Hey, it's Kramer, and this is my morning take on the market from today's CNBC Investing Club morning meeting.

I have to tell you, as at Pro Moise piece this weekend, we are in a moment where anyone who thinks there's a bubble doesn't know how to read a balance sheet,

and doesn't realize that the worst balance sheet,

which is Oracle and Open AI a little better, can bring down everybody.

In the meantime, the money's being made in Hershey, money's being made in Coca-Cola,

the money's being made in Goldman Sachs, it's being made in Capital One.

People should start.

The people who decide about tech have never heard about the rest of the S&P.

And it's to their own power that they haven't.

Yeah, we are seeing that rotation away from tech continue. You mentioned Goldman Sachs. It's now the largest position in the portfolio,

partly because of some weakness in Broadcom, but health care is doing extremely well. Again, you mentioned Proctor, just another one of these names where, you know, Proctor was at a 52-week low a week ago today, but it's starting to perk up. Proctor is probably the best stock in our portfolio. This may be the best stock in portfolio. It's coming with a brand new CEO, much more international-oriented and not really involved is not a Cincinnati person. And I got to tell you, this thing's loaded for bare. It's going to have a week dollar because of the president. The president wants lower rates, but it may not get them because these people seem to be somewhat independent. But Procter down 14% versus, look, I love Proocom, don't get me wrong.

And I think the world of, I think the world of Jensen won in the video.

They're not right right now.

And that's because everyone thinks a bubble is coming.

It burst.

What are they doing?

People who look at this stuff, the bubble is in SeaGate still, it's in Micron, it's in Western Digital, it's in Sandusk. That's the bubble.

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