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

CMEC Investing Club warning meeting.

Now, let's talk about something that was hard to do, but we decided we had to bite the

bullet because one of the things I've, one of my tenants from my first book is your first

loss is your best loss. We battled Oracle after a disappointing

previous quarter, which they did not regard as disappointing, but the market did. And, you know,

the idea was that they were going to improve on CERner, $28 billion bid. They closed that two years

go today. Yeah. That they were going to go for more

revenue. Now, you and I go back and forth. It's clear I think they're losing share and they're

spending a fortune to build these data centers without any money coming in.

And I think that's the reason why they aren't getting the shares because they just simply

don't have enough of the supply, the capacity, the data centers to meet that demand and record

those revenues.

Of course, there's a fix in place.

They're going to be investing aggressively, building out data centers, 100 plans,

expanding 66 more to meet demand.

But that's going to take time to play out and in the

me time you are seeing cloud revenues not meeting expectations up 24% missing guidance of 28 cloud

infrastructure up 52% a step down from 66% in the prior quarter so you know two disappointing

quarters in a row in a penalty box here.

Going to take, it's a cheap stock, but it can stay cheap for a while.

And I think about things that we've done wrong this year.

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