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

Well, I know one that we talked a lot about on Saturday, and it's one we've been recommending to buy ever since it pulled back more than 20% after earnings.

This is Palo Alto, now that our restrictions were finally clear today, we got to buy.

It is up big, and this is just a good reminder of why you can't necessarily just strictly follow trade alerts. You have to read the commentary that we put out. You have to listen to the morning meeting as well, because then you would have been buying here in the 260s. Absolutely. We did very hard. We were trying to get people knowing, and we discussed this, the notion of our being frozen,

and the importance of the emails, and there it is. I mean, it's very funny, not funny at all,

but here. This is the increment that we did not get to perform as well as people. Now, a lot of

people over time have said, and I want to express some humility here, we've given away $4 million, which is terrific.

But also, I mean, we weren't able to catch this, and that often is, I did a study of how many times our lateness helped and hurt.

And the lateness almost always.

Okay.

But as long as you followed the upgrade after earnings that we did and what we put out,

whether it being the home stretch and other articles, you would have known to buy.

But even still, with the stock down from 360 before the quarter, still see it as a buying

opportunity.

Right.

And I want to tell you why it is.

This is really been ignored and the stock's actually up.

The United Health hack of their Optum division is apparently one of the biggest hacks in history.

And it's not talked about, but they're scrambling to try to figure out how to make it so people can get paid for their medicines.

Yeah.

You know, also like, let's say you have to get an MRI, you know, they have to prove that ahead of time. I would like to know they're being very coy about what can happen in that hack. Yeah, and that just underscores the importance of cybersecurity. And of course, the stock did get dinged because of this acceleration of his platformization strategy, him being the Keshe Hora, the CEO. Remember he's saying, yes, a short-term dip in billings revenue growth, but it's

going to lead to due to higher discounting, but it'll lead to a lot of long-term benefits,

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