I'm Jim Kramer and you're about to hear a sample taken directly from today's CBC Investing Club morning meeting.

This is one of those days again that is defined by a stock that we know and love, which is NVIDIA.

Typically, by the way, when I started the Chaville Trust, I was told by the great, at that point, the great CEO, Tom Clark,

many, many years ago, he said, stop saying love.

Because he's a piece of paper. He was dead right. This one is hard not to love for you.

Well, you can't argue with it, right? Considering its performance over the last, you know, call it a decade,

hits two trillion in market cap today. So it's now number three behind Microsoft, Apple,

so it's now past Amazon, Alphabet, Meta. And it was $100 billion just a few years ago,

and that freaks people out. And they shouldn't because if you have a product that is quite

different from when the stock was at 100, Why should it be at like $150 billion?

If you have a person who comes on and says, listen, there's trillions of dollars of current technology that will be replaced by these,

what you tend to believe is there's got to be other companies that are doing this.

Lisa Suz got a competitor at AMD, but it's nowhere near as powerful as, although there are studies that look like the powers together,

but it's the software stack that really distinguishes things.

And what I found so fascinating about yesterday's rally, it just wasn't Nvidia that was higher.

It just wasn't the cloud service providers, the Amazon's, the Metas, the Microsofts that buy their chips

that were higher.

There's really this whole ecosystem around data centers, around artificial intelligence

generative AI. And that's where a lot of their big gains were, too, whether it's in, we called

out a few yesterday, whether an industrial like Eaton, but there's also cloud software that was bringing up the whole group.

Look, I was.

It was remarkable.

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