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

The issue that I find is when I look at at Nvidia, everyone wants to write on Nvidia.

Everybody wants to write on Nvidia. But the Chinese have been saying, wait a second, we can write on

Huawei. They were writing on Nvidia. If the government, our government says, you know what,

we're going to give you good chips in return for rare earth, not fentanyl, but rare earth.

Well, they are looking to reduce the fentanyl tariff by 10%. Right. But I'm saying that you got that soy benefit last night. Buy soy. It could be that this is a major size of Mr. If within the White House, there's David Sachs, the crypto. And he is saying, listen, we've got to hook the Chinese on our own product. And then there's Peter Navarro who says, listen, if we give that to them, they're going to be militarily worse of self-savision because he believes that the PLA runs a country. So I would say this is a big win. What's happened is the president has decided to go with the globalists, and that's a very big. Yeah, and by the way, it's sending shares of a lot of AI related names higher today

Broadcom. Two percent moved. Yes. Corning, by the way, snapping back after yesterday sell off. We should have to talk about that in

relation to Boeing. But this is something that we saw and we said it shouldn't be them, but we're going to buy some.

This is what we were hoping would happen. And I said yesterday on our call, I was hoping. And we bought some shortly after the presentation. Yeah, shortly after the opening bell. I mean, look, I think the only thing is I was kind of hoping it would be down for a couple more days to buy more, but it's a big snap back. Back to the 52-week high. And it's not done. Yes. Because fiber is going to take over the data center. Well, so the

thesis was, again, was that it's really their sales from to enterprise customers, hyperscale,

data centers. And that was actually a beat, even though the optical segment actually wasn't missed.

So it was weakness in telecom. But the hyperscale was beat, thesis intact, you want to buy.

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