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

morning meeting.

Now, we've got to talk about some things that happen on our way, because one,

on this very price sensitive.

I have to tell you, you need to buy Palo Alto.

It's now given up its gain.

Of the conference calls I read last week, it was the best. Yeah, I was going to say this was probably the best earnings report last week. You had a big B. They gave upside guidance for the full Fisker year. Down still significantly from when they announced that acquisition of CyberArk. Which, by the way, I support it. Yeah. I've known the company. I spoke to the board at one point. I mean, they're playing offense with it. It's not a defensive move because growth is slowing. And really, just to go back what Nakesha-Wora, the CEO has been saying, the identity market he believes is at an inflection point, which is why now is why he thinks is a great time

to buy CyBarks. So it was a really good quarter of us. We're also going to hear from CrowdStrike Wednesday night. Yes. So it's a big night Wednesday. I'm very bullish in CrowdStrike. I want to be sure people don't think, oh my God, Jim violated the rules. No, CrowdStrake was, I mean, The guys from Cybrook were they were having a go-o-wain pardon for someone,

and they happened to be at the NASDAQ or was at the NASDAQ.

But I've always believed Newt. The guys from Sabrock were having a go-o-o-wain party for someone,

and they happened to be at the NASDAQ or was at the NASDAQ.

But I've always believed in Udi-McKadi.

A big IDF component there, the IDF, the Israel Defense Fund,

I'm not talking about anything political here, okay?

They have unbelievable counterintelligence, and that's who's doing.

That's who, that's who.

I thought TJX was another great quarter.

What the hell was a down this morning?

Like what we always say, it was beats above guidance across every metric.

They raised the outlook.

Stock was like up 8%, I think, initially.

It has come down a little bit since that.

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