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

CNBC Investing Club morning meeting.

Part of what I find upsetting today, and I will say this is upsetting is that

Nvidia would be a big winner if there was real good trade talk because maybe they'd take the restrictions off.

But Qualcomm announced that it has a chip, okay?

Now, any one of us, because they have a chip. And Qualcomm is up, when I say anyone, even right now, this very, at this very, at the Texas Center, say that I have a chip. Yeah, and this just broke in the last 10, 15 minutes. Right, and Qualcomm doesn't have a foundry, Qualcomm is a company that's foundry list, and arm holders could do the same thing, okay? But the stock,

I mean, I'm literally, I mean, Renee Hosk could do the same thing right now. The stock is up 32.

If you own Qualcomm, you sell Qualcomm right now, okay? Because you can see the money go from

Micron into Qualcomm. Qualcomm has nothing. They're talking about 200 mega, not giga, okay?

And I think that people who are buying Qualcomm right here are doing this year of magical investing

that I keep talking about, which is that you're back to 1999. And when you have a hit like this,

you go, kaching, kaching. you don't let it turn into a loss.

Go, Qualcomm.

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