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

CBC Investing Club morning meeting.

What matters frankly are two things.

One, we're still overbought, which makes it difficult to be able to do much, and the

decline in Nvidia stock and the reversal to decline in Salesforce stock.

And these are happening, I think, because in the end, confidence has been shaken in

Nvidia and that's reverberating throughout.

And the reason why is, frankly, this was the mortal Jensen mom.

They did not deliver the chips people expected.

And so therefore, all the way down the food chain, everybody's per her.

Well, and to be fair, it was still better than what analysts expected.

We are, you know, look, a lot of anticipation into the invidia earnings last night.

The stock is down.

Oh, there was a revenue beat, earnings beat, a better than expected guide.

This is versus analysts.

But, I mean, the market is holding in quite well.

Yes.

Although there was a lot of, you know, people were worried that Nvidia, you know,

well, they traded 116 last night.

You mean, you have to take a look and say, okay, Nvidia is going to earn $5, say,

literally in 2026, $105, and you've got to give it some multiple in that, and I think

you should at least give it a six.

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