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

Jeff, you came to me with a figure this morning, which is that the S&B has been up for 14 of the past 15 weeks,

and that is something that we have to celebrate.

I know that's always don't want to get caught in the Dow 10,000, 15, 20,000. But that's a remarkable

scheme. Truly remarkable. Yeah, it's been pretty unstoppable of a run. No breaks. We've had

some times. Market looked overbought. Didn't really hurt things. Buyers have come back. Now you have

the S&P above 5,000. We'll if it stays there but yes it has been a big

run a lot of we've been looking through some of the stocks that have contributed the highest

performance since right 4,000 to 5,000 a lot of tech names on there near the top really

another one vizdia Lilly but Builders first source quizzically, that's one.

I visit one there's near me about 15 minutes away.

And you go to these places, obviously, this is for professionals.

But there are some unknown names that need to be talked about,

because there are places where people made a lot of money.

Not unlike the people who work at Costco, you know, they make a lot of money.

No, absolutely. But let's talk about Invidia. Let's go back.

You know, there's a story from Reuters today talking about the company maybe getting into custom chip design.

You know, it would be both an offensive and defensive move, I think,

for them. Offensive because obviously it's a 20 billion-a-year market growing at a 20% compound

annual growth rate according to J.P. Morgan. But at the same time, I think there's a belief that

a lot of these cloud customers, they want to do their own custom chips because

NVIDias are just so darn expensive.

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