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

CNBC Investing Club morning meeting.

We've got a really interesting market where the banks are down because of some comments

made by JPMorton.

We are a little oversold, just 0.42, not enough, but Oracle's conference school, I always lament Oracle, because obviously I was a couple

quarters had to give up on them because they just kept missing and missing.

But when they got it right, they got it right big time.

And this is reverberating throughout the market because Larry Ellison, who is the founder,

said that they have 162 data centers.

Well, you know we are heavily levered at data centers with the portfolio.

He needs 1,000 to 2,000 more.

Yeah, or more.

And the largest of these data centers right now will contain acres of

NVIDIA GPU clusters, able to train the world's largest AI model.

So certainly a big endorsement for the continued build out of these data centers.

And by the way, you don't hear Larry being talked about much with Jensen Wong.

It doesn't matter.

He's a huge customer.

Yeah, and the move today, it's showing today also in the other hypers, Amazon, who

they announced a partnership with AWS, Alphabet, Microsoft as well.

They're all trading higher in reaction to the results.

And you also had, by the way, Taiwan Semi put out some numbers this morning.

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