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

CBC Investing Club morning meeting.

Well, we know China's also coming after Nvidia.

You know, they're opening a probe into suspected, violated their anti-monopoly laws around

the Melanox deal. That was a 2020 deal. They paid

$7 billion for it. It was an amazing deal.

The company was pretty good. Yeah. It's the networking side of the data center.

Because they had been stuck to the chip side. They were not moving over.

Yeah. What do you think here?

I don't, I think that Nvidia is fine. I don't think there's much the Chinese can do. I don that Invidia is fine.

I don't think there's much the Chinese can do.

I don't think they have the leverage.

I do think the socks been under pressure because so many negative articles, let it come in.

There'll be more negative articles because people see that the giant can be winged.

That's what happens. People will say, you know, wait a second. I know that a video, you could say that Ruben this morning, Ben Melley said, Ruben's going to be earlier. Well, that means maybe Blackwell is going to not make the money that you think. The money that you think is made after a company has got the yield, yield being you've made the chip and it works. And so typically in Intel, the first run, 66% are good.

They throw out the rest.

And then 70, and then 75.

This thing, we don't know what the run rate is, which is what's really alienating a lot of people from the stock.

We just don't know.

Yeah, kind of consolidating here.

An underperformer in the Mag 7 since the election,

but it's obviously had such a huge move over the last two years.

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