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

CBC Investing Club morning meeting.

What's really happening today, it's all about AI infrastructure, and this comes after

Oracle reported, and the quarter was just fine, but it's this long-term guidance that is shocking many, and the stock is up accordingly.

I mean, they're talking about RPO backlog, which is remaining performance obligation,

359% to 455 billion.

These are just staggering numbers, And they now project the cloud infrastructure

revenue to grow to $144 billion in fiscal year 30. That's up from $18 billion in the current

fiscal year. Unheard of. Just a massive increase.

And it's a lot of different companies that are customers that are getting this.

Yeah, they sign four multibillion dollar contract. We should go over them.

With three different customers.

Obviously, their involvement in Stargate is a big thing, Open AI.

And by the way, and By Dance, TikTok, they've always been involved with that.

Close ties with Elon Musk as well, Larry Ellison does, some XAI.

Probably some involvement there.

But it's just a huge move and it's rippling across the market.

Mainly, I'll say, to the guts of data centers and also the chips, right?

Which we have.

Yeah, of course.

Think like industrial is Vernava. Lake Eaton is the right place to be. Vernova is. Eaton's moving very big. We're going to talk about bullpen. I think that it's avertive. I know it's moved, but I think it has another big move, not unlike Oracle. And I've got to tell you, my book's coming out or how to make money in any market. I have been saying that you can get rich in individual stocks, that that's what's back.

If you owned a lot of Oracle, obviously, today your life has changed.

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