn't disagree. No intonuation in demand for AI will continue to keep building data centers. And then you had the monthly sales from Taiwan semi-March sales.

They were up 10% month over month, 46% year-over-year-over-year.

Wed Bush says that puts Q1 sales above street estimates. A lot of that is Nvidia chips.

Right. And I just think that you want to keep an eye on that. Now, broad commas into me yesterday saying they're not nearly as exposed as I thought on in

China and yesterday the stock was up 18.

I would say that that one, if that is wrapped up in other things that could have a tariff.

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